远景智能邢戈：零碳园区把绿色能源的价格优势转化成绿色工业的竞争优势

Core Viewpoint - The construction of national-level zero-carbon parks focuses on "unit energy consumption carbon emissions" as a core indicator, aiming to transform the price advantage of green energy into a competitive advantage for green industries [1] Group 1: Zero-Carbon Park Construction - The core value of zero-carbon industrial parks lies in leveraging the cost advantages of green energy for high-energy-consuming industries, where electricity costs account for over 30% to 50% of production costs [1] - The construction of national-level zero-carbon parks is entering a "fast track" due to recent policy support from various government departments, including the National Development and Reform Commission and the Ministry of Industry and Information Technology [1] - The current carbon emission indicator for industrial parks in the Yangtze River Delta is approximately 2 tons of CO2 per ton of standard coal, while the national guideline requires it to be reduced to 0.3 or 0.2 tons, necessitating 80% to 90% of energy to come from directly connected green renewable sources [2] Group 2: Practical Cases and Solutions - The company has established the world's first zero-carbon industrial park in Ordos, which is based on an annual supply of 10 billion kWh of green electricity and includes battery manufacturing and its upstream and downstream suppliers [3] - The Ordos zero-carbon industrial park features 2 GW of wind power, 2 GW of solar power, 1.6 GWh of energy storage on the supply side, and 1.4 GWh on the load side, ensuring stable green electricity supply through collaboration with the power grid [3] - The company emphasizes a systematic approach to zero-carbon park construction, which includes industrial solutions, financial solutions, EPC solutions, and digital solutions, with a focus on comprehensive considerations of industry type, energy demand, cost structure, and location factors [3] Group 3: Innovative Business Models - The company is advancing the concept of zero-carbon industrial parks into practice through innovative business models, exemplified by the Nike Taicang Logistics Park and Starbucks Kunshan Industrial Park, both achieving significant green energy utilization and carbon reduction [4] - The Nike logistics park generates 17 million kWh of green electricity annually, while the Starbucks industrial park achieves 100% green electricity coverage and 80% carbon reduction through solar power, energy storage, and green electricity trading [4] - Zero-carbon industrial parks are positioned as the infrastructure for a green new industrial revolution, with the company committed to deepening zero-carbon practices and collaborating with various stakeholders to support global carbon neutrality goals [4]