从“西电东送”到“西电西用”：协同破局西北绿色转型

Core Viewpoint - The article emphasizes the need for coordinated efforts in the energy transition of Shaanxi and Gansu provinces, highlighting the importance of regional collaboration, policy support, and market mechanisms to achieve efficient resource utilization and low-carbon industrial upgrades under the "dual carbon" goals [1][2]. Group 1: Renewable Energy Development - Shaanxi and Gansu provinces have significant wind and solar resources, with a combined renewable energy installed capacity expected to exceed 100 million kilowatts by the end of 2024 [2] - By 2060, the share of renewable energy installed capacity in Shaanxi and Gansu is projected to surpass 88% and 92%, respectively, with wind and solar power becoming the dominant energy sources [2] - The current industrial ecosystem in Northwest China has formed a collaborative system that includes core manufacturing, power generation operations, and supporting services, showcasing a "complementary competition" dynamic between the two provinces [2] Group 2: Strategic Energy Transition - The "West-to-East Power Transmission" strategy is undergoing a green transformation, shifting from coal-based power to a higher proportion of renewable energy [3] - Differentiated development strategies are recommended for the two provinces: Shaanxi should focus on becoming a self-sufficient power adjustment base, while Gansu should prioritize becoming a major hub for renewable energy exports [3] - Gansu's electricity export volume is expected to reach 400 billion kilowatt-hours by 2060, accounting for 38% of the province's total power generation, with a green electricity share of 95% [3] Group 3: Regional Coordination and Infrastructure - Enhancing the transmission capacity between Shaanxi and the Northwest main grid from 9 million kilowatts to 15 million kilowatts could add 20 billion kilowatt-hours of green electricity consumption during the 14th Five-Year Plan, representing 7.7% of the province's total electricity consumption [4] - The establishment of a new "West-to-East Power Transmission" system is crucial to avoid issues such as "power generation without transmission" and to promote a virtuous cycle of green electricity supply, industrial development, and energy consumption [4][5] - The integration of hydrogen energy, particularly green hydrogen, is identified as a key pathway for low-carbon transformation in Shaanxi's chemical industry, with a focus on developing a comprehensive hydrogen energy manufacturing system [5] Group 4: Market Mechanisms and Policy Recommendations - To achieve a successful green transition in Northwest China, it is essential to strengthen regional coordination and improve market mechanisms, including pilot projects for smart microgrids and flexible resource utilization [6] - Recommendations include balancing the pace of renewable energy development with consumption capacity and establishing a three-tier electricity market mechanism to highlight the value of flexible resources [6] - The article suggests promoting employment transition tools and innovative green financial products to attract more social capital into renewable energy projects and infrastructure development [6]