绿电直连新政解读｜ 告别“绕路”直达用户

Core Viewpoint - The introduction of the "green electricity direct supply + market trading + green certificate certification" mechanism is a significant step towards implementing the "dual carbon" strategy and will fundamentally reshape energy circulation and consumption patterns [1] Group 1: Green Electricity Direct Connection - Green electricity direct connection is a crucial component of the new power system, enabling direct coupling between renewable energy generation and end-users through restructured physical electricity delivery paths [2] - The core features of green electricity direct connection include traceability, specificity, and measurability, ensuring clear data recording throughout the lifecycle of electricity [2] - Projects can be categorized into grid-connected and off-grid types, each with distinct technical, economic, and stability characteristics [2] Group 2: Scheduling and Market Mechanisms - The core of the green electricity direct connection model is to achieve direct connections between renewable energy and users, optimizing energy allocation efficiency and addressing system stability issues [3] - The notification emphasizes the need for diverse investment entities to participate in green electricity direct connection projects, breaking the monopoly of traditional grid companies and enhancing market competitiveness [4] - Projects must establish long-term purchase agreements to clarify responsibilities and avoid project delays due to uneven profit distribution [4] Group 3: Regional Policy Adaptation - The notification allows provincial energy authorities to set specific rules based on local conditions, reflecting respect for regional differences and enhancing system resilience [6] - Projects must ensure internal resources are observable, measurable, adjustable, and controllable, promoting private capital participation and ensuring project feasibility [7] Group 4: Responsibilities and Support Systems - The essence of green electricity direct connection is to shift the responsibility of green electricity consumption from the grid to the energy users, encouraging enterprises to take on social responsibilities and economic costs [8] - Projects are required to pay compliance fees while receiving policy support, with green certificate trading providing economic incentives for carbon reduction [8] - The mechanism of "physical tracing + green certificate certification" offers internationally recognized proof of green energy use, enhancing China's position in global green trade [9] Group 5: Future Implications - The introduction of the green electricity direct connection model marks a transition in China's renewable energy development from "scale expansion" to "quality improvement" [9] - This model is expected to become a core support for building a new power system and achieving the "dual carbon" goals as policies are refined and technologies advance [9]