绿色金融产业景气度持续扩张 | 金融与科技

Core Viewpoint - The green industry is experiencing a slight recovery in September 2025, with continued expansion and positive indicators in various sectors [6][7]. Group 1: Green Industry Performance - The Green Prosperity Index (GPI) for September 2025 is 50.94%, reflecting a slight increase of 0.3 percentage points from the previous month [7]. - The new orders index remains above the critical point, while the export index has risen to a one-year high, increasing by 5.7 percentage points [10]. - Production and capacity utilization indices have improved, indicating a recovery in supply, with production index up by 1.4 percentage points and capacity utilization index up by 4.6 percentage points [10]. - The procurement index has increased by 10.8 percentage points, showing heightened purchasing activity in the green industry [10]. Group 2: Cost Pressures and Financial Conditions - The cost index has risen by 2.5 percentage points, indicating increased cost pressures primarily due to rising prices of raw materials, transportation costs, and labor supply issues [10]. - Despite the cost pressures, the overall cost index remains at a relatively low historical level, consistent with recent trends in the Producer Price Index (PPI) [10]. Group 3: Sector-Specific Insights - The green manufacturing and renewable energy generation sectors are both experiencing a simultaneous increase in their prosperity indices, with green manufacturing up by 5.5 percentage points and renewable energy generation up by 6.3 percentage points [15]. - Policies supporting the development of green high-end energy equipment and promoting the consumption of renewable energy are contributing to the recovery in these sectors [19]. Group 4: Small and Medium Enterprises - The prosperity index for small and medium-sized green environmental enterprises has improved to 54.2%, an increase of 3.4 percentage points from the previous month [21]. - In contrast, larger green environmental enterprises have shown a decline in their prosperity indices, although they remain above the threshold of expansion [21].