2月3日金融一线消息，由新浪财经主办的"2025新浪金麒麟保险行业评选"结果今日正式揭晓！中国人寿 寿险获评"年度卓越ESG实践奖"。 2月3日金融一线消息，由新浪财经主办的"2025新浪金麒麟保险行业评选"结果今日正式揭晓！中国人寿 寿险获评"年度卓越ESG实践奖"。 本次评选活动从多领域、多视角对保险机构各方面进行了综合评估，最终评选出多家行业佼佼者。 责任编辑：王馨茹 本次评选活动从多领域、多视角对保险机构各方面进行了综合评估，最终评选出多家行业佼佼者。 责任编辑：王馨茹 ...

作为预焙阳极龙头的索通发展，拿下最高增幅。1月27日，索通发展发布公告称，预计2025年度实 现归母净利润7.3亿元到8.5亿元，同比增长167.98%～212.03%；扣非归母净利润7.3亿元到8.5亿元，同 比增长360.63%～436.35%。 索通发展将大幅预增归因于多个方面：一是2025年度预焙阳极所处的原铝产业链展现出良好发展态 势，带动公司主产品预焙阳极价格上涨；二是公司与下游优质客户合资的新建产能释放，产销量同比增 长。2025年，山东索通创新炭材料有限公司二期34万吨预焙阳极项目、陇西索通炭材料有限公司30万吨 预焙阳极项目、湖北枝江100万吨煅后焦项目等同比新增产能稳步运行，产销量同比有较大幅度增长。 此外，国外订单有持续较大幅度的增长，数智化降本增效显著，也对盈利贡献颇大。 其他企业的业绩增幅也十分亮眼。预计2025年度，双一科技净利润超1.5亿元，同比增长80%～ 100%；通裕重工净利润超6250万元，同比增长51.05%～75.22%；金麒麟净利润1.45亿元，同比增长 58.36%；百龙创园净利润3.66亿元，同比增长48.94%；身处科创板的奥福科技，或实现扭亏为盈。 海外市场 ...

中化新网讯 1月28日，中国可持续发展工商理事会(CBCSD)在京召开2026年可持续发展CEO报告会， CBCSD会长、中国企业可持续发展指数项目组组长喻宝才发布了《2025中国企业可持续发展指数报 告》。报告指出，2025年全样本企业可持续发展水平稳中有升，但不同行业的样本企业表现差异较大， 仍有提升空间。 喻宝才表示，报告综合了近5年对企业可持续发展的评价与分析，总结了4点启示。一是我国环境、社会 和公司治理(ESG)信息披露进入规范化、系统化发展新阶段。二是可持续发展从"合规"迈向"核心竞争 力"。三是市场化与政策驱动并重，推动企业绿色转型。四是企业更加重视循环经济，终端回收的广度 与深度快速拓展。 报告共选取了1025家样本企业作为调查对象，其中能源、化工业企业占比11.5%。2025年中国企业可持 续发展指数总体评分为67.8分，较上年度增长2.8分。其中，2025年能源化工业企业可持续发展指数为 66.5，较上年增长1;可持续发展指数达到"良好"(75~100)的样本企业占比29.7%，较去年提升13.6个百分 点。但同时，能源、化工业样本企业在竞争力、环境与社会三个维度的得分与全样本平均水平仍 ...

Core Insights - The rise of no-action requests by companies to avoid shareholder resolutions indicates a growing tension between shareholder influence and corporate governance, with a 35% increase noted in the 2025 proxy season [1] - The evolution of shareholder voting systems, particularly through mechanisms like pass-through voting, is enhancing investor engagement and aligning fiduciary responsibilities with client preferences [2][6] - The shift towards passive investment products necessitates a balance between efficiency and long-term stewardship, with banks positioned to meet rising client expectations for institutional-grade service [8][9] Shareholder Voting Dynamics - The SEC's approval of no-action requests has allowed companies to sidestep many shareholder proposals, especially those related to environmental and social issues, with nearly two-thirds of such proposals being challenged successfully [1][4] - Passive managers are increasingly adopting broad "board-aligned" voting policies, which often lead to a lack of support for shareholder proposals on critical issues like climate change [4] Pass-Through Voting Mechanism - Pass-through voting allows investors to influence how fund managers vote on underlying equities, with Vanguard reporting a client participation rate in this program expected to reach 10% and eligible assets under management hitting $1 trillion [2] - LGT Wealth Management has successfully implemented pass-through voting, enabling votes on over 800 companies and diverging from delegated managers in 17.5% of cases, reflecting a commitment to more ambitious positions on key issues [6][7] Market Trends and Expectations - As the market shifts towards lower-cost, passive investment products, there is a growing expectation for high standards of fiduciary care and long-term responsibility across all investment vehicles [9] - Banks that invest in robust voting frameworks and transparent reporting can differentiate themselves in a competitive market, leveraging stewardship as a commercial advantage [10]

证券研究报告 | 金融工程 2026 年 2 月 2 日 A 股细化三大环境信披指南，国际气候行动持续分化 ——ESG 市场观察周报（20260201） 1、要闻速览：国内 ESG 信披细则落地，国际气候行动呈现分化 国内动态方面，沪深北交易所新增《第三号 污染物排放》《第四号 能源利用》 《第五号 水资源利用》三项可持续发展报告实操指南；香港金管局发布可持续金融 分类法 2A 阶段版本，新增气候转型与适应类别；国家能源局新批准成立 7 个能源 标准化技术委员会，完善绿色低碳标准体系。 国际动态方面，国际公共部门会计准则理事会（IPSASB）发布全球首项公共 部门气候相关披露标准；美国正式退出《巴黎协定》的生效程序完成；英国竞争与 市场管理局发布新指南，明确零售商需对供应链"漂绿"行为承担责任；欧洲九国 签署《汉堡宣言》联合开发北海 100 吉瓦海上风电及相关基础设施。 2、市场动向： ESG 指数表现分化，碳价与电力板块回调 本周国内代表性 ESG 主题指数分化，国内 300ESG、上证社会责任及 180 治 理指数分别上涨 0.49%、0.70%和 1.93%，而 SEEE 碳中和指数下跌 1.85%。 ...

Core Insights - MetalQuest Mining Inc. (MQM) has released its ESG/Sustainability Report for 2025, focusing on its Lac Otelnuk Iron Ore Project in Quebec [1][3] ESG Commitment - MQM's project activities have been limited to desktop studies and technical analyses, resulting in minimal emissions primarily from administrative work, which are not material to the company's environmental footprint [2] - The company emphasizes the importance of early stakeholder engagement in project development, dedicating resources to build relationships with local communities and First Nations [4][5] - The report aligns with frameworks from TCFD and SASB to ensure industry-standard transparency and accountability [8] Project Development - MQM has signed an Exploration and Pre-Development Agreement with the Naskapi Nation of Kawawachikamach, indicating a commitment to responsible project development [5] - The company has invested approximately $120 million in the Lac Otelnuk project to date and is working with AtkinsRéalis to update the 2015 Feasibility Study to align with current market and regulatory standards [11] Strategic Acquisitions - On December 3, 2025, MQM announced the acquisition of the ROF-1 Project in Ontario's Ring of Fire, which consists of 1,034 claims covering approximately 20,800 hectares [12] - The company is pursuing a multi-project strategy in the Ring of Fire, with plans for systematic exploration and environmental studies at the recently acquired Superior Iron Project [16] Shareholder Engagement - MQM holds approximately 1.8 million free trading shares and 2.5 million warrants of Canadian Copper Inc. (CCI), with CCI's shares trading at $0.61 as of January 19, 2026 [17] - The company has two NSR royalties in the Murray Brook deposit and is completing a Preliminary Economic Assessment (PEA) on the project, with results expected in the first half of 2026 [19]

Core Insights - New Age Metals Inc. (NAM) has released its ESG/Sustainability Report for the year 2024-2025, focusing on its newly acquired properties in Newfoundland and Labrador and the Alaska Genesis PGM-Cu-Ni Project [1][2] Group 1: ESG Commitment and Stakeholder Engagement - The company emphasizes the importance of engaging with key stakeholders, including First Nations and local communities, before advancing any projects [5][6] - NAM believes that long-term sustainability relies on a strong commitment to environmental, social, and governance (ESG) principles, which enhances project success and fosters meaningful partnerships [6][8] - The report aligns with frameworks from TCFD and SASB to ensure adherence to industry best practices [7] Group 2: Exploration and Project Development - Exploration activities during the reporting period were limited to reconnaissance field visits and surface sampling, with minimal fuel use and no significant water sourcing [7] - The company has completed Phase 1 and Phase 2 exploration for its Antimony-Gold division, successfully delineating multiple gold-antimony trends and planning follow-up exploration [11] - NAM has expanded its Bonanza Ridge Gold and Critical Metals Project through option agreements, adding approximately 5,216 hectares of prospective ground [12] Group 3: Strategic Acquisitions and Partnerships - On January 21, 2026, NAM announced the acquisition of the Northern Shield PGM-Copper-Nickel Project in Ontario's Ring of Fire, marking a step in its expansion strategy [11] - The company is developing its Lithium Division in partnership with Mineral Resources Ltd., focusing on hard rock lithium and rare elements [15] - NAM is actively seeking joint venture partners for its Genesis PGM-Cu-Ni Project in Alaska, with results from the Summer/Fall Program expected by year-end [18] Group 4: Research and Development Initiatives - NAM is involved in a $1.5 million NSERC Alliance grant aimed at advancing Canada's critical metals sector, particularly targeting its Bird River lithium properties [16] - The company supports a $180,000 Mitacs research grant focused on lithium pegmatite mineralization, collaborating with academic institutions to enhance exploration programs [17]

在环境责任方面，世纪华通连续两年联合ChinaJoy发起减塑倡议，设置绿色展台并设置塑料瓶回收站，2025年ChinaJoy展会期间回收空瓶53公斤。这些塑 料瓶被加工成rPET再生面料，制成环保校服捐赠给云南乡村儿童，形成"绿色倡议—回收再生—爱心传递"的闭环。 此外，世纪华通以技术筑牢未成年人保护屏障，旗下盛趣游戏通过优化防沉迷系统、完善实名认证机制、人脸识别等举措，将未成年注册用户占比降至 0.0559%的极低水平，用科技力量守护青少年健康成长。 此次获奖，不仅是对世纪华通过去一年在ESG领域实践的肯定，更是对公司未来发展的期许。世纪华通将继续以科技为纽带，深化商业价值与社会价值的 共生路径，为中国企业践行社会责任、推动可持续发展提供更多可借鉴、可复制的案例。 1月30日，由《中国经营报》主办的"长期之光复利生新——2025中国商业品牌价值创新年会"在北京举行。同期揭晓的"2025商业品牌价值创新优秀案 例"评选中，世纪华通（维权）获得"社会责任与可持续传播案例"。 本次征集聚焦品牌价值提升的创新路径，重点关注AI营销、可持续品牌、年轻化沟通、文化赋能、私域运营等前沿议题。作为一家数字科技企业，世纪 华 ...

Core Insights - The World Economic Forum in Davos highlighted a shift in discussions around AI from theoretical possibilities to practical applications, reflecting a more pragmatic approach to international cooperation with China [1][3][15] - The changing geopolitical landscape has led to a more rational perception of China, with countries previously hesitant now showing curiosity and willingness to engage with Chinese industries [3][16] Group 1: AI and Geopolitical Context - AI discussions at the forum focused on specific applications that are likely to emerge, contrasting with last year's emphasis on potential [3][15] - Geopolitical themes remain central, with discussions on how to facilitate trade and cooperation in the absence of clear rules [3][16] Group 2: China's Competitive Advantages - China's success is attributed to validated mass production capabilities and a robust quality system, rather than merely cost advantages [5][17] - The unique industrial ecosystem in China, characterized by a solid manufacturing base and efficient supply chains, creates competitive barriers that are difficult for foreign competitors to replicate [5][17][18] Group 3: Innovation and Speed - The rapid iteration and communication within China's automotive and lidar industries allow for faster progress compared to Western counterparts [6][18] - The integration of hardware and software capabilities in China fosters stronger innovation, positioning the country favorably in the global market [6][18] Group 4: International Expansion Strategies - Chinese companies like Hesai Technology are encouraged to adopt strategies of "more communication" and "ecological collaboration" to navigate international markets [7][19] - Collaborations, such as with NVIDIA, streamline processes for Chinese firms, enhancing their ability to reach global customers efficiently [8][20][21] Group 5: Long-term Strategy and Safety Standards - Safety and reliability in lidar technology are paramount, with a focus on minimizing error rates to build competitive advantages [10][22] - Continuous investment in R&D and a commitment to quality are essential for maintaining competitiveness in the face of emerging rivals [10][22] Group 6: Future of Technology - Lidar is viewed as foundational for AI applications, with expectations that autonomous technologies will proliferate across various sectors [12][25] - The evolution of robotics is anticipated, with a shift towards versatile humanoid robots capable of performing diverse tasks across industries [12][25]

Core Viewpoint - EnviroGold Global Limited has received approval from the TSX Venture Exchange to list its common shares, which will begin trading on February 4, 2026, under the ticker symbol "NVRO" [1][2]. Group 1: Listing Details - The TSXV listing is anticipated to enhance access for institutional and international investors, improve trading liquidity, and increase market visibility, aligning with the company's growth strategy [2]. - The company will voluntarily delist its shares from the Canadian Securities Exchange, with the delisting expected to be effective at the close of market on February 3, 2026 [3]. Group 2: Company Overview - EnviroGold Global is a clean-technology company focused on recovering high-value precious, base, and critical metals from mine waste and tailings through its proprietary NVRO Process™ [4]. - The company aims to provide scalable, lower-impact metal recovery solutions that complement traditional mining operations and align with global ESG frameworks and critical-minerals strategies [4].