基于上海实践的新能源碳资产环境权益开发与消纳商业模式研究
Research on the Business Model of New Energy Carbon Assets and Environmental Rights Development and Consumption Based on the Practice in Shanghai

在全球气候变化和可持续发展的背景下，新能源发展成为绿色低碳转型的关键路径。新能源项目不仅能够提供更加环保的能源供给，新能源碳资产环境权益的开发和消纳也可以增加项目额外收入来源，通过市场机制激励各方降低碳排放，目前已成为中国实现“碳达峰、碳中和”目标的重要组成部分。文章深入探讨了上海碳普惠资产和国内绿证(GEC)的开发流程与方法和当前碳资产消纳市场的现状和市场需求，创新构建了新能源碳资产环境权益开发和消纳的商业模式框架，分析其在上海的实践经验，以及对电网基础设施建设和区域营商环境的积极影响，并提出了具体的建议和实施路径。本研究不仅有助于实现环境目标、优化营商环境、促进能源结构转型，同时也为其他地域提供了实践参考，对推动经济社会全面绿色转型具有重要意义。
In the context of global climate change and sustainable development, the development of new energy has become a key pathway for green and low-carbon transformation. New energy projects not only provide a more environmentally friendly energy supply, but also the development and consumption of carbon asset environmental rights of new energy can increase additional sources of income for projects. By using market mechanisms to incentivize all parties to reduce carbon emissions, it has become an important part of China’s efforts to achieve its “carbon peak and carbon neutrality” goals. This paper deeply explores the development process and methods of Shanghai’s carbon-inclusive assets and domestic green certificates of conformity (GEC), the current status and market demand of the carbon asset consumption market, and innovatively construct a business model framework for the development and consumption of new energy carbon asset environmental rights. It also analyzes its practical experience in Shanghai, as well as its positive impact on power grid infrastructure construction and the regional business environment, and puts forward specific suggestions and implementation paths. The research of this paper is not only conducive to achieving environmental goals, optimizing the business environment, and promoting the transformation of the energy structure, but also provides practical references for other regions and is of great significance for promoting the comprehensive green transformation of the economy and society.