Carbon transparency mechanism

For low-carbon development has become the consensus of the whole society, and the establishment of a carbon transparency mechanism is a prerequisite for comprehensive and systematic carbon reduction. In the long run, the real formation of carbon transparency mechanism depends on the accumulation and agglomeration of low-carbon policies, supporting technologies and industrial resources to a certain extent.

In 2022, digital solution providers, professional consulting and standard setting institutions may show more cross-border cooperation, and more diverse and more systematic digital carbon transparency tools may gradually emerge, and further attract the attention and enthusiasm of the capital market.

one

Green power supply capacity has become a new national competitiveness

As one of the main sources of carbon emissions, the power sector has always been the key area of carbon reduction in all countries around the world; The optimization of energy consumption structure has also become a key measure for enterprises to achieve carbon reduction. The use of green power for production meets the expectations of regulators and customers, helps to establish a high-quality corporate image and realize product premium.

Therefore, in addition to the scientific and technological level, supply chain, labor and other factors, the large-scale and stable green power supply capacity has become a new national competitiveness, and will also be an important support for a country to cultivate and attract the continuous inflow of industrial and commercial resources. In the long run, China will continue to increase the installed capacity of renewable power, and gradually realize the "source network load storage" industrial chain and market mechanism dominated by scenery.

Policy support and downstream demand will still be the main driving force to promote green power installation and consumption; At the same time, the demand for ensuring stable economic development and stable power supply will continue to play a repeated game with the improvement of green power supply capacity, and China's green power competitiveness will be continuously optimized in twists and turns.

two

ESG investment continues to be hot, promoting enterprise quality improvement and upgrading

ESG investment enthusiasm of international institutions has spread to China, and the sustainability of bidding has become an important reference standard to measure the value of assets. Leading practice shows that ESG investment runs through pre investment and post investment. Benchmark investment institutions continue to track the sustainability performance of the invested enterprise and its supply chain, and constantly put forward optimization and development requirements, so as to objectively promote the improvement and upgrading of the enterprise and its supply chain.

More leading enterprises such as the Chinese branches of multinational groups and the local top 500 will join the ranks of ESG improvement and take the lead in optimizing a series of ESG issues such as carbon emission, green power procurement, employee diversity and corporate governance.

three

Circular economy is ready to go

Driven by national policies, market demand, technological progress and other factors, China's circular economy industry continues to develop steadily. At present, it is on the eve of entering the next growth stage.

In 2022, the automobile industry is about to enter a new round of scrapping cycle. Renewable metals and other resources based on automobile disassembly will be released. The disposal of automobile stock will become a key engine driving the rapid development of circular economy. In the medium term, as a clear high potential track, the power battery consumption scale of electric vehicles will rise steadily, and its circular economy development potential and mode of cascade utilization, disassembly, recycling and regeneration will become the focus of continuous attention.

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