南非2035年国家自主贡献：提升工业竞争力与吸引投资的机遇

SOUTH AFRICA’S 2035 NATIONALLY DETERMINED CONTRIBUTION: An opportunity to boost industrialcompetitiveness and attract investment November 2025 CONTENTS Forewords..................................................................................................................................................................................3Executive Summary...............................................................................................................................................5Introduction...........................................................................................................................................................................7PILLAR 1Why an ambitious NDC matters...........................................................................12PILLAR 2Sector-specific policies for implementing the NDC...................15PILLAR 3Climate dialogue and action.......................................................................................21The way forward..........................................................................................................................................................24 Forewords Working closely with South African business, it is clearthe global climate transition is well underway.We seethis in companies investing in on-site renewables, adopting While these shifts may not make headlines, the structural forcesdriving clean energy, evolving export markets and increasinginvestor scrutiny are embedded and gaining momentum. Asan emerging market facing low growth and significant socio- As we approach ten years of the Paris Agreement, global climateambition has never been more urgent. South Africa is highlyvulnerable to climate impacts and is dependent on domestic and The next decade will be defining. We must use the space createdfor business-government collaboration to accelerate low-carbondevelopment and economic diversification, empower communities Encouragingly, business-government collaboration is startingto bear fruit, particularly in tackling energy, logistics and waterchallenges. Leveraging private sector expertise and capital isessential for South Africa’s low-carbon growth: whether it is inupgrading transmission networks, building renewables, expanding SHAMEELA SOOBRAMONEYCEO, National Business Initiative South Africa’s climate ambition, expressed through the NDC, iscentral to future competitiveness. Many of the opportunities aheadare green: renewable energy, battery storage, green hydrogen,the bioeconomy, nature-based tourism, clean technologies and As we decarbonize, we must center ambition in the context ofequity and a just transition. Here government, civil society andbusiness are actively working together to repurpose powerstations and enable new economic activities in affected regions. Despite geopolitical turbulence, 2025 remains a pivotal yearfor climate actionand one that will set the pace and direction for This briefing is the latest in a series of country-specific notes theWe Mean Business Coalition is developing in collaborationwith in-country partners. Each draws on local business insightsto set out practical recommendations for NDCs that are bothambitious and implementable. These briefings aim to support ashared global objective: aligning policy ambition with the scaleof private-sector capabilities already in motion to deliver a safer, The next round of Nationally Determined Contributions (NDCs),due ahead of COP30, are critical to determining not only whetherthe world can keep the 1.5°C goal within reach, but also howeconomies compete in the fast-growing global markets for cleanenergy, technology, and nature-based solutions. By prioritizing South Africa’s second NDC will carry significance far beyond itsborders. As Africa’s largest economy with strong trade, finance,and supply chain links worldwide, its climate pathway willshape investor confidence, regional development, and exportcompetitiveness. A credible, ambitious, and investible NDC cangive businesses the long-term clarity they need to deploy capital, MARÍA MENDILUCE CEO, We Mean Business Coalition Recent polling of over 100 South African business executivesmakes this clear. The vast majority (95%) see renewable electricityas vital for sustainable jobs and growth, 86% support phasingout coal for electricity generation by 2035, and 84% say theywould consider relocating operations or supply chains abroad Executive Summary South Africa’s climate transition is underway, but must accelerate to advance energysecurity, drive green industrialisation and boost export competitiveness.These actionswill help to tackle South Africa’s key challenges of poverty, inequality and unemployment. Asone of the world’s top 20 carbon emitters, and a country already warming at twice the global The costs of inaction are significant and already beingfelt.Prolonged electricity shortages, escalating energy prices,deteriorating air quality, weak economic gro