新年伊始，欧盟的碳边境调节机制（CBAM）正式生效，该机制针对欧盟进口的"高碳排放"产品征 收"碳关税"，涉及钢铁、铝、水泥、化肥、电力及氢能六类高耗能产品。该法规刚一实施就遭到欧盟内 外的指责：欧洲有色金属产业等高耗能行业抱怨该机制对进口的高污染产品碳排放默认值过于宽松，中 国、印度、巴西等欧洲主要贸易伙伴则对该机制表示关切和反对。 CBAM是欧盟推行绿色新政的一个核心内涵，直接服务于欧盟构建清洁能源体系的战略目标，即到2030 年碳减排55%，2050年实现碳中和。从法理上看，该机制的立法依据是2021年通过的《欧洲气候法》， 它将2019年出台的《欧洲绿色协议》的政治承诺转化为法律义务。表面上，CBAM能够帮助欧洲传统高 耗能行业向绿色低碳产业转型，有助于欧洲实现其碳减排的战略目标。但换一个视角看，CBAM又是欧 盟实施"绿色壁垒"的一个贸易政策工具，通过严苛的产品生产碳排放值核算，抬升特定产品的进口标 准，迫使欧盟的贸易伙伴接受欧盟的碳定价体系，从而达到对发展中国家强征一笔高额"绿色关税"的意 图。 自冯德莱恩担任欧盟委员会主席以来，欧盟始终致力于推行绿色新政，出台了若干相关法律法案。然 而，如今的欧 ...

2026年的第一天，美欧日先后对华出牌，欧盟碳关税突然扩围，美国在台海问题上发声，高市早苗更是抛出一句"昭和百年"。 三国联动，没有明说的"合谋"，却步调一致得让人侧目，那么，我们中国该如何应对？美日欧这场联动又释放了什么信号？ 欧盟这波碳关税升级，是打着"气候责任"的旗号，但一打开清单，180种下游产品赫然在列，从家电到五金，从机械到零部件，几乎涵盖了中国对欧出口的 半壁江山。 不光是征税范围在扩，技术门槛也在提高，什么"消费前金属废料碳核算"、"全流程数据溯源"，说到底就是一句话：中国企业，你们准备好了没？ 欧盟说这叫防止"碳泄漏"，听起来像是环保正义的代言人，实则是换着花样搞"绿色壁垒"。 他们清楚，中国制造这些产品的碳排放高，成本低，竞争力强，一旦欧盟市场放开，中国货就会像潮水一样涌入，所以，干脆先设个门槛，让你进来也得交 门票，而且票价还不便宜。 这边欧洲对华出牌，美国则紧跟其后，当地时间1月1日，美国国务院把话题拉回台海，说中国军演太紧张，要"克制"。 这就像是一个人刚在你家门口点了把火，然后劝你"别激动"，这种节奏，不像是巧合，更像是一场精心编排的"双线施压"，一边用气候规则压你经济，一边 用地 ...

Core Viewpoint - The establishment of zero-carbon parks is a significant strategic initiative for China to achieve its "dual carbon" goals and respond to international green trade barriers, aiming to enhance the competitiveness of its foreign trade [1][2]. Group 1: Zero-Carbon Park Development - The National Development and Reform Commission, the Ministry of Industry and Information Technology, and the National Energy Administration have issued a notice to support the construction of zero-carbon parks in qualified regions, outlining eight key tasks [1]. - The construction of zero-carbon parks is seen as a critical vehicle for coordinating energy transition, technological and institutional innovation, and industrial upgrading [2]. Group 2: Green Trade Challenges - Green trade is becoming a significant feature of the new international economic order, with the EU's carbon border adjustment mechanism set to be implemented in 2026, which will impact China's steel, aluminum, and potentially downstream industries [2]. - China's exports to the EU are substantial, with imports from China expected to reach €517.8 billion in 2024, accounting for 21.3% of total imports from non-EU countries [2]. Group 3: Carbon Data Management - There is a need to establish a standardized carbon emission data management platform that covers the entire process of carbon emission collection, accounting, verification, and reporting [3]. - Utilizing technologies such as blockchain and big data, a traceable system for energy consumption and carbon footprints of export products should be developed [3]. Group 4: Green Certification and Standards - The establishment of an internationally recognized "green label" system is proposed, with zero-carbon parks as pilot projects to promote green certification cooperation with major trading partners [4]. - The integration of green electricity consumption standards with international accounting and certification systems is essential for enhancing compliance and market access [4]. Group 5: Green Trade Financial Support - A green trade financial support system is needed to explore the "green production through green means" model, ensuring low-carbon attributes in both energy and products [5]. - The development of specialized financial products such as green loans, green insurance, and green bonds for export enterprises in zero-carbon parks is encouraged to attract more social capital for low-carbon transformation [5].

Core Viewpoint - The article discusses the growing importance of battery recycling in the lithium battery industry, highlighting the strategic moves of companies like XINWANDA to establish a foothold in this emerging market [3][4][6]. Group 1: Event Information - The 2025 Fifth Start Point Two-Wheeled Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 11, 2025, at the Shenzhen Baoan Dingshi International Hotel [2]. - The event is sponsored by various companies in the battery and electric vehicle sectors, including XINWANDA, Yadi Technology Group, and others [2]. Group 2: Company Developments - XINWANDA has established a new subsidiary, Jiangxi Xinsenyuan Recycling Technology Co., Ltd., focusing on battery recycling and related services, with a registered capital of 10 million yuan [3]. - The company is expanding its recycling business to capitalize on the growing demand for lithium and cobalt resource recycling, driven by new regulations such as the EU Battery Regulation [4][6]. Group 3: Market Trends - The battery recycling market is becoming a key competitive arena for global lithium battery companies, with major players like CATL and EVE Energy also entering this space [4][6]. - As of June 2023, EVE Energy has established 246 battery recycling network points globally, indicating a significant push towards building a comprehensive recycling infrastructure [3][4]. Group 4: Financial Performance - In 2024, XINWANDA's total shipment of power batteries reached 25.29 GWh, a year-on-year increase of 116.89%, with revenue from this segment amounting to 15.139 billion yuan, up 40.24% [6]. - The company is also seeking to enhance its competitiveness in overseas markets by accelerating the construction of projects in Vietnam, Hungary, and Thailand [6][8]. Group 5: Strategic Shifts - XINWANDA is shifting its investment focus, as evidenced by its recent application for an IPO on the Hong Kong Stock Exchange, aiming to become the third domestic power battery company to pursue an "A+H" listing [4][5]. - The company is facing increased competition in both the consumer and power battery markets, with rivals like EVE Energy and CATL ramping up their production capacities [7][8].