中信证券研报认为绿电直连模式具备保障发电侧利用率&帮助用户侧降碳等作用有望受益于出口型企业刚需直连绿电而加速发展;该模式下占比80%以上自发自用电量需要按政策合理缴纳相应费用但线损&输配等成本的压降以及政策性交叉补贴或将减免有望显著节省中间环节的度电成本相应收益或将由电源与负荷按比例分享对双方均具有较好的经济性与较强的吸引力。
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