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铁山港的“零碳”之路——零碳园区破局供给侧改革 广西蹚出产业升级新路径
Zhong Guo Fa Zhan Wang· 2026-02-24 08:54
Core Viewpoint - The exploration and practice of "zero carbon" at Tieshan Port represents a successful supply-side structural reform that revitalizes high-energy-consuming industries through the introduction of "green electricity," ultimately fostering a new growth pole for Guangxi's industrial future [1] Group 1: Structural Challenges and Solutions - Guangxi's industrial parks face a "dual paradox," with abundant renewable energy resources but insufficient grid capacity leading to "abandoned wind and solar" energy, while simultaneously hosting high-energy-consuming industries that rely heavily on traditional power sources [2] - The Tieshan Port Industrial Zone has proposed a new solution by shifting from "factor-driven" to "institutional innovation-driven," aiming to restructure energy supply to better fit industrial needs through direct connections to renewable energy sources [2][3] - The innovative "190MW offshore wind power green electricity direct connection" model allows for a direct link between a nearby offshore wind farm and the industrial zone, achieving over 98.6% green electricity usage [2][3] Group 2: Economic Impact and Industrial Upgrading - The new model reduces electricity costs for enterprises by 20% and creates a "zero-carbon ID" for products, transforming green electricity into a "green premium" and shifting competition from price to value [3] - The Tieshan Port Industrial Zone has established a dual threshold for project admission, rejecting high-carbon projects and focusing on industries that can deeply integrate with green electricity, such as marine equipment manufacturing and ecological aluminum [4] - The industrial chain for marine equipment has been developed with a full lifecycle approach, achieving an annual production capacity of 500 offshore wind turbines and a 40% increase in production efficiency through digitalization [4] Group 3: Future Prospects and Challenges - The Tieshan Port Industrial Zone has planned 39 key projects with a total investment exceeding 27.5 billion, expecting the marine equipment industry to generate over 30 billion annually and ecological aluminum to exceed 5 billion [5] - Challenges remain, including the need for central approval for offshore wind farms, complex multi-party interests in green electricity direct supply, and insufficient social capital participation in zero-carbon infrastructure investments [6] - The exploration at Tieshan Port serves as a valuable reference for industrial park transformation in western regions, demonstrating how local green electricity resources can be converted into high-value industrial output [6][7]