Multiple Parties Judge Electricity Price Inflection Point Has Already Appeared

Entering the fourth quarter, the power market remains strong despite being the off-season. With the summer peak-load period over and high-temperature demand gradually easing, monthly trading prices in Guangdong, Jiangsu and other regions have risen instead of falling, and spot prices in the southern region have continued to strengthen. In addition, on October 13, the Jiangsu Electric Power Trading Center issued the "2027 Jiangsu Electricity Retail Market Trading Work Guidelines," promoting the full transmission of wholesale and retail prices. Industry experts said this round of price increases is the result of multiple supply and demand factors combining, representing a reasonable fluctuation in market operations; Jiangsu's new rules provide a mechanism model for passing electricity prices through to the user side. Several brokerage utilities analysts believe 2026 may be the bottom of domestic electricity prices, and an inflection point is emerging. (Shanghai Securities News)