[SMM Computing Power News] Green Electricity Direct Connection Traceability Limited; Ningxia Offers the Largest Cost Discounts

Published: Sep 3, 2026 09:51

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SMM learned that the rules for direct green electricity connections have been further clarified. Under the grid-connection direct-connection model, small-volume green electricity is temporarily unable to complete traceability certification; only after signing a power purchase contract through formal green electricity trading channels can an application be submitted for the corresponding green electricity certificate to complete traceability. Meanwhile, green electricity direct-connection projects nationwide are uniformly required to pay power sales and distribution-related fees in accordance with Document No. 11925, with the Northwest region offering the largest discounts nationwide. SMM believes that the higher traceability threshold will drive computing-power enterprises to shift from physical direct connections to contract-based direct procurement; after the fee basis is unified, differences in regional discounts may further amplify the electricity price advantage in western China. In the Horinger New Area of Inner Mongolia, the electricity prices for direct green electricity supply to households are approximately 0.33–0.36 yuan/kWh.

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