节点：下游（终端消费/应用）位置：下游情绪：利好参考度：4/10
德国政府近日正式通过2026年气候保护计划，经内阁批准后将提交气候问题专家委员会审议实施，该计划为该国2045年温室气体净零目标提供关键支撑，核心是衔接2030年及2040年法定气候减排目标，强化碳减排行动落地。
计划核心举措聚焦工业脱碳，拟拨付约29亿欧元专项资金，支持工业生产流程电气化、工艺热能脱碳及循环经济解决方案开发。据政府测算，上述措施至2030年可实现至少430万吨碳排放削减，同时减少约25亿立方米天然气进口量，兼具减排与能源安全双重效益。
计划同步推动可再生ȃ..汽车行业等渠道，刺激低碳钢铁、水泥等气候友好型材料需求增长。
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