朱共山谈到，好材料先行造，好电池用好材料。目前，我国硅烷产量一年60万55万吨。 专题：2025《中国企业家》影响力企业家年会 12月5日-7日，由《中国企业家》杂志社主办的"2025（第二十三届）《中国企业家》影响力企业家年 会"（原中国企业领袖年会）在北京举行，主题为"涌现·无限——共创智能商业新形态"。全球绿色能源 理事会主席，亚洲光伏行业协会主席，协鑫集团创始人朱共山出席并演讲。 责任编辑：李昂 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 朱共山谈到，好材料先行造，好电池用好材料。目前，我国硅烷产量一年60万55万吨。 他提到，随着供给侧改革以后，我国有一部分的光伏要减产、减量，说明正在做硅碳负极材料。"硅碳 负极75万一吨，我们会迅速的把价格打下来。让我们电动车和储能进行使用。" 他提到，随着供给侧改革以后，我国有一部分的光伏要减产、减量，说明正在做硅碳负极材料。"硅碳 负极75万一吨，我们会迅速的把价格打下来。让我们电动车和储能进行使用。" 此外，朱共山谈到了ESG，他表示，旧模式已经一去不复返，单纯依靠资源的 ...

专题：2025《中国企业家》影响力企业家年会 专题：2025《中国企业家》影响力企业家年会 12月5日-7日，由《中国企业家》杂志社主办的"2025（第二十三届）《中国企业家》影响力企业家年 会"（原中国企业领袖年会）在北京举行，主题为"涌现·无限——共创智能商业新形态"。福特汽车（中 国）有限公司传播及企业社会责任副总裁杨美虹出席并演讲。 杨美虹表示，福特汽车在三个月以前提出了"再造一个Model T Moment"。她指出，Model T是福特汽车 的初心，T型车实际上是完全再造了整个汽车工业。现在福特汽车提出要再造一个Model T Moment，就 是从汽车生产的工艺和流程要进行革命性的变化。 她透露到，第一代用新的流程做出来的产品，可能在两年以后面世。此外，她强调，在这个流程中，低 碳减排是它的目标。 截止到2025年11月份，中国新能源汽车的渗透率已经超过了60%，变成市场主流。"中国汽车大量出海 输出到全球各地，ESG一定是抓手之一。" 同时，杨美虹指出，对中国本土的汽车品牌来讲，出海的国际化浪潮来了，一定要去拥抱它，机会就在 那里，如何让ESG不会成为挑战和困难，这是一个很大的课题。 新浪声明 ...

Core Insights - Manulife Financial Asia Limited has won the ACES Awards 2025 in the category of Top Sustainability Advocates in Asia, marking its first regional win [1][2] Group 1: Sustainability Commitment - The award recognizes Manulife's commitment to sustainability through its Impact Agenda, environmental stewardship, and the integration of sustainable investing across its operations [2][3] - Manulife has achieved a 27% reduction in Scope 1 and 2 emissions and has planted over 1.4 billion trees, demonstrating its leadership in managing natural capital with over CAD$22 billion in timberland and agriculture assets under management [4] Group 2: Community and Employee Initiatives - Manulife has advanced community programs like Peso Smart and MLK Scholars, empowering thousands of youth across Asia and North America [4] - The company fosters well-being and belonging for over 39,000 employees and 109,000 agents globally through inclusive workplace initiatives [4] Group 3: Future Initiatives - The recently launched Manulife Longevity Institute aims to create a global platform to help people live longer, healthier, and more financially secure lives by 2030 [5]

Core Viewpoint - The company has received high ESG scores from S&P Global and Refinitiv, indicating strong performance in sustainability practices and positioning it as a leader among private pharmaceutical retail enterprises in China [1][2]. Group 1: ESG Ratings - S&P Global has assigned an ESG score of 24, marking two consecutive years of growth, while Refinitiv's score has increased to 59, both ranking the company first among private listed pharmaceutical retailers in China [1]. - The S&P Global Corporate Sustainability Assessment (CSA) is recognized as one of the largest annual evaluations of corporate sustainability practices, providing critical data for investment decisions [1]. Group 2: Strategic Commitment to ESG - The company emphasizes the integration of ESG principles into its operations, establishing a three-tier governance structure with a dedicated Strategic and ESG Committee [2]. - The company has committed to disclosing its corporate social responsibility reports for ten consecutive years, with the 2023 and 2024 reports upgraded to ESG reports [2]. Group 3: Social Responsibility and Community Impact - The company operates over 15,000 stores across 18 provincial markets, creating nearly 60,000 job opportunities and actively engaging in social responsibility initiatives, including donations exceeding 100 million yuan [2]. - The company aims to foster a fair and transparent business environment while contributing to green and coordinated social development [2].

与此同时，在由上海证券报·中国证券网主办的2025"上证鹰·金质量"评选活动中，雅本化学再获"科技创新奖"。该奖项聚焦企业在技术研发、产品创新及产 业升级方面的突出贡献，雅本化学凭借其在研发能力建设、工艺技术改进及绿色化学实践等领域的持续投入与突破，赢得了评委的一致认可。 近年来，雅本化学坚持"创新驱动+绿色可持续"双轮驱动赋能创新医药、创新农药双主业发展，持续加大研发投入，推动核心产品技术升级，同时积极构建 完善的ESG管理体系，提升企业综合竞争力。此次连获两项大奖，不仅是对公司过往成绩的肯定，更为其未来高质量发展注入强劲动力。 2025年12月，在资本市场持续强化高质量发展导向的背景下，雅本化学（300261）（300261.SZ）凭借其在科技创新与环境、社会及治理（ESG）领域的突 出表现，连续获得两项主流证券媒体权威奖项，进一步巩固其在行业中的领先地位。 在"第十九届上市公司价值评选"中，雅本化学荣获"上市公司ESG百强"奖项，公司董事长蔡彤先生亦被授予"中国上市公司年度ESG先锋人物"称号。该评选 由证券时报主办，旨在表彰在可持续发展、社会责任和公司治理方面表现卓越的上市公司。雅本化学此次获奖，充分 ...

资料来源：贵州百灵官 编者按：ESG年报解读为搜狐财经及价值公司100联合发起的针对各公司ESG报告披露情况的解读专 栏。 参考上交所《上市公司治理准则》、港交所《环境、社会及管治守则》等文件，搜狐财经迭代完善各行 业ESG测评体系标准，并以最新标准为依托，以2024年公司ESG报告为主要数据来源，对公司环境资 源、社会责任及公司管治进行了评价。 本文为"贵州百灵"篇。 出品 | 搜狐财经 研究员 | 张子豪 贵州百灵药业集团股份有限公司于12月3日发布公告，确认公司实际控制人、董事长姜伟因个人涉嫌内 幕交易、信息披露违法及违反限制性规定转让股票，被中国证监会正式立案调查。此次调查直指上市公 司核心人物，引发市场高度关注。公告次日，公司股价应声下跌超过6%。 网 资料来源：贵州百灵公告 事件发生后，董事长姜伟迅速向公司全体员工发布了一封内部公开信。信中，他恳请员工"坚守岗位、 专注工作"，并表示将全力配合调查，同时提及"经调查确无问题的情况亦非少数"。这封旨在稳定军心 的信件，也透露出姜伟个人的复杂感受。他将公司近年经历的"摘帽"及面临巨额诉讼等一连串挑战描述 为"非议不断"，并认为"矛头开始转向了我个人"。 ...

Core Viewpoint - The report on the ESG performance assessment of Chinese textile and apparel listed companies for 2024-2025 indicates a shift from passive compliance to active value creation in ESG practices, although there is significant disparity in development across different dimensions and companies [1]. Group 1: Overall ESG Performance - The average ESG score for the industry is 39, with a central rating concentrated at BB level, where 60.1% of companies achieve BB or above [1]. - The governance (G) dimension performs the best with an average score of 49, while the environmental (E) and social (S) dimensions are notably weaker, scoring 36 and 33 respectively, with significant disparities among companies [1][2]. Group 2: Environmental Dimension - The environmental dimension shows a challenging transition from end-of-pipe governance to green innovation, with companies focusing on traditional pollutant emission control and insufficient investment in forward-looking areas like carbon management and resource conservation [2]. - Hong Kong-listed companies significantly outperform mainland companies in environmental indicators, although the gap is gradually narrowing [2]. Group 3: Social Dimension - The social dimension shows solid foundational guarantees but lacks depth in governance, with companies performing well in basic rights protection but needing improvement in transparency and communication mechanisms [2]. - There is a disparity in human capital investment, with a focus on quantity over quality, and significant differences in occupational health and safety information disclosure [2]. Group 4: Governance Dimension - Traditional governance structures are established, but the integration of ESG into core strategies is insufficient, with only 27% of companies having an ESG committee at the board level [2]. - Supply chain due diligence management is identified as a major shortcoming, with lagging development in supplier review, communication, and exit mechanisms [2]. Group 5: Industry Practices and Trends - The report highlights good practices in areas such as workforce development and family-friendly workplaces, with several companies forming replicable experiences in skills training and rights protection [3]. - The overall ESG development in the industry has formed a clear hierarchy, with leading companies transforming ESG into core competitiveness, while the industry as a whole needs to continue efforts in green transformation, humanistic care, and deepening governance [3].

Core Insights - The OECD report titled "Effective Carbon Rates 2025: Recent Trends in Taxes on Energy Use and Carbon Pricing" highlights the expansion and diversification of carbon pricing mechanisms across countries and industries from 2018 to 2023, aiming to balance emission reductions, public revenue, energy affordability, energy security, and competitiveness [1][2]. Group 1: Effective Carbon Rates (ECR) - Since 2018, Effective Carbon Rates (ECR) have been on the rise [1]. - In 2023, approximately 16% of greenhouse gas emissions were subject to an ECR exceeding €30 per ton of CO₂ equivalent, and about 11% exceeded €60 per ton [2][6]. Group 2: Global Expansion of Carbon Pricing - As of 2023, over 50 countries have implemented carbon pricing tools, with ongoing expansions in Asia, Europe, Latin America, and the Caribbean [2][7]. - The coverage of carbon pricing is deepening in established sectors like industry and electricity while expanding into new sectors such as international shipping and agriculture [7]. Group 3: Emission Trading Systems (ETS) - The share of emissions covered by Emission Trading Systems (ETS) has more than doubled from 10% to 22% between 2018 and 2023, while carbon tax coverage has remained stable at around 5% [3][7]. - In 2023, carbon taxes primarily covered emissions from the building and transportation sectors, accounting for 11% and 13% of their CO₂ emissions, respectively, while ETS covered 58.5% of emissions from the electricity sector and 15% from industry [3][7]. Group 4: Design of ETS - ETS designs are increasingly considering production fluctuations, shifting from fixed cap-and-trade systems to intensity-based systems that set reduction targets based on carbon intensity without fixed total limits [8]. - In 2018, only 2 out of 20 ETS were intensity-based; by 2023, this number increased to 12 out of 34, with intensity-based ETS covering approximately 70% of the emissions under ETS [8].

Core Insights - The article highlights the significant transformation in ESG (Environmental, Social, and Governance) disclosure in China, moving from vague narratives to precise data quantification, marking a shift from "storytelling" to substantive implementation [1] - The contrasting trends between the U.S. and China regarding ESG policies are emphasized, with the U.S. experiencing a retreat while China is ramping up its ESG commitments [2][3] Group 1: Policy and Market Dynamics - The U.S. has seen a withdrawal from ESG commitments by major financial institutions due to rapid policy changes and legal risks, leading to a capital flight from sustainable funds [2][3] - In contrast, China is enhancing its ESG framework with mandatory disclosure requirements for listed companies, signifying a shift from voluntary to compulsory reporting [3][4] - Local governments in China are actively promoting ESG initiatives, providing financial incentives for compliant companies [3] Group 2: Unique Aspects of Chinese ESG Disclosure - China's ESG disclosure incorporates local issues such as rural revitalization and supply chain security, differentiating it from the Western focus on climate change [4] - The new "Corporate Sustainability Disclosure Guidelines" align with international standards while retaining local characteristics [4] Group 3: Trends in ESG Reporting - The disclosure rate of ESG reports among A-share listed companies has increased significantly, reaching 46.90% in 2025, up from 26.74% in 2019 [6] - There is a notable increase in companies obtaining environmental and energy management certifications, indicating a serious commitment to ESG practices [6] Group 4: Challenges and Opportunities - Despite progress, key metrics like energy consumption and greenhouse gas emissions reporting remain low, presenting opportunities for new market services such as supply chain ESG rating [7][8] - The demand for supply chain ESG ratings is growing, especially for companies engaged in trade with developed nations, where ESG compliance is becoming a critical factor [8] Group 5: ESG Investment Landscape - China's ESG banking products have surged, with the scale surpassing 270 billion yuan, indicating a shift in the ESG investment landscape from public funds to bank-managed products [9] - The market for passive ESG funds is expanding rapidly, with a notable increase in both the number and size of these products, reflecting a growing interest in this investment approach [10]

Core Insights - Xianheng International (605056.SH) received an ESG rating of A from Huazheng Index, improving from its previous rating of A on July 31, 2025, and ranking 50th among 492 A-share listed companies in the machinery manufacturing industry [1][3] ESG Rating Breakdown - Environmental (E) score: 69.24, rated CCC, ranked 108th out of 492 companies. This dimension includes climate change, resource utilization, environmental pollution, environmental friendliness, and environmental management [3] - Social (S) score: 88.32, rated A, ranked 34th out of 492 companies. This dimension covers human capital, product responsibility, suppliers, and social contributions [3] - Governance (G) score: 90.37, rated AA, ranked 5th out of 492 companies. This dimension includes shareholder rights, governance structure, disclosure quality, governance risks, external sanctions, and business ethics [3] Company Background - Huazheng Index is a professional company engaged in index and index investment services, authorized to compile indices for the Shanghai Stock Exchange, Shenzhen Stock Exchange, and Hong Kong Stock Exchange [3] - Securities Star has established an ESG Ecosystem Alliance to facilitate communication between listed companies, investment institutions, and ESG research and rating agencies, aiming to develop a distinctive Chinese ESG management system recognized internationally [3]