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赵冬昶:从双积分到碳积分,中国汽车行业低碳转型路径探索
Zhong Guo Qi Che Bao Wang·2025-06-06 08:34

Core Viewpoint - The transition from the "dual credit" policy to a new "carbon credit" management system is essential for the future of the Chinese automotive industry, driven by the need to align with national "carbon dual control" strategies and to address broader carbon emission challenges [2][3]. Group 1: Necessity of Transition - The "dual credit" policy, initiated in 2013, successfully boosted the production and sales of new energy vehicles, but the focus has shifted from energy security to a broader "carbon" agenda [2]. - The national strategy will transition from "energy consumption dual control" to "carbon emission dual control," allowing more flexibility for clean energy sources [2][3]. Group 2: Understanding Carbon Credits - The carbon credit system is expected to upgrade the existing fuel consumption credits, focusing on a comprehensive management approach that includes production processes and energy types used [4][5]. - Carbon credits will encompass a wider range of emissions, including those from production and the energy efficiency of the products themselves, creating a more holistic management framework [5]. Group 3: Key Issues for New Mechanism - Four critical points need to be addressed for the integration of dual credits and carbon credits: 1. Adjusting the accounting mechanism while maintaining flexibility for product diversity [6]. 2. Establishing guiding mechanisms for the transition from fuel consumption credits to carbon credits, while retaining some form of dual credit as a safety net for the industry [6][7]. 3. Expanding management boundaries to include upstream responsibilities, such as battery and material suppliers [7]. 4. Retaining credit trading mechanisms to enhance policy value and efficiency, potentially integrating with broader carbon markets [7]. Group 4: Future Outlook - The shift to carbon credits represents a significant management innovation for the industry, requiring a long-term, comprehensive perspective to ensure a sustainable low-carbon future for the Chinese automotive sector [7].