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ESG热点周聚焦(8月第1期):可持续信息鉴证接轨国际准则
Guoxin Securities·2025-08-06 06:39

Core Insights - The report highlights the simultaneous trends of regulatory strengthening, technological innovation, and capital expansion in the overseas ESG landscape, with significant events such as the antitrust investigation against SBTi and CDP in Florida, the introduction of voluntary disclosure standards for SMEs by the EU, and Japan's carbon quota allocation framework for manufacturing [2][6][24] - In the domestic ESG context, the report emphasizes a collaborative advancement of policy-driven initiatives, market deepening, and industrial upgrading, including the issuance of a heavy metal environmental safety action plan and the establishment of a national-level zero-carbon park initiative in Shanghai [2][24][25] Overseas ESG Events - The report details various overseas ESG developments, including Climeworks testing a mobile DAC device in Saudi Arabia, Boomitra launching a biomass carbon removal project in Botswana, and Google's investment in a green data center in India [2][6][21][23] - Significant capital movements are noted, such as CRH's acquisition of Eco Material for $210 million to enhance its sustainable cement supply chain and Barclays Bank's sustainable finance revenue reaching $66.6 billion [2][6][24] Domestic ESG Events - The report outlines key domestic ESG events, including the issuance of over 1.371 billion green certificates by the National Energy Administration and the establishment of a sustainable information verification standard by the China Association of Public Companies [2][24][30] - The report also mentions the launch of a parenting subsidy program benefiting 20 million families, aimed at reducing child-rearing costs [2][26] Academic Frontiers - The report highlights significant academic contributions, such as a study published in "Science" on plant-soil feedback mechanisms for sustainable agriculture, and a new method for quantifying methane emissions from landfills published in "Nature Climate Change" [2][40][46]