向绿向新 绿色交易市场潜力巨大

Group 1 - The year marks the 20th anniversary of the "Green Mountains and Clear Water are Gold and Silver Mountains" concept and the 5th anniversary of the "dual carbon" goals [1][5] - Since the launch of China's carbon market in 2021, it has contributed to a 4% increase in global carbon pricing coverage, which now stands at 28% of global carbon emissions [1][2] - The national carbon emissions trading market has expanded to include cement, steel, and aluminum industries, adding approximately 1,500 key emission units, which will cover over 60% of national CO2 emissions [1][2] Group 2 - The establishment of both mandatory and voluntary carbon markets creates a "dual drive" for the world's largest carbon market, with the voluntary market being cross-border and based on corporate autonomy [2] - There is significant potential in the voluntary carbon market, especially for companies aiming for carbon neutrality by 2030, with demand expected to grow from various sectors including automotive [2][3] - The need for carbon reduction must be matched by an increase in carbon credit supply, focusing on project viability, technological impact, and biodiversity [2] Group 3 - By 2060, approximately 1.8 billion tons of CO2 will need to be neutralized through carbon capture, utilization, and storage (CCUS) technologies [3] - Financial resources are increasingly directed towards green projects, including innovative initiatives like "fishing and solar power integration" [3] - As of the end of Q2 2025, the balance of green loans reached 42.39 trillion yuan, reflecting a 14.4% increase from the beginning of the year [3] Group 4 - The scope of green finance is expanding, with the new 2025 version of the "Green Finance Support Project Directory" including 271 categories, supporting both pure green projects and traditional projects needing transformation [4] - The voluntary carbon market has seen a cumulative transaction volume of nearly 2.4 million tons and a transaction value exceeding 200 million yuan as of July 28 [5] - The establishment of the National Green Technology Trading Center aims to promote green technology and accelerate its implementation [5]