In May 2026 NDRC and NEA issued the Notice on Orderly Advancing Multi-User Green-Power Direct Supply (NDRC/NEA [2026] No. 688), pushing direct green supply from single-user 'one-to-one' pilots to park-scale 'one-to-many' sharing — multiple legal entities can share green power via dedicated lines under a park committee or third-party lead, so chemical parks can pool loads and plan renewable access without each firm filing separately. The notice sets three hard ratios: self-consumed power ≥60% of available generation, ≥30% of total consumption (≥35% before 2030), and annual fed-in power capped at ~20%; it also prioritizes green hydrogen/ammonia/methanol, dovetailing with the Jul-2026 15th FYP carbon-peak action plan that ranks 'zero-carbon park demonstration' first among ten actions and launches 100 national pilot parks by end-2026. For chemical firms, direct green supply re-rates both carbon and energy cost: petrochemicals enter the national ETS in 2027, with the carbon price up from ¥48/t at 2021 launch to ~¥90/t in Jul 2026, so green substitution cuts Scope-2 emissions and directly lowers carbon cost and CBAM export exposure; meanwhile solar LCOE has fallen to ¥0.25–0.40/kWh, below the ¥0.60–0.80/kWh industrial tariff, and park-scale multi-user pooling lets SMEs aggregate scattered demand into a single wholesale participant, cutting barriers and transaction cost. We hold that within the 2026–2028 window, parks and firms with integrated 'self-owned renewables + storage + dedicated line' planning and early product carbon-footprint ledgers will lock in a deterministic cost edge under rising carbon prices and tightening quotas; traders should fold counterparties' green-supply ratio and carbon-footprint certification into credit and hedging frameworks.