对钢铁行业而言，2020至2030是实现《巴黎协定》气候目标的关键十年。中国现有的煤基高炉产能中，78%（约每年7.308亿吨）需在2030年前进行再投资。为实现低碳转型，钢铁行业需要大规模投资来开发和推广低碳钢铁生产技术。鉴于钢铁资产的寿命较长，这一轮投资周期需避免“碳锁定”效应，即资金流动需与《巴黎协定》气候目标保持一致。
本报告探讨了加速钢铁行业脱碳的技术路径，并阐述了转型金融如何支持钢铁行业脱碳。
Financing the decarbonisation of China’s steel industry: Technology, policy and instruments
This decade is pivotal for the transition of the steel sector towards the targets set out in the Paris Agreement. In China, 78% (730.8 Mt/yr) of the existing coal-based blast furnace capacity will need reinvestment by 2030, demonstrating the magnitude of investment needed to develop and roll out low-carbon steelmaking technologies to transform the sector. Therefore, financial flows must be aligned with a Paris-compatible scenario to avoid lock-in, and be in place for the next investment cycle, given the longevity of steel assets.
This report explores levers to accelerate the decarbonisation of the steel sector and describes how transition finance can supply the required capital.
