Until now, the state-owned power grid held a total monopoly on how green energy moved. If a solar farm wanted to sell power to a factory down the road, it couldn't just string a cable across. The power had to be fed into the massive state grid first, blended with coal power, and sold back to the factory.
But China’s massive wave of new solar and wind farms has completely overwhelmed the public grid's capacity. Clean energy is routinely wasted because the main lines literally have "nowhere to go." Meanwhile, industrial parks and tech firms are desperate for direct, unblended green power to meet strict carbon-reduction mandates and global export requirements.
This document ends the state monopoly bottleneck.
By upgrading the policy from "single-user" to "multi-user," regulators are allowing entire industrial ecosystems to cut the middleman out entirely. Multiple separate companies can now pool their money, build private micro-grids, and trade clean power among themselves inside their own localized fences. The rule forces these private setups to consume at least 60% of what they generate locally, meaning they can't just use the public grid as an infinite backup battery when the sun stops shining.
The immediate winners are energy-guzzling tech sectors, specifically
AI data centers and green hydrogen plants. They no longer have to wait on massive, slow-moving state grid expansions to get the clean electricity they need to grow.