ESG一周丨上半年绿电交易电量同比增长近五成；供应商ESG管理迈入标准化时代

ESG Policies - The "Measures for Energy Conservation Review and Carbon Emission Evaluation of Fixed Asset Investment Projects" will be implemented starting September 1, 2025, emphasizing energy conservation reviews as a critical basis for project initiation, completion acceptance, and operational management [1] - This regulation strengthens the rigid constraints on energy conservation and carbon reduction in fixed asset investment project supervision, integrating the "dual carbon" goals into the entire investment construction process [1] Green Energy Transactions - In the first half of 2025, the cumulative market transaction volume of green electricity reached 154 billion kilowatt-hours, a year-on-year increase of 49.3%, reflecting a significant trend towards low-carbon electricity consumption [2] - The overall market transaction volume for electricity was 2.95 trillion kilowatt-hours, with a 4.8% year-on-year growth, indicating a growing share of green electricity in the total electricity consumption [2] Supplier ESG Management - The first systematic guideline for supplier ESG evaluation, the "Supplier ESG Evaluation Guidelines," was released, marking a significant step in standardizing ESG management within supply chains in China [3] - This guideline aims to create a quantifiable evaluation system that promotes ESG collaboration among upstream and downstream enterprises, accelerating the low-carbon transition across the entire industry chain [3] Sustainable Bond Market - The "2024 China Sustainable Bond Market Report" indicates that by the end of 2024, the cumulative issuance of green, social responsibility, and sustainable development bonds in China reached 4 trillion RMB (approximately 0.56 trillion USD), ranking among the top four globally [4] - This growth reflects strong domestic demand for green transition and international capital's recognition of China's low-carbon development [4] Global Renewable Energy Transition - The UN Secretary-General stated that the global transition to renewable energy is "irreversible," urging governments to submit comprehensive new climate plans before the upcoming COP30 [5][6] - This statement highlights the acceleration of global energy transition, positioning renewable energy development as a necessity rather than an option [6] International Standards for Lifecycle Assessment - The IEC 63366:2025 standard for lifecycle assessment of electrical and electronic products was officially released, establishing a benchmark for the global electrical and electronic industry [7] - This standard will guide the development of lifecycle and carbon footprint evaluation standards, enhancing China's international influence in sustainable development [7] Sino-Russian Green Certificate Initiative - The "Sino-Russian Green Certificate System and Carbon Market Cooperation" initiative was launched, aiming to promote mutual recognition of green electricity certificates between China and Russia [8] - This cooperation is expected to enhance the attractiveness of cross-border investments and facilitate the integration of carbon markets in the Eurasian region [8]