2025年全球企业净零行动在曲折中继续前行

Core Viewpoint - The article discusses the ongoing challenges and progress in global corporate net-zero actions, highlighting the importance of integrating net-zero commitments into core business strategies to achieve necessary decarbonization goals by 2025 and beyond [1][2][3]. Group 1: Global Corporate Net-Zero Actions - In 2025, major banks like Goldman Sachs and Citigroup withdrew from the UN-supported Net-Zero Banking Alliance, leading to its cessation and reflecting setbacks in sustainable development efforts [2][3]. - Some large companies, such as Morrisons and Equinor, have postponed or weakened their climate targets, indicating challenges in maintaining firm commitments amid geopolitical and economic uncertainties [2][3]. - Despite setbacks, 41% of the world's largest 2000 companies have set net-zero targets covering their entire value chain, up from 27% in 2021, with European companies showing the most significant growth [3][15]. Group 2: Trends in Corporate Sustainability Practices - A notable trend is the rise of "greenhushing," where companies focus on actual emissions reductions while minimizing public disclosures to avoid scrutiny [4][5][16]. - The number of companies with verified near-term reduction targets has increased by 97% compared to the end of 2023, with those setting both near-term and net-zero targets rising by 227% [3][15]. Group 3: China's Corporate Net-Zero Actions - Chinese companies exhibit strong momentum in net-zero transitions, driven by improved policies and disclosure systems, making China a vibrant market for corporate net-zero actions [6][17]. - The Chinese government has been enhancing its sustainability and disclosure frameworks, aligning with international standards, which helps reduce compliance costs for companies [6][17][19]. - The number of Chinese companies with science-based targets grew by 228% from the end of 2023 to mid-2025, the highest increase globally [7][18]. Group 4: Future Outlook for Corporate Net-Zero Actions - The corporate net-zero actions are expected to accelerate and deepen due to evolving regulatory frameworks, advancements in digital technologies, and clearer business return logic [9][20]. - The shift from viewing net-zero actions as a cost to recognizing them as strategic choices with tangible returns is becoming evident, as companies enhance energy efficiency and reduce operational costs [10][21].