从“拼团”到专线，让绿电直抵用户

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a notice to promote the development of green electricity direct connection projects, allowing renewable energy to be delivered directly to users without connecting to the public grid [1][2]. Group 1: Definition and Process - Green electricity direct connection refers to a dedicated transmission line that supplies renewable energy directly to a single user, ensuring clear supply volume and accurate physical traceability [2][3]. - Traditional electricity delivery involves multiple sources, making it difficult for users to distinguish between coal and green electricity, whereas direct connection creates a dedicated channel for green power [2][3]. Group 2: Rationale and Demand - The initiative aims to address the increasing pressure of renewable energy consumption and respond to user demand for green electricity [3]. - Export-oriented enterprises are increasingly seeking green electricity due to regulations like the EU's Carbon Border Adjustment Mechanism (CBAM), which imposes carbon taxes based on emissions [3]. Group 3: Eligible Participants - Four types of entities can engage in green electricity direct connection: new loads, certain existing loads, export-oriented enterprises with carbon reduction needs, and renewable projects unable to connect to the grid [4][5]. Group 4: Investment and Construction - The responsibility for constructing direct connection lines primarily lies with the load side, with various entities, including private companies, allowed to invest in these projects [7][8]. - The notice encourages a diverse range of market participants to invest, breaking away from the traditional grid-dominated model [7][8]. Group 5: Pricing and Market Mechanism - The pricing for green electricity direct connection projects will be determined through negotiation, with clear relationships for electricity trading and settlement [8][9]. - The projects will participate in the electricity market on equal terms and will be subject to various fees, including transmission and distribution costs [8][9]. Group 6: Benefits and Outcomes - The direct connection model aims to create a win-win situation for users, generating companies, and grid companies, providing stable clean power while ensuring the sustainability of the projects [9].