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【商道论衡】 ESG:一种追求熵减的投资理念
Zheng Quan Shi Bao· 2025-09-22 21:32
Core Insights - The article emphasizes the importance of ESG (Environmental, Social, and Governance) investment as a means to inject "negative entropy" into various industries, promoting green projects and sustainable development [2][4] - It discusses the relationship between capital input and the enhancement of order within economic systems, suggesting that ESG investments can facilitate efficient capital circulation and address environmental and social issues [2][3] Group 1: ESG Investment and Negative Entropy - ESG investment focuses on green and low-carbon projects, aiming to channel capital energy into financing parties, thereby promoting clean energy production and technological upgrades [2][4] - The concept of negative entropy is introduced as a way to describe the orderly state achieved through external energy input, which is crucial for the sustainability of life systems [2][3] Group 2: Capital and System Dynamics - The article highlights that the interaction between systems and external entities can slow down the loss of ordered energy, suggesting that capital can play a role in enhancing system order [2][3] - Continuous capital input leads to repeated productivity movements that enhance the order of green projects, thereby expanding the depth and breadth of economic and social development [2][3] Group 3: Investment Philosophy and Practices - ESG investment is portrayed as a process aimed at achieving mutual negative entropy between investors and investees, integrating environmental, social, and governance factors into the entire investment lifecycle [4][5] - The integration of social impact investment principles into ESG investment can help balance financial returns with environmental value creation, promoting a more holistic approach to investment [4][5]