两部门发文：2030年新型电网平台初步建成丨碳中和周报

Carbon Neutrality Policy - The National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) issued guidelines for the establishment of a new type of power grid platform by 2030, which will enhance the optimization of power resources and support a renewable energy generation share of around 30% [2][3] - The guidelines emphasize the role of the new power grid as a hub platform, focusing on multi-level collaborative planning and operation of the main grid, distribution grid, and smart microgrids [3] Zero Carbon Parks - The NDRC announced the characteristics of the first batch of 52 national-level zero carbon parks, highlighting balanced regional distribution, strong local renewable energy consumption capabilities, and a target for green electricity supply to account for at least 50% of the parks' electricity consumption [4][6] - The expected carbon emissions per unit of energy consumption in these parks will be approximately 0.25 tons per ton of standard coal, significantly lower than the national average [4] Ecological Environment Initiatives - A joint action plan for the Beijing-Tianjin-Hebei region was released, aiming for a green and low-carbon energy structure, with coal consumption to decline and renewable energy consumption to increase by about 10 percentage points by 2027 [7] EU Carbon Border Adjustment Mechanism (CBAM) - Starting January 1, 2026, the EU's CBAM will enter a charging phase, initially covering six product categories, with plans to expand to around 180 downstream products by 2028 [8][9] - The expansion of CBAM indicates that Chinese export enterprises will face carbon cost constraints extending from raw materials to finished products, necessitating the establishment of accurate carbon footprint accounting capabilities [9] Local Developments - Shandong Province approved its first "green electricity direct connection" project, which integrates power generation, networking, energy consumption, and storage within a single park, providing a traceable green certification for products [10][11] Corporate Practices - The world's first 10,000-ton offshore new energy bulk carrier, "Weiqiao Green Movement 1," was launched, showcasing advancements in electric shipping technology and the potential for zero-carbon operations [11][12] - The vessel employs a dual-engine mode of "lithium battery + fuel," capable of reducing carbon emissions by nearly 10,000 tons annually, and features advanced technologies for autonomous operation and power stability [12]