Utilities - HK/China: Watt’s Up #103: May power output +4%, carbon reduction plan, renewables return

Research evidence excerpt

Utilities - HK/China: Watt’s Up #103: May power output +4%, carbon reduction plan, renewables return

Power: Shaanxi promotes green power direct connection

According to BJX.com on 17 June, the Shaanxi provincial NDRC recently issued a notice

to further promote green power direct-connection projects, expanding eligible

participation on both the load and power generation sides.

The policy supports new and existing industrial loads, export-oriented enterprises with

decarbonization needs, industrial parks, and zero-carbon parks to directly connect with

nearby renewable energy sources through single-user or multi-user models. It also allows

new, under-construction, and certain existing renewable energy projects - including

those facing grid connection or curtailment issues - to participate after completing the

required procedures, while encouraging pilot applications for grid-connected renewable

projects.

The notice emphasizes improving local renewable energy consumption through energy

storage, flexible load management, and multi-energy integration, and permits cross-

regional green power direct-connection projects under coordinated arrangements.

Projects must follow a “load-determined supply” principle, maintain minimum self-

consumption ratios, and limit electricity exported to the public grid to reduce system

pressure. Self-generation proportion should be >60% of total power generation and self-

consumption proportion should be >30% of total power consumption. Each project is

required to establish an independent responsible entity to oversee investment,

operation, infrastructure, and market participation, while ensuring generation and load

construction schedules remain aligned.

In addition, the policy introduces strict construction and ownership requirements,