节点:下游(终端消费/应用)位置:下游情绪:利空参考度:4/10
德国政府宣布已通过2026年气候保护计划,这是向2045年实现温室气体中和目标迈出的又一步。该计划经内阁批准后,将先由气候问题专家委员会审核再实施,旨在契合具有法律约束力的气候目标,支持2030年和2040年的减排工作。
计划的核心支柱之一是向工业领域划拨约29亿欧元资金,用于支持工业流程电气化、工艺热脱碳及循环经济解决方案开发。电气化有望减少排放,同时提升长期能源效率、降低对天然气进口的依赖。据政府估算,这些措施到2030年可至少削减430万吨碳排放,减少约25亿立方米天然气进口。
计划还包括加快可再生能源装机扩容,尤其是新增12吉瓦陆上风电,这有望减少对化石燃料的依赖,到2030年削减约650万吨碳排放。此外,政府首次引入绿色主导市场概念,旨在通过公共采购和汽车行业等刺激低碳Ɲ..水泥)需求。
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