BCG & Argos Fund：2026年欧洲中端市场气候转型晴雨表：收益兑现之年 脱碳构筑中型企业竞争优势（英文版）（12页）.pdf

1、4TH EDITIONArgos-BCG Climate Transition Barometer 2026The payoff year:decarbonisation builds a competitive advantage for European mid-sized companiesThe European mid-market decarbonisation reference European mid-sized companies have largely captured the operational quick wins.The companies pulling a

2、head are those using decarbonisation as a lever for strategic and business-model transformation.Mehdi Ifourah,BCG88%of European mid-sized companies consider the reduction of GHG emissions as“important”or“critical”(stable vs.LY)73%of them see decarbonisation as an opportunity(higher than in 2023 and

3、2024)34%invest strongly in decarbonisation based on a structured decarbonisation strategy(x3 vs.2023)84%85%88%88%The payoff year:decarbonisation builds a competitive advantage for European mid-sized companies 2026 marks a turning point:decarbonisation is becoming a tangible source of competitive adv

4、antage.The winners will be the companies that can finance,structure and execute their transition,and this is where targeted investments can make the difference.Simon Guichard,Argos2 2026 Argos-Boston Consulting Group3Decarbonisation remains a strategic imperative85%Intend to maintain or accelerate i

5、n the current geopolitical context15%slow down49%maintain36%accelerateCompanies accelerate despite the geopolitical contextCompetitive advantage from decarbonisation is gaining clear momentumMany decarbonisation quick wins have already been captured.Decarbonisation actions are this year focusing on

6、more core business transformation initiatives,such as business model adaptation(e.g.new offer)or eco-design.%of companies observing a competitive advantage through decarbonisationx3This share has tripled since 2023Observe a competitive advantage through decarbonisation in 202656%Decarbonisation is s