刘世锦：中国低碳绿色产业崛起 市场发挥关键作用

Core Insights - The rapid rise of low-carbon green industries in China over the past decade, especially in the last five years since the "dual carbon" goals were proposed, is a significant change [1] - China has developed a unique path for innovation-driven green transformation, distinct from the European Union, positioning itself at the forefront of low-carbon green industries globally [1] - The "dual carbon" goals set by the Chinese government are characterized by clarity, credibility, and long-term stability, effectively guiding market participants and societal expectations [1] Group 1 - Market forces play a decisive role in the development of China's low-carbon green industries, with capital, technology, product, and labor markets being the most active segments [1] - Current challenges in renewable energy development include difficulties in distributed energy integration, instability in power supply due to high proportions of renewable energy, market competition, and price declines [1] - The development of renewable energy is an irreversible trend, and these challenges can only be addressed through further reform and accelerated development [1] Group 2 - On the supply side, there is a need to accelerate the design and construction of new power systems; on the demand side, exploring innovative carbon trading mechanisms and implementing carbon reduction responsibilities is encouraged [1] - The government can treat green certificates as carbon quotas for innovative low-carbon green enterprises, allowing these enterprises to sell quotas to high-carbon companies, thus incentivizing innovation in low-carbon sectors [2] - Expanding domestic demand and transitioning from energy consumption control to carbon emission control is crucial for accelerating the development of green low-carbon industries, creating more market space and growth momentum [2]