今天分享的是：和君咨询：湖南省上市公司发展报告（2025年） 报告共计：106页 湖南省上市公司发展报告（2025年）核心总结 《湖南省上市公司发展报告（2025年）》基于"HJ-18"分析框架，从17个维度全面剖析了湖南省上市公司的发展现状与特征。截 至2025年4月30日，湖南省共有154家上市公司，其中A股146家、境外8家，A股数量占全国比例2.70%，低于其GDP全国占比 3.95%，与经济体量仍不匹配。 区域分布上呈现"高度集聚、东强西弱"特征，长沙市以86家A股上市公司占全省58.90%，长株潭三市市值占全省85.95%，而娄 底市等仍未实现上市公司零突破，区域发展不均衡问题突出。产业方面，以工业、原材料等传统产业为主，37家工业企业和28 家原材料企业构成主体，工程机械、轨道交通装备等产业形成集群优势，但新兴产业龙头企业偏少，产业结构有待优化。 市值规模方面，全省A股上市公司总市值15617.03亿元，占全国A股总市值1.60%，中小市值公司居多，50亿元以下公司占比 51.37%，千亿市值公司仅2家，腰部企业力量不足。经营表现上，2024年营业收入总额8913.45亿元，净利润435.65亿 ...

Core Points - The ESG China Innovation Annual Conference (2025) and the first ESG International Expo opened in Beijing, attended by notable government officials and industry leaders [1][3] - Chen Dexin, Chairman of China Minmetals, emphasized the importance of implementing the new development concept and accelerating the green transformation of the economy and society [3] - China Minmetals aims to become a world-class metal mineral enterprise group, leveraging its comprehensive industry chain advantages developed over 75 years [3] - The company is focused on enhancing the high-end, intelligent, and green levels of its industry to support economic growth and social development [3] - Looking ahead to the 14th Five-Year Plan, China Minmetals plans to build an international ESG support system and contribute to global sustainable development [3] - The company was recognized for its excellence in ESG practices and included in the "Supply Chain ESG Pioneer 50" list [5] Group 1 - The ESG China Innovation Annual Conference (2025) and the first ESG International Expo opened in Beijing [1] - Chen Dexin highlighted the strategic importance of the new development concept and green transformation [3] - China Minmetals has established a comprehensive industry chain over 75 years [3] Group 2 - The company aims to enhance high-end, intelligent, and green industry levels [3] - Plans to build an international ESG support system for sustainable development [3] - Recognized for excellence in ESG practices and included in the "Supply Chain ESG Pioneer 50" list [5]

Core Insights - rYojbaba Co., Ltd. has announced a strategic partnership with China Zhongqing International Holdings to implement the Free Labor Union Program aimed at improving labor conditions for foreign workers in Japan [1][3][4] - The partnership seeks to address systemic issues within Japan's Technical Intern Training and Specified Skilled Worker programs, which have faced criticism for human rights violations and poor working conditions [2][3][4] - The initiative is positioned as a social-impact model that aligns with nationwide ESG goals, aiming to provide comprehensive support to foreign workers throughout their employment journey [6] Company Overview - rYojbaba operates in labor consulting and health services, focusing on bridging gaps in Japan's labor culture and providing strategic consulting for companies and labor unions [7][8] - The company runs 28 osteopathic clinics and 2 beauty salons, offering services based on judo theory, a form of osteopathic medicine [8] Partnership Details - The partnership with Zhongqing International, an affiliate of Poly Group, will oversee the deployment of foreign workers while rYojbaba will manage their welfare and protection [3][4] - The Free Labor Union Program will ensure that foreign workers are enrolled before arriving in Japan, covering employment contracts, housing conditions, and providing accessible consultation channels [4][5] Future Plans - rYojbaba aims to expand the Free Labor Union Program beyond Japan into other international markets facing similar labor issues, leveraging its consulting expertise to create potential future opportunities [5][6]

Core Insights - rYojbaba Co., Ltd. has formed a strategic partnership with China Zhongqing International Holdings to implement the Free Labor Union Program aimed at improving labor conditions for foreign workers in Japan's Technical Intern Training and Specified Skilled Worker Programs [1][3][4] Group 1: Partnership and Program Details - The partnership aims to establish a model for ethical and safe cross-border employment, addressing issues such as long working hours and human rights violations faced by foreign workers in Japan [2][3] - The Free Labor Union Program will ensure that foreign workers are supported throughout their employment journey, including pre-employment enrollment, contract handling, and access to legal and medical support in cases of workplace issues [4][6] - Zhongqing International, an affiliate of Poly Group, will oversee the deployment of foreign workers, while rYojbaba will manage their reception and welfare [3][4] Group 2: Social Impact and Future Goals - The initiative is positioned as a social-impact model that aligns with nationwide ESG goals, aiming to address the widespread mistreatment of foreign workers in Japan [6] - The company plans to expand the Free Labor Union Program to other international markets facing similar labor issues, leveraging its consulting expertise to create a trusted labor-protection framework [5][6] - The overarching goal is to implement this model globally, enhancing partnerships and promoting a responsible labor system [6][7]

10月24日，首届ESG国际博览会在北京开幕，会议主题为"全链创新领航绿色变革未来"。 国元证券（000728）受邀参展，以"深化可持续发展治理、致力长期价值实现"为主题，向海内外观众全 方位展示公司绿色金融的丰富实践成效。公司通过理顺绿色发展机制、共建ESG可持续生态、锻造全链 金融服务矩阵、落实落细乡村全面振兴目标任务的"组合拳"，以实干为肥滋养金融高质量发展"黄金 林"。 机制筑基，"厚壤"固"林基" 对外合作促进ESG研究创新。国元证券围绕行业ESG政策及市场发展趋势、ESG信息披露、ESG投资等 领域，积极加强与高校、企业、政府等部门的研究合作。公司与中国科学技术大学等专业机构合作完成 《基于实证分析的上市公司ESG信息披露标准研究》《中国上市公司ESG信息披露典型实践案例》等学 术成果，相关研究荣获"2024向光年度十大学术研究成果"奖项。2024年，公司发布《国元证券ESG信息 披露标准》，成为金融行业、证券行业以及安徽地区"首家"制定并发布ESG信披企业标准的上市公司。 凭借在ESG领域的持续实践，国元证券连续多年入选恒生可持续发展企业指数成分股；权威榜单实现高 位领跑——荣膺"中国ESG上市 ...

本报讯(记者吕东)10月24日至26日，浦发银行（600000）参展在首钢国际会展中心隆重举行的第三届 ESG中国.创新年会(2025)暨首届ESG国际博览会。本次大会由中国企业改革与发展研究会和首钢集团联 合举办。 据了解，本次ESG国际博览会是全球首个聚焦中国特色ESG实践的国际博览会，吸引了70余家机构及千 余名社会各界代表参会。本次大会以"全链创新领航绿色变革未来"为主题，着力打造中国ESG实践 的"展示窗、连接器、加速器"，运用ESG理念，持续推动共同富裕、社会责任以及全球可持续发展。 大会期间，浦发银行ESG案例《以绿色金融助力绿色发展——搭建"三维支柱"，建设金融强国》作为唯 一银行机构获评"中国ESG.卓越实践(2025)"。 浦发银行本次参展以"绿融万物共创未来"为主题，全方位展示该行积极践行"两山"理念，以先行者的姿 态与奋斗者的担当，服务国家战略、支持实体经济发展、助力人民美好生活的生动实践。 ...

Core Insights - The 2025 Responsibility China ESG Annual Ceremony was held in Guangzhou, focusing on corporate social responsibility and ESG development pathways [2] - Hou Wenjing, Secretary-General of the Beike Public Welfare Foundation, emphasized the foundation's commitment to "business for good" and integrating public welfare into corporate strategy [2] Group 1: Community Support for the Elderly - Beike Public Welfare has developed a systematic approach to community support for the elderly, highlighted by the "I Teach You to Use a Mobile Phone" project, which has engaged over 445,000 active agents and served approximately 1.3 million elderly individuals across over 130 cities [3][5] - The "I Teach You to Prevent Falls" project, launched in 2023, has reached over 144,000 elderly individuals through health classes and materials [5] - The "Independent Guardian Plan," initiated in 2024, aims to provide smart home solutions for elderly individuals living alone, with plans to serve 2,000 households in three cities [5] Group 2: Community Building Initiatives - The "Beike Medical Love Home" project has provided temporary housing and support for families of critically ill children, serving 1,848 families with over 19,000 nights of accommodation [6] - Beike's offline store network has been transformed into community service nodes, exemplified by the "Neighbor Home" and "Rider Station" projects in Guangzhou, which integrate various community services [8] - The foundation's approach combines business resources, store networks, and technology to address key community needs, reinforcing its commitment to creating value for consumers and society [8]

在全球应对气候变化、推进可持续发展的浪潮中，环境、社会和治理（ESG）已从企业"加分项"，升级 为衡量长期价值与韧性的核心标尺。对于迈向高质量发展的中国经济而言，ESG更是激活新质生产力、 推动产业绿色转型的关键引擎。 目前，新"国九条"明确可持续信息披露要求，财政部、证监会及沪深北交易所联动完善规则，欧盟《企 业可持续发展报告指令》（CSRD）、《欧盟电池法》等全球监管，也倒逼国内企业加速接轨，A股 ESG披露正式进入规范化新时代。 作为与民生紧密关联的核心领域，大消费行业的ESG表现直接关系品牌声誉与市场竞争力。10月24日， 由南方都市报湾财社主办的2025责任中国ESG年度盛典在广州举行，现场公布了《2025年度企业ESG调 研报告》。 截至2025年10月9日，A股5506家上市企业中，2572家披露了ESG报告，整体披露率达46.71%，较2022 年提升12个百分点，呈现稳步提升态势。但大消费行业内部差异显著：白酒、白电等领域披露率超 70%，小家电、调味品等领域不足40%；部分企业虽披露报告，却存在"报喜不报忧""关键数据缺失"等 问题，涉及供应链碳排的范围3碳排放更是多数消费行业的集体盲区。 ...

近期，九号公司(689009)获中证指数ESG评级AAA等级，在可选消费行业中位列第一，显示公司在环 境、社会责任与公司治理方面的领先水平。 本次评级结果体现了九号公司在ESG管理体系建设、绿色发展及社会责任履行上的持续努力。公司将继 续以"科技创新、绿色出行"为核心，深化ESG实践，推动可持续发展，巩固行业领先地位。(燕云) 中证指数ESG评级目前覆盖近5000家上市公司和约2500家发债主体，仅基于公开信息进行评分，权威性 高。评级采用十档体系，从高到低依次为：AAA、AA、A、BBB、BB、B、CCC、CC、C、D，其中 AAA/AA/A代表表现优秀、风险低、具备可持续发展机会。 ...

Core Viewpoint - The rapid development of ESG (Environmental, Social, and Governance) in China highlights its increasing importance for businesses to maintain competitive advantages and achieve sustainable growth, especially under the "dual carbon" goals. Companies must balance their development with "dual carbon" practices and convert the pressures of these goals into business opportunities [2][4][10]. Group 1: Challenges for SMEs - SMEs face significant challenges in communicating with the government and understanding future development directions and policy trends, often being at a disadvantage compared to large enterprises that can hire international consulting firms for comprehensive dual carbon strategies [2][4]. - The Hong Kong Productivity Council has launched an ESG platform that allows SMEs to diagnose their positioning and weaknesses through a free questionnaire, serving as a secretariat for various government funding applications [4]. Group 2: Business Model Transformation - The balance between "dual carbon" practices and business development is seen as an opportunity to reshape business models rather than merely a cost consideration. For instance, BYD leveraged the "dual carbon" policy to become a leader in China's electric vehicle market [4][6]. - Companies should adopt strategies that align with their specific stages of development, focusing on ESG growth while balancing profitability and market expansion [6]. Group 3: ESG as a Competitive Advantage - Companies can differentiate their brands through effective ESG practices, enhancing consumer emotional connection and loyalty. A well-designed top-level strategy can lead to natural and successful outcomes [9]. - The implementation of ESG initiatives can drive cost reduction and efficiency improvements, as demonstrated by companies like Betaini, which utilized solar power and energy-saving technologies to enhance operational quality [9][10]. Group 4: ESG Investment Perspective - Companies should view ESG not as a compliance cost but as a core competitive investment for the future. This perspective allows them to transform ESG from a cost item into a revenue-generating aspect by aligning with consumer values, particularly among younger generations [10][12]. - Effective ESG management can mitigate future costs related to environmental compliance and supply chain disruptions, thus serving as a risk management tool [12]. Group 5: Identifying "Greenwashing" - There is a need for companies, especially SMEs, to focus on genuine capability building rather than superficial efforts in ESG. Establishing a Chief Sustainability Officer (CSO) can help ensure accountability and effective implementation of ESG strategies [13]. - Common forms of "greenwashing" include selective disclosure and setting vague long-term goals without clear implementation paths [13][14]. Group 6: Regional ESG Development - The Greater Bay Area's production-focused enterprises can benefit from enhanced cooperation to accelerate their "dual carbon" processes, with the Hong Kong government supporting mainland enterprises in carbon accounting services [17]. - A robust ESG system and certification can serve as a "hard currency" in procurement, supply chains, and capital markets, establishing a unified trust metric that reduces communication and verification costs [17][18].