The research report released by CITIC Securities highlights a notable transition in the landscape of direct green power connection—moving away from the exclusive model tailored for single users towards a more inclusive cluster-sharing approach. This transformation substantially reduces the entry barriers for small and medium-sized enterprises (SMEs) to tap into green power resources. The newly introduced policy is designed to bolster the consumption capacity of new energy sources through a series of innovative mechanisms, including localized consumption strategies, source-load coordination frameworks, and traceability-based rights confirmation systems. These mechanisms collectively contribute to fostering low-carbon industrial upgrades and represent a significant institutional innovation aligned with the goals of constructing a new-type power system and achieving dual-carbon objectives.

Looking ahead, it is anticipated that with the rollout of localized implementation guidelines, the refinement of supporting regulatory frameworks, and the gradual reduction in energy storage costs, the multi-user direct green power connection model will emerge as a pivotal strategy for the construction of zero-carbon parks, the facilitation of industrial low-carbon transformation, and the establishment of a sustainable and efficient new-type power system.