欧盟委员会在声明中强调，此举并不意味着欧盟要放弃气候中和的长远目标，只是为汽车制造商提供更 加灵活和更具成本效益的过渡路径。 欧盟此次政策放宽是缘于多方压力。在现有技术条件下，如果欧盟强制在2035年前淘汰燃油车，全面转 向电动车，这意味着欧盟不仅要投入巨额资金，用于产品研发和充电设施建设，同时还可能引发产能、 就业和供应链的剧烈震荡。尤其对德国来说，汽车工业是国家的经济支柱，一旦电动车转型速度无法匹 配其全球领先的汽车产业水平，那么势必会更快削弱德国汽车的出口优势。同时，这也是德国对国内民 粹主义者批评欧盟气候政策的一次防御性反击。 此次政策调整在欧洲内部引发激烈争论。支持者认为，放宽禁令可以让消费者在燃油车和电动车之间拥 有更多选择权。对汽车制造商和零部件生产商来说，能拥有更多的时间完成电动化转型，避免转型过程 中的阵痛。而充电设备不足的地区也可以继续受益于燃油车的便利。在反对者看来，要实现气候保护这 一终极目标只能依赖电动车，而此次禁令放宽只会使燃油车的市场生命周期无限延续。因为政策的不确 定性，大量资金仍会投到内燃机领域，从而无法促进电动车的研发，并最终导致欧洲汽车失去技术上的 主动权。消费者也会对此 ...

欧盟委员会日前公布了对"燃油车禁令"的调整：2035年之后，配备内燃机的车型在欧盟范围内仍然可以 办理新车登记。这一调整放宽了欧盟原先的"零排放"标准。依照原先规定，从2035年起，欧盟新车的二 氧化碳排放量应在2021年的基础上减少100%，即欧盟的汽车生产应全部转向电动车或氢燃料电池车。 但新规将这一标准变成90%，混合电动车、增程式电动车，甚至传统燃油车仍可在欧盟内销售，前后差 额的10%则由环保钢材和生物燃料来抵消。 对我国而言，短期看，欧盟此次放宽"燃油车禁令"为德国等汽车强国赢得了缓冲时间，减轻了它们被迫 快速转型的可能风险；从长远看，却可能使它们在全球电动车竞赛中进一步落后。目前，全球内燃机技 术已接近瓶颈，但电池技术仍在快速发展。中国在电池安全、能量密度和快充方面的突破，可使其在未 来的电动车技术标准制定中拥有更大话语权。另外，中国电动车已形成完整的产业链。本次欧盟的政策 放宽，在一定程度上为中国车企在技术创新和市场份额上赢得了更长的窗口期。中国品牌将发挥在价 格、续航和智能化配置等方面的优势，继续发展。 然而，在获得机遇的同时，我们也应注意到，此次新规还明确要求，未来汽车在生产过程中需采用环 ...

VCI指出，2025年德国化工行业形势持续恶化，化工及制药领域产量与生产者价格均下滑0.5%，营收降 幅达1%;化工品产量同比下降2.5%，行业整体营收(含国内外)跌幅扩大至3%。目前化工行业产能利用率 仅70%，创历史新低且远未达盈利线。 VCI会员调研显示行业情绪悲观。20%的受访企业计划迁移或彻底关停产能，一成企业拟关闭整座生产 基地，超四成企业预计国内营收将再度下滑，近半数企业认为盈利状况会持续恶化。 VCI指出，本土生产成本缺乏竞争力、监管政策不确定性高、审批流程冗长是核心掣肘，叠加能源与排 放成本高企、欧元汇率偏强、国外产能过剩、美国关税壁垒及地缘经济动荡，行业经营压力陡增。 中化新网讯 德国化学工业协会(VCI)12月10日发布行业展望称，2026年德国化工及制药领域生产将陷入 停滞，化工品产量预计下滑1%，降幅较今年有所收窄;受产品价格走低与生产停滞影响，化工及制药行 业国内外营收将双双下跌2%。 VCI呼吁德欧推进能源气候、行政体系及社保领域改革，制定长期产业政策，完善资本市场联盟与内部 市场，以实现气候中和并与中美形成平等竞争格局。 ...

协议还将覆盖建筑和道路交通的碳排放交易体系的启动时间从2027年推迟至2028年。 欧洲议会10日发布消息说，欧洲议会与欧盟理事会9日晚就修订《欧洲气候法》达成一项临时政治协 议，拟将2040年欧盟温室气体净排放量较1990年水平减少90%，为到2050年实现气候中和设定新的中期 约束性目标。 根据协议，立法机构同意在如何实现2040年目标方面为成员国引入更多灵活性措施。自2036年起，成员 国可通过购买其他合作国家的国际碳信用额度抵消减排任务，但最高不能超过1990年排放总量的5个百 分点。 欧盟于2021年通过《欧洲气候法》，将2050年实现气候中和确立为成员国必须遵守的法律义务，并设定 到2030年将温室气体净排放量较1990年水平减少至少55%的约束性目标。设定2040年温室气体减排目标 被视为欧盟履行其国际气候承诺的重要一步。 （文章来源：新华社） 按照协议，欧盟委员会将参考最新科研数据、技术发展及欧盟竞争力状况，每两年评估成员国实现中期 目标的进度。评估后如有必要，欧盟委员会可提出修改提议，包括调整2040年目标或出台额外配套措 施。 欧洲议会将对这项非正式协议进行投票，欧盟理事会也需予以批准。该 ...

Group 1 - The European Parliament approved a position document on the revision of the European Climate Law, supporting the introduction of a legally binding mid-term climate target for 2040 [1][2] - The document requires the EU to reduce greenhouse gas net emissions by 90% compared to 1990 levels by 2040, while also endorsing flexibility measures proposed by the European Commission for achieving this target [1][2] - The European Parliament supports member states purchasing international carbon credits from cooperating countries to offset up to 5% of their reduction obligations starting in 2036 [1][2] Group 2 - The European Climate Law, passed in 2021, established a legal obligation for member states to achieve climate neutrality by 2050 and set a binding target to reduce net greenhouse gas emissions by at least 55% by 2030 compared to 1990 levels [2] - The European Commission proposed a revision in July this year to set a target of reducing net greenhouse gas emissions by 90% by 2040, which was agreed upon by the EU Council [2] - The European Parliament will negotiate with the EU Council on the final legislative version following the agreement on the 2040 target [2]

Core Points - The European Parliament has passed a position document supporting the addition of legally binding 2040 climate targets to the EU's existing climate law [1] - The document mandates a 90% reduction in greenhouse gas net emissions by 2040 compared to 1990 levels, while also endorsing flexibility measures proposed by the European Commission [1] - The European Parliament supports member states purchasing international carbon credits to offset up to 5% of their reduction obligations starting in 2036 [1] - The inclusion of permanent carbon removal in the EU's carbon trading system is advocated to help offset hard-to-reduce emissions [1] - The European Commission is required to assess member states' progress towards the mid-term targets every two years, with the possibility of proposing amendments to the climate law if necessary [1] - The EU's climate law, established in 2021, set a legally binding obligation for member states to achieve climate neutrality by 2050 and a target of at least a 55% reduction in emissions by 2030 compared to 1990 levels [1] Summary of Related Developments - In July, the European Commission proposed amendments to the European Climate Law, aiming for a 90% reduction in greenhouse gas emissions by 2040 compared to 1990 levels [2] - The EU Council reached an agreement among member states on the amendment to the European Climate Law, maintaining the 2040 target [2] - The European Parliament will negotiate with the EU Council on the final legislative version of the climate law [2]

Group 1 - The EU has established a legally binding target to reduce greenhouse gas net emissions by 90% by 2040, including 85% domestic reductions and up to 5% from international carbon credits [1][4] - The new Nationally Determined Contribution (NDC) targets set by the EU aim for a reduction of net emissions by 66.25% to 72.5% from 1990 levels by 2035 [1][4] - The EU's decision comes ahead of the COP30 conference, marking a significant milestone in its climate policy [5] Group 2 - The EU's internal decision-making process has been complex, influenced by geopolitical issues, but there is a strong commitment to environmental concerns [6] - The EU Council has introduced measures allowing member states to purchase international carbon credits to meet up to 5% of their reduction targets starting in 2036 [6] - In 2024, the EU and its member states plan to contribute €31.7 billion towards climate financing for developing countries, alongside an additional €11 billion from private sources [6] Group 3 - The global clean energy sector is experiencing significant cost reductions, with solar project costs dropping by 41% and onshore wind costs being 53% lower than fossil fuel generation from 2010 to 2024 [7] - The sustainable cooling market is valued at $600 billion, with potential earnings of $8 trillion for developing countries by 2050 [7] - However, tariffs and standards remain obstacles, with average tariffs on solar and wind components in developed economies at 1.9% and as high as 7.1% in Africa [7]

Core Insights - The German energy transition is leading many municipal utility companies (Stadtwerke) to abandon natural gas in favor of alternative energy sources like district heating (Fernwärme) and heat pumps (Wärmepumpen) [1] - VKU warns of significant uncertainty and high costs for consumers as the 2045 goal for a complete halt of natural gas supply approaches, urging the federal government to establish a clear policy framework [3] - A significant portion of Stadtwerke remains uncertain about the future of their natural gas networks, with 46% undecided and 23% planning partial closures or conversions to green gas networks [3] Industry Trends - MVV, an energy company in Mannheim, plans to close its natural gas network by 2035, facing local opposition due to the high costs of heat pumps for residents unable to access district heating [4] - The German government's target is to achieve climate neutrality by 2045, phasing out oil and gas heating in favor of district heating, heat pumps, or green gases, but lacks clear legal regulations [5] Policy Recommendations - VKU emphasizes the need for local heat planning (Kommunale Wärmeplanung) to be completed by mid-2026 for cities with populations over 100,000 and by mid-2028 for smaller towns [5] - Proposed measures include establishing a "conversion bonus" to provide financial support to affected homeowners and a "compensation account" to cover losses incurred by network operators during the transition [6]

Group 1 - The "Zero Carbon Mission International Climate Summit 2025" was held to discuss strategies and actions for climate change under a new governance framework, supporting China's carbon neutrality vision and global emission reduction goals [1] - The EU Ambassador to China highlighted the complexity of current geopolitical and multilateral dynamics, stating that existing emission reduction commitments are insufficient to meet the Paris Agreement's target of limiting global warming to 1.5 degrees Celsius [3] - The EU has made significant progress in climate action, achieving a 68% economic growth since 1990 while reducing emissions by 37%, with a target to reduce net greenhouse gas emissions by at least 55% from 1990 levels by 2030 and achieve climate neutrality by 2050 [3] Group 2 - The summit emphasized the importance of international cooperation, particularly between China and the EU, in addressing issues such as plastic pollution treaties, carbon markets, and energy transition [3] - The 50th anniversary of diplomatic relations between the EU and China was noted, highlighting the critical role of their collaboration in achieving the Kunming-Montreal Global Biodiversity Framework [3]

Core Insights - The report emphasizes the dual approach of "footprint + handprint" to minimize the company's environmental impact while enhancing the value of its products and solutions for customers [1][3] Group 1: Sustainability Initiatives - The company reported a total energy usage of 2,486 GWh in 2024, remaining stable compared to the previous year, with renewable energy accounting for 38% of total energy consumption, an increase of 2% from the previous year [1] - Carbon dioxide emissions were recorded at 568,000 tons, a reduction of 37,000 tons compared to the previous year [1] - Since 2020, the company has reduced its carbon emissions per million euros in sales by 45%, down to 47.5 tons, and has decreased absolute carbon emissions by approximately 200,000 tons, equivalent to 26% of 2020 levels [1] Group 2: Renewable Energy Projects - As of the end of 2024, the company has established and is operating 44 solar photovoltaic arrays globally, including 9 in China, with 65 additional projects in various planning stages [2] - A new solar project at the company's site in Hangzhou is expected to generate 200,000 kWh annually, reducing carbon emissions by 118.8 tons each year [2] - The company plans to increase the renewable energy usage ratio to 41% at its Suzhou factory by procuring 1.6 million kWh of green electricity in 2024, achieving a 23% reduction in carbon emissions per unit of sales compared to the 2020 baseline [2] Group 3: Energy Efficiency and Product Solutions - The company has identified a potential 30% energy-saving opportunity by analyzing approximately 40% of its total carbon emissions as part of its "Bee-Efficient" initiative launched in 2019 [2] - The Wibak factory in Wuxi achieved a 13% reduction in carbon emissions and a 14% decrease in overall energy consumption compared to the 2023 baseline through system optimizations [3] - In the lubricant sector, the company saved 44 GWh of electricity for Chinese customers in 2024, equivalent to a reduction of 230,000 tons of carbon emissions [3] Group 4: Future Commitments - The company is committed to continuous upgrades in green manufacturing, strengthening local R&D, and expanding talent and cultural investments, with a focus on "taking responsibility" as a core value [4] - The company aims to achieve climate neutrality by 2045, reinforcing its commitment to global climate initiatives [4]