CCER方法学加速扩容，A股上市公司抢滩布局

Core Viewpoint - The recent expansion of CCER methodologies by the Ministry of Ecology and Environment is expected to have significant impacts on companies involved in carbon asset development, particularly in terms of performance, business upgrades, and strategic restructuring [1] Group 1: CCER Methodology Expansion - The fifth batch of six CCER methodologies has been released, increasing the total from four to thirteen in 2023, and extending coverage from renewable sectors like wind power and afforestation to areas such as building energy efficiency and agricultural waste management [1] - The expansion of methodologies is seen as a move towards facilitating the transition from high carbon to low carbon practices [1] Group 2: Impact on Companies - Companies like Yueyang Forest and Paper are experiencing tangible impacts from the methodology expansion, including accelerated monetization of carbon assets from existing forestry carbon sinks and biomass power generation projects, leading to new profit growth points [1] - The integration of traditional business with carbon asset development is expected to enhance overall project returns [1] - The CCER mechanism is prompting companies to reassess the carbon value of their business lines, driving resources towards areas with high emission reduction potential, which lays the groundwork for future participation in carbon finance and innovative business models [1] Group 3: International Market Considerations - Experts suggest that participation in the international carbon market may still be premature for China, as the overall development of the international carbon market imposes high requirements for methodologies, project audits, and risk management [1] - The European CBAM framework has heightened awareness of "greenwashing" issues, leading to increased scrutiny of both product-level and investment financing behaviors [1]