可持续性

Search documents
无印良品又行了?
创业家· 2025-10-12 10:07
以下文章来源于i黑马 ,作者i黑马 i黑马 . 让创业者不再孤独@i黑马 全球关店潮中,无印良品母公司却创下历史最高利润。 北京世茂工三店、国瑞城店 先后官宣闭店,营业 11 年的 济南振华商厦店、长沙泊富国际广场店 也都定于 8 月底停止运营。 相信很多人看到这些消息,第一反应是: 无印良品是不是不行了? 但数据告诉我们一个截然不同的故事: 无印良品母公司良品计划在 2025 年 7 月发布的财报显示,其业绩超预期, 利润创历史新高 ,营业收入 同比增长 19.2% ,达到 5910 亿 日元 。 归母净利润 435 亿日元,同比增长 30.1% 。其中中国大陆市场营收 1027 亿日元 ,驱动东亚业务利润同比增长 127.5% ,成为创高核心 支撑。 01 战略性撤退而非溃败 这个看似矛盾的现象背后,是一场精心策划的战略转型。 最近,无印良品在中国多个城市关闭核心商圈老店的新闻频频出现。 表面上看,无印良品确实在关闭门店。 2025 年 1-5 月,无印良品在中国市场 关闭了 17 家门店 ,创下历史新高。但这些 关闭的门店都带着鲜明的 " 旧商圈标签 " 。 它们多是早年扎根一线城市核心地段的老店,如今 ...
BIC: Disclosure of total number of voting rights and number of shares forming the capital as of September 30, 2025
Globenewswire· 2025-10-06 15:45
Disclosure of total number of voting rights andnumber of shares forming the capitalas of September 30, 2025 Clichy, France – October 06, 2025 Article L 233-8-II of the French “Code de Commerce” and Article 223-16 of the General Regulations of the French “Autorité des Marchés Financiers”. As of September 30, 2025, the total number of issued shares of Société BIC is 41,621,162 shares, representing:- 58,335,474 voting rights,- 57,788,448 voting rights excluding shares without voting rights Contacts Brice Pari ...
巴西反垄断机构决定2026年起恢复“黄豆禁伐令”
Xin Hua Cai Jing· 2025-10-03 03:17
大豆出口商则强调,禁伐令在遏制亚马孙雨林关键时期的砍伐方面发挥了作用,且有助于维护巴西农产 品在国际市场的可持续形象。与此同时,部分欧洲零售商和超市已致函巴西大型贸易商,要求其即便在 禁伐令暂停期间,仍应坚持只采购未在新近砍伐区生产的大豆。 分析人士指出,Cade的这一决定不仅将影响巴西农业生产和出口格局,还可能对巴西在国际环保和贸 易谈判中的形象产生深远影响。 (文章来源:新华财经) 新华财经圣保罗10月2日电(记者杨家和)巴西经济防卫行政委员会(Cade)近日裁定,自2026年1月1 日起恢复执行"黄豆禁伐令",而在此之前,该措施将暂时中止。 "黄豆禁伐令"是由多家大型贸易公司和出口商自2008年起签署的自律协议,禁止收购在亚马孙法定保护 区内2008年之后开垦的土地上生产的黄豆,即便这些开垦行为符合2012年《森林法典》的规定。该协议 被视为国际市场,尤其是欧洲买家的可持续性要求的重要体现。 今年8月,Cade下属总检察署认为该禁伐协议可能涉嫌妨碍竞争,因此启动行政调查,并一度采取预防 性措施中止其效力。但在30日的表决中,Cade合议庭多数委员决定,该预防性措施将仅维持至2025年 12月31日,之后 ...
J.P. Morgan’s upgrade puts packaging in the spotlight
Yahoo Finance· 2025-09-25 09:11
Core Insights - J.P. Morgan's Overweight rating on Packaging Corporation of America (PKG) highlights the importance of the packaging industry, which is crucial for modern trade, consumption, and sustainability [1] - PKG is recognized as a leader in the corrugated packaging sector, showcasing its role as a bellwether for industry transformation [1] Company Performance - PKG achieved a 21% return on equity and has a 23-year history of dividend payments, demonstrating strong financial health [2] - The recent $1.2 billion acquisition of Greif's containerboard assets reflects the company's commitment to scale, efficiency, and sustainability [2] - In Q4 2024, PKG reported a 9.1% year-on-year growth in corrugated product shipments, supported by favorable pricing and product mix [3] - The company is implementing cost-control measures, such as closing a Georgia-based plant, while simultaneously expanding capacity through acquisitions [3] - Analysts note PKG's unique ability to generate reliable cash flow while pursuing growth opportunities, distinguishing it as both a value and growth investment [4] Industry Trends - The corrugated packaging industry is experiencing a structural reset, with competitors reducing capacity and focusing on margins, which benefits larger players like PKG [5] - Demand for corrugated packaging is stabilizing, with U.S. containerboard production increasing by 4.2% and exports rising by 16.2% year-on-year in Q3 2024 [5] - The global corrugated packaging market is expected to grow at a 5% compound annual rate from 2025 to 2034, driven by e-commerce and sustainability initiatives [6] - North America's market is projected to exceed $54 billion by 2034, fueled by innovations in lightweight materials and recyclable coatings [6] Sustainability and Competitive Advantage - Sustainability is becoming a key factor in company valuations, with PKG utilizing recycled fibers and enhancing supply chain efficiency to meet environmental regulations [7] - The acquisition of Greif's containerboard assets is part of a broader trend of consolidation in the industry, allowing PKG to improve its capacity and bargaining power [8]
2025年中国飞机喷漆市场展望:AI技术驱动,市场规模增长33.3%
Sou Hu Cai Jing· 2025-09-01 09:38
Core Insights - The report by Beijing Disuo Consulting Co., Ltd. provides a comprehensive analysis of the aircraft painting industry in China from 2025 to 2031, offering valuable references for industry decision-makers and investors [1] - The aircraft painting technology is evolving towards high performance, low emissions, and intelligence, reflecting the industry's adaptation to environmental regulations and technological advancements [3] Industry Overview - The average price for full aircraft painting in China is expected to reach 2.6 million yuan per aircraft by 2025, indicating high demands for durability and functionality [3] - The aircraft painting market in China is projected to grow by 33.3% year-on-year by 2025, driven by trends towards environmental sustainability, high performance, and innovation [3] Technological Developments - The future of the aircraft painting industry will focus on innovative technologies such as AI spraying robots, ultra-durable eco-friendly coatings, and lightweight coatings, promoting efficiency and sustainability in the aviation manufacturing sector [5] - Strict adherence to safety regulations during operations is emphasized, ensuring that no work is done without proper protection, ventilation, and inspection [5] Competitive Landscape - The report analyzes the competitive landscape of the aircraft painting industry through barrier analysis, market concentration analysis, and five-force competition analysis, revealing the competitive dynamics among key players [5] - Detailed analyses of several leading companies in the industry are provided, focusing on their operational status, competitiveness, and key products/services [5] Future Trends - The report offers a scientifically rigorous forecast of future trends in the aircraft painting industry, considering factors such as supply and demand, pricing, scale, and risks, providing valuable investment strategy recommendations [5] - Overall, the future development of the aircraft painting industry is expected to be driven by various factors, with a positive outlook and broad market prospects [5]
刘锋:数据基建助推企业ESG落地
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-29 22:46
"这一方面需要专门的团队和一套系统为企业提供支撑。"刘锋表示,但建设系统投入规模巨大,投入后 产生的效果能否体现在财务收益上,又是另一重问题。 另外,在搭建好相关系统后,企业可开展压力测试,模拟不同场景(如不同气候变化、社会冲突情况) 对企业的影响及反应,从价值链角度将相关数据转化为成本、收益、风险因素,唯有如此,才能形 成"可量化、可定价、可管理"的决策依据。 面对ESG在市场端价值可视化的"终极拷问"——如何将ESG表现转化为财务语言?刘锋给出了耐心资本 与长期主义的答案。 他指出,市场对坏消息的反应往往更为敏感,对好消息的正向溢价反应则偏慢。因此,ESG相关的负面 事件一旦发生,企业股价会立刻受到冲击。而真正具备长期韧性的价值,能够经受时间考验,实现可持 续发展。对于ESG领域长期价值的信心,恰恰考验着投资人的耐心与毅力。 中央财经大学绿色金融学院首席经济学家刘锋发表"数据驱动力:ESG风险量化与科学转型"的主旨演 讲。 他表示,ESG不是道德滤镜,而是风险管理的进化;转型不是成本负担,而是价值创造的重构。唯有 将"可持续性"转化为"可计算性",才能让每一分绿色投入闪耀出经济价值的光芒。 ESG落地面临 ...
独家!万亿巨头重磅发声,事关中国市场!
中国基金报· 2025-08-22 03:19
Core Viewpoint - Global investors are reassessing opportunities in China, looking beyond the pressures in the real estate sector to identify broader investment prospects across the Chinese economy [4][15][22]. Group 1: Investment Opportunities in China - Tariq Ahmad emphasizes that some Chinese companies possess global competitiveness that transcends national borders [5][18]. - Investors are encouraged to adopt a long-term perspective, as China is undergoing a structural transformation aimed at economic rebalancing [16][18]. - The 5S framework is proposed for analyzing investment opportunities in China, focusing on Supply Chain, Sustainability, Services, Systems, and Savings [13][17]. Group 2: Economic and Market Conditions - The article discusses the impact of U.S. tariffs on inflation, estimating that a 15% effective tariff rate could equate to a 3% national consumption tax, with a limited overall impact on GDP [9][11][10]. - Concerns regarding geopolitical risks and economic slowdown are highlighted, with a shift in growth momentum from investment to consumption in China [19][22][23]. Group 3: Asia-Pacific Market Opportunities - Wealth growth in the Asia-Pacific region, particularly from large economies like China and India, is creating abundant investment opportunities [25][28]. - The demographic structure in the region presents unique challenges and opportunities, necessitating differentiated investment solutions [26][29]. Group 4: Changes in Institutional Investment Strategies - The total portfolio approach is gaining traction among institutional investors, emphasizing concentration, correlation, and climate risk [36][40]. - There is a notable interest in liquid alternative investments and private market assets, with a resurgence in hedge fund strategies anticipated [38][39]. Group 5: Focus on Income Generation - High-net-worth individuals are primarily driven by income, leading wealth management institutions to focus on strategies that generate stable returns [41][44]. - Thematic investing is emerging as a trend, with investors increasingly interested in capturing opportunities related to global megatrends [43][47]. Group 6: Global Market Dynamics - The article notes that some investors are reducing their U.S. market allocations due to valuation concerns and geopolitical factors, while showing increased interest in European markets [49][52]. - A weakening U.S. dollar is expected to create new opportunities for emerging markets, particularly benefiting countries with strong ties to China [54][58].
2025年塑造消费品包装行业的消费者购买趋势研究报告消费转换浏览
Sou Hu Cai Jing· 2025-08-03 09:32
Core Insights - The consumer goods market is undergoing significant transformation driven by changing shopping habits, brand loyalty erosion, and a focus on health and sustainability [1][4][5] Consumer Sentiment - In the US, consumer confidence rose to 108.7 in October 2024, with 76% of consumers opting for cheaper alternatives while 42% plan to splurge on experiences [2][19] - European consumers are more cautious, with only 16% remaining loyal to specific brands, while 66% prioritize quality and 59% are influenced by price promotions [2][20][21] Key Consumer Trends - Health and wellness consumption is booming, with the global wellness market reaching $1.8 trillion, and 82% of American consumers prioritizing health in their daily lives [4][22][23] - Brand loyalty is declining, with 60% of US consumers and 53% of Europeans only purchasing branded products when on sale, and 38% not returning to brands after trying private labels [4][25][26] - Sustainability remains important, with 85% of consumers feeling climate change impacts, but affordability is becoming a priority, leading to a decline in willingness to pay a premium for sustainable products [5][28][30] Social Commerce and Direct-to-Consumer Models - Social commerce is rapidly growing, with US sales projected to reach $145 billion by 2027, driven by Gen Z and Millennials who are four times more likely to shop on social platforms [6][34] - Direct-to-consumer (D2C) strategies are increasingly adopted by brands to connect directly with consumers, allowing for better control over pricing and messaging [6][37][39] Marketing Strategies - Brands need to adopt micro-targeting and personalization strategies, leveraging AI and data analytics to create tailored consumer experiences [7][46] - Integrating wellness into product offerings and loyalty programs is essential to resonate with health-conscious consumers [7][54][57] Future Outlook - The consumer market is expected to evolve towards more immersive and emotionally connected experiences, with technology playing a key role in shaping consumer interactions [10][9]
CNH to announce 2025 Q2 financial results on August 1
Globenewswire· 2025-07-17 10:30
Financial Results Announcement - CNH will release its financial results for the Second Quarter of 2025 on August 1, 2025 [1] - A live webcast of the financial results conference call will begin at 9:00 a.m. ET on the same day [1] - A replay of the session will be available for 12 months on the corporate website [1] Participation Details - Interested participants should connect via telephone at least 10 minutes prior to the event [2] - Dial-in numbers include U.S. Toll-Free: +1 (800) 715 9871 and U.S. Local: +1 (646) 307 1963 [3] Company Overview - CNH Industrial is a global equipment, technology, and services company focused on innovation, sustainability, and productivity [3] - The company provides strategic direction and R&D capabilities to support its global and regional brands [3] - CNH's brands include Case IH, New Holland, CASE, STEYR, Raven, Hemisphere, Flexi-Coil, Miller, and Eurocomach, covering agriculture and construction sectors [3][4] Company History and Workforce - CNH has a history of over two centuries as a pioneer in its sectors, emphasizing innovation and customer efficiency [4] - The company employs over 35,000 individuals in a diverse and inclusive workplace [4]
卡特彼勒青州工厂:双品牌柔性生产树立行业标杆
工程机械杂志· 2025-07-15 07:27
Core Viewpoint - Caterpillar's centennial journey emphasizes customer innovation and industry transformation, showcasing its commitment to sustainable development and flexible production models for future growth [1][4][14]. Group 1: Company History and Evolution - Caterpillar was formed a century ago through the merger of Holt Manufacturing Company and C.L. Best Tractor Company, launching the first tracked tractor to address agricultural challenges [3]. - Over the years, Caterpillar has diversified from agricultural machinery to engineering equipment, mining machinery, and engines, covering key sectors such as construction, resources, energy, and transportation [3][4]. Group 2: Business Strategy - Caterpillar's strategy includes comprehensive lifecycle services, expanding product lines, operational excellence, and a strong commitment to sustainability [5][6]. - The company aims to reduce overall ownership and operating costs for customers through lifecycle services, while continuously expanding its product offerings to provide advanced solutions tailored to local needs [5][6]. - Operational excellence is achieved through a focus on safety, quality, lean production, and a competitive cost structure, ensuring outstanding performance throughout the product lifecycle [5]. Group 3: Sustainability Commitment - Caterpillar is dedicated to sustainability, actively working to reduce greenhouse gas emissions and developing innovative products and services to help customers meet climate-related goals [6][15]. - The company integrates sustainability into its core values and strategic priorities, supporting energy transition and low-carbon futures for its customers [15]. Group 4: Presence in China - Caterpillar has been a significant player in China's infrastructure development for the past fifty years, participating in major projects like the Three Gorges Dam and the national high-speed rail network [7][8]. - The company established its first manufacturing plant in China in 1994 and currently operates around 20 manufacturing facilities, 2 R&D centers, and 1.2 million local employees [8][10]. Group 5: Qingzhou Factory - The Qingzhou factory, originally Shandong Shantui Machinery Co., has evolved into a benchmark for dual-brand flexible production, producing both Caterpillar and SEM products [10][13]. - Since becoming a wholly-owned subsidiary of Caterpillar in 2008, the Qingzhou factory has expanded its product line to include various machinery types, serving over 100 countries and regions [10][13][14]. Group 6: Future Outlook - Caterpillar's future success hinges on continuous innovation driven by customer needs, with a focus on advanced technologies and solutions [14]. - The company faces challenges such as global economic fluctuations and increasing competition but is well-positioned to leverage its century-long experience and strong market adaptability to create future successes [16].