如何应对东道国气候风险，筑牢海外投资安全网？

Core Viewpoint - China's outbound direct investment (ODI) is expanding significantly, with 52,000 overseas enterprises established in 190 countries by the end of 2024, including 19,000 in Belt and Road Initiative countries. However, climate risks in host countries are increasingly impacting the safety of these investments, as global temperatures have risen approximately 1.55°C above pre-industrial levels, surpassing the 1.5°C target set by the Paris Agreement, highlighting the urgent need for climate risk management [1]. Group 1: Climate Risks Faced by Chinese Outbound Investment - Chinese outbound investment enterprises face three main climate risk impacts: physical risks that increase operational costs and weaken investment willingness, regulatory challenges from stricter environmental regulations, and limitations imposed by the rising demand for green products and stricter ESG standards [2][3][4]. - Physical risks from climate change lead to higher operational costs due to increased disaster preparedness investments and disruptions in supply chains, which can reduce production efficiency and product delivery [2]. - Stricter environmental regulations in developed economies impose higher compliance costs and technological upgrade pressures on Chinese enterprises, while many developing economies lack the capacity to adapt to climate change, increasing potential investment risks [2][3]. Group 2: Recommendations for Enhancing Investment Quality and Resilience - To effectively address climate risks in host countries and enhance the quality and resilience of China's outbound direct investment, it is recommended to strengthen corporate climate risk management capabilities and stabilize investment willingness [4][5]. - Companies should integrate climate risk assessments into their investment decision-making processes and develop emergency response plans for extreme weather events to mitigate risks from the outset [5]. - Promoting supply chain resilience through diversified and alternative supply networks, as well as leveraging digital supply chain management technologies, is essential to ensure operational continuity [5]. - Enhancing employee health and efficiency management by implementing protective measures against high temperatures and providing climate adaptation skills training can help mitigate the impact of climate disasters on labor productivity [5]. Group 3: Policy Coordination and Financial Support - Strengthening international policy coordination and cooperation mechanisms is crucial for optimizing the cross-border investment environment, including establishing regular dialogues on ecological and environmental policies with developed economies [6][7]. - Developing targeted fiscal and tax support policies for investments in disaster protection, energy-saving equipment, and low-carbon technology can guide enterprises towards a green transition [8]. - Enhancing ESG management capabilities among enterprises and aligning with international ESG disclosure standards will improve transparency and build trust with international investors [8].