2023 年中央金融工作会议提出"增强上海国际金融中心的竞争力和影响力"。党的二十届三中全会 《中共中央关于进一步全面深化改革 推进中国式现代化的决定》提出"加快建设上海国际金融中 心"。 2025 年 4 月 29 日，驻沪中央金融机构支持上海建设国际金融中心座谈会在上海召开，中 共中央政治局委员、中央金融委员会办公室主任何立峰出席座谈会并讲话，强调要认真学习深刻 领会深入贯彻习近平关于加快建设上海国际金融中心的重要指示批示精神，全面落实中央金融委 近期印发的《关于支持加快建设上海国际金融中心的意见》，加强上海"五个中心"建设协同联 动，全面提升上海国际金融中心能级。 2025 年 6 月 18 日为深入贯彻落实党中央、国务院关于加快建设上海国际金融中心的决策部署， 进一步增强上海国际金融中心的竞争力和影响力，以金融高水平开放推动经济高质量发展，金融 封面专题：建设强大的国际金融中心 · 上海篇 监管总局会同上海市人民政府联合印发《关于支持上海国际金融中心建设行动方案》（以下简称 《行动方案》）。 主要举措包括： 屠光绍：上海科创、金融"双中心"联动发展亟须构建"无形之桥" 二是提升金融机构能级。集聚境内外 ...

来源：湖北宏泰集团 对接需求请扫码 每日｜荐读 榜单： 「2025投资机构软实力排行榜」评选启动 峰会： 「2025母基金年度论坛」盛大启幕：汇聚中国力量！ 热文： 一纸新规，炸出一级市场的管理费焦虑 热文： 今年，上市公司热衷做并购基金 近日，总规模15亿元的湖北省绿新领航基金正式启动运行。这是湖北宏泰集团贯彻落实国家"双 碳"战略。在省委省政府高位推动及省财政厅大力支持下，绿色基金矩阵建设取得的又一重要实质 性进展。 绿新领航基金由湖北宏泰集团牵头发起组建，宏泰基金公司具体实施，基金总规模15亿元，重点 聚焦节能环保、资源能源循环利用、新能源等绿色低碳领域。基金引入国家绿色发展基金、国家战 略性新兴产业基金两支国家级资本，同时汇集湖北宏泰集团、武汉产业发展基金、首义科创母基金 省市区三级政府出资平台深度参与，形成"国家级资本+地方国资"同向发力的投资格局。该基金为 湖北首例省、市、区三级国资及财政联动注资，并同时引入两支国家级母基金出资赋能的基金载 体，开创了"中央-省-市-区"四级资本深度联动的新范式。 宏泰集团以资本服务实体经济为宗旨，深耕绿色金融、科技金融，瞄准绿色低碳等战略性新兴产 业、未来产业， ...

6月24日，国家数据局举办"数据要素×"系列新闻发布会，中国人民银行、中国证监会有关负责人出席，介 绍开展"数据要素×"三年行动计划取得的积极成效，并对下一阶段重点工作做出部署。 来看发布会要点： 1.中国人民银行将研究制定新阶段金融科技发展规划，出台深化运用金融科技推动金融数字化智能化转 型的政策文件。 2.中国证监会将数据要素作为新质生产力，稳步推进数据要素在资本市场的深度融合与创新应用。 3.今年的"数据要素×"大赛，希望通过融合环保、气象、金融等多维度数据，构建数据模型来评估金融活 动的环境和社会风险，更好发挥资本市场的枢纽作用，引导更多资源要素向绿色、低碳领域聚集。 央行将研究制定新阶段金融科技发展规划 数据要素市场建设还处于起步阶段，制度规则尚待完善，发展路径有待探索。近年来，国家数据局会同中国人 民银行、中国证监会、中国气象局等部门部署开展了金融服务、气象等领域"数据要素×"的试点，通过试点建 设，加快破解行业内数据汇聚、流通、使用等环节堵点卡点难点。 数据要素为金融行业发展提供支撑。中国人民银行科技司副司长周祥昆指出，依托"数据要素×"行动计划，人 民银行聚焦提升金融服务水平、提高金融抗风险能 ...

Group 1 - The core viewpoint of the article highlights the rapid growth of green finance in China driven by the "dual carbon" goals, reflecting three major development trends: the in-depth development of green finance, the innovative development of transition finance, and the empowerment of artificial intelligence [1][3][4] Group 2 - Green finance is experiencing a significant transformation, shifting from a focus on financial metrics to incorporating ESG factors, particularly carbon productivity, as key non-financial indicators [3] - The integration of green finance with inclusive finance is seen as an effective way to tap into the growth potential of existing business, with digital tools aiding in overcoming challenges in expanding green finance [3][4] - Transition finance plays a crucial role in balancing economic growth and carbon reduction, particularly for high-carbon industries like coal and steel, by establishing transparent carbon-linked mechanisms and a comprehensive support system [3][4] Group 3 - The rise of AI in China is transforming green finance by enhancing efficiency across the financial value chain, including customer acquisition, risk control, and compliance, thus shifting the paradigm from high-cost human resources to intelligent-driven value creation [4] - The newly launched Xinhua Finance Professional Terminal (intelligent upgraded version) adds several new features aimed at providing efficient and precise information services across various financial business scenarios [4]

Core Insights - Industrial and financial collaboration is deepening to support the green transformation of private enterprises in China, as evidenced by the strategic partnership between Industrial Bank and the All-China Federation of Industry and Commerce [1][8] - The establishment of the National Private Enterprise Green Low-Carbon Development Alliance aims to enhance awareness and accelerate the green transition among enterprises, with Industrial Bank contributing its financial expertise [2][8] Group 1: Strategic Partnership - Industrial Bank has signed a strategic cooperation agreement with the All-China Federation of Industry and Commerce, becoming one of five commercial banks in the National Private Enterprise Green Low-Carbon Development Alliance [1] - The partnership focuses on providing financial support for the green transformation of private enterprises, leveraging Industrial Bank's expertise in green finance [1][2] Group 2: Financial Performance - As of the end of Q1 2025, Industrial Bank's green finance financing scale reached 23,181 billion yuan, with the balance of green loans exceeding 10,175 billion yuan [1][7] - The bank's efforts align with national goals for carbon reduction and environmental sustainability, demonstrating a commitment to supporting both emerging sectors and the green transformation of traditional industries [1][7] Group 3: Product Innovation - Industrial Bank has introduced innovative green financial products, such as Sustainable Development Linked Loans (SLL), which incentivize companies to meet sustainability performance targets [4][5] - The bank's local branches have tailored financial solutions to regional characteristics, promoting various types of linked loans that encourage low-carbon development [5][6] Group 4: Ecosystem Development - The alliance mechanism aims to create a community for green transformation, combining financial services with technology support and risk management [3][7] - Industrial Bank's initiatives reflect a shift from merely providing funding to fostering a comprehensive financial ecosystem that supports the green transition of enterprises [7][8] Group 5: Challenges and Future Directions - Despite progress, challenges remain in standardizing green project evaluation criteria and improving the quantification of environmental benefits [7] - The bank's localized approach to green finance emphasizes the need for targeted solutions that address specific regional needs, ensuring that financial support effectively reaches the real economy [7][8]

Group 1 - The introduction of policies such as the draft law to promote the private economy and the establishment of a financing coordination mechanism for small and micro enterprises is enhancing the business environment and providing policy support for the high-quality development of private enterprises [1] - In the first quarter of 2025, 1.979 million new private enterprises were established nationwide, representing a year-on-year growth of 7.1%, exceeding the average growth rate of the past three years, indicating strong resilience in the development of private enterprises and individual businesses in China [1] - Shanghai Pudong Development Bank (SPDB) is committed to serving the real economy by increasing credit investment and improving service quality to stimulate the vitality of private enterprises [1] Group 2 - In Zhengzhou, the center of the national frozen food industry, Xinnian Foods is leveraging consumer demand and product innovation to create a technology-enabled path for fresh food [2] - The cold chain food industry is one of the 28 key industrial chains in Henan, with over 30 large-scale enterprises in Zhengzhou by the end of 2024, and the frozen food sector holds over 60% market share nationally [2] - Xinnian Foods has achieved a 90% mechanization level in production, transitioning from traditional manufacturing to intelligent manufacturing, which requires significant investment in supply chain management [4] Group 3 - SPDB has provided over 300 million yuan in funding to Xinnian Foods to support production equipment upgrades and raw material procurement, ensuring efficient and stable operation of production lines [4] - SPDB has customized supply chain financing services for Xinnian Foods, providing over 1 billion yuan in credit to more than 20 upstream suppliers and promoting the construction of local industrial clusters [5] Group 4 - Sichuan Huanlong New Materials Co., Ltd. specializes in the research, production, and sales of bamboo fiber bio-based materials and has received recognition as a "green factory" [6][8] - Huanlong's bamboo fiber products, such as the Banbu brand, aim to provide high-quality, environmentally friendly materials, contributing to rural revitalization and farmer income [8] - SPDB has supported Huanlong with 7 million yuan in funding during its transformation phase and continues to strengthen cooperation to support the company's growth and intelligent transformation [8] Group 5 - Zhejiang Haishide Food Co., Ltd. focuses on the processing of aquatic products and has established a close partnership with SPDB since 2013, receiving 5 million yuan in microloans to support its R&D efforts [12] - Haishide's products, including various seafood items, are exported, generating over 18 million USD in foreign exchange [12] - SPDB plans to expand its services to aquatic enterprises, including cross-border trade and supply chain business, to facilitate the transition from a single fishery economy to a comprehensive industrial chain economy in Zhoushan [12] Group 6 - The resilience and innovative capacity of private enterprises in China are evident, with financial institutions playing a crucial role in supporting their high-quality development [13] - SPDB aims to continue innovating service models to provide more precise and efficient financial support to private enterprises, contributing to the growth of the private economy [13]

国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 2025年06月24日 国泰君安期货商品研究晨报-绿色金融与新能源 观点与策略 | 镍：远端镍矿端预期松动，冶炼端限制上方弹性 | 2 | | --- | --- | | 不锈钢：供需边际双弱，钢价低位震荡 | 2 | | 碳酸锂：偏弱震荡，仓单去化延续 | 4 | | 工业硅：关注仓单变化信息 | 6 | | 多晶硅：逢高空配思路为主 | 6 | 期货研究 商 品 研 究 2025 年 6 月 24 日 镍：远端镍矿端预期松动，冶炼端限制上方弹性 不锈钢：供需边际双弱，钢价低位震荡 张再宇 投资咨询从业资格号：Z0021479 zhangzaiyu@gtht.com 【基本面跟踪】 镍基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 沪镍主力（收盘价） | 117,440 | -840 | -2,250 | -5,270 | -5,960 | -11, ...

Group 1: Sustainable Disclosure Guidelines - The Ministry of Finance is soliciting opinions on the "Application Guidelines for the Corporate Sustainable Disclosure Standards - Basic Standards (Trial)" to enhance the guidance and operability of the basic standards [1] Group 2: ESG Rating Enhancement - The Shanghai Stock Exchange has released a special action plan to improve ESG ratings for listed companies, aiming to elevate the ESG rating level through six key initiatives [2] Group 3: AI Regulation - The Central Cyberspace Administration of China has disposed of over 3,500 non-compliant AI products as part of a campaign to address AI technology misuse, focusing on issues like AI-generated misinformation [3] Group 4: Green Finance Leadership - China leads globally in green credit scale, with significant positions in green bonds and green insurance markets, indicating strong growth potential in green finance [4] Group 5: Electric Vehicle Market Leadership - Chinese automakers dominate the zero-emission vehicle market, with BYD surpassing Tesla in global pure electric vehicle sales, showing a 25% increase compared to 2023 [6][5] Group 6: Climate Action in Asia-Pacific - The MSCI report indicates that the adoption rate of Science-Based Targets Initiative (SBTi) among Asia-Pacific companies has doubled to 50%, highlighting the region's commitment to climate action [7] Group 7: Zero Carbon Initiatives - Yili Group has launched a "dual footprint" strategy to promote a zero-carbon future, achieving significant milestones in low-carbon transformation and water conservation projects [8]

Core Viewpoint - China is promoting high-quality development of green finance to support enterprises in their green and low-carbon transformation, with a focus on innovative financial services covering the entire carbon reduction chain and the construction of zero-carbon parks [1][2][3]. Group 1: Green Finance Development - A series of documents have been issued this year to promote high-quality green finance development, with a goal to achieve significant results by 2027 [2]. - The financial support for green low-carbon development and the construction of a beautiful China is expected to improve in quality and efficiency [2]. - Financial institutions are increasingly offering innovative comprehensive financial service solutions that cover the entire carbon reduction chain [3][4]. Group 2: Zero-Carbon Park Construction - The establishment of zero-carbon parks is a key initiative in carbon reduction actions, with plans to create several such parks as outlined in the 2024 Central Economic Work Conference and the Government Work Report [5]. - Initial construction costs for zero-carbon parks are high, necessitating innovative business models and financial tools to transform these costs into value creation [5][6]. - A project initiated by the Asian Development Bank and Huaxia Bank aims to mobilize 5 billion yuan for energy-saving and renewable energy projects in industrial parks [5]. Group 3: Carbon Accounting System - There is a need to establish a comprehensive carbon accounting system to reflect the true carbon footprint levels post-reduction, with current challenges including high costs and inefficiencies [8][9]. - Digital finance is being leveraged to optimize traditional financial services for carbon accounting, enhancing the precision and transparency of carbon footprint data [8][9]. - Financial institutions are developing products and services based on carbon accounting information, focusing on carbon asset management and tracking carbon footprints in specific industries [9].

Core Insights - Fudan University International Finance Institute celebrates its eighth anniversary, marking a milestone and a new starting point for its ambition to become a world-class finance school [1] - The institute emphasizes internationalization as a core aspect of its identity, with a focus on building a professional and international faculty team [3][5] - The institute has developed a comprehensive degree program system, including full-time projects that are entirely taught in English, attracting a significant proportion of international students [5][6] Internationalization Strategy - The institute has established a nearly 60-member international faculty team, including 25 full-time professors with degrees from top global institutions [3] - The first innovative "Elite Master of Finance" program was launched in September 2018, followed by the introduction of other degree programs, creating a full chain of academic offerings [3][5] - Approximately 30% of the first undergraduate cohort were international students, with expectations for this figure to approach 50% in the coming year [5] Embracing Technology and Innovation - The institute has shifted its focus towards technology innovation, aligning with national goals for high-quality development [6] - The undergraduate finance program has been upgraded to include a fintech direction, receiving official approval as a "Global Bachelor of Fintech" [6][7] - A new Master's program in Technology Transfer is set to launch, aimed at bridging finance and technology management [6][7] Research and Policy Contributions - The faculty's international background allows for unique insights in policy research, enhancing the relevance and feasibility of their recommendations [8] - The institute is actively involved in Shanghai's financial development plans and addressing national financial risks [8][9] - The focus on emerging fields such as digital assets and green finance aims to position Shanghai as a leading center for climate finance [9] Future Outlook - The institute recognizes the dual challenges of attracting top talent and adapting to the impacts of AI and other new technologies [10][11] - Despite challenges, there is confidence in the institute's ability to leverage China's financial development and the growth of Shanghai as an international financial center [11] - The goal for the next eight years is to continue fostering internationalization and technological innovation while producing versatile financial professionals [11]