How does "carbon" become real gold and silver? Look at N ways to increase the value of carbon assets!

Under the background of the "double carbon" strategy, the cement industry, as a key area of high energy consumption and high emissions, is experiencing multiple squeezes of demand contraction, overcapacity and low-carbon transformation. How to find a way to break the situation in the pressure superposition? Lei Qi, head of the Planning and Consulting Department of

Hubei Carbon Emission Trading Center, shared with China Cement Network the core issues of carbon quota allocation, carbon asset operation and value mining, revealing the key path for the cement industry to transition from "high carbon dilemma" to "green kinetic energy".

Lei Qi said that at present, the cement industry is facing two core contradictions in the field of carbon quota allocation:

First, there are differences between benchmark value setting and production practice. The current baseline method takes the carbon emission intensity per unit clinker as the core indicator, but the accounting boundary excludes the indirect emissions generated by the power consumption of enterprises. This setting leads to the reduction of power consumption through photovoltaic power generation, energy-saving technology reform and other measures, which can not be translated into the reduction of carbon emission intensity per unit clinker, and weakens the benefits of enterprises investing in energy-saving technology.

The two is the uncertainty of the free quota reduction mechanism. Although the current carbon quota is mainly allocated free of charge, the proportion and rhythm of future reduction are not yet clear. This "policy ambiguity" makes enterprises fall into the dilemma of strategic choice: some enterprises tend to adopt speculative behavior such as data adjustment rather than invest in substantial emission reduction technology transformation in order to minimize the cost of short-term performance. If the quota allocation is tightened in the future, the industry will face a chain reaction of "sharp increase in cost-profit compression-lagging transformation", and the survival pressure of small and medium-sized enterprises is particularly significant.

Faced with challenges, how can cement enterprises convert carbon quotas into carbon assets and realize their value-added? Lei Qi believes that there are the following ways:

First, implement energy saving and emission reduction transformation: reduce the carbon emission intensity of clinker production through the use of alternative fuels, alternative raw materials, intelligent energy management and other means to achieve carbon quota surplus.

2. Optimize the carbon market trading strategy: analyze the fluctuation trend of carbon price (such as the surge in demand before the performance period), buy low and sell high, actively participate in the voluntary carbon market, CCER replacement, etc. To gain profits.

3. Strengthen the management of carbon assets: establish a carbon asset management information system to accurately grasp the carbon emissions of the enterprise itself and its products, check the composition of carbon emissions and timely identify and solve potential problems through the recording and analysis of carbon emission data, so as to improve the management level of carbon assets and reduce the cost of performance.

At the same time, cement enterprises can also innovate carbon asset operation mode by improving carbon emission-related systems, standardizing carbon asset management, strengthening carbon emission management capacity building, and improving the level of carbon asset managers.

In the future, how can cement enterprises further tap the value potential of carbon assets? What ways can cement enterprises achieve carbon reduction and efficiency? In order to accelerate the realization of the "double carbon target" and actively promote the green and high-quality development of the industry, China Cement Network will hold the "2025 China Cement Double Carbon Conference and the 13th Energy Conservation and Environmental Protection Technology Exchange Conference" on May 27-28, 2025. At the same time, the release ceremony of "2025 ESG Ranking List of Cement Industry" was held . This conference will bring together industry elites and multi-resources to provide all-round support for the industry in terms of technology, policy landing and resource docking. At the meeting, Lei Qi, head of the Planning and Consulting Department of Hubei Carbon Emission Trading Center, will give a wonderful speech. Sign up for it as soon as possible!