On May 23, Premier Li Qiang of the State Council presided over an executive meeting of the State Council, at which the Action Plan for Green and Low-Carbon Development of the Manufacturing Industry (2025-2027) was adopted. The focus of this plan is to promote the development of a more environmentally friendly and low-carbon manufacturing industry. To put it simply, it is necessary to accelerate the innovation of green technology and the application of advanced green technology, so that new industrialization can bring a touch of "green".

The meeting emphasized that promoting the green and low-carbon development of the manufacturing industry has been the trend of the times. It is important for investors to keep an eye on these policy developments. As the government continues to increase its support for green technology and environmental protection industries, there are plenty of investment opportunities here.

What are the clear signals from the meeting? Jingtai interprets it for you.

Accelerate the green transformation and upgrading of key industries

First of all, the meeting clearly pointed out that the traditional manufacturing industry can not stay on the old road of "high energy consumption and high emissions" in the past, and must accelerate the green transformation. How? It is to combine the large-scale equipment renewal policy that the state is promoting, and actively introduce advanced equipment and technology, so that the "old industries" such as steel, chemical industry, and building materials can also wear "green clothes".

To put it simply, it is to encourage enterprises to change equipment and processes, reduce carbon emissions from the source, and improve energy efficiency. For example, steelmaking, which used to be energy-intensive and polluting, is now being replaced by new technologies that are cleaner and smarter.

Not only should old enterprises become green, but emerging industries should also take the green development route from the beginning. For example, clean energy, new energy vehicles, lithium batteries are popular tracks, and more attention will be paid to green manufacturing and resource recycling in the future.

For example, although the current lithium battery is environmentally friendly, how to dispose of it after use is also a problem. The "Action Plan" specifically mentions the need to formulate management measures for the comprehensive utilization of waste power batteries, and lay out the recycling capacity of products such as photovoltaic modules after retirement in advance, so as to avoid the embarrassing situation of "green products, black treatment" in the future.

Green transformation is not a slogan, but must be supported by technology and standards. The meeting emphasized the need to strengthen common technology research, such as energy conservation and carbon reduction, low-carbon technology and other key areas, to focus on breaking through bottlenecks.

At the same time, it is also necessary to improve the green standard system in key areas, such as which products are considered green products and how to calculate the carbon footprint, which will be gradually standardized and standardized. This is not only instructive for enterprises, but also provides a clearer investment direction for the capital market.

Key industries are named: steel, new energy vehicles, and hydrogen energy are all listed!

The Ministry of Industry and Information Technology also revealed some details at a press conference at the end of last year: key industries such as steel, electrolytic aluminum, lithium batteries, and new energy vehicles will accelerate the formulation of carbon footprint accounting standards; There should be special management methods for waste power batteries to ensure that they can be recycled and reused; Photovoltaic modules and other products are approaching the end of life, and recycling capacity should be laid out in advance; There is also the application of clean hydrogen, especially in metallurgy, petrochemical and other industries, to accelerate the replacement of traditional high-carbon raw materials to achieve large-scale application.

Improve the compensation mechanism for horizontal ecological protection

This time, in addition to green manufacturing, we also focused on how to further improve the "horizontal ecological protection compensation mechanism". What is Horizontal Ecological Compensation?

To put it simply, it is to allow those regions that sacrifice economic development opportunities in order to protect the ecological environment to receive reasonable economic compensation. For example, if a place cannot engage in industrial development in order to protect water sources and forest resources, will it suffer a loss? Of course not! Places that benefit from good ecology (such as water use and better air quality in downstream cities) should be "compensated" to feed back these ecological reserves.

This mechanism of "who benefits, who compensates" is the core of horizontal ecological protection compensation.

The meeting of the State Council emphasized that it is necessary to establish a more comprehensive, clearer rights and responsibilities, more diversified methods, and more efficient horizontal compensation mechanisms; It is necessary not only to continue to promote compensation cooperation in the main stream of major rivers, but also to expand to other ecological elements such as forests, grasslands, and atmosphere; Rewards and punishments should be clear, and adhere to the principle of "whoever pollutes will be treated, and whoever protects will benefit"; At the same time, it is necessary to introduce more attractive policies so that more social capital is willing to participate in the construction of ecological civilization.

In a word: not only "lucid waters and lush mountains are protected", but also "gold and silver mountains are divided together".

What are the types of compensation mechanisms? At present, there are three main types: financial vertical compensation: the state provides funds to support ecological reserves; Horizontal compensation between regions: For example, if province A benefits from the ecological barrier of province B, province A will give province B an "ecological red envelope"; Market-based compensation: Market-based means, such as carbon trading and emission rights trading, make environmental protection a way to "make money".

Although the direction is clear, there are some challenges in practice: the market mechanism is not mature enough; cross-regional consultation is difficult and slow; There is a lack of unified standards and supporting policies. In the future, these problems will need to be gradually solved by institutional innovation and policy optimization.

What does this mean for investors?

From an investment point of view, there are many opportunities behind this: ecological restoration, environmental protection technology enterprises will usher in more policy dividends; Emerging markets such as carbon trading, green electricity trading, and payment for ecological services are expected to accelerate their development; Projects related to forest carbon sequestration, wetland protection, and water environment management may receive more financial support.

In other words, the "green assets" of the future are not only a symbol of environmental protection, but also an investment target of real money!

Green is not a burden, but a competitiveness

The Action Plan has sent a very clear signal: green and low-carbon is not only an environmental issue, but also the key to industrial upgrading and enhancing international competitiveness. Whoever can seize the opportunity in this green transformation will be able to take the initiative in the future manufacturing landscape.

For investors, this is a thread that deserves a lot of long-term attention. In particular, companies involved in green manufacturing, clean energy, circular economy, low-carbon materials, hydrogen energy applications and other fields are likely to usher in waves of favorable policies and technological breakthroughs in the next few years.