ESG市场观察周报：节能减排补助实施延至2030年，氢能与充换电设施获明确支持-20260323

• The report primarily focuses on ESG market dynamics, including domestic and international ESG index performance, carbon pricing trends, and green transition sector fund flows[2][17][18] - Domestic ESG indices showed mixed performance, with the SEEE Carbon Neutral Index experiencing short-term volatility (-5.16% weekly) but maintaining strong long-term growth (+31.07% over the past year)[17][19] - International ESG indices demonstrated relative resilience, with the S&P 500 ESG Index declining less (-1.77% weekly) compared to the benchmark S&P 500 Index (-1.89% weekly)[18][19] - Carbon pricing trends indicate a slight decrease in both domestic CEA prices (80 RMB/ton, -2 RMB weekly) and EU EUA prices (67 EUR/ton), with the price gap narrowing to 452 RMB/ton[24][25] - Green transition sectors faced increased net fund outflows, totaling 1794 billion RMB, with the "low-carbon core" and "transition subject" categories experiencing the most pressure[29][30][33]