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ESG公募基金周榜第92期丨上榜基金全部收涨,泛ESG主题主动型领涨
Mei Ri Jing Ji Xin Wen· 2025-08-09 12:53
每经记者|黄宗彦 每经编辑|张海妮 2022年10月,每经品牌价值研究院构建ESG公募基金数据库,并自此推出"ESG公募基金周榜",通过追 踪ESG基金表现、分析排名及变动背后可能的原因,帮助投资者更好地了解、识别、筛选更具投资价值 的ESG基金。 本期ESG公募基金周榜的观察周期为8月4日至8月8日,最新净值以8月8日为准。统计结果显示,本期上 榜基金全部收涨,其中泛ESG主题主动型产品领涨,平均收益率为5.31%,泛ESG主题指数型产品的平 均收益率为2.69%。 | 基金代码 | 基金名称 | 最新净值 | 近一周收益率 | 近三月收益率 | 成立以来收益率 | 成立时间 | | --- | --- | --- | --- | --- | --- | --- | | | | (元) | (%) | (%) | (%) | | | 015828 | 永赢新能源智选A | 0.4114 | 10.15 | 3.03 | -58.86 | 2022-06-17 | | 016530 | 腿华碳中和主题A | 1.6554 | 8.42 | -0.74 | 65.54 | 2023-05-05 | | 0158 ...
小米汽车在丢掉消费者信任吗?
Hu Xiu· 2025-08-09 08:25
Core Viewpoint - The controversy surrounding Xiaomi Auto's demand for customers to pay the remaining balance in advance has raised significant market attention and concerns regarding consumer trust and corporate governance [1][9]. Group 1: Consumer Complaints - A user reported that Xiaomi Auto required full payment of the remaining balance just one day before the scheduled vehicle pickup, despite prior agreements stating that payment was only necessary after production and delivery [2][3]. - Other consumers have also expressed dissatisfaction, claiming that they were told to pay the remaining balance only after the vehicle was produced, which they found unacceptable [3][11]. Group 2: Contractual Terms - The purchase agreement stipulates that Xiaomi Auto has the right to request the remaining balance based on production schedules, and failure to pay can result in order cancellation without refunding the deposit [3][4]. - Consumers have criticized these terms as potentially being "unreasonable" or "abusive," as they feel the terms heavily favor the company [5][6]. Group 3: Legal and Governance Issues - Legal experts have pointed out that the clauses regarding payment and delivery timelines may constitute "unreasonable format clauses," which could be deemed invalid under the Civil Code [6][7]. - The ambiguity in delivery timelines, where the app's estimated delivery is not guaranteed, raises concerns about the company's accountability and transparency [6][7]. Group 4: Market Implications - The issues with Xiaomi Auto's sales terms may lead to scrutiny from investors, rating agencies, and the media regarding the company's governance standards, potentially affecting its ESG ratings and market trust [9][21]. - The automotive industry typically follows a practice where payment is made after vehicle inspection, contrasting with Xiaomi's approach, which could alienate consumers [7][18]. Group 5: Recommendations for Improvement - Other automotive manufacturers can learn from this situation by incorporating flexible and negotiable terms in contracts, ensuring transparency in commitments, and establishing consumer rights tracking within their governance frameworks [18][20]. - Xiaomi Auto is advised to align its marketing promises with actual practices to avoid misleading consumers and to enhance its governance and service standards [20][21].
南网能源: 南方电网综合能源股份有限公司董事会战略与投资委员会议事规则
Zheng Quan Zhi Xing· 2025-08-08 16:23
南方电网综合能源股份有限公司 董事会战略与投资委员会议事规则 第一章 总 则 第一条 为适应公司发展战略需要,保证公司发展规划和战 略决策的科学性,增强公司的可持续发展能力,根据《中华人民 共和国公司法》 (以下简称" 《公司法》" )、《上市公司治理准则》、 《南方电网综合能源股份有限公司章程》(以下简称"《公司章 程》")及其他有关规定,公司特设立董事会战略与投资委员会, 并制订本议事规则。 第二条 董事会战略与投资委员会是董事会依据相关法律法 规设立的专门机构,主要负责对公司长期战略和重大投资决策进 行研究并提出建议。 第二章 人员组成 第三条 战略与投资委员会由 3 名董事组成,其中至少应包 括一名独立董事。 第四条 战略与投资委员会委员由董事长、二分之一以上独 立董事或者全体董事的三分之一以上提名,并由公司董事会选举 产生。 第五条 战略与投资委员会设主任委员(召集人)一名,由 董事长担任,负责主持委员会工作。 第六条 战略与投资委员会任期与董事会任期一致,委员任 期届满,可连选连任。期间如有委员不再担任公司董事职务,自 动失去委员资格。 第七条 战略与投资委员会成员可以在任期届满以前向董事 会提交 ...
Petrobras(PBR) - 2025 Q2 - Earnings Call Presentation
2025-08-08 15:00
Operational Highlights - Petrobras' total production of oil and natural gas reached 2.91 MM boed, a 5% increase compared to 1Q25[9] - Total operated production reached a record level of 4.19 MM boed[9] - Pre-salt layer own production also reached a record of 2.39 MM boed[9] - FPSO Alexandre de Gusmão started production in the Mero Field with a capacity of 180 thousand barrels of oil per day and process 12 million m³ of gas[10] - The company signed new contracts in the free gas market, increasing volumes by 170% in 1H25[21] Financial Highlights - Commercial oil and gas production in Brazil increased by 5% from 1Q25 to 2Q25[29] - Operating cash flow was US$7.5 billion in 2Q25[32] - Net income was US$10.2 billion in 2Q25[32] - Total utilization factor of refining system was 91% in 2Q25 with 68% yield of high value-added oil products[16] - Shareholder remuneration was R$8.7 billion in 2Q25[49]
荣耀拟2040年实现碳中和 较最初目标提前五年
Zheng Quan Shi Bao Wang· 2025-08-08 13:55
刘小军介绍,在绿色产品方面,荣耀将环保理念贯穿于产品设计和生产全过程。2024年通过绿色产品累 计减少和避免温室气体排放约1497吨;150款手机及平板电脑通过中国质量认证中心的环保等级认证; 2024年在产品中使用的回收再生塑料及生物基的使用总量达310吨。 在绿色运营方面,2024年清洁能源使用量占比达13%;办公园区人均用电量较2023年降低8%;通过说 明书电子化措施预计共节省约1.1亿张A4纸,相当于避免了3817棵成年树木的砍伐,相当于减少454.89 吨碳排放。在绿色伙伴方面,荣耀积极加入联合国全球契约组织(UNGC)、联合国工业发展组织 (UNIDO)等,与各界合作伙伴共建可持续发展共赢生态圈。 8月8日,荣耀正式发布《荣耀终端股份有限公司:环境、社会及负责任治理报告(2024年)》(简称《报 告》),明确提出到2040年实现自身运营碳中和,2050年实现价值链碳中和的目标。值得一提的是,这一 目标相较荣耀最初目标提前了五年。 荣耀ESG总监刘小军对证券时报.e公司记者表示,早在2021年,荣耀就成立了以管理层为核心团队的 ESG委员会,在商业实践中不断推动ESG治理与赋能工作的稳步落地。目前 ...
万物新生上涨2.15%,报3.565美元/股,总市值7.84亿美元
Jin Rong Jie· 2025-08-08 13:49
Group 1 - The core viewpoint of the article highlights the positive financial performance of Wanwu Xingsheng (RERE), with a significant increase in revenue and net profit year-on-year [1] - As of August 8, the stock price of Wanwu Xingsheng opened at $3.565 per share, reflecting a 2.15% increase, with a total market capitalization of $784 million [1] - Financial data shows that by March 31, 2025, Wanwu Xingsheng's total revenue reached 4.653 billion RMB, representing a year-on-year growth of 27.45%, while the net profit attributable to shareholders was 42.8 million RMB, up 146.09% year-on-year [1] Group 2 - Wanwu Xingsheng is set to disclose its fiscal year 2025 mid-term report on August 20, prior to the market opening in the Eastern Time Zone [1] - The company, established in 2011 and registered in the Cayman Islands, operates primarily through its domestic subsidiary, Shanghai Wanwu Xingsheng Environmental Technology Group Co., Ltd. [1] - Wanwu Xingsheng positions itself as a "Internet + Environmental Protection" circular economy enterprise, with four main business lines: Aihui Shou, Pajitang, Paipai, and overseas business AHS Device [1] - The company aims to integrate social responsibility into its business practices, adhering to the mission of maximizing the use of idle resources and striving to become a model enterprise in ESG (Environmental, Social, and Governance) [1]
天阳科技:海南绿色数字信用利用大数据、区块链、模型等技术为企业构建ESG数据平台与绿色信用体系
Zheng Quan Ri Bao Zhi Sheng· 2025-08-08 12:43
(编辑 袁冠琳) 证券日报网讯 天阳科技8月8日在互动平台回答投资者提问时表示,海南绿色数字信用利用大数据、区 块链、模型等技术,基于财政部企业可持续披露标准要求,为企业构建ESG数据平台与绿色信用体系。 ...
郑中设计: 2024年度环境、社会及公司治理(ESG)报告
Zheng Quan Zhi Xing· 2025-08-08 12:13
ENVIRONMENTAL, SOCIAL AND GOVERNANCE REPORT 2024 ccd@ccd,com.hk www.atgcn.com CONTENTS About the Report & GRI GRI Standards GB / T 36001-2015 Sustainable Development Goals SDGs ESG PDF https://www.atgcn.com www.cninfo.com.cn Message from the Chairman of the Board CCD iF iF 2024 AI IDEAFUSION Transfusion AI IDEAFUSION Transfusion AI CCD Cheng Chung Design at a Glance ChengChungDesign CCD WOWU COSMO CROSS • • UCD ◆ ◆ CTUBH (2015-2024) AAA / A D Red Dot Award iF Design Award HD Awards MUSE Design Awards Global ...
近八成上市煤企披露ESG信息,数字化成多家企业减碳帮手
Xin Jing Bao· 2025-08-08 10:33
新京报贝壳财经讯"近年来,煤炭行业上市公司ESG信息披露的规范性、主动性和覆盖面显著提高,信 息披露的内容日益丰富。截至2025年5月底,共有28家公司独立发布2024年度ESG报告、可持续发展报 告或社会责任报告,有7家公司嵌入年报披露,披露率达79。55%,较2024年增长超过21.41个百分点, 披露数量和披露率均创新高。"8月8日,中国煤炭工业协会发布的《煤炭行业社会责任蓝皮书 (2025)》("《蓝皮书》")披露了上述数据。 《蓝皮书》显示,对比近两年煤炭上市公司ESG评级分布,AA级占比由2024年2.9%提升至2025年 4.55%,A级占比由2024年2.9%提升至2025年6.82%,BBB级占比由2024年11.8%提升至2025年38.64%。 数字化工具也成为企业绿色转型的帮手。 华阳股份(600348)(600348.SH)2024年ESG报告提出,报告期内公司提前3年率先在山西实现所有生 产矿井智能化。公司下属一矿是国家首批智能化示范煤矿,通过升级改造远程控制和集中监控系统,引 入主提升皮带智能巡检机器人等,全员人均效率达到1392.91吨,同比提高249.52吨。 陕西煤业(60 ...
ESG动态跟踪月报(2025年7月):国内绿金标准升级,海外气候金融热度不减-20250808
CMS· 2025-08-08 07:54
证券研究报告 | 金融工程 2025 年 08 月 08 日 国内绿金标准升级,海外气候金融热度不减 ——ESG 动态跟踪月报(2025 年 7 月) 本报告重点关注 ESG 领域的监管动态、市场趋势与产品发行情况,系统梳理过去 一个月的重要信息,供投资者参考。 定期报告 相关报告 1、《ESG 热点洞察系列报告之 一:宽基指数编制中的 ESG 整 合趋势》2025-07-21 2、《ESG 热点洞察系列报告之 二:国际气候倡议调整背景下 低碳投资策略的本土化探索》 2025-07-30 风险提示: ❑ 本报告基于公开资料整理,内容仅供参考,不构成任何投资建议。ESG 相关政 策仍在持续完善过程中,标准体系和市场反应具有不确定性,相关投资产品可 能面临估值波动、流动性不足、主题偏离等风险,投资者需保持审慎判断。 任瞳 S1090519080004 rentong@cmschina.com.cn 麦元勋 S1090519090003 maiyuanxun@cmschina.com.cn 敬请阅读末页的重要说明 ❑ 2025 年 7 月,国内 ESG 政策密集出台,绿色金融支持目录、零碳园区、碳足 迹标识等新规不 ...