招商ESG衍生品月度观察（8）：气候变化或使历史极端天气成为新常态，关注对农业、电力的影响

The provided content does not include any quantitative models or factors related to the task requirements. The document primarily discusses climate change, its impact on agriculture and energy, and market dynamics in the carbon and electricity sectors. There are no mentions of quantitative models, factor construction, or backtesting results.