对更多重点用能行业提出绿色电力消费比例并使用绿证核算

Core Insights - The National Energy Administration (NEA) held a press conference on July 31 to discuss the national energy situation in the first half of the year, including renewable energy integration and electricity supply during peak summer demand, while also releasing the "China New Energy Storage Development Report (2025)" [1] Renewable Energy Certificates (Green Certificates) - The green certificate market in China has gained significant attention, with the average price of green certificates reaching 5 yuan per unit in the first half of 2025 and 6.5 yuan in June, marking a 4.4-fold increase from the lowest price this year, indicating a return to reasonable environmental value for renewable energy [2][4] - In the first half of the year, the NEA issued a total of 1.371 billion green certificates, with 958 million being tradable, representing a year-on-year increase of 149%, with provinces like Yunnan, Inner Mongolia, and Sichuan each issuing over 100 million certificates [3] - The trading volume of green certificates doubled in the first half of the year, totaling 348 million certificates, a year-on-year increase of 118%, with 242 million being traded separately and 107 million corresponding to green electricity transactions [3] Green Certificate Market Development - The NEA is actively promoting the mandatory consumption of green certificates and expanding their application scenarios, encouraging more key energy-consuming industries to adopt green electricity consumption ratios and use green certificates for accounting [3] - The NEA has made progress in issuing green certificates for distributed generation projects, with 89.27 million certificates issued by the end of June 2023, although coverage remains a challenge due to the large number of distributed generation projects [4] Electricity Market Operations - The national unified electricity market has made significant progress, with the establishment of a normalized electricity trading mechanism across operating areas and the successful transition of the Southern regional electricity market to continuous settlement trial operation [5][6] - The cumulative market trading volume reached 2.95 trillion kilowatt-hours in the first half of 2025, reflecting a year-on-year growth of 4.8%, with the number of market participants increasing by 23.8% to 973,000 [7]