According to media reports, on March 15 local time, French President macron said on his personal social media that EU Member States had reached an agreement on the EU carbon border tax. In response to climate change, on January 15, 2020, the EU agreed on higher emission reduction targets through the European Green agreement, and jointly promised to reduce greenhouse gas emissions by 50% to 55% in 2030 compared with 1990 and achieve carbon neutrality by 2050. In July 2021, the European Commission launched the carbon tariff proposal: carbon border adjustment mechanism, which aims to implement the EU climate goal.
Carbon frontier regulation mechanism (CBAM), also known as “carbon tariff” and “carbon frontier regulation tax”, refers to countries or regions that strictly implement carbon emission reduction policies and require to pay (return) corresponding taxes or carbon quotas when importing (exporting) high carbon products. The original intention of the carbon border regulation mechanism is to reduce carbon leakage. Carbon leakage refers to the transfer of high-carbon industries from countries with strict carbon reduction policies to countries with loose carbon reduction policies. The brokerage research report pointed out that in the future, if the carbon border regulation tax is levied, high energy consuming enterprises such as steel and aluminum will also enter the green power trading market, and the medium and long-term green power trading may reach 100 billion kwh.
According to the theme database of financial Associated Press, among the relevant listed companies:
Shenyang Jinshan Energy Co.Ltd(600396) wind power generation and photovoltaic power generation are converted into electric power through primary energy processing such as wind power and Cecep Solar Energy Co.Ltd(000591) respectively, and the products are connected to the power grid. Among them, the wind photovoltaic power generation capacity of the subsidiary Zhangwu new energy company in the first half of 2021 is 12000 kwh, and the 10.5mwp photovoltaic power generation project of Liaoning Huadian Fuxin Zhangwu houxinqiu phase II is under construction.
Shanghai Nenghui Technology Co.Ltd(301046) undertook the first batch of Dongguan Golden Sun Abrasives Co.Ltd(300606) projects in 2011, and designed and invested the second batch of Dongguan Golden Sun Abrasives Co.Ltd(300606) demonstration projects in 2012. At present, it holds 14 distributed power stations to provide distributed power station services for customers.
