绿电就近消纳的“经济账”：新价格机制如何重塑新能源赛道？

Core Insights - The new pricing mechanism for renewable energy promotes local consumption and clarifies cost structures for project investors, potentially leading to increased investment in renewable energy projects [1][2][3] Group 1: Policy Changes - The new policy outlines that the stable supply guarantee fees for local consumption projects will include transmission and distribution prices as well as system operation fees [1] - The pricing structure shifts from a two-part system to a capacity-based fee, allowing for more equitable cost distribution among users [2] - The policy aims to address issues related to grid peak regulation and the cost of green electricity, promoting a self-balancing model for local consumption projects [2] Group 2: Economic Implications - The new pricing mechanism allows users to more accurately assess their electricity needs and encourages higher self-consumption rates, potentially increasing profitability [3] - Projects with high load rates and flexibility will receive more incentives, while those with low or unstable load rates may face increased costs, pushing the industry towards refined operations [3] - The optimization of renewable energy and storage collaboration can reduce the burden of capacity fees and enhance project economics [3] Group 3: Zero-Carbon Initiatives - Zero-carbon parks are identified as a significant opportunity for advancing direct supply and local consumption of green electricity [4][6] - The new regulations enhance the efficiency of project storage and promote self-balancing capabilities, particularly in regions with high renewable energy penetration [4] - The shift in storage from a policy-driven accessory to a valuable asset is expected to drive further investment in renewable energy projects [6] Group 4: Risk Management - Green electricity direct connection projects may face investment risks due to potential changes in load from enterprises, necessitating a shift to market-oriented projects [5] - The integration of projects with parks can improve risk resilience by allowing for load adjustments among multiple users [5]