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The plan's push for zero-carbon industrial parks—100 parks and 500 factories by 2030—creates a concrete near-term opportunity. Charcoal producers supplying activated carbon for water treatment, gas purification, or supercapacitor electrodes in these parks could benefit from preferential policies. But they must document their carbon footprint rigorously, as park entry requires ISO 14064-1 verified carbon inventories.
One nuance: the carbon price spike also raises electricity costs for charcoal producers, especially those using electric activation furnaces. That squeezes margins even as demand outlook improves. Producers should hedge by locking in power contracts or investing in on-site renewable generation, as the zero-carbon park policies are pushing industrial users toward green power procurement.