碳汇指数保险
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一单牡蛎碳汇的“生态价值账”
Da Zhong Ri Bao· 2025-12-30 06:33
大众日报记者 陶相银 乳山市融媒体中心记者 倪玺雯 "我们正全力推动牡蛎碳汇贷、碳汇指数保险等绿色金融产品落地,进一步探索牡蛎产业的碳汇市场化路径。"12月26日,在乳山市金融运行监测中心, 副主任李浩解释,"碳汇交易中,最难的是如何通过一种交易模式,把看不见摸不着的碳汇转化为可以量化的真金白银?" 乳山迈出了关键一步。今年8月12日,山东省首单牡蛎碳汇交易完成,碳汇交易量达1500吨,成交金额10.5万元。这单交易不仅实现了牡蛎碳汇从无形 资产到真金白银的突破性转化,更为海洋碳汇市场化交易提供了可复制推广的"乳山样本"。 碳汇交易是指通过市场机制交易碳排放指标的经济活动。"比如,甲企业植树造林,经过权威部门核证,每年能固定一定二氧化碳当量的碳汇。同时, 作为高耗能企业的乙为实现碳中和,需要购买碳汇来抵消它的碳排放指标超额部分。通过特定平台,乙购买甲的碳汇,就形成碳汇交易。"威海市海洋发展 局胡红智博士解释。 坐拥丰富海洋资源的乳山市是"中国牡蛎之乡",牡蛎养殖面积已有60万亩,年产量稳定在50万吨左右,全产业链产值超百亿元。在"双碳"背景下,如何 将牡蛎的固碳能力转化为市场资产,首先面临科学核算的难题。 我 ...
未来十年,投资看的是企业“韧性”
虎嗅APP· 2025-11-07 13:45
Core Viewpoint - The article emphasizes the shift from high growth to resilience in Chinese enterprises, highlighting the importance of "antifragility" in navigating uncertainties and challenges in the current economic landscape [2][3][20] Group 1: Understanding Antifragility - Antifragility refers to the ability of organizations to become stronger in the face of adversity, allowing them to maintain good coordination in supply chains, society, and capital during crises [2] - The concept of "creative destruction" by economist Joseph Schumpeter is referenced, indicating that economic innovation disrupts old orders and creates new structures [2] Group 2: The Role of ESG - ESG (Environmental, Social, Governance) is presented as a crucial framework for building resilience in modern enterprises, enabling them to withstand various pressures such as climate change and social inequality [3][4] - ESG is not merely an accessory but a systematic approach that transforms companies into "evergreen" entities capable of enduring changes and cycles [4] Group 3: Investor Interest in ESG - Investors are increasingly focused on ESG for three main reasons: 1. High ESG ratings reflect overall corporate strength and can lead to improved internal consensus and management practices [7] 2. Strong ESG performance reduces risks for investors by signaling effective risk management and avoiding potential financial scandals [7] 3. Companies with good ESG practices tend to provide stable returns, as they are better positioned to manage resources and relationships during market fluctuations [7] Group 4: ESG Dimensions - The environmental dimension (E) involves proactive measures against climate risks, such as Shell's use of TCFD for predicting carbon price impacts [8] - The social dimension (S) focuses on building public trust, which acts as a buffer during crises, as evidenced by Japanese companies' performance post-Fukushima [8] - The governance dimension (G) emphasizes the integration of ESG into strategic planning and risk management, enhancing the organization's ability to respond to external crises [9] Group 5: Case Study - China Ping An - China Ping An exemplifies effective ESG implementation, achieving a top MSCI ESG rating and significant profit growth, demonstrating the link between ESG strategy and business performance [11][17] - The company has developed a comprehensive ESG strategy that includes green investments and innovative insurance products aligned with national carbon goals [13][18] - Ping An's governance structure supports rapid decision-making and transparency, enhancing investor trust and confidence [16][19] Group 6: Future Implications of ESG - The article concludes that ESG will become a fundamental requirement for companies, shifting the focus from mere profit to resilience and sustainable practices [20] - Companies that deeply integrate ESG into their strategies will build structural advantages that are difficult to disrupt, ensuring long-term success [20]