高碳行业基准减碳路径发布 马骏：下一步发布细分行业减碳目标基准

Core Insights - The report by the Beijing Green Finance and Sustainable Development Research Institute presents the first phase of research on carbon reduction benchmarks for high-carbon industries in China, suggesting that the transformation pathways under a 2-degree scenario should serve as a benchmark for financial institutions and third-party organizations to evaluate corporate transformation plans [1] Group 1: Research Findings - The report systematically displays the benchmark carbon reduction pathways for six high-carbon industries in China, including electricity, steel, cement, chemicals, non-ferrous metals, and glass, from 2020 to 2060 under the "dual carbon" context [1] - It assesses the long-term dynamic impacts of transformation risks and climate physical risks on China's macroeconomy, industrial structure, and carbon emissions [1] - The report simulates the transformation pathways of typical high-carbon industries from 2020 to 2060, covering changes in industry output, carbon emissions, and carbon intensity based on different climate warming scenarios (1.5 degrees, 2 degrees, and 3 degrees) [1] Group 2: Future Research Directions - The director of the Beijing Green Finance Institute, Ma Jun, emphasized that transformation finance is a crucial breakthrough and growth point for the future development of green and sustainable finance [1] - The next phase of research will optimize relevant models and data, focusing on carbon reduction target benchmarks for sub-sectors such as construction, real estate, water transport, air transport, ceramics, and paper [1]