[Table_Industry] ESG 周报 我国金融领域首部 ESG 评价国家标准正式发布，英国推出千亿住宅光伏扶持计划 [2T0a26bl年e_1Re月po2rt5D日ate] 行业研究 [ETSaGble_StockAndRank] 投资评级 —— 上次评级 —— 郭雪 环保公用联席首席分析师 执业编号：S1500525030002 邮 箱：guoxue @cindasc.com 吴柏莹 环保行业分析师 执业编号：S1500524100001 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦B 座 邮编：100031 证券研究报告 [我Ta国bl金e_融Tit领le域] 首部 ESG 评价国家标准正式发布，英国推出千亿住宅 光伏扶持计划 [Table_ReportDate] 2026 年 1 月 25 日 [Table_ReportType] 行业周报 本期内容提要: [Ta[Tbalbel_热eS_u点Smum聚mamr焦ya]：ry] 邮 箱：wuboying@cindasc.com 国内：4 月 1 日起实施，我国金融领域首部 E ...

Investment Rating - The report does not specify a direct investment rating for the industry but highlights significant developments in ESG standards and initiatives [2]. Core Insights - China's first national ESG evaluation standard, titled "Environmental, Social, and Governance Evaluation Framework for Bond Issuers" (GB/T 46912-2025), was officially released and will be implemented on April 1, 2026. This standard aims to support the country's green development strategy and enhance the quality of the bond market [3][13]. - The UK government has launched the "Warm Homes Plan," which will invest £15 billion (approximately 140.3 billion RMB) to upgrade energy efficiency in up to 5 million homes by 2030, addressing energy poverty for up to 1 million families [4][18]. Summary by Sections Domestic Developments - The ESG evaluation framework includes a three-tier system of "evaluation items - evaluation dimensions - evaluation topics," covering 11 evaluation dimensions and 33 evaluation topics, providing a standardized guide for ESG evaluations [3][13]. - The National Development and Reform Commission has allocated 93.6 billion RMB to support approximately 4,500 projects in industrial, energy, and environmental sectors, promoting equipment upgrades and energy efficiency [14]. - The Ministry of Industry and Information Technology is focusing on three areas to cultivate new momentum for green development, including enhancing traditional industries, providing new energy-saving equipment, and developing new green energy business models [15]. ESG Financial Products Tracking - As of January 25, 2026, a total of 3,927 ESG bonds have been issued in China, with a total outstanding amount of 5.77 trillion RMB, where green bonds account for 62.34% of the total [5][22]. - The market has 955 existing ESG products in public funds, with a total net value of 12,614.96 billion RMB, where ESG strategy products represent the largest share at 49.74% [5][34]. - There are 1,223 existing ESG products in bank wealth management, with pure ESG products making up 53.23% of the total [6][39]. Index Tracking - As of January 23, 2026, major ESG indices have underperformed the market, with the Wind All A Sustainable ESG index showing the highest increase of 0.28%, while the 300 ESG Leading index recorded the largest decline of 1.53% [8][40]. Expert Opinions - Professor Guo Yi from Beijing Technology and Business University discusses the ethical implications of AI development, emphasizing the need for policies that guide AI applications towards beneficial outcomes. He suggests integrating ESG principles with AI to address new challenges faced by enterprises [9][42].

Core Insights - Greenland Jinchuang Technology Co., Ltd. launched China's first carbon credit-linked digital asset on January 20, which sold out within ten minutes, indicating strong public recognition of carbon credit assets [1][2] - Each digital asset corresponds to one ton of verified greenhouse gas voluntary emission reductions, sourced from the energy-saving renovation project of the Xuzhou Greenland Platinum Hotel, which achieved a verified reduction of 1,301 tons of CO2 [1][2] Summary by Sections Product Launch - The digital asset has a total issuance of 500 units, priced at 88 yuan per unit, with a phased release mechanism [1] - The priority purchase phase sold 109 units, with the remaining 91 units available for public purchase, which sold out in under ten minutes [2] Market Reception - The rapid sell-out of the digital asset reflects high market demand and enthusiasm for quality carbon credit digital assets [2] - The digital asset can be traded on the "Guowen Digital Asset" trading platform under the Jiangsu Provincial Cultural Exchange Center [2] Additional Benefits - Successful purchasers will receive a membership card for the Greenland G-Care program, offering discounts and benefits at Greenland hotels, enhancing the value proposition of the digital asset [2] - The product combines carbon credit rights with cultural and consumption rights, establishing a new benchmark for ESG practices in the industry [2]