从政策试点到规模化推广 绿电直连实现新能源就地消纳

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a notification to promote the development of green electricity direct connection, marking the first time a national-level framework for this model has been established [1][2]. Group 1: Green Electricity Direct Connection - Green electricity direct connection refers to the supply of renewable energy such as wind, solar, and biomass directly to a single electricity user through dedicated lines, allowing for clear physical traceability of the supplied electricity [2]. - The policy aims to address the challenges of renewable energy consumption, promote low-carbon transformation in industries, and provide more options for users to reduce electricity costs [2][3]. - The notification encourages local exploration and adaptation of the green electricity direct connection model, contributing to a unified national market with regional flexibility [5]. Group 2: Market Mechanism and Structural Changes - Green electricity direct connection is expected to bring structural changes to the electricity industry, shifting from large-scale centralized development to a combination of centralized consumption and distributed local consumption [4]. - This model allows companies to directly purchase low-cost green electricity, thereby reducing energy costs and changing energy consumption patterns [4]. - The introduction of green electricity direct connection is seen as a key step in the market-oriented reform of the electricity sector, impacting transaction mechanisms, price formation, and the emergence of new business entities [4]. Group 3: Implementation Challenges - The successful promotion of green electricity direct connection faces multiple challenges, including technical, economic, and institutional barriers that require systematic solutions [6]. - There are concerns regarding the impact on grid companies' revenues due to reduced sales volumes as direct connections bypass the grid [7]. - A coordination mechanism is necessary to balance the relationship between direct connection projects and grid companies, ensuring sustainable development and reasonable returns for grid operators [7].