碳阻迹晏路辉：碳管理行业进入数据驱动与人机协同新阶段

Core Viewpoint - The carbon management industry is undergoing a transformation driven by artificial intelligence, shifting from compliance to value creation as companies face increasing pressure to reduce emissions and meet carbon neutrality goals [1][2]. Group 1: Industry Transformation - The carbon management sector is experiencing a significant shift, with traditional methods facing limitations such as lengthy carbon disclosure reports and challenges in collecting Scope 3 data [1]. - The introduction of Carbon AI Agent by Carbon Footprint aims to reduce the time cost of completing carbon disclosure/ESG reports by over 90% and provide dynamic emission reduction suggestions [1]. - Since the introduction of the "dual carbon" goals in 2020, the industry has transitioned from conceptual enthusiasm to practical implementation, with a focus on compliance work [1]. Group 2: Market Dynamics - The industry is currently in a reshuffling phase, characterized by a "Matthew Effect," where many companies are exiting the market, leaving those that focus on core capabilities [2]. - The expansion of the national carbon emissions trading market in March 2023 increased the number of covered companies from 2,100 to 3,700, with total emissions coverage reaching 8 billion tons and transaction volume around 46.2 billion yuan [2]. - 2025 is identified as a critical year for achieving "dual carbon" goals, with heightened policy enforcement and corporate emission reduction pressures [2]. Group 3: Scope 3 Emissions Management - Carbon management is divided into two phases: compliance work that can be replaced by AI and complex areas such as Scope 3 emissions management and high-quality carbon credits [2]. - Scope 3 emissions include indirect emissions not directly controlled by companies, categorized into 15 types, with some areas like business travel being manageable through AI, while others remain challenging [2]. Group 4: Corporate Preparedness - Companies can offset Scope 3 emissions by purchasing carbon credits, adhering to standards like SBTi, which are subject to dynamic adjustments [3]. - High-quality carbon credits are evaluated based on permanence and additionality, with a focus on long-term stability and the recognition of carbon removal technologies [3]. - Building robust data infrastructure is crucial for companies, as evidenced by the growth of the China Carbon Database from 150,000 to over 512,432 data entries since 2021 [3]. Group 5: Future Outlook - By 2035, China's national contribution goals will encompass all economic sectors and greenhouse gases, leading to increased absolute reduction pressures [4]. - Companies need to drive innovation and data accumulation to succeed in the long-term carbon neutrality market, which is projected to be worth trillions [4].