[강세 토픽] Carbon emission rights (greenhouse gas) theme, Egon Industries +5.92%, Sejong Industries +4.04%

Input 2020.12.30 13:59

[탄소배출권 (온실가스)] The theme is strong. It is a 2.22% increase from the previous day. Lee Kun Industry (008250)+5.92%, Sejong Industrial (033530)+4.04%, KC Cottrell (119650)+2.86% is leading the theme rise.

Theme description

The international community announced the UN Convention on Climate Change (UNFCC) in 1994 to curb the emission of greenhouse gases that are the cause of global warming. Afterwards, the Kyoto Protocol adopted in 1997 specifically defined the obligation to reduce greenhouse gas emissions and how to implement it. From 2005, a full-fledged climate change response system (Kyoto system) began.
The Kyoto Protocol introduced the international emission rights (carbon emission rights) trading system called the Kyoto mechanism as a means to fulfill the obligation to reduce greenhouse gas emissions more cheaply and efficiently.
Carbon credits are allocated to countries that are obligated to reduce six major greenhouse gases (carbon dioxide, methane, nitrous oxide, perfluorinated carbon, hydrogen fluorocarbon, sulfur hexafluoride), and then the transaction of the allocated credits between these countries is carried out. Allowed system. Since the state allocates permits to each company, transactions usually occur between companies.
Companies that lack carbon emission reduction facilities, etc., purchase carbon credits from the market. On the other hand, companies that have generated surplus credits due to the installation of carbon emission reduction devices and reduction in plant utilization can earn profits by selling them.
In 2015, the Paris Climate Change Agreement was adopted following the Kyoto Protocol. The main focus is to keep the global average temperature rise below 2℃, set reduction targets for each country, and set new targets every five years. This global trend is one that can predict an increase in the price of carbon credits.
In December 2019, following the European Union (EU), major countries such as China (2020.09.22) and Japan (2020.10.26) declared a zero-carbon (0) long-term low-carbon power generation strategy (LEDS) for 2050. The US is also expected to lead the low-carbon policy with candidate Joe Biden being elected president. Candidate Biden has pledged to invest $2 trillion over four years in infrastructure and green projects in order to achieve a zero-carbon economy in the US by 2050. In addition, they have also expressed their intention to re-join the Paris Climate Change Convention.
The Korean government also declared carbon neutral in 2050 (December 10, 2020). In order to promote carbon neutrality in all areas of industry, economy, and society, the main energy supply source will be switched to focus on renewable energy, and the three energy new industries will be onshore, renewable energy, hydrogen and energy information technology. In the short term, domestic companies need to consider strong regulations related to carbon emission reduction. This is an opportunity factor for companies possessing carbon reduction technology and selling carbon credits.
(Last update 2020.12.14)

※ The topics are for informational purposes, not for item recommendation. Investors are responsible for investing in the above items.

Related Events

event	Fluctuation rate	Item description
Lee Kun Industry (008250)	+5.92%	Acquisition of greenhouse gas emission rights and lease business as an overseas subsidiary afforestation business in Solomon Islands.
Sejong Industrial (033530)	+4.04%	Produced converters that purify environmentally harmful exhaust gases from automobiles.
KC Cottrell (119650)	+2.86%	It has obtained carbon emission rights through desulfurization facilities and dust collection facilities, and possesses CCS (carbon dioxide capture) technology that captures, stores, and utilizes carbon dioxide, the only in Korea.
Huchems (069260)	+2.02%	Running a CDM (Clean Development System) project that sells emission rights for the reduced greenhouse gas by installing facilities to reduce greenhouse gas in the nitric acid plant. It has secured carbon credits of about 1.6 million tons per year and is selling them under short and long-term contracts.
Eco Bio (038870)	+1.38%	Sudokwon Landfill Landfill Gas Power Plant, Gumi Gupo Landfill Landfill Gas Power Generation, CDM (Clean Development System) project, etc. Carbon credits acquired through greenhouse gas reduction are also sold.
Fuseong (093370)	+1.28%	Fluorine-based home appliance, refrigerant gas and semiconductor special gas manufacturing. We have a reduction facility that can reduce greenhouse gases generated in the process of making refrigerant gas for air conditioners.
Hansol Home Deco (025750)	+0.94%	Entered New Zealand’s afforestation business and secured carbon credits. Transaction by leasing (leaseing) carbon credits to NZFLC, a local vendor.
Eco Pro (086520)	-0.70%	Production of greenhouse reduction systems and chemical filters. It is known that by the end of 2020, it is targeting to register a CDM (Clean Development Mechanism) project in the United Nations Framework Convention on Climate Change and to conclude a CDM contract equivalent to 1 million tons of carbon emission rights per year.

Carbon Credit (Greenhouse Gas) Theme Chart

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