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穆迪:延長碳達峯期限對中國鋼鐵製造企業具有正面信用影響
阿思達克 02-11 10:48
評級機構穆迪表示,工信部、國家發改委及生態環境部近日聯合發佈指導意見,要求鋼鐵行業於2030年實現碳達峯目標,將實現碳目標期限延長5年。 該行指出,鋼鐵爲中國主要碳排放行業之一,近年來佔中國碳排放總量的15%左右,因此鋼鐵行業在中國實現碳中和承諾中發揮着關鍵作用,延長期限反映出實現碳中和目標的挑戰,預期延長期限對鋼鐵製造企業具有正面信用影響,令企業能夠更好地平衡脫碳計劃及其財務質量。 穆迪預期,期限延期5年可能意味着脫碳投資放緩,令鋼鐵製造企業能夠分散相關投資、避免在短期內產生大量相關資本支出,對在向脫碳轉型過程中面臨資金和技術限制且規模較小的鋼鐵製造企業尤爲有利。
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