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E ExportT ThemeS Style0 Reset+ Zoom in- Zoom outEsc Close
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Strengths
• Bound to real high-power-consumption loads with a high green electricity consumption rate; revenue structure upgraded from single electricity savings to triple revenue streams
• High matching degree between cold storage energy consumption curves and photovoltaic output; credible data facilitates carbon accounting
Weaknesses
• Heavy asset investment with a single-entity payback period of three to four years or more
• Reliance on local grid interconnection and green electricity market trading rules, with significant execution variance across counties
Opportunities
• The 2026 green electricity new policy explicitly allows independent green certificate trading, opening dual revenue-boosting channels
• Rigid demand for carbon disclosure among food export enterprises drives willingness to pay for carbon footprint certification
Threats
• Market-based electricity price fluctuations may compress rooftop leasing and discount spreads
• Large energy state-owned enterprises sinking into county levels to directly compete for rooftop resources
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