甘肃绿电优势加速释放

Core Viewpoint - The completion of the Longdong to Shandong ±800 kV UHVDC project marks a significant advancement in China's integrated energy base, enhancing the transmission of renewable energy from Gansu to Shandong, with a focus on multi-energy complementarity and improved renewable energy utilization [1][2]. Group 1: Project Overview - The Longdong to Shandong project is the first large-scale integrated energy base in China, with a capacity of 1,450 MW, including 1,050 MW from renewable sources and 105 MW of energy storage [1]. - The project is expected to deliver 36 billion kWh of electricity annually to Shandong, with renewable energy accounting for 50% of this total [1]. Group 2: Market Development - Gansu has established a comprehensive electricity market system, with market participants increasing to 87,000, and green electricity and green certificate transactions projected to grow significantly in 2024 [2]. - Over 430 industrial enterprises in Gansu are actively participating in the electricity spot market, leading to over 10% of the province's electricity load shifting from peak to off-peak hours, resulting in cost savings exceeding 3 billion yuan [2]. Group 3: Green Certificate Trading - In the first five months of this year, Gansu's green certificate trading volume reached 6.5164 million certificates, a year-on-year increase of 69.54% [3]. - The increase in green certificate transactions indicates Gansu's growing capacity to consume green electricity locally, with the market becoming increasingly active [3].