可持续发展

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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]
向高收入经济体发展水平迈进
Sou Hu Cai Jing· 2025-08-20 00:44
经济发展动力转向创新与开放,更是江西摆脱路径依赖、突破地理约束、重塑发展格局的必然选择。其 一,坚持创新驱动,培育新质生产力,才能推动江西经济从要素投入转向价值创造。无论是大力推动制 造业数字化转型,还是综合科技创新水平指数提升到64.52%,背后的逻辑都是使经济增长不再单纯依 赖GDP的规模性扩张,而是追求量质齐升、动能澎湃。 其二,从内陆腹地变为开放前沿,深度融入长三角、粤港澳大湾区产业链,有赖于营商环境的优化、开 放能级的提升。"十四五"时期,我们谋划实施300多项改革举措,以一流营商环境护航民营经济发展, 加快打造内陆地区改革开放高地,打通了经济循环脉络,重构了产业空间布局,激活了区域协同动能, 为江西经济高质量发展增添了新动力、拓展了新空间。 与此同时,基础设施的跨越式发展、城乡融合的加速,以及生态"优等生"地位的巩固,夯实了可持续发 展的基础,为江西塑造长期竞争力。在全国率先实现设区市时速350公里高铁全覆盖,80%以上县通双 高速;城镇化率达64.5%,脱贫地区农村收入年均增9.4%,高于全省均值;全省森林覆盖率稳定在 63.1%、位居全国第二,42项改革成果列入国家推广清单……每一个数据的背后 ...
去年卖了86.1万辆新能源车同比增长超六成
Chang Jiang Ri Bao· 2025-08-20 00:27
除了"数字人首秀"和数据刷屏,大会上还表彰了一批在乡村振兴、社会责任领域表现突 出的集体和个人。东风日产、东风本田等单位上榜,岚图汽车和研发总院的案例拿奖。 荣誉:入选"央企责任管理·先锋30指数(2024)",拿下"责任企业奖",还凭借产业园 项目案例入选"央企社会责任十佳案例"。 成绩单:2024年营业收入3743.5亿元,纳税228.5亿元;全年销量248.1万辆,其中新能 源车就卖了86.1万辆,同比增长64.4%。 创新力:研发投入105.6亿元,研发人员超过1.5万名,有效专利累计突破1.5万件,新增 发明专利连续两年行业第一。 科技味儿也很足。报告里提到,东风岚图、东风云峰工厂双双获评国家级智能制造示范 工厂,"东风智码"编程助手上线,帮工程师写代码还能守护数据安全。放眼海外,东风去年 出口24.6万辆车,其中乘用车出口18.2万辆,同比增长4.7%;商用车出口6.4万辆,同比增长 11.7%,步子越走越稳。 悦东风AI相"链",8月19日,东风汽车"2025年社会责任大会暨可持续发展共创周启动 会"别有新意——《东风汽车2024可持续发展报告》不是领导宣读,而是由一位AI数字人来 解读。 "大 ...
马云现身蚂蚁森林
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-20 00:27
据"蚂蚁森林"微博,8月19日,阿里巴巴创始人马云探访"蚂蚁森林"。 视频中,网友认出了骑车的马云,激动到语无伦次地向他打招呼:"是马老师吗?"马老师则回头微笑着和网友打招呼,并回复"很凉 快"。 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。 探访期间,马云还站在一棵树旁与树比高。 马云近期频繁现身 7月17日,有网友晒视频称在西湖夜游时偶遇骑车的马云,引发关注。 据21世纪经济报道,从2024年底至今,马云已多次在杭州露面。去年12月8日,马云亮相蚂蚁园区,并在支付宝和蚂蚁集团二十周年活 动现场致辞,着重提及了对于AI的思考。 2025年2月11日,马云现身阿里杭州园区。据消息人士透露,马云前往了阿里园区A区1号楼闲鱼工位。 2025年4月10日,阿里云新财年启动会在杭州云谷园区举行,马云到场发表演讲。他表示,高科技绝不仅是征服星辰大海,更应该呵护 人间烟火。科技人员的责任,不是让AI取代人类,而是让AI更懂人类、更好地服务人类。 今年5月9日,马云现身阿里总部"创业公寓"湖畔小屋,现场鼓励 ...
马云现身蚂蚁森林
21世纪经济报道· 2025-08-20 00:24
Core Viewpoint - The article highlights the recent public appearances of Jack Ma, emphasizing his engagement with ecological initiatives and the importance of sustainable development, particularly through Ant Forest's efforts in ecological restoration [3][5]. Group 1: Jack Ma's Recent Activities - Jack Ma has been frequently spotted in Hangzhou, with notable appearances including a visit to the Alibaba headquarters and interactions with employees, encouraging innovation and entrepreneurial spirit [5]. - On July 17, a video surfaced showing Jack Ma cycling by West Lake, where he greeted fans, indicating his approachable demeanor [5]. - Ma's presence at various events, such as the 20th anniversary of Ant Group and discussions on AI, reflects his ongoing involvement in the company's strategic direction [5]. Group 2: Focus on Sustainability - During a recent visit, Ma emphasized that water resources are a core challenge for sustainable development and praised Ant Forest's role in ecological restoration under extreme conditions [3]. - The article underscores the significance of technology in enhancing human life, as articulated by Ma during his speeches, where he stated that the responsibility of tech professionals is to ensure AI serves humanity better [5].
一场跨越山海的发展之约
Ren Min Ri Bao· 2025-08-19 22:46
8月,天山脚下绿意盎然。由国家国际发展合作署全球发展促进中心主办的全球发展青年领袖之家2025 年"中国行"活动在新疆举行,来自德国、澳大利亚、埃及、泰国、柬埔寨、塔吉克斯坦等近20个国家的 30余名青年代表开展调研参访、交流对话。从乌鲁木齐国际大巴扎的市井繁华,到喀什古城的千年巷 陌,从固原巷社区的民生温度,到昌吉的新疆农业博览园的科技亮色,外国青年代表近距离感知中国式 现代化的新疆实践,凝聚发展合作的国际共识。 民生现场暖人心 社区里,舞蹈室的节拍明快、娱乐室的笑声爽朗、助餐点的饭菜飘香,每一处细节都浸润着民生暖意。 在乌鲁木齐市固原巷社区看到的一幕幕,让澳大利亚青年代表纳迪娅感慨不已。"老人们在舞蹈室舒展 身姿,孩子们在训练室锻炼——这就是以人民为中心的生动写照。"她说,"作为少数民族占比超95%的 多民族社区,这里多元文化和合共生,我们可以从中汲取多元发展的有益经验。" 柬埔寨工业和科技创新部首席技术转让官拉克斯梅目睹各族群众和睦相处的场景,深有感触地说:"从 政策制定到民生落地,中国共产党治国理政的智慧,就体现在老百姓的日常生活中。政府搭建发展平 台、铺就幸福之路,让各族群众共享发展成果、共沐民生温 ...
马云时隔六年再现身蚂蚁森林,和树比高
第一财经· 2025-08-19 15:56
Core Viewpoint - The article highlights Jack Ma's visit to the "Ant Forest" project, emphasizing the importance of sustainable water resources and ecological restoration in extreme environments [3][4]. Group 1: Ant Forest Project - Over the past nine years, Ant Group has committed over 4 billion yuan to the "Ant Forest" project, which has supported desertification control and ecological restoration across 13 provinces, including Inner Mongolia, Gansu, Hebei, Shaanxi, Ningxia, and Xinjiang [8]. - The project has successfully planted 600 million trees, with over 90% of these trees located in the core areas of the "Three North" project [8]. Group 2: Jack Ma's Engagement - During his visit, Jack Ma engaged in discussions with local tree-planting staff, highlighting the significance of their work [2][4]. - He was seen standing next to a tree, symbolizing his commitment to the ecological initiatives [6].
从奶茶杯回收到再生T恤,美团青山计划让环保扎根消费场景
Sou Hu Cai Jing· 2025-08-19 15:30
近日,美团青山计划发布八周年进展。截至 2025 年7月底,超过260万商家拥有"商家青山档案",累计有超过5.2亿美团外卖用户使用过 "无需餐具" 功 能,产生超100亿次相关订单。同时,美团青山计划在全国20个省份的 24个城市落地规模化垃圾分类及餐盒回收项目,累计回收塑料餐盒超3.7万吨。 美团核心本地商业CEO王莆中表示,未来将更深度结合用户消费场景,把平台连接力变成生态守护力,打造一个"人人可参与、人人愿参与"的绿色低碳消 费生态;同时以"科技支撑+公益驱动"的双重力量,与生态伙伴们共同探索可持续的发展路径,共筑绿水青山。 在复旦大学的宿舍区,两台奶茶杯回收机让环保融入日常。学生扫描二维码、投入撕掉标签的空杯后,机器即刻称重并通过"爱回收"账户返还奖励。罗同 学对此感触颇深:"教室与宿舍来往的路上就能随手完成回收,环保变得简单又方便。"除奶茶杯外,回收点还接收衣物、纸箱、塑料瓶等物品。这些悄然 改变垃圾处理习惯的回收点,正让环保意识在消费场景中扎根生长。 这一便捷的回收网络源自美团联合喜茶、古茗等15家头部茶饮品牌发起的"立秋公益奶茶行动"。行动不仅推广易回收再生、少印刷的环保杯,更借助"爱 回收" ...
发布“史上最强”半年报,零跑成新势力第二家实现半年度盈利企业
Qi Lu Wan Bao· 2025-08-19 13:47
齐鲁晚报·齐鲁壹点 李璟瑶 8月18日,浙江零跑科技股份有限公司(以下简称零跑汽车)发布2025年半年度财报显示:2025年上半年,零跑汽车 首次实现半年度净利润转正,成为中国造车新势力中第二家实现半年度盈利的企业。 2025年上半年,零跑交付新车221664台,位居中国新势力品牌销量榜首,较2024年同期交付量增长155.7%;实现营业 收入242.5亿元,较2024年同期增加174%;毛利率为14.1%,半年度毛利率创公司成立以来新高;同时,零跑在手资金 充裕达295.8亿元,并保持正向经营现金流与自由现金流。 值得一提的是,7月,零跑还首次入围2025《财富》中国500强榜单,并是榜单中唯一新进的新能源车企;月销量首次 突破5万台,并是当月唯一突破5万台的新势力品牌,连续5个月稳居中国新势力品牌月销量榜首。 产品矩阵全面爆发,科技普惠铸就新能源市场现象级表现 2025年,零跑汽车密集推出B平台两款全新车型及C平台三大焕新产品,以颠覆性产品力重塑大众化新能源市场格局。 其中: 零跑C10上市16个月全球交付破15万台,单月交付量最高超过1.4万台;截至目前,C10连续3个月稳居造车新势力品牌 中型SUV销 ...