【摘要】 在很大程度上,企业将气候变化视为一种战略层面的风险,而不是一种运营层面的风险。企业往往更加关注气候变化对运营带来的直接影响,实际上对于大部分企业而言间接影响可能要大于直接影响,因此,理解和评估气候变化对企业运营的影响必须从直接影响和间接影响两个方面同时入手。首先,文章从基础设施破坏风险、供应链中断风险、资源和资产搁浅风险、融资中断风险等方面,分析了气候变化对企业运营产生的直接影响;其次,从国家政策、低碳技术、市场需求、企业声誉和开放经营等方面,分析了气候变化对企业运营产生的间接影响;再次,归纳和总结了气候变化为企业运营带来的可能机遇;最后,从战略管理、气候适应能力、技术创新、信息管理、企业形象等方面,提出了企业适应气候变化的策略。我国提出的2030年前碳达峰和2060年前碳中和的目标必然会对企业的运营产生重要影响,需要政府和企业携手共同应对。更多还原

【Abstract】 To a large extent, companies see climate change as a strategic risk rather than an operational one. They tend to pay more attention to the direct impact of climate change. In fact, for most companies, the indirect impact may be greater than the direct impact. Therefore, understanding and evaluating the impact of climate change on business operations must be based on direct and indirect impacts. The two aspects of the impact start simultaneously. First, this article analyzes the direct impact of climate change on business operation in terms of infrastructure damage risk, supply chain disruption risk, resources and assets stranding risk, and financing risk. Secondly, this paper discusses the indirect impact of climate change on business operation from four aspects: national policy, low-carbon technology, market demand and corporate reputation. Thirdly, it summarizes the possible opportunities that climate change may bring to business operation. Finally, from the aspects of strategic management, climate adaptability, technological innovation, information management, corporate image, etc., the paper puts forward the strategies of enterprises to adapt to climate change. The proposed carbon-peak before 2030 and carbon neutrality before 2060 in China will inevitably have an important impact on the operation of enterprises, the government and enterprises need to work together to cope.更多还原