当"双碳"目标成为全球经济转型的核心坐标，当ESG理念从价值倡导转化为企业治理的刚性要求，中国 寿险业的可持续发展正从理念普及迈向纵深实践。 值"7.8 全国保险公众宣传日"即将来临之际，中国平安人寿保险股份有限公司（下称"平安人寿"）发布 《2024年可持续发展报告》（下称《报告》），将ESG三大支柱（环境、社会、治理）拆解为可感知、 可落地的"五心"实践体系，展现出大型险企将社会责任深度融入战略肌理的探索成果。 在平安人寿看来，可持续发展已是关乎长期生存的战略必答题。这份以"五心"为框架的《报告》，本质 上是将ESG理念转化为企业治理语言的系统工程。通过战略"决心"确立可持续发展的坐标系，以公司治 理"精心"夯实制度根基，用绿色"匠心"开辟生态路径，坚定服务国家的"恒心"书写"五篇大文章"，践行 企业社会责任"关心"各方，五维一体构建起寿险业可持续发展的"平安范式"。 回首平安人寿的2024年，从5.54万亿元总资产的规模基底，到1127亿元绿色投资的布局力度，再到覆盖 75个城市的养老服务……《报告》披露的每一组数据都印证着平安人寿在可持续发展道路上从战略规划 到落地执行的坚实步伐。 锚定可持续发展坐标 ...

Core Viewpoint - The Guangdong Province has launched the 2025 Green Finance Reform and Innovation Promotion Cases, showcasing 50 innovative projects aimed at supporting green low-carbon transformation and sustainable development in various industries [1][2][3]. Group 1: Overview of the Initiative - The initiative was guided by multiple governmental bodies, including the People's Bank of China Guangdong Branch and the Guangdong Provincial Development and Reform Commission, and involved a three-month case collection process [1][4]. - A total of 256 case submissions were received from 21 cities in Guangdong, with 50 cases selected for promotion [1][2]. Group 2: Innovative Practices - The selected cases demonstrate leadership in using financial tools to support green transformation across various sectors, including energy, construction, and biodiversity [2][3]. - Notable innovations include the first green loans for the cement industry and energy efficiency-linked loans for power plants, highlighting Guangdong's pioneering role in green finance [2][3]. Group 3: Standards and Cross-Border Innovations - Guangdong introduced the first financial standards for the ceramic industry, facilitating its low-carbon transition [3]. - The province also achieved a national first with cross-border ESG data transactions, enhancing the flow of green data [3]. Group 4: Multi-Departmental Coordination - The initiative involves diverse stakeholders, including banks, trusts, and green enterprises, with a total of 112 entities participating in the selected cases [4]. - A coordinated mechanism among various government departments is essential for the development of green finance, as highlighted by the recent action plan issued by the People's Bank of China Guangdong Branch [4]. Group 5: Future Directions - The People's Bank of China plans to enhance the replication and promotion of these cases, aiming to establish a "industry + finance" model for green finance in Guangdong [5].

Core Viewpoint - The article emphasizes the transformation of Shanghai Rural Commercial Bank into a key player in green finance, aligning with national strategies for carbon neutrality and regional integration in the Yangtze River Delta, while fostering innovation and collaboration across various sectors [1][2][4]. Green Finance Development - Shanghai Rural Commercial Bank has established a comprehensive green finance system, integrating top-level design and organizational structure into its strategic development plan, aiming to become the most environmentally friendly bank in the Yangtze River Delta [2]. - The bank has initiated a green finance business management system, utilizing big data for intelligent identification of green projects and precise assessment of environmental benefits [2]. - By the end of Q1 2025, the bank's green financing scale is expected to exceed 1.2 trillion yuan, with an annual compound growth rate of over 60% in green credit over the past three years, leading the national rural financial institutions [3]. Value Co-Creation - The bank actively integrates local experience with green finance and ESG principles, supporting rural green revitalization projects that significantly reduce carbon emissions and promote sustainable agriculture [3]. - Innovative green financial products have been launched, including the first chemical industry transformation loan and various ESG-focused loans, addressing comprehensive financial needs for ecological restoration and green carbon reduction [3]. Collaborative Ecosystem - Shanghai Rural Commercial Bank has signed the UNEP FI's Responsible Banking Principles, launching the "Green Xin Tong Zhou" brand to promote a collaborative approach to sustainable development [4]. - The bank's "Xin Ecosystem" initiative aims to create a collaborative financial ecosystem by integrating various stakeholders, enhancing resource allocation, and addressing climate and ecological challenges [4][10]. Innovation in Technology Finance - The bank has developed a comprehensive support system for technology enterprises, providing loans to nearly 4,500 tech firms, with a total loan amount exceeding 1.2 trillion yuan, significantly supporting small and medium-sized enterprises [8][9]. - The "Xin Dong Neng" strategy has evolved to offer a full-cycle, multi-dimensional service model, enhancing collaboration with government and financial institutions to foster innovation [9][10]. Regional Integration - Shanghai Rural Commercial Bank has taken significant steps in regional integration by establishing branches in the Yangtze River Delta and investing in local banks, aligning with national development strategies [11][12]. - The bank's subsidiary, Changjiang United Financial Leasing, focuses on modern manufacturing and green leasing, contributing to the development of a modern industrial system [12].

Core Viewpoint - The article highlights the efforts of Jiujiang Bank in promoting green finance and supporting ecological transformation in Jiangxi province, particularly along the Yangtze River Economic Belt, through innovative financial products and services aimed at sustainable development [1][2][3]. Group 1: Green Finance Initiatives - Jiujiang Bank established Jiangxi's first green finance division in 2017 and has since integrated ESG principles into its operations, enhancing its green finance management system [2][3]. - The bank has issued a total of 4.05 billion yuan in carbon reduction loans, resulting in a reduction of 82,187.5 tons of CO2 equivalent emissions [2]. - As of the first quarter of 2025, the bank's green loan balance reached 40.468 billion yuan, accounting for 12.81% of total loans, with an increase of 1.98 billion yuan since the beginning of the year [2]. Group 2: Collaboration and Recognition - Jiujiang Bank is recognized as a leader in green finance in Jiangxi, being the first to join the Hong Kong Green Finance Association and sign the UN Principles for Responsible Banking [3]. - The bank has participated in international forums and conferences, sharing its experiences in green finance while learning from global best practices [3]. Group 3: Focus on Key Areas - The bank has directed green credit towards various ecological projects, including land restoration and water environment management, with a total green loan balance of 4.9 billion yuan for these initiatives [4]. - Jiujiang Bank has partnered with local enterprises to develop flexible financing solutions for the new energy shipbuilding sector, successfully approving a 100 million yuan credit for a local shipping company [4]. Group 4: Innovative Financial Products - The bank has introduced sustainable finance products like "Carbon Effect Loan," linking loan interest rates to companies' carbon emissions performance, thereby encouraging low-carbon practices [6]. - By the first quarter of 2025, the bank had issued 235 million yuan in loans through its innovative products, benefiting 40 small and medium-sized industrial enterprises [6]. Group 5: Commitment to Future Development - Jiujiang Bank aims to continue increasing its green credit offerings, supporting the green, low-carbon, and high-quality development of the Yangtze River Economic Belt [5][6].

6月26日，第十四届中国（广州）国际金融交易•博览会（下称"金交会"）在广州琶洲展馆举行。广州越 秀资本控股集团股份有限公司（下称"越秀资本"）携旗下越秀租赁、广州资产、越秀产业基金、越秀产 业投资、广州期货、越秀担保、越秀金科连续十四年参加金交会。 自2012年成立以来，越秀资本深入谋划构建多元金融产业格局，现已形成"融资租赁、不良资产管理、 投资管理+战略投资中信证券"的"3+1"核心产业结构。公司认真贯彻党中央关于做好金融"五篇大文 章"和省委"1310"具体部署、市委"1312"思路举措要求，坚持以"金融服务实体经济，推动高质量发 展"为导向，深耕粤港澳大湾区，以绿色、普惠、科技为服务国家战略、支持实体经济发展的切入点和 着力点，深化创新发展和产融协同，提升综合金融服务能力，更好触达和满足实体企业多元金融需求， 助推实体经济和新质生产力发展。 此次金交会，越秀资本充分展示了聚焦服务国家"碳达峰、碳中和"、科技自立自强、乡村全面振兴和省 市制造业当家、立市等重大战略所取得的发展成果。 向"绿"深耕：围绕光伏、风电等清洁能源领域打造了绿色资产"开发运营"和"投资管理"双平台，持续丰 富绿色金融产品，绿色金 ...

近日，国务院办公厅发布《关于做好金融"五篇大文章"的指导意见》（下称《指导意见》），再次强调推动做好科技金 融、绿色金融、普惠金融、养老金融、数字金融"五篇大文章"，明确保险机构要加强对金融"五篇大文章"重点领域的保险保 障和投融资支持，助力金融体系全面升级与创新。 作为国内首家带有"养老"字样的持牌金融机构，平安养老险积极响应政策号召，做好金融"五篇大文章",努力为客户打造"省 心、省时、又省钱"的极致体验。 深耕养老金融全方位布局养老三支柱 近几年，养老金融行业快速发展，已经进入转型关键期。《指导意见》特别强调，服务多层次、多支柱养老保险体系发 展，为建立企业年金或职业年金的单位及其职工以及个人养老金参加人提供更加便捷的金融服务。加强养老资金投资管 理，推动实现养老金稳健增值。大力发展商业保险年金，探索与健康、养老照护等服务有效衔接。 平安养老险深度参与国家养老三支柱建设，依托专业能力，为企业和个人提供多层次、多样化的养老金融服务。 在第一支柱方面，早在2016年，平安养老险已成为首批基本养老保险基金证券投资管理机构，目前管理着多个现金管理类 和固定收益类基金组合，有效助力基本养老基金稳健运营与保值增值。 ...

每万元GDP能耗从2017年的0.52吨标煤下降到了2024年的0.40吨标煤，全市绿色信贷余额由2017年的 369.5亿元跃升到2024年的4098亿元，绿色贷款占全部贷款比重达到33.9%，高于全国平均近20个百分 点。这是浙江湖州自2017年6月正式获批全国首批绿色金融改革创新试验区后最新的"成绩单"。 记者了解到，该行采取了动态的"识绿"策略，不仅支持"发展绿"，建立了ESG风险评估模型，金融数据 引擎接口推送数据，监测ESG评价变化，制定差异化信贷方案，辅助融资决策，引导企业绿色低碳转 型；还要评价"绿多久"，系统接口持续跟踪企业核心经营数据、能源使用、环境污染、司法诉讼和碳排 放数据等，对行内信用管理预警系统暂未覆盖的环境违法信息等风险预警信息能进行及时提示，防范风 险。 有了"绿色专业模型"的支撑，还需要有"绿色信贷专用系统"保障绿色识别、评价、测算、管理、推送、 预警和统计。为此，农业银行湖州分行通过深入对接市级应用"绿贷通""金融数据引擎"等平台，成功开 发上线国有银行首个绿色金融大数据平台。在农总行、农行浙江省分行的支持下，系统应用打通了与该 行信贷系统的直连，并经过多次的迭代升级，由原 ...

做好绿色金融大文章，金融机构需要因地制宜，结合所在区域情况，内外兼修，不断提升绿色金融服务 能力，充分理解绿色金融的内涵和其积极作用，避免"为了做绿色而做绿色"。应在相关主体符合信贷准 入条件的前提下，结合经营主体发展所处阶段，发挥绿色金融助推和引导的"双驱动"作用，让绿色金融 真正成为绿色产业发展的"助推器"和"导航仪"。 打铁必需自身硬。要想做好绿色金融，金融机构需要从自身绿色金融服务意识和能力提升入手，有条 件、有基础的机构可设立专门的绿色金融服务团队，同时，要与日常业务紧密结合，不能让"绿色"和业 务里外"两张皮"。 记者在湖州采访时发现，农业银行湖州分行从自身做起，2024年全行自身运营碳排放量4439.11吨，较 上年度下降77.4吨，人均碳排放3.6吨，较上年度下降0.16吨。该行还持续推进自有建筑光伏发电项目建 设，目前，该行共有包括分行在内的五处场所屋顶光伏发电项目已实现并网，今年已累计发电10.47万 度，实现减碳60余吨。在持续推动自身绿色转型的同时，该行全面强化绿色金融服务能力，从建立"绿 色专营体系"到打造"绿色专业模型和专用体系"；从创新"绿色专用产品"到完善"绿色专享政策"，该行 ...

交流会期间，诺欧商学院商务孔子学院也宣布成立欧中企业俱乐部，并介绍其宗旨及未来发展愿 景，该组织将致力于在中法经贸领域展开高端对话、专题讲座与文化交流，推动双边合作互信。此次活 动标志着欧中企业俱乐部的正式成立，也为中法双方搭建了一个高效务实的合作桥梁。未来，欧中企业 俱乐部将依托于将诺欧商学院商务孔子学院，持续组织系列主题交流活动，推动可持续发展理念下的跨 文化企业协同与产业合作。 活动以"可再生能源与温室气体减排"为主题，吸引了来自中法两国能源行业、教育科研机构、企业 界和投资领域的近100名代表出席，包括法国技术科学院名誉院长、法国电力集团前总裁顾问伊夫·班伯 格，法国电力运营商Enedis董事弗雷德里克·拉朱等。中国建设银行巴黎分行、中国银行巴黎分行、中广 核欧洲能源公司、法国能源企业Fengtech、法国阳光新能源企业SolaNer及欧中商务中心代表出席了活 动。 与会中法企业代表分别探讨了能源系统演变的发展趋势，并指出中法两国在能源转型过程中存在广 阔的合作空间。参会法国能源企业就其在与中国企业协同推进绿色能源创新方面的成功经验进行了介 绍，同时呈现了法国绿色数据中心及可再生能源先行企业的实践案例 ...

2025年06月26日 国泰君安期货商品研究晨报-绿色金融与新能源 观点与策略 | 镍：远端镍矿端预期松动，冶炼端限制上方弹性 | 2 | | --- | --- | | 不锈钢：供需边际双弱，钢价低位震荡 | 2 | | 碳酸锂：仓单矛盾仍存，震荡走势延续 | 4 | | 工业硅：仓单持续去化，短期偏震荡 | 6 | | 多晶硅：继续逢高空配思路为主 | 6 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 2025 年 6 月 26 日 镍：远端镍矿端预期松动，冶炼端限制上方弹性 3）根据钢联资讯，海外媒体报道印尼某重要金属加工园区内一座镍冶炼厂已恢复生产。今年 3 月该 请务必阅读正文之后的免责条款部分 1 不锈钢：供需边际双弱，钢价低位震荡 张再宇 投资咨询从业资格号：Z0021479 zhangzaiyu@gtht.com 【基本面跟踪】 镍基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- ...