国内“双碳”每周快讯：加快电力装备制造业数字化转型
Guotai Junan Securities·2024-10-25 00:38

Group 1: Digital Transformation in Power Equipment Manufacturing - The Ministry of Industry and Information Technology issued a plan on October 23, 2024, to accelerate the digital transformation of the power equipment manufacturing industry, emphasizing its importance for enhancing R&D and manufacturing quality[1] - The digital transformation is deemed essential for improving the operational efficiency of the industry chain and ensuring high-quality development in the power equipment sector[1] - Key tasks outlined in the plan include promoting digital transformation in R&D, production, quality management, and supply chain management[5] Group 2: ESG Bonds and Funds - As of October 20, 2024, there are 6,051 ESG bonds, with a total balance of 12.9 trillion yuan, reflecting a slight decrease of 0.01% from the previous week[6] - The number of ESG investment funds remains at 548, with a total scale of 508 billion yuan, down by 0.11% from the previous week[6] - The Wind carbon neutrality and ESG concept funds have a total of 1,554 and 4,146 funds respectively, with total scales of 2.2 trillion yuan and 4.7 trillion yuan, showing increases of 0.12% and 4.76% respectively[6] Group 3: Renewable Energy Generation - In September 2024, total electricity generation reached 802.4 billion kWh, a year-on-year increase of 7.6%[9] - Among this, thermal power generation was 545.1 billion kWh, up 9.6% year-on-year, while green energy generation was 257.1 billion kWh, increasing by 3.5% year-on-year[9] - The growth in renewable energy generation is crucial for supporting the country's green and low-carbon transition[9] Group 4: Carbon Market Activity - From October 14 to October 18, 2024, the cumulative trading volume in the carbon market was 3.455 million tons, a decrease of 4.3% from the previous week[11] - The cumulative transaction amount during this period was 350 million yuan, reflecting a 2.2% increase from the previous week[11] - The transaction price on October 18 was 101.0 yuan per ton, marking a 3.1% increase from October 11[11]