海南自贸港：电碳耦合助力出口企业跨越国际绿色贸易壁垒

Core Viewpoint - The official launch of the Hainan Free Trade Port on December 18, 2025, marks a significant milestone, enabling Hainan to implement "zero tariffs, low tax rates, and simplified tax systems," positioning it as a core "transit hub" connecting China's vast market with Southeast Asia and the global market [1] Group 1: Macro Changes - The closure operation will lead to significant changes in electricity demand across four dimensions: industrial migration, economic structure, population dynamics, and international cooperation [2] - Industrial migration will result in a "heavy" and "precise" electricity load due to the establishment of offshore trade, cross-border finance, and large-scale data centers, necessitating a strong demand for renewable energy to enhance global competitiveness [2] - By November 2025, Hainan's clean energy installed capacity reached 87%, with a generation share of 73%, indicating a leading position in energy transition, but rapid growth in electricity demand poses challenges for matching supply and demand [2] Group 2: Population Structure Changes - The closure policy is expected to attract a significant influx of high-end talent, leading to a "full island electrification" trend, with tax incentives resulting in over 360 billion yuan for enterprises and 190 billion yuan for individuals [3] - The demand for electric vehicles and smart home appliances will increase, impacting peak and off-peak electricity loads, while innovation platforms will require a more flexible and responsive power system [3] Group 3: International Cooperation - Hainan will serve as a hub for domestic and international dual circulation, enhancing energy trade with Southeast Asia through the Regional Comprehensive Economic Partnership (RCEP) [4] - The launch of the "Sea Wind Green Ethanol" project will provide clean energy for the Free Trade Port and facilitate international trade [4] - The traditional one-way oil and gas import model is shifting towards a two-way trade in green hydrogen and offshore wind power technology services [4] Group 4: Power Response - The electricity sector must innovate and reform to build a power service system that aligns with international trade rules, including a "millisecond-level" reliable power system to support high-end industries [5] - The completion of the 500 kV main grid enhances transmission capacity by over four times, ensuring flexible and reliable power supply across the island [5] Group 5: Energy Efficiency and Digitalization - The establishment of a virtual power plant management center in Hainan aims to balance energy consumption and carbon emissions through digital twin technology [6] - The virtual power plant can provide customized "green electricity" services to data centers, ensuring dynamic balance between supply and demand [6] Group 6: Social Electrification - The launch of the first V2G (Vehicle-to-Grid) charging system in Hainan aims to meet the electric needs of high-end talent and support the electrification of transportation and smart home networks [7] - A "one network" operation model will facilitate the integration of various charging scenarios, enhancing the overall electric service environment [7] Group 7: International Energy Trading Center - The establishment of an international energy trading center in the Yangpu Economic Development Zone will initially focus on oil and gas spot trading, gradually expanding to cross-border green electricity trading and carbon emission rights trading [8] - Hainan aims to transition from an energy consumer to a regional energy transition technology exporter, establishing its position as a bridge between China and ASEAN [8]