北京绿色金融与可持续发展研究院 绿色建筑与可持续规划中心 2026 年 1 月 版权声明 本报告版权归北京绿色金融与可持续发展研究院（北京绿金院）所有。本报告用于在特定领域 的研究与交流，未经北京绿金院授权，请勿转载、摘编或以其他方式使用其内容。如引用报告内容， 应清晰注明来源。如有内容或合作等问题，请通过如下电邮联系我们：info@ifs.net.cn 北京绿色金融与可持续发展研究院（北京绿金院）是一家注册于北京的非营利研究机构。我们 聚焦 ESG 投融资、低碳与能源转型、自然资本、绿色科技与建筑投融资等领域，致力于为中国与 全球绿色金融与可持续发展提供政策、市场与产品的研究，并推动绿色金融的国际合作。北京绿金 院旨在发展成为具有国际影响力的智库，为改善全球环境与应对气候变化做出实质贡献。 研究指导 马骏 北京绿色金融与可持续发展研究院 院长 课题组组长 张青林 北京绿色金融与可持续发展研究院 绿色建筑与可持续规划中心 主任 课题组成员 肖明智 北京绿色金融与可持续发展研究院 研究员 陆春华 北京绿色金融与可持续发展研究院 研究员 祝子翀 北京绿色金融与可持续发展研究院 助理研究员 致 谢 本课题立项及研究 ...

□ 李守伟徐勤村 绿色发展是中国式现代化的鲜明底色。当前，我国经济社会发展已进入加快绿色化、低碳化的高质量发 展阶段。党的二十届四中全会提出，"以碳达峰碳中和为牵引，协同推进降碳、减污、扩绿、增长，筑 牢生态安全屏障，增强绿色发展动能"，为绿色金融赋能气候治理提供了根本遵循与行动指引。 构建政策协同机制，提升制度保障效能。政策协同是破解气候治理碎片化难题的关键，需构建跨部门、 跨区域、跨层级的协同联动体系。包括完善顶层制度设计，推动环保、金融、气象等多部门数据共享， 为金融工具创新提供数据根基。强化财政金融政策联动，建立财政贴息、风险补偿、税收优惠的组合激 励举措，以更好支持绿色信贷发展、降低绿色债券融资成本等；设立气候风险补偿基金，按一定比例补 偿金融机构绿色信贷不良贷款，提高金融机构放贷积极性；将气候风险纳入金融机构宏观审慎评估框 架。健全跨区域协同机制，组建区域气候治理联盟，共享创新经验与资源，形成全域协同的治理格局。 深化市场工具创新，挖掘碳资产价值潜力。市场创新是释放气候治理内生动力的核心，需聚焦碳资产价 值转化，构建多元化、多层次的市场体系。其一，完善碳市场运行机制，优化碳配额分配方式，拓宽市 场 ...

深化京津冀协同发展，通州区将释放联动效能，更好发挥辐射带动作用。以通州区与北三县一体化高质 量发展为抓手，推动轨道交通22号线通州段基本具备开通条件。加快共建潮白河国家森林公园。拓展通 武廊协作深度，加速推进文商旅体跨域联动。深化通亦协同，打造东南部智造廊，提升台马协同区增长 动能和辐射效能。推进与大兴机场临空经济区、顺义临空经济区等周边地区一体化发展，努力发挥好协 同发展"桥头堡"作用。 发力产业高质量发展，通州区将加速成为首都经济高质量发展生力军。推动运河商务区、张家湾设计小 镇等园区提质增效，加快形成集群化发展态势。坚持以科技创新为第一动力，加快在"人工智能+"特色 领域形成竞争优势。加快推动要素市场化配置综合改革落实见效，建立市区两级产业引导基金合作机 制。串联文化旅游区、绿心片区、大运河5A级景区、特色小镇等独特资源，打造面向境内外的文旅热 点矩阵。实现顶点公园开放，打造"湾里"消费新地标，加快建设北京艺术博物馆，高水平运营"运上 行"水景演艺项目。 厚植绿色发展底色，通州区将奋力打造国家绿色发展示范区。推进六环高线公园启动段开园，实施北运 河—通惠河通航工程，打造900公顷以上特色花海，整体提升源 ...

A 11 wille 45% 2 n The Holland al 中国人民政治协商会议 小编 The Beach 0 0 "十四五"时期，美丽北京交出亮眼绿色答卷，"十五五"时期，北京市将以更高标准统筹高水平保护、高质量发展和高品质生活，加快建设人与自然和谐共生 的美丽北京。1月26日，在市十六届人大四次会议"解读北京市国民经济和社会发展第十五个五年规划纲要"(以下简称"规划纲要")专题新闻发布会上，北京市 生态环境局副局长刘贤姝介绍了规划纲要中关于加快绿色转型，全面建设美丽北京方面的内容。 深化绿色低碳转型，积极稳妥推进碳达峰碳中和。刘贤姝表示，未来五年，北京市要在"供给侧"发力，着力构建新型能源体系。坚持减气、少油、净煤、增 绿，加快能源结构增绿提质。到2030年，外调绿电规模力争达到650亿千瓦时。 同时在"消费端"升级，开展绿色低碳转型行动。规划纲要指出，北京要全面实行大型公共建筑能效分级管理。打造京津冀零排放货运廊道。强化产品全生命 周期绿色管理，全市新建算力中心100%使用绿电。 刘贤姝表示，"绿色低碳发展是解决生态环境问题的治本之策，每个人都是生态环境的保护者、建设者、受益者。推动加快形成绿色 ...

南方财经记者郭晓洁实习生王泽楠广州报道 随着绿色金融市场的快速发展，相关的资讯和数据变得越来越丰富。绿色金融周报从宏观视角和机构绿 色金融实践等角度，关注绿色金融领域的最新前沿动态，追踪绿色金融市场的最新趋势，为绿色金融相 关参与方提供决策依据和参考。 一、重点关注 1.财政部等发文将绿色消费纳入贴息范围 1月20日，财政部、商务部、中国人民银行、金融监管总局联合发布《关于优化实施服务业经营主体贷 款贴息政策的通知》，将数字、绿色、零售3类消费领域纳入政策支持范围，并明确了绿色领域对应 《中国人民银行金融监管总局中国证监会关于印发'绿色金融支持项目目录（2025年版）'的通知》（银 发〔2025〕132号）中符合"建筑节能与绿色建筑"分类标准的"物业管理"行业类别，符合"绿色交通"分 类标准的"汽车租赁""其他道路运输辅助活动"行业类别，以及符合"绿色物流"分类标准的"装卸搬运""邮 政基本服务""快递服务""其他寄递服务"行业类别；零售领域对应《国民经济行业分类》中"零售业"行 业类别。 21碳中和课题组快评：此次四部门联合优化贴息政策，其核心在于将"绿色"消费细化为可获财政支持的 消费场景，如建筑节能、绿 ...

1月26日，香港特区政府行政长官李家超在亚洲金融论坛上表示，截至2025年，香港外资及关联公司数 量达11017家，较上年增长11%，创历史新高，来自东盟、中东等地区，以及内地的企业在港增长势头 尤为强劲，这些企业在港雇佣近51万人，成为香港特别行政区经济活力的重要支撑。 李家超指出，2025年香港初创企业数量突破5200家，同样创历史新高，同比增长11%。这些企业共雇用 近2万人，较前一年增长12%。香港初创企业的非本地创办人来源广泛，其中一半来自内地，其余主要 来自英国、美国、法国以及其他亚洲地区。 数字资产正成为驱动香港金融创新的关键引擎。李家超表示，香港特别行政区已发布第二份数字资产政 策声明，并推动多项配套法规落地。2025年底发布数字资产交易及托管服务提供商发牌制度咨询结论， 相关法案计划年内提交立法会。 香港在绿色金融这一战略赛道也持续领跑。李家超表示，香港绿色与可持续债券发行规模连续七年位居 亚洲首位。香港特区政府累计发行绿色债券320亿美元，覆盖多币种多期限，全部用于本地绿色项目建 设。 李家超指出，截至2025年9月，香港绿色及可持续基金管理资产超1410亿美元，基金数量和管理资产较 三年 ...

Group 1 - The core message of the news is that Chongqing's financial sector is actively supporting the real economy through various initiatives aimed at reducing financing costs and improving service efficiency, particularly in key industries such as technology and green finance [2][3][5] - In 2025, the People's Bank of China injected 127.7 billion yuan into the market, leading to an increase of 430.2 billion yuan in new loans, with a year-on-year loan balance growth of 7.2%, outperforming the national average for ten consecutive months [2][3] - The average interest rate for new corporate loans in December 2025 dropped to 3.15%, a decrease of 0.2 percentage points from the previous year, with measures in place to ensure transparency in loan costs [3][4] Group 2 - In 2025, over 60% of new loans were directed towards key sectors such as technology, inclusive finance, and elder care, with technology SMEs experiencing a loan growth rate exceeding 30% and elder care loans surging by 72.8% year-on-year [3][4] - Green loans in Chongqing surpassed 1 trillion yuan for the first time, with a financing balance related to the New Land-Sea Corridor exceeding 730 billion yuan, showcasing strong performance in green finance [4] - For 2026, the financial authorities plan to inject over 140 billion yuan in low-cost funds, with specific initiatives targeting technology firms to address their unique financing challenges [5][6] Group 3 - The Chongqing Securities Regulatory Bureau reported that in 2025, it supported various entities in raising 224.9 billion yuan through equity and debt financing, marking a 19% increase year-on-year [8][9] - The asset scale of listed companies in Chongqing reached 4 trillion yuan by the end of Q3 2025, ranking first in the central and western regions, with a year-on-year growth of 7% [9][10] - The regulatory body aims to enhance the operational standards of listed companies and promote the issuance of innovative bond products to support local economic development [11][13]

会上，江宁开发区2025年度"新百亿""新三十亿"企业、科技创新"新锐"、项目建设"骏马"及产值增 长"贡献"等4张榜单率先发布，展现了园区企业的强劲动能。随后，一系列重磅政策方案集中发布："稳 增长促发展十条"举措为企业增添新动力；《教育科技人才一体化发展行动方案》和《"人工智能+"实施 方案》指明未来创新路径；企业全生命周期服务、招商引资激励等三大方案构建招引服务闭环；片区平 台专项考核办法则激发了各板块比拼的活力。江宁区委主要负责人表示，江宁开发区作为全区经济发展 的"主战场、主阵地"，必须切实增强"挑大梁"的使命担当，以更大魄力、更实举措推动项目突破与产业 攻坚。 项目攻坚"拉满弓"，产业创新"加速跑"。同一天，建邺区举行南京河西中央科创区暨AI时空·南京人 工智能国际社区建设推进会。会议释放强烈信号：建邺区将发挥"总部大厂牵头、政府政策赋能、市场 机制驱动"特色优势，持续深耕"AI+金融""AI芯片"等六大赛道，打造全省"人工智能+"产业标杆示范区。 会上，2026年河西中央科创区建设二十件重点工作和《AI时空·南京人工智能国际社区建设三年行 动计划（2026—2028年）》正式发布，将以"三横两纵 ...

Core Viewpoint - Guangdong Province has achieved significant results in ecological construction during the "14th Five-Year Plan" period, balancing high-quality economic development with effective environmental protection [1][9]. Group 1: Pollution Prevention and Control - Breakthroughs in pollution prevention have been realized, with air quality meeting standards for 11 consecutive years since 2015, and a target of 95.4% for good air quality days by 2025 [5]. - Surface water quality has improved, with the excellent rate rising from 87.3% at the end of the "13th Five-Year Plan" to a target of 94.6% by 2025 [5]. - Marine pollution control has seen a 91.2% target for good water quality in coastal areas by 2025, with 100% of key bay pollution sources under control [5]. Group 2: Green and Low-Carbon Development - Guangdong has implemented environmental zoning and established 19,03 land and 564 marine control units, with 28,000 access lists to optimize production layout [6]. - The province has exceeded national emission reduction targets ahead of schedule and leads in clean energy construction, with a carbon market transaction volume of 233 million tons and over 6.78 billion yuan in transaction value [6]. Group 3: Ecological Construction - The province has completed 11.05 million acres of forest optimization and 11.11 million acres of forest nurturing, along with the construction of 7,608 kilometers of greenways [6]. - Guangdong has established a national-level plant conservation system and leads in mangrove area and growth, with the first international mangrove center located in Shenzhen [6]. Group 4: Governance and Capacity Building - The environmental governance system has been strengthened, with a focus on pollution source regulation and ecological environment monitoring [8]. - The province has built 115,000 kilometers of urban sewage pipelines and has a daily treatment capacity of 40.2 million tons, leading the nation [8]. Group 5: Beautiful China Initiative - The "Beautiful China Pilot Zone" initiative has been launched, with plans for ecological construction transitioning from pollution control to comprehensive development [9]. - Guangdong aims to create model cities for ecological beauty and has introduced a reward-based approach for beautiful county construction [9].

Core Insights - The COP30 conference is pivotal for global climate governance, focusing on actionable climate actions and cooperation amidst significant funding gaps [1][2] - The dialogue initiated by Sina Finance and GF60 aims to enhance climate ambition and facilitate the implementation of the 1.5°C target [1] Climate Financing and Cooperation - Sean Kidney emphasizes the need for regional connectivity and voluntary coalitions to foster bilateral and multilateral agreements for climate action, rather than expecting rapid global consensus [2][10] - Examples of practical cooperation include China's green trade agreement with ASEAN, EU-Brazil sustainable agriculture collaboration, and potential India-Congo partnerships [2][10] Mechanisms for Climate Action - The COP framework includes mechanisms for immediate action, such as Article 6 of the Paris Agreement, which allows countries with established carbon markets to transfer emission reductions [4][12] Transition and Resilience - Transition financing for high-carbon industries is becoming a consensus among Asian countries, with China leading in developing systematic transition plans and local financial guidelines [5][13] - Climate resilience is equally important, as the frequency of extreme weather events increases, necessitating enhanced resilience in social, economic, and infrastructure systems [5][13] Role of Capital Markets - Capital markets are crucial in driving global climate action, with private capital mobilization being essential to address climate challenges, as highlighted by a ten-year-old report from the People's Bank of China [6][14] - The annual funding requirement for climate mitigation, transition, and resilience is estimated at $10 trillion to $15 trillion, necessitating the mobilization of approximately $150 trillion in long-term savings [6][14] China's Green Finance Initiatives - Over the past decade, China has made significant strides in financial policy frameworks, product innovation, and mixed financing mechanisms, providing valuable lessons for global green transitions [7][15] - Current global green, climate, and sustainable bond stock is around $6 trillion, with a long-term goal of increasing this to approximately $60 trillion, highlighting the need for collaborative efforts to bridge this gap [7][15]