CITIC Securities: Carbon Neutrality Evaluation Measures Released, Further Catalyzing the Chemical Supply Side

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CITIC Securities Research Report believes that the introduction of the carbon neutrality assessment method will further catalyze the chemical supply side. The “Comprehensive Evaluation and Assessment Method for Carbon Peak and Carbon Neutrality” has been officially implemented, and the assessment method clarifies that starting from the 2026 fiscal year, a comprehensive evaluation and assessment of carbon peak and carbon neutrality will be conducted for the Party committees and governments of each province (autonomous region, municipality directly under the central government). The assessment sets two categories of indicators: control indicators and supporting indicators. The assessment results serve as an important reference for the overall evaluation, selection, appointment, and supervision of provincial leadership teams and relevant leading cadres. The “dual carbon” goal entering the implementation phase is a milestone for the typical high-energy-consuming chemical industry, signifying cost increases, promoting market clearing, and accelerating industrial upgrading. (People’s Financial News)

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