471家上市公司迎ESG大考｜ESG热搜榜

Group 1: ESG Disclosure in A-Share Market - In 2026, A-share market will implement mandatory ESG disclosures, marking a significant regulatory shift [1] - 471 listed companies are required to disclose their ESG reports by April 30, 2026, with 28 companies yet to disclose their 2024 ESG reports [1] Group 2: Dividend Distribution - Recently, 37 listed companies, including major banks and Kweichow Moutai, distributed over 220 billion yuan in dividends [2] - Year-to-date, 510 companies in the Shanghai market have announced mid-term dividend plans totaling 644.1 billion yuan, an 11% increase from 582.8 billion yuan in the same period of 2024 [2] Group 3: EU Emission Reduction Agreement - The European Parliament and Council reached a historic agreement to reduce greenhouse gas emissions by 90% by 2040 compared to 1990 levels [3] - The agreement allows member states to use international carbon credits to offset up to 5% of their reduction targets starting in 2036 [3] Group 4: Corporate Governance Issues - Daimay Co. received a warning from the Shanghai Securities Regulatory Bureau for failing to timely disclose a fire incident causing a loss of 242 million yuan, which is 30.17% of its latest audited net profit [4] - Jiaao Environmental Protection was warned and fined 5.5 million yuan for false financial reporting related to its environmental plasticizer project [5] - Renfu Pharmaceutical also faced penalties for false financial disclosures, leading to a change in its stock designation to ST Renfu [6][7] Group 5: Corporate Sustainability Reports - Estée Lauder released its 2025 fiscal year social impact and sustainability report, highlighting significant progress in areas like climate change and sustainable packaging [8] - Huaxia Fund published an ESG investment white paper, indicating a shift in corporate perception of ESG from a cost burden to a strategic advantage, with over 63% of companies planning to maintain or increase emissions reduction investments [9]