证券日报网讯1月7日，三峡能源（600905）在互动平台回答投资者提问时表示，绿电直连作为提升新能 源就近消纳能力、满足绿色用能需求的重要途径，正在得到国家和地方主管部门政策支持，目前在具体 政策落地与投资经济性方面仍有待进一步研究，公司将结合业务发展实际，积极研究绿电直连发展模 式，发挥新能源项目开发经验，适时拓展新能源利用途径。 ...

证券日报网讯 1月7日，三峡能源在互动平台回答投资者提问时表示，近年来，公司与阿里云等具有绿 色发展诉求的企业保持密切联系并积极推进，相关合作事项正在洽谈研究中，合作进展取决于市场状 况、合作方自身业务规划等多重因素，存在不确定性，请投资者理性决策、审慎投资，注意投资风险。 除传统的电力交易模式，公司也在探索开发综合能源服务、绿电直连等新型合作模式，力求通过多种途 径帮助客户企业实现减碳降碳的目标，也为公司的电力销售增收创收。 （文章来源：证券日报） ...

文 | 中关村储能产业技术联盟 12月26日，国家发展改革委办公厅 工业和信息化部办公厅 国家能源局综合司印发 《 国家级零碳园区建设名单（第一批） 》 的通知。 首批 国家级零碳园区建设名单共有 52个园区 ，园区范围包括园中园、整体，建设周期要求在2027年、 2028年、2029年、2030年建成。各 地数量如下： 1个： 重庆、浙江、西藏、四川、上海、陕西、青海、辽宁、江西、湖南、湖北、河南、海南、贵州、北京 ； 2个：云南、天津、山西、山东、宁夏、内蒙古、江苏、黑龙江、广东、甘肃、安徽； 3个：新疆、吉林、河北、广西、福建； 随着首批国家级零碳园区名单的正式落地，园区零碳化建设已从地方探索全面升格为国家层面的系统性工程。实现"零碳"目标，核心在于能源 系统的绿色低碳转型，而可再生能源的高比例接入必然带来波动性与间歇性挑战。在此背景下，储能作为关键调节资源，其配置已成为零碳园区 建设中不可或缺的一环。 从试点到国家战略， 零碳园区政策演进之路 我国园区低碳化发展经历了 生态园区、低碳园区、近零碳园区、零碳园区 多个阶段。 "十一五"期间 ，原国家环保总局首次发布生态工业园区标准，将发展低碳经济作为重点 ...

本报12月26日讯 （记者 帅政）12月25日，自治区党委常委、自治区人民政府常务副主席黄志强到自治 区能源局宣讲党的二十届四中全会精神。 （来源：内蒙古日报） 转自：内蒙古日报 黄志强说，党的二十届四中全会是在基本实现社会主义现代化夯实基础、全面发力的关键时期，召开的 一次十分重要的会议。要深刻认识"十四五"时期我国发展取得的重大成就，深刻领会"十五五"时期经济 社会发展"六个坚持"重大原则，深刻把握"十二个方面"重大任务。要深入落实能源强国战略部署，切实 提升能源保障供应能力，加快建设沙戈荒大基地，着力构建新型能源体系。要大力发展绿电直连、绿色 氢氨醇、零碳园区、绿色算力等新场景，以新能源促进绿色低碳转型，高质量建设国家重要能源和战略 资源基地。 ...

Core Viewpoint - The implementation of the new market-oriented pricing for renewable energy projects marks a significant shift from a subsidy-driven growth model to a market-driven approach, posing challenges for the household photovoltaic (PV) sector [1] Group 1: Challenges Facing Household PV - The household PV sector is facing dual structural constraints under the new market-oriented trading environment, which limits its value realization [1] - The grid's capacity is reaching its limits, hindering large-scale development, as many rural distribution networks are overwhelmed by the surge in installed capacity, leading to significant project integration challenges [2] - The decentralized nature of household PV assets makes it difficult to meet market trading requirements, resulting in a revenue dilemma where generated electricity cannot be effectively sold [2] Group 2: Solutions and Innovations - The traditional decentralized development model is inadequate for the new phase, necessitating an innovative approach that balances scale efficiency and grid compatibility, leading to the emergence of the centralized aggregation model [3] - The centralized aggregation model allows for large-scale development of rooftop PV systems at the village level, effectively addressing integration issues and opening new market opportunities [3][4] - This model enhances the bargaining power and market responsiveness of household PV projects by developing them at a megawatt scale, aligning with the technical requirements of market-oriented trading [4] Group 3: Policy Support and Market Trends - National and local policies are strongly supporting the centralized aggregation model, encouraging the development of distributed PV systems through collective village-level integration [4][5] - The centralized aggregation model is seen as a necessary direction for industry development, driven by grid capacity constraints, market demands, and policy support [5] Group 4: Future Prospects - The centralized aggregation model is rapidly gaining traction nationwide, indicating its potential to become a leading force in the market-oriented household PV sector [8] - Companies like Zhengtai Aneng are strategically positioned to leverage this model, potentially expanding into the distributed commercial energy sector and transforming from a household PV leader to a comprehensive energy service provider [8]

发布会上，沈阳市铁西区政府副区长张悦，沈阳经开区、中德园管委会副主任崔孟珣分别发布中德园零 碳园区、沈阳国际生命健康城投资合作场景。中德园计划三年内以头部企业零碳工厂试点为先导，推动 全域绿色转型，2027年实现单位能耗碳排放量0.18吨的国家零碳标准。此次活动中，零碳园区重点推出 4大类8个投资合作场景：清洁能源类涵盖"绿电直连"风电开发、分布式光伏、地热资源利用；智慧管理 类包括能碳智慧管理平台、虚拟电厂建设，助力园区能耗与碳排放精准管控；节能降碳类聚焦设备更 新、余热回收利用，瞄准园区4400余家工业企业的绿色转型需求；国际合作类则围绕构建国家级零碳产 业生态，推动企业与德国、欧盟在绿色标准体系等领域接轨，破解国际贸易绿色壁垒。 如今的中德园已成为我国对德经贸文化交流的重要平台，辽宁发展汽车、生物制药、新能源和新材料产 业的主要载体，沈阳建设东北亚国际化中心城市的关键节点，铁西发展新质生产力的核心区域，综合实 力实现跨越式提升。 2025年，中德园园区规模以上工业总产值预计达1220亿元，年均增长12.1%。十年来，累计实际利用外 资25.25亿美元，外资企业经济贡献度超80%，筑牢经济发展"主引擎"地 ...

Group 1 - The core viewpoint of the article emphasizes the development of an integrated power source, grid, load, and storage system in Wuhan, aiming to enhance the city's energy infrastructure [1] - The proposal includes accelerating the construction of a robust digital smart grid and developing new models such as green electricity direct connection and microgrids [1] - Continuous efforts will be made to promote electrification, gasification, and hydrogenation along the Yangtze River, with the goal of creating a world-class urban power grid [1]

Core Insights - The article discusses the development of the world's largest green hydrogen ammonia project in Chifeng, which has been operational for over 22 months and is directly connected to 100% green electricity [1] - The introduction of the "green electricity direct connection" policy by the National Development and Reform Commission and the Energy Administration is a significant step towards promoting renewable energy usage [1][3] - The policy allows for direct supply of green electricity from renewable sources to single electricity users, enhancing market participation and reducing electricity costs for high-energy-consuming industries [3][4] Industry Implications - High-energy industries such as steel and non-ferrous metals are particularly suited for the green electricity direct connection model due to their high electricity consumption and sensitivity to electricity costs [3][4] - The steel industry is transitioning from traditional long-process methods to short-process methods, where electricity costs constitute a larger portion of total energy consumption, making green electricity essential [4][5] - The integration of artificial intelligence (AI) in optimizing electricity usage strategies is crucial for the steel industry to manage carbon emissions and meet regulatory requirements [5][9] Economic Considerations - The cost of green electricity can be as low as 0.2 yuan per kilowatt-hour, with the potential to reduce end-user prices below 0.4 yuan per kilowatt-hour, depending on local conditions [1][5][6] - The article highlights the disparity in electricity prices across regions, which can affect the competitiveness of green electricity solutions [6][10] - The direct connection model is seen as a way to provide economic incentives for industries to innovate and reduce their carbon footprint [10] Technical Challenges - Successful implementation of the green electricity direct connection model depends on the load characteristics of users, with a focus on their ability to adjust and respond to supply fluctuations [7][8] - The integration of energy storage systems and AI-driven management is essential to ensure stable and continuous power supply while maximizing economic efficiency [8][9] - The article emphasizes the need for a balance between renewable energy generation and storage capacity to avoid supply gaps and ensure safety in operations [8]

Core Viewpoint - The article emphasizes the importance of green electricity consumption and the establishment of zero-carbon parks as key components in the low-carbon energy transition, with a goal of creating around 100 national-level zero-carbon parks during the "14th Five-Year Plan" period [2]. Group 1: Policy and Initiatives - The "Notice on the Construction of Zero-Carbon Parks" outlines the conditions, key tasks, and organizational measures for building zero-carbon parks, indicating a shift from concept to project implementation [2]. - The government aims to increase the proportion of green electricity consumption in key energy-consuming sectors and encourages the establishment of green electricity factories and parks that achieve 100% green electricity consumption [2]. - Various provinces are actively organizing applications for national-level zero-carbon parks and promoting the construction of provincial-level parks [2]. Group 2: Training Program Details - A training seminar on green electricity direct connection and zero-carbon park creation will be held from November 21 to 22 in Chengdu, organized by China Energy News and supported by the China Energy Economic Research Institute [3]. - The training targets a wide range of participants, including power companies, renewable energy enterprises, energy service companies, and professionals involved in zero-carbon park construction [3][4]. Group 3: Course Modules - The training will cover various modules, including discussions on green electricity direct connection policies, application scenarios, pricing mechanisms, investment and returns, and the integration of renewable energy stations [5]. - It will also address the evaluation index system for zero-carbon parks, construction status, investment analysis, key technology paths, and certification processes [5]. Group 4: Financial Information - The training fee is set at 3,900 yuan per person, which includes the training cost, while travel and accommodation are to be self-managed [5]. - Payment can be made via bank transfer, with specific banking details provided for participants [5]. Group 5: Contact Information - Contact details for inquiries are provided, including two representatives from the organizing body [6].

Core Viewpoint - The article emphasizes the importance of low-carbon transformation in industrial parks and the promotion of green electricity consumption, highlighting the establishment of zero-carbon parks as a key initiative supported by national policies [2]. Group 1: Policy and Initiatives - The "14th Five-Year Plan" aims to establish around 100 national-level zero-carbon parks, with provinces actively applying for national and provincial-level zero-carbon park construction [2]. - The government is accelerating the increase of green electricity consumption in key energy-consuming units and industries, encouraging the creation of green electricity factories and parks that achieve 100% green electricity consumption [2]. Group 2: Training Details - A seminar and training on green electricity direct connection and zero-carbon park creation will be held from November 21 to 22 in Chengdu, organized by China Energy News and supported by the China Energy Economic Research Institute [3][4]. - The training targets various stakeholders, including power companies, renewable energy enterprises, energy service companies, and professionals interested in zero-carbon park construction [3]. Group 3: Course Modules - The training will cover topics such as green electricity direct connection policies, project pricing mechanisms, planning and design points, investment and returns, and the application of green electricity in zero-carbon parks [5]. - It will also address the evaluation index system for zero-carbon parks, construction status, investment analysis, key technology paths, and certification processes [5]. Group 4: Financial Information - The training fee is set at 3,900 yuan per person, excluding transportation and accommodation costs, with payment options available through bank transfer [5].