<p>腾讯控股（TCEHY）和宁德时代（CYATY）正在加入一个新的碳信用联盟，此时企业对碳抵消的需求正在减弱。这两家中国巨头将与三菱、淡水河谷和大阪天然气等公司共同参与 “应对气候韧性行动联盟”，该非营利组织于周二在新加坡成立。该组织旨在支持对高质量碳信用的需求，成员们计划到 2030 年共同购买至少 1000 万吨的碳信用。</p>
<p>这个时机很重要。根据 BloombergNEF 的数据，去年企业碳信用购买总量约为 1.535 亿吨二氧化碳当量，为 2020 年以来的最低水平。今年，随着能源公司关注伊朗战争的影响，需求进一步减弱，而来自绿色洗涤指控的声誉风险也继续影响买方的参与。GenZero 首席执行官 Frederick Teo 表示，来自高质量脱碳项目的碳信用的有限需求承诺正在抑制对这些项目的投资。</p>
<p>对于投资者来说，关键问题是重量级企业买家是否能够帮助重建一个在一些项目被发现夸大其气候效益后受到审查的市场的信任。该联盟将与由谷歌、Meta Platforms 和微软等公司支持的共生联盟合作，目标是到 2030 年共同购买 2000 万吨高质量自然恢复信用。腾讯副总裁徐浩表示，碳市场具有推动气候融资的巨大潜力，但需要以信任和科学严谨性为基础。</p>

南方中证上海环交所碳中和ETF

<p>腾讯和宁德时代已加入气候韧性行动联盟，旨在到 2030 年购买至少 1000 万吨的碳信用。这一举措是在企业对碳抵消需求下降的背景下提出的，去年购买量降至 1.535 亿吨，为 2020 年以来的最低水平。该联盟旨在增强对碳市场的信任，而碳市场因项目气候效益的准确性受到审查。腾讯的副总裁强调了建立信任和科学严谨性以推动气候融资的必要性</p>

<p>Tencent Holdings (TCEHY) and Contemporary Amperex Technology (CYATY) are stepping into a new carbon-credit coalition at a moment when corporate demand for offsets is losing momentum. The two Chinese giants will join firms including Mitsubishi, Vale and Osaka Gas under the Action for a Resilient Climate Coalition, a Singapore-based nonprofit launched Tuesday. The group is aiming to support demand for high-quality credits, with members targeting joint purchases of at least 10 million metric tons by 2030.</p>
<div class="lb-trans"><p>腾讯控股（TCEHY）和宁德时代（CYATY）正在加入一个新的碳信用联盟，此时企业对碳抵消的需求正在减弱。这两家中国巨头将与三菱、淡水河谷和大阪天然气等公司共同参与 “应对气候韧性行动联盟”，该非营利组织于周二在新加坡成立。该组织旨在支持对高质量碳信用的需求，成员们计划到 2030 年共同购买至少 1000 万吨的碳信用。</p>
</div><p>That timing matters. Corporate carbon-credit purchases totaled about 153.5 million tons of carbon dioxide equivalent last year, the lowest level since 2020, according to BloombergNEF. Demand has weakened further this year as energy companies focus on the impact of the Iran war, while reputational risk from greenwashing claims continues to weigh on buyer participation. Frederick Teo, chief executive officer of GenZero, said limited demand commitments for credits from high-quality decarbonization projects are holding back investment into those projects.</p>
<div class="lb-trans"><p>这个时机很重要。根据 BloombergNEF 的数据，去年企业碳信用购买总量约为 1.535 亿吨二氧化碳当量，为 2020 年以来的最低水平。今年，随着能源公司关注伊朗战争的影响，需求进一步减弱，而来自绿色洗涤指控的声誉风险也继续影响买方的参与。GenZero 首席执行官 Frederick Teo 表示，来自高质量脱碳项目的碳信用的有限需求承诺正在抑制对这些项目的投资。</p>
</div><p>For investors, the key question is whether heavyweight corporate buyers could help rebuild trust in a market that has faced scrutiny after some projects were found to have overstated their climate benefits. The coalition will work with the Symbiosis Coalition, which is backed by companies including Google, Meta Platforms and Microsoft and is targeting collective purchases of 20 million tons of high-quality nature restoration credits by 2030. Tencent vice president Xu Hao said the carbon market has significant potential to drive climate finance, but needs trust and scientific rigor as its foundation.</p>
<div class="lb-trans"><p>对于投资者来说，关键问题是重量级企业买家是否能够帮助重建一个在一些项目被发现夸大其气候效益后受到审查的市场的信任。该联盟将与由谷歌、Meta Platforms 和微软等公司支持的共生联盟合作，目标是到 2030 年共同购买 2000 万吨高质量自然恢复信用。腾讯副总裁徐浩表示，碳市场具有推动气候融资的巨大潜力，但需要以信任和科学严谨性为基础。</p>
</div>

腾讯和宁德时代参与推动 1000 万吨碳信用计划