Securities Times Two Sessions Reporting Group

  Strive to achieve carbon peak by 2030 and carbon neutrality by 2060 is a major strategic decision made by the Party Central Committee and the State Council after reviewing the situation and considering the national conditions.

Over the past year, the CPC Central Committee and the State Council have issued opinions on "dual carbon" work and an action plan for carbon peaking.

The national carbon emission trading market was officially launched, and more than 2,000 key emission units were included.

The installed capacity of renewable energy power generation exceeded 1 billion kilowatts, and the supply strength continued to increase.

  This year's National Two Sessions, how to promote the smooth implementation of the dual-carbon goal is still a hot topic of discussion among the delegates.

Several representatives suggested that the national carbon emission trading market should continue to issue top-level documents as soon as possible to do a good job in carbon quota allocation and provide legal support for the construction of the carbon market system; the renewable energy industry should introduce more fiscal, taxation and financial support policies to stimulate Market vitality; while continuing to do a good job in carbon emission reduction in key industries, we should also pay attention to energy conservation and carbon reduction in emerging fields such as new energy vehicles.

  Top-level document is urgently needed for carbon allowance allocation

  In the past year, the national carbon emissions trading market officially launched trading.

According to the introduction by Sun Shouliang, Director of the Comprehensive Department of the Ministry of Ecology and Environment, at the regular press conference of the Ministry of Ecology and Environment in February, the first contract performance cycle of the national carbon emission trading market has been successfully concluded. The cumulative turnover of quota was 179 million tons, and the cumulative turnover was 7.661 billion yuan.

The pilot work on the paid use and trading of emission rights is also continuing to advance.

  However, when talking about the operation of the carbon trading market, many representatives pointed out that the construction of the national carbon trading market is still in the early stage, and some development problems have yet to be solved.

Li Yonglin, member of the National Committee of the Chinese People's Political Consultative Conference and deputy general manager of Sinopec, pointed out that the current carbon trading system is not sound enough, the allocation of quotas is not scientific and reasonable, and the management level is not complete enough.

  In this regard, Li Yonglin suggested that it is necessary to speed up the construction of the national carbon market system, scientifically formulate a carbon quota allocation mechanism, improve the management level of the carbon market, and effectively promote carbon emission reduction.

In terms of system construction, the "National Carbon Emissions Trading Management Regulations" should be issued as soon as possible to provide legal support for the construction of the carbon market system.

In terms of formulating the carbon allowance allocation mechanism, the allowance allocation method should be unified to reflect the advanced nature of carbon emissions and emission reduction of enterprises, and the carbon price should be effectively adjusted by optimizing the total amount of allowances.

  According to Lv Hongbing, a member of the National Committee of the Chinese People's Political Consultative Conference and vice-chairman of the All-China Lawyers Association, using the market transaction mechanism and building a supporting legal system is a major institutional measure to promote the realization of the dual-carbon goal.

my country should further improve the framework of the carbon emissions trading system, accelerate the construction of the legal system for carbon emissions trading, and formulate a carbon emissions trading law in a timely manner.

  Regarding the carbon quota allocation mechanism, Liu Yi, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of Aikelan, also believes that the most urgent task is to speed up legislation to clarify the boundaries of administrative management and market operations in the process of quota allocation, trading, performance and settlement, and increase corporate defaults. The cost of default is linked to the amount of non-performing quotas and the market price of quotas.

  Liu Yi also suggested that under the top-level design of legislation, the coverage of carbon emission quotas should be expanded, and carbon emission quotas for power, steel, non-ferrous metals, building materials, chemicals, papermaking and other industries should be included in the national carbon emission trading system. Do a good job in the homogenization of carbon emission rights quotas in various industries.

  Encourage and stimulate investment in green energy sector

  "Under the current situation, the use of market means to regulate and encourage ecological and environmental protection will play an increasingly important role." When talking about the follow-up work, Sun Shouliang said that the Ministry of Ecology and Environment will continue to improve green fiscal and taxation and green financial policies, and actively carry out climate Investment and financing pilot work.

  The package of new combined tax rebate and tax reduction policies specified in this year's government work report has effectively boosted the confidence of market players.

According to WISCO, a member of the National Committee of the Chinese People's Political Consultative Conference and chairman of Xinjiang Goldwind Technology Co., Ltd., tax support policies can also make a difference in encouraging and stimulating investment in the green energy sector.

WISCO suggested that it can take the lead in piloting the input VAT deduction policy for loan interest in the renewable energy industry, pilot the comprehensive refund policy of VAT for wind power generation enterprises, and restore the policy of refunding 50% of the VAT for photovoltaic power generation. The pre-collection of farmland tax temporarily occupied by photovoltaic power generation enterprises is changed to actual collection after completion.

  At the same time, in order to build a power grid and energy storage system suitable for the green energy system as soon as possible, WISCO proposed to introduce income tax and tariff policies to encourage the development of the energy storage industry and power dispatching industry.

The Ministry of Finance can implement tax incentives such as "three exemptions and three halvings" for energy storage equipment manufacturing, parts production, and energy storage project construction and operation; imported energy storage equipment and raw materials are exempt from import tariffs.

  In addition to tax and fee support policies, Li Yonglin also suggested that policies related to climate change can be accelerated from the aspects of industry, industry, technology, finance, finance, trade, taxation, etc. Peak, carbon neutral adjustment and transfer, and accelerate the process of my country's green and low-carbon transformation.

After the national carbon market is mature and perfect, it is possible to explore and study the introduction of financial derivatives such as carbon futures, options, and forward products into the carbon market.

  While suggesting the introduction of tax incentive policies, some representatives also called for the improvement of my country's carbon tax policies and regulations.

Jiang Ying, member of the National Committee of the Chinese People's Political Consultative Conference and Deputy CEO of Deloitte China, believes that improving the carbon tax policy and regulation system is an indispensable part of achieving the "dual carbon" goal.

At present, ecological priority, green, low-carbon and high-quality development has been deeply rooted in my country, and the time to levy carbon tax is gradually ripe.

She suggested that we should learn from the experience and practice of international carbon tax, solve technical problems in combination with my country's actual situation, use carbon tax as a policy tool to implement the goal of promoting the "dual carbon", speed up the research and legislative process, and improve my country's "dual carbon" policy and regulation system.

  Nan Cunhui, member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference and chairman of Chint Group, also suggested that qualified regions or key industries should be encouraged to carry out pilot demonstrations of carbon peaking and carbon neutrality, and implement zero-carbon energy, transportation electrification, and residential electrification.

Through pilot demonstrations, test the completeness of current industrial policies, test the pressure on people's livelihood expenditures and financial subsidies, establish a carbon neutral index system, and verify the economic feasibility of technologies and equipment.

  Promoting energy conservation and carbon reduction in the new energy vehicle industry

  Promoting energy conservation, carbon reduction and green transformation through energy efficiency constraints, and resolutely curbing the blind development of "two high" projects will not only help companies reduce carbon from the source, but also provide a strong guarantee for the carbon peak and carbon neutrality goal to be achieved as scheduled.

With the rapid popularization of new energy vehicles in my country, the issue of energy saving and carbon reduction in the new energy vehicle industry has also attracted the attention of delegates.

  Yin Tongyue, deputy to the National People's Congress and chairman of Chery Automobile, pointed out that the country has included power generation, petrochemical, steel, non-ferrous metals and other industries as key targets for carbon emission management, and through the market-oriented means of national carbon trading arrangements, enterprises can fulfill their carbon emission obligations, but automobiles The industry also lacks an overall plan for carbon emission management.

He suggested accelerating the incorporation of new energy vehicles into carbon trading management.

Relevant departments can focus on the research on the carbon emission reduction effect of new energy vehicles in the use stage, and use it as a starting point to encourage traditional car factories to transform the production of new energy vehicles, so as to further expand the scale of the new energy vehicle market.

  Chen Hong, deputy to the National People's Congress, secretary of the party committee and chairman of SAIC Motor, also pointed out that at present, my country still lacks a special plan for the implementation of the "dual-carbon" goal of the automobile industry. The industrial implementation roadmap for carbon peaking and carbon neutrality defines the positioning, responsibilities and goals of carbon emission reduction in the automobile industry; further improves the policies that are conducive to the management and control of automobile carbon emissions, and forms a low-carbon policy toolbox for the automobile industry.

  Regarding the low-carbon development of new energy vehicles, Lei Jun, deputy to the National People's Congress and chairman of Xiaomi Group, said that a complete, clear and accurate carbon footprint accounting system is the premise and foundation for the low-carbon development of the new energy vehicle industry.

At present, a systematic carbon footprint policy management system has not yet been formed in the field of new energy vehicles. It is suggested that relevant departments should start from the top-level design and formulate a medium and long-term development plan for carbon emission reduction in the new energy vehicle industry chain; formulate carbon footprint management measures for the entire industry chain from raw materials to scrap recycling. , clarify the main responsibility of enterprises, and guide the implementation of carbon emission reduction in the industrial chain.

  Chen Hong suggested that the support for the user end of new energy vehicles should be further increased, such as continuous improvement of the construction of supporting facilities such as charging piles, provision of discounts on charging electricity fees, etc., to further form an atmosphere that encourages the consumption of low-carbon products.

  Liu Hanyuan, deputy to the National People's Congress and chairman of the board of directors of Tongwei Group, also pointed out that there is a lot of idle time for family cars, and the battery life of electric vehicles is long, and there will be a lot of redundancy.

It can effectively utilize idle resources and connect it to the system as a distributed energy storage unit. Except for the running time, it is online most of the time and becomes a part of grid energy storage, microgrid energy storage, residential energy storage, and household energy storage.