亚洲开发银行原首席气候变化专家吕学都：减碳可以给企业带来正资产

Core Viewpoint - Achieving carbon peak by 2030 is both a target and a driving force for enterprises, with the understanding that exceeding carbon emission limits will lead to negative assets while reducing emissions will create positive assets [3][15]. Group 1: Global Climate Governance - Current global climate governance faces challenges due to geopolitical conflicts, which may divert resources away from climate initiatives, but the overall trend towards green and low-carbon development remains unchanged [3][15]. - Developing countries are becoming significant drivers in global climate governance, transitioning from passive participants to active contributors in emission reduction due to the decreasing costs of carbon reduction technologies [4][16]. Group 2: China's Low-Carbon Development Goals - China has set new Nationally Determined Contributions (NDC) targets for 2035, aiming for a 7%-10% reduction in greenhouse gas emissions from peak levels and increasing non-fossil energy consumption to over 30% of total energy consumption [5][17]. - The next five years will see China's carbon emissions stabilize at current levels, with a deep transformation of the energy structure primarily through renewable energy development [5][17]. Group 3: Challenges in Low-Carbon Transition - The biggest challenge in promoting low-carbon development is enhancing societal awareness of the necessity and inevitability of green and low-carbon development, requiring a fundamental shift in established habits and practices [6][18]. Group 4: Corporate Strategies for Carbon Emission Management - Companies should view carbon emissions strategically, recognizing that carbon emissions will eventually be accounted for, and exceeding limits will result in negative assets while reductions will yield positive assets [7][19]. - Enterprises are encouraged to establish new carbon neutrality strategic goals aligned with national targets, such as achieving carbon neutrality by 2050, and to develop phased targets and action plans [9][21]. Group 5: Collaborative Efforts in Carbon Reduction - Companies should collaborate with upstream and downstream partners to promote carbon reduction across the entire supply chain, establishing low-carbon standards and requirements [10][22]. - Tencent serves as a case study, having set a goal for carbon neutrality across its entire supply chain by 2030 and implementing various innovative solutions to support low-carbon transitions [11][22].