Study on the Improvement in Nuclear Generation Flexibility Under a Unified Electricity Market with a High Share of Renewables

China’s nuclear power plants traditionally operate to meet baseload needs, with minimal involvement in peak load regulation. However, as the share of renewable energy generation rapidly increases, the volatility of the power system and the demand for peak load regulation have significantly risen, necessitating greater nuclear power flexibility to meet the new power system’s requirements. Our study forecasts the energy structure and load demand for the Province of Liaoning in Northeastern China in 2035. Under this vision, it analyzes the flexibility challenges faced by nuclear generation units. A joint clearing model for spot electricity and ancillary services, along with an energy storage revenue model, was established. Based on this, this study analyzed the clearing results for various typical scenarios in the Province of Liaoning in 2035. The simulation results demonstrate that nuclear units will participate in peak shaving by the target year. This study demonstrates the feasibility of solid-state thermal storage in improving both flexibility and economic efficiency of nuclear generation. Based on these findings, policy recommendations are proposed, including improving regulation compensation mechanisms and promoting multi-energy coupling, providing crucial theoretical and practical support for the role transformation of nuclear generation entities in the new power system. This study establishes a full lifecycle economic assessment model for combined heat and power revenue versus thermal storage investment costs, considering integrated nuclear power–solid thermal energy storage heating systems as the primary technical pathway. Taking a configuration plan with a 715 MW heating capacity and a 6000 MWh thermal storage capacity as an example under Liaoning Province’s 2035 long-term scenario, the simulation results indicate that introducing solid thermal energy storage can significantly improve the revenue structure of nuclear units while meeting deep peak shaving demands, reducing the project’s static payback period to under 11 years.