绿色能源+可负担算力：人民币走向国际化的新“石油”之路

Core Viewpoint - The article discusses the emerging trend of pricing clean electricity and computing power in Renminbi, highlighting the potential for these commodities to become standardized and tradable, similar to oil in the past [1][2][3]. Group 1: Clean Electricity and Renminbi Pricing - The shift towards clean electricity involves a significant reduction in costs and the establishment of a stable supply chain, positioning China as a key supplier in the global market [2]. - The pricing mechanism for clean electricity is evolving, with contracts now including elements like green power certificates and third-party verification, which contribute to a transparent pricing structure [5]. - The historical analogy drawn between the "oil-dollar" mechanism and the potential for a "clean electricity-Renminbi" framework emphasizes the importance of stable supply and long-term contracts [2][5]. Group 2: Computing Power as a Commodity - Computing power is transitioning into an independent, measurable, and tradable commodity, with clear pricing structures and service level agreements (SLAs) that enhance comparability and auditability [4]. - China's computing power industry is rapidly advancing, with improvements in hardware and software capabilities, positioning it to compete globally and potentially dominate in pricing [4]. - The establishment of long-term contracts for computing power, priced in Renminbi, could lead to its recognition as a strategic asset, similar to energy resources [4]. Group 3: Requirements for Renminbi Adoption - For Renminbi to become the default currency in clean electricity and computing power transactions, three key elements must be established: a standardized pricing mechanism, a smooth cross-border settlement system, and a pool of safe assets [5]. - The integration of these elements will facilitate habitual use of Renminbi in transactions, reducing the need for persuasion and promoting its acceptance in the market [5].