三一重能廖旭东：基于科学的减排目标成常态，风电范围3难界定

Core Viewpoint - The rapid development of wind power as a renewable energy source is highlighted, with non-fossil energy generation becoming the main contributor to new installed capacity, accounting for 82.6% of total new capacity [2] Group 1: Industry Trends - The report from the China Electricity Council indicates that wind and solar power are leading in new installed capacity, reflecting a shift towards non-fossil energy sources [2] - The "dual carbon" goals are driving challenges in sustainable development for wind power equipment manufacturing, including conflicts between capacity expansion and carbon emissions [2] - Increasingly stringent green trade policies in overseas markets are raising entry barriers for wind power companies [2] Group 2: Company Initiatives - The company is implementing a "green electricity dual-track system" and developing new technologies to reduce carbon emissions [3] - A clear roadmap for sustainable development is being established, focusing on managing and reducing greenhouse gas emissions across all scopes [3][7] - The company has set up an ESG governance structure with a three-tier system involving the board, leadership group, and execution level to ensure effective implementation of ESG goals [4][5] Group 3: Environmental Management - The company aims to achieve compliance in waste disposal and reduce the carbon footprint of its products throughout their lifecycle [3][11] - Specific measures include regular carbon audits and the establishment of a dual-track system for green electricity, optimizing energy use and enhancing efficiency [7][9] Group 4: Supply Chain and Procurement - A Sustainable Procurement Committee has been established to oversee supply chain management, integrating ESG requirements into supplier management processes [10] - The company prioritizes collaboration with suppliers demonstrating strong sustainable practices and conducts CSR assessments to ensure compliance with environmental and social standards [10] Group 5: Global Market Strategy - The company views stringent international green standards as both a challenge and an opportunity, necessitating continuous optimization in product design and supply chain management [12] - By actively setting scientific carbon targets and promoting green transformation across the value chain, the company enhances its competitiveness in international markets, particularly in Europe [12]