请务必阅读正文之后的免责声明及其项下所有内容 核心观点 请务必阅读正文之后的免责声明及其项下所有内容 2025年10月12日 证券研究报告 | ESG热点周聚焦（10月第2期） 工信部启动2025年度绿色工厂推荐工作 策略研究 · 策略专题 证券分析师：王开 证券分析师：陈凯畅 021-60933132 021-60375429 wangkai8@guosen.com.cn chenkaichang@guosen.com.cn S0980521030001 S0980523090002 ◼ 海外ESG热点事件：技术深度融合与政策适应性调整。企业界主动强化环境责任，雀巢、玛氏等20多家企业联合反对欧盟延迟森林砍伐法规； 微软签署日本100兆瓦太阳能协议，以20年购电承诺加速亚太清洁能源转型；道达尔与威立雅合作甲烷减排与水资源管理，实现跨部门协同 创新。ESG数据技术融合加速，Sunhat融资扩展AI验证平台解决"证明差距"，Novata收购Atlas Metrics强化全球披露效率。绿色资本部署 创纪录，Brookfield募集200亿美元成立全球最大能源转型基金；凯雷与CalSTRS建立气候投资伙伴关系，解锁 ...

CALGARY, AB / ACCESS Newswire / October 10, 2025 / Kestrel Gold Inc. ("Kestrel")(TSXV:KGC) provides an update on ongoing drilling program by Centerra Gold Inc. ("Centerra", TSX:CG or NYSE:CGAU) at Kestrel's 100% owned QCM property located in the Manson-Germanson area of central British Columbia. The QCM project is comprised of 8,729 hectares, centered over a 15-kilometre NW-SE striking segment of the Manson Fault Zone. ...

BASF will keep a 40% stake in the business, which the deal values at $8.91 billion, after the sale is complete. ...

据英国《金融时报》报道， 美国私募股权投资公司凯雷（Carlyle）即将以约70亿欧元（81.70亿美元或人民币582亿元）的价格收购巴斯夫（BASF）正在 出售的涂料业务。双方预计将在未来数周内正式签署协议。这一潜在交易不仅创下今年化工行业并购规模纪录，更引发市场对全球涂料产业格局重构的关 注。 该报援引熟悉出售流程的消息人士称，凯雷的出价高于其他对该部门表现出兴趣的金融投资者，目前正与总部位于路德维希港的化工巨头进行排他性谈 判。巴斯夫的这一部门拥有超过10300名员工，去年的收入为38亿欧元，主要生产汽车涂料。巴斯夫今年早些时候将该业务挂牌出售。 该公司拒绝就该报告发表具体评论。一位发言人指出，自第二季度以来，巴斯夫一直在探索该业务的战略选择，并对市场进行调查。预计将在今年年底前 做出决定。 根据路透社报道，一位知情人士周一对路透表示， 私募股权投资公司凯雷在收购德国化工企业巴斯夫涂料业务的谈判中处于领先地位。巴斯夫的一位发 言人表示，不对市场传言或猜测发表评论是公司的政策。 巴斯夫涂料部门于今年年初挂牌出售。该部门拥有超过10300名员工，主要生产汽车涂料，去年的销售额为38亿欧元。巴斯夫在第二季度开 ...

Economic Indicators - The latest data indicates that payroll employment growth for September was only 17,000, significantly lower than the typical growth of about 200,000 per month observed earlier in 2025 [4][5] - There is a notable disconnect between the low job growth and the GDP growth, which is reported at an annualized rate of 2.7% through the end of September [5][6] Consumer Behavior - A recovery in consumer spending is noted, particularly among higher-income households, with about 35% of households having mortgages originated before 2022, insulating them from interest rate risks [7] - A decline of 150 basis points in delinquency rates for consumer loans among the bottom third of households by income suggests a potential broadening of consumption growth [8] Capital Expenditures and AI - The current capital expenditure (capex) boom, particularly in AI, is the largest seen in over 25 years and appears unaffected by higher interest rates [9] - In Q3, AI contributed approximately 70 basis points to GDP growth, indicating a growing but relatively smaller impact on overall economic growth [10] Corporate Investment Trends - There is significant enthusiasm for AI among corporate management teams, with pressures to adopt AI technologies to avoid falling behind competitors [11][13] - The construction sector shows bleak prospects except for data centers, which are experiencing robust growth [12]

Carlyle's estimate comes in the middle of other numbers being released in an attempt to fill a gap left due to the government shutdown. ...

A 'Now Hiring' paper sits on the table as recruiters for Teleperformance company engage job seekers at the Mega JobNewsUSA South Florida Job Fair held in the Amerant Bank Arena on Sept. 25, 2025 in Sunrise, Florida.Employment growth was essentially flat in September, according to data from investment giant Carlyle that seeks to fill in data gaps created by the government shutdown.The firm said its proprietary data showed job growth of just 17,000 from the month, which would be even less than the 22,000 gain ...

Group 1 - Carlyle Group released a "bleak interpretation" of the U.S. labor market to fill the economic data void left by the government shutdown [1] - The estimated increase in non-farm employment for September is only 17,000 jobs, significantly lower than the economist survey's expectation of 54,000 jobs [1] - Carlyle has been calculating its own estimates for U.S. GDP, consumer spending, and inflation for over a decade to serve as timely alternative indicators during data delays [1] Group 2 - The Federal Reserve cut interest rates for the first time this year in response to signs of weakness in the labor market, despite inflation remaining above its long-term target [2] - The Labor Statistics Bureau surveys approximately 121,000 businesses and government agencies for the monthly employment report, while private employment data sources have larger sample sizes [2] - ADP Research reported a loss of 32,000 jobs in September, raising concerns among markets and economists [2]

Core Insights - Acentra Health's Chief People Officer, Kelly Schlageter, has been recognized as a 2025 Women in Leadership honoree by Virginia Business for her exceptional leadership and commitment to inclusivity [1][5] Company Initiatives - Under Schlageter's leadership, Acentra Health employees contributed over 3,000 hours of volunteer service and more than $330,000 in philanthropic contributions in 2024, showcasing the company's commitment to corporate social responsibility [2] - The company has implemented strategic initiatives to enhance workforce engagement and mental wellness, including expanded employee wellness offerings [3] Leadership and Culture - Schlageter has fostered a people-first mindset and a values-driven culture at Acentra Health, emphasizing empathy, clarity, and action, which has contributed to a thriving workplace [3] - Acentra Health has united three organizations under a shared identity and purpose through a successful merger, with Schlageter playing a key leadership role in this process [3] Advocacy and Recognition - Schlageter is a long-time advocate for equity and LGBTQ+ inclusion, receiving national recognition for her contributions, including the Washington Business Journal's Business of Pride honor [4] - She serves on the Northern Virginia Chamber of Commerce Board of Directors and is a member of The Economic Club of Washington, D.C., further demonstrating her commitment to social impact [4] Company Overview - Acentra Health combines public sector knowledge, clinical expertise, and technological innovation to modernize healthcare experiences for various partners, aiming to accelerate better health outcomes [6]

Group 1 - The Carlyle Group Inc. (NASDAQ:CG) is recognized as a strong investment option, highlighted by Jim Cramer as one of "Lang's favorites" due to its consistent upward trend in stock performance [1] - The stock has been in a strong uptrend for several months, characterized by a series of higher highs and higher lows, indicating a favorable technical chart pattern [1] - Despite reaching overbought levels in July, the stock did not experience a significant sell-off, suggesting resilience in its performance [1] Group 2 - The Carlyle Group operates as a global investment firm with activities spanning private equity, real assets, credit, and fund solutions, indicating a diversified investment strategy [2]