Group 1 - The stock price of Green Island Wind (301043) showed a downward trend from February 5 to February 11, 2026, closing at 63.14 yuan on February 11, down 5.04% from the closing price of 65.28 yuan on February 5 [1] - The largest single-day decline occurred on February 10, with a drop of 2.53% [1] - In terms of capital flow, there was a net outflow of 59.83 thousand yuan on February 6 and a net outflow of 355.44 thousand yuan on February 9, indicating short-term pressure on capital [1] - The turnover rate over the past five days remained in the range of 0.95% to 1.48%, suggesting average trading activity [1] Group 2 - On January 31, 2026, Green Island Wind launched a co-creation project for hotel fresh air products in collaboration with the German Bauhaus Design Masters Association, aiming to develop high-end hotel fresh air solutions [2] - The project focuses on guest room scenarios and plans to establish verifiable performance indicators and operational systems to meet the hotel industry's demands for comfort, energy consumption, and ESG [2] - The announcement of this collaboration on February 5 may have a positive impact on the company's long-term technological upgrades and market expansion [2]

Core Viewpoint - ING has announced the redemption of two series of SEC registered Senior Notes and intends to call Tier 2 notes on their respective reset dates, indicating a strategic move in managing its debt obligations and capital structure [1][3]. Group 1: Callable Senior Notes - ING will redeem USD 400 million Callable Floating Rate Senior Notes and USD 1,100 million 1.726% Callable Fixed-to-Floating Rate Senior Notes on their contractual call date of 1 April 2026 [1]. - The redemption will be executed in full, with payment made on 1 April 2026, and accrued interest will be paid to holders of record as of 31 March 2026 [2]. Group 2: Tier 2 Notes - ING intends to redeem EUR 1,500 million 2.125% Fixed Rate Subordinated Tier 2 Notes on the next contractual reset date of 26 May 2026 [3]. - The European Central Bank has granted supervisory permission for this redemption, which will be conducted in accordance with the terms of the T2 Notes [4]. Group 3: Future Considerations - Future decisions regarding the exercise of calls on outstanding debt securities will be made based on economic factors, market conditions, regulatory approvals, and capital requirements [5].

"波动"成为2026年开年以来全球金融市场的主旋律。无论是全球资产价格的显著分化，还是黄金、白银等 贵金属及大宗商品的剧烈震荡，都在不断提醒投资者正身处一个高波动、强分化的市场环境之中。 面对国际经贸格局的持续变化，全球投资者将如何在2026年调整资产配置？近日，东方汇理资产管理（下 称"东方汇理资管"）香港区副首席执行官、中国及香港特区渠道业务主管邓嘉南，东方汇理资管亚洲高级投资 策略师姚远接受证券时报·券商中国记者采访时指出，传统安全资产的避险属性正在被证伪，美元资产中长期 或步入熊市周期。过去数年高度集中于美国的资金或更多流向欧洲及新兴市场。 证券时报·券商中国记者：如何看待2026年的人民币兑美元汇率走势？ 证券时报·券商中国记者：新的一年，投资者进行多元化配置需要注意什么？ 姚远： 从大类资产层面看，美元资产当中的一些传统安全资产的避险属性正在被证伪：每当美股出现调整， 美元并未走强，反而走弱。这意味着经典的"60/40"股债配置组合（60%股票与40%债券的股债配置）的底层逻 辑正在动摇。一旦股债同涨同跌，债券就失去了"避风港"功能。 从地域配置层面看，今年我们继续看好欧洲和新兴市场。从本币计价来 ...

Core Viewpoint - The article discusses the volatility of asset prices in the first half of the year and the potential for stabilization in the second half, emphasizing the importance of monitoring price fluctuations and controlling leverage in the futures market [2][30]. Group 1: Market Sentiment and Price Movements - Recent fluctuations in precious metals have shown a sharp rebound after a significant drop, with gold prices recently rising back to nearly $5,000, indicating daily volatility exceeding $100 [2][30]. - The current phase for metals is characterized as a consolidation stage, which may last 3-4 months unless unforeseen events occur [2][30]. - Technical analysis suggests resistance for gold at approximately $5,000 and support at $4,400, with potential silver prices ranging from $56 to $73.5 if the gold-silver ratio rises to 68-78 [2][30]. Group 2: Fund Positioning and Market Data - As of February 3, 2024, net long positions in U.S. futures for gold decreased by 23.1% to 291 tons, marking the lowest level in 15 weeks, while net long positions for silver fell by 38% to 698 tons, the lowest since March 5, 2024 [6][12]. - Platinum's net long positions dropped by 42% to 2 tons, the lowest in 38 weeks, indicating a general bearish sentiment among market participants regarding metal prices [6][11]. - The article highlights that despite a 26% decline in net long positions for gold since the beginning of the year, gold prices have still increased by 64.4%, suggesting strong physical demand outpacing futures market dynamics [16][17]. Group 3: Market Dynamics and Future Outlook - The article posits that the current commodity market dynamics differ from historical patterns, suggesting that the overall direction remains upward despite widespread discussion about commodities [31]. - The potential for U.S. interest rate cuts amidst rising inflation presents a significant challenge for the Federal Reserve, indicating a shift from a previously stable economic environment to a more competitive global landscape [32]. - The article concludes that the market's focus on short-term interest rate predictions may overlook longer-term economic growth prospects, particularly in light of rising unemployment rates and inflation concerns [32].

Core Viewpoint - The successful listing of Xian Dao Intelligent Equipment Co., Ltd. (H-share code 00470) on the Hong Kong Stock Exchange reflects strong interest and recognition from international investors, indicating the company's solid position in the global new energy equipment sector [2][3]. Group 1: H-Share Listing and Market Response - The H-share issuance received unprecedented market enthusiasm, with significant subscriptions from top global asset management firms and sovereign funds, leading to high oversubscription rates [3]. - The final issuance price was set at HKD 45.8 per share, raising a total of HKD 5.68 billion, which will primarily fund global R&D, service network expansion, and digital infrastructure upgrades [3]. - The listing is seen as a reaffirmation of the company's leading position in the global new energy equipment market, with expectations of replicating the post-listing success of CATL [3][14]. Group 2: Industry Position and Performance - Xian Dao is the largest supplier of lithium battery intelligent equipment globally, with a market share of 15.5%, significantly ahead of the second player at 10.0% [5]. - The company is projected to achieve a net profit of RMB 1.5 billion to 1.8 billion in 2025, representing a year-on-year increase of 424.29% to 529.15% [5]. - The recovery in downstream demand and improved operational efficiency are driving the company's performance, with a notable increase in order volume and delivery pace [6]. Group 3: Strategic Partnerships and Global Expansion - The introduction of top-tier strategic investors, including Oak Tree Capital and Morgan Stanley, signals international recognition of the company's global value [8]. - The company has established a diverse customer base, including major global automakers and battery manufacturers, enhancing its market presence and stability [10]. - The overseas revenue for the first half of 2025 is expected to grow by 159.56%, indicating significant potential for future expansion in international markets [10]. Group 4: Technological Advancements and R&D - The company is positioned as a leader in next-generation technologies, particularly in solid-state batteries, which are expected to see a compound annual growth rate of 151% from 2026 to 2030 [11]. - Continuous high levels of R&D investment have resulted in a robust patent portfolio, ensuring the company maintains pricing power and long-term profitability [12]. - The company's platform strategy spans multiple high-growth sectors, including photovoltaics and hydrogen energy, demonstrating its ability to adapt and thrive across various industries [11]. Group 5: ESG Commitment and Long-term Value - The company's commitment to ESG practices, including carbon neutrality goals and certifications, enhances its attractiveness to international investors [14]. - The comprehensive competitive advantages, including market leadership, proprietary technology, and a strong global customer base, position the company favorably for future growth [15]. - The listing is viewed as a new starting point for the company's global journey, with expectations of continued growth driven by its leadership in the new energy sector [15].

Core Viewpoint - A Texas judge has ruled to invalidate a state law that targeted financial firms, including BlackRock and HSBC, for their use of environmental, social, and governance (ESG) factors in investment decisions, which could have significant implications for the investment landscape and regulatory environment in the state [1] Group 1 - The law in question aimed to blacklist financial firms that engage in "woke" investing practices, which has been a contentious issue in the financial industry [1] - The ruling may set a precedent for other states considering similar legislation against firms that prioritize ESG criteria in their investment strategies [1] - BlackRock and HSBC, among others, have been vocal proponents of ESG investing, and this ruling could impact their operations and strategies moving forward [1]

- The report does not contain any quantitative models or factors related to financial engineering or ESG analysis[1][2][3][4] - The content primarily focuses on ESG market trends, policy updates, and industry developments without discussing specific quantitative models or factor construction methodologies[9][10][11] - No formulas, construction processes, or performance metrics for models or factors are provided in the report[12][13][14]

This story was originally published on ESG Dive. To receive daily news and insights, subscribe to our free daily ESG Dive newsletter. Dive Brief: As artificial intelligence continues to grow and financing flows to data centers and related infrastructure, Nuveen — the investment manager for retirement services company TIAA — is offering sustainable investors a guide on how they can navigate AI’s investment opportunities and ESG risks. The guide, published last month, details AI investment opportunities f ...

证券研究报告 | 浙商早知道 ：wanghe@stocke.com.cn 市场总览 重要推荐 ❑ 【浙商电子 王凌涛/沈钱】鸿富瀚（301086）公司深度：精密制造平台化延展，液冷与自动化驱动全新成长极 — —20260209 重要观点 ❑ 【浙商 ESG 祁星】专题研究：国内首个金融 ESG 国标与可持续信息鉴证准则发布，加速推进信息披露体系标准 化——20260210 报告日期：2026 年 02 月 11 日 浙商早知道 2026 年 02 月 11 日 ：王禾 执业证书编号：S1230512110001 ：021-80105901 ❑ 大势：2 月 10 日上证指数上涨 0.13%，沪深 300 上涨 0.11%，科创 50 上涨 0.91%，中证 1000 上涨 0.2%，创业板 指下跌 0.37%，恒生指数上涨 0.58%。 ❑ 行业：2 月 10 日表现最好的行业分别是传媒（+4.27%)、综合（+2.15%)、家用电器（+1.11%)、煤炭（+0.88%)、 社会服务（+0.74%)，表现最差的行业分别是房地产（-1.4%)、食品饮料（-1.31%)、商贸零售（-0.87%)、美容护 理（-0 ...

Investor Relations Diodes Incorporated (DIOD) Plano, TX, USA February 10, 2026 Safe Harbor Statement Page 1 Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995: Any statements set forth above that are not historical facts are forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Such statements include statements containing forward-looking words such as "expect," "anticip ...