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2025蔚来日暗藏玄机?从理想到现实,蔚来冲刺四季度盈利
Hua Xia Shi Bao· 2025-09-23 13:11
Core Insights - The 2025 NIO Day marked a significant shift for the company, emphasizing a transition from idealism to market reality, with the theme "Grow with the Light" reflecting a collective sentiment of resilience and hope among users [1][4] - NIO showcased its commitment to user co-creation and technological innovation, with over 700 users participating in various collaborative activities during the event [1][2] Product and Technology Highlights - NIO's battery swap stations have been upgraded to the fourth generation, with plans for a fifth generation to enhance battery compatibility and efficiency, expected to be deployed in early 2024 [2][4] - The new ES8 and ET9 Horizon Special Edition were highlighted, with the ES8 starting at 406,800 yuan and dropping to 298,800 yuan with the BaaS battery rental option, showcasing a competitive pricing strategy [2][4] Market Strategy and Performance - NIO plans to focus on expanding its large SUV lineup in 2025, with new models set to be released throughout the year, while the EC7 will not see a new version next year [3][4] - The company reported a record delivery of 31,305 vehicles in August 2025, a 55.2% year-on-year increase, driven by the successful launch of the new Lido L90 model [5][6] Financial Goals and Challenges - NIO aims to achieve profitability in Q4 2025, with a delivery target of 150,000 vehicles for the year, although challenges such as potential delivery delays and changes in tax policies could impact this goal [6][7] - The company has invested over 600 billion yuan in R&D since its inception, focusing on key technologies like self-developed chips and solid-state batteries, while also building the largest smart battery swap network globally [7][8] Long-term Vision - NIO's dual-brand strategy targets different market segments, with the Lido brand focusing on the mainstream family market and NIO maintaining its presence in the high-end market, providing a balanced approach to market coverage [5][6] - The company emphasizes the importance of technological innovation, user community engagement, and infrastructure development as key components of its long-term competitive strategy [7][8]
银行“账外资金池”成了“私人提款机”,支行行长五年狂花4000万元买房买车
Hua Xia Shi Bao· 2025-09-23 12:45
一掷千金,豪购总价超千万元的多套房产、别墅,名车、翡翠手镯、奢侈品、手表应有尽有……这是一 名支行行长及其下属在五年间利用职务之便,将银行资金视为私人物品般的挪用、挥霍记录。 近日,中国裁判文书网披露一则刑事判决书。河南伊川农商行豫港路支行原副行长范某红,在原行长李 某甲的指使下,将支行违规设立的"账外资金池"当作"私人提款机",在2015年至2019年间,侵占资金高 达4195万余元,其中绝大部分用于满足李某甲及家族的奢侈生活需求。 本报(chinatimes.net.cn)记者张萌 卢梦雪 北京报道 被侵占的近4200万元资金究竟去向何方? 判决书显示,其中超3000万元用于购置房产,在珠海、洛阳等地购入的9套住宅和别墅中,8套在李某甲 及其关系人名下,1套在范某红名下。 另有340余万元用于购买多辆豪车,包括大切诺基JEEP、别克GL8和丰田阿尔法商务车;超300万元用于 购置翡翠手镯、摆件等珠宝;56万余元用于从境外购买手表及奢侈品。 此外,大量资金还被用于李某甲个人及家庭开支,涵盖美容、服饰、家用窗帘、亲属学费,甚至李某甲 家中安装电视和音响的费用,也悉数从"账外资金池"中列支。 记者注意到,李某甲 ...
杨艳彬首次跨界新茶饮,《一饭封神》后联名茶百道热销90万杯
Hua Xia Shi Bao· 2025-09-23 10:18
Core Insights - The popular variety show "Yi Fan Feng Shen" recently concluded, and the runner-up, chef Yang Yanbin, launched his first co-branded beverage, which sold nearly 900,000 cups shortly after its release [1][3]. Company Collaboration - Yang Yanbin collaborated with the leading new tea brand, Cha Bai Dao, to introduce a series of beverages featuring "rich milk tea" called "Palace Salty Cheese" and "Thousand Eye Salty Cheese" [1][3]. - This collaboration marks Yang Yanbin's first cross-industry partnership with a new tea brand after his appearance on "Yi Fan Feng Shen" [3]. Product Reception - Consumers who tasted the beverages described them as reminiscent of "drinking a piece of melt-in-your-mouth light cheesecake" and expressed surprise at being able to enjoy drinks crafted by a Michelin chef at Cha Bai Dao [3]. - Yang Yanbin emphasized the unique flavor profile of the drinks, combining specially crafted salty cheese with high-quality tea, and recommended a specific tasting method to enhance the experience [3]. Background Information - Yang Yanbin, born in 1993, is the head chef of the Michelin one-star restaurant "Fu Man Lou" in Chengdu and was awarded the "Young Chef Award" in the 2024 Chengdu Michelin Guide [3]. - Both Yang Yanbin and Cha Bai Dao share a common origin in Chengdu, and Cha Bai Dao has a significant tea production base in Yang's hometown of Fujian, covering over 6,000 square meters [3].
赣锋锂业:经济效益与环保效益双赢| 2025华夏ESG实践绿色机遇案例
Hua Xia Shi Bao· 2025-09-23 10:14
Company Overview - Jiangxi Ganfeng Lithium Co., Ltd. is the first A+H listed company in China's lithium industry, with A-share code 002460 and H-share code 01772. The company has developed industrial technologies for lithium extraction from brine, ore, and recycling, forming five major business segments: lithium resource development, lithium salt deep processing, lithium metal smelting, lithium battery manufacturing, and lithium battery recycling. It produces over 40 types of lithium compounds and lithium metal products, making it one of the most comprehensive manufacturers in the lithium product supply chain [1]. Green Transition Initiatives - In response to the critical background of green transformation, the company is enhancing its research and manufacturing capabilities for power battery technology, expanding advanced production capacity for high-nickel ternary and solid-state batteries in phases to meet electric vehicle market demand. The company is also accelerating the iteration of household energy storage products and strengthening commercial energy storage solutions, including the development and promotion of integrated solar-storage applications [2]. - The company is advancing battery recycling capacity construction and improving its vertical integration capabilities in the "retired battery-black powder lithium-recycled materials" process. Through technological innovation, it aims to enhance lithium recycling rates and actively align with domestic and international policies to build a policy-driven recycled lithium salt supply system, specifically enhancing the production capacity and technical standards for recycled materials [2]. Sustainable Projects - The company has launched green solutions, first applied to its own projects. For instance, in the Mariana project in Argentina, a photovoltaic power station with an installed capacity of 120 MW was built, equipped with a 288 MWh energy storage system using self-developed batteries, ensuring the project operates entirely on renewable energy with stable power supply for 24 hours. Additionally, the domestic transportation segment has been fully electrified, with external transport widely using electric vehicles, resulting in a reduction of approximately 1,265.85 tons of CO2 emissions at the Ma Hong ten-thousand-ton lithium salt factory through oil-to-electricity conversion [2]. - Internal transportation utilizes electric forklifts and loaders, with each electric forklift reducing emissions by approximately 53.39 tons annually and each electric loader by about 220.53 tons. All power batteries used are sourced from the company's own production, creating a "green closed-loop" value chain from raw materials to products [2]. Future Development Plans - In 2024, the lithium chemical segment plans to research brine extraction technology to replace traditional salt flat evaporation, significantly reducing the area required for salt flats and freshwater usage, while improving lithium recovery rates and saving costs. The lithium battery segment focuses on solid-state batteries and mobile energy storage, developing power batteries for various applications and entering the commercial energy storage market [3]. - The company is establishing a comprehensive value chain system that includes production technology optimization, waste raw material recycling, capacity construction, and industrial cluster development in the lithium circular economy. Through industry-academia-research cooperation, it is advancing "circular economy projects" to expand resource reserves and enhance utilization efficiency. These initiatives aim to reduce carbon footprints while solidifying market competitiveness and expanding shares in emerging markets, achieving a win-win in economic and environmental benefits [3].
中国银行:丰富绿色产品与服务| 2025华夏ESG实践绿色机遇案例
Hua Xia Shi Bao· 2025-09-23 10:09
企业介绍 文/华夏ESG观察联盟 在业务端,截至2025年6月末,中国银行的绿色贷款余额(中国人民银行口径)折合人民币45,391.45亿 元,比上年末同口径增长16.95%,绿色债券投资规模超过1,000亿元。 2025年,中国银行协助财政部在英国伦敦发行60亿元人民币绿色主权债券,是《中华人民共和国绿色主 权债券框架》发布后财政部发行的首笔绿色主权债券;作为牵头主承销商协助客户发行2025年全国首笔 绿色信用债券;作为主承销商协助客户发行全球首只同时符合《欧盟绿色债券标准》和国际资本市场协 会《绿色债券原则》要求的绿色债券。 中国银行服务构建合作共赢的全球气候治理体系,在联合国负责任银行原则(PRB)、"一带一路"绿色 投资原则(GIP)等十余个绿色和ESG相关倡议及机制中履职尽责,参与一系列绿色与可持续相关标准 制定、前沿课题研究及交流合作,三项绿色金融相关成果纳入第十一次中英经济财金对话成果文件。 2025年,作为中资金融机构加入自然相关财务披露工作组(TNFD),并参与第14号工作组(自然相关 机遇识别)的相关任务。 中国银行推进绿色网点、绿色数据中心建设,开展建筑节能改造,制定《中国银行总行大厦、 ...
蔚来:建立Circular Car Lab(循环汽车实验室)| 2025华夏ESG实践绿色机遇案例
Hua Xia Shi Bao· 2025-09-23 09:54
企业介绍 蔚来公司于2014年11月成立,致力于提供高性能的智能电动汽车与极致用户体验,是全球首家在美国、 中国香港、新加坡三地上市的汽车企业,建立了由12个领域的技术栈构成的"蔚来技术全栈"。蔚来公司 是一家全球化的智能电动汽车公司,在上海、合肥、北京、圣何塞、慕尼黑、牛津、布达佩斯、新加 坡、阿布扎比等10余地设立了研发与生产机构,并在中国、欧洲、中东、大高加索等地的10个国家和地 区建立销售和服务体系,覆盖全球超350个城市的用户。公司旗下现有NIO蔚来、ONVO乐道、firefly萤 火虫三大品牌,其中,蔚来品牌有九款高端智能电动车型在售,乐道品牌有两款车型在售,firefly萤火 虫品牌有一款智能电动高端小车在售。截至目前,蔚来公司已累计交付新车80多万台。 文/华夏ESG观察联盟 为实现"车到车" 闭环回收全流程,蔚来Circular Car Lab在2024年自主设计开发了线上追溯系统,并交付 循环各级合作伙伴使用,全流程追溯2024年度报废车、废料、成品、零件情况,以保证"车到车" 回收 数据的追溯性、真实性、完整性。 2024年,依托Circular Car Lab,蔚来已完成"车到车" 级 ...
复星医药:药品的引进来和走出去| 2025华夏ESG实践十佳案例
Hua Xia Shi Bao· 2025-09-23 09:51
Company Overview - Shanghai Fosun Pharmaceutical (Group) Co., Ltd. is a global healthcare industry group established in 1994, focusing on pharmaceuticals, medical devices, diagnostics, and healthcare services [1] - The company operates in major markets including the US, Europe, Africa, India, and Southeast Asia, with a strong emphasis on innovative drug development in oncology and immunology [1] Innovation and Product Development - Fosun Pharmaceutical employs an open innovation model through self-research, collaboration, licensing, and industrial investment, leading to the launch of innovative products in hematological malignancies, breast cancer, and lung cancer [2] - The company has introduced China's first biosimilar drug Hanlikang®, the first domestic trastuzumab biosimilar Hanquyou®, and the world's first approved anti-PD-1 monoclonal antibody for first-line treatment of small cell lung cancer, Hanshuang® [2] - As of July 2025, Fosun has five rare disease drugs on the market and ten additional indications under research, with its innovative drug Fumainin® approved for dual indications in May 2025 [2] Market Localization and Accessibility - Fosun Pharmaceutical aims to localize international technologies and products in China, enhancing the accessibility of quality medical resources [3] - The company's subsidiary, Fosun Kite, launched the first CAR-T cell therapy product Yikaida®, which is the first CAR-T therapy approved in China, benefiting over 800 lymphoma patients by the end of 2024 [3] - The first domestically produced Da Vinci surgical system was launched in October 2023, making China the only global production base outside the US, with over 670,000 patients treated by the Da Vinci surgical robot by the end of 2024 [3] Global Health Initiatives - Fosun Pharmaceutical is committed to improving the accessibility of medicines in developing countries, particularly in combating malaria in sub-Saharan Africa, where malaria claims a life every minute [4] - The company has developed artesunate for injection, a first-line treatment for severe malaria recommended by WHO, saving over 80 million patients by the end of 2024 [4] - The completion of the first phase of the Côte d'Ivoire park in May 2025 enhances the affordability and accessibility of pharmaceutical products in the region [4]
赣锋锂业:经济效益与环保效益双赢|2025华夏ESG实践绿色机遇案例
Hua Xia Shi Bao· 2025-09-23 09:50
Company Overview - Jiangxi Ganfeng Lithium Co., Ltd. is the first A+H listed company in China's lithium industry, with A-share code 002460 and H-share code 01772. The company has developed industrial technologies for lithium extraction from brine, ore, and recycling, forming five major business segments: lithium resource development, lithium salt deep processing, lithium metal smelting, lithium battery manufacturing, and lithium battery recycling. It produces over 40 types of lithium compounds and lithium metal products, making it one of the most comprehensive lithium product manufacturers [1]. Green Transition Initiatives - In response to the electric vehicle market demand, the company is enhancing its research and manufacturing capabilities for power battery technology, expanding advanced production capacity for high-nickel ternary and solid-state batteries. It is also accelerating the iteration of household energy storage products and strengthening commercial energy storage solutions, including the development and promotion of integrated solar-storage applications [2]. - The company is advancing battery recycling capacity and improving its vertical integration capabilities in the "retired battery-black powder lithium-recycled materials" process. Through technological innovation, it aims to enhance lithium recycling rates and actively align with domestic and international policies to establish a policy-driven recycled lithium salt supply system [2]. Sustainable Projects - Ganfeng Lithium has launched green solutions, exemplified by the construction of a 120MW photovoltaic power station near its Mariana project in Argentina, equipped with a 288MWh energy storage system using self-developed batteries, ensuring the project operates entirely on renewable energy with stable power supply [2]. - The company has fully electrified its domestic transportation, utilizing electric vehicles for external transport. Its lithium salt factory has reduced carbon emissions by approximately 1,265.85 tons through oil-to-electricity conversion. Internal transport employs electric forklifts and loaders, with each electric forklift reducing emissions by about 53.39 tons annually and each electric loader by approximately 220.53 tons, all powered by the company's self-produced batteries, creating a "green closed-loop" from raw materials to products [2]. Research and Development Focus - In 2024, the lithium chemical segment will research brine extraction technology to replace traditional salt pond evaporation, significantly reducing the area required for salt ponds and freshwater usage while improving lithium recovery rates and cost savings. The lithium battery segment will focus on solid-state batteries and mobile energy storage, developing power batteries for various applications and entering the commercial energy storage market [3]. - The company is establishing a comprehensive value chain system for the circular economy, covering production technology optimization, waste raw material recycling, capacity building, and industrial cluster development. Through industry-academia-research collaboration, it is advancing "circular economy projects" to expand resource reserves and enhance utilization efficiency, achieving a win-win in economic and environmental benefits while reducing carbon footprints and strengthening market competitiveness [3].
中国平安:三个领域助力乡村振兴|2025华夏ESG实践十佳案例
Hua Xia Shi Bao· 2025-09-23 09:50
Company Overview - China Ping An has developed into a large "comprehensive finance + medical and elderly care" service group over 36 years, addressing financial, medical, and elderly care pain points for over 240 million individual clients and over 4 million corporate clients [2] - As of the end of 2024, the company has a total of 273,053 employees, with a female employee ratio of 51%, reflecting a diverse team structure across gender and age dimensions [2] Social Responsibility Initiatives - China Ping An views rural revitalization as a key aspect of its social responsibility, continuously implementing the "Three Villages Project" focusing on industry, health, and education [4] - In 2024, the company provided 52.014 billion yuan in industrial support revitalization funds, conducted 6,767 hours of public welfare teaching, and organized nearly 30,000 volunteer activities [4] - The "Medical Journey" initiative has conducted 106 events to enhance national health literacy, providing free health check-ups for 6,859 villagers and hosting 29 lectures on chronic disease awareness with 656,200 live viewers [4] - The company has built 119 Ping An Hope Primary Schools nationwide, recruited 12,708 volunteer teachers, and provided over 443,000 hours of teaching service [4] Employee Management and Care - China Ping An is committed to creating a fair, harmonious, and healthy work environment, with training investments reaching 956 million yuan in 2024 and an average training duration of 49.16 hours per employee [5] - The company has developed 532 professional course tags and over 47,000 related courses covering various job sequences, including marketing, technology, and operations [5] - China Ping An strictly adheres to national social insurance and housing fund policies, ensuring timely and full payment of five types of social insurance and housing funds, with a total investment of 130 million yuan in work injury insurance [5]
中国平安:三个领域助力乡村振兴| 2025华夏ESG实践十佳案例
Hua Xia Shi Bao· 2025-09-23 09:49
企业介绍 文/华夏ESG观察联盟 历经36年发展,中国平安成长为一家大型的"综合金融+医疗养老"服务集团,关注、研究如何解决客户 的金融、医疗、养老服务痛点,为超2.4亿个人客户、超400万团体客户提供优质服务。公司在香港联合 交易所主板(2318.HK)及上海证券交易所(601318.SH)两地上市。 截至2024年年末,中国平安员工总数为273,053人,女性员工占比51%,在性别、年龄等维度体现了多 元化的团队结构。 实践案例 中国平安在2024全年提供产业帮扶振兴资金520.14亿元,公益支教课时6,767课时,全年落地各类志愿者 活动近3万场。获评金融支持国家乡村振兴重点帮扶县典型案例2个。平安健康"医路健行"国民健康素养 提升行动累计落地106场,为6,859位村民提供免费体检服务;举办百场慢病科普讲座29场,直播观看人 次65.62万人次。中国平安开展百村巡回医疗下乡活动380场,实现乡村卫生室升级45个,举办乡村义诊 45场。 截至2024年年底,中国平安已在全国援建平安希望小学119所,累计招募支教志愿者12,708名,支教服 务时长总计超44.3万小时。在1,039所智慧学校落地实施青少年 ...