可再生能源消费新规划重点：供热、制氢等非电领域也需达标

Core Viewpoint - The National Development and Reform Commission has released a draft proposal to establish minimum renewable energy consumption targets and responsibilities for renewable energy power consumption, aiming to promote a green energy transition in China [1][3]. Group 1: Renewable Energy Consumption Targets - The draft introduces minimum renewable energy consumption targets for key energy-consuming industries and provincial regions, with a focus on green certificate trading, self-use of renewable energy, and direct green electricity connections as primary consumption methods [1][5]. - The proposal aims to create clear market demand for various renewable energy sources, including geothermal and biomass energy, thereby assisting companies in complying with international carbon regulations [1][3]. Group 2: Implementation Mechanism - The draft outlines a systematic and detailed approach, including accounting methods, assessment targets, and penalties for non-compliance, indicating a long-term and stable execution mechanism for renewable energy policies [4][5]. - The policy emphasizes the need for monitoring and assessment of renewable energy consumption responsibilities at the provincial and energy consumption entity levels, providing a foundational method for societal participation in renewable energy consumption [5][8]. Group 3: Green Certificate Market - The green certificate system, established in 2017, has matured but previously suffered from low trading volumes due to voluntary participation. The draft now links mandatory consumption responsibilities to green certificate purchases, potentially increasing trading volumes and prices [6][8]. - This change is expected to activate the green certificate market, providing a clear value for compliance and driving demand for green certificates [6]. Group 4: Non-Electric Renewable Energy Applications - The draft includes minimum consumption targets for non-electric renewable energy applications, such as heating and hydrogen production, creating significant market opportunities for industries like solar thermal utilization and biomass heating [8][9]. - The policy provides a pathway for recognizing the environmental value of "green heat," which is crucial for industries reliant on thermal energy, helping them comply with international carbon regulations [8][9].