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中国新一轮国家自主贡献目标:2035年覆盖全经济范围温室气体
Bei Ke Cai Jing· 2025-09-25 03:53
我国新一轮国家自主贡献目标是,到2035年,中国全经济范围温室气体净排放量比峰值下降7%-10%, 力争做得更好。非化石能源消费占能源消费总量的比重达到30%以上,风电和太阳能发电总装机容量达 到2020年的6倍以上,力争达到36亿千瓦,森林蓄积量达到240亿立方米以上,新能源汽车成为新销售车 辆的主流,全国碳排放权交易市场覆盖主要高排放行业,气候适应型社会基本建成。 回顾上一轮承诺:中国二氧化碳排放力争于2030年前达到峰值,努力争取2060年前实现碳中和;到2030 年,中国单位国内生产总值(GDP)二氧化碳排放将比2005年下降65%以上,非化石能源占一次能源消 费比重将达到25%左右,森林蓄积量将比2005年增加60亿立方米,风电、太阳能发电总装机容量将达到 12亿千瓦以上。 然而,截至2024年底,我国风电装机约5.1亿千瓦、光伏装机约8.4亿千瓦,提前六年就完成了"到2030年 中国风电、太阳能发电总装机容量达到12亿千瓦以上"的目标。 新京报贝壳财经讯(记者陶野)9月24日,中国新一轮国家自主贡献目标发布。 中国已经为此做好准备。今年以来,全国碳市场治理范围加速扩容,已将钢铁、水泥和铝冶炼行业纳 ...
当人工智能遇上生态治理,能带来哪些变革?
Core Viewpoint - The rapid development of artificial intelligence (AI) is transforming various fields, particularly in ecological governance, as highlighted by the State Council's opinion on implementing the "AI +" initiative, which aims to create a beautiful ecological governance framework in China [1] Group 1: AI's Role in Ecological Governance - AI technology provides a revolutionary technical pathway for the transformation of ecological governance, addressing the limitations of traditional fragmented approaches [2] - AI enables the creation of an integrated dynamic perception network across land, air, and sea, utilizing satellite remote sensing, aerial observation, ground sensing, and marine detection to support high-precision ecological governance [2] - Through deep learning and knowledge graphs, AI can enhance land spatial planning by simulating various development scenarios and optimizing planning schemes to balance economic development and ecological protection [2] Group 2: Comprehensive Governance Capabilities - AI demonstrates full-chain governance effectiveness in multi-factor ecological systems, enhancing monitoring, prediction, simulation, and problem-solving capabilities [3] - AI's predictive capabilities can uncover environmental change patterns from vast data, while its simulation abilities can model ecosystem responses to different governance measures [3] - In the national carbon market, AI supports intelligent allocation algorithms, risk warning models, and dynamic evaluation of emission reduction effects, facilitating efficient market operations and the achievement of carbon neutrality goals [3] Group 3: Collaborative Efforts for AI Application - Future deep application of AI in ecological governance requires collaborative efforts in three areas: technological breakthroughs, institutional innovation, and talent cultivation [4] - Strengthening core technologies and infrastructure is essential, with collaboration among government, research institutions, and enterprises to enhance AI application stability and accuracy [4] - Institutional innovation involves improving policy frameworks and standards to promote data sharing and collaborative governance, ensuring AI technology aligns with ecological governance needs [4] Group 4: Talent Development - There is a need to cultivate interdisciplinary talent who understand both ecological governance and AI, promoting collaboration between academia, research, and industry [5] - Establishing incentive mechanisms to attract top global talent is crucial for supporting the intelligent transformation of ecological governance [6]
生态环境部党组书记孙金龙、部长黄润秋发表署名文章
Jing Ji Ri Bao· 2025-09-15 06:31
Core Viewpoint - The article emphasizes the importance of strengthening the national carbon market in China as a crucial policy tool for addressing climate change and promoting a green economic transformation, reflecting the country's commitment to achieving carbon peak and carbon neutrality goals [2][3]. Group 1: Significance of Strengthening the National Carbon Market - The establishment of a national carbon trading market and a voluntary greenhouse gas reduction market is crucial for promoting green and low-carbon development across society [3]. - Strengthening the national carbon market is essential for achieving high-quality development and environmental protection, facilitating the transformation of traditional industries, and fostering green technology innovation [3][4]. - The carbon market aims to optimize resource allocation and enhance the effectiveness of the socialist market economy and ecological civilization system [4][5]. Group 2: Achievements in National Carbon Market Construction - The national carbon market has seen significant progress over four years, with a well-structured regulatory framework and improved market vitality [6]. - As of August 22, 2025, the cumulative trading volume of carbon emission allowances reached 680 million tons, with a total transaction value of 47.41 billion RMB, indicating a growing market [6]. - The completion rate for carbon allowance compliance among key emission units was nearly 100%, demonstrating effective market operation [6][7]. Group 3: Overall Requirements for Strengthening the National Carbon Market - The construction of the national carbon market requires a systematic approach, balancing effective market mechanisms with government oversight [9][10]. - Long-term and short-term goals must be aligned, with a focus on gradually expanding the carbon market's coverage and establishing a robust carbon pricing mechanism by 2030 [10][11]. - Coordination between domestic and international efforts is essential to enhance China's influence in global carbon pricing and climate governance [11]. Group 4: Key Measures for Advancing National Carbon Market Construction - The guidelines outline a roadmap for the medium- and long-term development of the national carbon market, emphasizing the need for market functionality and regulatory oversight [12][13]. - Continuous innovation in the voluntary greenhouse gas reduction trading market is necessary, with a focus on developing methodologies and managing projects effectively [13][14]. - Strengthening management capabilities and regulatory frameworks will enhance the overall effectiveness and vitality of the national carbon market [14][15].
守牢碳排放数据质量关
Jing Ji Ri Bao· 2025-09-14 22:35
Core Viewpoint - The recent issuance of the "Opinions on Promoting Green and Low-Carbon Transition and Strengthening National Carbon Market Construction" emphasizes the importance of enhancing carbon emission data quality for the effective operation of the carbon market [1][2]. Group 1: Carbon Emission Data Quality - Carbon emission data quality is crucial for the healthy and orderly operation of the carbon market, impacting allocation, trading, and compliance processes [1]. - Accurate and reliable data is essential for maintaining trust and reasonable expectations among various stakeholders in the national carbon market [1][2]. - Despite improvements since the launch of the national carbon market in 2021, challenges such as data falsification and weak management still hinder data quality enhancement [1][2]. Group 2: Regulatory Measures - The "Opinions" propose strengthening "whole-process" supervision, clarifying responsibilities and specific measures to enhance carbon emission data quality management [2]. - Companies are urged to establish robust internal management systems for carbon emission data quality, integrating monitoring and documentation into daily operations [2][3]. - The use of advanced technologies like big data, blockchain, and IoT is recommended to improve monitoring and regulatory efficiency [3]. Group 3: Addressing Data Falsification - The document highlights the need for strict penalties against data falsification, driven by the high compliance costs associated with excessive carbon emissions [3]. - It calls for enhanced management of third-party technical service institutions to ensure their independence and professionalism, preventing collusion with emission-controlling companies [3]. - The integrity of carbon emission data is vital for the construction of the national carbon market and the effectiveness of green and low-carbon transitions [3].
生态环境部党组书记孙金龙、部长黄润秋在《经济日报》发表署名文章《加快建设更加有效、更有活力、更具国际影响力的全国碳市场》
Jing Ji Ri Bao· 2025-09-14 02:02
Core Viewpoint - The article emphasizes the importance of strengthening the national carbon market in China as a crucial policy tool for addressing climate change and promoting a green economic transformation, reflecting the country's commitment to achieving carbon peak and carbon neutrality goals [2][3]. Group 1: Significance of Strengthening the National Carbon Market - The establishment of a national carbon trading market and a voluntary greenhouse gas reduction market is essential for promoting green and low-carbon development across society, facilitating high-quality development while ensuring environmental protection [3][4]. - Strengthening the national carbon market is a necessary step in deepening the socialist market economy and ecological civilization reforms, enhancing resource allocation efficiency, and promoting effective market and government collaboration [4][5]. Group 2: Achievements in National Carbon Market Construction - The national carbon market has seen significant progress over four years, with a well-structured regulatory framework and improved market vitality, evidenced by a cumulative trading volume of 680 million tons and a transaction value of 47.41 billion yuan as of August 22, 2025 [6][7]. - The carbon emission data quality management has been enhanced, with over 3 million enterprise data audited in 2024, leading to improved accuracy and timeliness in carbon emission statistics [8][9]. Group 3: Overall Requirements for Strengthening the National Carbon Market - The construction of the national carbon market requires a systematic approach, balancing effective market operations with government oversight, and ensuring a fair and transparent market environment [10][11]. - Long-term and short-term goals must be aligned, with a focus on gradually expanding the carbon market's coverage and establishing a robust carbon pricing mechanism by 2030 [11][12]. Group 4: Tasks and Measures for Advancing National Carbon Market Construction - The guidelines outline a roadmap for the national carbon market's development, emphasizing the need for market functionality and the expansion of industry coverage [13][14]. - Continuous innovation in regulations and the development of a voluntary greenhouse gas reduction trading market are crucial for enhancing market vitality and ensuring effective management of carbon emissions [14][15]. - Strengthening policy and legal frameworks is essential for supporting the carbon market's institutional foundation, improving transaction efficiency, and promoting green low-carbon development [16].
加快建设更加有效、更有活力、更具国际影响力的全国碳市场
Jing Ji Ri Bao· 2025-09-13 22:25
Core Viewpoint - The recent issuance of the "Opinions on Promoting Green and Low-Carbon Transition and Strengthening National Carbon Market Construction" by the Central Committee of the Communist Party of China and the State Council highlights China's commitment to achieving carbon peak and carbon neutrality through a robust carbon market system [1][2][3]. Summary by Sections Significance of Strengthening the National Carbon Market - The establishment of a national carbon trading market and a voluntary greenhouse gas reduction trading market is crucial for addressing climate change and promoting green transformation [1][2]. - Strengthening the carbon market will drive traditional industries to transform, foster green technology innovation, and enhance the quality of economic development [2][3]. Achievements in National Carbon Market Construction - The national carbon market has seen significant progress over four years, with a well-structured regulatory framework and improved market vitality [4][5]. - As of August 22, 2025, the cumulative trading volume of carbon emission allowances reached 680 million tons, with a transaction value of 47.41 billion RMB [5]. - The coverage of key industries is expanding, with the inclusion of steel, cement, and aluminum smelting industries, which will manage over 60% of national carbon emissions [6]. Overall Requirements for Strengthening the National Carbon Market - The construction of the national carbon market requires a systematic approach, balancing effective market mechanisms with government oversight [8][9]. - Long-term and short-term goals must be aligned, aiming for comprehensive coverage of major industrial sectors by 2027 and a robust carbon pricing mechanism by 2030 [9][10]. Tasks and Measures for Advancing National Carbon Market Construction - The "Opinions" outline a roadmap for the development of the national carbon market, emphasizing the need for market functionality and regulatory support [11][12]. - Continuous innovation in the voluntary greenhouse gas reduction trading market is essential, with a focus on developing methodologies and managing projects effectively [12][13]. - Strengthening policy and legal frameworks will enhance the operational efficiency and credibility of the carbon market [14].
生态环境部部长黄润秋:加快建设强制碳市场,稳步扩大市场覆盖范围
Core Viewpoint - The Ministry of Ecology and Environment emphasizes the importance of advancing the national carbon market construction in China, as outlined in the recent guidelines issued by the Central Committee and the State Council, focusing on green and low-carbon transformation [1] Group 1: National Carbon Market Development - The construction of a mandatory carbon market will be accelerated, with plans to gradually expand market coverage and implement total quota control [1] - The voluntary carbon market will be actively developed, including the establishment of a comprehensive methodology system and the expansion of certified voluntary emission reduction applications [1] - Efforts will be made to enhance market vitality by increasing the scale and diversity of trading entities and products, alongside strengthening trading supervision [1] Group 2: Data Management and Quality Control - There will be a focus on comprehensive management of data quality, including the improvement of accounting, reporting, and verification systems [1] - The management of the annual key emission unit directory will be strengthened to enhance corporate carbon emission accounting capabilities [1] Group 3: Regulatory and Technical Oversight - The regulation of third-party technical service institutions will be reinforced, including the management of verification agencies within the mandatory carbon market [1] - A credit management system for technical service institutions will be explored, along with the establishment of post-evaluation systems [1] Group 4: International Cooperation - The carbon market will enhance international exchanges and cooperation, promoting mutual recognition of technologies, methods, standards, and data to contribute to a fair and cooperative global climate governance system [1]
立新能源:参与全国碳市场配额交易,探索“绿电+绿证+CCER”组合销售模式
Sou Hu Cai Jing· 2025-09-04 01:08
Core Viewpoint - The company, as the only state-controlled green energy generation enterprise in Xinjiang, is positioned to leverage unique advantages in the context of recent national policies aimed at promoting green and low-carbon transformation and strengthening the national carbon market [1] Group 1: Unique Advantages - The company benefits from abundant wind and solar resources in Xinjiang, receiving preferential support in project approval, land permits, and grid access as a state-owned enterprise [1] - The company enjoys policy advantages from initiatives like "Western Development" and "Silk Road Economic Belt," including tax exemptions, green electricity subsidies, and favorable green financing, having successfully issued green asset-backed securities for clean energy infrastructure [1] - The company plays a significant role in the national strategy for energy transition, being a key participant in major "Xinjiang Power Transmission" projects, which are crucial for local government energy transformation and optimization [1] Group 2: Carbon Market Engagement - The company is actively participating in the national carbon market quota trading and is exploring a sales model combining "green electricity + green certificates + CCER," aiming for 68.59 million kilowatt-hours of green electricity trading and 1.2269 million green certificate transactions by 2025 [1] - In the first half of 2025, the company anticipates over 3 million yuan in revenue from green certificate trading, reflecting a year-on-year growth of 150% [1] - The company plans to enhance market policy research, monitor provincial electricity market trends, and expand its customer base while actively engaging in electricity sales agreements with large users and trading in green electricity, green certificates, and carbon derivatives [1]
埋伏14只低价、国资背景股,持仓市值高达16亿元!揭秘“另类”牛散张素芬的淘金术|股市会·牛散记
Mei Ri Jing Ji Xin Wen· 2025-09-02 12:53
Core Viewpoint - Zhang Sufen, a prominent investor, focuses on undervalued stocks with state-owned enterprise (SOE) backgrounds, demonstrating a unique investment philosophy that contrasts with current market trends favoring high-profile sectors like chips and innovative drugs [1][2]. Group 1: Investment Strategy - Zhang Sufen's investment logic is characterized by a combination of "low price + SOE background," which serves as a safety net for her investments [2]. - Among the 22 stocks in her portfolio, 14 are controlled by SOEs or local governments, accounting for 63.64% of her holdings, which she views as a "policy lightning rod" to mitigate risks and capture policy benefits [2]. - The stocks in her portfolio are predominantly low-priced, with most trading below 10 yuan per share, indicating a preference for undervalued assets [1][2]. Group 2: Notable Holdings - In the second quarter, Zhang Sufen became a major shareholder in six companies, including Xinneng Wind Power, Fida Environmental Protection, and Jinjia Co., all of which have low stock prices [1]. - Fida Environmental Protection, one of her key holdings, saw its stock price rise from 4.8 yuan to a peak of 5.83 yuan, reflecting a more than 20% increase since the second quarter [7]. - Aerospace Power, another significant investment, experienced a price increase from around 10 yuan to a peak of 16.9 yuan, marking a recovery after a period of decline [5][7]. Group 3: Market Context - The recent policy initiatives from the central government aimed at promoting green and low-carbon transitions have positively impacted stocks like Fida Environmental Protection, highlighting the importance of aligning investments with government policies [7]. - Zhang Sufen's approach emphasizes patience and strategic trading, as evidenced by her handling of Aerospace Power, where she employed a flexible strategy to lower her cost basis during market fluctuations [5].
建筑材料行业跟踪周报:8月建筑业PMI略超季节性,推荐水泥和洁净室工程-20250902
Soochow Securities· 2025-09-02 05:56
Investment Rating - The report maintains an "Overweight" rating for the construction materials industry [1] Core Views - The construction materials sector is expected to benefit from a slight recovery in cement demand, particularly in southern regions as rainfall decreases. However, demand in areas like Beijing-Tianjin-Hebei, Shandong, and Henan is weakening due to stricter environmental controls [2][14] - The report highlights the potential for price increases in cement, driven by improved demand and supply-side discipline, with a focus on leading companies such as Conch Cement and Huaxin Cement [4][5] - The report emphasizes the importance of government policies aimed at boosting domestic demand and stabilizing the real estate market, which are expected to positively impact the home improvement and building materials sectors [17] Summary by Sections 1. Sector Overview - The construction materials sector saw a slight increase in the PMI for August, indicating a seasonal uptick in activity, particularly in major infrastructure projects initiated in July [4] - The construction materials index showed a marginal increase of 0.14% during the week, underperforming compared to the broader market indices [4] 2. Bulk Construction Materials 2.1 Cement - The national average price for high-standard cement is reported at 344.3 RMB/ton, reflecting a week-on-week increase of 1.7 RMB/ton but a year-on-year decrease of 35.2 RMB/ton [22][23] - The average cement inventory level among sample enterprises is 63.6%, down 1.0 percentage points from the previous week [25] - The report anticipates a potential price stabilization and recovery in the cement market, particularly in the second half of the year [5][14] 2.2 Glass - The average price for float glass is reported at 1189.7 RMB/ton, down 16.1 RMB/ton from the previous week and down 176.6 RMB/ton year-on-year [4] - The report suggests that supply-side adjustments are likely to improve the supply-demand balance in the glass industry, with a focus on leading companies benefiting from cost advantages [16] 2.3 Fiberglass - The report notes a stable pricing environment for fiberglass, with the average price for non-alkali roving at 3100-3700 RMB/ton, remaining stable compared to previous periods [4] - The demand for specialty fiberglass products is expected to grow significantly, driven by technological advancements and increased applications in various industries [15] 3. Home Improvement Materials - The report highlights the positive impact of government policies aimed at stimulating domestic consumption, particularly in the home improvement sector, with expectations for a recovery in demand [17] - Leading companies in the home improvement materials sector are encouraged to explore new business models and enhance their market positioning [17]