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普华永道(PwC):2026年全球企业脱碳报告(中译版)(38页).pdf

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1、PwCs Third Annual State of Decarbonization ReportThe business case for decarbonization has strengthened.Leaders are proving sustainability action improves margins,growth,and resilience.For sustainability leaders,the last year didnt just feel like a storm.It was one.Federal funding that catalyzed a g

2、eneration of clean energy projects?Axed.Some sources and projects were outright eliminated.Others sunset,forcing companies to quickly get shovels in the ground or lose out.Sustainability programs built over years were suddenly treated as liabilities,questioned both for impact and for optics.Landmark

3、 disclosure regulations were challenged as the ink was drying.And all the while,the threats these programs address,like extreme weather,geopolitical volatility,and fractured supply chains,kept intensifying.The narrative wrote itself:sustainability had peaked.Time to move on.Except thats not what hap

4、pened.This report draws on AI-enabled insights of millions of data points from across thousands of corporate disclosures and related documents.What we found tells a different story.Many companies changed how they talk about sustainability but not what they do about it.Commitments were persistent eve

5、n as the ground shifted beneath them.Eight in ten(82%)companies held steady or accelerated the timeline they needed for achieving their ambitions.1,2 More companies are increasing ambitions(23%)compared to those decreasing(18%).1,2 Progress held,with more organizations being on track to meet their t

6、argets than in prior years.1,2 Lets be clear:this does not mean the world is on track to meet its climate goals.It does suggest,however,that corporate decarbonization efforts among disclosing companies are more durable than expected.Andhonestly?Weshouldhaveseenthesefindingscoming.This pattern has re

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1. **企业脱碳承诺持续**:82%企业保持或加速脱碳目标,23%提升 ambition,仅18%降低;69%企业有望达成Scope 1和2目标(2025年)。 2. **能源韧性成战略重点**:全球工业能效投资2025年达300亿美元(较2020年+45%);能源价格波动推动企业优化资本配置,高资本投入的硬脱碳行业获估值溢价(如矿业+59%)。 3. **供应链脱碳挑战**:仅18%企业能追踪一级以外供应商排放;供应链成熟度高的企业Scope 3减排更快。 4. **产品设计驱动减排**:31%达成Scope 3目标的企业深度整合产品可持续性(如材料、能效),其产品收入溢价达6%-25%。 5. **AI潜力未充分释放**:60%企业尝试用AI脱碳,但仅1%量化减排效果;AI在工业、能源领域应用领先,但多数仍停留在初级优化阶段。
**减碳为何持续?** **AI如何助力减碳?** **产品如何减碳?**
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