As a key industry after the expansion of the national carbon market, how to build a more scientific and efficient carbon quota management system for the cement industry has become an important issue in the green transformation of the industry. Around this key issue, China Cement Network interviewed Yan Haochun, general manager of the Certification and Evaluation Center of the State Inspection Group, focusing on the pain points of carbon market operation and the practical needs of the industry, and sharing authoritative views and solutions.
Yan Haochun pointed out that the Two sessions in 2026 released a clear signal that China's double-carbon work has shifted from a heated public opinion debate and system construction to a new stage of full implementation and precise landing, and the Report on the Work of the Government emphasized the "implem entation of a double-control system of total carbon emissions and intensity" to promote the continuous expansion of the carbon market. Double carbon has changed from a hot topic to the underlying constraints and long-term track of economic development. As a key industry of industrial carbon emission, the carbon quota management of cement industry must keep up with the policy shift, base on the process characteristics and transformation reality of the industry, and build a scientific and efficient management system to meet the requirements of the new stage.
At present, the cement industry has been fully integrated into the national carbon market, and the quota management follows the policy framework of intensity control and phased tightening. The implementation of the carbon market in the cement industry is divided into two stages: the initial implementation stage (2024-2026) is mainly to familiarize with the rules, and the quota allocation is relatively loose; the deepening and improvement stage (from 2027) will gradually tighten the quota, and the carbon constraints will be truly rigid. The overall balance of profit and loss is in line with the general tone of "positive and stable" of double carbon. However, there are some practical problems in the industry, such as the high proportion of clinker calcination emissions, the large difference between raw materials and fuel substitution, the long chain of data accounting, the unbalanced level of regional production capacity and energy efficiency, and the new requirements of double-control of carbon emissions, the start-up of zero-carbon plant construction, and the development of low-carbon transformation fund. The traditional quota model still has room for optimization in terms of accuracy, incentive and practicality.
In Yan Haochun's view, carbon data and quota management in cement industry refers to the whole process management of systematic quantification, analysis, verification and optimization of carbon emissions, including four modules: carbon inventory, target setting, emission reduction implementation and carbon trading management . Different
from other industries, the carbon emission of cement industry has two distinct characteristics: first, the process emission accounts for a high proportion, accounting for about 60% -65% of the total emission, mainly from carbonate decomposition; second, the energy emission accounts for about 35% -40%, mainly from coal combustion.
The cement industry is facing two core contradictions in the field of carbon quota allocation:
one is the difference between the setting of benchmark value 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 have been clear. In order to minimize the cost of short-term performance, some enterprises tend to adopt speculative behavior such as data adjustment, rather than invest in substantial emission reduction technology transformation. 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.
Yan Haochun suggested that enterprises should set up special carbon asset management departments, clarify the responsibilities of high-level direct management, market observation, production technology, finance and other posts, coordinate carbon policy tracking, data accounting, transaction execution and asset co-ordination, and specialize carbon assets as important assets with investment, pledge and financial attributes. At the same time, carbon accounting self-examination is carried out strictly according to the normalization of MRV system, precise measurement and standardized reporting are carried out according to national norms, self-examination is carried out quarterly, production and management strategies are dynamically optimized in combination with quota and actual emission gap, and the data base of quota management is consolidated.
Emission reduction is the core of quota management, and enterprises need to focus on emission control at the source of production: for the three major emission sources of carbonate decomposition, fuel combustion and power consumption, promote new dry process, alternative raw materials and fuels, waste heat power generation, high-efficiency grinding and other technologies, develop low-calcium cementitious materials, and lay out CCUS technology. Reduce the total emission from the process and raw material side, and optimize the quota profit and loss from the root.
At the market level, enterprises must participate in the performance of carbon trading in accordance with the regulations, purchase or use CCER to offset when the quota is insufficient, and the surplus of the quota can be sold in the market to realize profits. At the same time, we should seize policy opportunities to develop certified emission reduction projects, focusing on CDM and CCER projects such as waste heat utilization and fuel substitution, so as to enrich the sources of carbon assets and enhance the capacity of quota surplus.
In addition, enterprises should use carbon financial instruments to maintain and increase the value of assets, rely on carbon trusteeship, carbon bonds, repurchase and other financial products, activate carbon assets, smooth performance costs, and transform carbon quota management from compliance tasks to value creation links.
Through the closed-loop management of the whole process, cement enterprises can meet the requirements of double control of carbon emissions, reduce the cost of performance, tap the value of carbon assets, adapt to the new stage requirements of double carbon strategy from system construction to full implementation, and realize the coordinated promotion of low-carbon transformation and high-quality development.
On April 9-10, China Cement Network will hold the 15th China Cement Industry Summit and TOP100 Award Ceremony in Hangzhou. At the same time, the " Cement Economy Fifty People Forum (C50) " was held. The Summit will build a platform for the docking of supply and demand and the collision of ideas, explore the path of green transformation and intelligent upgrading from the dimensions of macroeconomic insight, industrial chain synergy and technological innovation breakthroughs, plan a layout for the "15th Five-Year Plan" green development of the industry, and work together to create a new chapter of high-quality development! At that time , Yan Haochun, General Manager of the Certification and Evaluation Center of the State Inspection Group, will be invited to attend the 15th China Cement Industry Summit and TOP100 Award Ceremony . He also made a keynote report on the theme of "Carbon Quota Management in Cement Industry: Compliance and Value Creation".
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