In the "dual carbon" context, the domestic carbon reduction process accelerates. Carbon neutrality is not only a huge challenge, but also brings new opportunities for relevant enterprises and investors.

Li Ling, PRESIDENT of CBRE China, believes that in the future, we will see more and more land supply with carbon constraint indicators in the transfer process, while new materials and technologies such as green building materials and intelligent manufacturing will accelerate development and be widely used in the construction and operation of green and ultra-low energy buildings. Investment in sustainable development and ESG (environment, society and corporate governance) must be a source of long-term profits.

ESG investment has become the focus of the post-epidemic situation。

Real estate and construction is one of the key control areas to achieve the goal of "carbon peak by 2030 and carbon neutral by 2060". According to the China Building Energy Conservation Association, China's carbon emissions from construction accounted for 51% of the country's total emissions. Every year, the newly built housing area of real estate development enterprises in China is about 900 to 1 billion square meters, while the existing building stock exceeds 60 billion square meters, which means there is a huge space for reducing emissions of construction.

The coming of the "double carbon era" will also drive housing enterprises to accelerate the "ESG" transformation. ESG is an acronym of Environmental, Social and Governance. It is also a modern corporate value system, covering natural resources, climate change, Environmental opportunities, human costs, stakeholders, Social responsibility and corporate Governance."

To be specific, "E" can be understood as solving the relationship between man and nature, "S" can be understood as solving the relationship between man and society, and "G" is solving the relationship between man and man. "Severe disruptions in global business and investment activities caused by black Swan events such as COVID-19 and extreme weather, as well as growing concerns about the ecological environment and public health, have brought the sustainability and resilience concepts advocated by ESG into focus," li said.

在 " 双碳 " 背景下，国内碳减排进程加速。碳中和既是一个巨大挑战，也给相关企业和投资者带来了新的机遇。

世邦魏理仕（CBRE）中国区总裁李凌认为，未来我们将看到越来越多的土地供应在出让环节会包含碳约束指标，同时绿色建材、智能制造等新材料、新科技将加速发展，并广泛地运用于绿色和超低能耗建筑的打造和运营。对于可持续发展以及 ESG ( 环境、社会、公司治理 ) 的投入，一定是企业长期利润的来源。

ESG 投资成为疫后焦点

房地产与建筑是实现 "2030 年碳达峰，2060 年碳中和 " 目标的重点控制领域之一。据中国建筑节能协会统计，国内建筑全过程碳排放占全国总排放量的 51%。中国每年新增的房地产开发企业房屋竣工面积约 9-10 亿平方米，而既有建筑存量超过 600 亿平方米，建筑减排空间巨大。

双碳时代 " 的来临，也将驱动房企加速 "ESG" 转型。"ESG" 是环境（Environmental）、社会（Social）和公司治理（Governance）三个词汇的首字母简称，也是一种现代企业价值体系，分别涵盖自然资源、气候变化、环境机遇、人力成本、利益相关方、社会责任以及公司治理等方面。

具体来看，"E" 可被理解为解决人与自然的关系，"S" 可理解为解决人与社会的关系，"G" 则是解决人与人的关系。" 新冠疫情、极端天气等黑天鹅事件所引发的全球商业和投资活动的剧烈扰动以及对生态环境和公众健康的日益关注令 ESG 所倡导的可持续性和韧性理念成为了焦点 "，李凌称。