中国2035年新NDC目标公布 企业应该做好什么准备？

Core Points - China has announced a new round of Nationally Determined Contributions (NDC) aiming for a 7% to 10% reduction in greenhouse gas emissions by 2035 compared to peak levels, with specific targets for renewable energy and carbon markets [1][3] - The new NDC represents a historic shift from intensity control to total emissions reduction, covering all greenhouse gases and reflecting a commitment to global climate goals [3][4] Group 1: NDC Goals and Targets - By 2035, non-fossil energy consumption should account for over 30% of total energy consumption, with wind and solar power capacity reaching over six times the 2020 levels, targeting 360 million kilowatts [1][6] - Forest stock should exceed 24 billion cubic meters, and new energy vehicles should become the mainstream of new vehicle sales [1][9] - The national carbon trading market will cover major high-emission industries, contributing to the establishment of a climate-resilient society [1][9] Group 2: Industry Implications - Companies are seen as essential units in achieving the NDC goals, needing to assess their carbon emissions and identify reduction opportunities [2][10] - The energy sector, particularly electricity generation, is responsible for a significant portion of emissions, necessitating a transition to renewable energy sources [4][6] - The wind and solar sectors must increase installed capacity significantly, with a need for a 200% increase in renewable energy installations to meet the targets [7][8] Group 3: Corporate Strategies - Companies must shift from passive compliance to proactive transformation, integrating low-carbon principles into their entire supply chain [10][11] - For instance, Didi has developed a carbon management tool to track emissions from its ride-hailing services and aims to increase the share of electric vehicles in its fleet [11][12] - The wind power industry is encouraged to focus on high-quality development and innovation, moving towards integrated applications and enhancing resource utilization [12]