兴业银行鲁政委：碳核算相关领域发展机遇值得重点关注

Core Viewpoint - The 2026 China Chief Economist Forum Annual Meeting emphasizes the theme "Chess in the Middle Game: Building a Strong Nation" and discusses the future carbon governance mechanisms in China, highlighting the importance of carbon accounting for achieving carbon peak and reduction paths [1]. Group 1: Carbon Governance Mechanism - The future five years will see the establishment of a six-carbon governance mechanism in China, which includes local carbon assessment, local carbon control, enterprise carbon management, project carbon evaluation, product carbon footprint, and international carbon coordination [1]. - The foundation of this governance mechanism is carbon accounting, which requires clear models, standards, monitoring, data, auditing, and certification to effectively manage carbon emissions [1]. Group 2: Market Opportunities - The development of the carbon governance mechanism will create two significant market opportunities: the expansion of the carbon market and the differentiation in the electricity market, where green and non-green electricity will have distinct value differences [1]. - The marketization of green energy pricing and application will be promoted as a result of these changes, making the development opportunities in carbon accounting-related fields particularly noteworthy [1].