向“绿”求“金” 低碳产业重塑经济增长逻辑

Core Insights - The 2025 Shanghai International Carbon Neutral Technology, Products and Achievements Expo highlights the shift of low-carbon transformation from being seen as "high investment, low return" to a "golden track" for revenue growth for companies [1] - The demand for green transformation is increasing, with companies demonstrating that green development can lead to significant financial gains [1] Group 1: Green Certificates and Market Growth - Green certificates, which represent the environmental attributes of renewable energy, are crucial for promoting green electricity consumption, with 1 certificate equating to 1,000 kWh of renewable energy [1] - In the first five months of 2024, China issued 1.093 billion green certificates, with a trading volume of 289 million certificates, marking a year-on-year increase of 490% [1] - The number of participants in green certificate trading reached 96,000 across 34 provincial-level regions in China [1] Group 2: Shanghai's Role in Green Energy - Since 2021, Shanghai enterprises have purchased over 27 million green certificates and over 15 billion kWh of green electricity, aiding in the low-carbon transformation of export-oriented companies [2] - Purchasing green electricity and certificates provides users with a pathway to utilize clean energy and alter their energy consumption structure [2] Group 3: Technological Advancements in Low-Carbon Market - The Shanghai Technology Exchange established a dedicated platform for green technology transactions in December 2023 to enhance the efficiency of matching supply and demand in the low-carbon sector [3] - The platform has recorded 169 completed projects and a transaction value of 824 million yuan, involving various universities and large state-owned enterprises across multiple provinces [3]