Enclosure - Consultation Report: Prototype of Hong Kong Taxonomy for Sustainable Finance (Phase 2A)

Annex Email: HKMA E-mail Alert of 23 January 2026 (05:00 p.m. HKT)

Document Information

Title: Enclosure - Consultation Report: Prototype of Hong Kong Taxonomy for Sustainable Finance (Phase 2A)

Type: Annex

URL: https://brdr.hkma.gov.hk/eng/doc-ldg/docId/20260122-3-EN

Email Received: 2026-01-23 17:00

Summary Created: 2026-02-08 12:22

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Detailed Summary
Summary of the HKMA Consultation Report: Prototype of Hong Kong Taxonomy for Sustainable Finance (Phase 2A)

This document summarises the consultation process and feedback received on the Prototype of Hong Kong Taxonomy for Sustainable Finance (Phase 2A), published by the Hong Kong Monetary Authority (HKMA) on September 8, 2025. The report details the findings of the public consultation, outlines the HKMA's responses to the feedback, and provides insights into the further development and implementation of the Hong Kong Taxonomy.

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1. Document Overview

Nature and Purpose: This document is a Consultation Report prepared by the HKMA in collaboration with the Climate Bonds Initiative. It presents the outcomes of a public consultation on the Prototype of Hong Kong Taxonomy for Sustainable Finance (Phase 2A). The primary purpose of the report is to:

  • Summarise the feedback received from various stakeholders on the proposed Phase 2A prototype.
  • Outline the HKMA's responses and the adjustments made to the Phase 2A Taxonomy based on the feedback.
  • Inform the ongoing development and implementation of the Hong Kong Taxonomy, which aims to be an enabling tool for market participants to make informed decisions regarding green and sustainable finance and to scale up relevant capital flows in Hong Kong.

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2. Main Content

The report details the feedback received on the Phase 2A prototype, which builds upon Phase 1 of the Hong Kong Taxonomy (published May 2024) by introducing new green activities, transition elements, and a new environmental objective focused on climate change adaptation. The consultation aimed to gather diverse perspectives from financial institutions, corporates, industry bodies, non-governmental organisations, and other stakeholders.

Key themes covered in the report include:

  • Overall Reception: The Phase 2A prototype was generally well-received and strongly supported by market participants, who recognized it as an important step towards a credible, interoperable, and usable sustainable finance framework for Hong Kong.
  • Taxonomy Design and Structure: Respondents found the framework well-designed, logically organised, and robust, with a clear hierarchical structure and user-friendly activity cards. The classification into Green Activity, Transition Activity, and Exclusion categories was viewed as a practical "traffic-light" approach.
  • Transition Elements: The inclusion of transition principles and separate categories for "Transition Activities" and "Transition Measures" was highly welcomed. Respondents emphasized the importance of these for facilitating transition finance, particularly for SMEs, and ensuring a credible, science-based approach to decarbonisation.
  • Climate Change Adaptation: The introduction of climate change adaptation as a new environmental objective was well-received, with a focus on water-related measures for Phase 2A. This was considered particularly relevant for Hong Kong's climate resilience needs.
  • Sector Expansion: The expansion of the Taxonomy's scope to include new sectors, namely Manufacturing and Information and Communications Technology (ICT), was a significant improvement highlighted by respondents.
  • Methodology and Criteria: Feedback was provided on the credibility, usability, clarity, and ambition of the metrics and technical criteria, with suggestions for improvement and local adaptation.
  • Interoperability: While alignment with global and regional frameworks was acknowledged, respondents requested clearer explanations and visual mappings to facilitate comparison with major taxonomies like the EU Taxonomy and China's Green Bond Endorsed Project Catalogue.
  • Implementation and Use Cases: Respondents offered suggestions on how the Taxonomy could be used in Hong Kong, prioritising use cases such as guiding sovereign and sustainable debt issuances, supporting ESG fund products, and facilitating innovative financing.

The report then elaborates on specific feedback and HKMA responses across various categories:

  • Harmonisation and Interoperability: The HKMA clarified that Phase 2A incorporates Phase 1 and will supersede it. It also highlighted that references to mainstream taxonomies are documented, and ISIC codes have been added for cross-referencing. Hong Kong will continue to participate in international interoperability initiatives.
  • Interface between Taxonomy and Transition Plans: The HKMA responded to suggestions for entity-level criteria by explaining that transition plans at either activity or entity level are required in specific cases (e.g., maritime vessels, data centres). The Taxonomy is intended to complement these plans by providing detailed, activity-level technical criteria.
  • Mitigation Framework – Transition Elements: The HKMA clarified the distinction between Transition Activities (activities not yet 1.5°C aligned but progressing or enabling short-term emission reductions) and Transition Measures (specific components or interventions improving emission performance). Transition Measures are eligible for transition CapEx and OpEx financing only, not revenue alignment.
  • Mitigation Framework – Sunset Dates: Respondents supported sunset dates, with some suggesting extensions. The HKMA explained that sunset dates are determined by various factors including technology maturity, market readiness, climate commitments, and international alignment.
  • Adaptation Framework: The HKMA acknowledged support for the adaptation framework, noting the initial whitelist approach. Future phases will explore more sophisticated assessment methods.
  • Taxonomy Alignment Metrics (CapEx, OpEx, Revenue): Clarifications were provided on the definitions and significance of Capital Expenditure (CapEx), Operational Expenses (OpEx), and Revenue in relation to Taxonomy alignment.
  • Sector-Specific Feedback: Detailed discussions and HKMA responses are provided for various sectors, including:
  • Energy Sector: Transmission and distribution of electricity (emissions thresholds, grid emissions factor), transmission and distribution of renewable and low-carbon gases (definitions, PPA eligibility, throughput vs. design capacity), storage of electricity (battery and fossil fuel energy sources), district heating and cooling (thresholds, exclusion of waste heat from fossil fuels), and fossil gas power generation (potential inclusion in future phases, emissions thresholds).
  • Transportation Sector: Personal mobility devices, cycle logistics, motorbikes, passenger cars, and light commercial vehicles (scope clarification).
  • Buildings Sector: Construction of new buildings, retrofitting of existing buildings, and installation/maintenance of building equipment (alignment with BEAM Plus, energy saving thresholds, lifecycle approach, embodied carbon, qualitative criteria, eligible certifications).
  • Waste Sector: Sewage sludge treatment and utilisation/treatment of domestic waste (quantitative definition of biogas utilisation, bio-waste thresholds, chemical definitions).
  • Manufacturing Sector: Manufacture of hydrogen (activity scope, geological hydrogen, derivatives, lifecycle emissions scoping, renewable electricity correlation), manufacture of aluminium (calculation methodology, Hong Kong-specific thresholds, forward-looking thresholds).
  • ICT Sector: Data processing, hosting and related activities (BEAM Plus standards, water usage effectiveness, GWP of refrigerants, construction of new data centres), data-driven solutions for GHG emissions reductions (demonstration of GHG reductions, minimum requirements for IT industry improvements).
  • Further Development and Implementation:
  • Expansion of the Taxonomy: Recommendations for future inclusions in mitigation and adaptation were noted, including waste-to-energy, landfill gas collection, water and wastewater treatment, critical mineral mining, and sectors like agriculture and forestry. Other environmental objectives proposed include pollution prevention, biodiversity, sustainable water resources, and circular economy.
  • Taxonomy Implementation: Priority use cases identified include sovereign issuances, sustainable debt issuances, ESG fund products, and innovative financing. The Taxonomy is also seen as a tool for shaping local policies and corporate strategies.
  • DNSH and MSS: Respondents sought further guidance on Do No Significant Harm (DNSH) and Minimum Social Safeguards (MSS), including considerations for a just transition and alignment with global standards.

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3. Key Changes

The consultation report outlines the feedback and the HKMA's responses, leading to potential adjustments and clarifications for the Hong Kong Taxonomy. The key changes and clarifications emerging from this Phase 2A consultation include:

  • Superseding Phase 1: Phase 2A Taxonomy will supersede Phase 1 Taxonomy. All future references and criteria should align with Phase 2A.
  • Introduction of Transition Elements:
  • Transition Activities: A new category for economic activities that are not yet aligned with a 1.5°C pathway but are progressing towards alignment or enable significant short-term emissions reductions by a designated sunset date. The entire activity can access sustainable financing.
  • Transition Measures: A category for specific components and interventions within an activity that partially improve emission performance, facilitating financing for granular processes and technologies. These are eligible only for transition CapEx and OpEx financing, not revenue alignment.
  • Introduction of Climate Change Adaptation Objective: This new environmental objective, with a focus on water-related measures in Phase 2A, aims to enhance climate resilience. A whitelist approach has been adopted as an initial step.
  • Expansion of Scope:
  • New Sectors: Inclusion of Manufacturing and Information and Communications Technology (ICT) sectors.
  • New Activities: Further activities within existing and new sectors are proposed for future consideration, such as waste-to-energy, landfill gas collection, methane recovery, water and wastewater treatment, desalination, critical mineral mining and refinement, and professional, scientific, and technical activities.
  • Clarification on Interoperability: While alignment with global taxonomies is a guiding principle, specific ISIC codes have been added, and documentation of references to major frameworks is provided. The HKMA will continue to engage in international interoperability initiatives.
  • Transition Plan Requirements: Activity-level and entity-level transition plans are now explicitly required for certain Transition Activities and Measures, providing safeguards for credible decarbonisation trajectories.
  • Refined Sector-Specific Criteria: Numerous clarifications and refinements to technical criteria, definitions, and thresholds were made across sectors, including:
  • Energy: Clarified emissions thresholds for transmission and distribution of electricity, definitions for renewable and low-carbon gases, and eligibility of batteries and thermal energy sources. Fossil gas power generation is under consideration for future phases.
  • Buildings: Updated alignment with BEAM Plus requirements, consideration of new standards (BEC 2024), and clarification on Zero-Carbon-Ready Building Certification.
  • Manufacturing: Defined "cradle-to-site" methodology for hydrogen, clarified renewable electricity correlation requirements, and noted the development of Hong Kong-specific thresholds for aluminium production.
  • ICT: Enhanced clarity on water usage and GWP of refrigerants for data centres, with provisions for alternative cooling methods and phased refrigerant transitions.
  • Definitions of Key Metrics: Explicit definitions of Capital Expenditure (CapEx), Operational Expenses (OpEx), and Revenue have been provided in the context of Taxonomy alignment.
  • Future Development Focus: Prioritization of recommendations for material and relevant to Hong Kong, the Greater Bay Area, and the ASEAN region.
  • DNSH and MSS Guidance: Acknowledged the need for further guidance and a clear stance on the inclusion of Do No Significant Harm (DNSH) and Minimum Social Safeguards (MSS).

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4. Important Dates

The document itself is dated January 2026, indicating it's a finalized report following a consultation process. The relevant dates mentioned or implied are:

  • May 2024: Publication of Phase 1 of the Hong Kong Taxonomy for Sustainable Finance.
  • September 8, 2025: Publication of the Prototype of Hong Kong Taxonomy for Sustainable Finance (Phase 2A) for public consultation.
  • Consultation Period: The consultation period occurred after the September 8, 2025, publication and prior to the January 2026 report finalisation. Specific start and end dates are not provided in the provided text.
  • Future Phases/Updates: The report extensively discusses "further development," "subsequent phases," and "future iterations" of the Taxonomy, implying an ongoing and iterative process with no specific deadlines for these future stages provided.
  • Sunset Dates: Specific sunset dates for certain activities, such as 2040 for the manufacture of aluminium, are mentioned as examples within the consultation feedback. These dates are integral to the Taxonomy's transition framework.

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5. Impact Scope

The Phase 2A prototype and the resulting Taxonomy are designed to be an enabling tool for the financial market. Therefore, the impact scope is broad:

  • Applicable Parties:
  • Financial Institutions: Banks, asset managers, insurance companies, and other lenders and investors involved in financing green and sustainable projects.
  • Corporates: Companies seeking to issue green or sustainability-linked debt, raise sustainable finance, or demonstrate their commitment to sustainability.
  • Industry and Professional Associations: Bodies representing various sectors, providing guidance and best practices.
  • Non-Governmental Organisations (NGOs): Environmental advocacy groups and sustainability watchdogs.
  • Regulators and Policymakers: Shaping sustainable finance policies and frameworks.
  • Investors: Making informed decisions about sustainable investments.
  • Affected Institutions: All entities involved in the green and sustainable finance ecosystem in Hong Kong, and potentially those engaging in cross-border sustainable finance. The report indicates 25 responses were received from a diverse range of these stakeholders, highlighting the broad interest.
  • Degree of Impact:
  • Direct Impact: For entities actively seeking or providing green/sustainable finance, the Taxonomy will serve as a direct benchmark and criteria for eligibility. It will influence the design of financial products (e.g., green bonds, sustainability-linked loans).
  • Indirect Impact: The Taxonomy will influence corporate strategies, investment decisions, risk management practices (related to transition and physical climate risks), and contribute to shaping market expectations and transparency in sustainable finance.
  • Voluntary Tool (at this stage): The HKMA emphasizes that the Taxonomy is a voluntary tool. However, its adoption is encouraged through regulatory support and its utility in meeting market demands and international standards. The perceived benefits and alignment with global best practices are likely to drive adoption.

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6. Compliance Requirements

As the Taxonomy is a voluntary tool at this stage, direct compliance requirements are limited. However, the report outlines the guidance and expected practices for entities wishing to align with the Taxonomy:

  • Alignment with Technical Criteria: Entities that wish to label their activities or assets as "Green Activity" or "Transition Activity" must adhere to the specific metrics and technical criteria outlined within the Taxonomy for each relevant sector and activity. This involves meeting defined thresholds for emissions reduction, resource efficiency, etc.
  • Use of Transition Plans: For activities classified as "Transition Activities" or "Transition Measures," the implementation and demonstration of credible activity-level or entity-level transition plans are required. These plans must outline a clear pathway towards meeting relevant Green Activity criteria or demonstrating significant short-term emissions reductions.
  • Documentation and Reporting: While not explicitly stated as mandatory reporting *to the HKMA* at this stage, entities using the Taxonomy would need to maintain robust documentation to substantiate their alignment with the criteria. This would include data on emissions, energy usage, water consumption, material inputs, and the effectiveness of transition measures. This documentation would be crucial for internal verification, external assurance (if sought), and for providing transparency to investors and stakeholders.
  • Use of Defined Metrics: Adherence to the definitions and methodologies for Capital Expenditure (CapEx), Operational Expenses (OpEx), and Revenue in assessing Taxonomy alignment is expected.
  • Data Source Requirements: For adaptation measures, leveraging specific data sources (e.g., Hong Kong Observatory, Environmental Protection Department, ISO standards, ESG frameworks, insurance risk models) is suggested for developing robust technical screening criteria.
  • Lifecycle Assessment: For certain activities, like the manufacture of hydrogen, a specific lifecycle assessment methodology ("cradle-to-site") is outlined, requiring consideration of emissions from various stages of production and excluding end-use emissions. Reference to ISO standards for detailed calculations is recommended.
  • Correlation of Renewable Electricity: For hydrogen production, demonstrating temporal (monthly minimum, hourly best practice) and geographical correlation of additional renewable electricity usage with the production plant is required.
  • Regulatory Support for Adoption: The HKMA acknowledges the voluntary nature and suggests regulatory agencies can provide support to increase adoption through:
  • Developing clear guidance and frameworks.
  • Promoting education and capacity building.
  • Facilitating dialogue between stakeholders.
  • Potentially integrating the Taxonomy into future regulatory initiatives where appropriate.
  • DNSH and MSS Considerations: While not fully defined, there's a stated need for further guidance on Do No Significant Harm (DNSH) and Minimum Social Safeguards (MSS), indicating these will likely become important considerations for comprehensive alignment in future iterations or related frameworks.

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7. Technical Details

This section retains important technical terms, definitions, standards, and metrics mentioned in the document.

  • Taxonomy Categories:
  • Green Activity: Economic activities that substantially contribute to one or more environmental objectives and do no significant harm to any other environmental objective, while meeting minimum social safeguards.
  • Transition Activity: Economic activities that are not yet aligned with a 1.5°C pathway but are progressing towards alignment or enable significant short-term emissions reductions by the designated sunset date. The entire activity can access sustainable financing.
  • Transition Measure: Specific components and interventions within an activity that could partially improve the emission performance of the activity, facilitating access to sustainable financing options for granular processes and technologies. These are eligible for transition CapEx and OpEx financing only.
  • Exclusion Category: Activities that are explicitly excluded from the Taxonomy.
  • Environmental Objectives:
  • Climate Change Mitigation
  • Climate Change Adaptation (newly introduced for Phase 2A, focusing on water-related measures)
  • Pollution Prevention (proposed for future consideration)
  • Biodiversity and Nature (proposed for future consideration)
  • Sustainable Use and Protection of Water Resources (proposed for future consideration)
  • Circular Economy (proposed for future consideration)
  • Key Metrics and Standards:
  • Emissions Thresholds: Measured in grams of CO2 equivalent per kilowatt-hour (gCO2e/kWh) or other relevant units, depending on the sector. Examples: 100 gCO2e/kWh (EU Taxonomy alignment for green electricity generation), 345 gCO₂e/kWh (TPI for non-OECD countries).
  • Power Usage Effectiveness (PUE): A metric for data centre energy efficiency.
  • Water Usage Effectiveness (WUE): A metric for data centre water efficiency.
  • Global Warming Potential (GWP): Measured for refrigerants used in data centres (e.g., threshold of 675).
  • Percentage Gas Thresholds: For renewable and low-carbon gases in transmission and distribution.
  • Emissions Budget: Used in the manufacture of aluminium, referencing frameworks like the International Aluminium Institute’s (IAI) 1.5°C scenario.
  • BEAM Plus: Hong Kong’s green building assessment tool, referenced for building sector criteria.
  • BEC (Building Energy Code): Referenced for energy saving thresholds in buildings.
  • NABERS Scheme: Referenced for building performance, with clarification on the exclusion of GreenPower as a substitute for intrinsic efficiency.
  • Mandatory Energy Efficiency Labelling Scheme (MEELS) & Voluntary Energy Efficiency Scheme (VEELS): Local schemes for labelling energy-efficient equipment.
  • ISO Standards: ISO 14040, ISO 14044, ISO 14067, ISO 19870 (for lifecycle assessment calculations).
  • International Standard Industrial Classification of All Economic Activities (ISIC): Codes added to each activity for cross-referencing.
  • Transition Plan Specifics:
  • Activity-Level Transition Plans: Required for certain Transition Activities (e.g., maritime vessels, data centres).
  • Entity-Level Transition Plans: Required for certain Transition Measures (e.g., forward-looking decarbonisation technologies).
  • 1.5°C Pathway: The benchmark for credible transition trajectories.
  • Financing Metrics:
  • Capital Expenditure (CapEx): Payment for assets to maintain or grow a business; recorded on the balance sheet.
  • Operational Expenses (OpEx): Shorter-term costs for ongoing business operations (e.g., maintenance, R&D).
  • Revenue (Net Turnover): Money derived from sales of products and provision of services.
  • Referenced Global Frameworks/Initiatives:
  • EU Taxonomy: A key reference for criteria and approach.
  • China’s Green Bond Endorsed Project Catalogue: Another important reference.
  • Multi-Jurisdiction Common Ground Taxonomy: Used for comparison.
  • IEA Net Zero by 2050 Roadmap: Referenced in discussions on fossil gas power generation.
  • Transition Pathway Initiative (TPI): Referenced for emissions thresholds for non-OECD countries.
  • International Aluminium Institute (IAI): Referenced for aluminium sector emissions pathways.
  • Kunming-Montreal Global Biodiversity Framework & ASEAN Taxonomies: Referenced for biodiversity considerations.
  • Intergovernmental Panel on Climate Change (IPCC), United Nations Environment Programme (UNEP), Science Based Targets Initiative (SBTi): Referenced for scientific studies and embodied carbon.
  • Local Contextual Elements:
  • Hong Kong Climate Action Plan 2050: Used as a reference point for emissions reduction targets.
  • Hong Kong Observatory, Environmental Protection Department, Environment and Ecology Bureau: Sources for local climate and environmental data.
  • BEAM Plus, BEC: Hong Kong-specific building standards.
  • Mandatory Energy Efficiency Labelling Scheme (MEELS) & Voluntary Energy Efficiency Scheme (VEELS): Hong Kong labelling schemes.
  • Definition of Key Terms:
  • Renewable and Low-Carbon Gas: Defined as non-fossil gases, including biogas, biomethane, and hydrogen and its derivatives.
  • Cradle-to-Site Methodology: For hydrogen manufacture, accounting for emissions from feedstock acquisition to storage, excluding end-use.
  • Do No Significant Harm (DNSH) and Minimum Social Safeguards (MSS): Concepts requiring further clarification and guidance, aligned with international standards.

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*End of Summary*

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詳細摘要

好的,這是一份關於香港金融管理局(HKMA)《可持續金融分類標準(第二階段A)原型》公眾諮詢報告的詳細中文摘要,內容超過1000字,並包含您所要求的各個部分:

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香港金融管理局(HKMA)《可持續金融分類標準(第二階段A)原型》公眾諮詢報告摘要

文件概述

本文件是香港金融管理局(HKMA)於2026年1月發佈的《香港可持續金融分類標準(第二階段A)原型》公眾諮詢報告。其主要目的在於總結並回應市場參與者對2025年9月8日發佈的第二階段A(Phase 2A)分類標準原型所提出的意見。報告旨在反映公眾諮詢的關鍵發現,匯總回應者的意見、廣泛支持的領域、提出的擔憂以及改進建議,並闡述HKMA的回應與已根據收到的意見所作出的調整。這份報告是HKMA與氣候債券倡議組織(Climate Bonds Initiative)合作編製,旨在確保香港的分類標準保持穩健、與國際接軌且對本地市場實際可行,同時推進香港在可持續金融領域的目標。

主要內容

本報告的核心內容圍繞著對香港可持續金融分類標準第二階段A(Phase 2A)原型的公眾諮詢結果進行匯總與分析。第二階段A在2024年5月公佈的第一階段基礎上,進一步擴展了分類標準的範圍,引入了新的綠色經濟活動、轉型元素,以及一個新的環境目標——氣候變化適應。

報告詳細闡述了市場對以下方面的反饋:

  • 分類標準的設計與結構 (Taxonomy design and structure) 包括其整體框架、易於導航的程度,以及圖表的可理解性。
  • 分類標準的方法論 (Taxonomy methodology) 特別是關於氣候變化減緩和氣候變化適應兩個環境目標的分類框架、原則、定義以及評估標準。
  • 各行業章節 (Sector chapters) 針對製造業、資訊及通訊科技(ICT)、能源、交通、建築、廢物處理等具體行業的活動、指標和技術標準的細節,以及在本地實施的可行性與潛在挑戰。
  • 分類標準的實施與擴展 (Taxonomy implementation and expansion) 探討分類標準在香港的應用場景、監管機構可提供的支持,以及未來可能納入的其他環境目標和行業。

報告中,HKMA針對每一項關鍵的反饋都給予了回應,並說明了對第二階段A分類標準的具體調整。

關鍵變化

本次公眾諮詢及其報告所反映的關鍵政策變化、更新內容和新增要求主要包括:

  1. 第二階段A(Phase 2A)的納入
  • 新增綠色經濟活動 (New green activities) 擴展了分類標準涵蓋的經濟活動範圍,特別是引入了製造業(Manufacturing)和資訊及通訊科技(ICT)兩個新行業。
  • 新增氣候變化適應環境目標 (New environmental objective on climate change adaptation) 首次將氣候變化適應納入分類標準,並在第二階段A中重點關注與水相關的措施。
  • 引入轉型元素 (Introduction of transition elements)
  • 轉型活動 (Transition Activities) 指那些目前尚未完全符合1.5°C路徑,但正在朝向目標邁進,或能在指定日落日期前顯著減少短期排放的經濟活動。此類活動可獲得可持續融資。
  • 轉型措施 (Transition Measures) 指活動中可用於部分改善排放表現的特定組成部分和干預措施,有助於為個別流程和技術獲取可持續融資選項,特別適用於整個活動無法符合綠色活動或轉型活動標準時。
  1. 與國際標準的協調性與互操作性 (Harmonisation and interoperability)
  • HKMA強調分類標準的開發一直遵循互操作性原則,並參考了主流分類標準,如歐盟分類標準(EU Taxonomy)、中國綠色債券支持項目目錄(China’s Green Bond Endorsed Project Catalogue)及其他亞太地區的分類標準。
  • 為促進交叉參考,已將國際標準產業分類(International Standard Industrial Classification of All Economic Activities, ISIC)編碼加入到每項活動中。
  1. 分類標準的適用性與更新
  • 階段性更新 第二階段A分類標準已納入第一階段的內容,將取代第一階段。所有未來對活動和措施的引用,應參照第二階段A下的最新技術標準。
  • 「活文件」性質 HKMA將分類標準視為一個「活文件」,會定期進行更新和擴展,並將考慮市場對更新頻率和優先級的建議。
  1. 轉型計劃的要求 (Transition plan requirements)
  • 活動級轉型計劃 (Activity-level transition plans) 在特定情況下,要求某些轉型活動必須提供管理性減排計劃,例如海事船舶必須包含改造和燃料轉換路徑,數據中心需承諾逐步符合綠色電力使用效率(Power Usage Effectiveness, PUE)門檻。
  • 實體級轉型計劃 (Entity-level transition plans) 要求涉及前瞻性脫碳技術且有產能要求的某些轉型措施,提供實體級轉型計劃,以確保持續進展和實際的脫碳成果。例如,為適應再生能源而設計但尚未使用的海事船舶引擎,必須附有符合1.5°C路徑的實體級轉型計劃。
  1. 新增行業與環境目標的細節
  • 製造業 (Manufacturing) 涵蓋氫氣製造、鋁製造(氧化鋁精煉、鋁冶煉)等活動,並討論了生命週期排放的計算方法,如「從搖籃到場地」(cradle-to-site)方法。
  • 資訊及通訊科技 (ICT) 涵蓋數據處理、託管及相關活動,以及數據驅動的溫室氣體減排解決方案。討論了用水效率(Water Usage Effectiveness, WUE)、製冷劑的全球升溫潛力值(Global Warming Potential, GWP)等標準,並與BEAM Plus等本地標準對接。
  • 能源 (Energy) 修訂了電力傳輸和分配的排放門檻,解釋了綠色和轉型活動的計算依據,並明確了「再生和低碳氣體」的定義。對化石氣體發電的納入持開放態度,將在未來階段審慎評估。
  • 交通 (Transportation) 澄清了個人移動設備、自行車物流、摩托車、乘用車和輕型商用車的分類界定,特別是輕型商用車的重量限制(5.5噸)。
  • 建築 (Construction) 討論了新建建築、建築設備安裝維護的標準,納入了BEAM Plus標準更新,並強調了對運營碳排放的關注,同時考慮未來納入體現碳(embodied carbon)。
  • 廢物處理 (Waste sector) 對厭氧消化/協同消化產生的大部分沼氣的定義進行了量化,並明確了生物廢物和化學品定義。
  1. 氣候變化適應框架的初步構建
  • 採用「白名單」(whitelist)方法作為起點,納入能顯著促進適應成果且風險最小的措施。
  • 市場期望未來能擴展白名單,納入更多適應措施,並探索更複雜的評估方法,考慮本地具體情況和全球指導。
  • 建議納入更多與香港相關的災害,如熱壓力、質量運動損壞、風暴損壞。
  1. 分類標準的應用與指引
  • 轉型計劃的重要性 強調分類標準旨在補充轉型計劃,為制定可信賴的、基於科學的企業轉型策略提供參考點。
  • 資本支出(CapEx)、運營支出(OpEx)和收入(Revenue) 澄清了這三者在聲稱分類標準一致性時的定義和作用,CapEx和OpEx用於確定綠色或轉型標籤債務的資格,而收入則用於報告或披露與分類標準的一致性。

重要日期

  • 2024年5月 HKMA公佈香港可持續金融分類標準第一階段(Phase 1)。
  • 2025年9月8日 HKMA公佈香港可持續金融分類標準第二階段A(Phase 2A)原型,並開放公眾諮詢。
  • 2026年1月 HKMA發佈本公眾諮詢報告,總結第二階段A原型的諮詢結果。

報告中提及的「日落日期」(sunset dates)在特定活動標準中被提及,例如鋁製造活動設定了2040年的日落日期,這反映了技術成熟度、排放狀況、市場準備度、香港氣候承諾及國際對接等多重因素的考量。

影響範圍

本分類標準的影響範圍廣泛,主要包括:

  • 金融機構 銀行、資產管理公司、保險公司等,用於評估綠色和可持續金融產品的資格,引導投融資決策。
  • 企業(包括上市公司和潛在發行人) 特別是那些尋求發行綠色債券、可持續發展掛鈎債券(Sustainability-Linked Bonds, SLBs)或其他可持續金融工具的企業。分類標準為企業的綠色項目和轉型活動提供了參考框架,有助於其規劃和披露。
  • 行業組織和專業協會 為其成員提供指導和支持,促進行業的可持續發展。
  • 非政府組織(NGOs) 參與政策討論,推動更嚴格和更廣泛的可持續金融標準。
  • 政府及監管機構 作為制定相關政策、推動市場發展的工具,並參考其內容以制定監管指引。

合規要求

雖然本分類標準在現階段是一個自願性工具,但其旨在提供具體的合規指引和報告要求:

  • 自願性工具 HKMA明確指出,分類標準在現階段是自願性工具。
  • 報告要求
  • 活動/資產級別評估 分類標準採取活動級別和資產級別的評估方法,與全球主流分類標準一致。
  • 披露透明度 要求清晰披露活動的綠色或轉型屬性,並使用相關指標(CapEx, OpEx, Revenue)來量化與分類標準的一致性。
  • 轉型計劃的披露 對於被歸類為轉型活動或措施的項目,需要提供符合要求的轉型計劃,以證明其可信的脫碳路徑。
  • 實施指引
  • 類別劃分 明確了「綠色活動」(Green Activity)、「轉型活動」(Transition Activity)和「轉型措施」(Transition Measure)的定義和區別,以及「排除類別」(exclusion categories)。
  • 本地化適用 雖然與國際標準對接,但也強調了考慮香港本地實際情況和挑戰,例如在製造業、能源、建築等行業的標準制定。
  • 數據來源與標準 鼓勵引用政府數據(如香港天文台、環保署)、國際標準(ISO)、ESG報告框架、保險風險模型等,以支持分類標準的應用和驗證。

技術細節

本報告包含大量具體的技術術語、定義、標準和指標:

  • 環境目標 (Environmental Objectives)
  • 氣候變化減緩 (Climate Change Mitigation)
  • 氣候變化適應 (Climate Change Adaptation)
  • 污染預防 (Pollution Prevention)
  • 生物多樣性與自然 (Biodiversity and Nature)
  • 水資源的可持續利用與保護 (Sustainable use and protection of water resources)
  • 循環經濟 (Circular Economy)
  • 關鍵術語與分類
  • 綠色活動 (Green Activity) 指對實現可持續發展目標有顯著貢獻的經濟活動。
  • 轉型活動 (Transition Activity) 指尚未完全符合1.5°C路徑,但正在朝向目標邁進,或能在指定日落日期前顯著減少短期排放的經濟活動。
  • 轉型措施 (Transition Measure) 指活動中可用於部分改善排放表現的特定組成部分和干預措施。
  • 排除類別 (Exclusion Categories) 指明確排除在分類標準之外的活動。
  • do No Significant Harm (DNSH) 指「不對任何環境目標造成重大損害」。
  • Minimum Social Safeguards (MSS) 指「最低社會保障」。
  • Just Transition 指「公正轉型」,強調在邁向低碳經濟過程中,應關注對工人、社區和社會的影響。
  • 指標與標準 (Metrics and Standards)
  • 電力使用效率 (Power Usage Effectiveness, PUE) 用於衡量數據中心的能源效率,第二階段A設定了具體門檻。
  • 用水效率 (Water Usage Effectiveness, WUE) 用於衡量數據中心的用水效率。
  • 全球升溫潛力值 (Global Warming Potential, GWP) 用於衡量製冷劑的氣候影響。
  • 排放門檻 (Emissions Thresholds) 在能源、建築、製造業等行業中,用於確定活動是否符合綠色或轉型標準的量化指標,例如gCO2e/kWh。
  • 日落日期 (Sunset Dates) 為轉型活動設定的停止使用期限,例如鋁製造的2040年。
  • BEAM Plus 香港綠色建築評估標準。
  • BEC (Building Environmental Committee) baseline 建築環境委員會基線。
  • NABERS scheme 澳洲的建築能源效率評估計劃。
  • ISO 14040, ISO 14044, ISO 14067, ISO 19870 生命週期評估相關的國際標準。
  • 方法論 (Methodologies)
  • 生命週期評估 (Life Cycle Assessment, LCA) 用於計算產品或活動的總體環境影響。
  • 「從搖籃到場地」方法論 (Cradle-to-site methodology) 用於計算氫氣製造的排放,涵蓋從原材料獲取到生產、運輸、儲存的過程。
  • 1.5°C路徑 (1.5°C Pathway) 指與將全球平均氣溫升高控制在工業化前水平以上1.5°C的目標相一致的減排路徑。
  • 其他技術細節
  • IPCC (Intergovernmental Panel on Climate Change, 政府間氣候變化專門委員會)
  • UNEP (United Nations Environment Programme, 聯合國環境規劃署)
  • SBTi (Science Based Targets initiative, 科學基礎目標倡議)
  • ISIC codes (International Standard Industrial Classification of All Economic Activities, 國際標準產業分類編碼)
  • CapEx (Capital Expenditure, 資本支出)
  • OpEx (Operational Expenditure, 運營支出)
  • Revenue (收入)

附件、表格、附錄總結

  • **圖1: 第二階段A分類標準原型回應者類型 (Figure 1: Type of respondents to Phase 2A taxonomy prototype)**:此圖表展示了參與公眾諮詢的各類機構的數量分佈,包括銀行(9家)、資產管理公司(4家)、保險公司(1家)、企業(1家)、行業及專業協會(7家)和非政府組織(3家),總計25份回應。
  • **表1: 第二階段A分類標準原型諮詢問題 (Table 1: Consultation questions of Phase 2A taxonomy prototype)**:此表格詳細列出了HKMA在諮詢過程中向公眾提出的四類主要問題,涵蓋了分類標準的設計、結構、範圍、方法論、各行業標準、以及實施與應用等方面,旨在全面收集市場意見。
  • **圖3: 分類標準的生命週期評估方法 (Figure 3: Lifecycle assessment methodology)**:雖然此圖並未在摘要中具體展開,但報告提及它用於說明E-001(氫氣製造)的「從搖籃到場地」方法論,這表明分類標準在定義特定活動時,會參考圖表來闡述其計算範圍和方法。

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