从规则“接收者”到“塑造者” 中国绿色贸易转型进行时 “内外兼修”应对绿色壁垒 将碳成本转化为绿色竞争力 中国绿色贸易的2030蓝图

Core Viewpoint - The article emphasizes the importance of green trade as a key driver for economic growth and highlights China's transition from being a "receiver" of global rules to a "shaper" of them, particularly in the context of green trade and climate governance [1][10][11]. Group 1: Green Trade Development - The recent Central Economic Work Conference in China underscored the need to "actively develop green trade," aligning with the Ministry of Commerce's implementation opinions on expanding green trade [1][10]. - Experts view the implementation opinions as a significant step for China to engage more proactively in global green trade rules and governance, enhancing the design, production, and market expansion of green products [1][11]. Group 2: Global Challenges and Responses - The global green trade landscape is currently undergoing a "rule reshaping" and "pattern reconstruction" phase, facing challenges such as "rule fragmentation" and "green protectionism" [4][15]. - The EU's Carbon Border Adjustment Mechanism (CBAM) is set to expand its coverage to 180 products, including various steel and aluminum-intensive downstream products, starting from January 1, 2026 [4][15]. Group 3: China's Position in Green Trade - By 2024, China is projected to become the world's largest green trade economy, with its import and export scale accounting for 16.1% of the global total [5][17]. - The implementation opinions propose a dual strategy of internal enhancement and external rule-breaking to address challenges, including the establishment of a carbon footprint database to improve data credibility [5][17]. Group 4: Future Outlook - By 2030, China is expected to evolve into a "solution provider" rather than just a "product exporter," and become a key co-creator of global green trade rules [8][21]. - China's green trade policies are anticipated to have a profound impact globally, aiding in the low-carbon transition and influencing the establishment of green standards and rules [8][21]. Group 5: Market Trends and Corporate Strategies - The global business environment is shifting towards sustainability, with 86% of global manufacturing buyers considering green capabilities as a core competitive advantage [6][18]. - Chinese companies are integrating sustainability into their strategies, with brands like "Moli Naibai" emphasizing the importance of aligning with local environmental standards and sustainable practices [6][18][19]. Group 6: Common Misconceptions and Recommendations - Common misconceptions among Chinese enterprises include treating ESG as a marketing topic rather than a core operational capability [7][19]. - Recommendations for Chinese companies include establishing verifiable data systems, focusing on practical scenarios rather than visions, and building long-term content assets [7][19][20].