落基山研究所李婷：在减排问题上不能全都靠买绿证

Core Insights - The core objective of China's electricity reform is to restore the commodity nature of electricity and promote resource allocation through market-oriented measures, with a focus on sustainable development strategies [2][6]. Group 1: Electricity Reform - China's green electricity reform has absorbed international advanced experiences while also innovating locally, achieving a series of mechanism breakthroughs [2][6]. - The national unified electricity market framework has been largely established, evolving from cross-provincial green electricity purchases five years ago to direct connections for green electricity today [2][6]. - The electricity reform not only drives its own systemic and revolutionary transformation but also serves as a major driving force for the rapid and large-scale development of renewable energy in the country, positioning China as a leader in the global renewable energy system [2][6]. Group 2: Pricing Mechanisms - There is a need to enhance the price discovery mechanism to activate resource allocation, focusing on both consumption and investment sides [3][6]. - Price signals can effectively guide investments and promote technological innovation, creating a "blood transfusion + active blood" value loop that is crucial for the sustainable development of the industry [3][6]. - Smart pricing mechanisms such as time-of-use pricing and real-time pricing depend on technological advancements in load-side response, which can better reflect market supply and demand changes and address the volatility of renewable energy [3][7]. Group 3: Green Certificates - Green certificates are fundamentally market-based trading tools that can enhance secondary market vitality but should not be relied upon as the primary means of emission reduction [7]. - For energy-intensive and large electricity consumers, relying solely on purchasing green certificates for emission reduction is economically unfeasible; substantial emission reductions require concrete transformation actions [7].