ESG双周报第七十期：欧盟放宽车企碳排放规则，厦门发布ESG综合行动方案-20250518

Group 1: ESG Policy Developments - The European Parliament approved more lenient CO2 emission targets for passenger cars and vans, allowing manufacturers to average emissions over three years from 2025 to 2027, potentially leading to an additional 26 to 51 million tons of CO2 emissions[11] - Xiamen has become the fourth city in China to release a comprehensive ESG action plan, aiming to enhance ESG awareness and policy frameworks by 2027, with a target of 70% ESG information disclosure rate for listed companies[15][16] - The National Green Finance Committee (NGFS) released its first short-term climate scenario, focusing on the impact of climate change on economic stability over a five-year period[10] Group 2: Domestic ESG Initiatives - The Ministry of Finance is seeking public opinion on revisions to the International Sustainability Disclosure Standards, aiming to reduce reporting burdens while ensuring useful disclosures[13][14] - Shanghai's market supervision bureau issued guidelines to enhance carbon measurement systems, supporting the city's carbon peak and neutrality goals by 2025[17] - Fuzhou's industrial carbon peak implementation plan aims for a peak in CO2 emissions by 2030, focusing on energy efficiency and low-carbon technologies[20] Group 3: Market and Economic Considerations - Domestic and international ESG policy advancements are lagging behind expectations, contributing to a downward trend in macroeconomic conditions[22] - Historical data may not accurately predict future performance, emphasizing the need for cautious investment strategies in the ESG sector[22]