全国碳市场开启四周年；常州出台首席双碳官制度丨碳中和周报

Carbon Neutrality Policy - The national carbon market has expanded to include steel, cement, and aluminum industries, covering approximately 8 billion tons of emissions, with around 3,700 key emission units expected by 2025 [1] - As of July 15, 2025, the cumulative trading volume of carbon emission allowances reached approximately 673 million tons, with a total transaction value exceeding 46.2 billion yuan [1] - The voluntary emission reduction trading market has also started, with the first batch of certified voluntary emission reductions (CCER) officially issued [1] Power Generation Capacity - By 2024, the total installed power generation capacity in China is projected to reach 3.349 billion kilowatts, with an increase of 429 million kilowatts [2] - New wind and solar power installations accounted for 358 million kilowatts, totaling 1.407 billion kilowatts, representing a year-on-year growth of 33.9% [2] - The green certificate trading volume has increased significantly, achieving a fourfold growth, with 446 million green certificates traded in 2024, a 364% increase year-on-year [2] Local Dynamics - Changzhou has introduced a "Chief Carbon Officer" system to enhance carbon management in key sectors, aiming for full coverage in state-owned enterprises and major companies by the end of 2025 [5][6] - The responsibilities of the Chief Carbon Officer include focusing on carbon policy guidance, energy efficiency, and environmental social governance (ESG) [5][6] Corporate Practices - CATL and BHP have signed a memorandum of cooperation to collaborate on the electrification of mining equipment, fast-charging infrastructure, and battery recycling, aiming to create a sustainable value chain in the mining industry [7][8] - The partnership will focus on developing battery solutions for heavy mining equipment and optimizing battery recycling processes [7][8] Urban Development Forum - The "Cross-Regional Economic Cooperation and Resilient Smart City Development Forum" discussed the need for innovative urban development strategies to achieve carbon neutrality and enhance energy security [9][10] - The forum emphasized the integration of smart technologies and resource recycling mechanisms to support urban carbon neutrality goals [9][10]