文/ 中国国际经济咨询有限公司ESG研究院高级咨询顾问，国务院国资委企业社 会价值实验室专家成员 师奕 ，中国国际经济咨询有限公司ESG研究院副院长 孙 启轩 ，芝加哥大学哈里斯公共政策学院硕士研究生 孙玏 金融ESG评级体系是引导资本流向高质量、可持续发展关键领域的重要工 具，其规则长期由西方主导，严重抑制后发国家探索多元可持续发展模式 的话语空间，本文立足金融主权与ESG国际规则重构背景，剖析构建中国 特色金融ESG评级体系的战略意义，重点分析金融ESG评级在服务国家战 略、增强国际话语权方面的关键作用，并提出构建本土化指标、强化标准 输出及推进标准互认等可行路径，以期为推动金融高质量发展和建设金融 强国提供理论支撑。 增强中国特色金融ESG评级体系的国际规则话语权 中国特色金融评级体系建设，承担着引导资本流向国家战略领域、服务实体经济、防范金融风险、深化 金融改革和维护金融主权的重要使命。ESG评级作为金融评级体系的重要组成部分，能够发挥"以评促 披、以评促管、以评促投"功能作用，实现对关键领域和可持续金融领域战略资源配置的精准引导，紧 跟"乡村振兴""绿色低碳""科技创新""一带一路"等中国特色战略关 ...

Core Insights - China's nickel imports surged significantly, with an average of 516 tons of pure nickel arriving daily in the first five months of 2025, marking a 100.6% year-on-year increase and reaching a six-year high of 77,654 tons [1] - Global nickel prices have plummeted, with the London Metal Exchange price dropping to below $17,000 per ton, a 40% decline from the 2023 peak, attributed to Indonesia's massive production increase [2] - Indonesia's strategic missteps in nickel production have led to a price collapse, as the country lacks core technology despite holding significant reserves [2][5] - China's strategic reserve accumulation is evident, as its nickel consumption growth of 4.9% contrasts sharply with a tenfold increase in imports, indicating a focus on national strategic reserves [2] Industry Developments - Indonesia's nickel production is projected to exceed 2.3 million tons in 2025, capturing 63% of global supply, which has contributed to the price drop [2] - The U.S. Department of Defense has acknowledged the growing capabilities of the Chinese military, with nickel reserves being crucial for military applications, including shipbuilding and missile production [5] - China's response to Indonesia's attempts to pivot towards the U.S. included imposing a 43% tariff on Indonesian stainless steel, which significantly impacts Indonesia's economy [7] - China's resource strategy extends beyond nickel, with investments in cobalt and lithium, and the establishment of supply chains through initiatives like the Belt and Road [9][12] Strategic Implications - The rapid accumulation of nickel reserves by China is part of a broader strategy to secure critical resources, as evidenced by the construction of underground storage facilities [12] - The geopolitical landscape is shifting, with China leveraging its resource capabilities while Western nations scramble to localize their supply chains [10] - Historical lessons from past resource crises are influencing current strategies, as China aims to avoid reliance on foreign supplies by building a robust domestic resource base [12]

当前，高海鑫已接任公司法定代表人，这一安排被部分市场观点解读为推进 "去家族化" 的信号。 作者｜柯柏妮 康缘药业董事长肖伟的提前离任引发行业广泛关注。作为执掌企业近 25 年的核心管理者，其在公司业绩承压阶段的职务变动，使市场对企业后续发展态 势保持高度关注。这家曾在中药领域具有显著竞争力的企业，当前正面临多重挑战。 肖伟提前离任引关注 肖伟的离任日期为今年6月20日，其原定任期至2026年6月25日届满。 对于此次提前离任，公司公告称系"个人原因"，据内部信息显示年龄因素为重要考量，且肖伟后续将聚焦于公司战略规划、研发体系建设及接班人梯队培 养工作。 （转自：明见局） 从政策环境来看，2017年版国家医保药品目录对中药注射剂使用范围作出严格限定，热毒宁注射液被纳入 "限二级及以上医疗机构重症患者使用" 范围， 此后该产品销量呈现明显下滑趋势。 2023 年起，国家医保局深化"腾笼换鸟"机制，中药注射剂被纳入重点监控范畴，行业面临用药安全性方面的广泛讨论。 尽管热毒宁注射液未进入国家集中采购范围，但在地方集采（如江苏省）中价格降幅显著，2024年平均降价幅度达30%，直接影响产品利润空间。 银杏二萜内酯葡胺 ...

Core Viewpoint - The article highlights a historical photograph from 1944 featuring members of the Eighth Route Army, emphasizing the personal and familial sacrifices made during the war, symbolized by the "family tree" that represents both home and nation [1][2]. Group 1 - The photograph captures a moment of unity among family members who served in the Eighth Route Army, showcasing their collective commitment to the anti-Japanese war effort [1]. - Wang Zhengnan, a key figure in the photograph, transitioned from a Nationalist officer to a leader in the Eighth Route Army, illustrating the personal journey of many who fought for their country [1]. - The photograph serves as a poignant reminder of the sacrifices made during dark times, with the family embodying the spirit of resilience and hope for a better future [2]. Group 2 - The "jujube tree" in the photograph symbolizes the connection between family and nation, reinforcing the idea that home is the soul of the country, and the country is the root of the home [2]. - The act of preserving and donating the photograph to the China Anti-Japanese War Memorial Museum signifies the importance of remembering and honoring the sacrifices of past generations [1].

Core Viewpoint - Guoxing Optoelectronics plans to raise no more than 981 million yuan through a targeted issuance to enhance its capabilities in emerging fields such as Mini/Micro LED technology [1][2] Group 1: Fundraising and Investment Focus - The company aims to raise funds from no more than 35 specific investors, including its controlling shareholder, Foshan Electric Lighting [1] - The raised capital will be directed towards five core areas: ultra-high-definition display, optoelectronic sensing, smart home, intelligent automotive applications, and research laboratories [1] Group 2: Strategic Development Areas - In the ultra-high-definition display sector, the company will focus on building production lines for Mini/Micro LED and display module products to seize opportunities in next-generation display technology [1] - The optoelectronic sensing segment will advance the industrialization of smart health devices, expanding into the medical health market [1] - The smart home business will enhance production capacity for display and Mini backlight modules, while the intelligent automotive sector will focus on automotive smart applications [1] - The company will also invest in high-level research laboratories to strengthen its technological reserves in third-generation semiconductors and Mini/Micro LED display devices [1] Group 3: Industry Context and Market Potential - The LED industry is experiencing a new development opportunity period due to increased national policy support, with significant market potential in niche areas such as small-pitch LED, optoelectronic devices, and smart electronic terminals [1] - Guoxing Optoelectronics aims to optimize its product structure and allocate resources towards high-growth areas to enhance overall profitability [1] - The company emphasizes forward-looking technology layout to address market competition and technological changes in the rapidly evolving LED industry [1][2]

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冯小明表示，如果要从事科学研究，或为推动社会发展做贡 献，最关键的还是要保持好奇心和探索欲，这样做事才会有激 情。 作者：张铃 封图：未来论坛 "国家应该在政策制定时改变管理模式，让一批优秀科学家能沉得下心来。现在，已经有一些部门 在这样做。"7月8日，在未来科学大奖十周年庆典期间，中国科学院院士、四川大学教授、2018未 来科学大奖获奖者冯小明接受了经济观察报的采访。冯小明谈到甘坐"冷板凳"和科学家精神，也谈 到催化剂研究对制药行业的重要意义。 冯小明是著名有机化学家，主要从事不对称合成方法学及手性药物和生物活性化合物的合成研究。 以他的名字命名的化学反应"Roskamp–Feng反应"，是首个中国科学家在中国本土所做的工作被国 际人名反应专著冠以中国人名的有机化学反应，这一研究工作纠正了国际上通用有机化学教材对该 反应获得光学纯产物的片面描述。 以下是经济观察报与冯小明的对话： 经济观察报 ：你 所理解的科学家精神是什么？ 冯小明： 首先是要有家国情怀，爱祖国、爱民族；第二是学术道德和学术规范要好；第三是要有 奉献精神；第四是要有对年轻人的提携和培养。 经济观察报：对于年轻科研工作者，你有什么在保持创新方 ...

教育部思想政治工作司党建统战处处长林成涛指出，加强和改进高校基层党建工作，一是要提高政治站 位，准确把握教育强国建设对高校党建工作提出的新任务新要求，以教育强国的战略目标牵引本单位重 大任务的推进。二是要把握重点环节，持续推进党建和业务深度融合，引领保障事业高质量发展。三是 要积极开展党建示范创建和质量创优，以扎实行动落实高校党建"一融双高"。 当前，高校党建与高等教育事业发展深度融合(下称"一融双高")成为新时代高校党建和高等教育改革核 心命题。在中央财经大学近日举办的第二期"书记工作坊"暨"新时代高校党建'一融双高'的实践与创 新"论坛上，与会专家强调，"一融双高"是新时代高校党建工作的必由之路，也是推动高等教育深化改 革的关键所在。 中央财经大学党委书记吴国生指出，一是要构建高校落实党的全面领导的战略支撑，抓牢党对学校全面 领导的职能配置与体制机制建设，以构建自强卓越的高等教育体系为牵引，加强党委对改革发展重大事 项的谋划部署，把党建工作的成效落实到提高办学育人水平。二是要激活全面深化教育综合改革的核心 动能，以教育家精神引领高素质教师队伍建设，探索形成有特色、高水平的拔尖创新人才自主培养体 系。三是要 ...

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