| 郭彦鹏,胡 斌,赵丹辉,芮文洁,李 哲,嵇 磊.碳交易下水泥行业的投资及运营策略[J].水泥工程,2026,39(2):1-4 |
| 碳交易下水泥行业的投资及运营策略 |
| Investment and operation strategy of cement plant under carbon trading |
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| DOI： |
| 中文关键词: 碳交易 投资及运营策略 运转率 减碳收益 |
| 英文关键词: carbon trading investment and operation strategy operation rate carbon reduction revenue |
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| 中文摘要: |
| 随着水泥行业纳入全国碳交易市场，行业面临碳排放管控与产能优化的双重挑战，本文通过分析国外碳交易市场对水泥行业的管控经验，分析熟料生产碳排放结构与成本构成，构建碳排放效益测算模型，提出碳交易背景下水泥行业投资及运营策略：应优先考虑在高运转率、低碳排放的生产线上增加投资，提高替代率，同时合并运转率低于50%的生产线，以实现最优的减碳收益和产能集中。 |
| 英文摘要: |
| As the cement industry is integrated into the national carbon trading market, it faces the dual challenges of carbon emission regulation and capacity optimization. This paper analyzes the regulatory experience of foreign carbon trading markets on the cement industry, examines the carbon emission structure and cost composition of clinker production, and develops a carbon reduction benefit assessment model. Based on this, it proposes investment and operation strategies for the cement industry under carbon trading: priority should be given to increasing investment in production lines with high operation rates and low carbon emissions to improve the substitution rate, while consolidating production lines with operation rates below 50%, in order to achieve optimal carbon reduction benefits and capacity concentration. |
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