On May 19th, the Ecological Environment Department organized and released “Carbon Equity Registration Management” based on its “carbon emission transaction management method (trial)” (trial) “(trial)” (hereinafter referred to as “) published on January 5 (hereinafter referred to as” Measures “). Rules (Trial) “” Carbon Equity Transaction Management Rules (Trial) “and” Carbon Equity Settlement Management Rules (Trial) “.
The Ecological Environment Department responds to Li Gao, Director of Climate Change, said the issuance of the “Measures” means that the first performance cycle of the national carbon market is officially launched, my country’s carbon Market construction is piloting first, transitions to establish a national unified market. With the formal release of relevant rules, the national carbon trading market is online in the secondary market and the carbon in the secondary market, and the market has emerged since May.
A national, encompassed the effective operation of the carbon market of all greenhouse gas emissions, will be crucial to China’s “2030 carbon Damu” and “2060 carbon neutronia” vision effect. However, the industry insiders noted that the first carbon emission quota distribution plan and the first batch of 2225 companies were the first batch of 2225 companies in the list of the first batch of 2225 companies in the “Carbon Equity Transaction Management Measures (Trial)”. However, there is no company in the auto industry in an important part of energy saving and emission reduction.
This is not forbidden: How big is the carbon emissions management system and the automotive industry? It is also related to the new energy car “Dual Integral” policy before that previously implemented? How should the automotive industry respond?
Which automotive industry should not be included in carbon discharge rights?
Cui Dongshu, secretary-General Cui Dongshu, Secretary-General, Secretary-General of the National Passenger Car Information, said: “Carbon emissions is the discharge rights of six greenhouse gases such as carbon dioxide, and carbon emissions rights are also emissions carbon dioxide. The right, its trading market is based on the carbon dioxide emissions produced in production and operation. However, compared to high emissions industries such as steel and petrochemical, the emission reduction of automobile manufacturing industry is small, and the total amount is small. The impact of emissions is also small, so it is certainly not included in the core leadership industry of carbon emission reduction in the manufacturing industry. “
Although the automotive industry has not been directly included in the carbon transaction, it is a long and range as the industry chain SurveyThe construction of the industry, carbon trading is closely related to the automotive industry. He Peng, the head of the Chinese District, the person in charge of the Chinese District, China, said that the production of carbon emissions in the automotive industry is divided into four parts: one is the production and processing of raw materials upstream of the industrial chain; the second is the manufacture of parts, The assembly and flow of the car; the third is that the user will produce a certain greenhouse gas during driving and using the vehicle; four is the dismantling and recycling of the end of the vehicle life.
He Peng said, “According to China’s current power structure, 60% left and right power is produced by fossil fuels, this is bound to produce certain carbon dioxide emissions and greenhouse gas emissions. “From this point of view, drive the carbon in the automotive industry and think from the perspective of full life cycle. “The role of the whole vehicle is essential, they are both manufacturing enterprises, contacting parts enterprises in the upstream, but also the C-terminal market. Based on such role settings, the carbon reduction responsibility for automotive enterprises should be very significant. “
The results of the study of the Chinese Academy of Engineering Sun Fengchun show that according to the 20% measurement of the penetration rate of the pure electric vehicle in 2030, the row can be reduced by about 30.4 million tons of carbon dioxide equivalent, and if it can further improve the scale of cleaning power, In addition, the actual emission reduction potential of electric vehicles will be greatly increased in the implementation of the battery ladder. 
New energy vehicle has an industrial-level investment opportunity
In Sun Fengchun, the road transportation industry has not included in the carbon trading market. The main points have four points: “First of all, There is no equity, fair, open price system; secondly, the carbon trading market lacks detailed rules and regulations and legal supervision; third, carbon trading market has a large volatility, but also in the primary stage; fourth, road traffic industry carbon trading system No establishment, mainly top-level design, quota allocation, technical support, energy consumption statistics, and work coordination, etc. have not yet been established. “
However, in the blowout of carbon emissions management, ecology Officials of the Ministry of Environment clearly stated that the method of carbon emissions trading management will gradually expand the coverage of the carbon market, enrich the transaction variety and trading methods on the basis of stable operation of the carbon market in power generation industry.
Oriental securities pointed out that combined with carbon peaks, carbon parts and current actual policies and industrial progress, the following industrial links will be particularly benefited: First, the energy supply side, mainly involving carbon emissions monitoring, CCUS, carbon trading, clean energy Waiting; Second, energy transmission storage, mainly involving special high pressure, electricity network, energy network, intelligence energy service, distributed power supply and microgrid, electrochemical energy storage, pumping energy storage and hydrogen energy, etc., the third is energy demand On the side of the consumption, mainly involving the reduction in industrial energy, the construction process assembly, and new energy replacement in the field of delivery.
Among them, Yao Zhipeng, the investment director of the Castrol Fund, specially optimistic about the new energy car. “The technology sustained in the new energy vehicle industry chain is new, the future new energy automotive industry’s large probability is, downstream abnormalities The fire will drive the entire mid-range supply and demand pattern significantly improved, and the overall upstream of the industry will be relatively stronger in the next period of time. Under the medium and long-term field of view, new energy vehicles will have a ‘industrial level’ investment Opportunity. “At the same time, he emphasizes,” The emerging industry here is not only in the energy side to increase the use of new energy, but also the corresponding efficiency promotion and technology upgrade. “
Lu Vount survey data shows that The carbon trading volume of the EU carbon trading system reached around 169 billion euros, accounting for 87% of the global carbon market share. In the carbon trading system, FCA has played the sales of pure electric brand Tesla in Europe into the FCA in order to balance their own car carbon dioxide emissions. In the sequence of Europe, the FCA and Tesla model are calculated together. carbon emission. In this process, Tesla has earned nearly 1.2 billion US dollars in 2020. Similarly, the Volkswagen Group integrates Echi, London Electric Vehicle (Levc) and NEXT E.GO Mobile, etc. into its own discharge pool. Therefore, in the carbon discharge right system, domestic new energy car brands, including new forces, have taken a chance.
Suggested carbon emissions replace “Dual Integral”
After the new energy car subsidies are gradually sliding, the relevant management departments have launched “double” in time. The Points policy is to continue to support and help new energy vehicles’ next development.
Cui Dongshu analysis said that “Dual Integral” management focused vehicle certification process, fuel consumption is divided into the difference and output product of the actual value and the standard value of the enterprise, and the new energy points come from the new energy model of production or import. In short, the goal of the dual-point policy is to focus on the use of the link, and promote the size of the new energy vehicle, the synchronous promotion of the average fuel consumption of passenger cars; the carbon trading mechanism is the focus of automotive production, the main purpose is to promote the overall carbon emissions of the industry. Improve industrial structure upgrade. Therefore, he believes that “double points” policy and carbon emissions trading mechanism actually belong to “two unhealthy fields”, and the controlled control of full life cycle is currently not able to bear, so the latter is completely replaced by the current I am not very realistic.
Despite this, many experts in the industry still propose an initiative to the full implementation of carbon emissions. Sun Fengchun is clear, and the dual-point policy has been achieved for a few years. At present, although there is a very positive effect, the effect and stability are not too enough.
Therefore, Sun Fengchun suggested that the transition of new energy vehicles from product subsidies to new energy automotive carbon trading and carbon rewards is the necessary policy of supporting and promoting new energy vehicles national strategy emerging industrial health and rapid development. “Carbon trading may be a replacement of new energy car product subsidies, in line with the principle of WTO, but also a very effective measure in line with international practices.” Sun Fengchun pointed out that a carbon trading system in accordance with my country’s road transportation industry development is our government. The urgent needs of sustainable development in the automotive industry.
As early as 2019, the Vice Chairman of the National Committee of the Chinese People’s Political Consultative Conference has publicly recommended that the oil consumption standard, dual integration and other industrial policies shall be strictly implemented, and the dual integration is transformed into a carbon trading mechanism. .
“New carbon emissions policy will also become the third chain of new energy vehicle development policy chains, which is a more market management policy.” China Electric Motors Vice Director Zhang Yongwei, Chang and Secretary, said, “Calculate the amount of car carbon emissions, will have strong incentives for low-carbon, zero-emissions. The most important role of this policy is to allow cross-industry carbon transactions, which means that will Realize other high-carbon industries other than fuel trucks for automobile zero emissions and low-carbon emissions payments. “
He Peng suggested, for upstream supplyCommercial and vehicle enterprises can add more carbon emissions indicators to promote more reduction in the manufacturing process. In terms of research and development, the vehicle enterprises can consider more modular design, provide the vehicle’s subsequent dismantling and recycling. Convenience, it can also reduce the cost of dismantling and carbon emissions from the process; in production and assembly links, vehicle companies can consider using a more green and environmentally friendly renewable material to reduce VOC (volatile organic compound) , The emissions of the greenhouse system, etc.