Group 1 - The Trump administration's skepticism towards global warming has led to a withdrawal or delay of decarbonization investment plans globally [2][4] - In 2024, decarbonization-related investments in the US, EU, and UK are expected to remain flat or decrease compared to 2023, while China is projected to see a 20% increase [4][6] - Major companies like BlackRock have exited international investment alliances aimed at promoting decarbonization, reflecting a shift in attitude towards ESG investments [4][6] Group 2 - The number of shareholder proposals in the US has decreased, with a 13% drop in the first half of 2025 compared to the previous year [6] - The SEC's regulatory changes have made it easier to dismiss shareholder proposals that are less relevant to company performance, leading to an increase in proposals not reaching the voting stage [6] - External factors such as the Ukraine conflict have contributed to instability in energy supply, further complicating the decarbonization investment landscape [6]
中国在脱碳投资领域一枝独秀