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绿电直供:破局能源转型,探索电力市场化新路径
Sou Hu Cai Jing· 2025-06-26 02:03
Group 1 - The concept of "green electricity direct supply" is gaining attention in China, aiming to address specific issues within the context of power policy adjustments [1][6] - The emergence of direct supply models reflects the industry's urgent need for a more flexible electricity supply mechanism, requiring close cooperation between major electricity consumers and green electricity suppliers [1][4] - Direct supply of electricity is not a new phenomenon, as self-built power plants have been common in energy-intensive industries like electrolytic aluminum, providing cheaper electricity and showcasing market competitiveness [1][3] Group 2 - Understanding green electricity direct supply requires knowledge of China's complex power grid, dominated by state-owned enterprises across various energy types, including coal, hydro, nuclear, and renewables [3][6] - The electricity market in China faces monopolistic issues, with limited user choice due to strict control by grid companies, making the direct supply model a potential solution to promote market openness and competition [3][6] - The core challenge of green electricity direct supply lies in addressing the instability of green electricity supply due to the intermittent nature of solar and wind energy, necessitating advancements in storage technology [4][6] Group 3 - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote green electricity direct supply, providing institutional support for renewable energy consumption and user-side energy structure transformation [6] - Green electricity direct supply is seen as an effective way to tackle issues of electricity surplus and saturation of green electricity supply, offering stable supply to excellent electricity consumers and new market opportunities for suppliers [6] - Despite challenges, the gradual improvement of policies and continuous technological innovation may position green electricity direct supply as a key direction for reform in China's electricity market [6]