文 | 山东省发展和改革委员会 2月28日，山东发改委发布关于公开征求《关于贯彻发改价格〔2 0 2 5〕11 9 2号文件进一步 明确新能源就近消纳价格政策有关事项的通知（征求意见函）》意见建议的公告。 本通知新能源就近消纳项目，是指电源、负荷、储能等作为整体与山东电网连接，形成清 晰物理界面和安全责任界面、以新能源发电为主要电源的绿电直连、源网荷储一体化、智 能微电网、跨用地红线接入的分布式新能源等新能源专线供电项目。 近消纳项目电源应接入用户和公共电网产权分界点的用户侧，新能源年自发自用电量占总 可 用 发 电 量 比 例 不 低 于 60% ， 占 总 用 电 量 比 例 不 低 于 3 0% 、 2 0 3 0 年 起 新 增 项 目 不 低 于 3 5%。 输配电费 项目实行按容（需）量缴纳输配电费，下网电量不再缴纳系统备用费、输配环节的电量电 费。月度容（需）量电费=按现行政策缴纳的容（需）量电费＋所在电压等级现行电量电 价标准×平均负荷率×730小时×接入公共电网容量。 系统运行费 项目使用公共电网时视同工商业用户，暂按下网电量缴纳系统运行费，逐步向按占用容量 等方式缴费过渡；暂免缴纳自发自用 ...

Core Insights - The article discusses the significant achievements and challenges faced by China's renewable energy sector, emphasizing the need for new consumption models to address increasing difficulties in energy absorption and power system regulation [1] Policy Developments - In February 2025, the National Development and Reform Commission and the National Energy Administration issued a notice aimed at market-oriented reforms for renewable energy grid pricing to tackle consumption issues [1] - In May 2025, a notice was released to promote green electricity direct connection projects, introducing new consumption scenarios [1] - On September 12, 2025, a further notice was published to refine pricing mechanisms for local consumption of renewable energy, providing clear guidelines for project investors [1] Project Construction Requirements - The notice outlines specific technical requirements for renewable energy local consumption projects, clarifying the rights and obligations of project participants [2] - It emphasizes the importance of establishing clear physical and safety responsibility boundaries to mitigate risks and operational disputes [2] Consumption Ratio and Weighting - The notice mandates that the annual self-consumed electricity from renewable sources must account for at least 60% of total available generation and 30% of total electricity consumption, with a minimum of 35% for new projects starting in 2030 [3] - This high self-consumption ratio aims to reduce the pressure on public grids and ensure alignment with user electricity demands [3] Economic Feasibility Assessment - Investors must evaluate the feasibility of projects based on their ability to reduce electricity costs, focusing on energy costs, transmission and distribution fees, and system operation fees [4] - A comparison between public grid purchasing costs and self-consumption costs is essential for determining economic viability [4] Transmission and Distribution Fee Considerations - The notice introduces a reform in transmission and distribution fees, shifting from a volume-based to a capacity-based charging model [5] - This change may lead to increased costs for projects with low load factors compared to provincial averages, while potentially reducing costs for those with higher load factors [5][6] Market Participation Pathways - Renewable energy local consumption projects can also generate revenue through "excess power grid connection," but this is highly dependent on the local electricity market's structure [7] - In regions with continuous spot markets, projects face both higher revenue opportunities and increased risk management requirements [7] - Conversely, in areas without continuous spot markets, projects are generally not allowed to send power back to the grid, limiting revenue generation opportunities [8] Overall Impact - The introduction of these policies provides investors with clear guidelines for assessing project feasibility, addressing challenges in local consumption, and promoting renewable energy absorption, ultimately benefiting the renewable energy sector and the broader electricity system [8]