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《洞见ESG》12月刊:中央定调“能源强国”
21世纪经济报道· 2025-12-30 11:34
Core Insights - The article emphasizes the importance of establishing a "strong energy nation" as part of China's dual carbon goals, focusing on energy security and transition [4] - It highlights the launch of 52 national zero-carbon parks, which aim to significantly reduce carbon emissions, setting a standard of near-zero emissions rather than complete elimination [3][5] - The introduction of mandatory ESG disclosure guidelines marks a significant step towards a unified sustainable disclosure framework in China [3] Policy Updates - The central economic work conference prioritizes the dual carbon goals and plans to develop a top-level framework for building a strong energy nation [4] - The goal for new energy installations is set to exceed 200 million kilowatts by next year, with a target of 25% non-fossil energy consumption by 2030 [4] - The construction of national zero-carbon parks is driven by strict energy structure and green electricity ratio requirements, fostering investment and development [5] Industry Insights - The demand for green certificates is rising due to policy support and corporate commitments, although the full potential for consumption remains untapped [5] - The A-share market is preparing for its first ESG disclosure evaluation in 2026, with 471 listed companies expected to participate [5][6] - The ecological environment ministry is pushing for pollution control in nearly 10,000 enterprise sites, ensuring safe land use for key projects [6] Environmental Initiatives - China aims to achieve a total installed capacity of 15 million kilowatts for solar thermal power by 2030, with costs comparable to coal power [4] - The country is also focusing on solid waste management, aiming to curb the growth of solid waste by implementing a comprehensive governance system [4] - The development of mixed financing models is crucial for climate adaptation projects, which are often less profitable and require public financial support [9] Technological Advancements - Innovations in energy storage, such as lithium-ion capacitors, are being developed to enhance power system reliability and support various applications [8] - The transition from traditional data centers to AI-driven data centers is expected to increase the demand for green electricity and energy storage systems [10] - The article discusses the potential of carbon capture technologies to convert CO2 emissions into usable materials, indicating a shift towards sustainable practices in various industries [10]
什么黑科技,能把二氧化碳做成沙发?
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-06 07:37
然而,将新材料技术从实验室推向实际应用并非易事,成本与规模化是首要挑战。 徐坤表示,在原料配置上,传统工艺生产1吨产品需消耗1吨石油基原料,而新技术仅需0.7吨。当前石 油基原料价格约为8000至10000元/吨,二氧化碳成本约为200至410元/吨,理论上采用二氧化碳可显著 降低生产成本。但受限于现有产能与商业化程度,目前整体成本仍偏高。 "碳寻制造"是腾讯发起的"绿色材料孵化平台",推动多种技术路线的绿色材料落地应用,目前聚焦在二 氧化碳利用与转化,未来有望拓展到生物基、化学回收等更多前沿的新材料领域。本次"碳寻制造"合作 的技术方坤晟,也是腾讯"碳寻计划"一期的终选团队。 12月3日,2025可持续社会价值创新大会(以下简称"S大会")在北京召开。其间,腾讯"碳寻制 造"(CarbonXmade)新品发布会吸引了多方关注。 21世纪经济报道记者在S大会期间实地探访了发布现场,见证了一系列以二氧化碳捕集与利用技术为核 心的创新环保产品亮相。 从固碳沙发、碳捕集环保吸管,到碳捕集纤维制成的T恤,这些贴近日常生活的环保制品背后,共同指 向一项关键的"黑科技"——将工业排放的二氧化碳捕获并转化为实用材料。这不仅 ...