ESG市场观察周报：国内落地ESG债券国标，海外加码气候风险与能效投资-20260126

• The first ESG national standard in China's financial sector, "Environmental, Social and Governance Evaluation Framework for Bond Issuers," was officially released and will be implemented on April 1, 2026[10] - The standard follows four major compilation principles and constructs a three-tier system of "evaluation sub-items—dimensions—topics," including 3 sub-items, 11 dimensions, and 33 topics, providing a unified evaluation guide for the market[10] - The Ministry of Ecology and Environment and other three departments jointly issued the "Guiding Opinions on Strengthening the Graded Management of Atmospheric Environmental Performance in Key Industries," establishing a "1+1+1+N" management system[11] - The Ministry of Industry and Information Technology (MIIT) will focus on optimizing supply and demand, strengthening brands, and consolidating the industrial foundation to promote the green and intelligent development of the consumer goods industry[12] - The European Central Bank (ECB) announced new priority areas to incorporate climate and nature-related risks into its activities, including assessing banks' green economy transition plans and analyzing their ability to cope with physical risks from climate change[13][14] - The UK government launched the "Warm Homes Plan," the largest home upgrade plan in history, with an investment of 15 billion pounds to help households reduce energy bills through clean energy technologies and energy efficiency upgrades[15] - Allianz Investment launched a $1 billion emerging market climate fund to mobilize large-scale private investment to support the goals of the Paris Agreement and accelerate the achievement of the United Nations Sustainable Development Goals[16] - The domestic 300ESG index fell by 0.89%, while the SEEE Carbon Neutral Index rose by 0.70%[2] - The price of domestic CEA rose to 81 yuan/ton, and the price of EU EUA remained at 88 euros/ton[2] - The low-carbon support sector saw a net outflow of 66.3 billion yuan, with a net inflow rate of -1.42%[2]