草原上的绿电革命：点对点直供如何重塑中国能源版图？

Core Viewpoint - The green electricity direct connection project in Ulanqab, Inner Mongolia, represents a significant advancement in China's green development, showcasing a scalable model for direct green electricity supply that has been operational for over 10 months [1][6]. Group 1: Policy Breakthrough - The release of a joint notice by the National Development and Reform Commission and the National Energy Administration in 2024 provides clear regulations for point-to-point green electricity supply, marking a pivotal shift in the renewable energy sector [3]. - This policy breaks the traditional constraints of complex electricity grid hierarchies, laying a solid foundation for direct green electricity trading and signaling a new phase of institutionalization in green electricity development [3]. Group 2: Technological Innovation - The Ulanqab project utilizes an advanced "integrated wind-solar-storage" system with a total installed capacity of 80 MW, ensuring 100% stable green electricity supply to enterprises in the park [4]. - The project innovatively establishes a "green electricity dedicated line," enabling direct connections between power generation and consumption, which reduces losses and enhances economic efficiency [4]. - An Energy Management System (EMS) is introduced to manage the integration of dispersed green power resources, creating a stable and controllable "virtual power plant" [4]. Group 3: Mechanism Breakthrough - The project is the first in the country to sign long-term green power purchase agreements (PPAs) between generation and consumption sides, completing the entire process of electricity trading registration [5]. - This registration mechanism acts as a "double insurance" for compliant trading and identity certification of green electricity, significantly enhancing the credibility and market acceptance of the direct connection model [5]. - Real-time data collection and transmission ensure that every green electricity transaction is verifiable and trustworthy, improving market transparency and credibility [5]. Group 4: Industry Implications - The Ulanqab green electricity direct connection revolution offers a practical solution to China's renewable energy consumption challenges under national policy guidance, technological innovation, and mechanism breakthroughs [6]. - As the "dual carbon" strategy and electricity market reforms advance, the green electricity direct connection model is expected to play a crucial role in building a new type of power system [6]. - This model signifies a transition from initial "policy-driven" development to mature "model innovation," paving the way for cheaper, more transparent, and reliable green electricity applications [6].