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第一创业钱龙海:ESG是高质量发展的重要抓手,是与国际的第二次接轨

作者:  |   来源: 第一创业   |  日期: 2020-09-30
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从公职教师到下海创业,从公司的管理者到访问学者……如今的钱龙海有了新身份,ESG发展的倡导者。“这对我来说是一个全新的课题。”钱龙海告诉《财经网》。
2019年,第一创业证券股份有限公司(002797)党委书记、监事会主席钱龙海在哈佛大学参加高级领导力倡议项目期间,选择ESG作为自己的研究课题,对ESG理念的由来、生态系统的运行机理等进行了系统研究。

拥有二十多年金融从业经验的他,一直思考如何推进企业的高质量发展,而在ESG项目的接触中,逐渐找到了寻觅多年的路径。
在经济全球化的当下,ESG从环境、社会和公司治理三个层面展现企业的价值,逐渐被国际社会所接受,ESG的可持续发展理念逐渐融入企业的文化与发展愿景之中。与此同时,ESG投资已经成为国际市场主流的策略之一。截至2019年6月末,已有2450家机构成为PRI签署成员,覆盖基金规模超80万亿美元。

极速生肖jingguoyinianxitongxuexideqianlonghai,guanyuesgyouzijidelijie:“esgshiyigeshengtaixitong,shijishangtadeliyixiangguanfangshiyousifangzuchengde,yifangshiqiye,dierfangshizhengfuhejianguanjigou,disanfangshizhongjiejigou,fuzezuoshujufuwu,zuihouyifangshitouzijigou,shitouziguanlijigouhezichansuoyouzhe,suoyitashijishangshiyigexunhuanxitong。”

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极速生肖caijingwang:bansuizhongguozibenshichangdebuduankaifang,yuelaiyueduodeqiyekaishiguanzhulvseshengchanyuzhizao,esglvsezhengquansuizhikaishibeigengduotouzizherentong,ninshiruhelijieesgdeneihan?

qianlonghai:esglinianzuizaolaiziyulianheguomishuzhangkefei·annan,mudezaiyuzhuiqiukechixufazhan,ji“jinengmanzudangdairendexuyao,youbuduihoudairenmanzuqixuyaodenengligouchengweihaidefazhan”。qiyeshishehuijingjidexibao,womenhuanjingdehaohuaiyurenleidehuodongshiyouguanxide,yugongyehuashiyouguanxide,suoyi,tuijinkechixufazhanzuizhuyaoshiyikaoqiyelaixingdong。2000nian,annanchangdaochenglilequanqiuqiyuezuzhi,yindaodaqiyedaitoujianxingkechixufazhanlinian。gaizuzhizongjieleqiyeshixiankechixufazhanyaozunxundeshixiangyuanze。2004nian,annanyituoquanqiuqiyuezuzhi,zaiyaoqing18jiajinrongjigougongtongqicaodeyifenbaogaozhongjinyibubashixiangyuanzezongjieweisangeweidu,jiesg,nangkuohuanjing、shehuihegongsizhili。

shouxianshihuanjing(e),huanjingbianhuashirenleigongtongdetiaozhan。diqiuqihoubianhuayijingshifeichangmingxian。qihoubianhuazhuyaoshiyourenleihuodongzaochengde,zheiyijingbeihenduokexuejiasuoyanzheng。zheiyiweizhewomenmeiyigerendouyaojieyueziyuan,baohushengtai。huanjingbianhua,zhengcejianguandouhuisuizhifashengbianhua。

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极速生肖yiqiyeyuangongweili,jiaruqiyemeinianduiyuangongjinxingpeixun,meizengjiayifenpeixuntourujiuyiweizhejianshaoyifenlirun。danshi,ruguoqiyebupeixun,yuangongkenengjiuwufagengkuaigenghaodechengzhang,jierwufashiyingweilaidefazhanxuyao。

gongsizhili(g)gengshiruci。yijiagongsidedongshihuijiegoushikaifangde、toumingde、fengbidehuozheshidagudongshijikongzhide,gongsizhilidejieguoshibuyiyangde。

zheijiushiesgdeyoulai。muqian,esgzhubuchengweiyigeqiyeshixingkechixufazhandehexinkuangjia,bingdedaoyuelaiyueduozhengfu、qiye、qiyejiadengderentong,xingchengleyigezhuliulinian。

企业是有使命的。企业为社会提供有价值的服务才能生存。员工能认同企业的理念,员工与企业才能不断成长。作为一个企业家,如果光考虑股东的利益,是无法做好利益平衡的,企业也不可能持续发展。许多大企业家都是非常有社会责任感的。市场活力来自于人,特别是来自于企业家,来自于企业家精神。
在我们过去的经济发展中,企业家做出了很大的贡献,ESG是一种市场化的选择,所以企业家的重视和参与能够有力的推动ESG的发展。目前,国家也在倡导弘扬企业家精神,我们呼吁企业家关注ESG,践行ESG,从而助力企业实现高质量发展。我认为,我们现在来推动这个事情,正当其时。
与国际的第二次接轨

“现在讨论ESG,就相当于20世纪初讨论财务会计准则,标准会越来越清晰,越来越准确,最后形成统一的准则。”钱龙海认为,ESG的框架理念是我们与国际的第二次接轨。
中国第一次与国际接轨源自于90年代的财务会计制度变革。没有中国的会计准则的变革,就不会有如此多的中国企业到美国上市,以及国际先进技术、经验的积累。如果说财务会计制度是财务信息披露,那么非财务信息框架就是ESG。中国要进一步的开放,更高水平的和西方接轨,ESG就是接轨的另外一个轨道,是更高水平开放的一个前提。
经济高质量发展抓手的核心是企业高质量发展,企业是主要的载体。钱龙海认为,“ESG实际上是中国和世界第二次接轨,是我们双向开放的一个前提。我们的企业走出去,按照国际的标准去发展,很容易获得当地的信赖。ESG作为非财务信息披露标准是一个通用语言,是我们更高水平的国际接轨的一个重要的抓手。”
财经网:中国跟国际接轨,为什么投资会作为核心?

qianlonghai:2006nian,annanweiletuidongqiyejianxingesg,chenglilefuzerentouziyuanzezuzhi(unpri),tuidongjinrongjigoucanyujinlai。zheishiyinweijinrongjigoudeziyuanpeizhijuedingqiandetouxiang。esgkeyitongguoshichanghuadejizhi,cushiqiyeyouyiyuanqupiluxiangguanxinxi。qiyepiludeyueduo,zuodeyuehao,touzizheyueduo,qiyederongzichengbenyuedi,shiyigezhengxiangdejili。suoyi,lianheguozhuanmenchenglizheiyangdezuzhilaituidongzichanguanlijigouhezichansuoyouzhejianxingesgtouzi。

kaolvdaotouzirenduiesgfazhandezhongyaotuidongzuoyong,womenyinggaijinyibujianlibiaozhun,jiaqiangxinxipilu,laituidongqiye、shehuidekechixufazhan,yaoqiuqiyezaitouzijuecezhongkaolvesgfengxianyinsu,tongshijijijianxingshehuizeren。ruguogaishanesg,jiuhuiyougengduodetouzizhe,gupiaojiukenenghuizhang,qiyejiuhuibuduanzengqiangesgpilu。zheishiesgtongguoshichanghuadejizhilaicujinkechixufazhandetixian。

caijingwang:esg(huanjing、shehui、zhili)sangeyinsuzhong,ninrenweinageyinsushitouzizhejiaoweikanzhongde?zuoweitouzijigou,diyichuangyezhengquanzaiesgzhongzuiguanzhudeshi?

极速生肖qianlonghai:zheisangeyinsushijishangshigekuangjia,shisangeweidu,meiyoujueduidezhongyaoxingchayi。dangran,xianzaiduitouziyingxiangzuidadeshigongsizhili。zaixinxingshichangguojia,esgzhishugao、pingjigaodeqiye,kechixufazhanqianlida。suoyi,touzizheiyangdeqiyegupiaoshiyouchaoeshouyide。youshujubiaoming,xinxingshichangchaoeshouyigongxianjuedabufenshilaiziyugongsizhili。

muqian,worenwei,gongsizhiliduiqiyeyejideyingxiangshizuidade,danshihuanjing、shehuiduiqiyetongyangcunzaizhongyaodeyingxiang。yigeqiyeyuanyichengdanshehuizeren,qiyejiayouzheigelinian,tadeqiyeyidingshikechixufazhande,yinweitapinghengleyuangong、gudong、kehu、shequdeliyi。

作为投资机构,第一创业将持续关注企业公司治理的水平,公司治理水平是相对容易判断的,是最直观的。此外,我们还会关注企业与环境、社会的关系平衡。
极速生肖 未来,我们在投资上会将ESG三个维度一起考量,此外,我们会建立自己的评价体系,建立我们自己的投资策略。

财经网:ESG/绿色投资在中国资本市场处于哪个发展阶段?未来还将面临哪些挑战?为此需要朝着哪个方向努力?
极速生肖 钱龙海:实际上,就ESG发展而言,我们处于早期阶段,欧洲最完善,美国处于中期阶段。虽然处于早期阶段,但我们已经有了一定的基础,随着中国资本市场对外开放的深入,我们在追赶,而且在缩小和欧美的差距。西方的监管也是有差异的,推进ESG的步伐也不太一致。

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极速生肖meiguoshangshigongsiyoubufende(esg)qiangzhipilu,fanweimeineimeguang。meiguoshizixiaershangdetixi,gengduoshiguliqiyeziyuanpiluesgxinxi。tamenhuiyouzhiyuanzhechengliyigezuzhilaichangdaotuidonghuanjingzhili,tuidonglvsefazhan,tongguoshehuijuanzengdengfangshilaizhichishehuizuzhituidongguohuitongguoxiangguanfalvcujinjianguanzhengcedebianhua。shehuizuzhihaitongguotuidongdaqiyejianxingesgzerencujingongyinglianqiyedekechixufazhan。liru,kukezaipingguogongsidaitoujianxingesglinian,pingguodegongyingshangruguomeiyouesgdexinxipilushibunengjinrupingguodefayande。qiyeruguodongqilai,jiuhuiduigongyingshangyouyaoqiu,youyueshu,suoyiqiyeliliangshihendade,qiyejiadeliliangyeshihendade。

极速生肖ciwai,xianggangshangshigongsishicong2012niankaishijinxingesgdepilu,jinglileyigecongxuanzepiludaoqiangzhipiludejianjinguocheng。suiranxianggangesgpiluyaoqiuqibujiaowan,danmuqianpilutixiyijingbijiaowanshan。2020nian7yue1ri,xiudinghoude《huanjing、shehuijiguanzhibaogaozhiyin》jixiangguan《shangshiguize》tiaowenzhengshishengxiao,yitishengxianggangshangshigongsizaiesgfangmiandeguanzhijipilushuiping。suihou,xiangganglianjiaosuoyu7yue24rixiudingshoucigongkaizhaoguzhiyinxin,qiangdiaoshoucigongkaizhaogushenqingrendedongshihuixuzaishangshideguochengzhongquebaojianliqiyeguanzhiyijiesgjizhi,shideiposhenqingrenxuduiesgxinxipilutiqianzuochuzhunbeichengweishenqingshangshidexianjuetiaojianzhiyi。

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极速生肖caijingwang:xunhuanjingji、lvsezhizaodenggainianzaioumeishichangzuixianchuxian,esg/lvsetouzizaiguowaidejieshouhefazhanchengdujiaogao, zaijingjiquanqiuhuadedangxia,esgyezhujianchengweiguojishangduiyiliuqiye“gaobiaozhun、yanyaoqiu”degongrenzhibiao,duiqiyeesgxiangguandelianghuazhibiaojiancifengfu、wanshan,zaininkanlai,guowaiyoushenmejingyanzhidewomenjiejian?

qianlonghai:zongshu20shiji70niandaiyilaide2000duopianshizhenglunwenkeyifaxian,70%zuoyoudelunwenzhichiesgjixiaohecaiwuhuibaozhijiancunzaizhezhengxiangdexiangguanguanxi。yejiushishuo,touzizhezunxunesglinian,bujinkeyihuodehuanjingheshehuicengmiandedaodejili,haikeyihuodejingjicengmiandecaiwuhuibao。zhengyinruci,esgzhujianfazhanchengweiguojizhuliudetouzilinianzhiyi。ouzhoudagai50%deweituozichancaiyongesgtouzicelve,touzizaiesgzichanshang,meiguoshi25%debili,meiguotouzijieyuelaiyueduoderenrentongesglinian,aodaliyahejianadadagaizai60%debili,danshiwomenxianzaiesgdechanpinhenshao。worenwei,zhongguofazhanesgdekuangjiayidingyaozaijiejianxifangfadaguobiaozhundejichushangyuzhongguoshijixiangjiehe,xingchengfuhezhongguoshijideesgpilubiaozhunhekuangjia。shijishang,womendetizhiyoushikenengbixifangfadaguojiagengrongyijianliqizijitongyibiaozhunhetixi。

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ciwai,haiyaojinyibuwanshanesgxinxideqiangzhipiluzhidu。yanjiubiaoming,youqiangzhixinxipiluzhidudeguojiaxiangbiyumeiyouqiangzhixinxipiluzhidudeguojia,qiyedeesgpingjimingxiangenggao,gengrongyihuodeguojitouzizhedeqinglai。jinyibuwanshanwoguoqiyeyouqishishangshigongsideqiangzhixinxipiluzhidu,shidangqianjieduandeshouyaorenwu。womenbujinyaorangqiyepiluesgxinxi,tongshihaiyaotuidongjigoutouzizhehezichanguanlizhepiluesgzaifengxianguanlihetouzijuecezhongdeyunyongqingkuang。

极速生肖zuihou,shebaojijin、baoxianjigoudengzhangqizijinlvxianjianxingesgtouzi,keyixingchengxianzhudeshifanxiaoying,daidongquanshichangdeesgshijian。womenhaikeyijiangesgrongruguoqikaohetixi,zaijinyibutishengguoqizhilizhixiaodetongshi,yindaoxiangguanchanyelian、gongyinglianqiyegongtongzhuiqiuesgkechixufazhan。

极速生肖caijingwang:ninshizenmekandaizhongguozibenshichangjinnianlaizuodeyixiegaige,tadeduizibenshichangdeyixieyiyi?weilaizhengceqidai?

钱龙海:我们国家经济从高速向高质量发展,资本市场作为金融资源、人才资源等配置的主要场所,具有排头兵的作用,不可或缺,不可替代。把资本市场搞好,不但对中国经济发展有好处,对世界经济发展也有益处。中国资本市场,未来10年应该是一个大发展时期,也是中国实现高速度转向高质量发展的一个重要的战略选择。
极速生肖 此外,资本市场还是国际国内的关系纽带。我国资本市场的发展对国内、国际的经济发展以及对可持续发展均具有重大的战略意义。

极速生肖womendezibenshichangshengtaixitongjianshe,zheijinianyoulezhongdadebianhua,jujizhequanqiudeziyuan,baokuorenliziyuan、kejiziyuanhejinrongziyuandeng,zhulikejichuangxinchanyedeshengji,jiangshiyouxiaoyidezichanyuelaiyuehao。kejichuangxinduikechixufazhandezuoyongshijudade。

极速生肖caijingwang:nincengshuo,esgshiqiyezhuiqiukechixufazhandehexinkuangjia。diyichuangyeshiruhejianxingkechixufazhanliniande?

qianlonghai:duonianlai,womenshizhongjiang“zhuiqiukechixufazhan”zuoweigongsiyuanjinghefazhanzhanlvedezhongyaoneirong,biru,tixianzaiyewucengmian,womendediyikaolvyinsujiushizheigeyewushifoukechixu,ruguobukechixu,bunengchengguimo,womenjiubuquzuo,diershiwomenyizhijianchigudong、yuangong、kehuliyidetongyi。

其次,我们的投资体系将把负责任投资原则组织的要求纳入我们的投资决策中,在公募基金、股权投资、资产管理业务等方面,我们都开始研究搭建ESG投研体系。
极速生肖 当然,从公司的角度来说,我们也希望更好的控制风险,提升我们的投资收益,提高我们投资能力。此外,我们希望培育更多的长线投资者。中国资本市场的建设需要有长远的支撑

我们希望公司实现可持续发展的同时,也为中国的高质量发展做出贡献。
极速生肖 文章转载自《财经网》