通用電氣加碼投資中國(guó)清潔能源
????中國(guó)的環(huán)境問題很明顯。隨著中國(guó)城鎮(zhèn)人口增長(zhǎng),、居民消費(fèi)和開車出行增加,,如果不采取行動(dòng),中國(guó)業(yè)已糟糕的空氣質(zhì)量將變得更加惡劣,。在中國(guó)成都召開的財(cái)富全球論壇“共建可持續(xù)未來”主題會(huì)議上,,三位世界頂尖CEO集思廣益,深度剖析了這個(gè)問題,。 ????中國(guó)石油,、天然氣和化工業(yè)巨頭中國(guó)石化(Sinopec)的董事長(zhǎng)傅成玉認(rèn)為,太陽(yáng)能,、風(fēng)能這類可再生能源固然重要,,但至少短期內(nèi)它們對(duì)于解決中國(guó)的空氣質(zhì)量問題作用會(huì)很小。他表示,,中國(guó)可以通過提高能源效率取得更多成效,。“我們的單位GDP能耗是歐洲的3倍多,,”他說?!拔覀冃枰嗟目萍紕?chuàng)新來應(yīng)對(duì)能效挑戰(zhàn),。我們可以通過提高能效,,將能源需求縮減三分之二?!?/p> ????挑戰(zhàn)非常嚴(yán)峻,。傅成玉表示,如果中國(guó)遵循工業(yè)發(fā)展的歷史道路,,最終會(huì)耗盡全球能源,。那么,什么能夠推動(dòng)變革呢,?通用電氣(General Electric)CEO杰夫?伊梅爾特,、杜邦(Dupont)CEO柯愛倫和中國(guó)石化CEO傅成玉均贊成這樣一點(diǎn),那就是,,中國(guó)需要更嚴(yán)格的環(huán)保標(biāo)準(zhǔn),,同時(shí)制實(shí)施。傅成玉表示,,中國(guó)政府正在努力尋找途徑,,降低火電廠排放,將環(huán)保標(biāo)準(zhǔn)提高到歐4和歐5水平,。另外,,他認(rèn)為可能會(huì)有所幫助的一件事是:中國(guó)政府已經(jīng)開始從能源補(bǔ)貼轉(zhuǎn)向市場(chǎng)自由定價(jià)模式,它將會(huì)鼓勵(lì)更多的海外公司將清潔科技引入中國(guó),。 ????通用電氣CEO杰夫?伊梅爾特也同意這一點(diǎn),,中國(guó)正在認(rèn)真對(duì)待環(huán)境問題,未來他將“加倍在中國(guó)的清潔能源投資”,。迄今,,通用電氣在清潔科技領(lǐng)域的投資令人印象深刻。通用電氣自身制造的產(chǎn)品就包羅萬(wàn)象,,囊括了從混合動(dòng)力機(jī)車到風(fēng)能和天然氣渦輪機(jī)等,。通用電氣從五年前開始啟動(dòng)“綠色創(chuàng)想”(Ecomagination)計(jì)劃、著力能源領(lǐng)域創(chuàng)新,。伊梅爾特表示,,自那以來,通用電氣的能效產(chǎn)品年?duì)I收已經(jīng)從50億美元增加到了270億美元,。換言之,,能源創(chuàng)新同樣具有商業(yè)價(jià)值。 ????但伊梅爾特?fù)?dān)心西方CEO們口口聲聲“綠色”和“可持續(xù)發(fā)展”可能適得其反,?!坝迷~很重要,而像‘綠色’和‘可持續(xù)發(fā)展’這些聽上去冠冕堂皇的字眼并不會(huì)推動(dòng)變革,,”他說,?!爸袊?guó)CEO聽到‘可持續(xù)發(fā)展’這個(gè)詞時(shí),他會(huì)認(rèn)為美國(guó)是要教他們?nèi)绾斡貌唤?jīng)濟(jì)的方法做事,?!?/p> ????杜邦CEO柯愛倫表示,更多地聆聽客戶的聲音有利于推動(dòng)能源領(lǐng)域的創(chuàng)新,。在全球范圍內(nèi)除了大型研發(fā)中心,,杜邦已經(jīng)設(shè)立了11個(gè)規(guī)模相對(duì)較小的創(chuàng)新中心,其中2個(gè)設(shè)在中國(guó),。她說:“我們學(xué)到的經(jīng)驗(yàn)是,,科技全球通用,但解決方案要因地制宜,?!笨聬蹅惐硎荆蛻舻皆L這些創(chuàng)新中心時(shí)提出的想法往往會(huì)催生出成功的產(chǎn)品,。過去三年,,這些創(chuàng)新中心已牽頭推動(dòng)了165種新產(chǎn)品,將產(chǎn)生4億美元的可持續(xù)收入,。 ????中國(guó)能在多短時(shí)間內(nèi)將空氣變清潔,?沒人愿意貿(mào)然給出答案,但傅成玉持樂觀態(tài)度:“中國(guó)中央政府已經(jīng)將環(huán)境問題視為頭等要事,?!惫嫒绱耍袊?guó)人應(yīng)該能長(zhǎng)出一口氣了,。(財(cái)富中文網(wǎng)) |
????The problem is clear. With China's urban population growing and its citizens consuming and driving more, the nation's already poor air quality will get even worse if nothing is done. That was one of the main themes during 'Building a Sustainable Future,' a session of Fortune's Global Forum in Chengdu where three of the world's top CEOs put their heads together today to parse this problem. ????Fu Chengyu, chairman of the Chinese oil, gas and chemical giant Sinopec, believes that while renewables like solar and wind are important, at least in the short term, they will play a minor role in solving China's air quality problem. He says that China can gain much more by pursuing energy efficiency. "We consume three times more energy than Europe per dollar of GDP," he says. "We need great technological innovation to solve our energy efficiency challenges. We can cut our energy needs by two-thirds through efficiency." ????The challenge is daunting. Fu said that if China follows the historical path of industrial development, it will eventually exhaust the world's supply of energy. So what can drive change? General Electric CEO Jeff Immelt, Dupont CEO Ellen Kullman, and Fu all agreed that China needs tougher environmental standards and ones that are enforced. Already, Fu says, the Chinese government is working on ways to cut emissions from coal plants and to raise environmental standards to Euro 4 and Euro 5 levels. Another thing he says will help: Beijing is already moving away from energy subsidies toward free-market pricing, which would encourage more foreign corporations to bring clean tech to China. ????Jeff Immelt, the CEO of GE (GE) agreed that China was serious about cleaning up its environment and said he would "double down his clean energy investments there." So far GE's record in investing in clean technology has been impressive. Immelt says that since focusing his company—which makes everything from hybrid locomotives to wind and gas turbines—on innovation in the energy space with his Ecomagination program five years ago, revenues from energy efficient products have risen from $5 billion to $27 billion annually. In other words, innovation in energy makes good business sense. ????Immelt worries, however, that western CEOs who throw around terms like green and sustainability are hurting their own cause. "Words matter and the words 'green' and 'sustainability' don't drive change because they are elitist," he said. "When a Chinese CEO hears the word sustainability he thinks they're being lectured to by the U.S. on how to do things in an uneconomical way." ????Dupont (DD) CEO Ellen Kullman said that innovation in the energy sector can be spurred by listening more to your customers. In addition to its large R&D centers around the world, Dupont has set up 11 smaller innovation centers globally, including two in China. "What we've learned," she said, "is that science is global but solutions are local." Kullman says that when her customers visit these innovation centers they bring ideas that often lead to winning products. Over the last three years the innovation centers have led to 165 new products that will deliver $400 million in sustainable revenues. ????How soon will China be able to clean up its air? No one was willing to venture a guess, but Chairman Fu was optimistic: "The central government has made the environment its top priority." If that turns out to be true, the Chinese will be able to breathe a big sigh of relief. |