深度解读丨绿电直连费用几何？核算标准呼之欲出

Group 1 - The core viewpoint of the articles is that the introduction of a dedicated line for green electricity (green power) is a new pathway to alleviate China's renewable energy consumption issues, meet diverse energy needs of enterprises, and address carbon footprint certification challenges for export companies [1][2][3] - The National Development and Reform Commission and the National Energy Administration issued a notice that allows green power projects to directly supply specific users through dedicated lines, marking a significant policy breakthrough [1][2][5] - As of March 2025, the total installed capacity of wind and solar power in China reached 1.482 billion kilowatts, surpassing that of thermal power for the first time, indicating a shift in energy generation dynamics [2] Group 2 - The green electricity direct connection policy aims to enhance the efficiency of renewable energy resource utilization and meet the urgent green energy consumption demands of traditional and emerging high-energy industries [2][3] - The 650 document establishes a unified regulatory framework for green electricity direct connection, addressing fragmentation in local regulations and providing clear definitions and execution guidelines [5][6] - The policy encourages local decision-making flexibility, allowing regions to tailor implementation paths based on local power supply and renewable energy consumption conditions [5][6] Group 3 - The green electricity direct connection mechanism is designed to prevent capacity limitations in the power grid from restricting renewable energy generation and user demand, thereby improving renewable energy consumption rates [3][6] - The policy allows for a shift from an "unlimited responsibility" model for grid companies to a "limited and assessable responsibility" model, promoting self-balancing capabilities of projects [6][7] - The economic viability of green electricity direct connection projects is influenced by multiple factors, including renewable resource endowment, load characteristics, and market conditions [7][9] Group 4 - The implementation of the green electricity direct connection policy opens new pathways for enterprises to optimize energy structures, reduce energy costs, and address green trade barriers [7][8] - The policy is part of a broader strategy to build a new type of power system that is clean, low-carbon, safe, and efficient, integrating various stakeholders to enhance technology development and market mechanisms [9]