last year, the Ministry of Industry and Information Technology and other four departments jointly issued the "Implementation Plan of Carbon Peak in Building Materials Industry", which clearly stated that it was necessary to "strengthen the total control of carbon dioxide emissions in building materials industry, and study the incorporation of key industries such as cement into the national carbon emissions trading market". In April
this year, the Department of Regulations and Standards of the Ministry of Ecology and Environment said that it was currently studying expanding the coverage of the carbon market in the industry, and that cement , building materials and civil aviation might be included in the carbon market for trading in the future .
In May, the "Seminar on Issues Related to the Study of Quota Allocation Scheme for Carbon Market Construction in Cement Industry" was held.
In addition, the national carbon emission registration and settlement system has the conditions to undertake the multi-industry inclusion of the national carbon market.
It can be seen that the cement industry is gradually incorporated into the national carbon trading market, so how should the industry prepare?
The first is to reserve relevant professionals. The inclusion of carbon trading in the
cement industry will undoubtedly affect the production and operation costs of enterprises. Cement enterprises should pay more attention to it, actively learn and familiarize themselves with the policy and operation mechanism of carbon trading, and reserve relevant professionals.
On the one hand, it is necessary to track domestic policies and regulations, and on the other hand, it is also necessary to establish its own workflow, management and assessment mechanism, including verification, performance and even mastery of the use of future carbon financial instruments and the development of carbon assets.
From the situation after the end of the first performance period of the national carbon market, according to the investigation of China Carbon Emission Registration and Settlement Company. More than 80% of the key emission units have set up full-time carbon market management or organization personnel, responsible for carbon asset management, system operation and other matters. Some enterprises have already done such work as daily supervision and statistics.
Second, do a good job of carbon asset inventory in advance.
It is suggested that enterprises carry out carbon asset inventory in advance. At present, the industry has made a lot of efforts in carbon emission reduction, but there is a lack of systematic verification of its own carbon background. At present, some large cement enterprises have begun to strengthen the work in this area.
For example, Conch Cement established China Carbon Corporation in 2021, which will assist Conch's emission control enterprises to complete the performance. Last year, China Carbon Corporation's dual-carbon interconnection platform system was officially launched, which covers carbon asset accounting, carbon asset management and other functions.
New Tianshan Cement has signed cooperation with relevant institutions in the construction of digital platform for cement carbon management, carbon emission data collection, monitoring, accounting and verification.
So for some large enterprises, they have the ability to integrate carbon asset management into the digital platform, while for small and medium-sized enterprises, they can also actively cooperate with third parties to carry out internal carbon emission inventory.
Third, establish low-carbon management awareness and carbon reduction plan. Compared
with foreign enterprises, domestic cement enterprises are relatively lack of awareness of low-carbon management, and most enterprises do not have a clear carbon reduction plan. Although the cement industry is currently considered to be a difficult industry to reduce emissions, the international cement giants are very specific in their actions and very quantitative in their goals.
According to our data tracking, the annual carbon emission reduction of foreign enterprises with cement production capacity of more than 40 million tons is more than 2%, and most of them have set the goal of achieving net zero emissions by 2050. Although some
domestic enterprises have set targets, the annual emission reduction rate is relatively low, below 2% or even 1.5%. In addition, most enterprises only put forward the willingness and measures of action, but there are no specific targets and plans.
It is believed that with the incorporation of the cement industry into the national carbon trading market in the later period, the awareness of low-carbon management in the cement industry will be enhanced, and more attention will be paid to the carbon assets of enterprises. On July 6-7,
2023, China Cement Network will hold the "2023 China Cement Energy Conservation and New Energy Development Conference" in Chongqing. China Building Materials, Conch Group, Jinyu Jidong, Red Lion Group, Huaxin Cement, Huarun Cement, Taiwan Cement, Shanshui Group, Tianrui Cement , Asia Cement and other leading enterprises will gather in Chongqing. At that time, Dr. Cui Cheng, a researcher of the Macroeconomic Research Institute of the National Development and Reform Commission, will give a brilliant speech on double carbon at the meeting, and discuss new ways of energy saving and carbon reduction in the cement industry with industry technical specialist and professors of colleges and universities, so as to help the cement industry move towards a new journey of low-carbon and high-quality development.
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