📋 Policy Monitoring Daily Report
Date: April 24, 2026 | Area: Chemical Compliance · Carbon Management | Risk Level: ⚠️ Medium-High
I. Key Policy Development Today
🔴 Core Policy: “Opinions on Higher-Level and Higher-Quality Energy Conservation and Carbon Reduction”
Issuing Body: General Office of the CPC Central Committee & State Council
Issue Date: April 11, 2026 | Source: MIIT Official Website
Key Highlights:
- Strict control over fossil energy consumption; gradual phase-out of散煤 (bulk coal) and peak coal/oil consumption
- Full-scale improvement of energy efficiency in steel, non-ferrous metals, petrochemicals, chemicals, and building materials — key regulated sectors
- Mandatory energy conservation and carbon reduction audits targeting production processes, key工序, and major equipment
- New high-energy/high-emission projects must submit carbon emission equivalent or reduction replacement plans as part of project approval
- Accelerating digital infrastructure energy efficiency — stricter PUE (Power Usage Effectiveness) standards for data centers and computing facilities
✅ Direct Impact on New Materials Industry:
- Chemical and building-material new materials face heightened regulatory scrutiny; substandard facilities risk production restrictions or forced exit
- New capacity projects face significantly higher approval thresholds due to mandatory carbon replacement requirements
- Companies must implement energy efficiency upgrades across major production equipment
- Green and low-carbon materials (biodegradable polymers, carbon fiber composites, etc.) receive preferential policy support
II. Other Regulatory Updates
🟡 EU REACH SVHC Candidate List
Current status: The Candidate List contains 240+ Substances of Very High Concern. No major new batch additions confirmed this period.
Recommendation: Maintain regular supply chain screening; monitor next ECHA evaluation round.
🟡 US EPA TSCA
Current status: EPA continues to advance new chemical substance review and has pending restrictions on persistent organic pollutants including PBDEs.
Recommendation: Chinese exporters of flame retardants and plasticizers should track final rule timelines.
III. Recommended Actions
| Priority | Action Item | Owner | Deadline |
| 🔴 High | Audit current production line energy efficiency against the new guidance | Production + Tech | Within 2 weeks |
| 🔴 High | Initiate pre-feasibility study for carbon replacement plans for new projects | Compliance + Projects | Within 1 month |
| 🟡 Medium | Update supplier material screening list for REACH SVHC high-frequency substances | Procurement + Compliance | Ongoing |
| 🟢 Low | Evaluate market opportunities in green low-carbon materials segments | Strategy + Marketing | Quarterly |
Report generated: April 24, 2026 01:15 (UTC+8) | Coverage: EU REACH SVHC · US EPA TSCA · China GB/Industrial Policy
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