在全球碳中和浪潮下，气候议题成为国际竞争与合作的核心内容。2026年1月1日，欧盟碳边境调节机制 （CBAM）正式实施，这让全球气候治理格局愈发复杂。 面对以CBAM为代表的"碳壁垒"，李菁认为，中国需要采取内外兼修的系统性策略。对内要筑牢两大基 础：一是加快全国碳市场建设，核心是尽快完善钢铁、铝冶炼、水泥等受影响行业纳入碳市场规则，并 探索碳价衔接机制，避免企业双重付费；二是建立获得国际认可的、透明可靠的碳核算体系与产品碳足 迹数据库。 对外需主动博弈与沟通，坚持"共同但有区别的责任"原则，为产业转型争取合理过渡期。 在业界看来，此次挑战也是转化为产业深度脱碳的一个重要契机，"碳壁垒"本质上是绿色竞争力的比 拼，唯有推动产业深度脱碳，才能从根本上掌握主动权。"中国需要大力推动重点行业通过能源替代和 工艺革新降低碳排放强度，努力打造绿色供应链新优势。"李菁说。 安永大中华区ESG可持续发展主管合伙人李菁在接受《中国经营报》记者采访时说，在碳中和议题上， 国际竞争与合作复杂交织，我国参与全球气候治理应对"碳壁垒"的关键在于，以国内绿色低碳系统性转 型的确定性应对国际规则的不确定性，并将外部压力转化为高质量发展动 ...

Group 1: Core Insights - Hebei Steel Group has signed a large-scale hydrogen metallurgy green steel export order to the EU, setting a record for China's single export of green steel, achieving a 50% carbon reduction per ton of steel [1][2] - The steel industry is under increasing pressure to transition to greener practices, with the national carbon market expanding to include the steel sector, accelerating the industry's low-carbon transformation [1][3] Group 2: Industry Developments - China's steel industry is experiencing rapid green transformation, with companies like Jiuquan Steel Group and Baosteel launching significant projects aimed at increasing renewable energy usage and reducing carbon emissions [2][3] - By the end of this year, it is expected that 80% of steel production capacity will undergo ultra-low emission transformation, with over 300 billion yuan invested in such upgrades [3][4] Group 3: Market Dynamics - The inventory of key steel enterprises has decreased, indicating a shift in market dynamics as companies adjust strategies to focus on high-quality, green steel production [4][5] - The competitiveness of green steel products is increasing, with the successful export of hydrogen metallurgy green steel validating the potential for large-scale application of green steel production technologies [4][7] Group 4: Challenges and Opportunities - The green steel technology is still in the industrialization phase, facing challenges such as high production costs and the need for infrastructure adaptation [5][6] - The next five to ten years are critical for the transformation of China's green steel industry, with significant breakthroughs expected in hydrogen metallurgy and the establishment of a comprehensive green steel standard system [7][8]