绿色债券数据库方法论

The document details the criteria and multi-step screening process for the CBI Green Bond Database, emphasizing self-labeling, public disclosure, and alignment with the Climate Bonds Taxonomy and Sector Criteria. It defines eligible assets across energy, transport, water, waste, land use, and industry, while explicitly excluding fossil fuel-related activities. The methodology also addresses the treatment of adaptation and resilience measures, R&D expenditures, and the relationship between the database and the formal CBI Certification Scheme.

• To be included in the CBI Green Bond Database, a debt instrument must meet three primary prerequisites: it must be a debt tool (excluding short-term debt like deposits), it must be self-labeled by the issuer, and it must have sufficient public disclosure to prove the green nature of the financed assets and provide basic transaction data.
• The screening process consists of three steps: identifying climate-themed self-labeled debt, screening sectors and green credentials based on the Climate Bonds Taxonomy and Sector Criteria, and ensuring that 100% of net proceeds are allocated to eligible green assets, projects, or activities.
• The methodology allows for the inclusion of climate change adaptation and resilience measures, provided the issuer can demonstrate an understanding of climate risks and that the financing does not support assets that undermine mitigation goals.
• For the building sector, CBI is tightening standards; eligible upgrades must now demonstrate an energy efficiency improvement of at least 30%, or meet specific high-level certifications such as LEED Gold or Platinum.
• Research and development (R&D) is supported, with 'late-stage R&D' being easier to evaluate due to more quantifiable climate benefits. 'Early-stage R&D' is eligible only if accompanied by a clear strategy and climate-related goals.
• The CBI Green Bond Database is distinct from the CBI Certification Scheme; while certified bonds are generally eligible, the database also includes self-labeled bonds that may not be formally certified but meet the screening criteria.

APA

Climate Bonds Initiative (2022). 绿色债券数据库方法论. https://www.climatebonds.net/files/documents/publications/%E6%B0%94%E5%80%99%E5%80%BA%E5%88%B8%E5%80%A1%E8%AE%AE%E7%BB%84%E7%BB%87-%E7%BB%BF%E8%89%B2%E5%80%BA%E5%88%B8%E6%95%B0%E6%8D%AE%E5%BA%93-%E6%96%B9%E6%B3%95%E8%AE%BA_2025-02-17-162904_evyk.pdf

Chicago

Climate Bonds Initiative. 绿色债券数据库方法论. 2022. https://www.climatebonds.net/files/documents/publications/%E6%B0%94%E5%80%99%E5%80%BA%E5%88%B8%E5%80%A1%E8%AE%AE%E7%BB%84%E7%BB%87-%E7%BB%BF%E8%89%B2%E5%80%BA%E5%88%B8%E6%95%B0%E6%8D%AE%E5%BA%93-%E6%96%B9%E6%B3%95%E8%AE%BA_2025-02-17-162904_evyk.pdf.

Wikipedia

{{cite report |author=Climate Bonds Initiative |title=绿色债券数据库方法论 |date=October 2022 |url=https://www.climatebonds.net/files/documents/publications/%E6%B0%94%E5%80%99%E5%80%BA%E5%88%B8%E5%80%A1%E8%AE%AE%E7%BB%84%E7%BB%87-%E7%BB%BF%E8%89%B2%E5%80%BA%E5%88%B8%E6%95%B0%E6%8D%AE%E5%BA%93-%E6%96%B9%E6%B3%95%E8%AE%BA_2025-02-17-162904_evyk.pdf |access-date=17 August 2026 |via=Climate Insights Directory}}

BibTeX

@techreport{climatebondsinitiative2022, author = {{Climate Bonds Initiative}}, title = {{绿色债券数据库方法论}}, institution = {Climate Bonds Initiative}, year = {2022}, month = oct, url = {https://www.climatebonds.net/files/documents/publications/%E6%B0%94%E5%80%99%E5%80%BA%E5%88%B8%E5%80%A1%E8%AE%AE%E7%BB%84%E7%BB%87-%E7%BB%BF%E8%89%B2%E5%80%BA%E5%88%B8%E6%95%B0%E6%8D%AE%E5%BA%93-%E6%96%B9%E6%B3%95%E8%AE%BA_2025-02-17-162904_evyk.pdf}, urldate = {2026-08-17}, note = {Indexed by Climate Insights Directory} }