文 | 中关村储能产业技术联盟 近日，国家发展改革、国家能源局印发《关于有序推动绿电直连发展有关事项的通知》（发改能源 〔2025〕650号），探索创新新能源生产和消费融合发展模式，促进新能源就近就地消纳。 定义： 文件提到， 本文所指的绿电直连是指风电、太阳能发电、生物质发电等新能源 不直接接入公共电 网，通过直连线路向单一电力用户供给绿电， 可实现供给电量清晰物理溯源的模式。其中，直连线 路是指电源与电力用户直接连接的专用电力线路。 分类： 按照负荷是否接入公共电网分为 并网型和离网型 两类。并网型项目作为整体接入公共电网，与公 共电网形成清晰的物理界面与责任界面，电源应接入用户和公共电网产权分界点的用户侧。 投资主体： 鼓励模式创新。绿电直连项目原则上 由负荷作为主责单位 。包括民营企业在内的各类经营主体( 不 含电网企业 )可投资绿电直连项目。 项目电源可由负荷投资，也可由发电企业或双方成立的合资公 司投资，直连专线原则上应由负荷、电源主体投资。 项目电源和负荷不是同一投资主体的，应签订 多年期购电协议或合同能源管理协议，并就电力设施建设、产权划分、运行维护、调度运行、结算 关系、违约责任等事项签订协 ...

Group 1 - The core viewpoint is that the photovoltaic sector is experiencing a significant boost in sentiment due to high installation growth, with the photovoltaic 50 ETF (159864) rising over 1.1% [1] - In the first quarter, domestic photovoltaic new installations reached 59.71 GW, representing a year-on-year growth of 30.5%, with March alone seeing installations of 20.24 GW, a remarkable increase of 124.39% year-on-year [1] - Western Securities forecasts that by the first quarter of 2025, the national photovoltaic new grid-connected capacity will reach 59.71 GW, with distributed photovoltaic installations at 36.31 GW, showing a year-on-year increase of 43.4% [1] Group 2 - Wind power installations also saw growth, with an addition of 14.62 GW in the same period, marking a year-on-year increase of 17.2% [1] - The recent widespread power outages in Europe highlight the vulnerability of the power grid, which is expected to increase demand for intelligent regulation functions in household and industrial storage, prompting companies to explore new storage configuration models [1] - The photovoltaic 50 ETF tracks the photovoltaic industry index (931151), which includes listed companies across the photovoltaic supply chain, reflecting the overall performance of China's photovoltaic industry [1]