87不同类别钢铁企业碳中和路径研究徐鹏1孙义²张永强3[1.辽宁省生态环境保护科技中心,辽宁沈阳110161;2.中环联合(北京)认证中心有限公司,北京100029;3.辽宁中联碳汇环保科技有限公司,辽宁沈阳110003]摘要:介绍了1950一2021年间全球钢铁产量及化石燃料碳排放量变化情况,阐述了钢铁行业减排对实现增温控制在1.5℃的目标的重要意义。以辽宁省钢铁企业为对象,选择企业产值、碳排放总量、粗钢产量、碳排放强度、煤炭占总能源比重等13个指标作为变量,设定减排责任、减排能力和减排潜力3个集合,对辽宁省18家钢铁企业进行了聚类分析。结果表明:不同企业的能源效率和碳排放强度各不相同,为了确保行业发展与减排目标协同推进,政府主管部门需要制定差异化的管理政策和净零排放路线图。对于减排责任与减排能力较大的企业,政府部门可以将工作重点放在引导其科技创新与技术升级方面;对于规模较小且减排能力有限的企业,应更多考虑企业和产品转型方面。关键词:钢铁;碳中和;聚类分析;路径Abstract:Thisarticleintroducesthechangesofglobalsteelproductionandthecarbonemissionsfrom1950to2021,andexpoundsthesignificanceofemissionreductionofsteelindustryfortherealizationoftemperatureincreasingcontrolof1.5C.ThestudytakesironandsteelenterprisesinLiaoningProvinceastheobject,selected13indicatorssuchasoutputvalue,totalcarbonemission,crudesteeloutput,carbonemissionintensity,andproportionofcoalintotalenergyasvariables,setthreesetsofemissionreductionresponsibility,emissionreductioncapacityandemissionreductionpotential,andconductedclusteranalysison18ironandsteelenterprisesinLiaoningProvince.Accordingtotheresearch,theenergyefficiencyandcarbonemissionintensityofdifferententerprisesvary.Inordertoensurethecoordinateddevelopmentoftheindustryandemissionreductiontargets,thecompetentgovernmentauthoritiesneedtodevelopdifferentiatedmanagementpoliciesandnetzeroemissionroadmap.Forenterpriseswithlargeemissionreductionresponsibilityandcapacity,governmentdepartmentscanfocusonguidingtheirtechnologicalinnovationandtechnologicalupgrading;forenterpriseswithsmallscaleandlimitedemissionreductioncapacityshouldgivemoreconsiderationtoenterpriseandproducttransformation.Keywor...