光伏产品碳足迹核算平台建设及国际标准化实践：如何破解国际绿色贸易壁垒中通用数据库应用的局限性

Investment Rating - The report does not explicitly state an investment rating for the photovoltaic industry. Core Insights - The global consensus on addressing climate change has led to significant international agreements, including the Paris Agreement, which aims to peak carbon emissions before 2030 and achieve carbon neutrality by 2060 in China [6][10]. - The establishment of a carbon footprint management system is prioritized in key sectors such as electricity, steel, and photovoltaics, with a focus on developing accounting rules and standards [11]. - The report highlights the challenges faced by the photovoltaic industry due to international green trade barriers, which include increased import costs and local protectionism [13][15]. Summary by Sections 1. Global Climate Governance in the Photovoltaic Sector - Climate change has become a global consensus, with various international agreements setting ambitious targets for carbon emissions reduction [6][10]. - China aims to peak carbon emissions before 2030 and achieve carbon neutrality by 2060, with policies being implemented to support this transition [10]. 2. Construction of Carbon Footprint Accounting Platform for Photovoltaic Products - The report outlines the development of a carbon footprint accounting platform aimed at standardizing the measurement and reporting of carbon emissions in the photovoltaic sector [34][35]. - The platform will utilize localized carbon emission factors and data from industry surveys to ensure accuracy and relevance [34]. 3. International Practices in Carbon Footprint Standards for the Photovoltaic Sector - Various international regulations and standards have been established to govern carbon footprints, including the EU Battery Regulation and the Clean Competition Act in the US, which impose requirements for carbon footprint declarations [79][80]. - The report notes discrepancies in functional units and system boundaries across different standards, which complicates accurate carbon footprint calculations [80][81]. 4. Challenges Faced by the Photovoltaic Industry - The photovoltaic industry is encountering significant challenges due to rising international green trade barriers, which include tariffs and local content requirements that increase costs for foreign products [13][15]. - The report emphasizes the need for the industry to adapt to these barriers while maintaining competitiveness in the global market [17]. 5. Development of Photovoltaic Industry Database - The report discusses the establishment of a comprehensive database for the photovoltaic industry, which aims to integrate various carbon emission factors and lifecycle data to support carbon footprint assessments [60][61]. - The database will facilitate better data quality and standardization, aligning with international standards to enhance credibility and acceptance [60][61].