中国新一轮国家自主贡献目标呈现革命性升级 首次覆盖全经济范围和所有温室气体种类

Core Points - China announced new national contribution targets at the UN Climate Change Summit on September 24, aiming for a 7% to 10% reduction in greenhouse gas emissions by 2035, with non-fossil energy consumption exceeding 30% of total energy consumption [1][3] - The total installed capacity for wind and solar power is targeted to exceed 360 million kilowatts, which is more than six times the capacity in 2020 [1][2] - The new targets represent a significant upgrade from previous commitments, covering all greenhouse gases and emphasizing the need to decouple economic growth from carbon emissions [3] Group 1 - As of August 2023, China's total installed capacity for wind and solar power surpassed 1.69 billion kilowatts, contributing to 80% of new power installations since the start of the 14th Five-Year Plan [2] - To meet the new targets, an additional 2 billion kilowatts of capacity must be added annually over the next decade, requiring a doubling of installed capacity from the 2024 baseline of 1.41 billion kilowatts [2] - The new targets are seen as a scientific response to China's energy transition strategy, with expectations of continued economic growth and rising energy demand across various sectors [2] Group 2 - By 2024, China's energy consumption per unit of GDP is expected to decrease by 11.6%, making it one of the fastest countries in terms of energy intensity reduction globally [3] - The proportion of non-fossil energy consumption reached 19.8%, an increase of 7.8 percentage points since 2015, with projections to exceed the 20% target by 2025 [3] - The national contribution targets are aligned with the UN Climate Change Framework, signaling a clear policy direction for the next decade to achieve economic growth while reducing emissions [3] Group 3 - China's carbon market is expanding its coverage to include major emitting industries such as steel, cement, and aluminum, with plans to extend to petrochemical, chemical, and aviation sectors by 2027 [4]