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Navigating Dual Carbon Pressures: Impacts of Chinas National ETS and the EU CBAM on the Cement and Aluminum Sectors

二重炭素圧力のナビゲート：中国の全国ETSとEUのCBAMがセメントおよびアルミニウム業界に与える影響 (AI 翻訳)

Huan Wu

Applied and Computational Engineering📚 査読済 / ジャーナル2026-01-12#炭素価格Origin: CN
DOI: 10.54254/2755-2721/2026.mh31176
原典: https://doi.org/10.54254/2755-2721/2026.mh31176

🤖 gxceed AI 要約

日本語

本研究は、中国の排出量取引制度（ETS）とEUの炭素国境調整措置（CBAM）がセメント・アルミニウム産業に及ぼす二重の圧力を分析する。国内・国際的な炭素価格メカニズムが企業のコストや競争力に与える影響を検討し、技術革新や炭素データ管理の改善を通じた低炭素移行戦略を提案する。中国の炭素市場の進展とCBAMの導入が、両産業の変革と国際競争力に与える示唆を提供する。

English

This study examines the dual carbon pressures from China's Emissions Trading System (ETS) and the EU's Carbon Border Adjustment Mechanism (CBAM) on the cement and aluminum sectors. It analyzes impacts on operating costs, competitiveness, and low-carbon transitions, and recommends strategies such as technological innovation, energy structure optimization, and improved carbon data management to turn challenges into opportunities for industrial upgrading.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

日本では、GXリーグや今後の炭素価格導入が議論されており、中国ETS・EU CBAMの事例は、日本のエネルギー多消費産業が国際的な炭素国境調整に直面する際の示唆に富む。特にセメント・アルミ業界の対応策は、日本の同業界にとっても参考になる。

In the global GX context

This paper provides a timely analysis of how domestic emissions trading and border carbon adjustments interact, a critical issue for global climate policy and trade. It offers insights for countries designing carbon pricing mechanisms and for industries in energy-intensive sectors facing overlapping regulatory pressures.

👥 読者別の含意

🔬研究者:Provides a detailed case study of the interaction between China's ETS and the EU CBAM, offering insights for carbon pricing research.

🏢実務担当者:Corporate sustainability teams in cement and aluminum industries can learn about compliance strategies under dual carbon pricing regimes.

🏛政策担当者:Policymakers can understand the combined effects of domestic ETS and border carbon adjustments, informing the design of carbon pricing systems.

📄 抄録（日本語訳）

全球气候变化日益加剧，世界各国纷纷采取措施以减少温室气体排放。随着欧盟碳边境调节机制（CBAM）计划于2026年全面实施，中国的高耗能产业——尤其是水泥和铝业——将在国内外双重碳定价机制的压力下面临重大挑战。本研究考察了中国碳排放交易体系（ETS）与欧盟CBAM对水泥和铝业部门的影响。探讨这一问题有助于厘清这些机制如何影响企业运营成本、竞争力及低碳转型，同时为推进全球绿色低碳发展提供政策与战略应对。自2004年以来，中国逐步构建了全面的碳排放交易框架，从参与清洁发展机制演进到区域试点项目，最终形成统一的全国市场。现有研究表明，碳市场能够通过市场机制有效降低减排成本。然而，不同配额分配方法——如基于历史排放的分配和基于基准线的分配——在水泥和铝等行业的适用性各不相同，因此针对行业特点进行优化至关重要。与此同时，欧盟CBAM的引入为全球碳治理提供了新视角，但也从出口成本、市场竞争力和产业转型路径等方面影响了中国的水泥和铝业。面对国内外双重压力，中国的水泥和铝业必须通过技术创新、能源结构优化和改进碳数据管理来提升竞争力，从而将挑战转化为升级与转型的机遇。

AI 翻訳（deepseek-v4-flash）。 正確を期す場合は下の原文を参照してください。

📄 Abstract（原文）

As global climate change intensifies, countries around the world are adopting measures to reduce greenhouse gas emissions. With the European Unions Carbon Border Adjustment Mechanism (CBAM) scheduled for full implementation in 2026, Chinas energy-intensive industries-particularly cement and aluminum-will face significant challenges under the dual pressure of domestic and international carbon-pricing mechanisms. This study examines the impacts of Chinas Emissions Trading System (ETS) and the EUs CBAM on the cement and aluminum sectors. Exploring this issue helps clarify how these mechanisms influence firms operating costs, competitiveness, and low-carbon transitions, while also offering policy and strategic responses to advance global green and low-carbon development. Since 2004, China has gradually built a comprehensive emissions-trading framework, evolving from its participation in the Clean Development Mechanism to regional pilot programs and ultimately to a unified national market. Existing research indicates that carbon markets can effectively reduce abatement costs through market mechanisms. However, the suitability of different allowance-allocation methods-such as historical emissions-based allocation and benchmark-based allocation-varies across industries like cement and aluminum, making industry-specific optimization essential. Meanwhile, the introduction of the EUs CBAM provides new perspectives for global carbon governance but also affects Chinas cement and aluminum industries in terms of export costs, market competitiveness, and pathways for industrial transformation. Confronted with dual domestic and international pressures, Chinas cement and aluminum sectors must enhance their competitiveness through technological innovation, energy-structure optimization, and improved carbon data management, thereby transforming challenges into opportunities for upgrading and transition.

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