ESG热点周聚焦（6月第2期）：“碳中和”博览会开幕，应用驱动绿色转型

Core Insights - Global ESG development is centered around carbon reduction, focusing on carbon capture, green energy, and optimizing production technologies, supported by green financial products and policy adjustments to address climate change and promote sustainable development [2][6] - In the green finance sector, Schneider Electric appointed a Chief Sustainability Officer to drive sustainable development strategies; InnoEnergy plans to reduce 2.3 million tons of CO2 equivalent by 2030; TotalEnergies acquired UK solar and battery project pipelines; ScottishPower is upgrading the UK grid; and Rome's Fiumicino Airport launched Europe's largest electric vehicle battery storage system [2][6] - In Japan, offshore blue carbon research has been initiated to explore marine plants' ability to absorb and store CO2; Schneider Electric's Dubai low-carbon building project is expected to reduce energy use by 37% and CO2 emissions by 572 tons [2][6] - 80% of US companies and multinationals are readjusting their ESG strategies in response to policy changes, with the Trump administration taking steps to overturn ESG investment rules for retirement plans [2][6] Domestic ESG Highlights - Significant progress has been made in China's ESG sector regarding policy promotion, green finance innovation, carbon neutrality and reduction actions, and environmental protection [2] - The State Council has implemented regulations to establish a unified horizontal ecological compensation mechanism by 2027 for the Yangtze and Yellow River basins; the National Railway Administration is soliciting public opinions on the management regulations for retrofitting old diesel locomotives [2] - China's first national standard for green data centers has been implemented to guide low-carbon construction; five departments are promoting the 2025 New Energy Vehicle initiative to enhance the adoption of electric vehicles and charging infrastructure [2] - The balance of green loans in China has exceeded 40 trillion yuan, providing financial support for green industry development [2] Academic Frontiers - A 2025 study published in "arXiv" found that ESG characteristics significantly impact the monetary policy transmission mechanism, based on high-frequency data analysis from 2005 to 2025 [4] - Research published in "Nature" in May 2025 indicates that air pollutants significantly affect the global methane budget, based on atmospheric chemistry data from 2005 to 2021 [4] - A study published in "Environment, Development and Sustainability" in June 2025 found that ESG rating divergence significantly increases stock market mispricing in China from 2015 to 2022, exacerbating investor disagreement and emotional volatility [4]