主题演讲三：GMS 2030：构建创新驱动、气候适应型未来.pdf

1、GMS 2030:Building an Innovation-Driven and Climate-Resilient FutureJuly 2025Chief Representative of AEM-METI Economic and Industrial Cooperation Committee(AMEICC)SecretariatMasayoshi Tamura1Emerging Trend：Pressures for DecarbonizationFirms have to accelerate decarbonization due to rules imposed by f

2、inal markets.One of the example is CBAM and companies doing business with EU have to reduce CO2 emission of the targeted products(steel etc.)to keep its competitiveness.In addition,there are some pressure from global firms.Apple,for example,globally requests its supplier to use 100%renewable electri

3、city for its products by 2030.Apples Suppliers Location in ASEANCBAMs Impact on ASEAN The EU requested firms to report the CO2 emission of targeted imported goods from last October.The CBAM will be fully in place in 2026 Many workshops have been conducted in ASEAN to provide the information about ma

4、ndatory reporting.Manufacturing process of their business partnersaccounts for about 60%of the entire CO2 emission of Apples products.Almost all suppliers committed to Apples request and are switching electricity to renewables.010203040VietnamThailandSingaporeMalaysiaPhilippinesIndonesiaCambodiaTota

5、lCommited to RE100 by 2030Source:JETRO and AppleWhy Innovation Ecosystem?2Market Size Estimates of Frontier TechnologiesMarkets for low-carbon technologies(LCTs)are expected to continue their rapid expansion while the benefits are largely concentrated in high-income countries.Most Mekong Sub-region

6、countries are unable to access the benefits of decarbonization due to their low levels of technological readiness.To overcome this gap,cultivating regionally-driven innovation is essential.180426711163127590641133591758982421021310500100015002000250020202030Source:UNCTAD and World Bank(In USD)Techno