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贝恩公司:2024年东南亚绿色经济研究报告(英文版)(171页).pdf

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1、1SOUTHEAST ASIAS GREEN ECONOMY 2024MOVING THE NEEDLE2The information in this report is provided on an“as-is”basis.This document was producedby Bain&Company,GenZero,Standard Chartered,and Temasek(“the authors”)as of the date of writing and is subject to change.This document has been prepared solely f

2、or informational purposes over a limited time period and for providing a perspective on the market.Projected market and financial information,analyses,and conclusions contained herein should not be construed as definitive forecasts or guarantees of future performance or results.The authors or any of

3、 their affiliates and any third party involved make no representation or warranty,either expressed or implied,as to the accuracy or completeness of the information in this report and shall not be liable for any loss arising from the use hereof.Inclusion of companies featured in this report does not

4、indicate endorsement in any shape or form from the authors of this report.Copyright in the materials,text,articles,and information created by third parties and the rights under copyright of such parties referenced in this report are hereby acknowledged.Copyright in all other materials not belonging

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6、of the authors.ReferenceThe information included in this report should be sourced as“Bain&Company,GenZero,Standard Chartered,and Temasek Southeast Asias Green Economy 2024 Report:Moving the needle.”Disclaimer&Reference3Authors&AcknowledgmentsWe would like to thank the team who has worked tirelessly

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根据报告的内容,本文主要概括了东南亚地区在2024年绿色经济的发展情况。文章指出,东南亚地区在应对气候变化和实现净零排放方面面临诸多挑战,包括能源需求不断增长、中产阶级人数增加、能源和电力价格压力以及实现公正和公平增长的需求。尽管如此,东南亚地区在2023年取得了一些进展,包括四个东盟国家提高了气候承诺,七个国家正在考虑实施碳定价措施,以及企业对设定基于科学的减排目标承诺增加四倍。 然而,东南亚地区的绿色转型仍面临诸多不确定性,包括转型路径和政策支持的不确定性,这使得企业和个人难以大规模采取行动并投资数十亿美元以实现快速有效的转型。为了打破这一僵局,最大的企业和投资者,包括多边金融机构,需要采取紧急和坚定的行动,以发挥领导作用。 尽管存在不确定性,但在“现在”可以采取一些“无遗憾”的行动,并利用各种行业的已验证的脱碳杠杆。同样,政府可以实施一些政策,以解决自然损失和保护碳汇,而不需要进行困难的权衡。 本文还指出,东南亚地区在2023年的排放量增加了13%,或4亿吨二氧化碳当量,并将随着GDP增长而继续增加。可再生能源在东南亚地区的投资在2023年增加了9%,但可再生能源在电力生成中的比例不到10%。2023年,绿色投资从52亿美元增加到63亿美元,但与2030年实现东南亚地区转型所需的1.5万亿美元相比,仍远远不足。 因此,所有利益相关者必须共同和果断地采取行动,以推动东南亚地区实现快速和大规模的脱碳。
东南亚绿色经济现状如何? 企业和个人如何参与绿色经济转型? 东南亚国家如何制定有效的绿色政策?
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