Core Viewpoint - The "Carbon Index Plan" marks a shift from evaluating projects based on technical highlights to assessing their structural integration within the industry, emphasizing real-world application and collaboration among industry players [5][11][19]. Group 1: Event Overview - The fourth "Double Carbon Star Species" event took place in Zhengzhou, focusing on "Future Transportation" and featuring discussions on new ideas and industry logic related to carbon neutrality [3][6]. - The event was organized by 36Kr and Dongfang Securities, highlighting the importance of real industry scenarios in addressing carbon neutrality challenges [3][5]. Group 2: Industry Transition - The transition from a competition-based model to a collaborative approach reflects the industry's need for practical solutions as China approaches its 2030 carbon peak target [8][11]. - The emphasis has shifted from merely showcasing innovative technologies to evaluating the ability of projects to integrate into existing industrial structures and supply chains [11][13]. Group 3: Key Insights from Participants - Industry leaders, such as BYD, are redefining their green strategies, viewing them as opportunities for efficiency rather than mere compliance [13][14]. - Companies are increasingly focusing on creating a closed-loop system that encompasses product design, technology routes, and customer collaboration to meet carbon goals [14][18]. Group 4: Zhengzhou as a Model - Zhengzhou is emerging as a critical hub for the new energy vehicle industry, with a projected output of 87 billion yuan in 2024, representing a 169.8% year-on-year growth [16]. - The region's ecosystem includes a comprehensive supply chain from components to vehicle production and recycling, making it an ideal location for the "Carbon Index Plan" [16][20]. Group 5: Future Directions - The "Carbon Index Plan" aims to connect various stakeholders, including government, enterprises, and financial institutions, to facilitate the transition from innovative ideas to practical applications [20][21]. - Future initiatives will explore flexible energy storage and distributed energy supply, focusing on how carbon neutrality can be integrated into emerging industries [20][21].

Core Insights - The "Carbon Index Plan" marks a shift from evaluating projects based on technical highlights to assessing their structural integration within the industry [3][6] - The event in Zhengzhou emphasizes the importance of real-world applications and collaboration among industry players to achieve carbon neutrality goals [4][11] Group 1: Industry Context - The "Carbon Index Plan" is designed to address the pressing need for structural capabilities and collaborative efforts in the face of the 2025 mid-term assessment for China's carbon neutrality goals [4][6] - Zhengzhou is identified as a critical hub for the new energy vehicle industry, with a projected output value of 87 billion yuan in 2024, reflecting a 169.8% year-on-year growth [8][9] Group 2: Industry Collaboration - The event highlighted the necessity for upstream and downstream companies to work together in creating a closed-loop system for green verification, emphasizing that carbon neutrality must be integrated into core business operations [7][10] - Companies like BYD and others are transitioning their strategies from viewing green initiatives as compliance obligations to seeing them as opportunities for efficiency and growth [6][7] Group 3: Future Directions - The "Carbon Index Plan" aims to provide comprehensive support for quality projects, facilitating their transition from financing to industrial implementation [11][12] - Future stages of the plan will explore flexible energy storage and distributed energy supply, indicating a broader vision for sustainable energy solutions [12]