绿色壁垒

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陈超凡:建好零碳园区破解绿色壁垒
Jing Ji Ri Bao· 2025-08-27 00:14
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].
欣旺达“落子”赣州
起点锂电· 2025-07-09 10:55
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].