从电网弃子到绿电先锋：蒙西电网的二十年电网破壁战

Core Viewpoint - The article highlights the transformative journey of the Inner Mongolia power grid, which has evolved from being marginalized to becoming a significant player in China's electricity market through innovative reforms and green energy initiatives [1][8]. Group 1: Historical Context - The independent development of the Inner Mongolia power grid began in 2002 after the national power reform, which left it outside the national grid system due to its smaller scale and high debt [1][2]. - In 2009, a strategic plan divided Inner Mongolia's power grid, creating a unique structure where the eastern part fell under the national grid while the western part remained independent [2][3]. Group 2: Market Innovations - In 2010, the Inner Mongolia power grid established China's first electricity trading market, laying the groundwork for future market reforms [3]. - By 2015, it introduced a bundled trading model for renewable and thermal power, addressing renewable energy consumption challenges and providing a replicable success model for the nation [3][4]. - As of January 2025, renewable energy capacity in the Inner Mongolia power grid exceeded 61 million kilowatts, accounting for over 50% of its energy mix, marking a historic shift from coal-dominated to renewable energy [3][4]. Group 3: Green Electricity Transactions - In September 2023, the Inner Mongolia power grid successfully executed a green electricity transaction of 2.33 million kilowatt-hours with Hubei, achieving comprehensive coverage across four major regions in China [1][5]. - The participation of Huaneng New Energy in this transaction underscores the recognition of new trading mechanisms by power generation companies [5][6]. - The Inner Mongolia power grid has developed a mature mechanism for green electricity transactions, with a total of 757 billion kilowatt-hours transacted in 2024, leading the nation in both scale and growth [5][6]. Group 4: Future Challenges and Strategies - The Inner Mongolia power grid faces challenges such as price volatility, with the average clearing price in the spot market dropping from 0.344 yuan/kWh to 0.153 yuan/kWh between January and April 2025, a decrease of 56% [6][7]. - To address these challenges, the grid is implementing differentiated pricing strategies for renewable energy projects based on their commissioning dates [7]. - Ongoing infrastructure improvements, including new transmission projects, are enhancing the grid's capacity to deliver renewable energy, with a 96,000-kilowatt increase in transmission capability [7][8]. Group 5: Economic Impact - By the end of 2024, the Inner Mongolia power grid reported total assets of 148 billion yuan, with operating revenue of 121.8 billion yuan and a profit of 4.517 billion yuan [6][8]. - In 2024, the grid's electricity delivery reached 337.7 billion kilowatt-hours, accounting for one-sixth of the national cross-provincial electricity delivery, with green electricity exports exceeding 60 billion kilowatt-hours [6][8].