和我们聊聊Talk to us

MSC 碳与气候MSC Carbon & Climate

碳,|是企业|与世界|
|之间的|一种关系。

Carbon is a relationship between a company and the world.

和客户、投资人、监管者,也和买你产品的人,和还没长大的下一代。这层关系经营得好,碳会变成信任;经营不好,它只是一笔成本。

With customers, investors and regulators. With the people who buy what you make, and with a generation still growing up. Tend it well and carbon becomes trust. Neglect it and it is only a cost.

For the next 100 sustainable years杭州、上海、香港Hangzhou, Shanghai, Hong Kong

我们为什么做碳Why carbon

很多企业第一次认真看碳,是因为有人来问:一份海外客户的问卷,一次评级,一条新的法规。于是碳成了一件要应付的事。我们想帮企业换一个起点,把碳当成一门关于[未来的生意],先问它能帮你赢得什么。

Most companies first take carbon seriously because someone asks: a questionnaire from an overseas customer, a rating, a new regulation. So carbon becomes something to get through. We want to give companies a different starting point: treat carbon as [a business about the future], and begin by asking what it can help you win.

全球信号,持续更新Global signals

世界正在
重新给碳定价。

The world is repricing carbon.

数据来自Data fromUNEPIEAWorld BankGCP

环保话题A green topic
价格Price市场准入Market access资本成本Cost of capital
425.7 ppm2025 年大气 CO₂ 浓度,比工业化前高 52%425.7 ppmAtmospheric CO₂ in 2025, 52% above pre-industrialGCP381 亿吨2025 年化石燃料 CO₂ 排放,创历史新高38.1 GtRecord fossil CO₂ emissions in 2025GCP1,700 亿吨1.5°C 剩余碳预算,约等于 4 年的排放170 GtLeft in the 1.5°C budget, about four yearsGCP2.8°C只执行现行政策时本世纪的升温2.8°CWarming this century under current policiesUNEP−40%1.5°C 路径要求 2030 年排放较 2019 年下降−40%Cut needed by 2030 vs 2019 for 1.5°CUNEP80 种正在运行的碳税与碳市场工具80Carbon pricing instruments in operationWorld Bank1,070 亿美元2025 年全球碳定价收入$107bnCarbon pricing revenue in 2025World Bank2.2 万亿美元2026 年清洁能源投资,约为化石燃料两倍$2.2tnClean energy investment in 2026IEA35 个已采纳 ISSB 准则的司法管辖区35Jurisdictions adopting ISSB standardsS&P Global2026.01欧盟碳边境调节机制进入正式阶段Jan 2026EU CBAM enters its definitive phaseEU
1.5°C 剩余碳预算Remaining 1.5°C carbon budget实时推算Live estimate
—吨 CO₂tonnes of CO₂

按目前的排放速度,每秒约消耗 1,348 吨。At current rates, about 1,348 tonnes are used every second.

2026 年初:1,700 亿吨Start of 2026: 170 Gt
≈ 3.3年后用完years left
425.7ppm,2025 年大气 CO₂ 浓度ppm atmospheric CO₂, 2025
各路径与现实的排放差距Emission pathways vs. reality2019 年 = 1002019 = 100
11090705030 201920302035 现行政策(约 2.8°C)Current policies (~2.8°C) 各国承诺全面落实 −15%Full NDCs −15% 2°C 路径 −35%2°C pathway −35% 1.5°C 路径 −55%1.5°C pathway −55% 排放差距Emissions gap
0亿吨0Gt

2025 年化石燃料 CO₂ 排放,创历史新高

Record fossil CO₂ emissions in 2025

GCP 2025
0°C

只执行现行政策,本世纪的升温幅度

Warming this century under current policies

UNEP 2025
0%

全球排放已被碳税或碳市场覆盖

Share of global emissions under a carbon price

World Bank 2025
0亿美元0$bn

2025 年全球碳定价收入

Carbon pricing revenue in 2025

World Bank 2026
0万亿美元0$tn

2026 年清洁能源投资,约为化石燃料的两倍

Clean energy investment in 2026, nearly twice fossil fuels

IEA 2026
0

个司法管辖区已采纳 ISSB 气候披露准则

Jurisdictions that have adopted ISSB standards

S&P Global, 2026.07
规则正在落地:与中国企业相关的时间线Rules are arriving: a timeline for Chinese companies2024 — 2027
2024.04沪深北交易所发布可持续发展报告指引Mainland exchanges issue sustainability reporting guidelines
2025.01港交所气候信息披露新规生效HKEX climate disclosure rules take effect
2025全国碳市场扩展到钢铁、水泥、铝冶炼China's ETS expands to steel, cement and aluminium
2026.01欧盟碳边境调节机制进入正式阶段EU CBAM enters its definitive phase
2026.04首批上市公司强制披露可持续发展报告First mandatory sustainability reports from listed companies
2027欧盟 CBAM 证书开始购买与年度申报CBAM certificate purchases and annual declarations begin
现在Now
数据来源Sources

Global Carbon Budget 2025; UNEP Emissions Gap Report 2025; World Bank, State and Trends of Carbon Pricing 2025/2026; IEA World Energy Investment 2026; S&P Global ISSB tracker (July 2026). 剩余碳预算为按 2026 年初 1,700 亿吨、2025 年排放水平线性推算的示意值;路径图依据 UNEP 报告中相对 2019 年的减排要求绘制。The remaining budget is an illustrative linear estimate from 170 Gt at the start of 2026 at 2025 emission levels. Pathways follow UNEP's required cuts relative to 2019.

碳做好了,企业会得到什么When carbon is done well, what companies gain

订单Orders

被全球供应链
留下来。

Stay in global supply chains.

越来越多的国际品牌,把减碳写进了挑选供应商的标准。碳账清楚、行动可信的企业,会先被留下,再被加单。

More international brands now write carbon into how they choose suppliers. Companies with clear accounts and credible action are kept first, then given more orders.

资本Capital

借到更长期、
更便宜的钱。

Borrow for longer, and for less.

投资人和银行正在用气候表现给企业定价。评级更好、风险看得更清的企业,融资时手里的选择更多。

Investors and banks are pricing companies on climate performance. Better ratings and clearer risks mean more options when it is time to raise money.

品牌Brand

被下一代
消费者选择。

Be chosen by the next generation.

年轻人买东西时,会多问一句它是怎么做出来的。一个讲得清、经得起追问的低碳故事,会慢慢长成品牌的一部分。

Young buyers ask how a thing was made. A low-carbon story that is clear and holds up to questions slowly becomes part of the brand.

韧性Resilience

在变化到来前,
先做好准备。

Be ready before change arrives.

极端天气、能源价格、新的规则,都在改写生意的成本。早一步看见变化的企业,才有时间把风险变成转型的窗口。

Extreme weather, energy prices and new rules are rewriting the cost of doing business. Companies that see change early have time to turn risk into a window for change.

全球碳普惠观察Carbon inclusion watch

让每个人的低碳,
都能被看见。

Making every low-carbon choice count.

个人行为Everyday choices

出行Trips用电Power消费Purchases

量化Measured

tCO₂e

回报Rewarded

积分Points权益Perks碳交易Trading

8 个平台,覆盖中国、韩国、芬兰与全球卡组织8 platforms across China, Korea, Finland and a global card network

7.5亿750M

蚂蚁森林累计用户,9 年种下 6.19 亿棵树

Ant Forest users; 619M trees planted in nine years

46万吨460kt

北京 MaaS 累计签发减排量,其中 27 万吨已交易

Reductions issued by Beijing MaaS; 270 kt already traded

208万2.08M

韩国碳中和积分参与者,预算连续三年提前用完

Korean Carbon Neutral Point users; budget ran out early three years running

36%

芬兰拉赫蒂试点中,自述减少了出行排放的用户

Lahti pilot users who say they cut mobility emissions

碳普惠模式图谱Carbon inclusion model map点选查看,气泡大小 = 用户规模Tap to explore. Bubble size = users

一条完整的碳普惠链路The full carbon inclusion chain

  1. 行为Behaviour出行、用电、消费Trips, power, purchases
  2. 计量Measurement方法学与数据接口Methods and data feeds
  3. 核证Verification签发可追溯的减排量Traceable issued reductions
  4. 激励Reward积分、权益、公益Points, perks, giving
  5. 消纳Demand企业、活动、供应链买单Companies, events, supply chains pay

多数平台卡在最后一步:减排量要有人买,链路才能一直转下去。Most platforms stall at the last step. Someone has to buy the reductions for the loop to keep turning.

规模来自日常Scale comes from daily life

蚂蚁森林Ant Forest7.5 亿750M
北京 MaaSBeijing MaaS570 万5.7M
上海随申办Shanghai45 万450k
用户规模,对数刻度Users, log scale

嵌进支付和出行的平台,才留得住人。Platforms built into paying and commuting keep people.

补贴撑不起长期Subsidies don't last

2023
2024
2025
韩国:预算每年提前用完,暂停发放Korea: budget ran out early every year

回报要有企业和市场一起分担。Companies and markets need to share the cost.

人不只为钱行动Not only for money

1看见自己的排放Seeing their own emissions
2想挑战自己Wanting a challenge
3奖品Prizes
拉赫蒂用户提到的改变原因Why Lahti users changed

获得感和好奇心,常常比奖品更管用。Meaning and curiosity often beat prizes.

闭环卡在消纳The loop breaks at demand

已签发Issued46 万吨460 kt
已交易Traded27 万吨270 kt
北京 MaaS 碳普惠Beijing MaaS

谁来买单,决定模式能走多远。Who pays decides how far it goes.

对品牌来说,碳普惠是和用户建立关系的新方式。For brands, carbon inclusion is a new way to build a relationship with customers.

MSC 为宝马研究过碳普惠机制。MSC has studied carbon inclusion mechanisms for BMW.

聊聊碳普惠Talk carbon inclusion
资料来源Sources

Ant Group (2025.09); Beijing Municipal Commission of Transport (2025); People's Daily (2026.06, Shanghai); Shenzhen Ecology and Environment Bureau; People's Daily (2025.03, Wuhan); Korea Ministry of Climate, Energy and Environment via Herald Economy (2025.12); City of Lahti; Mastercard (2021). 图谱中的位置为 MSC 基于公开信息的判断。Positions on the map are MSC's reading of public information.

MSC 碳智能MSC Carbon Intelligence

AI 负责算,
人负责判断。

AI does the math. People make the call.

AI

数据清洗Data cleaning
因子匹配Factor matching
同行对标Peer benchmarks
情景推演Scenarios

顾问与企业Consultants and you

边界怎么划Where to draw the line
先做哪一件What to do first

拿到第一版答案Time to a first answer

传统方式Traditional数月Months
MSC约 1/5About 1/5
运行中LiveMSC Carbon Intelligence项目:某出口制造企业Project: an export manufacturer—
工作日志Work logAI 与顾问AI + consultants
排放流向与热点Flows and hotspotstCO₂e
减排情景Scenarios2025—2035
0%2030 年较基准年减排cut vs. base year by 2030
0项措施进入第一批measures in the first wave
0个提问方的要求被覆盖stakeholder asks covered
企业实践库Practice library全球 50 万家企业的公开实践Public practices of 500,000 companies
框架与标准FrameworksGHG Protocol, ISO 14064/14067, SBTi, IFRS S2
评级方法论Rating methodsMSCI、CDP、EcoVadis 等MSCI, CDP, EcoVadis and more
人工复核Human review边界、假设与结论由顾问签字确认Boundaries, assumptions and conclusions signed off by a consultant

界面与数字为示意,用来说明工作方式,不对应任何客户的真实数据。Interface and figures are illustrative and do not represent any client's data.

我们的角度Perspective

MSC 看碳的
三个角度。

Three ways we look at carbon.

先看人,
再看数。

People first, then numbers.

工厂Factory供应商Suppliers用户Customers碳账Carbon ledger

排放写在电表上,也写在人的习惯里。Emissions live on meters, and in habits.

先问能赢得什么,
再谈要减多少。

Ask what you can win, then how much to cut.

和生意连不上的目标,很难走得远。Targets cut off from the business rarely go far.

站在十年后,
看今天的决定。

Judge today's choices from ten years out.

今天Today
十年后Ten years on

参照全球 50 万家企业走过的路,看今天的选择。Today's choices, checked against the paths of 500,000 companies.

案例Selected work

这些企业,
已经在路上。

Companies already on the way.

10个行业,各有各的起点industries, each with its own starting point

农业Agriculture包装Packaging汽车Automotive装备Equipment集团管理Conglomerates涂料Coatings办公地产Workspace消费品Consumer goods新能源New energy互联网Internet
萌帮股份
奥瑞金
宝马集团
中集车辆
绿发集团
三棵树
瑞安办公
百威
隆基绿能
萌帮股份

在写下科学碳目标之前,先弄清排放从哪里来。

Know where emissions come from before setting a science-based target.

萌帮股份MONBAND
中集车辆

把一台产品的碳足迹,拆回到每一件零部件。

Tracing one product's footprint back to every component.

中集车辆CIMC Vehicles
瑞安办公

让低碳从办公空间,走进产品的整个生命周期。

Taking low carbon from the office into the whole product life cycle.

瑞安办公Shui On WORKX
互联网科技企业Internet tech

把散落在各个部门的活动数据,理成一本能追溯的账。

Turning activity data scattered across departments into a traceable ledger.

互联网科技企业Internet technology company
奥瑞金

从一份排放报告出发,画出走向碳中和的路径。

From an emissions report to a path toward carbon neutrality.

奥瑞金ORG Technology
绿发集团

让集团看见每家公司排放变化背后的业务原因。

Showing the business reasons behind each subsidiary's emissions.

绿发集团China Green Development
宝马集团

听消费者怎么理解低碳,也看清转型带来的风险。

How consumers see low carbon, and what the transition risks are.

宝马集团BMW Group
三棵树

把集团的双碳愿景,连到每一座工厂和每一家供应商。

Linking a group's dual-carbon vision to every plant and supplier.

三棵树SKSHU Paint
隆基绿能

从科学目标出发,把行动延伸到整条产业链。

From science-based targets to action across the value chain.

隆基绿能LONGi
互联网科技企业Internet tech

让气候披露的背后,有一套真正在运转的管理。

Making sure a working management system stands behind climate disclosure.

互联网科技企业Internet technology company
百威

把绿色能源的讨论,放回酿造和回收的真实场景。

Bringing clean energy back to real brewing and recycling settings.

百威Budweiser
互联网科技企业Internet tech

让团队自己会算、会用、会更新减排目标。

Helping the team calculate, use and update its own targets.

互联网科技企业Internet technology company

案例呈现的是 MSC 参与的工作范围与方向,不代表客户已实现的成果。Cases describe the scope and direction of MSC's work, not results achieved by clients.

下一个十年的|竞争力,|
|从今天|少排的|一吨|开始。

The next decade's advantage starts with the tonne you cut today.

告诉我们你正在面对的事。第一次对话,我们只听,不推销。

Tell us what you are facing. In the first conversation, we listen. We don't sell.

写信给 MSCWrite to MSC contact@msc-world.com