Analysis on the Path of Realizing the Target of ＂Double Carbon＂ in the Supply Chain of Iron and Steel Industry and Its Impact on the Cost

　　Iron and steel industry is an important basic industry of national economy. Steel products are used in national defense security and people’s production and life, and weapons and equipment, energy production, transportation, machine building, housing construction and so on are inseparable from steel materials. At the same time, the steel industry is also a typical high energy consumption and high emission industry. Doing a good job in energy saving and emission reduction in the steel industry is of great significance for China to achieve the goal of "double carbon". The steel industry has a high degree of industrial correlation and a long supply chain. To promote the green and low-carbon development of the steel industry, efforts must be made from the whole chain of the steel industry chain and supply chain.

　　First, energy conservation and emission reduction in the steel industry chain and supply chain are the highlights of "carbon reduction"

　　(1) Steel production has a large carbon emission and high unit energy consumption.

　　The development stage of China’s economy, the characteristics of resource endowment, the heavy industrial structure and the energy structure dominated by fossil energy make China’s carbon emission base large and grow rapidly. Global Energy Internet Development Cooperation Organization "China2030Peak carbon dioxide emissions Research Report years ago shows that,2019In, China’s total social carbon emissions were about105100 million tons, of which carbon emissions from energy activities are about98Billions of tons, accounting for a proportion87%. In the carbon emission structure in the field of energy activities, the proportion of carbon emissions in the field of energy production and transformation and the field of energy terminal consumption is respectively47%and53%The steel industry is the industry with the largest carbon emission in the field of energy terminal consumption, accounting for the carbon emission in the field of energy activities.17%, much higher than the second and third building materials (8%) and chemical industry (6%) industry.2017China’s steel emissions per ton in.2Tons of carbon dioxide, far higher than the international advanced level.2018In, the comprehensive energy consumption per ton of steel in key large and medium-sized iron and steel enterprises in China reached.555Kilogram standard coal/Tons, much higher than Germany.251Kilogram standard coal/Tons, USA276Kilogram standard coal/Tons. It can be seen that the carbon emissions from steel production account for the largest proportion in the field of energy consumption, while the unit energy consumption is high, which is far from the international advanced level.

　　(B) steel logistics, transport links, carbon emissions.

　　At present, China has built the most complete steel industry system in the global industrial chain, effectively supporting the steel demand of downstream industries and the steady and rapid development of the national economy, and the steel output is continuous.25Ranked first in the world in, resulting in a huge amount of logistics. The main reason for the large carbon emission of logistics in China’s steel industry is that it is influenced by resource endowment. In the transportation of raw materials, due to the shortage of domestic natural mineral resources, especially high-grade mineral resources, steel raw materials rely on imports, resulting in long-distance transportation. Second, it is influenced by the layout of the steel industry. Domestic raw materials are mainly transported from the north to the south, which makes the transportation distance of raw materials involving iron ore, coking coal and other bulk materials longer. In the transportation of finished products, due to the large number, high dispersion and wide distribution of iron and steel enterprises in China, the layout of production areas is far from the consumer market, which makes the finished products need large-scale and long-distance transportation. The long-term demand in the southeast coastal areas, especially in the Pearl River Delta region, is large, and the production capacity in the Bohai Rim region needs to flow to the south. Third, it is influenced by production technology. China’s iron and steel production is mainly based on long-flow technology, and the transshipment in the factory is complicated. Generally speaking, the annual output of crude steel is up to.10100 million tons, the corresponding flow is about100100 million tons, of which four are transported outside the factory and six are transported inside the factory. Fourth, it is influenced by the mode of steel transportation. Transportation is the second largest field of energy consumption and carbon emission in China. Among them, the energy consumption of highways is the largest, and the energy consumption accounts for the total amount in the transportation field.83%Waterway is the second, and railway is the cleanest and low-carbon mode of transportation, and its energy consumption accounts for the total amount of transportation.3%. Road transportation is widely used in China’s steel logistics, which inevitably produces a lot of carbon emissions. Therefore, the iron and steel industry is influenced by many factors, such as resource endowment, production layout, technology and transportation mode, with high output, large logistics volume and huge carbon emissions.

　　Second, the steel industry must take effective measures to reduce carbon emissions.

　　(A) the establishment of carbon emission accounting system, to guide the industry carbon emission reduction.

　　Carbon trading is a transaction that takes carbon dioxide emission rights as a commodity, thus forming carbon dioxide emission rights.2011In, the pilot project of carbon emissions trading in China started.2013The first carbon emission trading platform started trading in Shenzhen in 2006. Since then, Beijing, Tianjin, Shanghai, Guangdong, Hubei, Chongqing and other provinces and cities have successively launched pilot carbon emission trading. this yearsevenmoon16The national carbon emissions trading market opened on June. Because the power generation industry is in the field of energy production and conversion with the largest carbon emission in the whole society, it is first included in the national carbon emission trading market.

　　In order to achieve the goal of "double carbon", the steel industry, as the industry with the largest carbon emission in the field of energy terminal consumption, is the key area of carbon control management, and will be included in the national carbon emission trading market in the future, so as to promote the transformation of steel production enterprises to clean production and reduce carbon emissions. Therefore, it is urgent for iron and steel enterprises to develop carbon emission accounting standard system, carbon control organization system and personnel training, so as to establish carbon emission accounting system in iron and steel industry and lay the foundation for carbon quota allocation and carbon emission trading system implementation.

　　(B) the implementation of steel production process transformation, reduce carbon emissions in production.

　　The 14th Five-Year Plan proposes to promote the clean and efficient utilization of fossil energy such as coal, and promote the green transformation of steel, petrochemical, building materials and other industries. Global Energy Internet Development Cooperation Organization "China2030Years ago, the peak carbon dioxide emissions Research Report put forward that to realize peak carbon dioxide emissions, it is necessary to "change the energy production mode with clean substitution and change the energy use mode with electric energy substitution".

　　The technological transformation of green steel production includes electric furnace steelmaking and hydrogen energy steelmaking. Electric furnace steelmaking is the main way to promote the substitution of electric energy, with scrap steel as the main raw material and electricity as the main energy source. This method has low energy consumption, low emissions and obvious advantages in energy saving and emission reduction. At present, the proportion of electric furnace steelmaking in China is only9%The proportion of electric furnace steelmaking in the United States and the European Union reached respectively.62%、40%. At present, the development conditions of electric furnace steelmaking are mature, energy saving and environmental protection. China should adopt lower carbon electric furnace steelmaking to reduce carbon emissions in steel production. Hydrogen energy steelmaking is beneficial for hydrogen to replace carbon monoxide as reducing agent, and there is no carbon dioxide emission in the reduction process, which can realize complete decarbonization of steel production and is the future development direction.

　　Iron and steel logistics should achieve green development by changing the mode of transportation, developing multimodal transport and developing smart transportation. The first is to change the mode of transportation. On the one hand, it is to promote "replacing oil with electricity" and promote enterprises to use new energy vehicles for road transportation. At present, China’s new energy vehicle industry is leading the world, new technologies are constantly emerging, the cost of lithium batteries is declining, and hydrogen energy technology is gradually mature and applied, which has the advantage of developing new energy vehicles; On the other hand, we should change from road transportation to cleaner railway transportation, reduce the proportion of road transportation, increase the proportion of railway transportation, speed up the construction of freight railway, solve the "last mile" problem and attract enterprises to choose railway transportation. In the 14th Five-Year Plan, it is proposed to speed up the transportation of bulk goods and medium and long-distance goods by "revolving iron" and "revolving water". Secondly, develop multimodal transport, strengthen infrastructure construction, multimodal transport station construction, logistics park construction and so on. Finally, it is necessary to develop intelligent transportation. First, it is necessary to develop autonomous driving technology. According to the research of the Ministry of Transport, self-driving cars can save fuel more than human driving.12%It is more energy-saving and environmentally friendly. At present, China’s autonomous driving technology is developing rapidly, and the conditions for popularization and application are basically available; The second is to build an information platform to promote the development of shared transportation mode and improve the pendulum of logistics, and realize real-time data exchange and information sharing through the information platform to improve logistics efficiency.

　　Third, the implementation of carbon emission reduction measures in the steel industry has a huge impact on costs.

　　(A) The steel industry carbon emissions accounting system needs to increase investment.According to the requirements of the Tenth Five-Year Plan, it is necessary to promote the market-oriented trading of carbon emission rights. The investment in carbon market construction is not only the investment in carbon emission system construction, but also the investment in various supporting measures within enterprises. The construction of carbon emission accounting system in iron and steel industry needs a lot of people, money and materials.

　　(2) The carbon emission cost of steel production is on the rise.Judging from the spot trading market of carbon emission quotas in the past few years, the overall trend of most trading markets is that the total transaction amount is on the rise and the average transaction price is on the rise. This shows that the transaction cost of carbon emissions of substandard enterprises will gradually increase. According to the transaction data published by Guangzhou Carbon Emissions Exchange,2015Annual turnover11399.2Ten thousand yuan is far below2020Annual turnover83454.15Ten thousand yuan, the average transaction price2020Annual25.58Yuan Dynasty (1206-1368)/Tons higher than2015Annual16.38Yuan Dynasty (1206-1368)/Tons.Judging from the national carbon market transaction data released by Shanghai Stock Exchange, the first month of market opening (sevenmoon16Solsticesevenmoon30Date) Monthly turnover of listed agreement transactions505.2Ten thousand tons,Highest transaction price61.07Yuan Dynasty (1206-1368)/Average transaction price per ton and month51.86Yuan Dynasty (1206-1368)/Tons, much higher than the transaction price at the time of the pilot.In addition, EU carbon emission quota trading data shows that,2018The annual average closing price is17.45euro/Tons,2019The annual average closing price is24.91euro/Tons.As can be seen from the carbon emissions trading between China and the EUThe transaction price keeps rising, and the carbon emission cost of substandard enterprises keeps increasing.

　　(C) Road transportation of steel logistics needs to pay a price for carbon emissions."Double Integral" in Automobile IndustryThe policy (namely "Measures for Parallel Management of Average Fuel Consumption of Passenger Car Enterprises and New Energy Vehicle Points") stipulates that the average fuel consumption of passenger car enterprises will generate positive points when it is lower than the standard value, and negative points when it is higher than the standard value. The integral trading market is a free trading market, and the price at the highest point of each integral can reach.3000Yuan. Changan automobile2020The annual expenses for solving the problem of substandard points are as high as.7.4100 million yuan. Weilai automobile is at2019Obtained in 200810Ten thousand points in2020Sold and brought in the second half of 20081.2Net income of 100 million yuan.

　　(D) Steel production needs to pay more for technological transformation.The technological transformation of green steel production includes electric furnace steelmaking and hydrogen energy steelmaking. In the short term, technological research and development and technological transformation need constant cost investment. In the long run, it will reduce carbon emissions and reduce carbon emission costs.

　　(E) The green development of steel logistics needs a lot of capital investment.It is necessary to realize green logistics by changing the mode of transportation, developing multimodal transport and developing smart transportation, and the transformation of related modes of transportation, infrastructure construction and logistics informatization construction all require a lot of capital investment. In the short term, it will bring a large increase in costs, but in the long term, it will bring about a reduction in carbon emissions and an improvement in logistics efficiency in the steel supply chain, thus reducing the logistics costs of the steel industry. In order to achieve the goal of "double carbon", the steel industry should actively explore the countermeasures to reduce costs and increase efficiency. Incorporate the cost of green development resources and environment into the cost accounting system. To achieve green management, reduce energy intensity and reduce carbon emissions, it needs to pay a lot of resources and environmental costs. Therefore, it is necessary to consider the resources and environmental costs into the overall cost of the steel supply chain and abandon the previous cost accounting methods that only account for manufacturing and logistics costs. Based on a comprehensive understanding of the overall cost of the iron and steel industry chain and supply chain, this paper systematically analyzes the influence of various factors on its cost with detailed cost data, and puts forward the countermeasures to realize the green development of the iron and steel industry to reduce costs and increase efficiency. At the same time, we should actively study measures such as changing industrial layout to improve industrial concentration, optimizing product structure to improve added value of products, changing traditional management concepts, adopting short-distance multimodal transport, improving production and transportation efficiency by means of informationization and digitalization, and improving the recycling of solid gas waste gas from steel production, so as to reduce the cost of steel industry chain and supply chain and promote the healthy and sustainable development of steel industry.

　　(Author: Zhao Hong, Chen Jingyi,　Price cost survey center)