在中国,投资者要求碳损害风险补偿
Ziqi Lu1, Yu Zhang1, Zengkai Zhang1
1State Key Laboratory of Marine Environmental Science, College of the Environment and Ecology, Xiamen University, Xiamen 361102, Fujian, China.
iScience
|October 10, 2025
概括
投资者越来越多地考虑气候表现. 这项研究揭示了中国公司.
科学领域:
- 环境经济学环境经济学
- 企业金融公司财务
- 气候风险分析气候风险分析
背景情况:
- 越来越多的投资者关注气候表现和风险减轻.
- 中国上市公司的碳足迹不断增加,特别是在COVID-19后.
- 需要了解企业碳排放的社会成本.
研究的目的:
- 检查中国上市公司碳足迹的社会成本.
- 调查投资者对碳损害风险赔偿的需求.
- 分析碳损害和预期回报之间的关系.
主要方法:
- 分析中国上市公司的碳足迹和价值链排放.
- 碳损害风险溢价的经济学评估.
- 检查绝对和相对风险的观点.
主要成果:
- 中国公司碳足迹的持续增长,在COVID-19后加速.
- 价值链排放是碳损害的主要来源,与部门/区域差异.
- 证明整个价值链的碳损害风险溢价.
- 来自直接和上游排放的更大规模的碳损害与更高的预期回报相关.
结论:
- 投资者可能会要求因碳损害风险而获得赔偿.
- 碳足迹和相关风险影响投资回报.
- 了解价值链排放对于投资中的气候风险评估至关重要.
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