定义石油工程"碳足迹" 用水也排碳？胜利石油工程公司钻井工艺研究院绿色洁净环保研究所主任师李培丽至今难以忘记，"碳 足迹"的显露，让很多员工惊叹。 不同于采油，石油工程行业众多，施工工艺复杂，井况不同，工序不同，耗能也不同，差异性大、个异 性强，这给"碳核算"带来很大困难。 "越是困难越向前。不摸清'碳家底'，我们的绿色低碳发展就只能停在表面。"胜利石油工程公司总经 理、党委副书记舒华文坚定认为。 2024年7月，胜利石油工程公司在国内石油工程领域率先开启"碳核算"工作，并将钻井和试油两大行业 作为核算试点。 "边界定义最难。"负责此项工作的李培丽说，没有前路借鉴，行业生命周期从哪算开始，工序排放边界 怎么定，都是问题。 几经对比，胜利石油工程公司最终选择排放因子法作为计算公式，并历时3个月在基层蹲点测算，形成 了涵盖钻井、试油全生命周期，包含原料获取与运输等30多项因子的碳排放计算模型。今年6月，中国 质量认证中心通过了这项核算体系的典型井评价，并向胜利石油工程公司颁发了国内首个石油工程碳足 迹认证证书。 石英砂散装运输"公铁海"联运是重点任务之一。以往，公司采购石英砂都由中标供应商运至现场，公路 运输碳排 ...

Core Insights - The article highlights the collaboration between State Grid Jiangsu Nanjing Power Supply Company and Gree Electric Appliances in optimizing carbon footprint calculations for their products, particularly the "Tianli Variable Frequency 3" air conditioning unit [1] Group 1: Carbon Footprint Calculation - Gree Electric Appliances received a carbon footprint verification statement for its "Tianli Variable Frequency 3" air conditioning unit, thanks to the assistance in precise carbon footprint calculations [1] - The traditional fixed carbon factor calculation methods are inadequate for measuring the rapid development of renewable energy in China, prompting the need for a more refined approach [1] - The newly introduced "Time-Section, Regional, and Voltage-Level Carbon Factor Database" allows for more accurate carbon footprint calculations by breaking away from the one-size-fits-all method [1] Group 2: Impact on Product Emissions - The carbon footprint factor for the "Tianli Variable Frequency 3" air conditioning unit was reduced from 0.763 kg CO2 equivalent per kilowatt-hour to 0.658 kg CO2 equivalent, representing a decrease of approximately 13.8% in indirect emissions [1] - The verified carbon footprint for each functional unit of the product is 302.03 kg CO2 equivalent [1] Group 3: Broader Industry Implications - The new calculation method can potentially reduce carbon footprints by up to 31.2% in industries such as aluminum and battery cells, significantly aiding the green transformation of the entire supply chain [2]

Core Viewpoint - Huicheng Environmental Protection (300779) is currently collaborating with a third party to conduct a full lifecycle carbon accounting, with specific carbon emission data to be disclosed after the completion of the assessment [1] Company Summary - The company is actively engaging in carbon accounting initiatives to enhance transparency regarding its carbon emissions [1]

Summary of Renewable Energy Consumption and Industry Insights Industry Overview - The document discusses the renewable energy sector, focusing on the implementation of a renewable energy consumption responsibility weight system and minimum consumption ratio targets in the context of subsidy-free era and carbon neutrality goals [1][2]. Key Points and Arguments - **Importance of Renewable Energy Consumption**: The responsibility weight system for renewable energy consumption has gained significance, especially under the dual carbon goals, highlighting the need for local governments and grid companies to prioritize renewable energy consumption despite uncertainties in green electricity supply [1][2]. - **Two-Dimensional Renewable Energy Assurance System**: The document outlines a dual-dimensional assurance system for renewable energy, addressing previous policy gaps and promoting high-quality development through institutional guarantees and market mechanisms such as green certificates and pricing mechanisms [1][3]. - **Minimum Consumption Ratio Targets**: The introduction of minimum consumption ratio targets for renewable energy is a key feature, emphasizing comprehensive constraints on renewable energy consumption [2][5]. - **Inclusion of Non-Electric Consumption**: The document marks the first time non-electric consumption has been included in the renewable energy target system, expanding the utilization space for renewable energy and focusing on the commercialization of hydrogen, biomass, and geothermal energy [1][6]. - **Monitoring and Accountability Mechanisms**: A quarterly monitoring, annual evaluation, and accountability mechanism will be established to ensure compliance with the new policies, with clear communication of reasons for any failures to meet targets [3][13]. - **Market Mechanisms**: The importance of market mechanisms is emphasized, with green certificates serving as a core tool to facilitate consumption and absorption of renewable energy, while also linking to carbon accounting and carbon footprints [3][12]. - **Sector-Specific Targets**: Key energy-consuming industries such as steel, cement, and aluminum have been identified as targets for achieving green consumption ratio goals, with additional requirements for flexibility [11]. - **Future of Non-Electric Utilization**: The document discusses the potential for non-electric utilization, particularly in high-energy-consuming sectors, to achieve significant applications and contribute to carbon reduction [26]. Additional Important Insights - **Development of Hydrogen and Ammonia**: The emphasis on developing green hydrogen and ammonia is linked to their relationship with energy storage, with many projects expected to adopt off-grid or storage configurations to reduce reliance on grid capacity [18]. - **Carbon Market Expansion**: The establishment of a national carbon market by 2025 is expected to cover high-energy-consuming industries by 2027, promoting a green transition in these sectors [15]. - **Storage Development**: The document highlights the rapid growth of new energy storage, with an expected compound annual growth rate of 169% during the 14th Five-Year Plan period, significantly outpacing the growth of wind and solar installations [21]. - **Regional Policy Variations**: Local governments are encouraged to tailor their policies based on regional conditions, with specific targets for renewable energy consumption being allocated to different provinces and cities [27]. - **Future Policy Support for Green Hydrogen**: Future policies are anticipated to support the development of green hydrogen through various means, including price policies and technological advancements, rather than direct subsidies [24][25]. - **Projected Installation Capacity**: For 2025, solar installation capacity is expected to exceed 300 GW, while wind installation is projected to be between 90 to 100 GW, with further growth anticipated in 2026 [30].

Core Insights - The rapid development of the green finance market is leading to an increase in relevant information and data, providing decision-making references for participants in the green finance sector [1] Group 1: Green Loan Growth - During the "14th Five-Year Plan" period, the average annual growth rate of green loans in China exceeded 20%, indicating a stable growth trend in green financing [2] - The financial system is playing a positive role in supporting the green and low-carbon transition of society, laying a solid foundation for the deepening development of green finance in the "15th Five-Year Plan" period [2] Group 2: Carbon Accounting Standards - The People's Bank of China is developing carbon accounting standards for financial institutions and revising sustainable information disclosure guidelines to enhance carbon accounting and disclosure requirements [3] - As of the end of Q2, the balance of green loans in China reached 42.4 trillion yuan, and the balance of green bonds exceeded 2.2 trillion yuan, both ranking among the highest globally [3] Group 3: Steel Industry Financing Needs - The Climate Bonds Initiative (CBI) reports that the Chinese steel industry will require at least $18 billion in capital expenditures over the next five years for low-carbon technologies [4] - The report emphasizes the need for a unified standard and policy incentives to address financing bottlenecks and direct capital towards decarbonization efforts [4] Group 4: Securities Firms Evaluation - The China Securities Association has released evaluation results for securities firms focusing on the "Five Major Financial Articles," which include green finance, aiming to enhance the role of securities firms in supporting green transitions [5] Group 5: Biodiversity Financing Gap - The Paulson Institute's report indicates that the global financing gap for biodiversity has expanded to $942 billion, highlighting the urgent need for effective policies and innovative financing mechanisms [7] Group 6: Carbon Market Developments - The national carbon market saw a maximum price of 60.33 yuan per ton last week, with a total trading volume of 8,127,135 tons and a total transaction value of approximately 484.87 million yuan [8][9] Group 7: Regional Carbon Market Cooperation - A memorandum of cooperation was signed among four exchanges in the Guangdong-Hong Kong-Macao Greater Bay Area to promote the development of the regional carbon market and green finance ecosystem [11] - This collaboration aims to enhance market liquidity and pricing efficiency while fostering innovation in green financial products [11] Group 8: Innovative Financing Products - The first biodiversity and carbon reduction-linked loan in Guangdong was issued, amounting to 10 million yuan, aimed at ecological restoration projects [12] - This innovative loan structure links financing costs to carbon reduction outcomes, promoting both ecological protection and the diversification of green financial products [12] Group 9: Green Bond Index Fund - BlackRock announced the establishment of a green bond index fund with a subscription amount of approximately 6 billion yuan, aligning with the policy direction of enhancing green finance [13] - This fund is expected to attract more international capital into China's green bond market, enhancing market vitality and global connectivity [13]

Core Insights - The 2025 Zero Carbon Academic Seminar and the Third Humboldt Zero Carbon Forum highlighted the importance of zero carbon park construction, marking 2025 as a pivotal year for this initiative [1][2] - The Chinese government has progressed through three stages in zero carbon park development: early exploration, nurturing development, and key promotion, with various pilot projects launched [1] - Approximately 80,000 industrial parks exist in China, contributing 30% of the national GDP and 31% of industrial carbon emissions, necessitating a focus on energy saving, emission reduction, and pollution control [1] Group 1 - The construction of low-carbon and zero-carbon parks requires comprehensive carbon monitoring to establish a clear understanding of emissions, including direct, indirect, and associated emissions [2] - The electricity sector is leading the way in carbon market participation, with other industries such as steel, non-ferrous metals, building materials, petrochemicals, and chemicals expected to follow suit [2] - A multi-stakeholder approach is essential for zero carbon park development, involving government, management committees, enterprises, and service providers to create a collaborative governance model [2] Group 2 - The proposed four-step approach for advancing zero carbon park construction includes establishing a carbon ledger, transforming energy sources to green electricity, optimizing resource allocation through industrial structure adjustments, and planning for economic and ecological benefits throughout the lifecycle [3] - The zero carbon vision should be transformed into collaborative practices through a closed-loop mechanism that integrates concept-driven resource integration and feedback optimization [2]

Core Insights - The Yangtze River Delta region is recognized for its leading green industry clusters and high-density low-carbon technology R&D platforms, emphasizing a collaborative approach to economic development and ecological protection [1] - The establishment of the "Yangtze River Delta Carbon Accounting Technology Engineering Center" aims to bridge academic consensus with practical resources in carbon accounting [1] - The release of the textbook "Introduction to Carbon Accounting" is part of a broader initiative to enhance the carbon finance academic framework, complementing previous publications on carbon trading and carbon finance [2] Group 1 - The Yangtze River Delta is exploring new paths for economic development and ecological protection through a unified approach [1] - Carbon accounting is highlighted as a critical measurement tool and data foundation for achieving dual carbon goals [1] - Approximately 150 experts and representatives from various institutions participated in the seminar, indicating strong interest and collaboration in the field [1] Group 2 - The "Introduction to Carbon Accounting" textbook is the third in a series aimed at providing comprehensive insights into carbon finance [2] - This series includes previous works on carbon trading and carbon finance, contributing to the development of the carbon finance discipline [2] - The initiative reflects a commitment to advancing education and practical knowledge in carbon finance and accounting [2]

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 carbon emission accounting and reporting management, as well as the need to improve information disclosure systems [1][2]. Information Disclosure System and Carbon Data Accounting - The "Opinions" require an enhancement of the information disclosure system, mandating timely public disclosure of emissions, compliance, trading, and pledge-related information by key emission units, registration agencies, trading institutions, technical service providers, and financial institutions [2][3]. - As of September 3, 2023, 2,523 A-share listed companies have disclosed their 2024 ESG reports, with a disclosure rate of 46.49% [1]. - The introduction of the "Opinions" expands the scope of disclosure to include financial and technical service institutions, requiring comprehensive information on quota applications, compliance progress, trading details, and pledges [2][3]. Challenges in Carbon Data Management - Small and medium-sized enterprises (SMEs) face significant challenges in carbon data management, including weak data foundations, lack of standardized accounting methods, and insufficient technical capabilities [3][4]. - The "Opinions" highlight the need for improved carbon emission measurement and reporting management, addressing the core shortcomings in corporate carbon data management [3][4]. Corporate Responses and Strategies - Companies are beginning to prepare for the requirements set forth in the "Opinions," with many already conducting carbon audits and accounting [1][3]. - Enterprises are encouraged to build carbon accounting systems, equip key measurement instruments, and establish traceability mechanisms for supply chain carbon data [6][10]. - The need for collaboration among supply chain participants is emphasized, with leading companies expected to drive data collection and reporting efforts [8][10]. Market Activity and Carbon Asset Management - The national carbon market has seen increased trading activity, with an average daily trading volume of 55.26 million tons in August 2023, a 9% increase from July [11]. - Companies are exploring carbon asset management strategies, including carbon quota pledge financing and the development of carbon credit projects [12][13]. - The "Opinions" outline a timeline for industry coverage, with the national carbon market expected to encompass major industrial sectors by 2027 [12][13]. Future Directions and Compliance - Companies are advised to integrate carbon footprint accounting and disclosure into their ESG management frameworks, particularly in supply chain management [10]. - The transition from voluntary to mandatory disclosure of carbon emissions is anticipated, especially for export-oriented industries [10][11]. - The establishment of a robust carbon asset management system is crucial for companies to navigate the evolving regulatory landscape and market dynamics [13][14].

Group 1 - The integration of digital technology and the internet is steadily advancing, with artificial intelligence (AI) becoming a new focal point in international competition [1] - AI is recognized as a crucial tool for various industries to achieve environmental goals, enhance resource management efficiency, and reduce carbon emissions [1] - The introduction of AI technologies can significantly aid companies in energy-saving and carbon reduction efforts, exemplified by a project that saved a petrochemical company $30 million annually through improved energy and utility management [1] Group 2 - Experts discussed the application of digital intelligence technologies in building new energy and carbon emission systems [2] - The State Grid Corporation's vice chief information officer emphasized the importance of digitalization and intelligence in promoting renewable energy consumption and constructing a new power system [2] - A global unified carbon accounting system is recommended to align China's evolving carbon accounting practices with international standards, thereby unlocking the innovative value of carbon accounting [2]

Core Insights - The "Three New" economy in China achieved a value-added of 242,908 billion yuan in 2024, growing by 6.7% year-on-year, which is 2.5 percentage points higher than the GDP growth rate [1] - The "Three New" economy accounted for 18.01% of GDP, an increase of 0.43 percentage points from the previous year [1] Group 1: Economic Performance - The "Three New" economy is characterized by new industries, new business formats, and new business models, which are essential for economic activities [1] - The rapid development of the "Three New" economy has created more job opportunities, improved labor productivity, and promoted consumption upgrades [1] Group 2: Trends and Developments - The "Three New" economy is experiencing three major trends: leading growth and structural upgrades, expansion into new fields driven by technology, and regional collaboration [2] - Emerging industries such as digital economy, smart manufacturing, and life health are developing rapidly, contributing to the upward momentum of the economy [2] Group 3: Recommendations for Development - Suggestions for strengthening the foundation of the "Three New" economy include deepening the market-oriented allocation of data elements, enhancing regulatory innovation, and aligning with international standards [2]