吕文斌：碳排放双控将为中国绿色低碳产业发展提供更大空间

Core Insights - The year marks the beginning of the "15th Five-Year Plan" and the first year of China's transition from energy consumption dual control to carbon emission dual control, which is expected to stabilize expectations for green, low-carbon, and high-quality development across society [1][2] Group 1: Achievements in Energy Development - Over the past five years, China has achieved significant milestones in energy development, including a diversified supply system comprising coal, oil, gas, nuclear, and renewable energy [1] - By 2025, China's total energy production is projected to increase by nearly 40% compared to a decade ago, with a self-sufficiency rate maintained above 80% [1] - New installations of wind and solar power have exceeded 300 million kilowatts, and the scale of new energy storage installations is rapidly growing [1] Group 2: Energy Consumption and International Cooperation - The electrification level of end-use energy in China ranks among the highest globally, leading to a total electricity consumption exceeding 10 trillion kilowatt-hours, with non-fossil energy consumption accounting for over 20% of total energy consumption [1] - China has engaged in green energy project cooperation with over 100 countries and regions, with exported wind and solar products cumulatively reducing carbon emissions by approximately 4.1 billion tons over the past five years [1] Group 3: Future Goals and Market Opportunities - The "15th Five-Year Plan" is a critical period for achieving carbon peak goals and establishing a new energy system, with a focus on promoting green and low-carbon industries [2] - The implementation of the carbon emission dual control system is expected to create greater market space for green and low-carbon industries, stimulating innovation and internal motivation for carbon reduction among businesses and residents [2] - As global trade rules shift towards green and low-carbon practices, China's establishment of a robust carbon emission dual control system will facilitate broader international market expansion and higher-level participation in global value chain division [2]