Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-09-26 13:21Core Viewpoint - Moole Thread, known as the "Chinese version of Nvidia," has successfully passed the listing review committee of the Sci-Tech Innovation Board, aiming to raise 8 billion yuan for the development of next-generation AI training and inference chips, graphics chips, and AI SoC chips [1] Group 1: ESG Disclosure - The ESG report disclosure rate for Moole Thread concept stocks is 52.94%, higher than the industry average of 46.85% [1] - In terms of greenhouse gas emissions disclosure, the rate is 35.29%, but all reported data is limited to Scope 1 (direct emissions) and Scope 2 (purchased energy emissions), with no companies disclosing Scope 3 (value chain emissions) data [2][3] - Among the companies related to Moole Thread, only two have disclosed carbon emission data, indicating significant room for improvement in carbon data disclosure within the sector [3][6] Group 2: Employee Metrics - The disclosure rate for employee turnover is 23.53%, with the highest turnover rate reported by Moole Thread-related company Maijie Technology at 27.99% [5] - Only two companies related to Moole Thread have disclosed employee turnover data, highlighting a lack of transparency in this area [6] - The overall disclosure rate for the proportion of R&D personnel is 35.29%, with the highest proportion reported by Donghua Software at approximately 90% [6] Group 3: Recommendations for Improvement - Moole Thread should establish a resilient supply chain and green procurement system, implement comprehensive carbon emission accounting, and disclose Scope 3 emissions [9] - The company is advised to develop product energy efficiency and green computing strategies while enhancing the disclosure of employee and talent strategies [9] - It is essential for Moole Thread to fully disclose ethical and social responsibility information related to AI applications to set a benchmark for "green computing" in the industry [9]