CCER方法学加速扩容:一次性发布6项方法学征求意见,A股上市公司抢滩布局
Mei Ri Jing Ji Xin Wen·2025-10-19 07:17

Core Points - The recent expansion of CCER methodologies from 4 to 13 indicates a significant shift towards including high-carbon to low-carbon transition areas, such as building energy efficiency and agricultural waste management [1][2][3] - Companies like Longyuan Power and Yueyang Forest Paper view the accelerated growth of the CCER market as an opportunity to diversify their business and enhance China's influence in global carbon governance [1][2] - The release of the fifth batch of methodologies aligns with national policies aimed at promoting green and low-carbon transitions, as well as external pressures from the EU's Carbon Border Adjustment Mechanism (CBAM) set to be implemented in January 2026 [1][5] Summary by Sections CCER Market Expansion - The Ministry of Ecology and Environment has released a total of 15 CCER methodologies this year, indicating a rapid expansion of the market [2][3] - The expansion signifies a transition from pilot projects to a more mature market that covers the entire industry chain [2][3] Company Responses - Longyuan Power has established a specialized carbon asset management company to handle CCER project development and trading, viewing it as an additional value to their clean energy business [3][4] - Yueyang Forest Paper sees CCER as a strategic tool for business transformation, aiming to integrate carbon asset development with traditional operations to enhance profitability [4][5] Challenges and International Integration - Experts caution that while the CCER market is expanding, it still faces challenges in meeting international standards, particularly regarding project verification and data transparency [6][7] - The current methodologies may not yet be ready for international carbon trading under the Paris Agreement due to differences in certification standards and the need for dynamic updates [6][7]