中国零碳图景下的再生资源利用产业机遇

2021. 6⚥㕂ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽❡⚌劼麁⡲罏
勚䫉蕥゠䕖ば꣥崸Ⱖ➭⡲罏勚㮴翫禹倰䒭勚䫉蕥
sli@rmi.org晜勉♸䒸欽
勚䫉蕥゠䕖ば
꣥崸⚥㕂ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽❡⚌劼麁
衅㛇㿋灇瑕䨾
2021
뚅靧劥䫣デ⡲罏暵ⵆ䠭靧⚥㕂䗄梠絑崸⼸⠔㼆劥䫣デ乊ⱗ䲿⣘涸峯錛錜挿♸㹈餥䒊雳կ
⡲罏♸뚅靧
XXXSNJPSH / ⚥㕂ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽❡⚌劼麁Ⱒ✵䧮⟌Ⱒ✵衅㛇㿋灇瑕䨾衅㛇㿋灇瑕䨾僽♧㹻✵1982䎃⴯用涸⚁⚌ծ杝用涸ꬋ渠ⵄ劼匬կ䧮⟌荝⸂✵鸑鵂䲿⣘䋑㖞⻊鍒Ɀ倰呩䲀⸓Ⰼ椕腊彂禹絡鲮㘗⟄㹊梡˫庛⼮涸孞⦫湡叻⴯鸣幡峇ծ籖虽涸ꨪ焫Ⱏ❧劢勻կ䧮⟌㖈Ⰼ椕䒓㾝䊨⡲♸⟱⚌ծ佟瘻ⵖ㹁罏ծ爢⼓ㄤꬋ佟䏎劼匬ざ⡲霋ⵆ䎇錞垷⻊䲀䎛腊彂禹絡鲮㘗鍒Ɀ倰呩傋㖈㣐䌴꣭⡛庛㹔孞⡤䱗佞կ衅㛇㿋灇瑕䨾㖈⚥㕂⻌❩ծ繠㕂猰縄䬘㢴䊜䊼程㼷暵ㄤ⽇㼷䗞ծ紿紨䋑ծ⸈䊜㤵⯘Ⱎ⿺⼶渿곦暵⼓霃剣⸅✲㢅կ

XXXSNJPSH / ⚥㕂ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽❡⚌劼麁XXXSNJPSH / ⚥㕂ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽❡⚌劼麁湡䔶⵸鎊ⱄ欰餴彂ⵄ欽㖈⚥㕂ꨪ焫㕃兞⚥涸餑柄
ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽䋑㖞悶⸂
ꨪ焫㕃兞♴涸ⱄ欰餴彂❡⚌〄㾝馋⸷⿬罌俒柄XXXSNJPSH / ⚥㕂ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽❡⚌劼麁⚥㕂䲿ⴀ涸焫⚥ㄤ湡叻⚹䲀⸓⚥㕂⸈鸟ꨪ焫腊彂鲮㘗䲿⣘✫䔂⸢涸佟瘻⸓⸂կ㛇✵衅㛇㿋灇瑕䨾䎃〄䋒շ⚥㕂♧⚡Ⰼ꬗㹊梡梡➿⻊㕂㹻涸ꨪ焫㕃兞ո䫣デ⟄♴皍獦ꨪ焫㕃兞䫣デ涸剣Ⱒⴔ區ⱄ欰餴彂ⵄ欽㼜➢彂㣢Ⲹ㼱㼆湱Ⱒ❡ㅷㄤ剪⸉涸꨽宠僽剒剣佪⚂䧭劥剒⡛涸膴焫䩛媯կ劥俒㖈ꨪ焫㕃兞䫣デ涸㛇炄♳ꅾ挿ⴔ區✫⚥㕂ꨪ焫㕃兞♴ⱄ欰餴彂ⵄ欽㼆㹊梡焫⚥ㄤ湡叻涸餑柄⟄⿺焫⚥ㄤ湡叻絛ⱄ欰餴彂ⵄ欽❡⚌䌄勻涸劼麁կ⵸鎊ⱄ欰餴彂ⵄ欽㖈⚥㕂ꨪ焫㕃兞⚥涸餑柄
XXXSNJPSH / ⚥㕂ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽❡⚌劼麁XXXSNJPSH / 勻彂腊彂鲮㘗㨼プ⠔շ騨遤⢪ㄐ䩧鸣Ⰼ椕ꨪ焫絑崸ոⱄ欰餴彂ⵄ欽㖈⚥㕂ꨪ焫㕃兞⚥涸餑柄Ⰼ椕ぐ灇瑕劼匬罌贊㹊梡焫⚥ㄤ䧴ꨪ焫鲮㘗涸騟䖈䊺㛇劥馋ず⽰㖈腊彂嶊餩⣩㽴〳腊Ⲹ㼱剪⸉ㄤ❡ㅷ涸꨽宠ծ䲿넞欰❡餴俱佪桧ㄤ腊佪⟄⿺㣐錞垷歏孞⻊ㄤ㹊倶幡峇腊彂剏➿㥵欰暟餘ㄤ孲腊㖈腊彂⣘絛畮㽴〳腊⢪欽굥⯕宐瘝〳ⱄ欰腊彂剏➿⻊瀖腊彂〄歏䎇鿈縭焫䯲꧋ծ㼓㶸ㄤⵄ欽$$64䪮助㼆剒絊偽岁剏䰃涸⻊瀖腊彂䨾❡欰涸✳孻⻊焫鵳遤㢅椚կ〳⟄溏ⴀ嶊餩⣩涸꨽宠Ⲹꆀ僽㹊梡ꨪ焫鲮㘗涸ꅾ銳䩛媯կ腊彂鲮㘗㨼プ⠔䎃〄䋒䫣デշ騨遤⢪ㄐ䩧鸣Ⰼ椕ꨪ焫絑崸ո䲿ⴀ涸㹊梡ꨪ焫涸♲姿낢刿僽㼜Ⲹ㼱腊彂欽ꆀ⡲⚹䨾剣ꨪ焫䲃倶涸㛇炄ㄤ⵸䲿կⱄ欰餴彂ⵄ欽姻僽꨽宠Ⲹꆀծ腊彂欽ꆀⲸ㼱涸Ⱒꝶ䫋䩛⚹佅䭯ꨪ焫〄㾝䲿⣘✫禹絡䚍涸鍒Ɀ倰呩կⱄ欰餴彂ⵄ欽⚹佅䭯ꨪ焫〄㾝䲿⣘✫♧⚡禹絡䚍涸鍒Ɀ倰呩傁剣⸔✵焫Ⲹ䱗⿶腊⴯鸣䊭㣐涸絑崸ㄤ爢⠔⟟⧩կ➢Ⰼ椕溏呏䰘蒔⠡v띌⯘꣚榲㛇ꆄ⠔ㄤMaterial Economics 涸灇瑕➑㖈ꛩ꜈ծꜥծ宐岞ծ㝕俱ㄤ굹ㅷ❀⚡遤⚌鵳♧姿䲀䎛ⱄ欰餴彂ⵄ欽ⵌ2050䎃涸庛㹔孞⡤䎃焫䱗佞㼜Ⲹ㼱93➉ょ湱䔲✵湡⵸Ⰼ椕❜鸑鿈꡶涸焫䱗佞ꆀկ呏䰘䧮⟌涸灇瑕⚥㕂湱Ⱒⱄ欰餴彂ⵄ欽❡⚌涸〄㾝〳㖈2020ⵌ2050䎃ꢂ㹊梡400➉ょ焫Ⲹ䱗㼆ꨪ焫鲮㘗餑柄桧馄30%կ㖈䨾剣곭㚖



兜⿺幡峇



腊彂䎾欽䲿넞幡峇腊彂⣘䎾錞垷Ⲹ㼱腊彂欽ꆀ䲀⸓䒊瘰ծ❜鸑鵘鳕ㄤ䊨⚌涸㣐錞垷幡峇歏孞⻊㖈偽岁㹊梡歏孞⻊涸곭㚖⢪欽孲腊⢪欽焫䯲꧋♸㼓㶸ⵄ欽ㄤ〳䭯絯欰暟腊膴焫ⶥ⡮欽腊곭㚖㼜ꨪ焫〄歏腊⸂䲿넞⦔㼜ꨪ焫孲孞❡ꆀ錞垷䪈㣐荛嫦䎃➉ょ䩧鸣
欰暟敍俱ㄤざ䧭敍俱⣘䎾Ꝇ鿈縭刿넞佪涸霃㢊ծ鵘鳕垷䒭♸欰❡䊨蒌⢪欽刿㼱涸ⴲ紩勞俱䲿⣘湱ずㅷ餘涸㉁ㅷ佖」嶊餩倰䒭⢪欽刿㼱涸❡ㅷ♸剪⸉勻㹊梡湱ず涸欰崞ㅷ餘䩧鸣ⲙꨪ焫䱗佞絑崸涸⚡姿낢㕃
䩧鸣ⲙꨪ焫䱗佞絑崸涸⚡姿낢XXXSNJPSH / ⚥㕂ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽❡⚌劼麁XXXSNJPSH / 勻彂衅㛇㿋灇瑕䨾ⴔ區㕃
♲㣐ꅾ挿곭㚖餴彂ⱄ欰涸Ⲹ䱗餑柄ㄤ䋑㖞錞垷⚥㕂ⱄ欰餴彂ⵄ欽涸巑渷薴㔵䎛ծ絈ⴔ곭㚖㢴䧮⟌絾ざ罌贊♸♳鶣ꨪ焫腊彂鲮㘗䙼騟涸湱Ⱒ䏞⟄⿺鵯❈곭㚖涸䋑㖞悶⸂た霋ⵆⴀ넞署腊遤⚌ꛩ꜈ծ宐岞ծꜥㄤ㝕俱涸❡ㅷⱄ欰ծ䏑䒙欰暟餘獯猠ծ卌⚌䏑䒙暟ծ欰崞㘏㖤ㄤ殌猐礋⤑腊彂⻊ⵄ欽⟄⿺歏⸓鲨⸓⸂歏寑㔐佐欽✵⪰腊瘝♲㣐곭㚖䒓㾝灇瑕կ劥灇瑕崵皾蕯⚥㕂銳㖈2050䎃㹊梡ꨪ焫䱗佞齡⛎㖈2020䎃ⵌ2050䎃꨽鴪䧭涸稡雦Ⲹ䱗ꆀ⚥鵯♲⚡餴彂ⱄ欰ⵄ欽곭㚖〳㹊梡鵛400➉ょ焫Ⲹ䱗餑柄桧馄鵂30%կず傞ⵌ2050䎃鵯♲⚡ꅾ挿곭㚖鵮〳䕎䧭鵛3♰➉⯋涸䊭㣐䋑㖞կⰦ⚥넞署腊遤⚌涸❡ㅷⱄ欰䏑䒙欰暟餘腊彂⻊ⵄ欽➉ょ➉ょ➉ょⱄ欰餴彂ⵄ欽餑柄ⱄ欰餴彂ⵄ欽㼆⚥㕂䎃㹊梡ꨪ焫䱗佞涸餑柄桧31%歏⸓鲨⸓⸂歏寑㔐佐⪰腊ⱄ欰餴彂ⵄ欽〳㹊梡鵛➉ょ焫Ⲹ䱗餑柄桧馄ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽䋑㖞悶⸂XXXSNJPSH / ⚥㕂ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽❡⚌劼麁XXXSNJPSH / 勻彂衅㛇㿋灇瑕䨾ⴔ區ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽䋑㖞悶⸂➢Ⰼ椕馋⸷溏ꥥ满馊勻馊㢴涸㕂㹻霃㹁✫焫⚥ㄤ䧴ꨪ焫湡叻ぐ㕂㼆䗄梠絑崸ㄤⱄ欰餴彂ⵄ欽䋑㖞悶⸂涸⥌䗱♶倗㟞䔂կ湱Ⱒ灇瑕邍僈⟄妍崍⚹⢾➑㖈❜鸑ծ䒊瘰梠㞯ㄤ굹ㅷ곭㚖㹊遤⟄ⱄ欰餴彂ⵄ欽⚹⚺銳暵䖄涸䗄梠絑崸ⵌ2030䎃涸䎃絑崸佪渤㼜鴪ⵌ1.8♰➉妍⯋կ䚪⡤勻溏ㄤꨪ焫鲮㘗Ⱖ➭Ⱒꝶ䪮助곭㚖湱嫱ⱄ欰餴彂ⵄ欽侮⡤涸䪮助ㄤ㉁⚌䧭擿䏞鳅넞剣劅㖈鵛劍ⰻ》䖤鳅〳錜涸䫏餴㔐䫣կ劢勻5䎃㼜僽ⱄ欰餴彂ⵄ欽錞垷⻊ㄤ䫏餴⟟⧩」梡涸❁㌂劍ⵄ渤湱Ⱒ倰䎾䫋⡞劼麁䶰》鵯♧“⡛㘌涸卓㹊”կ㖈⚥㕂㥵♲㣐ꅾ挿곭㚖㹊梡ⱄ欰餴彂ⵄ欽ⵌ2050䎃〳䕎䧭3♰➉⯋䋑㖞կ䏑ꛩ꜈㔐佐ⵄ欽䏑宐岞㔐佐ⵄ欽䏑ꜥ㔐佐ⵄ欽䏑㝕俱㔐佐ⵄ欽獯猠ㄤ卌⚌䏑䒙暟腊彂⻊ⵄ欽欰崞㘏㖤㔐佐ㄤ腊彂⻊ⵄ欽殌猐礋⤑㔐佐ㄤ腊彂⻊ⵄ欽⸓⸂歏寑㔐佐欽✵歏⸂禹絡⪰腊넞署腊遤⚌涸❡ㅷⱄ欰䏑䒙欰暟餘涸腊彂⻊ⵄ欽䗄梠絑崸⚥涸⪰腊䋑㖞ꅾ挿곭㚖ꅾ挿絈ⴔ곭㚖Ⱒꝶ瑲灶〡䋑㖞錞垷➉⯋➉⯋Ⱖ➭Ⱖ➭䏑剣蒀ծ䏑紺ծ鲰胢瘝➉⯋➉⯋➉⯋➉⯋➉⯋➉⯋➉⯋˖Ⱒ岤䒊瘰㘏㖤㔐佐ⵄ欽佟瘻湡叻鳅⚚涸㖑㚖⡲⚹幊ⳕ㕼㔐佐ⵄ欽䋑㖞ず傞㣐⸂〄㾝擿俱㔐佐䪮助˖㸤㊤䏑㝕俱佐꧋㢅椚禹絡렽⸠䏑㝕俱暟椚㔐佐㉁⚌垷䒭ㄤ⻊㷖㔐佐䪮助⴯倝˖䲿⼮䏑ꜥ㢅椚⚹痗ざざꆄ䧭⟧ծ䚍腊銳宠涸䪮助宐䎂ㄤ䧭劥絑崸䚍˖烁⥂䏑ꛩ⣘䎾ծ䏑ꛩ㔐佐涸㘌湬侮ざꅾ挿Ⱒ岤&"'ꛩ꜈欰❡錞垷䭯絯䪈㣐涸馋⸷˖➢霃雦ծ⢪欽ծ⚗䒙ծ㢅椚ծ㔐佐ⱄ欽Ⰼ欰ㄐワ劍錭䏞ⴀ〄涸䪮助ㄤ㉁⚌垷䒭˖銻渷佐꧋ծ⸈䊨ծ鵘鳕ծⵄ欽涸Ⰼ❡⚌Ꝇ䒊霃䲀⸓㢴鸀䖈ծ넞꣡⸈⧩ⵄ欽˖㸤㊤欰崞㘏㖤ⴔ碫禹絡⺫䭍佐꧋霃㢊ծ㼓꡻䒭鵘鳕ㄤ劣畮㢅縨瘝˖〄䮦殌猐礋⤑餴彂⠏⸷ծ絊畮庈麤餴彂⠏⸷䲿⼮腊彂⻊ⵄ欽䪮助宐䎂˖〳㣐錞垷ⵄ欽涸㉁⚌垷䒭⴯倝ծ唑紩ㄤ餴彂⻊ⵄ欽瘝䪮助瑲灶㕃
⚥㕂ꨪ焫㕃兞♴涸ⱄ欰餴彂ⵄ欽ꅾ挿곭㚖瑲灶〡⿺䋑㖞錞垷XXXSNJPSH / ⚥㕂ꨪ焫㕃