绿电直连成“十五五”能源转型关键抓手 市场为何没“炸”？

Core Viewpoint - The recent policies regarding direct green electricity connections are seen as a significant breakthrough for promoting renewable energy consumption and meeting EU carbon tariff requirements, following the issuance of the 650 and 1192 documents [1] Group 1: Policy Developments - The 650 document encourages private enterprises to invest in direct green electricity connection projects, while the 1192 document clarifies the pricing mechanism for nearby renewable energy consumption, serving as a crucial supplement to the 650 document [1] - The 1192 document emphasizes a "who benefits, who bears" principle for the costs associated with stable supply services in the electricity system, ensuring equal participation of direct green electricity connections in the electricity market [3] Group 2: Objectives and Benefits - Direct green electricity connections aim to alleviate the pressure on renewable energy consumption at the generation end, reduce electricity costs for users, and assist export enterprises in managing carbon footprints and complying with international green trade regulations [2] - The model is particularly beneficial for high-energy-consuming industries such as data centers, steel, and cement, as it accelerates the green electrification process and reduces reliance on public electricity grids [2] Group 3: Economic Considerations - The new pricing mechanism introduced in the 1192 document is more favorable for renewable energy investors, as it reduces system operation and line loss costs, thereby creating a reasonable price difference for investors [3] - The economic viability of direct green electricity projects is influenced by regional resource endowments and policy differences, necessitating detailed calculations by developers and electricity users [5] Group 4: Implementation Challenges - Despite the promising outlook, the lack of clear operational pathways for direct green electricity connections has resulted in limited market response to the new policies [4] - Significant financial pressures arise from the need for dedicated line construction, and the mismatch in lifecycle between power sources and load enterprises may impact project investment returns [4] - The current policies may have conflicting elements, complicating the decision-making process for renewable energy investors regarding whether to opt for direct connections or grid integration [4][5]