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从千万元到千亿元:零碳工厂投资背后的成本逻辑与产业阵痛|ESG新引擎
Hua Xia Shi Bao· 2025-06-12 22:48
Core Viewpoint - The concept of "zero-carbon parks" has gained momentum since its introduction at the Central Economic Work Conference at the end of 2024, leading to various regions in China, such as Guangxi, Yunnan, and Fujian, incorporating zero-carbon park construction into their government work reports [4] Group 1: Zero-Carbon Park and Factory Development - Multiple regions are initiating the construction of zero-carbon parks, with Wuxi launching a three-year action plan for zero-carbon park development [2] - The construction of zero-carbon factories is seen as essential for industrial green transformation and a new engine for high-quality development [2][3] - As of the end of 2024, China has established 6,429 national-level green factories and 491 green industrial parks, promoting over 16,000 provincial and municipal green factories [3] Group 2: Cost and Technical Challenges - The cost of zero-carbon factories is influenced by various factors, including initial investment in renewable energy facilities and new technologies like carbon capture and storage (CCS) [5] - Investment in small to medium-sized zero-carbon factories can range from tens of millions to billions, while large-scale zero-carbon industrial parks can reach hundreds of billions or even trillions [5] - There are significant barriers between zero-carbon technology suppliers and factory owners, leading to low efficiency in technology matching and difficulties in commercial cooperation [5] Group 3: Standardization and Policy Support - The lack of unified industry standards poses a challenge for the widespread adoption of zero-carbon initiatives, resulting in inefficient procurement and integration processes [6] - Companies often lack systematic zero-carbon construction plans, leading to a "trial and error" cycle that increases costs and resource consumption [6] - There is a need for authoritative technical guidance and clearer policy understanding to facilitate the transition to zero-carbon factories [7] Group 4: Collaborative Efforts and Future Initiatives - The FCE2025 China Factory Exhibition, scheduled for September 15-17, 2025, aims to promote green manufacturing and industrial low-carbon upgrades through various activities [7] - The construction of green and zero-carbon factories should involve collaboration across the entire industry chain, emphasizing the importance of a platform for technical exchange and cooperation [7]