内蒙古零碳园区探路新能源消纳 1192号文为何成为关键棋

Core Insights - Inner Mongolia is a crucial energy and strategic resource base in China, leading the nation in total new energy installed capacity, new installations, and new energy storage installations, with an expected installed capacity of over 175 million kilowatts by the end of this year [1] - The rapid expansion of new energy installations has led to significant challenges in consumption capacity, which is becoming a key bottleneck for the development of the new energy industry [1] - The establishment of zero-carbon parks is seen as a critical measure to enhance local consumption of new energy and attract investment, supported by national standards for zero-carbon parks [1] Group 1 - Inner Mongolia has initiated the construction of zero-carbon low-carbon industrial parks to address the consumption issues in the new energy sector, proposing a green electricity supply model of "80% self-use, 20% grid trading" [1] - The recent national policy, known as "Document 1192," is a significant supporting policy for the reform of new energy grid pricing and the construction of zero-carbon parks, clarifying connection fees for green electricity projects [2] - The new regulations promote a shift from average cost-sharing to a more refined management approach where costs are borne by those who benefit, enhancing the investment environment for zero-carbon parks [2] Group 2 - Document 1192 encourages the self-balancing capabilities of projects and improves the economic viability of nearby consumption projects by allowing for market-driven flexible energy storage configurations [3] - Challenges remain in the implementation of the new regulations, including the need for dedicated power lines for green electricity connections, which may lead to issues of repeated investment and resource allocation [3] - The new regulations require coordination between existing and new projects, ensuring that cost reductions from the new rules can be applied to ongoing or completed projects without increasing their costs [3]