興源環境(300266.SZ):雙碳業務目前主要包括碳資產管理業務及低碳能源數字化業務
格隆匯8月9日丨興源環境(300266.SZ)在投資者互動平台表示,公司雙碳業務目前主要包括碳資產管理業務及低碳能源數字化業務。碳資產管理業務載體是新至雙碳科技有限公司。截至2023年年末,公司簽約林業碳彙總面積3755萬畝,根據生態環境部發布的CCER方法學計量,預估具備開發價值的面積為323.77萬畝;公司簽約甲烷減排項目訂單合計覆蓋85.98萬頭生豬。公司在報吿期內成功探索碳交易模式,與中國林業集團有限公司、維多(中國)能源有限公司、德國大眾汽車集團、復瑞渤集團等全球知名企業開展業務合作,典型案例包括為新希望六和股份有限公司開發了生豬養殖的甲烷減排項目,並促成大眾汽車(安徽)公司對該項目經核證減排量的最終承購。 低碳能源數字化團隊以平台化運營模式提供節能環保諮詢和運營服務,打造低碳物聯產品的系統化集成交付能力,實現傳統環保業務的實時監測和大數據分析。目前,業務範圍涵蓋智慧電力、能源環保、企業數字化、節能減排等領域,已在北京、浙江、安徽等地與國家電網公司開展合作。2023年末,公司能源數字化業務進一步明確以數據+AI為驅動的能源市場化方向,與浙江電網合作的寧波城市能源互聯網平台建設投入運行,通州城市副中心綠色低碳平台正交付落地,與阿里雲、南瑞、思極等單位形成能源數字化業務的生態合作閉環。
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