拆解减碳目标，dss+谢荣军：提效为何重要？丨能见首席

Core Viewpoint - The State Council of China has approved the "Green and Low-Carbon Development Action Plan for Manufacturing Industry (2025-2027)", emphasizing the need for deep green transformation in traditional industries and the application of advanced equipment and processes to accelerate green upgrades in key sectors [1] Group 1: Green Transformation Goals - The manufacturing sector is a major contributor to energy consumption and carbon emissions in China, accounting for over 60% of total energy consumption [1] - The primary goal of green transformation in industries such as energy, chemicals, and new energy is energy conservation and carbon reduction, which can be further broken down into low-carbon production and innovative business models [2] Group 2: Production Efficiency and Risk Management - For traditional industries, the focus is on low-carbon production, which includes energy-saving technology upgrades, clean energy substitution, process re-engineering, and circular economy practices [2] - Enhancing production efficiency indirectly contributes to carbon reduction by managing risks associated with carbon emissions, such as preventing accidents that lead to emissions [2] - A case study showed that a company reduced equipment failure rates by 75%, leading to increased production efficiency and lower energy consumption [2] Group 3: Product Development and Market Opportunities - Utilizing green raw materials is another pathway for green low-carbon transformation, as developing eco-friendly products can capture market opportunities and naturally lead to carbon reduction [3] - Companies that create products with environmental advantages can achieve competitive market positioning, making carbon reduction a byproduct of market success [3] Group 4: International Expansion and Compliance - For Chinese companies, achieving green low-carbon goals is not only a domestic requirement but also essential for international expansion, especially with the upcoming EU Carbon Border Adjustment Mechanism (CBAM) set to impose significant tariffs on high-carbon exports [3] - The CBAM will affect industries such as steel, aluminum, cement, fertilizers, electricity, and hydrogen, with potential tariffs reaching up to €600 per ton for non-compliant products [3] Group 5: Challenges in International Markets - Chinese companies face challenges in international markets, including profitability issues and controversies in ESG (Environmental, Social, and Governance) practices, often stemming from a focus on short-term gains rather than sustainable practices [4] - Companies are advised to adopt a long-term perspective, improving operational quality and sustainability alongside market penetration efforts [4]