绿电逆袭记：一张绿色“身份证”如何照亮山东制造的未来？

Core Viewpoint - The establishment of the Shandong Green Certificate Trading Service Center marks a significant transformation in the certification of "green identity" in China, creating the first provincial-level green certificate trading hub in the country [1]. Group 1: Background and Challenges - The introduction of green certificates addresses a critical issue in China's manufacturing exports, where the source of electricity (green or gray) is often unclear, leading to challenges in demonstrating environmental value to overseas clients [3]. - Once electricity enters the grid, it becomes indistinguishable, trapping the environmental value of green power and preventing it from translating into competitive advantages for businesses [3]. Group 2: Green Certificate Mechanism - The green certificate serves as an "identity card" for each kilowatt-hour of green electricity, with one certificate corresponding to 1,000 kilowatt-hours of green power, featuring unique blockchain coding for traceability and tamper-proofing [5]. - The previous system required companies in Shandong to purchase green certificates through distant national platforms, creating long processes and limiting the flexibility of green electricity transactions across regions [6]. Group 3: Policy and Market Dynamics - High-energy-consuming enterprises face increased costs when purchasing green certificates, but national policies are increasingly emphasizing the importance of renewable energy consumption, expanding the mandatory green certificate consumption to industries like steel, cement, and data centers [8]. - Shandong's innovative regional trading platform allows power generation companies to sell green certificates independently, enabling electricity consumers to enhance their product's "green content" without altering supply lines [8]. Group 4: Market Impact and Data - The establishment of the center led to the signing of purchase intentions for 7.18 million green certificates on its opening day, facilitating data sharing and market connectivity among the nine provinces along the Yellow River [10]. - As of August this year, the nine provinces along the Yellow River sold 188 million green certificates, accounting for 41% of the national total, while purchasing 121 million certificates, representing 26% of the national total [11]. - By the end of November, Shandong's non-fossil energy power generation capacity reached 135 million kilowatts, making up 53.6% of the total power generation capacity, with solar power leading nationally for eight consecutive years [11].