《洞见ESG》3月刊：2025年绿色发展风向标

Regulatory Insights - The State Council approved the draft amendment to the "Interim Regulations on Express Delivery," promoting green transformation in express packaging [2] - A timeline for mandatory green electricity consumption was established, with key industries like steel facing hard indicators for green electricity consumption [2] - A joint document was issued by multiple ministries to promote voluntary disclosure of corporate greenhouse gas emissions [2] - The National Energy Administration announced plans to align green certificate standards with international norms to support green trade for enterprises [2] Cover Article - The Minister of Ecology and Environment highlighted the significant changes in national ecological environment over the past decade, illustrated by two air filter membranes [3] - The balance between ecological protection and economic growth was a focal point during the National People's Congress, with discussions on the "Two Mountains" theory [3] - A call for policies to guide waste utilization into a virtuous cycle was made by a member of the National Committee of the Chinese People's Political Consultative Conference [3] - A proposal for establishing special funds and technical rewards for carbon capture technology was discussed to promote breakthroughs and industrial application [3] Government Work Report - The 2025 government work report emphasized the need for coordinated efforts in carbon reduction, pollution control, and green growth to accelerate comprehensive green transformation of economic and social development [4] - A representative from Longi Green Energy stressed that private enterprises should adopt a more sustainable investment perspective and increase technological investment in the photovoltaic sector [4] Industry Insights - The EU's "Omnibus Package" aims to simplify sustainable disclosure requirements, prompting Chinese companies to enhance their ESG strategies [4] - The first batch of voluntary carbon emissions reductions (CCER) was registered, with a market value exceeding 800 million yuan [4] ESG Pioneers - Yili Group is recognized for its transition from a "zero-carbon factory" to a global model, leading the industry in sustainable development [5] - The Senior Vice President of PepsiCo's Asia-Pacific supply chain discussed how green accelerators can drive business and ecological win-win scenarios amid climate change challenges [6] - The Vice President of GoodWe highlighted the trend of multi-energy complementarity in the future development of renewable energy [6] - The CEO of Diginex discussed the shift of ESG from compliance requirements to a core business strategy in global capital markets [6]