绿电直连，叫好还要叫座

Core Insights - The release of the National Development and Reform Commission and the National Energy Administration's notice on promoting green electricity direct connection marks a significant step towards efficient utilization of clean energy and optimization of electricity resource allocation [2][11] - Despite high interest in green electricity direct connection, actual implementation is slow, with many enterprises still in a wait-and-see mode regarding policy details and potential risks [2][3] Market Participation - Current participation in green electricity direct connection projects is below expectations, with some enterprises hesitant about the pricing mechanism [3][4] - A lack of a unified and transparent pricing mechanism makes it difficult for participants to assess the profitability and risks associated with green electricity direct connection projects [3][4] Pricing Mechanism - Pricing is identified as the core economic indicator for green electricity direct connection projects, influencing investment returns and market competitiveness [4][11] - The establishment of a balanced pricing standard is crucial, considering the interests of project developers, grid companies, and regulatory bodies [5][10] Challenges in Implementation - Green electricity direct connection projects face multiple challenges, including unclear technical standards for grid connection and approval processes, which affect feasibility and implementation speed [10][11] - The need for a stable and clear demand for green electricity is essential for creating a sustainable business model for these projects [10][11] Future Outlook - Experts predict that the pricing for green electricity direct connection projects may trend downward over the next 1-3 years, potentially resulting in overall electricity prices lower than traditional grid supply [7][11]