Green Power Direct Connection: Key to Breaking International Green Barriers

The document discusses the urgent need for green power direct connection (direct supply) as a solution for Chinese enterprises facing international green barriers. With the EU's Carbon Border Adjustment Mechanism (CBAM) set for 2026 and Tesla's 100% green power requirement, traditional green power procurement fails to provide accurate traceability due to grid mixing. Green power direct connection offers physical traceability, enabling precise carbon accounting and reducing carbon costs for exported products. Domestically, the surge in new energy installed capacity (74.33GW in Q1 2025) strains grid absorption, necessitating local consumption models like source-grid-load-storage and microgrids. Policy is in pilot phase, with strong demands from export enterprises and local governments. The strategic significance includes reducing carbon costs, breaking green barriers, promoting industrial upgrading, and enhancing brand value. Ultimately, it aims to innovate electricity market mechanisms, spawn new business entities, and form environmental value electricity prices, driving the transition to a new power system and global green supply chain competitiveness.