登录新浪财经APP 搜索【信披】查看更多考评等级 专题：对话ESG全球领导者 新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发展表现。点击 查看【 ESG评级中心服务手册】 文 | 新浪财经 李欣然 当前，在向更加绿色、更可持续的未来迈进的过程中，金融机构发挥着重要的作用。他们通过投融资来助力资本流向那些符合可持续发展理念的领域和行 业。可持续金融领域存在哪些风险和机遇？银行应如何将环境和社会等因素纳入日常投融资决策？AI的发展会对可持续金融产生哪些助益？就以上问题， 新浪财经对话荷兰国际集团（以下简称ING）全球可持续发展负责人Anne-Sophie Castelnau女士。 A：这个话题非常广泛，从一开始就是个很有现实相关性的问题。我们为什么如此关注它呢？实际上，我们一直秉持着以事实为依据的思路，高度重视针对 这个话题展开的真实研究以及从中得出的科学反馈。在长期的研究积累过程中，我们不断收集到了越来越多的数据，随着这些数据的不断丰富，一个结论逐 渐清晰地呈现在我们眼前，那就是当下的世界迫切需要实现一种经济模式的转变，向低碳经济转型 ...

中国经济报导：2025 年 6 月 2 日，伦敦 —— 一家管理规模超 2000 亿欧元的欧洲顶级资产管理机构今 日宣布，已完成对埃克森美孚（ExxonMobil）所有股权的剥离，成为首家因气候目标彻底退出这家石 油巨头的大型资管机构。 埃克森美孚方面回应称，公司正推进 200 亿美元低碳投资计划，包括碳捕获与氢能项目，"我们理解投 资者对气候议题的关注，但能源转型需要渐进过程"。 此举被视为全球金融行业加速向低碳经济转型的标志性事件。 资管机构响应《巴黎协定》 用资本投票支持气候行动 该资管机构在声明中表示，此次剥离决策基于其最新气候情景分析 —— 埃克森美孚的现有油气资产组 合与全球温控 1.5℃目标存在显著冲突。 "我们的投资决策必须与《巴黎协定》目标保持一致，" 首席可持续投资官约翰・安德森强调，"化石燃 料企业若不能快速转向清洁能源，将面临严重的资产减值风险。" 据披露，该机构此前持有埃克森美孚约 0.8% 的流通股，总市值约 12 亿美元。 此次剥离行动自 2024 年第四季度启动，通过大宗交易方式完成，未对市场造成显著冲击。 数据显示，这是该机构年内第二次大规模化石能源资产减持，此前已退出加拿大 ...

Core Insights - The collaboration between JinJing New Energy (01783.HK) and Jinko Energy aims to leverage their global channels, technological advantages, and recycling networks to promote the transition to a low-carbon economy [1][4] - The partnership is positioned to capitalize on the emerging trillion-level market for battery recycling as China enters a large-scale retirement phase for electric vehicle batteries [1][3] Group 1: Resource Integration and Market Expansion - Jinko Energy, a leading global energy storage manufacturer, has demonstrated strong performance in large-scale energy storage systems, with its latest product, the Blue Whale SunTera G3, featuring a capacity of 6.25MWh [2] - Jinko's parent company has secured 16 overseas projects in 2024, with a total capacity of 3.65GWh in new energy storage registrations, indicating significant market presence [2] - The estimated market value of the recycling space per GWh is approximately 228 million yuan, suggesting that Jinko's new storage registrations could yield a disposal value of 365 million yuan [2] Group 2: Industry Opportunities and Strategic Positioning - The global energy storage market is expected to grow significantly, with IRENA predicting a market size of 793GWh by 2029, driven by the demand for wind and solar energy storage [3] - JinJing New Energy has established a mature recycling network across 28 countries, enhancing its position in resource recycling and utilization [4] - The collaboration will create a closed-loop system of "recycling-reuse-storage," allowing Jinko to provide a stable source of retired batteries for JinJing, thereby increasing the value of recycled materials [4] Group 3: Synergistic Empowerment and Global Expansion - The partnership not only aims for market expansion but also seeks to create economic benefits while injecting sustainable momentum into China's renewable energy industry [5] - Jinko plans to rank among the top three in the energy storage industry within 3 to 5 years, relying on global and localized service integration [6] - The collaboration serves as a model for overcoming challenges faced by Chinese energy storage companies in international markets, such as certification barriers and localization issues [6][7] Group 4: Long-term Value Creation - This partnership signifies a shift from single product exports to a model that combines "system solutions and global service capabilities," enhancing the competitive edge of Chinese energy storage firms [7] - The successful implementation of this model could lead to further expansion into various segments of the renewable energy market, strengthening China's bargaining power in the global green energy supply chain [7] - The collaboration is expected to be a key driver for the global low-carbon economy, creating long-term value for investors [7]