登录新浪财经APP 搜索【信披】查看更多考评等级 这周有哪些大事要闻？ 发布了哪些重要政策、通知？ 5.上海市金融稳定发展研究中心联合杨浦区科经委举办"金融知识进村居"主题活动 一起来快速回顾一下吧！ 领导关心 1.习近平：走好中国特色金融发展之路，建设金融强国 近日，《求是》杂志发表习近平总书记重要文章《走好中国特色金融发展之路，建设金融强国》。这篇 文章是习近平总书记2024年1月16日在省部级主要领导干部推动金融高质量发展专题研讨班上讲话的节 录。 2.上海黄金交易所与香港财库局签署合作协议 1月26日，上海黄金交易所与香港特别行政区政府财经事务及库务局在亚洲金融论坛上签署合作协议。 香港特别行政区行政长官李家超、中国人民银行副行长邹澜、上海市委常委、常务副市长吴伟、上海市 委金融委员会办公室常务副主任周小全见证协议签署。 3.在沪首批外资独资保险资管机构开业 上海金融高水平对外开放稳步前行 1月28日，友邦保险资产管理有限公司、荷全保险资产管理有限公司等两家新设外资独资保险资管机构 在沪举行集体开业仪式。上海市委常委、常务副市长吴伟出席开业仪式并致辞。上海市政府副秘书长顾 军，市委金融办、市商务委、上 ...

Investment Rating - The report does not explicitly state an investment rating for the shipping and maritime industry. Core Insights - The green transformation of the shipping and maritime industry is urgent and necessary, driven by the International Maritime Organization's (IMO) greenhouse gas reduction strategy, which mandates a reduction of at least 20% by 2030 and aims for net-zero emissions by 2050 [14][22]. - The report emphasizes that the dual paths of carbon reduction technologies and green fuel alternatives are essential for achieving the industry's green transformation [25][28]. - China's shipping industry is positioned as a key player in the global transition, with a significant share of green ship orders and a robust capacity for green methanol production [26][28]. Summary by Sections 1. Research Background - The shipping industry is crucial for global trade, accounting for over 90% of international goods transport, and faces significant pressure to decarbonize due to its contribution to greenhouse gas emissions [21]. - The report highlights the need for a systematic assessment of carbon reduction technologies and green fuel alternatives to meet the IMO's targets [22][30]. 2. Carbon Reduction Technology System and Market Development Space - The shipping industry's carbon reduction efforts are evolving from isolated improvements to a comprehensive technology system that includes energy alternatives, intelligent operations, and infrastructure upgrades [35][36]. - The report outlines a multi-path approach to carbon reduction, integrating various technologies such as green fuels, electrification, and digital optimization [37][38]. 3. Research on Various Green Fuels and Their Replacement Paths - The report defines green fuels as those with significantly lower greenhouse gas emissions throughout their lifecycle compared to traditional fossil fuels, emphasizing the strategic importance of transitioning to these fuels for the shipping industry [53]. - It identifies key green fuels, including LNG, biodiesel, green methanol, green ammonia, and green hydrogen, and assesses their suitability for maritime applications [54]. 4. Development Strategies and Recommendations - The report suggests that large shipping companies should adopt green transformation strategies that align with national carbon neutrality goals and international regulations [28]. - It advocates for the establishment of a resilient and sustainable framework for the green shipping industry, emphasizing the need for collaboration across the supply chain [28].

北交所修订可持续发展报告编制指南，夯实可持续发展信息披露基础 [Table_Industry] ESG 周报 [2T0a26bl年e_2Re月po1rt日Date] 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦B 座 邮编：100031 证券研究报告 [北Ta交bl所e_修Tit订le可] 持续发展报告编制指南，夯实可持续发展信息披露基 础 [Table_ReportDate] 2026 年 2 月 1 日 [Table_ReportType] 行业周报 本期内容提要: [Ta[Tbalbel_热eS_u点Smum聚mamr焦ya]：ry] 行业研究 | [ETSaGble_StockAndRank] | | | --- | --- | | 投资评级 | —— | | 上次评级 | —— | 郭雪 环保公用联席首席分析师 执业编号：S1500525030002 邮 箱：guoxue @cindasc.com 吴柏莹 环保行业分析师 执业编号：S1500524100001 邮 箱：wuboying@cindasc.com 国内：北交所修订可持 ...

转自：新华财经 此次贷款落地，是建行上海市分行积极响应国家"美丽中国"建设与绿色金融政策导向的具体行动，分行 通过快速学习新标准、精准对接企业需求，完成从政策解读到贷款投放的全流程服务。这笔流向食用菌 产业的资金，最终效益将体现在土壤活力的保持、农业废弃物的循环利用以及生态农业模式的推广之 中。 未来，建行上海市分行将以此为契机，深化对相关国际国内标准的研究，不断完善评估方法、产品体系 和激励机制，拓展生物多样性金融应用场景，以更加多元化的金融工具支持更多生态友好型项目，与千 企万众携手共绘"青山绿水"新图景。（邓侃） 编辑：李一帆 1月28日，建行上海市分行落地首笔专项用于支持生物多样性保护的贷款，为上海永大菌业有限公司提 供1000万元信贷支持，标志着该行在绿色金融创新领域迈出重要一步。 据了解，该笔贷款严格依照中国人民银行《生物多样性金融目录（试用稿）》相关标准发放，资金将主 要用于企业有机农产品采购，对应目录中"有机、绿色等认证农业"类别，旨在通过金融手段促进农业生 态系统的多样性维护与可持续发展。 上海永大菌业是一家专注于食用菌研发、种植、加工与销售的全产业链企业。公司长期推行绿色栽培模 式，已取得 ...

据悉，"碳足迹"作为衡量产品绿色低碳水平的重要指标，反映了产品从原材料加工、运输、生产到销售 等全流程的碳排放总量。推动"碳足迹"管理，是实现农业减排固碳、促进产业低碳转型的重要路径。 （来源：嘉兴日报） 转自：嘉兴日报 ■记者 吕 同 通讯员 张焕楠 杜俊杰 本报讯 近日，"碳寻未来 绿动秀洲——'新塍大米'碳足迹成果发布会暨秀洲区'碳足迹'管理与绿色金融 战略合作签约仪式"在嘉兴举行。活动以"碳足迹"为纽带，为区域低碳农业高质量发展开辟了新路径。 活动现场发布了"新塍大米"碳标签。该标签基于产品全生命周期"碳足迹"量化结果而成，每千克"新塍 大米"的碳排放量为1.796千克，专属碳标识同步成形。基于此项碳标签成果，禾城农商行为"新塍大 米"品牌种植企业和农户授信2亿元。 作为授信企业代表，嘉兴市金福米业有限公司总经理蒋超表示："这笔资金将主要用于扩大订单种植面 积，今年计划新增5000亩，并进一步扩大产能、强化品牌建设。预计2026年公司总产值提升50%左右， 将更好地带动产业链协同发展。" 最后，秀洲区生态环境分局、秀洲区供销社、禾城农商银行还签订了《绿色金融战略合作协议》。"三 方将围绕'碳足迹'认证 ...

Core Insights - Agricultural Bank of China (ABC) is expected to underwrite over 2 trillion yuan in local government bonds and credit bonds by 2025, representing a 26% year-on-year increase [1] - The bank's underwriting of credit bonds is projected to exceed 600 billion yuan, marking a 45% year-on-year growth [1] - ABC has also underwritten nearly 1.7 trillion yuan in national bonds and policy financial bonds, reflecting a 14% year-on-year increase [1] Group 1: Credit Bonds and Rural Revitalization - ABC is focusing on inclusive finance, guiding financial resources to support rural revitalization, with 462 million yuan in rural revitalization bonds underwritten from 2021 to 2025 [1] - The bank has actively participated in the market for technology innovation bonds, underwriting nearly 80 billion yuan to support the growth of innovative enterprises [1] Group 2: Green Finance Initiatives - ABC has enhanced its green finance capabilities, underwriting over 80 billion yuan in various green bonds, positioning itself among the market leaders [1] - The bank has also underwritten the first batch of "green + technology + two new" bonds, significantly supporting the development of green industries [1] Group 3: Social Welfare and Pension Finance - ABC has innovated in pension finance service models, underwriting the first pension bonds in the market, creating new financing pathways for the pension industry [1] - As a key player in the interbank bond market, ABC is committed to its mission as a state-owned bank, directing financial resources to critical sectors of the real economy [1]

证券研究报告·固定收益·固收点评 固收点评 20260131 绿色债券周度数据跟踪 （20260126-20260130） [Table_Tag] [Table_Summary] 观点 ◼ 一级市场发行情况： 本周（20260126-20260130）银行间市场及交易所市场共新发行绿色债券 11 只，合计发行规模约 115.53 亿元，较上周增加 31.53 亿元。发行年限 多为 3 年、5 年；发行人性质为央企子公司、地方国有企业、大型民企、 中央国有企业；主体评级多为 AAA、AA+级；发行人地域为安徽省、北 京市、广东省、江苏省、江西省、浙江省；发行债券种类为超短期融资 券、其他金融机构债、企业 ABS、私募公司债、一般公司债、中期票据。 ◼ 二级市场成交情况： 本周（20260126-20260130）绿色债券周成交额合计 671 亿元，较上周增 加 36 亿元。分债券种类来看，成交量前三为非金公司信用债、金融机 构债和利率债，分别为 328 亿元、257 亿元和 57 亿元；分发行期限来 看，3Y 以下绿色债券成交量最高，占比约 81.71%，市场热度持续；分 发行主体行业来看，成交量前三的行业为金 ...

Core Viewpoint - Huajin Securities has demonstrated significant achievements in various areas, including an 18-place improvement in company bond underwriting rankings and a 62% year-on-year increase in institutional client trading volume, while focusing on high-quality development and enhancing its service capabilities for the real economy [1][2]. Group 1: Company Achievements - In 2025, Huajin Securities successfully issued convertible bonds for Huafa Co., marking a breakthrough in its service offerings [1]. - The company has established a professional research and service team focused on industries such as biomedicine, semiconductors, and artificial intelligence, enhancing its ability to serve technology innovation enterprises [2][3]. - Huajin Securities has launched innovative services like "Youxiang Account" to achieve unified management and scientific allocation of assets [3]. Group 2: Strategic Focus - The company emphasizes a functional approach, prioritizing compliance and the service value of the brokerage industry while driving profit growth [2]. - Huajin Securities aims to deepen its focus on regional and industrial development, particularly in the Greater Bay Area and Yangtze River Delta, to enhance its market positioning and brand influence [5][6]. - The company is committed to integrating green finance, inclusive finance, and digital finance into its service offerings, developing tailored financial products for green industries and small and medium-sized enterprises [3][6]. Group 3: Internal Management and Compliance - Huajin Securities is enhancing its internal management through refined operational systems and cost control measures, aiming to improve overall business efficiency [6][7]. - The company is transitioning compliance management from a cost center to a value-creating foundation, focusing on proactive and intelligent risk management strategies [7][9]. - A dynamic threshold management mechanism has been established to monitor and evaluate risks effectively, ensuring the stability of risk management indicators [9]. Group 4: Cultural and Governance Framework - The company integrates cultural construction into its strategic framework, promoting compliance, integrity, professionalism, and stability as core values [10][11]. - Huajin Securities emphasizes the importance of party leadership in its governance structure, ensuring that financial work aligns with national strategies [10][11]. - The company is committed to fostering a high-quality workforce through systematic training and development programs, enhancing employee engagement and organizational cohesion [12].

北京绿色金融与可持续发展研究院 绿色建筑与可持续规划中心 2026 年 1 月 版权声明 本报告版权归北京绿色金融与可持续发展研究院（北京绿金院）所有。本报告用于在特定领域 的研究与交流，未经北京绿金院授权，请勿转载、摘编或以其他方式使用其内容。如引用报告内容， 应清晰注明来源。如有内容或合作等问题，请通过如下电邮联系我们：info@ifs.net.cn 北京绿色金融与可持续发展研究院（北京绿金院）是一家注册于北京的非营利研究机构。我们 聚焦 ESG 投融资、低碳与能源转型、自然资本、绿色科技与建筑投融资等领域，致力于为中国与 全球绿色金融与可持续发展提供政策、市场与产品的研究，并推动绿色金融的国际合作。北京绿金 院旨在发展成为具有国际影响力的智库，为改善全球环境与应对气候变化做出实质贡献。 研究指导 马骏 北京绿色金融与可持续发展研究院 院长 课题组组长 张青林 北京绿色金融与可持续发展研究院 绿色建筑与可持续规划中心 主任 课题组成员 肖明智 北京绿色金融与可持续发展研究院 研究员 陆春华 北京绿色金融与可持续发展研究院 研究员 祝子翀 北京绿色金融与可持续发展研究院 助理研究员 致 谢 本课题立项及研究 ...

Core Viewpoint - Huajin Securities has demonstrated significant achievements in 2025, including an 18-place increase in company bond underwriting rankings, successful issuance of convertible bonds, and a 62% year-on-year growth in institutional client trading volume, reflecting its commitment to high-quality development and service to the real economy [1][2]. Group 1: Company Achievements - In 2025, Huajin Securities successfully issued Huafa Co., Ltd. convertible bonds and achieved IPO breakthroughs through its alternative subsidiary Huajin Avenue [1]. - The company has launched innovative services such as "Youxiang Account," creating a diversified account system for unified asset management and scientific allocation [3]. Group 2: Service Enhancement - The company focuses on enhancing professional service capabilities, particularly in sectors like biomedicine, semiconductors, and artificial intelligence, by forming specialized research and service teams [2][6]. - Huajin Securities aims to deepen wealth management transformation by optimizing advisory services and upgrading digital tools to provide diversified wealth management solutions for residents [2]. Group 3: Regional Focus and Differentiation - The company leverages its resources and regional advantages, particularly in the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Delta, to drive differentiated development [5][6]. - Huajin Securities emphasizes a "regional deep cultivation - industry focus - professional empowerment" model to enhance its core competitiveness [6]. Group 4: Compliance and Risk Management - Strengthening compliance management and risk prevention is viewed as essential for sustainable development, with a focus on proactive compliance and intelligent risk management [8][9]. - The company has established a dynamic threshold management mechanism to ensure effective monitoring of risk indicators and enhance risk management capabilities [9]. Group 5: Cultural and Organizational Development - Huajin Securities integrates cultural construction into its strategic framework, promoting compliance, integrity, professionalism, and stability as core cultural values [10][11]. - The company emphasizes the importance of party leadership in its governance structure, ensuring alignment with national financial strategies [11][12].