中国绿证加快走出去，气候组织：在不确定的全球贸易中以“绿”取胜

Core Points - The Climate Group has officially recognized China's Green Electricity Certificate (GEC), marking a significant step in the internationalization of the GEC [1] - The recognition allows Chinese companies to participate in the formulation of international green rules and convert compliance pressure into market competitive advantages [1][3] Group 1: RE100 and GEC Recognition - RE100, a global initiative for companies to commit to 100% renewable energy, now fully recognizes the GEC, which is seen as a "gold standard" for green electricity consumption [3] - In 2024, RE100 member companies are projected to consume 545 billion kWh of electricity, with a renewable energy usage rate of 53%, up from 50% in 2023 [3] - Among 270 member companies in China, 770 billion kWh of electricity was reported, with 59% sourced from renewable energy [3] Group 2: GEC System and Internationalization - The GEC serves as the only proof of renewable energy's environmental attributes in China, with one certificate corresponding to 1,000 kWh of renewable energy [4] - The GEC system has been improved since 2023, addressing issues identified by RE100, such as attribute duplication and validity periods [4] - The transition from conditional to unconditional recognition of the GEC by RE100 simplifies the process for companies in China to declare renewable energy consumption [4] Group 3: Market Dynamics and Future Directions - The recognition of the GEC by RE100 is expected to enhance the green competitiveness of Chinese export-oriented enterprises and reshape the global green supply chain [5][6] - The National Energy Administration plans to strengthen communication with RE100 and promote the international recognition of the GEC [5] - In the first quarter of this year, the GEC market saw a sixfold increase in new transactions, with over 80% of consumers coming from the manufacturing and energy sectors [6]