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绿电园区从虚拟变为现实!
Jing Ji Ri Bao· 2025-08-24 05:29
近年来,绿电园区逐步从虚拟概念变为现实场景。日前,国家发展改革委、国家能源局等部门出台《关 于促进可再生能源绿色电力证书市场高质量发展的意见》,提出依法稳步推进绿证强制消费,逐步提高 绿色电力消费比例并使用绿证核算,在有条件的地区分类分档打造一批高比例消费绿色电力的绿电工 厂、绿电园区等,鼓励其实现100%绿色电力消费。 建设绿电园区,重在强调工业园区的主要能源为光伏发电、风电、水电等清洁能源。在"双碳"目标引领 下,此举直面机遇与挑战,有助于加快构建新型能源体系和新型电力系统,助力产业升级、能源转型、 成本控制等,促进经济社会全面绿色低碳发展。 也应看到,建设绿电园区仍属新鲜事物,没有十分成熟的路径,在积极探索中更要注意统筹兼顾。 因地制宜,兼顾能源结构与产业结构。绿电园区依赖于一定的基础条件。既有较强的新能源供给能力, 又匹配钢铁、有色、建材、化工、数据中心等重点用能行业,园区的供需两端才能"一拍即合",同时解 决"弃电"问题和缺电隐忧,实现新能源产业与特色优势产业耦合发展。比如,宁夏在密集调研、系统分 析基础上,谋划建设全国首个省域绿电园区,加快培育形成新能源装备、新型储能、绿电绿证交易和碳 市场服务等 ...
绿证核发助“双碳”目标实现
Jing Ji Ri Bao· 2025-08-22 22:13
近日,云南省发展改革委、云南省工业和信息化厅、云南省能源局联合发布《云南省推动绿电直连建设 实施方案》,明确将通过6条路径推动绿电资源就地转化,助力"绿电+先进制造业"走深走实,推动产业 绿色低碳转型升级。 (文章来源:经济日报) 针对绿证核发全覆盖过程中遇到的难题,云南省能源局与云南电网公司打通"企业申报—电网核验—能 源局备案"全链条;针对分布式项目分散这一特点,云南电网提供"线上填报+线下核验"服务,为6.5万 户用户匹配网格团队。此外,开通专班绿色通道,确保全部集中式电站建档"零遗漏、高效率"。大唐永 善风电有限责任公司项目负责人杜昊威说:"原先电厂申请绿证建档很费时,如今建起了沟通机制,3天 内便可完成绿证建档。"政企联动后,数据归集效率整体提升60%,大幅提升了绿证核发数据归集的覆 盖面。 据统计,云南省今年上半年绿色电力交易电量3.6亿千瓦时,同比增长超60%,可再生能源绿色电力证 书加快应用。截至7月,云南电网绿证核发数据覆盖容量达1.47亿千瓦,助力"双碳"目标实现。 "绿电+先进制造业"深度融合,零碳园区建设稳步推进,西电东送清洁能源助推区域经济高质量发 展……作为绿色能源大省,云南省电力 ...
国家能源局发布2025年6月全国可再生能源绿色电力证书核发及交易数据
国家能源局· 2025-07-31 07:54
Green Certificate Issuance - In June 2025, the National Energy Administration issued 278 million green certificates, a month-on-month increase of 29.33%, covering 198,700 renewable energy generation projects, with 196 million being tradable green certificates, accounting for 70.64% [1] - From January to June 2025, a total of 1.371 billion green certificates were issued, of which 958 million were tradable [1] Renewable Energy Generation Types - In June, the issuance of green certificates by renewable energy generation type included: - Wind power: 11,078 - Solar power: 6,994 - Conventional hydropower: 8,226 - Biomass power: 1,330 - Other renewable energy: 171 - Total green certificates issued in June: 27,799, and from January to June: 1,371,122 [3] Green Certificate Trading - In June 2025, a total of 60.91 million green certificates were traded nationwide, with 10.33 million being green electricity trading certificates. From January to June, 348 million green certificates were traded, including 107 million green electricity trading certificates [4] - In June, the average trading price of green certificates was 3.40 yuan per certificate, with a month-on-month increase of 24.77% [6] Trading by Renewable Energy Generation Types - In June, the trading of green certificates by renewable energy generation type included: - Wind power: 2,927 - Solar power: 2,364 - Biomass power: 678 - Other renewable energy: 122 - Total green certificates traded in June: 6,091, and from January to June: 34,826 [6]
国家能源局发布2025年5月全国可再生能源绿色电力证书核发及交易数据
国家能源局· 2025-06-25 11:01
Group 1: Green Certificate Issuance - In May 2025, the National Energy Administration issued 215 million green certificates, a month-on-month decrease of 0.59%, covering 127,100 renewable energy generation projects, with 130 million tradable green certificates, accounting for 60.31% [1] - From January to May 2025, a total of 1.093 billion green certificates were issued, of which 762 million were tradable [1] - The breakdown of green certificate issuance by renewable energy type in May includes: Wind power (82,32), Solar power (40,55), Conventional hydropower (74,48), Biomass power (16,37), and Other renewable energy (123), totaling 21,495 [3] Group 2: Green Certificate Trading - In May 2025, a total of 29.87 million green certificates were traded nationwide, including 10.05 million green electricity trading certificates [4] - From January to May 2025, a total of 287 million green certificates were traded, with 96.23 million being green electricity trading certificates [4] - The trading of green certificates in May included 19.82 million certificates with an average trading price of 2.73 yuan per certificate, reflecting a month-on-month increase of 18.12% [5]
公用事业行业双周报:国家能源局发布 4 月可再生能源绿色电力证书相关数据-20250606
Dongguan Securities· 2025-06-06 11:18
Investment Rating - The report maintains an "Overweight" rating for the public utility industry, expecting the industry index to outperform the market index by more than 10% in the next six months [44]. Core Insights - The public utility index has seen a decline of 1.9% over the past two weeks, underperforming the CSI 300 index by 1.0 percentage points, ranking 27th among 31 industries. Year-to-date, the index has decreased by 1.1%, outperforming the CSI 300 index by 0.4 percentage points, ranking 22nd [9][11]. - Among the sub-sectors, three have increased: heating services by 0.4%, photovoltaic power generation by 0.3%, and gas by 0.1%. Conversely, four sub-sectors have decreased: hydropower by 4.4%, thermal power by 1.9%, comprehensive energy services by 0.6%, and wind power by 0.5% [11][14]. - The report highlights significant industry news, including the issuance of 216 million renewable energy green power certificates in April 2025, a 23.94% increase month-on-month, covering 104,300 renewable energy projects [37][39]. Summary by Sections 1. Market Review - As of June 5, the public utility index has decreased by 1.9% in the last two weeks, ranking 27th among 31 industries. Year-to-date, it has decreased by 1.1%, ranking 22nd [9][11]. 2. Industry Valuation - The public utility sector's price-to-earnings (P/E) ratio is 18.4 times. The photovoltaic sector has a P/E ratio of 740.3 times, while thermal power is at 11.9 times [17][18]. 3. Industry Data Tracking - The average price of Shenxi Yulin thermal coal (Q6000) is 560 yuan/ton, down 1.8% from the previous value. The average price of Qinhuangdao port thermal coal (Q5500) is 612 yuan/ton, down 1.4% [29][32]. 4. Key Industry News - The report discusses the promotion of renewable energy and the establishment of a modern electricity business environment, emphasizing the construction of a new power system [40][41]. 5. Industry Weekly Viewpoint - The report suggests focusing on companies like Xin'ao Co., Ltd. and Huadian International, given the ongoing developments in the gas and thermal power sectors [39][41]. 6. Important Company Announcements - Notable announcements include Xinjiang Li New Energy's agreement with Xinjiang Energy Group and Nanfang Energy's planned investment exceeding 3 billion yuan in 2025 [38].
国家能源局发布2025年4月全国可再生能源绿色电力证书核发及交易数据
国家能源局· 2025-05-30 04:38
2025年4月,国家能源局核发绿证2.16亿个,环比增长23.94%,涉及可再生能源发电项目10.43万个。其中可交易绿证1.65亿个,占 比76.36%;本期核发2025年3月可再生能源电量对应绿证1.91亿个,占比88.17%。2025年1–4月,国家能源局共计核发绿证8.78亿 个,其中可交易绿证6.21亿个。 一、绿证核发情况 | | | 二、绿证交易情况 2025年4月,全国交易绿证5940万个,其中绿电交易绿证2739万个。2025年1–4月,全国交易绿证2.59亿个,其中绿电交易绿证8783 万个。 | 可再生能源发电类型 | 4月交易绿证数量 | 1-4月交易绿证数量 | | --- | --- | --- | | 风电 | 3315 | 13248 | | 大阳能发电 | 2416 | 11057 | | 生物质发电 | 190 | 1020 | | 其他可再生能源发电 | 20 | રરા | | 总计 | 5940 | 25916 | 2025年4月,全国绿证单独交易3201万个,交易平均价格为2.31元/个,环比增长63.24%。 ...
ESG月度观察(2025年第3期):绿证市场迈入高质量发展阶段-2025-04-03
Guoxin Securities· 2025-04-03 10:46
Core Insights - Global ESG policies and investments are advancing, presenting both challenges and opportunities. Japan has released its first report guidelines aligned with international sustainability standards, while France's National Climate Adaptation Plan proposes 52 measures to address climate change. The U.S. EPA has rescinded several environmental regulations to ease corporate burdens, and Germany's financial plan along with Tokyo's carbon credit trading highlights the role of green finance in sustainable development. Additionally, the U.S. rejection of the UN Sustainable Development Goals reflects differing national paths in sustainability [2][6][7]. - In China, as of March 2025, efforts are being made to systematically construct an ESG development framework through regional collaboration and top-level design. Shenzhen is leading the green transition with its ESG standard system, while Shanghai promotes low-carbon development through its carbon emission management measures. The National Energy Administration has issued guidelines to promote the high-quality development of renewable energy green power certificate markets [2][7]. - The total scale of ESG funds in China increased by 28.404 billion yuan in Q1 2025 compared to the end of 2024, indicating a recovery in market sentiment. Most domestic ESG funds achieved positive returns in March 2025, with average and median returns of 0.59% and 0.51%, respectively, particularly strong in equity mixed funds [2][25][22]. ESG Important Events - Japan has published its first sustainable development disclosure standards based on ISSB guidelines, marking a significant step for Japanese companies in sustainability reporting [6][7]. - France's National Climate Adaptation Plan outlines 52 measures to enhance climate resilience, focusing on infrastructure upgrades and energy structure optimization [6][7]. - The U.S. EPA announced the repeal of 31 environmental regulations, representing a significant deregulation effort in environmental oversight [6][7]. - Germany's financial plan includes a 500 billion euro proposal to support climate protection and energy transition, with 100 billion euros allocated to existing climate and transition funds [6][7]. Domestic ESG Fund Performance Review - As of March 2025, the total number of existing ESG funds in China is 660, with a total scale of 821.9 billion yuan, reflecting a 28.404 billion yuan increase from the end of 2024. The pure ESG fund scale is 49.858 billion yuan, accounting for 6.07% of the total [22][19]. - In March 2025, domestic ESG funds generally reported positive returns, with the average return at 0.59% and the median at 0.51%. The performance of equity mixed funds was particularly notable [25][24]. ESG Academic Frontiers - Research indicates that artificial intelligence (AI) can significantly mitigate the adverse effects of climate change across various sectors, including energy and transportation. AI applications can reduce manufacturing energy consumption by 30-50% and optimize traffic routes to cut carbon emissions by up to 60% [2][37].