36氪·2025-07-16 10:19Core Viewpoint - The article emphasizes that the "dual carbon" strategy is no longer just a compliance issue but a critical factor for sustainable growth and competitive advantage in various industries as China approaches its 2030 carbon peak target [2][4]. Group 1: Challenges and Opportunities in Low-Carbon Transition - The low-carbon transition is shifting from being viewed as a compliance burden to an efficiency dividend, with companies realizing that green transformation can redefine cost structures [7]. - Companies like Lanyang Technology are adapting to new demands, where liquid cooling technology is becoming essential for energy efficiency in high-performance computing environments [7][20]. - Capital perspectives indicate that true competitive advantage comes from establishing new barriers through emissions reduction rather than merely complying with regulations [8]. Group 2: Institutional and Market Support - The successful implementation of low-carbon technologies requires synchronized institutional frameworks, standards, and market readiness, as seen in the challenges faced by companies like Zero Gravity in the aviation sector [9][10]. - While local governments have begun to establish "dual carbon task forces," industry standards still lag behind emerging technologies, creating a critical window for institutional development [11]. Group 3: Urban Transformation and Low-Carbon Economy - The low-carbon economy is not just an industrial issue; it is redefining urban structures and prompting a new wave of urban operational system updates [12][15]. - Technologies like eVTOL are not merely supplementary to existing transport but are integral to reshaping urban mobility and spatial organization [13]. Group 4: Differentiated Paths in Green Transition - Different industries are adopting varied strategies for green transition, with the automotive sector focusing on cost structure reconstruction, while the energy sector emphasizes system efficiency [18]. - The transition in the automotive industry is marked by a shift from product parameters to supply chain leadership, as companies like Zhaichi Technology evolve from raw material suppliers to efficiency partners [19]. Group 5: Carbon Index Plan and Future Directions - The "Carbon Index Plan" aims to assess which companies can effectively implement green capabilities as structural advantages, moving beyond mere innovation to practical application [25][28]. - The initiative will focus on three core scenarios: future energy, future transportation, and future cities, emphasizing systemic collaboration rather than isolated technological achievements [26][27].