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From July 11 to 13, Baichuan Yingfu 2024 (17th) Carbon Industry Chain Market Seminar and Customer Meeting was successfully held in Zengcheng, Guangzhou. Shanxi Juxian Graphite New Materials Co., Ltd., as an excellent carbon production enterprise in North China, was invited to participate in the seminar.

The seminar focused on the upgrading of the energy industry structure under the trend of carbon-neutral policies, focused on topics such as clean energy substitution in the fuel market, and promoted the docking of upstream and downstream enterprises in the carbon industry chain. More than 600 relevant experts and upstream and downstream enterprises gathered in Huacheng for experience exchange and sharing, brainstorming, enhancing consensus, promoting exchanges and cooperation in the industry, and jointly discussing the future layout of the carbon industry in strategic emerging industries, the impact on the carbon industry under the background of "dual control of energy consumption" to "dual control of carbon emissions" and the current situation of the carbon industry under the new situation.

Liu Yingxian, deputy general manager of Juxian Graphite, attended the seminar and conducted in-depth discussions with participating experts and colleagues. With its excellent technical strength, Shanxi Juxian Graphite New Materials Co., Ltd. won the "2024 National Graphite Electrode Excellent Enterprise", which indicates that Juxian Graphite's continuous contribution in promoting the development of carbon industry and graphite electrode industry has been recognized by the industry.

In 2020, China put forward the "double carbon" goal, and began to speed up the improvement of the top-level design of the policy, plan and formulate the path and measures to achieve the goal, successively formulated and issued the "double carbon" guidance and the implementation plan of the "double carbon" goal in various related fields, and gradually established and improved the "1 N" policy system around the "double carbon" goal.

China continues to emphasize high-quality economic development, and the same is true for the energy industry, and high-quality development inevitably requires the realization of efficient, green, low-carbon and sustainable development. This is the objective requirement given by the times to the development of the energy industry, and it is also the main theme of the future development of the energy industry.

In the future development of the energy industry, achieving the goal of "double carbon" is the core goal, which runs through all levels of the development of the energy industry, in which safety, efficiency, green, low-carbon and sustainable development become the key words. the central work is to reduce carbon, save energy and improve efficiency, and realize the harmonious development between fossil energy and non-fossil energy.

According to China's carbon peak, carbon neutral path, the national carbon emissions in 2026-2029 peak, the peak of 117-12.7 billion tons. 2035-2026 is an accelerated decline period, with average annual emissions of 15% and above. Carbon neutrality will be achieved in 2026, and the whole society will enter a low-carbon development model.

In many fields, carbon materials are not only irreplaceable by any metal and non-metallic materials, but also play a role in promoting carbon reduction and emission reduction for downstream users. With the promotion of the dual carbon target, as a major carbon emitter, the steel industry must significantly increase the ratio of electric arc furnace steelmaking, or increase the direct reduction of iron electric furnace steelmaking. Carbon dioxide emissions, blast furnace steelmaking 2.0 tons/ton of steel, converter 2.2 tons/ton of steel, electric furnace steelmaking only 0.4 tons/ton of steel. The double carbon target forced electric furnace steel ratio must be increased quickly. It can be seen that the demand for graphite electrodes will increase steadily or even significantly.

With the promotion of the double carbon target, the development of new energy is broad, the rapid development of new energy will greatly stimulate the demand and supply of carbon materials (including special carbon materials, carbon fiber composite materials, graphite anode, etc.), and play a great role in energy conservation and emission reduction for other industries.

Opportunities and challenges coexist. In the face of future opportunities and challenges, Juxian Graphite will change the technological innovation model, accelerate the construction of an independent innovation system, and put the improvement of technological innovation capabilities at the core. In the large economic environment of economic recovery, it is necessary to face difficulties. We must also see the light and maintain strategic determination for high-quality and sustainable development. The carbon industry must make greater contributions to the great rejuvenation of the Chinese nation and the strategy of strengthening the country. Juxian Graphite will also contribute its own strength in this wave.