2024零碳行动报告

Investment Rating - The report indicates a strong investment rating for the renewable energy sector, particularly highlighting the company's leadership in green hydrogen and carbon neutrality initiatives [4][6][32]. Core Insights - The company achieved global operational carbon neutrality in 2022 and is progressing towards full value chain carbon neutrality by 2028 and long-term net-zero emissions by 2040 [4][11]. - The establishment of the world's largest commercial green hydrogen project and the first zero-carbon industrial park demonstrates the company's commitment to sustainable energy solutions [4][32]. - The company has received high ratings from sustainability assessment organizations, including a "Gold" rating from EcoVadis and an A- from CDP, marking it as a leader in the renewable energy sector [4][6]. Summary by Sections Carbon Neutrality Initiatives - The company has successfully maintained operational carbon neutrality for two consecutive years, with significant reductions in CO2 emissions through efficiency improvements and renewable energy usage [13][18]. - The total carbon emissions for 2023 were reported at 6,366 tons, with a substantial portion mitigated through renewable energy initiatives [13][18]. Green Hydrogen Development - The company is pioneering the largest green hydrogen project, aiming for an annual production capacity of 150 million tons, with the first phase already operational [32][34]. - The project utilizes 100% green electricity, addressing major cost challenges in the development of zero-carbon hydrogen energy [32][34]. Digital and Technological Innovations - The company employs advanced digital solutions, including the EnOS energy management system, to optimize energy usage and carbon management across its operations and supply chain [26][30]. - The integration of AI and big data technologies enhances the efficiency of renewable energy systems and supports the company's carbon neutrality goals [30][36]. Supply Chain Management - The company has established a comprehensive carbon management system for its supply chain, achieving 100% carbon disclosure from key suppliers [22][24]. - It aims for all products from key suppliers to be produced using green electricity by 2025, promoting a sustainable supply chain [22][24]. International Recognition and Standards - The company has been recognized as one of the "100 Most Influential Companies" by TIME magazine and has received accolades for its contributions to energy transition at COP28 [6][31]. - It is actively involved in developing international standards for low-carbon industrial parks, enhancing its competitive edge in global markets [31][45].