近日，生态环境部办公厅、国家发展改革委办公厅、工业和信息化部办公厅等七部门联合印发《产品碳 足迹因子数据库建设工作指引》(以下简称《指引》)。《指引》提出，依托国家温室气体排放因子数据 库，鼓励各方先行先试、共同参与、有效协同，2027年初步构建产品碳足迹因子数据库，2030年基本建 成覆盖范围广、数据质量高、国际影响力强的产品碳足迹因子数据库。 产品碳足迹是衡量产品在整个生命周期内对环境影响，尤其是温室气体排放的关键指标，它量化记录了 产品从原材料获取、生产制造、运输分销、使用消费到最终废弃处理的全流程中，直接或间接产生的二 氧化碳等温室气体排放总量。在全球应对气候变化的大背景下，产品碳足迹管理也成为衡量企业绿色低 碳水平的重要标准之一。《指引》的出台，加快了产品碳足迹因子数据库建设，为构建产品碳足迹管理 体系夯实了基础。 中国城市发展研究院投资部副主任袁帅对记者分析，从政策意义来看，《指引》的落地统一规范了我国 产品碳足迹因子数据，在制度层面，其明确了国家数据库与行业、地方、企业等主体数据库各有侧重、 互为补充的建设格局，为产品碳足迹核算提供了可操作、可追溯的技术依据，有效解决了此前数据来源 分散、口径不 ...

Core Viewpoint - During the "14th Five-Year Plan" period, China's low-carbon development strategy remains steadfast, with expectations for a comprehensive upgrade of the carbon reduction "toolbox" centered on carbon markets and green certificate markets, which will drive structural adjustments across multiple industries [2][3]. Group 1: Carbon Market Insights - The carbon market in China is set to undergo "capacity expansion + quota allocation" reforms, with an expected increase in carbon emissions coverage to 77% by 2030, leading to a long-term rise in carbon prices to 80-90 yuan per ton [4]. - The anticipated carbon market supply from CCER methodologies could reach 480-750 million tons by 2030, enhancing the market's overall supply [4]. - The carbon price increase is expected to facilitate the elimination of outdated production capacity in emission-intensive industries, providing competitive advantages to green enterprises [4]. Group 2: Green Certificate Market Dynamics - The green certificate market currently faces downward price pressure due to oversupply, but improvements in supply-demand dynamics are expected, with prices projected to rise to 6-6.5 yuan per certificate by 2026 [5]. - The transition from "certificate and electricity separation" to "certificate and electricity integration" is anticipated, driven by domestic demand for green electricity and international policies like CBAM [5]. - High green electricity consumption ratio enterprises will gain a first-mover advantage, particularly those located in regions with abundant renewable energy [5]. Group 3: Product Carbon Footprint Management - The concept of product carbon footprint management is emerging as a new paradigm in corporate carbon management, aimed at enhancing corporate "green competitiveness" [6]. - The establishment of carbon footprint accounting standards and certification systems is underway, which will benefit exporting companies and those in raw materials and long supply chains [6]. Group 4: Investment Opportunities - The upgrade of the carbon reduction toolbox is expected to create investment opportunities in green sectors, such as sustainable aviation fuel and green electricity direct connection industries [7]. - Low-carbon enterprises in high-emission sectors, such as steel, will have cost advantages and profit potential in the carbon market, while data centers and aluminum smelting companies with high green electricity consumption ratios will face lower transition risks [7]. - Companies with higher product carbon footprint management levels in long supply chains and exporting industries will exhibit greater resilience and "green competitiveness" [7].

Core Points - Chengdu government has issued the "Implementation Plan for National Carbon Peak Pilot (Chengdu)" to effectively promote carbon peak initiatives before 2030 [1][2] - The overall goal is to reduce energy consumption and carbon emissions per unit of GDP, enhance the competitiveness of green low-carbon industries, and establish a robust policy framework for green low-carbon development by 2030 [1] Group 1: Key Areas of Focus - The plan outlines eight key areas of work, including promoting clean and efficient energy use and optimizing industrial structure [2] - Specific initiatives include the construction of low-carbon and zero-carbon parks, enhancing green building standards, and implementing energy consumption limits for public buildings [2] Group 2: Policy Innovations - The plan proposes the exploration of a dual control system for carbon emissions and the establishment of a product carbon footprint management system [2] - Tasks include developing a rapid reporting system for carbon emissions in industrial enterprises and creating a carbon budget management system [2]

Group 1 - The 13th "National Low Carbon Day" was held on June 25, 2024, in Hangzhou, Zhejiang Province, with the theme "Carbon Road Pioneers, Green Future" [1] - The "China Climate Change Adaptation Progress Report (2024)" was released, indicating that China will continue to implement the "National Climate Change Adaptation Strategy 2035" and make progress in key adaptation work [1] - The "Product Carbon Footprint Management System Progress Report (2025)" revealed that by the end of 2024, over 70 national standards for product carbon footprint accounting and more than 100 group standards in specific fields have been developed [1] Group 2 - The Shanghai Carbon Benefit Platform was officially launched on June 25, 2024, allowing users to accumulate carbon credits through green transportation methods [2] - The platform has been in trial operation for nearly 8 months, attracting over 100,000 participants and involving nearly 300 companies in opening institutional carbon accounts [2] - The platform has launched two carbon benefit trading products, with a total of over 40,000 tons of emission reductions traded [2]