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 ...

Core Viewpoint - Global New Materials International Holdings Limited has been recognized for its outstanding performance in globalization, sustainable development, and value creation, winning the "ESG Excellence Investment Value Listed Company Award" and its chairman receiving the "ESG Excellence Influence Business Leader Award" [1] Group 1: Awards and Recognition - The award ceremony for the 2025 Annual Listed Company Excellence ESG Value List was held in Hong Kong, co-hosted by the Global Business Alliance, Hong Kong Business Daily, and Hong Kong Economic Times [1] - The evaluation criteria for the ESG value list include six dimensions: strategic governance, environmental friendliness, social responsibility, value co-creation, innovation leadership, and sustainable development [1] - The dual awards received by Global New Materials International reflect the company's strength and high recognition in the capital market, highlighting its benchmark position in the sustainable development of the new materials industry [1] Group 2: Financial Performance - Global New Materials International has maintained a high-quality growth trajectory, with a compound annual growth rate (CAGR) of 36.58% in revenue from 2017 to 2024, and gross margin increasing from approximately 44% to 53.34% by 2024 [2] - In the first half of 2025, the company achieved revenue of 912 million yuan, a year-on-year increase of 17.7%, while the non-net profit reached 260 million yuan, a significant increase of 54.4% year-on-year [2] - The company's financial performance is attributed to improved governance efficiency and a solid global supply chain, which creates a dual moat for raw material supply and product channel expansion [2] Group 3: Innovation and Product Development - The company is committed to driving industrial upgrades through innovation and aims to provide more sustainable high-performance material solutions [3] - Global New Materials International has established a brand matrix consisting of SUSONITY, CHESIR, and CQV, covering various applications such as cosmetics, automotive coatings, new energy, and high-end industrial manufacturing [3] Group 4: Global Strategy and Operational Efficiency - The ongoing effects of mergers and acquisitions are laying a solid foundation for the long-term development of ESG, with initial establishment of cross-regional collaboration mechanisms and global R&D team technical sharing [4] - The company is enhancing its global production network, with projects like the second phase of the Seven Color Pearl project gradually coming online and the Tonglu synthetic mica project entering the equipment installation phase [4] - A differentiated pricing strategy is being implemented across the three major business platforms, with adjustments ranging from 3% to 30%, optimizing product value and market demand [4] Group 5: Market Position and Future Outlook - The pearl pigment industry is characterized by high growth potential, low price sensitivity, and strong brand moat, making it a rare "strong consumer attribute" sector [5] - Global New Materials International has become an industry leader through strategic vision and cross-border mergers, entering the high-end market and unlocking growth potential [6] - The chairman emphasizes that mergers are not the end but the starting point for collaborative creation, aiming to integrate Asian speed with European precision in various fields [7] - The company aims to deepen ESG practices through technological innovation, capacity upgrades, and global layout, striving for breakthroughs in green materials, beauty technology, automotive coatings, and high-end industrial applications [7]

2025 年 12 月 30 日 总量研究 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 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 2025.12.22-2025.12.26）权益市场指数集体上涨，中证 500 上涨 4.03%。 行业方面，本周有色金属、国防军工、电力设备行业涨幅居前，美容护理、 社会服务、银行行业跌幅居前。基金市场方面，本周各类基金净值均呈现上 涨，股混基金表现占优。 基金产品发行情况：本周国内市场新成立基金 65 只，合计发行份额为 278.94 亿份。其中债券型基金 19 只、股票型基金 18 只、混合型基金 18 只、FOF 基金 6 只、REITs1 只、货币市场型基金 3 只。全市场新发行基金 23 只，从类型来看，混合型基金 8 只、股票型基金 8 只、债券型基金 5 只、FOF 基金 1 只、REITs1 只。 基金产品表现跟踪：长期行业主题基金指数表现来看，本周国防军工主题基 金净值显著上涨，医药、消费主题基金净值回调。截至 2025 年 12 月 26 日，国防军工、新能源、 ...

Industry Information - The 2025 Globalization and Sustainable Development Forum for the automotive industry released three key industry consensus points, emphasizing the integration of electric intelligence with ESG responsibilities, the importance of safety and user value in smart vehicles, and the necessity of sustainable development as a core requirement for the automotive industry [7] - Wuhan's 14th Five-Year Plan suggests accelerating the development of emerging industries such as embodied intelligence, high-end chips, quantum technology, and brain-computer interfaces [8] - As of November 2025, the total number of electric vehicle charging infrastructure in China reached 19.322 million, a year-on-year increase of 52.0%, with public charging facilities accounting for 4.625 million [9][10] - The total investment for the EVE Energy headquarters and Jin Yuan Robot AI Center project is approximately 1 billion yuan, focusing on sodium battery products and AI robotics [12] - Guangzhou aims to create a trillion-level smart connected new energy vehicle industry cluster as part of its 14th Five-Year Plan [13] - The "Shenzhen-Hong Kong Automotive Fast Pass Plan" has been officially implemented, streamlining the import process for electric vehicles [14] - The National Energy Administration is promoting the construction of charging piles in rural areas to support the growth of electric vehicles [15] - Huawei's ADS MAX 4.1 upgrade significantly enhances the experience in urban congestion scenarios [16] - The first batch of L3-level autonomous driving vehicle special license plates has been issued in Beijing, marking a milestone in the commercialization of autonomous vehicles [16] - By 2026, over 10,000 charging guns will be built in highway service areas across the country [16] - The National Energy Administration reported a 60.2% year-on-year increase in electricity consumption for charging and swapping services in November 2025 [18] - The first automotive intelligent chassis testing report was released, with BYD's Yangwang U7, NIO ES8, and Zhijie R7 recognized as benchmark models [20] - Hunan's electric vehicle exports exceeded 10 billion yuan for the first time, with a year-on-year growth of 105.3% [22] - Guangzhou's new energy vehicle production increased by 22.6% in the first 11 months of 2025 [22] - A total investment of 7.47 billion yuan was signed at the Ningde lithium battery new energy industry promotion conference, with an expected annual output value of 12.14 billion yuan [27] - The annual export of new energy vehicles from the Xiangyang Comprehensive Bonded Zone exceeded 10,000 units for the first time, marking a 350% year-on-year increase [27] - Inner Mongolia's Chifeng City has built 3,453 charging piles during the 14th Five-Year Plan period [29] Policy Information - The Guizhou Qiannan Prefecture government issued a plan for high-quality energy industry development from 2025 to 2027, focusing on expanding charging infrastructure [30] - The Henan Sanmenxia government released a plan for the construction of charging facilities in residential areas [31] - The Jiangsu province is adjusting its electric vehicle charging fee subsidy policy for 2026 [32] - The National Development and Reform Commission emphasized the need to regulate competition in the new energy vehicle, lithium battery, and photovoltaic industries to avoid "involution" [23][24]

为持续引导投资者树立股东意识，积极行使股东权利，提升上市公司投资者关系管理水平，营造理性投资、价值投资、长期投资的市场氛围，9月17日，东 方证券联合上海证券交易所、上海市证券同业公会联合开展"我是股东"——走进沪市上市公司招商轮船（601872）活动顺利举行。东方证券投资者教育基地 组织高净值个人及机构投资者等30余位，实地参观了轮船招商总局，并与公司高管进行了深度交流。 "我是股东"走进上市公司活动自2013年启动以来，已陪伴投资者走过十余年历程，累计组织投资者走进沪市上市公司超过2000家次，仅2024年就达到450家 次，成为资本市场促进投资者与上市公司双向沟通、增强投资者获得感的重要品牌。 在投资者交流会现场，招商轮船董事会秘书孔康，董事会办公室总经理李漫、董事会办公室副总经理刘宇丰、ESG总监蔡晓华等出席活动。招商轮船董秘孔 康先生在致辞中向投资者重点介绍了公司近期在航运主业和ESG工作中取得的亮眼成绩，并强调公司始终将投资者回报和持股体验放在公司价值创造的核心 位置，让广大股东切实分享公司发展的成果。 据了解，招商轮船作为招商局旗下重点发展远洋运输的航运企业，经营和管理着大中华地区历史最悠久、最 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600874 证券简称：创业环保 公告编号：临2025-054 债券代码：243568 债券简称：GK津创01 天津创业环保集团股份有限公司 关于部分募集资金专项账户销户的 公 告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、募集资金基本情况 根据中国证券监督管理委员会于2022年5月30日签发的证监发行字[2022]1122号文《关于核准天津创业 环保集团股份有限公司非公开发行股票的批复》，天津创业环保集团股份有限公司（以下简称"本公 司"）于2022年9月向特定投资者非公开发行人民币普通股143,189,655.00股，每股发行价格为人民币5.80 元，募集资金总额为830,499,999.00元，扣除发行费用人民币19,743,434.08元后，募集资金净额共计人民 币810,756,564.92元（以下简称"募集资金"），上述募集资金情况已经普华永道中天会计师事务所(特殊 普通合伙)予以验证并出具普华永道中天验字（2022）第0816号验资报告。公司开 ...

本报讯 （记者何文英）近日，由《证券日报》社有限责任公司主办的2025证券市场年会暨"金骏马"颁 奖典礼圆满落幕，湖南军信环保股份有限公司（以下简称"军信股份（301109）"）凭借在环境、社会与 治理（ESG）领域的卓越实践，荣获"金骏马ESG可持续发展先锋企业奖"，成为环保行业高质量发展的 典范。 军信股份以"科技守护绿水青山"为使命，正从区域龙头迈向国际领先的环境治理和绿色能源服务提供 商。此次获奖，不仅是对其过往实践的认可，更彰显了资本市场对环保能源行业"价值+成长"双轮驱动 模式的深度认同。 作为国内领先的固废综合处理及绿色能源服务商，军信股份始终将ESG理念深度融入战略决策与日常运 营。公司建设运营的长沙黑麋峰固废处理场，是全国唯一荣获两个"鲁班奖"的环保产业园区，集生活垃 圾焚烧、市政污泥处置、渗滤液处理、灰渣填埋及环保科普于一体，2024年实现上网电量14.73亿度， 年碳减排量超100万吨，持续为"无废城市"建设提供绿色动能。 在社会（S）维度，公司积极履行企业公民责任。军信股份被生态环境部、住房和城乡建设部联合授 予"全国环保设施和城镇污水处理设施向公众开放单位"，并获评省市级环保科普教育 ...

Core Viewpoint - Club Med Mediterranean Club has been awarded the "Annual Sustainable Vacation Brand" honor for its sustainable practices and the implementation of the "Happy to Care" strategy, highlighting its role as a model for ecological, social, and economic value coexistence in the tourism industry amid the "dual carbon" goals and ESG transformation [1] Group 1: Sustainable Strategy - The sustainable ethos of Club Med dates back to its founding, with a clear development trajectory from social responsibility to environmental practices over 75 years [2] - The "Happy to Care" strategy encompasses three dimensions: eco-friendly vacation experiences, sustainable resorts, and positive social impact, aligning with global sustainability goals and China's "green tourism" policy [2] - The brand aims to establish partnerships with local ecological organizations by 2030, having already launched 44 ecological cooperation projects across 31 resorts by 2023 [2] Group 2: Guest Participation and Environmental Education - As of 2023, 59% of Club Med resorts have introduced "green activities," with local experiences designed to educate guests about ecology [3] - The "Bye Bye Plastic" initiative has replaced single-use plastics in guest rooms by 2023, with a target to reduce global plastic bottle usage by 35% by 2024 compared to 2019 [3] - Over 60% of fresh ingredients are sourced locally, supporting local agriculture and reducing transportation carbon footprints [3] Group 3: Certification and Standards - By 2024, 89% of Club Med resorts globally have achieved the Green Globe certification, indicating a high level of sustainable operation [4] - 73% of new and renovated resorts have received BREEAM ecological certification, with notable projects setting benchmarks for green building in the industry [4] Group 4: Climate Action and Community Engagement - Club Med has set a target to reduce building carbon emissions by 50% by 2030 compared to 2023 levels, aligning with China's dual carbon strategy [5] - The "Green Farmer" initiative has provided training to local farmers, resulting in nearly 240 tons of fresh produce supplied to resorts, benefiting over 650 farmers [5] - The integration of ESG principles into the brand's core operations reflects a long-term commitment to sustainable development [6] Group 5: Future Directions - Club Med will continue to deepen its ecological protection and community coexistence practices under the "Happy to Care" strategy, providing a model for achieving both commercial and social value in the global vacation industry [6]

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Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - Transition finance and green finance form an effective complementary structure, with transition finance targeting high carbon-emitting enterprises for their low-carbon transformation through technological upgrades, while green finance focuses on pure green projects [2][9]. - The international development of transition finance is driven by the EU carbon tax policy, entering a rapid development phase since 2023, with a historical progression through three stages: global consensus (2015-2019), framework establishment (2020-2022), and rapid development (2023-present) [2][14]. - China officially proposed the concept of "low-carbon transition" in 2024, with a series of supportive policies following, including the revision of the "Green Industry Guidance Catalog" to focus on low-carbon transition industries [2][17]. - The 14th Five-Year Plan shifts China's energy management from "dual control of energy consumption" to "dual control of carbon emissions," with an estimated demand for green low-carbon investment reaching 487 trillion yuan over the next 30 years, of which 60% is related to low-carbon transition [2][20]. - Mainstream international transition finance products include Sustainable Linked Loans (SLL), Sustainable Linked Bonds (SLB), and transition bonds, with SLL and SLB directly linking financing costs to sustainability goals [2][25]. Summary by Sections Transition Finance vs Green Finance - Transition finance supports high carbon-emitting projects for low-carbon transformation, while green finance supports energy-saving and emission-reducing projects [9][8]. International Development of Transition Finance - The development of international transition finance has progressed through three stages: consensus (2015-2019), framework establishment (2020-2022), and rapid development (2023-present) [14][10]. China's Transition Finance Development - China's transition bonds include transition bonds and low-carbon transition-linked bonds, with the latter dominating in issuance and financing amounts [3][50]. - The issuance of low-carbon transition-linked bonds reached 104, with a net financing amount of 572 billion yuan, while transition bonds totaled 32 with approximately 207 billion yuan [3][50]. - The main issuers of transition bonds have shifted from state-owned enterprises to local state-owned enterprises, with a corresponding decline in credit ratings from AAA to AA [3][72]. Mainstream Products in Transition Finance - The report identifies three main products in transition finance: transition bonds, SLL, and SLB, with specific characteristics and restrictions on fund usage [25][27]. - Transition bonds are specifically allocated for low-carbon transition projects, while SLL and SLB link financing costs to sustainability targets [25][27]. Advantages and Challenges of Transition Bonds - Despite higher costs, transition bonds offer advantages such as expedited review processes, potential government interest subsidies, and flexible interest rate adjustments linked to ESG goals [3][96][94]. - Transition bonds face challenges including higher issuance costs and a shift in issuer credit ratings, impacting their attractiveness compared to traditional corporate bonds [3][84][89].