衡量国家ICT行业环境影响：Arcep案例研究（英）2025

Investment Rating - The report does not explicitly provide an investment rating for the ICT sector Core Insights - The ICT sector is responsible for 1.5 to 4 percent of global greenhouse gas emissions, surpassing the aviation industry's emissions [17] - The report emphasizes the need for comprehensive methodologies to measure the environmental footprint of the ICT sector to inform decision-making and digital investments [15][19] - Arcep's approach serves as a model for other regulators, highlighting the importance of collaboration and data-driven regulation to enhance sustainability efforts [41] Summary by Sections 1. Introduction - The ICT sector is at a critical juncture, contributing to climate change while driving digital transformation [17] - There is a significant gap in data collection regarding the environmental impact of the ICT sector, which hampers effective policymaking [18] 2. Mandate and Regulatory Modifications - Arcep, established in 2005, has expanded its responsibilities to include measuring the environmental impact of the ICT sector [23] - In April 2022, Arcep published its first annual survey on digital sustainability, becoming the first regulator to publish environmental data from telecommunications operators [26] 3. Compilation Processes - Arcep's data collection involves sending questionnaires to selected companies based on their market presence and revenue [43] - The data collected includes GHG emissions, energy consumption, and other environmental indicators, following ISO standards and the GHG Protocol [54] 4. Utilization of Data - Arcep's annual survey aims to inform stakeholders about the ICT sector's environmental footprint and encourage efficient measurement of environmental impacts [74] - The findings indicate a rise in operational GHG emissions, electricity consumption, and water use in the data center industry, highlighting the need for action [66][70]