To deal with global climate change, which industries of the "carbon neutral" field are expected?

In the "carbon neutral" field, which industries are worthy of attention?

At the 2022 China International Services Trade Fair (hereinafter referred to as: 2022 service trade) held in Beijing a few days ago, the application of green low -carbon technology can be seen everywhere, and the "double carbon" heat continues to rise; In the field of "carbon neutral", which industries are expected to usher in new opportunities, it has also become a focus topic.

At the Global Green Development and Carbon neutralization meeting held on September 4th, the parties participating in the "dual carbon" strategy re -shaped the new economic pattern under the "double carbon" strategy.

It is understood that this conference is also one of the important activities of the 2022 service meeting to highlight the theme of "green" and "double carbon". Focus issues such as the 'carbon' scheme ", build a" carbon "economic full -factor cooperation platform, promote the economic growth of the" dual carbon "new business and new markets, and rejuvenate the new economic momentum after the epidemic.

The chairman of the conference, the former deputy secretary -general of the United Nations, and the Honorary Association of the International Green Economic Association Changsha Zukang said that the theme of the conference chose "green development and carbon peak carbon and carbon" as the theme. ,Significant.

We sorted out the thoughts of some participating guests on the future and opportunities of the "carbon" as a reference:

China Climate Change Affairs Special Envoy Jie Zhenhua: Green and low -carbon transformation brings huge opportunities

Jie Zhenhua, a special envoy of China's climate change, said in a video speech that despite the current impact of geopolitics and epidemic, the general trend of global green low -carbon transformation is irreversible.

First, the transformation of green low -carbon is the only choice for the green recovery after the global epidemic. It is the general trend to reshape the international industry and economic pattern.

The Paris Agreement has identified the general trend of global green low -carbon transformation irreversible. Although some countries have swayed, the pace of accelerated transformation and innovation will not stagnate; global energy structure, industrial structure, and trade structure will undergo profound changes. Cooperation, long -term and short, and work together to promote high -quality investment after the epidemic.

Second, China always adheres to the active response to climate change, transforms climate change goals and tasks into endogenous motivation to promote economic green low -carbon transfer and high -quality development. Urban and rural construction, transportation, agricultural and rural, green consumption, dirt -cut carbon reduction and other fields and steel, non -ferrous metals, petrochemicals, building materials, oil and gas, hydrogen energy, new infrastructure and other key industries.

In addition, local governments have also formulated regional carbon peak carbon neutrality and action plans. Through the planning and strong policy and measures of a nationwide chess chess, China's industrial structure, energy structure, production mode, and lifestyle are steadily steadily. Towards the development of green and low -carbon development.

Xie Zhenhua also mentioned that green low -carbon transformation and innovation has spawned various new formats and new technologies, and ushered in huge development opportunities; in the process of promoting production methods, lifestyle, and consumption models to accelerate the transformation, it will create a huge green market, thereby Release the new momentum of economic growth, bringing new investment opportunities and broad markets to China.

Wang Jinnan, academician of the Chinese Academy of Engineering: investment in power, hydrogen energy and CCUS technology is expected to grow

Regarding the investment opportunities brought by "carbon neutrality", Wang Jinnan, an academician of the Chinese Academy of Engineering and Dean of the Environmental Planning Institute of the Ministry of Ecology and Environment, believes that climate change governance will trigger a wide and profound economic and social system change and promote the green low -carbon industry And rapid investment.

Judging from the predictions of various research institutions, the investment of global climate change from 2020 to 2050 is expected to exceed US $ 13.0 trillion; from the perspective of China, it is expected 100 million yuan.

Among them, electrification and smart grids, photovoltaic and wind power generation, hydrogen energy, and CCUS technology will become the field of priority development of carbon neutrality in the world and China. "Whether at the global level and the level of our country, its investment accounts for more than 70%of the total investment in climate change." Wang Jinnan said.

From the perspective of specific areas:

The first is the power industry. As of 2060, China's power demand will exceed 13 trillion kilowatts, an increase of 130%over 2020, of which the power generation of renewable energy will increase by about 6 times. The two installed capacity of photovoltaic power generation follow-up, according to the goal of achieving carbon neutrality, at least 2060 increased by more than 10 times, reaching a scale of 7-8 billion kilowatts.

The second is the hydrogen energy industry. According to predictions, China's hydrogen demand in 2030 reached about 35 million tons, and in 2050 reached about 60 million tons, accounting for 10-12%of the entire energy system. In the future, China is expected to become the main exporter of global hydrogen energy and its derivatives. Wang Jinnan introduced that wind -energy power generation and photovoltaic power generation have already done this, and the next step may be the field of hydrogen energy industry.

The third is CCUS technology (carbon capture and storage technology). According to predictions, the demand for CCUS emission reduction under carbon neutrality is increasing, and it is estimated that in 2030 is estimated to be about 20 million tons to 400 million tons. It was 6-15 billion tons in 2050, and by 2060, it was about 10-18 billion tons, and the market prospects were broad.

Huang Wei, CEO of Trusted Group: Green Consumption National Carbon reduction, second -hand cycle flowing is very promising

As a representative of the "Carbon Neutral Low -Carbon Life Leader" selected by the conference, Huang Wei, CEO of the Group, shared his thoughts on how ordinary people participated in carbon reduction under the "carbon neutral" strategy. And factors such as changes in the consumption concept of young groups at the moment, he believes that there are three very important prospects in the field of "carbon neutrality" in the future: the first two are similar to Academician Wang Jinnan, that is, the first one is clean energy; the second one; the second one; the second one; the second one; the second one; the second one; the second one; the second one; It is CCUS technology; the third is a field that is easily overlooked, which is green consumption.

"Previously, there would be some people who ignored the problems brought by carbon emissions. In fact, the direct impact of climate change has brought on our lives since this summer. The strategy and path of the goal are actually very clear, and at the same time, it is closely related to each individual and needs to be dealt with together.

Among the 51 billion tons of carbon emissions around the world, production and manufacturing accounted for 31%. This link is placed in production and consumption statistics, which means that everyone's daily consumption also has a pivotal role in carbon emissions. "As an ordinary people, what can we do for achieving the" double carbon 'goal? "Huang Wei said that what can be involved in the tentacles and everyone can participate is green consumption and avoid waste.

For example, in the second -hand circular industry in the turn, if you can continue to use the value through the circulation of idle items, you don't need to consume new earth resources. According to the "China Leisure Second -hand Trading Carbon Reduction Report" issued by the Institute of Energy and Environmental Economics of Tsinghua University, a unit carbon reduction displacement can reach 25 kg of carbon reduction displacement. This means that if more and more people are idle, they can make their own contributions to carbon emission reduction.

In Huang Wei's opinion, the development of a circular economy is an important strategy to achieve the goal of "double carbon". The green consumption represented by second -hand circulation is also a very important part of the development of the circular economy. Broad market prospects.

The above -mentioned "China Leisure Second -hand Trading Carbon Downsay Report" pointed out that the scale of China's second -hand idle items has rapidly increased from approximately 300 billion yuan in 2015 to a market size of Back trillion in 2020. The scope of idle goods transactions covers almost all consumer goods Category, it is expected that China's second -hand idle items in 2025 will reach a market size of nearly 3 trillion.

"We always believe that the circular flow industry is promising."

Huang Wei said that in addition to clean energy and CCUS technology, green consumption plays a very important role in carbon emission reduction, and market prospects are also worthy of attention. Turn will always strive to build a new experience in the industry: providing consumers with more reliable and more worry -free services, so that everyone can form a low -carbon environmental protection awareness by buying and selling green consumer lifestyles. Qi everyone's consensus on carbon issues.

Guest summary

The former Deputy Secretary -General of the United Nations and the Honorary Association of the International Green Economic Association Changsha Zukang:

The natural disasters caused by climate change in the world have shocked and soberly, and international cooperation is not as urgent to deal with climate change. In the long run, the global trend of green and low -carbon transformation is ultimately irreversible, and the pace of accelerated transformation and innovation will not stop; and the achievement of the "dual carbon" goal is the only choice for the world economy's higher quality and sustainable development.

Deng Jihai, Executive Chairman of the International Green Economic Association:

The "dual carbon" goal is triggered the reconstruction of the traditional economic model and industrial structure. Various new formats and new economic models of dual carbon services will become an important engine to promote economic recovery and high -quality development.

This article only represents the author's point of view, and does not represent the position of this magazine.

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