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David & Goliath - Blackstone And Patria
Seeking Alpha· 2025-06-23 13:30
Group 1 - The article draws a parallel between small upstarts in an industry dominated by a leader and the biblical story of David and Goliath, suggesting that larger companies are not always superior [1] - The author emphasizes the importance of recognizing potential in smaller companies despite the dominance of larger players in the market [1] Group 2 - The author has extensive experience in executive management, particularly in the insurance and reinsurance sectors, as well as knowledge of global markets and climate change [1] - The article does not provide specific investment advice or recommendations, focusing instead on sharing personal analysis for reader interest [2][3]
绿色金融周报(第190期)丨李云泽:支持外资机构广泛参与中国绿金市场
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-23 13:16
Key Points - The rapid development of the green finance market is leading to an increase in relevant information and data, with a focus on the latest trends and practices in green finance [1] - China is committed to advancing its "dual carbon" goals, having established the world's largest and most complete new energy industry chain, with green credit, bonds, and insurance markets ranking first globally [1] - The demand for funds to achieve carbon peak by 2030 is expected to exceed 25 trillion yuan, indicating significant growth potential in green finance [1] - The participation of foreign institutions in China's green finance market is encouraged, which is expected to enhance confidence and attract more quality foreign investments [2] - The Shanghai Stock Exchange has launched a special action plan to improve ESG ratings for listed companies, aiming to guide financial resources towards more sustainable companies [3] - A new action plan for green finance in Guangdong aims to support ecological governance and low-carbon development through a structured approach [4] - The national carbon market saw a price increase, with the highest price reaching 73.72 yuan/ton, reflecting a 2.89% rise from the previous week [6] - The approval of the Huaxia Huadian Clean Energy REIT marks a significant step in integrating clean energy assets with capital markets [7] - The issuance of 2.5 billion yuan green bonds by China Merchants Jinling focuses on rural revitalization, linking green industries with rural development needs [8] - The launch of the first clean energy holding-type ABS signifies a breakthrough in the securitization of wind power assets, providing long-term funding support for green electricity projects [9][10]
Rockcliffe Capital Initiates Coverage on Agnico Eagle Mines Ltd. (TSX/NYSE: AEM) with a "Strong Buy" Rating and C$155 Price Target
GlobeNewswire News Room· 2025-06-23 13:00
Investment Thesis Highlights: TORONTO, June 23, 2025 (GLOBE NEWSWIRE) -- Rockcliffe Capital is pleased to announce today the initiation of equity research coverage on Agnico Eagle Mines Ltd. (TSX/NYSE: AEM), a premier senior gold mining company with operations spanning Canada, Finland, Australia, Mexico, and the U.S. Following rigorous financial and operational analysis, Rockcliffe Capital assigns Agnico Eagle a "Strong Buy" rating, alongside a 12-month price target of C$155, reflecting strong upside potent ...
存量时代商业地产如何破局?城市更新成新风口
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-23 12:53
Core Insights - The imbalance between supply and demand in commercial real estate has become a significant obstacle to the stable and healthy development of the real estate market, prompting government focus on revitalizing commercial properties [1] - The commercial real estate market is currently in a phase of adjustment, with weak demand for leasing and low rental prices, necessitating ongoing policy support to stabilize the market [1] Group 1: Market Conditions - The commercial real estate market has faced multiple challenges this year, with weak investment and new construction data, leading to a sluggish recovery in leasing demand [1] - The market is characterized by low rental prices and a tendency to exchange price for volume, indicating a need for improvement in supply-demand relationships [1] Group 2: Policy and Future Outlook - The State Council's recent meeting emphasized the need for stronger measures to stabilize the real estate market, signaling potential policy optimization [1] - Continuous efforts from a comprehensive set of real estate policies are expected to consolidate and expand their effects, aiding in the stabilization of the commercial real estate market [1] Group 3: Key Trends in Commercial Real Estate - Five key trends are emerging in the commercial real estate market: 1. Bulk transactions are seen as leading indicators for market recovery, with signs of increased market activity [2] 2. Urban renewal is becoming a new focus, marking a transition to a stock-based era in commercial real estate [2] 3. Flexible office spaces are expected to shift from a marginal demand to a mainstream option in the market [2] 4. Sub-sectors like construction and commercial services are becoming new avenues for development as some real estate companies transition to operators and service providers [2] 5. ESG (Environmental, Social, and Governance) considerations are becoming essential, with green buildings viewed as a necessary standard [2] Group 4: Flexible Office Market - The flexible office market is anticipated to grow significantly in the coming decades, with a projected economic impact of up to $10 trillion globally [2] - The shift from centralized to decentralized and hybrid office models is evident, with shared and flexible office spaces continuing to expand despite overall market adjustments [2]
芯源微: 《董事会战略与可持续发展委员会工作细则》
Zheng Quan Zhi Xing· 2025-06-23 12:48
沈阳芯源微电子设备股份有限公司 董事会战略与可持续发展委员会工作细则 第一章 总则 第三条 战略与可持续发展委员会由五名成员组成,其中应至少包括一名独 立董事。 第四条 战略与可持续发展委员会委员由董事长、二分之一以上独立董事或 者全体董事的三分之一提名,并由董事会选举产生。 第五条 战略与可持续发展委员会设主任委员(召集人)一名,负责主持战 略与可持续发展委员会工作,由委员选举产生,并报董事会备案。 第六条 战略与可持续发展委员会任期与董事会任期一致,委员任期届满, 连选可以连任。期间如有委员不再担任公司董事职务,自动失去委员资格,并由 委员会根据上述规定补足委员人数。 第七条 战略与可持续发展委员会下设投资评审小组和可持续发展工作组, 均由公司执行委员会主席任组长,另设副组长 1 至 2 名。 第三章 职责权限 第一条 为适应沈阳芯源微电子设备股份有限公司(以下简称"公司")战 略发展需要,增强公司核心竞争力,确定公司发展规划,健全投资决策程序,加 强决策科学性,提高重大投资决策的效益和决策的质量,完善公司治理结构,增 强公司可持续发展能力,根据《中华人民共和国公司法》《上海证券交易所科创 板上市公司自律 ...
建投能源: 河北建投能源投资股份有限公司2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-23 12:20
China Lianhe Credit Rating Co.,Ltd. 河北建投能源投资股份有限公司 联合资信评估股份有限公司 www.lhratings.com 联合〔2025〕4744 号 联合资信评估股份有限公司通过对河北建投能源投资股份有限 公司主体及其相关债券的信用状况进行跟踪分析和评估,确定维持 河北建投能源投资股份有限公司主体长期信用等级为 AAA,维持 "21 建能 01""21 建能 02"和"25 冀能投 MTN001(科创票据)" 信用等级为 AAA,评级展望为稳定。 特此公告 联合资信评估股份有限公司 评级总监: 二〇二五年六月二十三日 跟踪评级报告 | 2 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日的 独立意见陈述,未受任何机构或个人影响。评级结论及相关分析为联合资信 基于相关信息和资料对评级对象所发表的前瞻性观点,而非对评级对象的事 实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵循了真 实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响,本报告 在资料信息获取、评级方法与模型、未来事项预测评估等方面存在局限性。 二、本报告系联合资信接受 ...
官宣!知名券商董事长,变更
Zhong Guo Ji Jin Bao· 2025-06-23 10:18
6月23日,中银证券(601696)公告称,公司党委书记、董事长宁敏因工作调动,辞去公司董事长职务。辞任后将不在公司担任任何职务。 据记者发稿时了解,宁敏将回中国银行任行政事业机构部总经理。 值得注意的是,公告称,股东单位提名周权为中银证券董事长候选人。在董事会选举出新任董事长前,由公司董事、执行总裁周冰先生代 行董事长、董事会战略与发展委员会主任委员以及法定代表人职责。 周权将出任下一任董事长 中银证券的公告并没有公布下一任董事长周权的简历。 据记者了解,周权,中国银行总行资产负债管理部总经理。曾任中国银行黑龙江省分行副行长、中国银行上海市浦东分行副行长、中国银 行总行财务管理部资本管理团队主管。拥有丰富的银行资产负债管理经验。 作为中国银行的控股子公司,中银证券不仅在核心人事上一直由中国银行统一安排,在业务协同上也和中国银行紧密合作。 数据显示,中银证券是全行业唯一一家净资产排名第40名以后,但核心业务排名进入行业前10的券商。其中,债券承销规模长期稳定在行 业前列,6年间平均排名行业前10。2024年,中银证券在政策性银行债承销榜排名第6,其中绝大多数项目来自银行系客户。 此外,中银证券资产管理规模近三 ...
官宣!知名券商董事长,变更
中国基金报· 2025-06-23 09:45
值得注意的是,公告称, 股东单位提名周权为中银证券董事长候选人。 在董事会选举出新任 董事长前,由公司董事、执行总裁周冰先生代行董事长、董事会战略与发展委员会主任委员 以及法定代表人职责。 周权将出任下一任董事长 【导读】中银证券董事长辞职 中国基金报记者 莫琳 6月23日,中银证券公告称,公司党委书记、董事长宁敏因工作调动,辞去公司董事长职务。 辞任后将不在公司担任任何职务。 据记者发稿时了解, 宁敏将回中国银行任行政事业机构部总经理。 中银证券的公告并没有公布下一任董事长周权的简历。 据记者了解,周权,中国银行总行资产负债管理部总经理。曾任中国银行黑龙江省分行副行 长、中国银行上海市浦东分行副行长、中国银行总行财务管理部资本管理团队主管。拥有丰 富的银行资产负债管理经验。 2024年8月,由中国银行发行的全球首笔SGS债券发行,在国际市场引起了不少讨论。 SGS是三类贷款合集的简称,包括可持续发展挂钩贷款、绿色贷款和社会责任贷款 (Sustainability-linked, Green and Social Loans),募集所得资金将用于符合资格的 SGS项目,覆盖多种ESG(环境、社会和公司治理)类 ...
“两山理论”引领中几矿业合作新范式——靳懿霏律师团队首创“法律共建共享利益共同体”标准
Zhong Guo Neng Yuan Wang· 2025-06-23 09:04
一、资源主权与生态责任的国际法双重义务 中国充分尊重几内亚行使资源主权,但根据联合国《自然资源永久主权宣言》与《巴黎协定》框架,主权国家对 资源的开发利用需同时履行生态环境保护的国际法义务: "两山"理论的全球启示:中国主张"绿水青山就是金山银山"的协同发展观。据《非洲矿业远景规划》 (AMV),矿山开发需确保生态修复成本占比不低于项目收益的15%。据几内亚2013年修订的《矿业法》政府 可无偿获取15%新矿业项目干股,并可通过谈判获得额外股权,,而当前被收回的51个矿权中,据当地某些数据 称,有70%左右的矿区河流水体破坏和红树林砍伐,本年度几内亚临时政府执政期将满,其环境评估程序完整性 存疑。 2025年6月23日 发表于 北京 近日,几内亚政府宣布无偿收回51份矿业许可证,涉及铝土矿、黄金、铁矿等核心资源。作为几内亚驻华大使馆 中国特约法律顾问、国际矿业法专家及"两山"理论实践研究者,靳懿霏律师从生态环境保护、国际法律义务及中 非可持续发展合作角度发表专家意见如下: 1。 技术换权益:向几内亚提供矿山生态修复技术(如赤泥无害化处理专利),换取已收回矿权的联合开发优先 权。 法律程序正当性:若征收行为确属 ...
基金市场与ESG产品周报20250623:国内新基市场发行火热,被动资金流入中小盘、科创板-20250623
EBSCN· 2025-06-23 08:49
The provided content does not include any quantitative models or factors, as it primarily focuses on fund market performance, issuance, and ESG product tracking. There are no specific quantitative models, factor construction processes, or backtesting results mentioned in the documents.