【编者按】随着ESG多项国际准则生效实施，ESG的发展进入新纪元。2024年，ESG理念迎来20周年。 在这一重要历史节点，联合国全球契约组织与中国外文局亚太传播中心、第一财经联合推出"ESG+20可 持续发展领导力系列访谈"节目，通过对话20位中国企业家的形式，结合实地走访受访企业的实践成 果，探讨中国企业领导者在可持续发展、ESG及企业社会责任方面的洞见、成果和领导力。 本期"ESG+20可持续发展领导力系列访谈"，对话携程集团联合创始人兼董事局主席梁建章。携程集团 于2021年加入联合国全球契约组织。 旅游兼顾低碳出行是未来的一个趋势。梁建章介绍了携程正在尝试的低碳酒店模式，首先是将酒店进行 低碳化改造，包括在屋顶设立太阳能发电，大部分电可以自己用，大部分电还可以输回给电网，这样就 实现碳排放的大幅降低，减少约30%~50%的碳排放。再为这类酒店附上低碳的标签，面向全球游客进 行推广，提倡低碳的游客非常认可此类旅游产品，"未来希望能够逐步将这种低碳酒店模式进行推广。" "美好社会是一个可持续发展的社会，希望人类文明能够长期繁荣下去。"梁建章表示，而提供好的旅游 服务，能够让人类长期保持对旅游的兴趣。对于 ...

算力产业链领跌，GPU、CPO方向回调明显；人工智能走弱。光刻机、脑机接口题材活跃。 （持续更新中……） 09:25 A股开盘｜三大股指集体低开 算力产业链领跌 三大股指集体低开，沪指跌0.18%，深成指跌0.28%，创业板指跌0.2%。算力产业链领跌，GPU、CPO方向回调明显；人工智能走弱。光刻机、脑机接口 题材活跃。 | 板块名称 | 涨幅 | 主力金额 | 板块名称 | 涨幅 | 主力金额 | | --- | --- | --- | --- | --- | --- | | 芬太尼 | +0.59% | -244.9万 | 关装重组概念 | -1.50% | +579.4万 | | 科创次新股 | +0.58% | +1018/כ | 多元金融 | -1.03% | -1670/- | | 超级电容 | +0.57% | -441.2 - | 贵金属 | -0.99% | -912.2 / | | 高压氧舱 | +0.54% | +1118万 | 工程机械 | -0.74% | +1566万 | | 油气开采及服务 | +0.47% | +286.4/7 | F5G概念 | -0.67% | -3353 ...

Market Overview - Most large-cap stocks experienced declines, with HSBC Holdings closing at HKD 103.043, up 2.63% from the previous close, while Tencent Holdings closed at HKD 585.875, down 0.70% [1][2] Stock Performance Summary - Tencent Holdings (00700) latest price: HKD 590.000, change: +HKD 4.000 (+0.68%), ADR price: HKD 585.875, decline: -HKD 4.125 (-0.70%) [2] - Alibaba Group (09988) latest price: HKD 121.800, change: -HKD 1.900 (-1.54%), ADR price: HKD 119.737, decline: -HKD 2.063 (-1.69%) [2] - HSBC Holdings (00005) latest price: HKD 100.400, change: -HKD 0.315 (-0.31%), ADR price: HKD 103.043, increase: +HKD 2.643 (+2.63%) [2] - AIA Group (01299) latest price: HKD 76.900, change: +HKD 0.500 (+0.65%), ADR price: HKD 76.338, decline: -HKD 0.562 (-0.73%) [2] - Meituan (03690) latest price: HKD 124.400, change: +HKD 0.100 (+0.08%), ADR price: HKD 121.813, decline: -HKD 2.587 (-2.08%) [2] - NetEase (099999) latest price: HKD 207.800, change: -HKD 7.600 (-3.53%), ADR price: HKD 203.157, decline: -HKD 4.643 (-2.23%) [2] - Hong Kong Exchanges and Clearing (00388) latest price: HKD 439.200, change: -HKD 0.600 (-0.14%), ADR price: HKD 435.548, decline: -HKD 3.652 (-0.83%) [2] - Ping An Insurance (02318) latest price: HKD 57.900, change: +HKD 1.100 (+1.94%), ADR price: HKD 57.146, decline: -HKD 0.754 (-1.30%) [2] - JD.com (09618) latest price: HKD 125.100, change: -HKD 2.300 (-1.81%), ADR price: HKD 123.693, decline: -HKD 1.407 (-1.13%) [2] - Kuaishou Technology (01024) latest price: HKD 75.200, change: +HKD 0.250 (+0.33%), ADR price: HKD 74.811, decline: -HKD 0.389 (-0.52%) [2]

Short Selling Ratios - Anta Sports (82020) has the highest short selling ratio at 100.00% [1][2] - Xiaomi Group (81810) follows with a short selling ratio of 75.31% [1][2] - BYD Company (81211) has a short selling ratio of 63.38% [1][2] Short Selling Amounts - Tencent Holdings (00700) leads in short selling amount with 4.106 billion [2] - Alibaba Group (09988) has a short selling amount of 1.883 billion [2] - Meituan (03690) follows with a short selling amount of 1.416 billion [2] Deviation Values - Xiaomi Group (81810) has the highest deviation value at 29.08% [1][2] - Anta Sports (82020) has a deviation value of 27.83% [1][2] - Trip.com Group (09961) has a deviation value of 23.25% [1][2]

Group 1 - Webtoon shares increased by 30.3% following better-than-expected Q2 performance and a partnership with Disney [1] - Cava, a Mediterranean restaurant chain, saw a decline of 22.1% as Q2 revenue fell short of expectations [1] - CoreWeave, an AI infrastructure provider, experienced a drop of 10.8% with mixed quarterly results [1] - Trip.com (携程网) shares rose by 4.0% due to explosive growth in the summer travel market [1]

Core Viewpoint - The China Securities Hong Kong 300 Leisure Index has shown significant growth, with a year-to-date increase of 16.34% and a recent monthly rise of 1.86% [2] Group 1: Index Performance - The China Securities Hong Kong 300 Leisure Index reported a value of 3001.95 points [1] - The index has increased by 8.25% over the past three months [2] - The index is based on a sample of companies from various sectors, including banking, transportation, resources, infrastructure, logistics, and leisure, reflecting the overall performance of different thematic stocks in the Hong Kong market [2] Group 2: Index Composition - The top ten weighted stocks in the index include Kuaishou-W (11.02%), Tencent Holdings (10.37%), NetEase-S (9.58%), Baidu Group-SW (9.45%), Trip.com Group-S (9.27%), Yum China (8.7%), Meituan-W (7.73%), Galaxy Entertainment (5.88%), Bilibili-W (3.44%), and Sands China Ltd. (3.3%) [2] - The index's holdings are entirely composed of stocks listed on the Hong Kong Stock Exchange, with a 100% allocation [2] - The sector breakdown of the index holdings shows that leisure services account for 41.47%, digital media for 38.68%, cultural entertainment for 11.92%, alcohol for 6.84%, and marketing and advertising for 1.09% [2] Group 3: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [3]

Core Viewpoint - The U.S. stock market saw a collective rise in popular Chinese concept stocks before the market opened, indicating positive investor sentiment towards these companies [1] Group 1: Stock Performance - Bilibili experienced a rise of over 5% [1] - NetEase and Kingsoft Cloud both increased by more than 4% [1] - Ctrip, Tiger Brokers, Li Auto, NIO, Futu, and Quantum Song all saw gains exceeding 3% [1] - Alibaba, Tencent Music, and Pinduoduo rose by more than 2% [1]

Core Insights - The hotel industry is undergoing a transformation driven by technology, particularly through Ctrip's "Smart Travel Future" hotel empowerment plan aimed at addressing efficiency bottlenecks and enhancing inbound service capabilities [1] - Ctrip plans to cover 200,000 partner hotels over the next three years, targeting a 100% annual growth in inbound travel orders and new customer acquisition [1] Group 1: Language Barrier Solutions - Language barriers have historically limited mid-range hotels from accessing the international tourist market, resulting in lost opportunities [2] - Ctrip's multi-language AI system enables real-time translation in 26 languages, significantly improving communication efficiency for hotels lacking foreign language staff [2][4] - Hotels utilizing this system have reported a threefold increase in overseas inquiry handling efficiency, with inbound orders surpassing 50% for the first time [2] Group 2: Market Expansion through Innovation - Ctrip's empowerment plan combines content marketing and experiential offerings to help hotels reach new customer segments and achieve a 100% increase in new customer growth [5] - Collaborative products like "Hotel + Cultural Experience" have led to a nearly 20% increase in average transaction value for participating hotels [5] - Ctrip is also targeting different demographics, such as students, with exclusive offers that have attracted over 100,000 bookings in a month [5] Group 3: Operational Efficiency through AI - Many low-star hotels face operational challenges, but Ctrip's AI tools are helping them improve efficiency by automating 80% of daily inquiries and reducing training time for new staff [7][9] - The AI Merchant Assistant provides strategic insights for hotels to enhance their competitive positioning and optimize marketing efforts [7][10] - This technology is expected to elevate operational efficiency by 100%, laying a foundation for sustainable business practices in the hotel industry [12]

Market Performance - A-shares experienced a strong upward trend on the last trading day of the Year of the Tiger, with the Shanghai Composite Index reaching a new high in the current rebound, closing up 0.76% at 3264.81 points [1] - The total trading volume in the two markets was 749.1 billion yuan, an increase of approximately 62 billion yuan compared to the previous day [1] - Northbound funds continued to buy heavily, with a net purchase of over 9 billion yuan today, marking the 13th consecutive day of accumulation, totaling 48.5 billion yuan for the week, which is the second-highest weekly net purchase on record [1] Sector Performance - Cyclical sectors such as non-ferrous metals, coal, steel, oil, and electricity saw collective gains, with notable performances in rare earth and gold concepts, including stocks like China Rare Earth and Yintai Gold hitting the daily limit [2] - New energy sectors, including lithium mining, lithium batteries, energy storage, wind power, and photovoltaics, also performed strongly, with Rongjie shares rising over 8% and Sunshine Power increasing over 7%, bringing its latest market value to 190.9 billion yuan [2] - The telecommunications sector saw all three major operators rise significantly, with China Telecom hitting the daily limit and China Unicom increasing by about 7% [2] Hong Kong Market - The Hong Kong stock market saw a strong rally, with the Hang Seng Index rising nearly 2% to surpass 22,000 points, closing up 1.82% at 22044.65 points, marking a six-month high [2] - The Hang Seng Technology Index increased by 2.67% to 4568.79 points, with individual stocks like New Oriental Online rising over 10% to set a new historical high [2]

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in the market, indicating significant investor sentiment against these companies, with notable short-selling ratios and amounts for specific stocks [1][2]. Group 1: Top Short-Selling Ratios - Anta Sports (82020) has the highest short-selling ratio at 100.00% with a short-selling amount of 97,800 CNY [2]. - China National Offshore Oil Corporation (80883) follows with a short-selling ratio of 90.59% and a short-selling amount of 1,305,000 CNY [2]. - Tencent Holdings (00700) has a short-selling ratio of 87.99% with a short-selling amount of 1,125,000 CNY [2]. Group 2: Top Short-Selling Amounts - Meituan (03690) leads in short-selling amount with 1.136 billion CNY and a short-selling ratio of 23.98% [2]. - Xiaomi Group (01810) has a short-selling amount of 1.04 billion CNY and a short-selling ratio of 16.20% [2]. - Tencent Holdings (00700) also appears in this category with a short-selling amount of 1.007 billion CNY and a short-selling ratio of 15.29% [2]. Group 3: Top Short-Selling Deviation Values - Tencent Holdings (80700) has the highest deviation value at 45.57%, indicating a significant difference from its average short-selling ratio over the past 30 days [2]. - China National Offshore Oil Corporation (80883) has a deviation value of 42.14% [2]. - China State Construction International (03311) shows a deviation value of 34.50% [2].