从初期探索到万亿元市场 发展绿色租赁正当其时

Core Viewpoint - The development of green leasing is gaining momentum across the country, driven by the dual carbon goals and the need to support the real economy while promoting industrial upgrades [1] Group 1: Policy and Framework - The "14th Five-Year Plan" emphasizes the importance of green development, aiming for carbon peak and carbon neutrality, and integrating carbon reduction, pollution reduction, and green growth [1] - The central government has outlined a clear roadmap for green financing, including green equity financing and leasing, as key areas for financial tool development [3] - Recent regulatory frameworks encourage financial leasing companies to engage in green projects, expanding their business scope to include renewable energy and related technologies [3][4] Group 2: Industry Trends and Growth - Green leasing has become a core engine for industry transformation, with total assets in the sector growing from less than 500 billion yuan in 2020 to over 1 trillion yuan by the end of 2024, accounting for nearly one-quarter of the financial leasing industry's total assets [4] - The service ecosystem for green leasing is maturing, expanding from traditional renewable energy to emerging sectors like energy storage and computing power [4] - Financial leasing companies are diversifying their service offerings, including green ship leasing and energy-efficient equipment rentals, to meet the evolving needs of the market [4][5] Group 3: Future Outlook - The industry aims for green leasing assets to exceed 30% of total assets by 2030, reflecting a commitment to supporting green transformation and aligning with national strategic directions [5] - Companies are focusing on enhancing the precision of green financial services and expanding product offerings to cater to diverse financing needs in the green sector [4][5]