电投能源（002128.SZ）11月18日在投资者互动平台表示，公司目前没有在建或建成的绿电直连项目。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：有报道说，远景在赤峰的实践：143万千瓦风光+680 MWh储能，实现100%绿电直连工业系统。并且已经稳定运行22个月。电投能源何时能绿电直连供给制 造业企业？电价估计是多少？是卖给第三方企业还是全部自用？ ...

Core Insights - The article discusses the slowdown in private investment in China due to changes in the international environment and adjustments in the real estate market, while highlighting a 2.1% year-on-year growth in private project investment excluding real estate in the first three quarters of the year [1] - The State Council has issued measures to further promote private investment, focusing on enhancing the vitality of private investment and addressing issues related to rights protection and innovation support for private enterprises [1][3] Investment Trends - Private investment is a key indicator of economic stability, with significant contributions from private enterprises in the renewable energy sector [3] - In the energy sector, measures have been introduced to support the development of private capital, including a series of policies aimed at improving market order and reducing investment costs [3][6] Nuclear Power Sector - The introduction of private capital into nuclear power projects has been emphasized, with private capital participation expected to reach 10% in 2024 and increase to 10%-20% by 2025 [4][5] - Some nuclear power projects have already seen private capital participation as high as 20% [5] Policy Measures - The new measures allow for private capital to hold more than 10% in projects, with no upper limit specified, aiming to expand the scope of private investment [5] - The measures also include enhanced regulatory oversight to protect the rights of private enterprises in energy infrastructure [5][6] Government Support - The government is increasing procurement support for small and medium-sized enterprises (SMEs), mandating that at least 40% of project budgets for engineering procurement over 4 million yuan be reserved for SMEs [7][8] - Financial policies are being coordinated to improve access to credit for private enterprises, including the promotion of innovative financing mechanisms [8][9] Communication and Service Improvement - The establishment of a comprehensive service platform for private economic development aims to facilitate communication between the government and private enterprises [10] - A closed-loop process for addressing issues faced by private enterprises has been implemented, ensuring timely feedback and resolution of problems [11] Innovation and Testing Support - The measures encourage the construction of major pilot testing platforms by private enterprises, linking innovation with industry needs [12] - Collaboration between state-owned enterprises, universities, and research institutions with private enterprises is being promoted to enhance market-oriented pilot testing services [12]

Group 1 - The core viewpoint emphasizes the acceleration of renewable energy subsidies and the implementation of various policies that enhance the value reassessment of new energy operators [1][2] - The new storage revenue model is being refined, with a target of 180 million kW of installed capacity by 2027, nearly doubling from 95 million kW at the end of June 2025 [1] - The establishment of a reliable capacity assessment mechanism for traditional power sources is highlighted, which will objectively reflect their contribution to the power system's capacity [3] Group 2 - The implementation of green electricity direct connection fees is expected to promote nearby consumption of renewable energy, with cost savings on system operation fees for self-generated electricity [2] - The capacity compensation mechanism is anticipated to benefit high-reliability traditional power sources such as thermal, nuclear, and large hydropower [3] - The policies aim to enhance the trading mechanisms for electricity, supporting long-term agreements between renewable energy, nuclear power companies, and electricity users [3]

Core Viewpoint - The article outlines the guidelines for the application of green electricity direct connection projects in Hebei Province, emphasizing the support for key industries and the streamlined approval process to enhance renewable energy consumption and efficiency [11][13]. Group 1: Project Support and Prioritization - The Hebei Development and Reform Commission prioritizes applications from key industries such as computing power, steel, cement, chemicals, hydrogen production, lithium-ion battery manufacturing, and biomedicine [2][3]. - Projects already included in the wind and solar project reserve library are also prioritized for green electricity direct connection applications [3]. - New energy projects that have not yet started grid connection construction or are unable to connect to the grid due to renewable energy consumption limitations are encouraged to apply after completing necessary changes [3][4]. Group 2: Project Implementation and Management - Green electricity direct connection projects will not occupy the provincial annual indicators, and third-party organizations will review implementation plans and construction conditions [5]. - Projects must match new or existing loads promptly in case of load interruption, with a limit on the grid-connected electricity proportion during interruption [6][21]. - Projects must commence construction within one year of approval and be operational within three years [8][16]. Group 3: Technical and Safety Requirements - Projects must connect at a voltage level not exceeding 220 kV, with necessary assessments conducted if higher voltage connections are required [9][16]. - A "one-stop" service is encouraged to expedite the approval process for project permits, planning, land use, environmental assessments, and grid connections [10][19]. Group 4: Economic and Social Benefits - Projects should demonstrate good economic and social benefits, effectively reducing electricity costs for enterprises and promoting local green economic development [17][25]. - The projects are expected to adopt advanced technologies to improve energy efficiency and reduce environmental pollution [17][25].

Core Viewpoint - Inner Mongolia has become the first province in China to respond to the national green electricity direct connection policy, optimizing its integrated source-grid-load-storage project application requirements, which serves as a significant reference for other provinces [1][2]. Group 1: Policy Development - The Inner Mongolia Energy Bureau has been proactive in energy reform, issuing guidelines and implementation details for integrated source-grid-load-storage projects since 2021, with the latest revision in November 2023 [2][3]. - The revised guidelines clarify project definitions, application subjects, new load requirements, energy storage configurations, and fee collection standards [3][4]. Group 2: Project Requirements - New load projects are allowed to include green replacement projects and must have an annual electricity consumption of at least 300 million kWh [3]. - Energy storage must be configured at a minimum of 15% of the new energy scale (4 hours), or possess equivalent peak regulation capabilities [3]. - The approval process for projects follows a "mature one, approve one" principle, with 28 integrated projects approved to date, totaling 11.76 million kW of new energy capacity [3][4]. Group 3: Optimizations in Notification - The notification considers Inner Mongolia's wind and solar resource advantages and allows for adjustments in project investment subject requirements, storage scale, and approval processes [4][5]. - The requirement for new load annual electricity consumption has been adjusted to a minimum of 50,000 kW for centralized new energy projects, while the self-consumption ratio for new energy is set at no less than 90% [5][6]. Group 4: Future Developments - The notification also promotes the development of green power supply in industrial parks and integrated wind-solar-hydrogen projects, with over 200 similar projects already applied for [6]. - Future green electricity direct connection projects are expected to play a crucial role in virtual power plants, integrating self-supply, purchasing from power plants, and market trading [6].

Core Viewpoint - The issuance of the "Notice on Promoting the Development of Green Electricity Direct Connection" by the National Development and Reform Commission and the National Energy Administration emphasizes the importance of green electricity direct connection projects in the context of energy transition, highlighting their role in promoting high-quality development of renewable energy and supporting green energy needs of enterprises [1][6]. Group 1: Definition and Scope - Green electricity direct connection is defined as the supply of renewable energy, such as wind, solar, and biomass, directly to a single electricity user without connecting to the public grid [2]. - The projects can be categorized into grid-connected and off-grid types, with grid-connected projects ensuring that the entire project connects to the public grid at the user side [2]. Group 2: Project Management - The management of green electricity direct connection projects must be systematic, sustainable, and equitable, with clear requirements outlined in the notice [3]. - Planning should differentiate between existing and new loads, encouraging new load projects while providing flexibility for existing enterprises with carbon reduction needs [3]. - The notice encourages innovation in project models and diversification of investment entities, allowing various stakeholders, including private enterprises, to invest in these projects [3]. Group 3: Operational Guidelines - The operation of green electricity direct connection projects should align with market reforms, utilizing price signals to optimize operations while minimizing impacts on the public grid [4]. - Projects are required to maintain a self-consumption ratio of at least 60% of available generation and ensure that self-consumed electricity accounts for no less than 30% of total electricity usage [4]. Group 4: Responsibilities and Safety - The notice clarifies the economic, technical, and safety responsibilities of all parties involved in green electricity direct connection projects [5][6]. - Projects must pay relevant fees and ensure compliance with technical standards, including the installation of protective devices and metering systems [5]. - Safety responsibilities are clearly defined at the boundary between the project and the public grid, with both parties required to manage their respective safety risks [6].