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医药业ESG披露率五连增 推进“三废”治理向绿而行
Chang Jiang Shang Bao· 2025-12-30 23:19
医药行业作为守护生命健康的核心力量、支撑国民经济的重要支柱,既承载着 "健康中国" 的时代使 命,更肩负着人与自然和谐共生的生态担当。2025 年,当ESG理念从行业共识深化为发展基因,中国 医药上市公司正以ESG为笔,书写着 "医济民生、绿润未来"的高质量发展答卷。 长江商报消息 以仁心铸良药,以责任赴征程。 长江商报资本战略研究院发现,2024年,495家医药生物行业上市公司披露ESG报告,披露率43.26%。 据悉,2019年至2023年,A股医药生物行业上市公司的ESG报告披露率分别为23.66%、24.11%、 29.67%、32.91%、39.19%,呈现逐年上涨趋势。 从地域分布来看,经济发达地区在ESG治理上表现出明显优势。北京、上海、广东等地的医药企业,其 ESG表现普遍优于广西、山西等经济欠发达地区的企业。 这种现象背后是经济发达地区对ESG理念的更早接受、更严格的监管环境以及更丰富的专业资源。这些 地区的企业往往能获得更多的投资关注,从而更有动力提升ESG表现。 值得关注的是,医药行业上市公司的ESG实践水平整体较好,评级结果整体呈现正态分布,多数上市公 司的评级结果集中在中间的等级BB ...
【金工】国防军工主题基金净值显著上涨,大盘宽基ETF资金大幅净流入——基金市场与ESG产品周报20251230(祁嫣然/马元心)
光大证券研究· 2025-12-30 23:05
Market Performance Overview - The equity market indices collectively rose during the week of December 22-26, 2025, with the CSI 500 increasing by 4.03%. The sectors that performed well included non-ferrous metals, defense and military industry, and electric equipment, while beauty care, social services, and banking sectors saw declines [4]. Fund Product Issuance - A total of 65 new funds were established in the domestic market this week, with a combined issuance of 27.894 billion units. This included 19 bond funds, 18 stock funds, 18 mixed funds, 6 FOF funds, 1 REIT, and 3 money market funds. Overall, 23 new funds were issued across various types, including 8 mixed funds, 8 stock funds, 5 bond funds, 1 FOF fund, and 1 REIT [5]. Fund Product Performance Tracking - The defense and military theme funds saw a significant increase in net value this week, while the medical and consumer theme funds experienced a pullback. As of December 26, 2025, the net value changes for various thematic funds were as follows: defense and military (6.62%), new energy (6.34%), TMT (4.15%), industry balanced (3.08%), industry rotation (2.63%), cyclical (2.63%), financial real estate (0.14%), consumer (-0.21%), and medical (-0.81%) [6]. ETF Market Tracking - Stock ETFs continued to see significant inflows, with a net inflow of 36.341 billion yuan. The median return for stock ETFs was 2.74%. In contrast, Hong Kong stock ETFs had a median return of -0.09% with a net inflow of 1.612 billion yuan. Cross-border ETFs had a median return of 0.90% and a net inflow of 0.655 billion yuan. Commodity ETFs had a median return of 3.59% with a net inflow of 2.129 billion yuan. Notably, the broad market theme ETFs saw a total inflow of 43.784 billion yuan, while the medical theme ETFs had a net inflow of 0.403 billion yuan [7]. ESG Financial Product Tracking - This week, 31 new green bonds were issued, totaling an issuance scale of 22.114 billion yuan. The domestic green bond market has steadily developed, with a cumulative issuance scale of 5.17 trillion yuan and a total of 4,458 bonds issued as of December 26, 2025. The domestic fund market currently has 211 ESG funds with a total scale of 153.222 billion yuan. The median net value changes for various ESG fund types this week were 4.12% for active equity, 2.50% for passive stock index, and 0.06% for bond ESG funds, with themes like carbon neutrality, green energy, and environmental protection performing well [8].
破解“内陆困局” 构筑“价值高地”——“十四五”期间重庆辖区上市公司蝶变观察
Shang Hai Zheng Quan Bao· 2025-12-30 19:19
"十四五"期间,重庆证监局深入贯彻落实党中央相关决策部署,坚持服务实体经济、防范金融风险、深 化改革开放,推动辖区上市公司实现数量与质量"双提升",为重庆经济社会高质量发展注入强劲动能。 随着新质生产力成为区域发展的核心抓手,各地正加速抢占这一战略高地。重庆这座内陆山城正以资本 为杠杆,撬动一场静水深流的结构性革命。截至2025年9月末,重庆辖区境内上市公司达78家,较2021 年初的58家净增20家,覆盖上交所主板、科创板,深交所主板、创业板及北交所各板块。上市公司总市 值突破1.25万亿元,较2020年末增长28.87%。更值得关注的是,营收总额、研发投入、税收贡献等核心 指标均实现跨越式提升:研发投入五年间激增127.45%,有效专利数增长133.93%,税收贡献达495.82亿 元,带动就业36.31万人。 这份成绩的背后,不仅是重庆资本市场从规模追赶到质量突围的深层跃迁,更是中国西部在新发展格局 下,以资本为纽带重构创新生态、破解发展瓶颈的生动实践。近日,上海证券报记者深入多家代表性企 业,探寻重庆上市公司在国家战略引领下,以创新驱动与绿色转型书写新时代的高质量发展答卷。 制度创新破解"内陆困局" ...
3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026
ZACKS· 2025-12-30 18:50
Core Insights - ESG investing evaluates enterprises based on financial performance and their impact on stakeholders, including environmental and social factors [1][2] - The importance of ESG is rising due to increased awareness of environmental damage and social rights, leading companies to adopt responsible practices [2] Group 1: Company Initiatives - NVIDIA achieved 100% renewable electricity for its global offices and data centers in fiscal 2025 and aims to reduce direct emissions by 50% by 2030 [6][8] - IDEXX Laboratories targets 100% renewable electricity by 2030 and has signed virtual power purchase agreements to add clean electricity to energy grids [11] - Microsoft plans to be carbon negative, water positive, and zero waste by 2030, having contracted nearly 22 million metric tons of carbon removals in fiscal 2024 [14][15] Group 2: Performance Metrics - NVIDIA shares appreciated 36.9% over the trailing 12-month period, with a consensus estimate for fiscal 2026 earnings at $4.66 per share, indicating 55.9% growth from fiscal 2025 [10] - IDEXX shares surged 66% in the trailing 12-month period, with a steady consensus estimate for 2026 earnings at $14.42 per share, reflecting 11.7% growth from 2025 [13] - Microsoft shares returned 14.7% in a year, with a consensus estimate for fiscal 2026 earnings at $15.61 per share, indicating 14.4% growth from fiscal 2025 [16] Group 3: Social Responsibility - NVIDIA's workforce diversity includes 21% female employees and 6% from Black or African American and Hispanic or Latino backgrounds [9] - IDEXX supports underserved communities, providing access to veterinary care for approximately 79,000 animals annually and offering significant training for veterinary professionals [12]
驰宏锌锗董事会通过系列议案 涉2026经营计划及乌蒙矿业控股事项
Xin Lang Cai Jing· 2025-12-30 12:00
2025年12月30日,云南驰宏锌锗股份有限公司(证券代码:600497,证券简称:驰宏锌锗)发布第八届 董事会第二十七次会议决议公告,宣布公司董事会审议通过包括2026年度生产经营计划、日常关联交易 预计及控股赫章县乌蒙矿业有限责任公司等多项重要议案,为公司未来发展战略落地奠定基础。 董事会会议召开情况 本次董事会会议于2025年12月30日以现场结合通讯方式在曲靖召开,会议应出席董事10人,实际出席董 事10人,其中现场出席4人,通讯方式出席6人。会议由董事长杨美彦先生召集并主持,部分高级管理人 员列席会议。会议召集和召开程序符合《公司法》《证券法》及《公司章程》等相关规定。 重点议案审议结果 会议逐项审议并通过了以下关键议案: 2026年度生产经营计划及ESG工作计划 董事会审议通过《关于审议公司2026年度生产经营计划暨职业健康安全环保工作计划的议案》,表决结 果为10票同意、0票反对、0票弃权。该议案已事先经公司董事会战略与可持续发展(ESG)委员会2025 年第三次会议审议通过,体现了公司在经营发展与环境、社会及治理责任方面的统筹规划。 2026年度日常关联交易预计 会议审议通过《关于审议预计公司 ...
《洞见ESG》12月刊:中央定调“能源强国”
21世纪经济报道· 2025-12-30 11:34
Core Insights - The article emphasizes the importance of establishing a "strong energy nation" as part of China's dual carbon goals, focusing on energy security and transition [4] - It highlights the launch of 52 national zero-carbon parks, which aim to significantly reduce carbon emissions, setting a standard of near-zero emissions rather than complete elimination [3][5] - The introduction of mandatory ESG disclosure guidelines marks a significant step towards a unified sustainable disclosure framework in China [3] Policy Updates - The central economic work conference prioritizes the dual carbon goals and plans to develop a top-level framework for building a strong energy nation [4] - The goal for new energy installations is set to exceed 200 million kilowatts by next year, with a target of 25% non-fossil energy consumption by 2030 [4] - The construction of national zero-carbon parks is driven by strict energy structure and green electricity ratio requirements, fostering investment and development [5] Industry Insights - The demand for green certificates is rising due to policy support and corporate commitments, although the full potential for consumption remains untapped [5] - The A-share market is preparing for its first ESG disclosure evaluation in 2026, with 471 listed companies expected to participate [5][6] - The ecological environment ministry is pushing for pollution control in nearly 10,000 enterprise sites, ensuring safe land use for key projects [6] Environmental Initiatives - China aims to achieve a total installed capacity of 15 million kilowatts for solar thermal power by 2030, with costs comparable to coal power [4] - The country is also focusing on solid waste management, aiming to curb the growth of solid waste by implementing a comprehensive governance system [4] - The development of mixed financing models is crucial for climate adaptation projects, which are often less profitable and require public financial support [9] Technological Advancements - Innovations in energy storage, such as lithium-ion capacitors, are being developed to enhance power system reliability and support various applications [8] - The transition from traditional data centers to AI-driven data centers is expected to increase the demand for green electricity and energy storage systems [10] - The article discusses the potential of carbon capture technologies to convert CO2 emissions into usable materials, indicating a shift towards sustainable practices in various industries [10]
山煤国际:公司管理层高度重视ESG工作
Zheng Quan Ri Bao Wang· 2025-12-30 11:13
Core Viewpoint - The company emphasizes its commitment to ESG (Environmental, Social, and Governance) practices while managing its production and operations, aiming for high-quality and sustainable development [1] Group 1 - The management of the company places high importance on ESG initiatives [1] - The company is actively fulfilling its corporate responsibilities in environmental protection, social responsibility, and corporate governance [1] - The company plans to continuously improve its internal control governance system and enhance its ESG management framework [1]
轮胎公司投数亿,收获新成就
Xin Lang Cai Jing· 2025-12-30 11:04
12月26日,第三届中国品牌形象海外传播论坛,在北京人民日报社举行。 论坛同期,发布"2025中国企业ESG蓝皮书",以及"中国企业ESG100指数名单"。 三角轮胎凭借突出的实践经验,入选"2025中国企业ESG蓝皮书案例"。 其研发的绿色轮胎,可降低车辆油耗3-5%。 同时,三角轮胎建立了废旧轮胎回收体系,资源综合利用率达到行业先进水平。 在社会责任方面,三角轮胎建立了完善的员工职业发展体系,以及安全生产保障机制。 该公司积极投身扶贫助学、社区建设等公益领域,累计投入数千万元。 12月26日,第三届中国品牌形象海外传播论坛,在北京人民日报社举行。 论坛同期,发布"2025中国企业ESG蓝皮书",以及"中国企业ESG100指数名单"。 三角轮胎凭借突出的实践经验,入选"2025中国企业ESG蓝皮书案例"。 该公司同时入选"2025中国企业ESG100指数名单"。 据了解,作为行业领军企业,三角轮胎始终将可持续发展作为核心战略。 在环境保护方面,该公司投入数亿元进行环保设施升级,实现生产过程节能减排。 该公司同时入选"2025中国企业ESG100指数名单"。 据了解,作为行业领军企业,三角轮胎始终将可持续发展 ...
绿水青山新答卷:安徽林业绘就生态发展新图景
Xin Lang Cai Jing· 2025-12-30 10:51
"森林防火智能化、病虫害防治精准化、资源保护数字化",安徽林业以科技为刃,破解生态保护难题, 培育林业发展新质生产力。在森林防火领域,全国首个森林防火网格化管理试点省落地安徽,创新构 建"林长制+网格化+人工智能+低空经济"模式,形成管住火、预测火、发现火、灭小火、防大火 的"五火共治"新格局,该模式已在全国推广。"十四五"期间,全省实现较大及以上森林火灾零发生,为 绿水青山筑牢"防火墙"。 面对松材线虫病这一"松树癌症",安徽打破行业壁垒,以跨界思维运用转录组学、基因组学、蛋白组学 等前沿技术,实施防治"揭榜挂帅"工程。经过持续攻坚,黄山风景区及毗邻"八镇一场"疫点全部拔除, 全省疫情发生区县、发生乡镇数量连续4年下降,降幅分别超20%、36.9%。 在生物多样性保护方面,安徽以阵地化、数字化、智能化思维筑牢生态屏障,强化多源异构数据实时融 合和 AI 分析,在全国率先实现8个国家级自然保护区、29个国家湿地公园实时动态监测。目前,全省 国家重点保护陆生野生动物物种数保护率超95%,巢湖十八联圩湿地修复项目入选"联合国生态系统恢 复十年"优秀案例,成为向世界展示中国生态修复成果的重要窗口。 价值转化拓路径 ...
东方证券联合深交所、中证投服中心走进上市公司中颖电子开展“踔厉奋发新征程 投教服务再出发”主题活动
Jin Rong Jie· 2025-12-30 10:11
随后的投资者互动交流环节中,中颖电子董事长宋永皓、董事会秘书潘一德与投资者们进行了深入而坦诚的对话,直面市场关切,分享公司战略规划与未来 发展方向。 2025年12月2日,"踔厉奋发新征程 投教服务再出发"东方证券走进上市公司中颖电子(股票代码:300327)活动在上海顺利举行。此次活动由深圳证券交易 所、中证中小投资者服务中心、中证指数有限公司、上海市证券同业公会指导,东方证券、东方证券投资者教育基地主办,中颖电子、全景投资者教育上海 基地协办,吸引了众多投资者及市场关注。 中颖电子成立于1994年,2012年在深交所创业板上市,总部位于上海,在西安、合肥、深圳、香港设有分子公司。公司采用Fabless商业模式,主营工控级微 控制芯片(MCU)、锂电池管理芯片(BMIC)和显示屏驱动芯片(AMOLED)三大产品线。 具体来看,MCU产品广泛应用于家电领域,包括大家电如冰箱、空调、洗衣机,以及小家电如电饭煲、电吹风等;BMIC产品在消费端主要用于手机、笔记 本电脑及智能穿戴领域的锂电池计量与保护,在动力端则应用于电动工具和电动自行车;AMOLED显示屏驱动芯片主要用于智能手机、移动穿戴和智能家 电屏幕的显示驱 ...