Workflow
ESG
icon
Search documents
绿金新闻 | 扩容后的全国碳市场有何变化?生态环境部最新披露!
Xin Lang Cai Jing· 2025-09-24 15:52
新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务,助力上市公司传播 ESG理念,提升ESG可持续发展表现。点击查看【ESG评级中心服务手册】 市场交易主体参与意愿增强。2024年,全国碳排放权交易市场参与交易的重点排放单位共计1471家,较 上一个履约周期增加1.38%。2024年每个交易日均有成交,全年成交笔数同比增长18%。市场供给逐步 提升,交易活力稳步释放,配额惜售现象得到缓解,2024年卖出配额的重点排放单位数量较上一个履约 周期增加11.24%。 2025年以来,重点排放单位交易意愿有所增强。截至8月底,挂牌协议交易的买入和卖出委托总量较去 年同比上涨232%。钢铁、水泥、铝冶炼行业纳入全国碳排放权交易市场后,三个行业重点排放单位积 极开立交易账户,截至2025年8月底,新纳入行业重点排放单位已开设交易账户1277家。 同时,交易产品和方式逐步丰富。全国碳排放权交易市场的交易产品为配额现货。2023年以来,生态环 境部对配额按照发放年份进行了标记,每个年份的配额作为独立交易标的在市场自由流通和交易。截至 2025年8月底,已发布"碳排放配额19-20""碳排放配额21" ...
洛阳钼业周星:ESG是矿企的必答题
Core Viewpoint - The importance of ESG (Environmental, Social, and Governance) in the mining industry is emphasized, highlighting that it requires long-term investment and commitment for sustainable development [1][2]. Group 1: ESG Commitment - ESG is viewed as a fundamental aspect for the long-term sustainability of mining companies, not merely a branding exercise [1]. - The mining industry is characterized by high ESG density, making it essential for companies to prioritize ESG initiatives to ensure their ongoing viability [1]. - For Luoyang Molybdenum, ESG is integral to all operations, balancing economic value creation with adherence to environmental standards and community benefits [1]. Group 2: Long-term Investment Perspective - Mining is a long-term investment sector, with operations potentially lasting decades or even centuries [2]. - Luoyang Molybdenum has invested nearly $10 billion in the Democratic Republic of the Congo (DRC), emphasizing the need for a long-term vision and local integration [2]. - The company has invested $325 million in community initiatives since the TFM mine began production, contributing to a stable external environment for operations [2]. Group 3: Global Expansion and Competitive Advantages - Luoyang Molybdenum has evolved from a local company to a global resource player, with over 90% of its assets and revenue derived from overseas [3][4]. - Chinese mining companies possess advantages in technology, manufacturing, and collective spirit, which are beneficial in resource-rich but infrastructure-poor regions [4]. - The internationalization of mining is seen as an extension of industrial chain globalization, with Chinese companies poised to leverage their capabilities in underdeveloped areas [4]. Group 4: Social Responsibility in DRC - The DRC is identified as an underdeveloped region with a GDP of approximately $70 billion in 2024, highlighting the significant responsibility of companies operating there [5]. - Luoyang Molybdenum is committed to community development through infrastructure projects such as roads, bridges, hospitals, and agricultural initiatives [5]. - The company's efforts in the DRC are framed as essential for embedding ESG practices into its operational foundation, ensuring resilience against risks and changes [5].
Banco do Brasil (OTCPK:BDOR.Y) 2025 Investor Day Transcript
2025-09-24 14:02
Summary of Banco do Brasil Investor Day Conference Company Overview - **Company**: Banco do Brasil - **Event**: Second edition of Investor Day in New York, 2024 - **Focus**: Discussing key drivers shaping Banco do Brasil's future and strategies for 2025 Key Industry Insights - **Agribusiness Portfolio**: Banco do Brasil has a significant agribusiness portfolio, with credit amounting to **R$405 billion**, expected to increase to **R$408 billion** soon [doc id='24'][doc id='25'] - **Credit Strategy**: The bank is focusing on selective disbursement and risk management, particularly in agribusiness, to mitigate defaults and enhance recovery [doc id='7'][doc id='25'] - **Economic Context**: The macroeconomic scenario in Brazil is challenging, with high interest rates impacting farmers' cash flow and increasing default rates [doc id='41'][doc id='72'] Core Strategies and Adjustments - **Resilience Framework**: Banco do Brasil is implementing a resilience framework to manage risks and improve credit quality, particularly in agribusiness [doc id='7'][doc id='49'] - **Digital Transformation**: The bank is investing in digital platforms to enhance customer satisfaction and operational efficiency, with **75,000 employees** undergoing training in digital acceleration [doc id='12'][doc id='13'] - **Cultural Change**: A shift in organizational culture towards agility and collaboration is emphasized, aiming for continuous learning and adaptation [doc id='11'][doc id='12'] Financial Performance and Projections - **Credit Portfolio Growth**: The bank's credit portfolio has expanded significantly, particularly in agribusiness, with provisions for potential defaults being closely monitored [doc id='34'][doc id='39'] - **Default Rates**: The bank is experiencing increased default rates, particularly in agribusiness, with **70% of clients in default** not having a history of non-compliance [doc id='43'][doc id='46'] - **Future Expectations**: The bank anticipates a recovery in the agribusiness sector, supported by favorable harvest forecasts and government initiatives [doc id='70'][doc id='72'] Risk Management and Recovery Plans - **Credit Risk Management**: Banco do Brasil is revisiting its credit matrix to reduce risk appetite and enhance collection processes [doc id='43'][doc id='44'] - **Government Collaboration**: The bank is working with government entities to facilitate credit operations and support farmers in financial distress [doc id='66'][doc id='67'] - **Sustainability Goals**: The bank is committed to sustainable practices, aiming to achieve **R$500 billion** in ESG-focused credit by 2030 [doc id='26'][doc id='27'] Additional Insights - **Technological Integration**: The bank is leveraging artificial intelligence for improved credit assessment and risk management [doc id='14'][doc id='51'] - **Client Engagement**: Banco do Brasil is enhancing its client relationship management through innovative digital channels, including WhatsApp, to improve service delivery [doc id='15'][doc id='22'] - **Training and Development**: Significant investments in employee training are being made to ensure staff are equipped to handle the evolving financial landscape [doc id='13'][doc id='28'] This summary encapsulates the key points discussed during the Banco do Brasil Investor Day, highlighting the company's strategies, challenges, and future outlook in the context of the Brazilian agribusiness sector and broader economic environment.
北京CBD新地标Z3首摘面纱 打造未来总部资产样本
Zhong Guo Jing Ji Wang· 2025-09-24 13:58
中国经济网北京9月24日讯(记者 李方) 北京CBD核心区备受瞩目的Z3超甲级写字楼项目今日正式揭 开面纱。据悉,该项目由北京金通港房地产开发有限公司开发建设,其股东为普洛斯、中金公司 (601995)、香港置地。三家联袂共同投资Z3项目,携手国际设计团队Foster + Partners,以稳健资本与 长期运营为原则,致力于打造面向未来的总部资产样本,以人本、绿色与智慧为核心,构建国际水准的 总部体验。 据悉,普洛斯GLP是全球领先的专注于供应链、大数据及新能源领域新型基础设施的产业服务与投资公 司,深耕产业,长于运营。中国国际金融股份有限公司作为中国领先的国际化投资银行,植根中国,融 通世界,通过优质金融服务推动经济发展。香港置地为大型上市的物业投资、管理及发展集团,专注于 开发、持有或管理位于亚洲主要城市的尊尚综合物业,一直肩承市场领先者角色。 据介绍,Z3项目总建筑面积约17.5万平米,涵盖一栋140米高的超甲级办公楼及45米高的连体配套裙 楼。项目位于东三环首排,占位CBD正心,对望国贸,北邻CCTV。 其次,绿色健康与低碳方面,项目按LEED-CS铂金、WELL铂金、绿建三星标准打造,从建筑到机电 ...
Zijin Gold Offers New Glitter For Global Gold Investors
Benzinga· 2025-09-24 12:25
The international gold spinoff from one of China's leading miners reported its revenue rose 43% in the first half of 2025, while its profit shot up 143%Key Takeaways:Zijin Gold International has launched its Hong Kong IPO, reporting strong revenue and profit growth in the first half of 2025The international gold spinoff of one of China's leading miners aims to raise $3.2 billion from the listing, luring global investors with its strong growth and improving marginsComing soon to the Hong Kong Stock Exchange: ...
中科信息获ESG奖项
Core Viewpoint - Zhongke Information (300678) has been awarded the "A-share ESG Demonstration Case" honor at the 2025 China Listed Company Yinghua Awards, reflecting its excellence in environmental, social, and governance (ESG) practices [1][2] Group 1: ESG Recognition - The award encompasses both A-share and Hong Kong stock markets, with 15 categories established to evaluate companies based on authoritative and objective criteria [1] - Evaluation metrics include institutional investor recommendations, expert reviews, and public opinion data, focusing on "intrinsic value, growth potential, value companionship, and value harvest" [1] - The recognition highlights the capital market's acknowledgment of the company's standardized governance and its role in empowering green development through AI [1] Group 2: Company Initiatives - Zhongke Information has been committed to the implementation of "AI+ applications" in areas such as smart government, intelligent manufacturing, smart cities, and smart healthcare [1] - The company has developed a series of digital products that support new productivity construction, including the EIOD edge intelligent internet platform, which provides comprehensive solutions for smart factories [1] - Products like machine vision models and data analysis algorithms have enhanced quality and precision in industries such as banknote printing, card manufacturing, glass, and lithium batteries [1] - Intelligent emergency rescue, drone patrol, and smart operation and maintenance products offer safety guarantees in oil and gas fields and pipeline networks [1] Group 3: Future Commitment - The company will continue to uphold sustainable development principles, aiming to meet national major needs and assist industries in improving quality and efficiency [2] - Zhongke Information is dedicated to enhancing its ESG management level and actively fulfilling social responsibilities [2] - The company aims to contribute to the green low-carbon and digital transformation of the industry [2]
拖鞋反复使用这事,酒店方委屈不委屈?
3 6 Ke· 2025-09-24 11:21
入住国际联号的高星酒店,发现拖鞋竟然都是"二手"的。这事让很多消费者在心理上都难以接受。 "拖鞋"争议有两个焦点 9月20日,有用户发帖表示,常州一家万豪酒店客房内提供的白色拖鞋起球,鞋内还有残留的毛发,质疑这些拖鞋被重复使用。 该住客向服务员提出异议后,酒店送过来一双崭新的拖鞋,并告知"此类拖鞋并非一次性,酒店是要回收消毒再使用的"。 OTA平台显示,该酒店日均房价超过700元。很多用户在社交平台上吐槽,如此高的房价,在提供客房用品时却显得如此"吝啬"。700元一晚的酒店高端体 验与客房拖鞋重复使用的实际认知同时发生,让人觉得割裂感很强。 图源:小红书用户菜瓜嘟嘟 其实,该舆情事件的争议主要集中在两个焦点。 一个是酒店拖鞋能不能重复使用。 对于酒店方来说,一边是消费者的吐槽和不理解,另一边是环保要求叠加控本带来的压力。酒店方似乎成了风箱里的老鼠——两头受气,又两头不敢得 罪。 这场争议的表面是关于卫生和信任。实则暴露出酒店供应链管理的困境,行业理念升级和用户观念不匹配以及相关配套制度落后的矛盾。 如果不从根本上解决这个问题,类似的投诉只会越来越多。 酒店负责人后来解释称,他们从未标注过拖鞋是一次性用品,循环 ...
南京银行张旺燕:金融机构应在资本、资金与资产层面统筹推进ESG
Core Viewpoint - The conference emphasizes that sustainable development has transitioned from an option to a necessity, redefining the value of finance and highlighting the importance of integrating ESG into core strategies for both enterprises and banks [1][3]. Group 1: ESG Integration in Enterprises - Enterprises should elevate ESG from a standalone concept to a fundamental part of their core strategy, aligning sustainable development with their main business and overall strategy [3][4]. - High-quality information disclosure is essential for conveying value to society, with references to internationally recognized standards like TCFD and ISSB to enhance trust and recognition [3][4]. - Companies can leverage their ESG capabilities to lead industry development, influencing partners through green supply chains and participating in rule-making processes [4][5]. Group 2: Financial Advantages of ESG - Strong ESG performance can translate into financing advantages, with companies often enjoying broader financing channels and lower costs, such as through green bonds or ESG-linked loans [4][5]. - Companies with good ESG practices can attract long-term capital, enhancing market recognition and capital value, which can improve financial performance and corporate image [5][6]. Group 3: Case Study - Nanjing Bank - Nanjing Bank has been proactive in green finance since 2012, with over 20% of its portfolio in green finance, positioning it among the leaders in the sector [5][6]. - The bank has implemented a "1+3+X" green finance strategy, focusing on strategic planning, ESG risk management, and green operations, leading to innovative products like carbon performance-linked loans [5][6]. - Nanjing Bank emphasizes ESG risk management throughout its credit processes and has established a green operation system, including the first zero-carbon outlet in a pilot area [6][7]. Group 4: Policy and Market Environment - The national and industry-level policies are creating a favorable environment for enterprises to practice ESG, with ongoing green development policies and market preferences shifting towards low-carbon products [7][8]. - Banks can enhance their ESG practices by focusing on capital, funding, and asset management, which includes attracting strategic investors and optimizing financing conditions through green financial instruments [8][9].
全球资管中心“一超多强”格局凸显,上海排名第五
Guo Ji Jin Rong Bao· 2025-09-24 10:31
亚洲的格局则表现分化,上海升至第五,尤其在资管科技、底层资产和增长率上均有较大提升,其数字基础设 施、人工智能风投和专利产出方面已进入全球前列,显示出其基于综合优势的追赶潜力。 不过,香港跌至第十,新加坡则从第六滑落至第十三,反映出主要依赖制度便利所带来的脆弱性。孟买在底层资 产和增长率方面异军突起,成为全球新兴市场的最大"黑马",显示印度高储蓄率、资本市场开放与数字金融崛起的综 合动能。 | | | 衣 1-1 全球下入货广官理中心家合排名 (2025) | | | | --- | --- | --- | --- | --- | | | 资管中心 | 综合评分 | 分数较 2024 | 排名较 2024 | | | | | 年变化 | 年变化 | | | 纽约 | 97.91 | 2. 39 | 0 | | 2 | 巴黎 | 84. 72 | -0. 93 | 13 | | 3 | 伦敦 | 84. 58 | -1.46 | 11 | | 4 | 波士顿 | 84. 45 | 0. 22 | 17 | | 5 | 上海 | 84. 22 | -0. 86 | ↑2 | | 6 | 芝加哥 | 84. 20 ...
汇丰调查:中国股市成全球机构投资者首选
Guo Ji Jin Rong Bao· 2025-09-24 10:31
Group 1 - The core viewpoint of the article highlights the increasing optimism among global institutional investors regarding the growth prospects of emerging markets, particularly in Asia, with China's stock market being the preferred investment choice [1] - Over 60% of surveyed investors (61%) believe that emerging market stocks will outperform developed markets, an increase from 49% in June [1] - The proportion of investors holding a bullish view on emerging markets has risen from 44% in June to 62%, while bearish sentiment has halved to 7% [1] Group 2 - A majority of respondents expect economic activity in developing countries to accelerate over the next 12 months, with Asia identified as the region with the fastest net growth acceleration [1] - More than half of the respondents expressed optimism about the mainland Chinese stock market, significantly up from about one-third in June [1] - The survey indicates that market confidence in China's economic stimulus policies and positive developments in US-China trade relations are driving this optimism [1] Group 3 - Regarding market risks, 28% of respondents view "tariffs and trade tensions" as the biggest downside risk for emerging markets, followed by the potential for recession in major economies, particularly the US [2] - On the positive side, 33% of respondents believe that "capital flowing out of the US and being redistributed" is the main catalyst for the positive outlook on emerging markets [2] - The survey also emphasizes the importance of incorporating sustainable development factors into investment decisions, with 81% of respondents considering integrating these factors into their investment strategies, indicating a long-term trend [2]