《洞见ESG》9月刊：我国宣布新一轮国家自主贡献目标

Core Insights - China has announced a new round of Nationally Determined Contributions (NDCs), aiming for a 7%-10% reduction in greenhouse gas emissions by 2035 compared to peak levels, with non-fossil energy consumption reaching over 30% of total energy consumption [6][7] - The country has established the world's largest carbon market, covering over 60% of carbon dioxide emissions after including steel, cement, and aluminum industries [6][8] Regulatory Voices - The Minister of Ecology and Environment, Huang Runqiu, stated that nearly 20 million high-emission vehicles will be eliminated during the 14th Five-Year Plan [4] - The Deputy Minister of Ecology and Environment, Li Gao, emphasized the acceleration of building a unified national carbon market and expanding its coverage [4] - The Deputy Governor of the People's Bank of China, Lu Lei, highlighted the importance of financial institutions in carbon accounting and sustainable information disclosure [4] Policy Updates - The National Development and Reform Commission (NDRC) has initiated revisions to the pricing methods for electricity transmission and distribution to adapt to the new requirements of a modern power system [6] - The NDRC and the National Energy Administration released implementation opinions to promote the integration of artificial intelligence in the energy sector [6] Industry Insights - The China Alcohol Industry ESG Rating Platform 2.0 has been updated to cover all categories of alcoholic beverages, expanding from three to over ten categories [8] - The Shanghai Cooperation Organization has launched a platform to support renewable energy projects, including a target of adding 10 million kilowatts of photovoltaic and wind power capacity [8] - A recent document from the Central Government emphasizes the urgency for companies to disclose ESG information, with 2,523 A-share listed companies having released their 2024 ESG reports, achieving a disclosure rate of 46.49% [8] Event Highlights - The 2025 China International Service Trade Fair showcased advancements in hydrogen energy applications and zero-carbon park developments, indicating a significant shift towards green transformation in China's economic development [10][11] - The fair also featured discussions on how technology, including AI and remote sensing, can drive the green transformation of industries and support climate governance [10]