国管局：鼓励开展碳资产交易、虚拟电厂、绿电消纳等前沿领域探索 | 1月全国可再生能源绿色电力证书核发及交易数据

Policy Updates - The National Government Affairs Administration issued a notice on energy conservation for public institutions in 2026, focusing on carbon peak goals and enhancing the dual control mechanism for carbon emissions [1][12] - The notice includes the publication of a carbon emission accounting guideline for public institutions, defining the boundaries, factors, and methods for carbon emission calculations [1][12] - It emphasizes optimizing energy structure, promoting electrification, and increasing the use of renewable energy and green low-carbon technologies [1][12] - The notice encourages exploration in carbon asset trading, virtual power plants, and green electricity consumption [1][12] - A new collection of topics on green and low-carbon transformation for 2024-2025 will be published, along with the initiation of new project applications [1][12] Industry Insights - In January 2026, the National Energy Administration issued 196 million green certificates, covering 832,000 renewable energy projects, with 151 million being tradable, accounting for 76.79% [4][15] - The issuance for December 2025's renewable energy generation corresponds to 152 million green certificates, representing 77.49% [4][15] - The breakdown of green certificate issuance in January includes 8,545 for wind power, 5,490 for solar power, 4,158 for conventional hydropower, 1,311 for biomass, and 98 for other renewable sources [6][17] - In January 2026, 102 million green certificates were traded, with 33.69 million being for green electricity [6][17] - The trading of green certificates included 6.5 million for 2024 production year at an average price of 1.25 yuan each, and 61.88 million for 2025 production year at an average price of 5.51 yuan each [8][21] - The average price for 2024 certificates increased by 11.64%, while the price for 2025 certificates rose by 7.04% [8][21] Regional Monitoring - The East China Energy Regulatory Bureau is actively monitoring the power supply and demand situation during the Spring Festival, ensuring stable operation of the power system and efficient consumption of renewable energy [11][22] - The bureau coordinated inter-provincial power transactions to enhance resource sharing, increasing renewable energy consumption in Anhui by 116 million kilowatt-hours [11][22] - It also addressed public concerns during the holiday, ensuring power supply for critical locations and preparing charging services for electric vehicles at highway service areas [11][22]