Core Viewpoint - Satellite Chemical, a leader in the light hydrocarbon industry, reported strong financial performance in the first half of 2025, achieving a revenue of 23.46 billion yuan, a year-on-year increase of 20.93%, and a net profit of 2.744 billion yuan, up 33.44% [1] Group 1: Financial Performance - The company achieved a revenue of 23.46 billion yuan in H1 2025, reflecting a 20.93% year-on-year growth [1] - Net profit for the same period reached 2.744 billion yuan, marking a 33.44% increase compared to the previous year [1] Group 2: Research and Development - Satellite Chemical applied for 122 patents and received 57 patents during the reporting period, with R&D expenses amounting to 770 million yuan [2] - The company is focusing on high-end materials and core technology breakthroughs, aiming to enhance its innovation capabilities [2] Group 3: Industry Challenges and Responses - The chemical industry is facing dual pressures of high costs and weak demand due to global trade frictions and uncertainty in the economic environment [1] - Despite these challenges, the company has demonstrated resilience and profitability by enhancing organizational capabilities and adjusting strategies [1] Group 4: Product and Supply Chain Development - The company is advancing its product structure and enhancing its integrated production and sales capabilities, focusing on functional chemicals [3] - In the C2 segment, the company has established significant production capacities for various chemical products, leading in market share for ethanolamine and polyether monomers [3] Group 5: Digital Transformation and Smart Manufacturing - Satellite Chemical is driving digital transformation in the chemical industry through the "Xingyun" industrial internet platform, integrating core operational processes [5] - The company has achieved significant milestones in smart manufacturing, with its intelligent factories recognized at the provincial level [6] Group 6: ESG and Sustainability Initiatives - The company is committed to green and low-carbon development, achieving substantial progress in building a circular economy within its operations [7] - Satellite Chemical has received multiple recognitions for its green initiatives, including national-level certifications for its manufacturing practices [7] Group 7: Social Responsibility - The company has actively engaged in social responsibility initiatives, conducting 48 volunteer activities and donating to disaster relief efforts [8] - Satellite Chemical emphasizes its commitment to societal contributions while pursuing its strategic goals in the chemical industry [8]

2025 年 8 月 11 日 总量研究 周期主题基金表现占优，被动资金加仓金融地产、周期 ETF ——基金市场与 ESG 产品周报 20250811 要点 市场表现综述：大类资产方面，本周（下文如无特殊说明，本周均指代 2025.8.4-2025.8.8）国内权益市场指数集体上涨，原油价格大跌。行业方 面，本周各申万一级行业多数上涨，国防军工、有色金属、机械设备行业涨 幅居前，医药生物、计算机、商贸零售行业跌幅居前。基金市场方面，本周 权益市场表现较好，各类基金净值均呈现上涨，偏股混合型基金涨幅为 1.73%。 基金产品发行情况：本周国内新基市场热度较高，新成立基金 34 只，合计 发行份额为 397.4 亿份。其中债券型基金 11 只、股票型基金 13 只、混合型 基金 7 只、FOF 基金 3 只。全市场新发行基金 38 只，从类型来看，股票型 基金 19 只、混合型基金 9 只、债券型基金 8 只、FOF 基金 2 只。 基金产品表现跟踪：行业主题基金方面，近期各板块基金轮动表现，本周除 医药主题外，其余各主题基金均呈现上涨，周期主题基金表现占优，净值上 涨 4.42%。截至 2025 年 8 月 8 ...

Core Insights - The company, 万物新生 (RERE), experienced a stock price increase of 2.22%, reaching $3.68 per share with a total market capitalization of $809 million as of August 11 [1] - Financial data indicates that for the fiscal year ending March 31, 2025, the company reported total revenue of 4.653 billion RMB, reflecting a year-on-year growth of 27.45%, and a net profit attributable to shareholders of 42.8 million RMB, which is a significant increase of 146.09% [1] - The company is set to release its fiscal year 2025 mid-term report on August 20, prior to the market opening in the Eastern Time Zone [1] Company Overview - 万物新生 is a Cayman Islands-registered holding company primarily operating through its domestic subsidiary, 上海万物新生环保科技集团有限公司 [1] - Established in 2011, the company positions itself as a "Internet + Environmental Protection" circular economy enterprise [1] - The company operates four main business lines: 爱回收, 拍机堂, 拍拍, and overseas business AHS Device, with a mission to maximize the utility of idle resources and integrate social responsibility into its business practices [1]

图：海南航 空2024年可持续发展报告 【编者按：ESG年报解读是搜狐财经及价值公司100联合发起的针对各公司ESG报告披露情况的解读专栏。参考上交所 《上市公司治理准则》、港交所《环境、社会及管治守则》等文件，迭代完善各行业ESG星级测评体系标准，并以最 新标准为依托，以2024年公司ESG报告为主要数据来源，对公司2024年环境资源、社会责任及公司管治进行评价】 ——本文为"海南航空" 出品 | 搜狐财经 研究员 | 王晓潇 多次延期回复交易所问询 8月7日，海航再次公告延期回复上交所关于重大资产收购的问询函。在此之前，海航已分别于7月3日、10日、17日、 24日及31日五次申请延期回复。此次引发监管问询的源头是海航6月发布的一份重大资产购买草案。 | 公告标题 | 公告时间 = | | --- | --- | | 海航控股：海航控股:关于再次延期回复上海证券交易所《关于对海南航空控股股份有限公司重大资产购买草案的问间函》的公告 | 2025-08-07 | | 海航控股：海航控股:关于再次延期回复上海证券交易所《关于对海南航空控股股份有限公司重大资产购买草案的问间函》的公告 | 2025-07-31 ...

Core Insights - Wind's latest ESG rating results show that Shanghai Shengjian Technology Co., Ltd. (referred to as "Shengjian Technology") achieved an ESG composite score of 8.90 out of 10, improving its rating from BB to AA, placing it among the industry leaders [2] - In the recent ESG rating results published by Shanghai Huazheng Index Information Service Co., Ltd. (referred to as "Huazheng"), Shengjian Technology made a significant leap from a CCC rating to AA [2] - Shengjian Technology released its first ESG report on April 24, 2025, showcasing its ESG management achievements and sustainable development path, which was selected as one of the "Top 100 Outstanding ESG Reports of A-share Listed Companies in 2025" by Huazheng [2] - The dual AA rating certification from Huazheng and Wind signifies high recognition of Shengjian Technology's excellent practices in the ESG field [2] - Company representatives stated that they will continue to align their development strategy with clear ESG goals and enhance their ESG governance framework to promote business growth and governance improvement, aiming to become a global leader in green technology [2]

ESG 管理制度 天虹数科商业股份有限公司 ESG 管理制度 （2025 年修订） 第一章 总则 第一条 为进一步加强天虹数科商业股份有限公司（以下简称"公司"）社会 责任管理，推动经济社会和环境的可持续发展，积极履行ESG（环境、社会和公 司治理）职责，根据《中华人民共和国公司法》、 《上市公司治理准则》、 《企业内 部控制基本规范》、《深圳证券交易所上市公司自律监管指引第1号—主板上市公 司规范运作》等有关法律法规、规范性文件及《天虹数科商业股份有限公司公司 章程》 （以下简称"《公司章程》"的相关规定，结合公司实际情况，制定本制度。 第三条 本制度所称利益相关方，是指其利益可能受到公司决策或经营活动 影响的组织或个人，包括股东（投资者）、债权人、职工、合作伙伴、客户、供 应商、社区组织和相关政府部门等。 第四条 本制度适用于公司及纳入公司合并报表范围内的全资、控股子公司 （以下简称"子公司"）。 第五条 公司应当按照本制度的要求，积极履行ESG职责，不定期评估公司 ESG职责的履行情况，自愿披露公司ESG报告。 第二章 ESG职责理念与原则 ESG 管理制度 第六条 公司始终坚持把社会效益摆在首位，积极 ...

董事会战略与 ESG 委员会工作细则 天虹数科商业股份有限公司 董事会战略与ESG委员会工作细则 （2025 年修订） 第一章 总则 第三章 职责权限 第一条 为进一步完善天虹数科商业股份有限公司（以下简称"公司"）治理 机制，适应公司战略发展需要，健全战略规划的决策程序，提升公司环境、社会 及公司治理（ESG）管理水平，促进公司可持续的高质量发展，根据《中华人民共 和国公司法》、《上市公司治理准则》、《公司章程》及其他有关规定，公司董 事会下设战略与ESG委员会，并制订本细则。 第二条 战略与ESG委员会是董事会设立的专门工作机构，依照《公司章程》 和董事会授权履行职责，战略与ESG委员会的提案按要求提交董事会审议决定。 第三条 公司资本运营部负责战略与ESG委员会日常工作联络、会议组织及委 员会决策前的各项准备工作。 第二章 人员组成 第四条 战略与ESG委员会委员由五名董事组成。 第五条 战略与ESG委员会委员由董事长、副董事长或者全体董事的三分之一 以上提名，并由董事会选举产生。 第六条 战略与ESG委员会设主任委员（召集人）和副主任委员各一名，并由 董事会选举产生。 第七条 战略与ESG委员会委员任 ...

Group 1 - The third "Vibrant ESG" Innovation Forum is set to open on August 16, 2025, in Shanghai, focusing on ESG practices and trends in the industry [6] - The China Securities Association has released the 2025 cash dividend ranking for listed companies, with a total cash dividend of 2.4 trillion yuan for 2024, marking a 9% increase from 2023 [7] - The Ministry of Finance has allocated 1.015 billion yuan for agricultural disaster relief and water conservancy disaster funds to support affected areas in response to floods and droughts [8] Group 2 - Beijing insurance institutions have received over 5,000 claims related to severe rainstorms, with estimated losses of approximately 154.65 million yuan [9][10] - Research indicates that agricultural practices can achieve a 15% reduction in methane emissions without compromising production, emphasizing the importance of technological innovation [11] - Ingka Group has made its first circular economy investment in China, focusing on high-quality recycling of plastic waste through a partnership with Shanghai Ruimo Environmental New Materials Co., Ltd [12]

近日，资深媒体人、阳光媒体集团董事长杨澜担任第三届21世纪"活力·ESG"形象大使，并为论坛送上 祝福。杨澜表示，可持续发展的核心是"以人为本"，而ESG理念恰恰为这种全面发展提供了清晰的路 径。 ESG早已不是企业锦上添花的加分项，而是决定生存权的必答题。性别平等、多元包容亦是ESG理念中 社会责任的重要内涵，社会公众人物也已意识到环境保护、社会责任的重要性。 0:00 21世纪经济报道记者卢陶然、李德尚玉 北京报道 8月16日，由南方财经全媒体集团指导、21世纪经济报道联合东方证券主办的第三届21世纪"活力 ·ESG"创新论坛即将在上海浦东开幕。站在"十四五"收官与"十五五"谋篇的历史交汇点，本届论坛以"智 启新程，共筑未来"为主题，聚焦绿色转型与高质量发展。 杨澜曾在2023年担任21世纪"活力·ESG"论坛社会责任大使，至今深耕女性赋能领域十余年，在提升女 性精神追求、推动女性领导力、鼓励绽放"她"力量方面作出了突出的社会贡献。 加快全面绿色转型！第三届21世纪"活力·ESG"创新论坛邀你来，共议高质量发展蓝图（点击报名参 会）。 ...

Group 1 - The third "Vibrant ESG" Innovation Forum will be held on August 16, 2025, in Shanghai, focusing on ESG practices and trends [4] - The forum will feature policy participants, leading enterprises, and experts discussing digital transformation in traditional energy and green transitions in supply chains [4] Group 2 - The China Listed Companies Association announced the 2025 cash dividend ranking, with total cash dividends reaching 2.4 trillion yuan in 2024, a 9% increase from 2023 [5] - The top five companies by cash dividend total are Industrial and Commercial Bank of China, China Construction Bank, China National Petroleum Corporation, Agricultural Bank of China, and Bank of China [5] Group 3 - The Ministry of Finance allocated 1.015 billion yuan for agricultural disaster relief and water conservancy, supporting areas affected by floods and droughts [6] - The funding will assist in crop replanting, agricultural facility repairs, and drought relief measures in various provinces [6] Group 4 - Insurance institutions in Beijing have received over 5,000 claims related to severe rainstorms, with estimated losses of approximately 154.65 million yuan [7][8] - The majority of claims are from vehicle insurance, followed by agricultural insurance and property insurance [8] Group 5 - Research from the Chinese Academy of Agricultural Sciences indicates that technology innovation is crucial for achieving a 15% reduction in methane emissions from agriculture while maintaining high production [9] - The focus is on developing low-cost, easily implementable technologies that align with regional climate and soil conditions [9] Group 6 - Ingka Group has made its first circular economy investment in China by investing in Shanghai Ruimo Environmental New Materials Co., which focuses on high-quality recycling of plastic waste [10] - The investment aims to enhance the impact on the local recycling market and contribute to solving global plastic waste issues [10] Group 7 - Honor's ESG goals emphasize reducing barriers for elderly users in AI technology applications, aligning with its Alpha strategy [11] - The company is developing user-friendly AI features, such as "one-click" applications, to facilitate access for older adults [11]