In the past 2021, I believe that many ceramic people’s ears have long been calloused by the two hot words “dual carbon” and “dual control”. At the same time, although some leading ceramic companies are already actively planning for "dual carbon" and "dual control", many ceramic people still believe that this is far away from the ceramic industry.
However, the first case of non-performance of carbon emission quotas in the carbon market has appeared in other industries, which can not but be said to have sounded the alarm for the ceramic industry.
The first case of non-performance of carbon emissions in the carbon market was hammered
On January 1, the Suzhou Municipal Ecological Environment Comprehensive Administrative Law Enforcement Bureau conducted a festival ecological environment safety inspection on a company in Zhangjiagang and found that the company failed to pay the 2019-2020 carbon emission quota in full on time and was suspected of violating the Carbon Article 10 of the Emissions Trading Management Measures (Trial) stipulates that key emission units shall control greenhouse gas emissions, report carbon emission data, clear carbon emission quotas, disclose transaction and related activity information, and accept the approval of the ecological environment authorities. Supervision and management. At present, the Suzhou Ecological Environment Department has ordered the company to make rectifications and investigated and dealt with the company's illegal activities.
This is considered to be the first case in the country where carbon emission quotas in the national carbon market were not fulfilled on time. According to the Measures, if a key emission unit fails to pay its carbon emission quota in full and on time, the local ecological environment department at or above the municipal level where its production and operation site is located shall order it to make corrections within a time limit and impose a fine of not less than 20,000 yuan but not more than 30,000 yuan. ; If corrections are not made within the time limit, the provincial ecological and environmental authorities where the production and operation sites of key emission units are located will reduce their carbon emission quotas for the next year by an equal amount for the unpaid portion.
This means that if the company cannot make rectifications in one step, it will fall into a vicious cycle of "failure to perform - punishment - carbon quota reduction - rectification" and will need to spend a lot of money to purchase carbon quotas.
In this regard, Lin Boqiang, dean of the China Energy Policy Research Institute of Xiamen University, believes that "Companies that do not perform must be punished, otherwise other companies will see that they are so easy to mess around, and the proportion of non-performance will become larger and larger. . The Suzhou case serves as a good warning."
Carbon emission verification and management have been a concern of all walks of life since the launch of the national carbon market.One of the focal points. Before the announcement of this incident, on October 25, 2021, the Ministry of Ecology and Environment's website issued the "Notice on the Supervision and Management of Data Quality in the National Carbon Emissions Trading Market", which pointed out the falsification of carbon emission data.
The notice stated that the quality of corporate carbon emission data is an important foundation for national carbon emissions management and the healthy development of the carbon market. It is the bottom line and lifeline for maintaining market credit confidence and the credibility of national policies. Recent cases of falsification of carbon emission data by individual companies and units It must be taken seriously. The Ministry of Ecology and Environment requires local ecological environment departments at all levels to conduct comprehensive self-examinations on the emission reports and verification reports of key emission units in their respective administrative regions in 2019 and 2020. At the same time, it is required to establish a long-term mechanism for the quality management of carbon market emission data, "establish a regular verification and random inspection working mechanism, and strengthen the supervision and management of key emission units, verification technical service agencies, consulting agencies, and inspection and testing agencies in the power generation industry. It is found that relevant data are falsely reported, If the report is concealed, adjustments will be made in the corresponding annual performance volume and quota verification work. If problems are discovered after the completion of the contract performance and payment work, they will be reduced in the next year's quota verification work, and penalties will be imposed in accordance with the law. The relevant information will be disclosed to the public in a timely manner. ."
The relationship between carbon market, carbon trading and ceramic industry
What are carbon markets and carbon trading? "Carbon market" generally refers to the market formed by carbon emission rights trading; carbon trading, scientifically known as carbon emission rights trading, is essentially the purchase and sale of greenhouse gas emission rights such as carbon dioxide (CO2) as commodities. It is a market used to reduce global greenhouse gas emissions. Mechanism.
As for what this system is for? What's the point? In layman's terms, before this system existed, factories did not have to pay for pollution caused by the factory, and the whole society paid the bill; after this system was established, factories had to pay for the environmental pollution they caused and paid for it themselves.
The reason for establishing this system is that in the past, we did not pay attention to environmental pollution problems, which led to ecological deterioration and natural disasters that have become "frequent" in recent years. Therefore, countries around the world discussed and determined how much "pollution" the world can cause in total, and then determined how much "pollution" each country can produce, and then allocate "pollution quotas" within each country. If it is divided level by level like this, companies can only cause as much "pollution" as they have quotas. If this "pollution quota" is used up, the company can no longer produce and can only stop production. If companies don’t want to stop work, they have to buy “pollution credits” from other companies.uo; can reproduce.
This "pollution credit" is carbon emissions. The process of companies spending money to buy "pollution credits" is carbon trading. Where to buy this "credit" is the carbon market.
At present, my country's carbon market system is only in the preliminary trial operation stage and is not yet perfect in all aspects. In order to avoid irreparable mistakes, the official carbon quotas are very high and the carbon market price is relatively low. But this is only the initial stage. After this village, it is foreseeable that carbon prices will rise and quotas will fall. It is understood that the current domestic carbon emission quota price is 50-60 yuan/ton, while the international price is 300 yuan/ton, with a huge gap.
What is the relationship between the carbon market, carbon trading and the ceramic industry? Some people in the industry and experts believe that “carbon emission rights are development rights, and competition in carbon emissions is one of the core elements of future competition.” “If your ceramic factory wants to build a production line and start operations, it must have permission from the national environmental protection department. Carbon emission indicators. If the carbon emission indicators are not enough, the ceramic factory will have to shut down and cut down the production lines."
It can be seen that carbon quotas will be the foundation for ceramic companies to settle down in the future.
The ceramic industry will be fully integrated into the carbon emission system
This system has not yet been implemented before, but there are only occasional rumors.
At the press conference of the white paper "China's Policies and Actions to Address Climate Change" on October 27, 2021, Ye Min, Vice Minister of the Ministry of Ecology and Environment, stated that he would continue to improve the national carbon market and operate the carbon market in the power generation industry. On the basis of a good foundation, the market coverage will be gradually expanded to more high-emission industries.
Not long after, on December 27, the Guangdong ceramic production area, as the "basic base" of the ceramic industry, ushered in the "Guangdong Province 2021 Carbon Emission Quota Allocation Implementation Plan." The plan clearly states that starting from 2022, the ceramic industry will be included in the carbon emission system.
According to this plan, starting from 2022, the inclusion criteria for carbon emission management and trading enterprises in Guangdong Province will be adjusted to annual emissions of 10,000 tons (or annual comprehensive energy consumption of 5,000 tons of standard coal) and above. This means that Guangdong ceramic enterprises have been "caught in one swoop". According to "grapevine", there are more than 149 ceramic companies in Guangdong alone that meet this requirement, with 597 production lines. It is foreseeable that the ceramic industry will surelyFully incorporate carbon emissions management and carbon trading systems.
“Carbon” is the foundation for ceramic enterprises to settle down and survive. Therefore, in order to cope with this competition about “carbon”, Marco Polo, New Pearl, Dongpeng, Mona Lisa, Oceano... many ceramic enterprises are actively engaged in this competition. "Carbon" preparations: On the one hand, "encircling land" to establish new production bases and acquire existing companies to increase carbon quotas; on the other hand, use green energy to reduce carbon expenditures, such as using mixed hydrogen natural gas, hydrogen energy, etc. as kilns fuel energy and the use of photovoltaic power generation, etc.
Increasing quotas is certainly one way to go, but "carbon reduction" is the long-term solution. Just in terms of buying "carbon", according to the current carbon price, the expenditure of common large-scale ceramic companies on purchasing carbon emission allowances (CEA) may be as high as 30 million to 40 million yuan, while their annual tax payment is only between 10 million and 10 million yuan. 20 million yuan, not to mention the difficulties caused by rising carbon prices in the future - if the European and American standards are followed, the cost of purchasing "carbon" for ceramics companies will increase 5-6 times, which is unaffordable for most Chinese ceramics companies.
As a result, about 150 new photovoltaic power generation projects have been added in two years, and major ceramic companies have introduced and actively built new intelligent and green production lines. These are all efforts made by major ceramic companies to "reduce carbon".
Although the "carbon emission" system has increased costs for ceramic companies, it is not without benefits, especially for large ceramic companies. Relying on the advantage of scale, leading ceramic companies are bound to obtain more carbon emission quotas than other ceramic companies. With their quota advantages, they can completely replace the market share of small and medium-sized ceramic companies.
This has a significant role in promoting the concentration of the ceramic industry.
