碳中和领域技术创新加速突破 政策层面持续细化赋能 | 投研报告

Group 1 - The core viewpoint highlights the deepening capital layout and intensifying regulatory battles in the overseas ESG landscape, with significant technological innovations in carbon neutrality, such as OXCCU's $28 million funding for carbon conversion aviation fuel technology [2] - Microsoft and Shizen Energy signed a 100 MW solar agreement to accelerate the green transformation of data centers in Japan, showcasing how tech companies are addressing emission reduction challenges through innovative solutions [2] - A PwC survey indicates that over half of companies are facing increasing pressure for sustainable reporting rather than a reduction in regulatory scrutiny, reflecting a market-driven demand for enhanced transparency [2] Group 2 - Domestic ESG events show a collaborative evolution of policy tools and strengthened corporate responsibility, with the successful launch of the Fengyun-3 H satellite enabling high-precision global greenhouse gas detection, providing a data foundation for carbon emission accounting [3] - The National Energy Administration issued the "Energy Planning Management Measures" to strengthen the connection between energy activities and carbon emissions, while the Ministry of Ecology and Environment released a carbon market report highlighting the effectiveness of emission reduction policy tools [3] - The national carbon market achieved a record high in transaction volume, and the call for methane emission control to be included in the ESG framework underscores the need for data standardization [3]