在发达国家和地区中，欧盟是中国汽车出口的重要市场，销往欧盟的汽车数量远超美国。欧盟也是 最早提出碳足迹的国家，在全球的影响力比较大。王日明首先介绍了欧盟碳足迹的不同点。 我国已成为全球最大的汽车出口国，国内汽车企业的产品销往海外与几十年前有很大的不 同，无论是出口还是进口，都绕不开一个"碳"字。国际上第一个真正有约束力的温室气体和碳足 迹的国际条约是2015年196个国家和地区签署的《巴黎协定》。此后，各主要经济体通过立法等工 作落实《巴黎协定》的全球目标。我国制定了"双碳"战略目标，欧盟有碳足迹，美国根据《通胀 削减法案》规定了降碳要求等。 多个国家都有降碳的要求，但他们的侧重点有所不同，9月27日，在海南举办的世界新能源汽车大 会上，SGS通标标准技术服务有限公司可再生与先进能源首席专家王日明对比了几个主要国家的不同 点。 01 欧盟电池法规 2020年底，欧盟发布了电池法规草案，引发国际剧烈反响。该草案针对电池产品制定了强制性法 规，用法律形式约束了碳和国际再生材料，并逐渐加重了调查要求。该法规于2023年正式生效，编号为 2023/12。 法规不仅针对动力电池，还涉及其他类型电池。它分了五类电池，每类 ...

新京报讯(记者张璐)9月19日，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会， 生态环境部副部长李高表示，"十四五"期间，我国二氧化碳排放强度持续下降。 另外，我国建成了全球覆盖温室气体排放量最大的碳排放权交易市场。截至2025年9月18日，全国碳排 放权交易市场的配额累计成交量达到7.14亿吨，累计成交额达到489.61亿元。全国碳市场实现稳起步、 稳运行，已经成为实现碳达峰碳中和的有力举措。 生态环境部指导发布了100多项产品碳足迹核算标准；上线了国家温室气体排放因子数据库，填补了国 内数据空白；定期发布全国电力碳足迹因子数据；帮助企业积极应对国际涉碳贸易壁垒，推动碳足迹规 则标准实现国际的衔接互认。"联合国环境署生命周期倡议负责人在社交媒体上表示，他没有看到世界 上任何一个国家像中国这样快速地推动碳足迹工作。"李高说。 今年是"双碳"目标提出5周年。李高说，生态环境部会同有关部门，积极推进能源、产业转型升级和重 点领域的绿色低碳发展，推动建成全球最大、发展最快的可再生能源体系，风电、太阳能发电装机总量 已提前完成2030年国家自主贡献目标，"十四五"期间，我国二氧化碳排放强度持续下 ...

Core Viewpoint - The Chinese government is actively promoting high-quality development through high-level ecological and environmental protection, focusing on climate change as a significant global challenge that requires urgent action [1][2]. Group 1: Policy Framework and Implementation - The Ministry of Ecology and Environment is working on establishing and implementing a policy framework for carbon peak and carbon neutrality, promoting energy and industrial transformation towards green and low-carbon development [1]. - China has built the world's largest and fastest-growing renewable energy system, achieving its 2030 national contribution target for installed capacity of wind and solar power ahead of schedule [1]. - During the 14th Five-Year Plan period, China's carbon dioxide emission intensity is expected to continue to decline, with strict controls on non-CO2 greenhouse gas emissions [1]. Group 2: Carbon Market Development - China has established the largest carbon trading market globally, covering over 60% of national carbon dioxide emissions, with new sectors like steel, cement, and aluminum smelting included this year [2]. - As of September 18, 2025, the cumulative trading volume of carbon emission allowances in the national market reached 714 million tons, with a total transaction value of 48.961 billion yuan [2]. - The regulatory framework for the carbon market has been significantly enhanced, with over 30 institutional norms developed to support its operation [2]. Group 3: Carbon Footprint Management - The Ministry of Ecology and Environment has guided the release of over 100 product carbon footprint accounting standards and launched a national greenhouse gas emission factor database [3]. - Regular updates on national electricity carbon footprint factor data are provided to help enterprises address international carbon trade barriers [3]. - The rapid advancement of carbon footprint initiatives in China has been recognized internationally, highlighting the country's proactive approach [3]. Group 4: Climate Change Adaptation - The Ministry has implemented the "National Climate Change Adaptation Strategy 2035," outlining long-term goals for adapting to climate change [3]. - Pilot projects for climate-resilient cities are being deepened, with a focus on enhancing climate resilience in vulnerable regions like the Tibetan Plateau [3]. - Early warning systems and action plans for climate adaptation are being developed to foster partnerships in climate resilience [3].

Group 1: Zero Carbon Exploration in Chongqing - Chongqing's low-carbon development is seen as a new engine for high-quality growth, with energy consumption growth at 2.4% supporting an economic growth of 5.6% during the 14th Five-Year Plan period [1] - Chongqing Conch Cement has implemented a waste-to-energy project that processes urban waste, achieving a 100% harmless treatment rate and aiming for zero landfill by 2025 [3][4] Group 2: Environmental Achievements of Chongqing Conch Cement - The company has invested over 90 million yuan in a system that processes 200 tons of household waste daily, having treated over 570,000 tons since its operation [3] - The waste incineration project has reduced landfill area by over 1,000 acres and saved 42,000 tons of standard coal annually through heat recovery [3][4] Group 3: Emission Reduction and Environmental Standards - Chongqing Conch Cement reduces carbon dioxide emissions by 115,000 tons annually and has achieved a 90% reduction in methane emissions [4] - The company has been recognized as an A-level enterprise for air pollution prevention and has received national-level green factory certification [4] Group 4: Low-Carbon Industry Clusters - The Dadu River area is home to Chongqing International Composite Materials Co., which has achieved top-level emissions standards for its glass fiber production [6] - The Two Rivers New Area has seen significant low-carbon industry cluster effects, with companies like BOE Technology Group focusing on green manufacturing and achieving zero carbon emissions for certain products [7] Group 5: Future Low-Carbon Innovations - The Kedisu (Chongqing) Company is pioneering the production of microbial protein using natural gas, marking a significant step in sustainable food protein supply [8] - Bosch Hydrogen Power Systems has developed hydrogen fuel cell modules for commercial vehicles, addressing the future needs of the hydrogen energy industry [8] Group 6: Circular Economy Initiatives - The Midea Green Recycling Industrial Park aims to create a resource recycling chain for old appliances, with plans to process 3 million units annually [9]

Group 1 - The company, 信能低碳, has entered into a memorandum of understanding with Key Action Limited to establish a business partnership for assembling electric bicycles in Asia [1] - The partnership involves a well-known Chinese company that will authorize Key Action to import electric bicycle components and charging components for assembly and resale in Asia [1] - 信能工程 will provide capital expenditure, technical expertise, and technology transfer to support product charging and maintenance in the Asian region [1] Group 2 - The company aims to enhance energy efficiency and reduce carbon footprint through innovative and sustainable solutions, having received a patent for floating platform electric vehicle charging stations [2] - The collaboration is expected to create synergies in electric bicycle sales and the application of the company's charging technology, expanding market reach beyond current bases in China and Hong Kong to other Asian countries [2] - The memorandum outlines key commercial terms in a non-binding manner, with both parties agreeing to negotiate in good faith to reach a binding final agreement [2]

Core Viewpoint - The establishment of zero-carbon parks is a significant strategic initiative for China to achieve its "dual carbon" goals and respond to international green trade barriers, aiming to enhance foreign trade competitiveness [1][2]. Group 1: Zero-Carbon Park Development - The National Development and Reform Commission, Ministry of Industry and Information Technology, and National Energy Administration have issued a notice to support the construction of zero-carbon parks in qualified regions, outlining eight key tasks [1]. - The construction of zero-carbon parks is seen as a critical measure to adapt to the EU's carbon border adjustment mechanism, which will be implemented in 2026 and may extend to downstream manufactured products [2]. Group 2: Challenges and Shortcomings - Despite the initiation of zero-carbon park construction, there are shortcomings in adapting to green trade, such as an inadequate carbon emission statistical accounting system and a lack of international recognition for green certifications [2][3]. - The need for a unified carbon data management platform is emphasized to enhance carbon data management and application levels, ensuring compatibility with international carbon accounting and reporting rules [3]. Group 3: Green Certification and Standards - Establishing an internationally recognized "green label" system is proposed, with zero-carbon parks as pilot projects to promote green certification cooperation with major trading partners [4]. - The introduction of international third-party certification agencies into parks is suggested to provide green certification and carbon footprint auditing services [4]. Group 4: Financial Support and Energy Structure - The development of a green trade financial support system is crucial, with a focus on aligning energy and product low-carbon attributes [5]. - Encouragement for regions to develop industries that meet international green demands based on local resources is highlighted, along with the need for differentiated green export advantages [5].

Core Viewpoint - Companies are facing dual changes in policy and market environments regarding carbon emission management, leading to significant differences in carbon management practices across industries and scales [1][2]. Group 1: Policy and Market Influences - The intensity of policy constraints directly affects the progress of corporate carbon management, with raw material industries like metallurgy, non-ferrous metals, building materials, and petrochemicals being core to national carbon market management [2][3]. - The "1+N" dual carbon policy framework has established specific carbon peak plans for major industrial sectors, emphasizing monitoring, reporting, and verification (MRV) requirements [2]. - Market factors, such as external pressures from green trade barriers like the EU carbon tariff and ESG evaluations, are driving companies, especially in the new energy equipment manufacturing sector, to enhance their carbon management capabilities [3][4]. Group 2: Challenges in Carbon Management - Companies face multiple challenges in carbon emission management, including fragmented systems and increasing compliance burdens due to differing standards across regions and industries [5][6]. - The lack of unified carbon management standards and the need for multiple certifications for export-oriented companies complicate compliance and increase management costs [6][7]. - Data management issues, such as incomplete data collection and low willingness of suppliers to share data, hinder accurate carbon footprint tracking and identification of reduction potential [8][9]. Group 3: Support and Solutions for Companies - There is a need for a unified national carbon management regulation and detailed implementation guidelines at the industry level to address the challenges faced by companies [7]. - Specialized support systems and training programs are essential for effective carbon management, particularly for small and medium-sized enterprises (SMEs) that struggle with resource limitations [8][9]. - Establishing shared platforms and simplified processes for SMEs can enhance their carbon management capabilities and encourage proactive emission reduction efforts [9].

Investment Rating - The report does not explicitly provide an investment rating for the solar photovoltaic industry Core Insights - The photovoltaic industry in China has seen significant growth, with a total installed capacity exceeding 1.48 billion kilowatts, surpassing thermal power for the first time [7][22] - The report highlights the need for the photovoltaic industry to enhance its low-carbon transformation and environmental performance, as it still faces challenges related to carbon emissions and resource consumption [7][11][17] Summary by Sections Background - China leads global renewable energy growth, contributing nearly 64% of the world's new capacity in 2024, with a total installed capacity reaching 1.889 billion kilowatts [18][22] - The renewable energy sector is expected to grow at an annual rate of 16.6% to meet global climate goals by 2030 [25] Evaluation of Photovoltaic Industry - The evaluation project initiated by IPE and PECC includes 55 photovoltaic-related companies, assessing their environmental performance and carbon emissions [7][31] - The evaluation uses the CITI and CATI indices to quantify the companies' green supply chain management and climate action [8][35] Key Findings - Renewable energy utilization among photovoltaic companies has significantly increased, with 40 companies reporting a total of 57.1 million megawatt-hours of renewable energy used in 2024, leading to a reduction of over 32.55 million tons of CO2 equivalent [10][54] - Despite improvements, carbon emissions remain high, with 44 companies reporting a total of 105 million tons of CO2 equivalent emissions from their operations [11][54] - The report indicates that while many companies are setting renewable energy targets, the overall progress in decarbonizing the supply chain is still limited [12][54] Recommendations - The report suggests that photovoltaic companies should focus on enhancing their green competitiveness and accelerating their low-carbon transformation to contribute to global energy transition efforts [17][28]

Group 1 - The concept of "carbon footprint" measures the impact of human activities on the environment through greenhouse gas emissions, quantified in "tons of CO2 equivalent" [1] - A management system for carbon footprints is being established in China, with a preliminary framework expected by 2027 and a more comprehensive system by 2030, allowing for better comparison of products and strategies to reduce emissions [1] - The carbon footprint can serve as a "heat bill," enabling consumers to choose low-emission products and encouraging industries to innovate and upgrade their technologies [2] Group 2 - Quantifying carbon footprints can drive traditional industries towards high-value, high-tech green sectors, creating job opportunities in research, production, and management [3] - The transition to a low-carbon economy can break the cycle of pollution accompanying growth, demonstrating that technological innovation can enhance living standards while reducing environmental impact [3] - As carbon footprint reduction becomes a cost-effective choice, green development will be integrated into economic operations, leading to lower energy consumption in daily life [3]

Core Viewpoint - The Chinese liquor industry, particularly the baijiu sector, is facing intensified competition and is increasingly looking to international markets for growth opportunities amid domestic market pressures [1]. Group 1: Market Trends - The Wind baijiu index has shown a downward trend since May, with a cumulative decline of 8.01%, and Kweichow Moutai's stock price has decreased by 3.45% [1]. - Kweichow Moutai is focusing on East Asia and South Asia for international expansion, with operations in 64 countries and regions [1]. - Wuliangye plans to establish brand cultural experience spaces in over 50 cities worldwide to enhance cultural recognition of Chinese baijiu among overseas consumers [1]. Group 2: Environmental, Social, and Governance (ESG) Practices - ESG management is becoming a key focus for baijiu companies as they expand internationally, with a complete ESG management system seen as beneficial for overseas operations [1]. - Kweichow Moutai's environmental investment reached 302 million yuan in 2024, a 45.20% increase year-on-year, significantly outpacing its revenue growth of 15.71% [3]. - Wuliangye's environmental investment surged by 176% to 690 million yuan, while its revenue grew by 7.09% [3]. Group 3: Carbon Emissions and Reporting - Kweichow Moutai's greenhouse gas emissions increased by 13.96% overall, with scope 1 emissions rising by 17.52% and scope 2 emissions decreasing by 74.33% [5]. - Wuliangye and Yanghe's carbon emissions decreased by 1.55% and 2.3%, respectively, with Wuliangye significantly increasing its scope 3 emissions reporting from 0.78 million tons to 12.08 million tons due to expanded reporting categories [6][7]. - Kweichow Moutai did not disclose specific scope 3 emissions but indicated that purchased goods and services accounted for 76.43% of its carbon emissions [7]. Group 4: Industry Challenges and Opportunities - The baijiu industry faces challenges in international markets, including strict environmental regulations and diverse consumer demands [1][13]. - The establishment of a robust ESG framework is seen as essential for enhancing international competitiveness and compliance [14]. - The need for standardized reporting and clear regulatory requirements for scope 3 emissions is emphasized to improve comparability and operational feasibility for companies [10][12].