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中国轮胎行业首家!赛轮集团MSCI ESG评级跃升至A级
Qi Lu Wan Bao Wang· 2025-08-20 13:14
齐鲁晚报.齐鲁壹点记者尚青龙 近日,国际权威指数机构摩根士丹利资本国际公司(MSCI)公布最新ESG评级结果。赛轮集团凭借在可持续发展领域的卓越表现,ESG评 级由BB级跨级跃升至A级,成为中国轮胎行业首家获评MSCI ESG A级的企业。 MSCI ESG评级从环境、社会和公司治理三大维度,全面评估企业的可持续发展能力和长期价值,是国际资本市场最具影响力的可持续 发展评估体系之一,被全球机构投资者广泛用作投资决策的重要依据。 此次ESG评级实现跨级跃升,标志着赛轮集团在产品质量与安全、公司治理、员工管理、环境管理等领域的ESG实践已经获得国际资本 市场的高度认可,为中国轮胎行业树立了可持续发展的新标杆。 面向未来,赛轮集团将以"eco+"可持续发展战略为引领,围绕"生态卓越、人文共生、价值驱动、精益治理"四大战略支柱,将可持续发 展理念与集团运营深度融合,实现企业价值与社会价值的共生共荣。 ...
马云现身蚂蚁森林,大口吃西瓜,现场杂草丛生,跟2016年对比明显
Sou Hu Cai Jing· 2025-08-20 12:54
2016年,马云拿着支付宝捣鼓出了一个叫做"蚂蚁森林"的东西。 当时这个东西给人的冲击力很强,网民们只需要在支付宝上动动小手,就能在荒漠中埋下一颗种子。 如此"天马行空"的想法,属实让人不敢相信。 而且当时马云的口号还喊得非常响亮,扬言要做到每年种一亿棵树,把西北的这片荒漠给"搞定。" 听到马云如此"猖狂"的发言,还是忍不住让人提起了兴趣。 而且当时马云宣传的也非常到位,环保不能光靠政府,老百姓也得搭把手。 就这样,蚂蚁森林在网上"火了",当时很多支付宝用户下班后,都会到自己的"树园"里浇浇水,已经成 为了日常。 2016年,蚂蚁森林第一批就搞到了131万棵树。 2017年,直接一举突破到了1300万棵树。 原本大伙儿还以为马云这是在吹牛,可看着蚂蚁森林的树木急剧上升,网民们也忍不住提起了兴趣。 就这样,直到2019年的时候,蚂蚁森林的树就已经突破了一亿棵,马云完成了自己的"壮举",而且这个 树木量还在直线上升。 早在2023年的时候,蚂蚁森林的种树种树就已经超过了4亿棵。 如今,时间已经过去9年之久了,那片蚂蚁森林到底变成了啥样呢? 近日,马云和一群小伙伴一同现身蚂蚁森林。 在当地的摄像头下面,留下了一张有 ...
香港中华煤气整体售气量持平 增长型业务稳健发展
Ge Long Hui· 2025-08-20 10:43
(2025年8月20日)香港中华煤气有限公司(股份代号:00003,下称"集团")公布中期业绩。期内,集团营业额达港币275.14亿元,税后经营利润增长3%至港币 39.96亿元,计入非经营性损益后,股东应占溢利下降3%至港币29.64亿元。若剔除借贷汇兑损益,业务核心利润实质上升4%。 煤气公司三位执行董事:常务董事黄维义(中)、首席财务总裁杨磊明(左)及首席投资总裁陈英龙(右)主持2025年中期业绩发布会。 香港公用业务方面,本港上半年平均气温低于去年同期,带动住宅燃气销售增长。集团期内完成多项甲级商厦、体育场馆、酒店及医院的燃气应用设施,加 上旅游业恢复畅旺等因素下,期内香港整体售气量保持稳定。同时集团稳步推进氢能商业化进程,包括工地供氢及氢能充电等项目,预期将成为未来利润增 长新动力。 内地公用业务方面,虽面对关税问题影响,经济环境及北方暖冬等因素挑战,城市燃气售气量仍保持稳定。另外通过顺价工作、精细化管理及积极与上游供 气企业建立紧密合作关系,燃气业务利润保持稳定,城市燃气综合价差提升4仙人民币/立方米至0.54元人民币/立方米。 绿色甲醇业务实现突破,期内与佛燃能源合资成立VENEX,计划在佛山设 ...
微盟集团2025年中报:首次扭亏,营收7.75亿元业绩企稳回升
Jin Rong Jie· 2025-08-20 09:45
Core Insights - Weimob Group reported a total revenue of RMB 775 million for the first half of 2025, with an adjusted year-on-year increase of 7.8% after accounting for the impact of reduced rebate rates for merchant solutions in the first half of 2024 [1] - The adjusted EBITDA reached RMB 72 million, marking a significant improvement of 140.7% year-on-year, achieving its first profit since 2022 [1] - The adjusted net profit was RMB 17 million, a year-on-year improvement of 109.0%, marking its first profit since 2021 [1] Financial Performance - Total gross profit amounted to RMB 582 million, with an adjusted year-on-year growth of 36.1%, and the gross margin increased from 66.4% to 75.1%, up 8.7 percentage points year-on-year [1] - Operating cash flow showed a slight outflow of approximately RMB 28 million, while cash and bank deposits stood at approximately RMB 1.574 billion as of June 30, 2025, indicating a healthy overall financial condition [1] AI and Subscription Solutions - AI-related revenue reached approximately RMB 34 million, benefiting from breakthroughs in AI commercialization [3] - Subscription solutions generated revenue of RMB 438 million, with a quarter-on-quarter increase of 1.38%, indicating a stabilization and recovery phase [1] - The average monthly active merchants for WAI SaaS grew by 57% compared to the second half of 2024, with significant increases in usage metrics for various AI tools [3] Marketing and Customer Engagement - The number of paid users for subscription solutions reached 59,149, with an average revenue per user increasing by 4.5% to RMB 7,402 [5] - Weimob's marketing services generated approximately RMB 8.623 billion in gross advertising revenue, a year-on-year increase of 3.4% [7] - The company actively adjusted its customer structure to enhance operational efficiency, focusing on high-margin clients [7] Strategic Initiatives - Weimob launched five major solutions in collaboration with WeChat Mini Programs, achieving a penetration rate of 15% among existing accounts within the first month [4] - The company is exploring opportunities in the Hongmeng ecosystem and has integrated various platforms, enhancing its service capabilities across multiple channels [4] - Weimob's international expansion efforts include launching services in Southeast Asia and Oceania, receiving recognition as an excellent brand service provider [4] Future Outlook - Weimob plans to fully embrace AI and advance the application of AI Agents, while continuing to strengthen its presence in the WeChat e-commerce ecosystem [9] - The company aims to optimize resource allocation and focus on high-value clients to enhance operational quality and explore new growth opportunities through AI [9]
华鼎股份:聚焦主业 上半年实现营收24.11亿元
Zhong Zheng Wang· 2025-08-20 08:22
中证报中证网讯(王珞)8月18日,华鼎股份(601113)披露2025年半年度报告。公司在上半年聚焦锦纶 主业,实现稳健蓄力,并积极推进新产能建设,为未来成长注入新动力。报告期内,公司实现营业收入 24.11亿元,归属于上市公司股东的净利润1.53亿元。公司上半年末总资产为63.29亿元,同比增长7%, 资产规模保持稳健增长。 公司上半年营业收入同比下降,主要系跨境电商板块出表,出售通拓科技导致合并报表范围缩减,同时 上游原材料价格波动导致产品售价走低所致。但因出售通拓科技,公司营业成本、销售费用、管理费用 等亦相应降低,公司成本端压力缓解,成本与费用结构进一步优化。 此外,公司绿色产品开发成效显著,通过GRS认证、绿色纤维标志认证,持续提升低碳、再生锦纶产品 比例,海外市场拓展至南美、欧洲、东南亚等多地。 华鼎股份表示,未来将继续深化精益管理、优化产品结构,把握行业机遇,推动可持续发展。 公司持续聚焦锦纶长丝核心业务,产品结构持续优化,产品涵盖DTY、FDY、ACY、ATY、HOY、 POY六大品类,其中DTY为国家制造业单项冠军产品,ACY在细分领域排名第一。公司积极推进"年产 6.5万吨高品质差别化锦纶 ...
马云现身蚂蚁森林,深入荒漠地区了解六年环境改造成果
Qi Lu Wan Bao· 2025-08-20 07:32
Core Insights - Jack Ma, the founder of Alibaba, made a rare visit to the "Ant Forest" project after six years, focusing on ecological restoration and sustainable development challenges [1] - The visit has garnered significant attention, highlighting the importance of water resource management in extreme environments [2] Group 1: Project Achievements - As of April 22 this year, the Ant Group has donated over 4 billion yuan through the "Ant Forest" project, supporting desertification prevention and ecological restoration in 13 provinces [5] - The project has successfully planted 600 million trees, with over 90% located in the core area of the "Three-North" shelter forest program, contributing significantly to sandstorm control and land greening in northern China [5] Group 2: Community Engagement - The "Ant Forest" project has mobilized over 550 million users through an "Internet + Public Welfare" model, raising awareness about desertification and climate change [5] - Jack Ma's visit underscores the collaborative efforts between enterprises and society in promoting ecological construction [5]
马云现身蚂蚁森林:替大家看看树长得怎么样了
Qi Lu Wan Bao· 2025-08-20 03:50
8月19日,阿里巴巴创始人马云时隔六年再次前往荒漠地区,探访"蚂蚁森林"。 0:00 / 0:39 探访期间,马云还站在一棵树旁与树比高。 据此前报道,截至今年4月22日,蚂蚁集团通过"蚂蚁森林"项目已累计协议捐资40多亿元。 这些资金由公益组织和专业机构用于实施植树造林工作,支持内蒙古、甘肃、河北、陕西、宁夏、新疆等13个地区的荒漠化治理和生态修复。 目前,该项目已种下6亿棵树,其中9成以上分布在"三北"工程三大标志性战役地区。 (齐鲁晚报·齐鲁壹点客户端编辑 刁俊艳 综合大象新闻、蚂蚁森林新浪微博、荔枝新闻等) 视频显示,马云在探访过程中,一边行走一边与当地种树工作人员深入交流。 他表示,水资源是可持续发展的核心挑战,同时肯定了蚂蚁森林在极端环境下坚持生态修复的重要意义。 ...
中国驻冰岛大使何儒龙会见冰岛极地绿源公司董事长
人民网-国际频道 原创稿· 2025-08-20 03:40
哈德森表示,中冰现有合作项目成效显著,惠及两国发展与民生。这一成功模式展现出强大的生命力和示范效应,正向其他国家和地区拓展,使绿 色、可持续的实践惠及更广阔区域。 中国驻冰岛大使何儒龙会见冰岛极地绿源公司董事长哈德森。中国驻冰岛大使馆供图 人民网斯德哥尔摩8月20日电 (记者殷淼)当地时间8月19日,中国驻冰岛大使何儒龙会见冰岛极地绿源公司创始人兼董事长哈德森先生,双方就地 热开发与绿色能源转型合作深入交换意见。 何儒龙表示,中冰地热合作基础坚实、潜力巨大。深化该领域合作,不仅有助于推动两国能源转型与绿色发展,更能为共同应对气候变化、保护全球 环境作出积极贡献。中方愿与冰方一道,密切沟通,挖掘新潜力,为全球可持续发展注入新动力。 ...
赢创环氧固化剂生产采用可再生电力
Zhong Guo Hua Gong Bao· 2025-08-20 02:21
Core Viewpoint - Evonik has achieved 100% renewable electricity usage in its global epoxy curing agent production facilities, significantly reducing carbon emissions and supporting its climate goals for 2030 and 2050 [1] Group 1: Sustainability Initiatives - The use of renewable energy in epoxy curing agent production allows Evonik to reduce approximately one-third of its direct and indirect carbon emissions annually [1] - Evonik aims to achieve a 25% reduction in emissions by 2030 and become climate neutral by 2050 [1] Group 2: Strategic Actions - Evonik has committed to extensive green power and sustainable energy procurement, including trading green power certificates and establishing renewable electricity supply agreements [1] - The company is focused on expanding its sustainable product portfolio to meet customer demands for enhanced product sustainability [1] Group 3: Leadership Position - Evonik seeks to reinforce its position as a reliable long-term partner in the epoxy curing agent industry through its sustainability efforts [1]
YANCOAL AUS(03668) - 2025 H1 - Earnings Call Transcript
2025-08-20 02:02
Financial Data and Key Metrics Changes - Long coal production was 32.2 million tonnes, and attributable sellable coal production was 18.9 million tonnes, tracking well against full year production guidance [4] - Cash operating costs were $93 per tonne, flat compared to the previous year, with an implied cash operating margin of $40 per tonne [5][11] - Revenue for the first half was $2.68 billion, with operating EBITDA of $595 million at a 23% margin, reflecting a 15% decrease in revenue compared to the previous year [5][30] - Profit after tax was $163 million, with a fully franked interim dividend of $82 million declared, representing a 50% payout ratio [6][34] Business Line Data and Key Metrics Changes - ROM coal and saleable coal production were 15% to 16% higher than the first half of the previous year, while attributable sales were effectively flat due to temporary disruptions [10] - Attributable saleable coal was up 11% compared to the previous year, indicating strong operational performance despite challenges [12] Market Data and Key Metrics Changes - Realized thermal coal price was $138 per tonne, down 12% from the previous year, while metallurgical coal price was $207 per tonne, down 35% [23][24] - The company observed cuts to supply from Indonesia (12%) and Colombia (24%), which could support a recovery in international thermal coal prices [23] Company Strategy and Development Direction - The company aims to maintain low cash operating costs and optimize production volumes, product quality, and efficiency metrics to deliver the best outcomes for shareholders [36] - There is a focus on operational recovery and maintaining production guidance of 35 to 39 million tonnes for the full year [36] Management's Comments on Operating Environment and Future Outlook - Management noted that geopolitical events and weather disruptions impacted sales and logistics, but they are optimistic about recovering delayed shipments in the third quarter [20][30] - The company is confident in the demand for metallurgical coal, particularly from India and Southeast Asia, as these regions are expected to see growth [56] Other Important Information - The company retains a strong balance sheet with $1.8 billion in cash and no external debt, providing flexibility for future growth opportunities [6][34] - The capital expenditure guidance for 2025 is set at $750 million to $900 million, with ongoing investments required to ensure productivity [36] Q&A Session Summary Question: Why is the decline in profit from certain mines more drastic than others? - Management attributed this to the drop in API five prices, which affected margins, particularly from low CV coal [40][42] Question: Is the year-over-year increase in coal royalty per sellable tonne due to the royalty rate change? - The increase is due to both the royalty rate change and lower coal prices, resulting in a relatively flat royalty across periods [45][48] Question: How likely is it that inventory will be digested by year-end? - Management is on schedule to catch up on first-half underperformance and aims to reduce inventory by the end of August or early September [51][54] Question: What are the growth opportunities for coking coal outside of China? - Significant growth opportunities are seen in India and Southeast Asia, driven by infrastructure plans and GDP growth [56] Question: Are there plans for further expansion in coal production volume? - The company is focused on optimizing existing assets for productivity rather than significant expansions at this time [57][59] Question: What is the expected sales mix for 2025? - The sales mix is expected to remain relatively consistent, with minor variations due to production impacts from weather [80][82] Question: What is the interest rate on the cash balance held? - The company is currently receiving between 4% to 5% on its cash balance [85] Question: Will Yancoal consider acquisitions in China? - While open to growth opportunities, competing against the majority shareholder in China may not be practical [100] Question: How does the company assess potential M&A opportunities? - The company evaluates all opportunities in the best interest of shareholders, maintaining a strong balance sheet to support growth [90][92]