ESG市场观察周报：央行加码“五篇大文章”与碳减排工具，欧盟强化金融ESG监管-20260119

• The People's Bank of China (PBOC) held its 2026 work meeting, focusing on improving the "Five Major Articles" in finance, which include technology, green finance, inclusive finance, pension industry, and digital economy[10] - The PBOC announced the expansion of the carbon reduction support tool to include projects with direct carbon reduction effects, such as energy-saving renovations and green upgrades[11] - The Ministry of Industry and Information Technology (MIIT) and four other ministries jointly issued the "Guidelines for the Construction and Application of Industrial Green Microgrids (2026-2030)" to promote low-carbon transformation in industrial energy use[12] - The European Securities and Markets Authority (ESMA) released a report guiding investment companies to avoid "greenwashing" in sustainable investment strategies[14] - The European Union's three major financial regulatory agencies issued final guidelines to incorporate ESG risks into regulatory stress tests for banks and insurance companies[15] - The UK completed its largest offshore wind auction in history, awarding 8.4 GW of contracts for difference (CfD), with RWE securing the largest share[16] - The SEEE Carbon Neutral Index showed strong growth momentum, rising 8.20% over the past three months and 44.40% over the past year, leading domestic ESG theme indices[18][19] - The S&P Kensho Clean Power Index performed exceptionally well, rising 5.04% this week and showing strong long-term growth resilience[18][19] - The domestic carbon market's carbon emission allowance (CEA) price continued to rise, closing at 79 yuan/ton this week, with a total transaction volume of 296 million tons[25] - The European Union Allowance (EUA) price remained stable at 88 euros/ton, with the price difference between EUA and CEA slightly narrowing to 631 yuan/ton[25] - The low-carbon support sector saw the largest net outflow of 75.9 billion yuan, with a net inflow rate of -1.26%, while the low-carbon core sector had a net outflow of 41.6 billion yuan, with a net inflow rate of -1.97%[31] - The overall market net outflow was 276.4 billion yuan, with a net inflow rate of -1.59%[31] - The total number of ESG events recorded this week was 1,137, a decrease of 37.1% from the previous week, with positive events accounting for 53.0% and negative events accounting for 33.9%[40] - The electronics, pharmaceutical, and power equipment industries had the highest ESG event volume, accounting for 34.8% of the total events[46]