Core Insights - Global ESG policies and investments are advancing, presenting both challenges and opportunities. Japan has released its first report guidelines aligned with international sustainability standards, while France's National Climate Adaptation Plan proposes 52 measures to address climate change. The U.S. EPA has rescinded several environmental regulations to ease corporate burdens, and Germany's financial plan along with Tokyo's carbon credit trading highlights the role of green finance in sustainable development. Additionally, the U.S. rejection of the UN Sustainable Development Goals reflects differing national paths in sustainability [2][6][7]. - In China, as of March 2025, efforts are being made to systematically construct an ESG development framework through regional collaboration and top-level design. Shenzhen is leading the green transition with its ESG standard system, while Shanghai promotes low-carbon development through its carbon emission management measures. The National Energy Administration has issued guidelines to promote the high-quality development of renewable energy green power certificate markets [2][7]. - The total scale of ESG funds in China increased by 28.404 billion yuan in Q1 2025 compared to the end of 2024, indicating a recovery in market sentiment. Most domestic ESG funds achieved positive returns in March 2025, with average and median returns of 0.59% and 0.51%, respectively, particularly strong in equity mixed funds [2][25][22]. ESG Important Events - Japan has published its first sustainable development disclosure standards based on ISSB guidelines, marking a significant step for Japanese companies in sustainability reporting [6][7]. - France's National Climate Adaptation Plan outlines 52 measures to enhance climate resilience, focusing on infrastructure upgrades and energy structure optimization [6][7]. - The U.S. EPA announced the repeal of 31 environmental regulations, representing a significant deregulation effort in environmental oversight [6][7]. - Germany's financial plan includes a 500 billion euro proposal to support climate protection and energy transition, with 100 billion euros allocated to existing climate and transition funds [6][7]. Domestic ESG Fund Performance Review - As of March 2025, the total number of existing ESG funds in China is 660, with a total scale of 821.9 billion yuan, reflecting a 28.404 billion yuan increase from the end of 2024. The pure ESG fund scale is 49.858 billion yuan, accounting for 6.07% of the total [22][19]. - In March 2025, domestic ESG funds generally reported positive returns, with the average return at 0.59% and the median at 0.51%. The performance of equity mixed funds was particularly notable [25][24]. ESG Academic Frontiers - Research indicates that artificial intelligence (AI) can significantly mitigate the adverse effects of climate change across various sectors, including energy and transportation. AI applications can reduce manufacturing energy consumption by 30-50% and optimize traffic routes to cut carbon emissions by up to 60% [2][37].

广东湛江500千伏徐闻东输变电工程开工 为安全稳定地将新能源电力外送，建设500千伏徐闻东输变电工程迫在眉睫。据了解，500千伏徐闻东输 变电工程，计划今年12月建成投产，投运后可作为新能源汇集站，将风力发电和雷州乌石湾电厂的传统 火力发电"风火打捆"外送到大湾区，为能源低碳转型提供有力支撑，还能满足远期新能源并网、负荷增 长及网架优化的需要，有效助力广东省绿色经济、循环经济和低碳经济发展。 为推动500千伏徐闻东输变电工程高质高效实施，南网广东电网湛江供电局项目建设小组成立500千伏徐 闻东输变电工程临时党支部，让"支部建在项目上，党旗飘在工地上"，以党建引领助推工程建设跑 出"加速度"。面对地质条件复杂、交叉跨越作业多、高塔施工密集等困难和挑战，临时党支部全体党员 庄严承诺，充分发挥党支部战斗堡垒作用和党员先锋模范作用，以更加饱满的热情、昂扬的斗志、务实 的作风，投入到项目建设中，锚定目标攻坚克难，为湛江经济发展作出更大贡献。 3月7日，广东湛江500千伏徐闻东输变电工程正式开工。 近年来，湛江海上风电发展迅速，装机容量由2019年的19.8万千瓦增长至目前的150.15万千瓦。截至今 年1月底，湛江电源 ...