[Opportunity mining]Development and Reform Commission promotes the development of green power trading pilots, new energy operators may attract attention

According to reports, the responsible comrades of the Development and Reform Commission stated that the State Grid Corporation and China Southern Power Grid will organize the Beijing Power Exchange Center and the Guangzhou Power Exchange Center to carry out the green power trading pilot work. The implementation rules for green power trading will be compiled, and the technical platform functions will be further improved. Registration of market entities and green power trading. In the initial stage of the pilot, it is planned to select regions with strong green power consumption willingness. After the green power trading pilot work is launched, other willing regions will also provide active support in the future. During the pilot process, relevant departments will strengthen guidance, improve relevant supporting policies, and coordinate and resolve relevant issues in a timely manner.

　　Guojin SecuritiesIt is pointed out that the integration of green power with certificate and power supply will support the “green card” for manufacturing enterprises. Green power trading is a medium- to long-term transaction based on green power products such as wind power and photovoltaics. Compared with the green certificate that started in 2017, the green power certificate is bundled with physical electricity, and the ownership is clear. Users can directly purchase electricity in the green power market + obtain the green certificate. At present, the users of green power mainly include export companies, companies that promise to use 100% renewable energy in the future, and domestic companies that voluntarily commit to purchase green power. In the future, such as the introduction of a carbon border adjustment tax, high energy-consuming companies such as steel and aluminum will also enter the green power trading market.

The agency pointed out that the first batch of green power transactions reached 7.935 billion kWh. It is expected that with the advancement of the green power market in 2022, the market size will be at least 20-30 billion kWh (only half a year in 2021); after 2023, If the EU carbon border adjustment tax is launched, more energy-intensive companies will enter the market, and the scale of green power transactions may be expected to see hundreds of billions of kilowatt-hours.In the future, the main increase in green power will come from affordable new energy online, green power premium + market space expansion, dual factors driving the growth of new energy operators, it is recommended to pay attention to new energy operators: A sharesThree Gorges Energy、Zhongmin Energy; H sharesCGN New Energy、Longyuan Power、Datang New Energy。

(Source: Securities Times Net)

Article source: Securities Times

Editor in charge: DF506

Original title:[Opportunity mining]Development and Reform Commission promotes green power trading pilots, new energy operators may attract attention