摩尔线程科创板上市过会 A股相关概念股ESG报告披露率超50%

Core 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: Company Overview - Moole Thread was established in 2020 and focuses on GPU-related computing infrastructure and providing one-stop solutions [1] - The company plans to use the funds raised from the IPO primarily for R&D in AI chips and graphics chips [1] Group 2: ESG Disclosure - Among the 17 A-share concept stocks related to Moole Thread, the ESG report disclosure rate is 52.94%, with greenhouse gas emissions disclosure at 35.29%, all of which only cover "Scope 1" (direct emissions) and "Scope 2" (purchased energy emissions) [1][2] - No companies disclosed "Scope 3" (value chain emissions) data, indicating a lack of comprehensive carbon accounting [2] Group 3: Emissions Data - The reported greenhouse gas emissions vary significantly among the concept stocks, with Shengyuan Environmental having the lowest emissions at 25,000 tons and Lianmei Holdings at the highest with 3.05 million tons [3] - Only two companies related to Moole Thread's business, Maijie Technology and Guanghuan New Network, disclosed carbon emissions data, highlighting a significant gap in carbon data disclosure in this sector [3] Group 4: R&D and Talent Management - R&D investment, talent acquisition, and management are core issues for Moole Thread, with only 23.53% of companies disclosing employee turnover rates [4] - Among the companies related to Moole Thread, only two disclosed employee turnover data, while 35.29% disclosed the proportion of R&D personnel, with Donghua Software having the highest at approximately 90% [5] Group 5: Future Recommendations - To align with Nvidia, Moole Thread should build a resilient supply chain and green procurement system, implement comprehensive carbon emission accounting, and disclose "Scope 3" emissions [7] - The company should also develop energy efficiency and green computing strategies, enhance talent strategy disclosure, and provide information on AI application ethics and social responsibility [7]