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全国政协委员寇纲:推动“电力人民币”落地,以金融创新筑牢能源产业链安全防线
中国能源报· 2026-03-12 14:42
Core Viewpoint - The article emphasizes the need for a coordinated mechanism among the electricity, carbon, and green certificate markets to facilitate China's transition to a green and low-carbon energy system, addressing existing policy bottlenecks and proposing actionable recommendations for high-quality energy development [2][3]. Group 1: Market Coordination - The current "electricity-carbon-certificate" market coordination mechanism is not yet established, leading to discrepancies in the operation of the green electricity trading market, national carbon emission trading market, and green power certificate system [2]. - There is a lack of unified methodological standards for carbon market quota accounting and green electricity consumption accounting, causing confusion for enterprises participating in both markets [2]. - A core proposal is to establish a unified framework for electricity-carbon market coordination to ensure quantifiable, traceable, and tradable carbon emission control [2]. Group 2: Green Energy Utilization - The policy precision regarding the green energy usage constraints for computing centers needs improvement, as there is a mismatch between the regional distribution of computing demand and the availability of renewable energy resources [3]. - A proposed solution is to create a digital infrastructure management system that integrates electricity consumption, water usage, and carbon footprint for computing centers, promoting their location in areas rich in green electricity [3]. Group 3: Energy Pricing and Financial Innovation - The article highlights the importance of transitioning energy pricing from a passive to an active role, given China's high dependence on imported fossil fuels, which poses structural risks to energy security [3]. - The concept of "Electricity Renminbi" is introduced as a mechanism for internationalizing the Renminbi in the energy sector, supported by asset securitization and digital currency [3]. - Financial tools that link green finance with energy supply chain resilience are crucial, including the securitization of energy storage assets and long-term power purchase agreements (PPAs) for renewable energy projects [4]. Group 4: Balancing Development and Emission Reduction - The article argues that balancing development with emission reduction is about coordination rather than trade-offs, suggesting that reducing emissions can drive industrial upgrades and enhance overall productivity [5]. - It emphasizes the need for a differentiated governance framework that considers regional resource endowments, allowing for the continued role of traditional energy sources while promoting renewable energy [5]. - Establishing predictable transition pathways is essential to mitigate uncertainties for enterprises regarding carbon reduction policies [5].