中信证券：绿电直连顶层设计出台 兼顾公平及效益

Core Viewpoint - The introduction of the "Notice on Gradually Promoting Green Electricity Direct Connection Development" marks the first national-level policy for green electricity direct connection, aiming to facilitate the consumption of renewable energy and meet actual user demand while reducing costs for end users [1] Group 1: Policy Implications - The green electricity direct connection policy is designed to balance fairness and efficiency, requiring projects to bear transmission and distribution costs as well as system operation fees, while also allowing for cost reductions through decreased grid capacity requirements [1] - The policy supports the construction of green electricity projects by different investors, which will significantly aid in the demand release for green power grid storage, waste-to-energy projects, and AIDC (Artificial Intelligence Data Center) [1]