Expanded Pilot Program for Distributed PV Market Trading Brings New Opportunities

The National Development and Reform Commission recently expanded the scope of its pilot program for market-based trading of distributed power generation, adding several new pilot areas. The new policy further lowers the threshold for inter-wall power sales, allowing distributed photovoltaic projects under 50MW to participate in market-based trading.

The ISUAO Market Research Center believes that "the relaxed policy will effectively stimulate investment in photovoltaics by small and medium-sized industrial and commercial enterprises, and the installed capacity of market-based trading projects is expected to grow by approximately 25% annually from 2025 to 2026." Analysis indicates that manufacturing-intensive regions are likely to be the first to benefit.