《中国能源报》记者访北京绿色交易所有限公司董事长王乃祥。 近日，工信部等五部门联合印发《关于开展零碳工厂建设工作的指导意见》（以下简称《意见》），聚焦零碳工厂建设提出一系列政策 举措。 王乃祥： "科学算碳"是建设零碳工厂的基础和前提，其核心在于建立一套系统、规范、透明且可核查的温室气体排放核算体系。 具体而言，应重点把握以下三个层面： 《意见》明确要求，零碳工厂的建设目标是让厂区内的碳排放"持续降低、逐步趋向于近零"，同时提出科学算碳、源头减碳、过程脱 碳、协同降碳、智能控碳、碳抵销和信息披露等六大建设路径。 第一，遵循规范标准，明确核算边界与方法。核算工作必须依据权威、统一的标准体系展开。《意见》对核算采用的标准进行了具体的 规定。需要注意的是，不同标准体系的侧重点有所差异：国内现行标准体系主要聚焦于企业直接排放（范围1）与能源相关间接排放 （范围2），旨在夯实基础排放数据的准确性与可比性；而国际先进标准则更加强调对价值链上下游间接排放（范围3）的核算与披露， 以 推 动 企 业 承 担 更 广 泛 的 碳 管 理 责 任 。 企 业 在 实 践 中 ， 可 以 以 国 内 强 制 规 范 为 基 础 ， ...

从国网蒙东电力获悉，2025年蒙东地区依托独特的清洁能源资源禀赋与区域能源保障优势，绿电绿证交 易量实现双重跨越，完成绿电交易49亿千瓦时，同比增长383%；绿证交易86万张，同比增长56%，在 清洁能源消纳、区域能源协同、交易服务下沉等方面取得标志性成果。 蒙东作为国家重要的绿色能源基地，拥有丰富的风电、光伏资源，且毗邻东北、华北电力负荷中心，绿 电绿证交易成为推动区域能源结构转型、保障国家能源安全的关键抓手。蒙东创新推行"机制+通道+服 务"三维推进模式，通过推动市场机制创新、优化交易组织方式、拓宽绿电使用场景，将绿电转化为实 实在在的绿色经济价值。搭建"电量实时监测+绿证区块链溯源"系统，将交易数据、电量计量数据、绿 证信息上链存证，实现交易全流程可追溯、可核查；同步建立"供需双向预判"机制，运用大数据分析模 型精准预测绿电供给能力与用户需求，每月发布供需分析报告，并强化交易全周期管理，建立交易合 同、电量交割、绿证匹配全流程台账。 2025年7月1日起，蒙东地区新能源全面进入电力市场，通过推行小时级绿电交易机制，根据风电、光伏 出力特性，划分峰谷平三个交易时段，制定差异化价格体系，引导用户错峰消费绿电 ...

Core Viewpoint - The Ministry of Industry and Information Technology, along with four other departments, has released guidance on the construction of zero-carbon factories, emphasizing carbon offsetting and information disclosure to achieve and maintain near-zero carbon emissions [1] Group 1: Zero-Carbon Factory Construction - The guidance encourages factories to achieve substantial self-reduction in emissions, and any remaining carbon dioxide emissions can be offset through mechanisms like cross-border carbon trading [1] - Support is provided for green electricity and green certificate trading to enhance the proportion of green electricity consumption [1] Group 2: Reporting and Transparency - Factories are encouraged to regularly publish sustainability reports, including Environmental, Social, and Governance (ESG) reports, and zero-carbon factory construction reports [1] - The reports should disclose carbon emissions, product carbon footprints, and the status of zero-carbon factory construction to verify expected outcomes and performance, ensuring continuous improvement [1]

Core Viewpoint - The construction of national-level zero-carbon parks in China is set to begin, with a target of establishing around 100 parks during the 14th Five-Year Plan period, with the first batch of 52 parks expected to be completed by 2027 [1][10]. Group 1: Zero-Carbon Park Construction - The first batch of zero-carbon parks will focus on transforming energy consumption structures, with a goal of achieving at least 50% of electricity supply from renewable sources [1][4]. - The parks will serve as experimental fields for a new energy system, utilizing various green electricity supply models, including direct supply, nearby access to distribution networks, and distributed generation [2][9]. - The construction of these parks will be guided by a combination of local resource endowments, economic feasibility, technological viability, and policy environments [9][10]. Group 2: Green Electricity Supply Models - Three main models for green electricity supply have been identified: direct connection of green electricity, nearby access to incremental distribution networks, and distributed self-consumption [5][6][7]. - In addition to these models, parks can supplement their green electricity supply through green certificate trading and virtual power plants [8][9]. Group 3: Regional Distribution and Industry Types - The first batch of parks will cover all 31 provinces and regions, ensuring a diverse representation of both resource-rich and industrially advanced areas [10]. - The parks will primarily focus on low-energy, low-pollution, and high-value-added industries, while also addressing the decarbonization of traditional high-energy-consuming sectors [10]. Group 4: Challenges and Opportunities - The transition to zero-carbon parks faces challenges such as high initial investment costs and the need for systemic innovation in mechanisms and business models [15]. - Zero-carbon parks can help enterprises meet international low-carbon standards and enhance their competitiveness in global markets, particularly in light of evolving green trade rules [13][14].

Industry News - The first kilowatt-level underwater pumped storage system "Dongchu No. 1" has successfully completed trials, marking a significant advancement in underwater energy storage technology in China [3] - China's largest desert oil field has achieved an annual oil and gas equivalent production of over 5 million tons, setting a historical record and contributing to national energy security [5] - Chinese researchers have developed a low-cost solution to address interface issues in all-solid-state lithium batteries, potentially paving the way for commercial applications [5] Company News - Hohhot Energy Investment Development Group has increased its registered capital from 100 million RMB to approximately 20.8 billion RMB, with full ownership by the Hohhot Municipal Government [6] - The National Key R&D Program for international scientific and technological innovation cooperation has approved a project led by China Energy Engineering Group, focusing on key technologies for solar thermal chemical hydrogen production [6] - Zhongmei Xinjie Energy has reported an estimated total revenue of 12.343 billion RMB for 2025, a year-on-year decrease of 3.02%, with net profit down 13.73% [7] Local News - Liaoning Province has achieved significant growth in green electricity and green certificate trading, with green electricity trading volume reaching 17.085 billion kWh, a 33.65% increase [8] - Xinjiang's new energy storage capacity has exceeded 20 million kW, ranking among the top provinces in China [8] International News - The Adriatic oil pipeline will resume oil supply to Serbia's key refinery after a nearly 100-day interruption, with an initial shipment of approximately 85,000 tons of crude oil [9] - Reliance Industries in India has halted its lithium battery production plans due to the inability to acquire Chinese technology, highlighting challenges in establishing an independent clean energy supply chain [11]

Core Insights - The first green electricity and green certificate service center in Guizhou Province was established in Guiyang to enhance the green electricity trading system and promote renewable energy consumption [1][2] Group 1: Green Electricity Trading - Guiyang's green electricity trading volume has been steadily increasing, reaching 1.495 billion kilowatt-hours in 2024 and 5.689 billion kilowatt-hours by December 23, 2025, accounting for nearly 40% of the province's total green electricity trading [1] - The service center aims to address common challenges faced by enterprises in green electricity trading, such as unfamiliarity with policies, complex processes, difficulties in obtaining green certificates, and inaccurate consumption accounting [1] Group 2: Service Center Operations - The service center will operate on an innovative non-physical model, integrating data across the entire electricity supply chain to provide a one-stop solution tailored to customer needs [1][2] - The center will simplify processes, provide precise interpretations of trading rules and subsidy policies, and offer customized solutions for green electricity consumption and carbon footprint management [2] - A green energy service team and green electricity management team will be established to assist users with the registration, declaration, trading, and certification processes on relevant platforms [2]

Core Viewpoint - The establishment of the Guiyang Green Electricity and Green Certificate Service Center marks the first local platform in Guizhou province dedicated to green electricity and green certificate services, aimed at enhancing the trading system and promoting renewable energy consumption [1][2]. Group 1: Service Center Establishment - The Guiyang Green Electricity and Green Certificate Service Center was officially launched on December 26, authorized by the Guiyang municipal government and operated by the State Grid Guiyang Power Supply Bureau [1]. - The center aims to address challenges faced by enterprises in green electricity trading, such as unfamiliarity with policies, complex processes, and difficulties in obtaining green certificates [1]. Group 2: Operational Model - The center adopts a non-physical operational model to efficiently integrate data across the entire electricity supply chain, providing a customer-oriented "one-stop" solution [1]. - It will enhance policy understanding through training sessions, manuals, and online Q&A, simplifying the trading process for enterprises [1]. Group 3: Support Teams - The Guiyang Power Supply Bureau has established a Green Energy Service Team and a Green Electricity Steward Team to assist users with the registration, declaration, trading, and certification processes on relevant platforms [2]. - The Green Energy Service Team consists of young technical professionals familiar with national and local policies on green electricity and green certificate trading [2].

Core Viewpoint - The article discusses the increasing electrification of end-use energy in China, highlighting its significance in achieving carbon neutrality and enhancing industrial productivity. It emphasizes the transition from fossil fuels to electricity in various sectors, including residential and industrial applications [2][3][5]. Group 1: Electrification in Residential and Industrial Sectors - End-use electrification is characterized by the shift from traditional energy sources like coal and gas to electric appliances for heating, cooking, and industrial processes [3][5]. - The electrification rate in China reached 28.8% in 2024, indicating that nearly 30% of total energy consumption is now from electricity, which is higher than that of major developed economies [5][11]. - The transition to electric heating and electric machinery in industries such as steel and chemicals is crucial for reducing carbon footprints and enhancing competitiveness in global markets [5][6]. Group 2: Policy and Market Support - The Chinese government is promoting a dual control system for carbon emissions and is encouraging electrification across key industries, including steel, chemicals, and construction [8][10]. - The establishment of a unified electricity market and pricing mechanisms is essential for ensuring reliable electricity supply and supporting the electrification process [5][10]. - The development of renewable energy sources is projected to support the electrification process, with renewable energy generation expected to account for about 60% of total installed capacity by the end of the 14th Five-Year Plan [8][10]. Group 3: Case Studies and Practical Applications - The industrial electrification project in Shanxi Province serves as a model, where coal-fired furnaces were replaced with electric furnaces, resulting in significant environmental and economic benefits [6][7]. - The implementation of V2G (Vehicle-to-Grid) technology in Hebei Province demonstrates innovative approaches to integrating electric vehicles into the energy grid, enhancing local energy management [7]. - The establishment of green electricity service stations in Xiamen has facilitated substantial green electricity transactions, promoting the use of clean energy among local businesses [9][10]. Group 4: Future Projections - By 2030, China's electrification rate is expected to reach approximately 35%, significantly surpassing the OECD countries' rates [11]. - The anticipated increase in electricity consumption is projected to exceed 13 trillion kilowatt-hours, with an annual increase of about 600 billion kilowatt-hours during the 14th Five-Year Plan [11].

Group 1: Operational Scale and Composition - As of June 2025, the company's operational installed capacity is 19.9255 million kW, with wind power accounting for approximately 19.75% and solar power for about 79.24% [1] Group 2: Financial Performance - In the first three quarters of 2025, the company received a total of 1.888 billion yuan in renewable energy subsidies [1] Group 3: Investment Strategy - Following the issuance of Document No. 136, the company is adopting a more cautious investment strategy in new energy projects, focusing on investment returns and optimizing its industrial structure [1] - The company is steadily advancing its "two transfers" strategy, shifting investments from solar to wind power and from the northwest to the central and eastern regions [1] Group 4: Future Planning - The company is actively working on its "14th Five-Year" planning research and will disclose information after completing relevant decision-making procedures [1] Group 5: Energy Storage Projects - The company has invested in various energy storage projects, including a 50,000 kW project in Xinjiang and a 20,000 kW project in Inner Mongolia, in addition to a 17,000 kW project in Qinghai [2] - The company emphasizes the importance of energy storage and thermal projects in its investment layout to address industry challenges [1][2] Group 6: Green Energy Trading - The company actively participates in green electricity and green certificate trading to enhance revenue, aligning with the national "dual carbon" strategy [2]

Core Viewpoint - The recent policies released by national authorities regarding renewable energy consumption and voluntary greenhouse gas reduction are expected to create a strong synergistic effect, promoting the development of China's green hydrogen industry [2][9]. Group 1: Policy Overview - The "Minimum Proportion Target for Renewable Energy Consumption" establishes a mandatory minimum proportion target for renewable energy consumption, including non-electric renewable energy consumption such as hydrogen production [4][5]. - Key energy-intensive industries, such as steel and chemicals, will likely need to procure or produce green hydrogen to meet regulatory requirements, thus creating a rigid market demand for green hydrogen [4][5]. Group 2: Demand-Side and Supply-Side Dynamics - The demand-side policy aims to create a strong market pull for green hydrogen by integrating it into a mandatory assessment system for energy consumption [4][5]. - The supply-side policy, through the "Voluntary Greenhouse Gas Reduction Project Methodology," provides a framework for quantifying the carbon reduction benefits of green hydrogen production, enhancing its economic viability [7][9]. Group 3: Economic Implications - The new policies will allow green hydrogen projects to generate additional revenue through carbon asset benefits, which can help offset the high production costs associated with green hydrogen [7][9]. - The combination of mandatory market demand and carbon value benefits is expected to accelerate the growth of China's green hydrogen industry, contributing to a cleaner and more efficient energy system [9].