“含绿量”也是“含金量”

Core Insights - The national electricity consumption is expected to exceed 10 trillion kilowatt-hours by 2025, with a significant increase in the share of green electricity [1] - The scale of green electricity and green certificates is expanding, reflecting the concentrated demand for corporate green transformation and the continuous expansion of green electricity application scenarios [1] - The transition to green electricity is becoming essential for many enterprises, with government policies supporting the development of green electricity direct connection models [2] Group 1 - The total installed capacity of new energy storage in China has surpassed 100 million kilowatts, with an expected addition of approximately 370 million kilowatts of wind and solar power in 2025 [1] - Wind and solar power generation is projected to account for about 22% of the total electricity consumption in the country [1] - The issuance of green certificates is expected to reach approximately 2.9 billion, with transaction volumes exceeding the total of previous years [1] Group 2 - There are challenges in the electricity grid construction and peak regulation capabilities, leading to issues like "abandoned wind and solar" in some regions [2] - A notable example includes 8.335 million kilowatt-hours of green electricity being traded from Inner Mongolia to Hainan during the National Day peak [2] - The National Development and Reform Commission and the National Energy Administration have established a framework for the direct connection of green electricity, enhancing resource utilization efficiency [2] Group 3 - Initiatives like Shenzhen's "Green Car Charging Green Electricity" incentive program are promoting the use of green electricity in daily life [3] - The concept of zero-carbon communities is emerging, featuring innovative solutions like solar-powered charging stations and smart waste sorting robots [3] - The green transition is characterized by a mutual influence between supply and demand, with green electricity playing a crucial role in industrial upgrading and economic growth [3]