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充电宝厂商因何爆雷?
Hu Xiu· 2025-07-01 02:31
充电宝行业这次算是爆雷了。 6月以来,安克创新、罗马仕等知名品牌相继宣布召回超过120万台充电宝,其中充电宝龙头罗马仕三款型号(PAC20-272、PAC20-392、PLT20A-152)召回 量就达49万台。 关于为什么要召回,公告中提到的原因包括"电芯原材料缺陷""隔膜绝缘失效"等,这背后直指电芯安全隐患,即隔膜失效引发的胀气与热失控。 安全隐患因何存在? 在安克创新的召回公告中,明确写有这样一段话:某供应商部分批次的行业通用电芯,存在未经批准的材料变更,这可能导致极少数产品在长期循环使用后 隔膜绝缘失效,进而引发过热。 虎嗅咨询隔膜行业专家获悉,隔膜是锂电池中位于正负极之间的微孔薄膜,其核心作用是防止正负极直接接触,从而避免短路。这种物理隔离不仅保护了电 池的正常工作,还极大地提高了电池的安全性。如果隔膜失效,正负极可能会直接接触,导致剧烈的内部短路,进而引发热失控、燃烧甚至爆炸。 无疑,充电宝是否安全的关键在于那层仅几十微米厚、却关乎生死的隔膜。 那么,充电宝电芯行业的现状是什么?"充电宝电芯这个行当的隔膜基本都是一些贸易商从隔膜公司采购的C/D品二次加工后,再给这些充电宝电芯的企 业,基本没有太高 ...
深度剖析建筑行业发展:机遇、挑战与转型之路
Huan Qiu Wang· 2025-07-01 01:48
报告显示,2024年30家上市公司的新签合同额合计人民币184,411.76亿元,同比下降3.44%(数据来源:安永《中国上市建筑公司2024年回顾及未来展望》 报告)。在这一背景下,境外业务占比及变化情况备受瞩目。 安永大中华区政府与基础设施事业部主管合伙人兼安永北京主管合伙人杨淑娟在接受环球网记者采访时表示,尽管2024年整体新签合同额有所回落,但部分 领军企业的境外业务占比却逆势上扬。以中国建筑为例,其境外新签合同额同比增长19%,这一强劲增长无疑为行业注入了新的活力,彰显了中国建筑企业 在国际舞台上的竞争力。 杨淑娟介绍,2024年建筑企业境外业务占比小幅提升,如中国建筑境外新签合同额同比增长19%。企业"走出去"时,需关注政治、法律、财税、金融、供应 链及运营等风险。全球地缘政治风险加剧,企业要构建"穿越周期的新生存法则",重视风险管控与合规管理。 中国建筑企业出海已取得一定成效,但面临诸多挑战。为此,杨淑娟认为,企业应聚焦核心业务、创新项目模式、明晰战略方向、深耕重点区域、优化协同 发展体系以及赋能海外机构。当前国际市场机遇与挑战并存。一方面,全球经济复苏乏力、地缘政治风险持续存在;另一方面,"一 ...
雅本化学ESG评级升至AA级 绿色创新引领可持续发展新风尚
Quan Jing Wang· 2025-07-01 01:41
Core Viewpoint - Yabao Chemical has been upgraded from a BBB to an AA ESG rating, the highest in the industry, reflecting its leadership in green transformation and sustainable development [1] Group 1: ESG Initiatives - Yabao Chemical actively responds to the Science Based Targets initiative (SBTi) and aims for a 1.5°C temperature control target, committing to the long-term vision of the Paris Agreement [1] - The company has set clear emission reduction targets based on 2022 levels for Scope 1, Scope 2, and Scope 3 emissions, with plans to achieve these by 2033 [1] - Yabao Chemical successfully passed the SBTi's rigorous target verification in June 2025, marking a significant milestone in its commitment to global climate governance [1] Group 2: Technological Innovation - Yabao Chemical is increasing its R&D investment, with a projected R&D expenditure of 123 million yuan in 2024, establishing an innovation system covering the entire product lifecycle [2] - The company has made breakthroughs in its subsidiary Nantong Yabao's diazotization technology, improving reaction efficiency and addressing issues in traditional processes [2] - The company’s antiviral drug pilot project has commenced operations at the Lanzhou pilot base, enhancing its market competitiveness in antiviral drug development [2] Group 3: Social Responsibility and Talent Development - Yabao Chemical has established harmonious labor relations and respects employee rights, with all major production bases certified under ISO 45001 for occupational health and safety management [3] - The company has invested over 10 million yuan in safety management training projects to create a safer and more efficient working environment [3] - Yabao Chemical promotes employee development through diverse training programs and career advancement systems, fostering employee engagement and creativity [3] Group 4: Future Commitment - Yabao Chemical will continue to uphold its development philosophy of green, innovation, efficiency, and reliability, deepening ESG strategic practices [4] - The company aims to collaborate with various sectors to explore paths for green growth and inclusive high-quality development, contributing to global sustainable development goals [4]
沪港协同擘画金融发展新蓝图
Ren Min Ri Bao Hai Wai Ban· 2025-06-30 22:46
Core Viewpoint - The signing of the "Shanghai-Hong Kong International Financial Center Collaborative Development Action Plan" marks a significant step in enhancing cooperation between Shanghai and Hong Kong, two major international financial centers in China [1][2]. Group 1: Collaboration and Mutual Benefits - Shanghai and Hong Kong are described as natural partners in China's financial development, with Shanghai serving as a "window" for reform and Hong Kong as a "super connector" to the global market [2]. - The launch of the Shanghai-Hong Kong Stock Connect in 2014 initiated a series of successful financial collaborations, leading to a current foreign investment holding of 3 trillion yuan in A-shares [2]. - New mechanisms like the "Bond Connect" and "Cross-Border Wealth Management Connect" have strengthened the financial link between the two regions, with recent demand for Hong Kong's long-term RMB bonds increasing by 3 to 4 times compared to initial sales [2]. Group 2: Action Plan Details - The "Action Plan" focuses on six areas, including infrastructure connectivity, co-building financial product service systems, and strategic complementarity in offshore finance, comprising 38 specific measures [3][4]. - The plan aims to facilitate mainland enterprises in "going global," with Hong Kong enhancing its role as a facilitator for mainland companies seeking to list abroad, as evidenced by the recent IPO of CATL in Hong Kong [3][4]. Group 3: Future Goals and Global Influence - The collaboration aims to enhance the global influence of China in the financial sector, with discussions at the 2025 Lujiazui Forum focusing on financial product innovation, market connectivity, and regulatory cooperation [5]. - There is a strong emphasis on ESG (Environmental, Social, and Governance) as a focal point for future cooperation, with plans to establish unified standards and promote green finance initiatives [5][6]. - The integration of Shanghai's onshore capabilities with Hong Kong's offshore advantages is expected to contribute significantly to global financial governance, enhancing China's role in the international financial landscape [6].
2025年上半年债券承销排行榜
Wind万得· 2025-06-30 22:33
一级市场发行统计 根据Wind数据统计,截至2025年上半年,中国内地债券市场总存量达188.11万亿,较年初增加12.12万亿。其中利率债116.59万亿、信 用债50.39万亿和同业存单21.12万亿。 Wind统计各类债券发行数据显示,2025年上半年中国内地债券发行较往年增速趋缓,各类债券发行合计17.4万亿,同比增长6%。利 率债发行达到16.9万亿,同比增长37%,其中国债同比增长35%、地方政府债同比增长57%,政策性金融债同比增长19%。信用债发行 10.4万亿,同比增长6%。同业存单累计发行17.4万亿,同比增长6%。 5月7日,中国人民银行、中国证监会、交易商协会相继发布科技创新债券配套政策,引发市场热议。 Wind 建立了相应债券板块,记 录了银行间、交易所依据新规发行的所有科技创新债券。同时,为反映发行承销情况, Wind 本次推出科技创新债券承销排行榜,用 户可通过"一级市场-债券承销排名(Wind口径)",筛选"概念板块-科技创新债券"进行同步查阅。 Wind 绿色债券承销排行榜公布以来受到市场广泛关注,为更加深刻反映绿债在细分市场的发行承销情况, Wind 建立了绿色债券 (NA ...
X @Bloomberg
Bloomberg· 2025-06-30 22:30
A Paris-based ESG data firm specialized in real estate is planning to dramatically increase its presence in the US, based on an assessment that Americans will soon need to pay more attention to how energy efficient their homes and offices are https://t.co/B9WFTHqQVN ...
WASTE CONNECTIONS ANNOUNCES DATES FOR SECOND QUARTER 2025 EARNINGS RELEASE
Prnewswire· 2025-06-30 20:05
TORONTO, June 30, 2025 /PRNewswire/ -- Waste Connections, Inc. (TSX/NYSE: WCN) ("Waste Connections" or the "Company") today announced that it will report financial results for the second quarter of 2025 after the close of the stock market on July 23, 2025. The Company will be hosting an investor conference call related to this release on July 24th at 8:30 A.M. Eastern Time. Waste Connections logo. (PRNewsFoto/Waste Connections, Inc.) (PRNewsFoto/WASTE CONNECTIONS_ INC_) A live audio webcast of the conf ...
昱能科技: 2024年环境、社会及治理(ESG)报告
Zheng Quan Zhi Xing· 2025-06-30 16:46
Core Viewpoint - The company emphasizes its commitment to green, low-carbon, and sustainable development, leveraging technological innovation to drive steady growth in performance while addressing the increasing global demand for renewable energy [2][4]. Group 1: Company Overview - Yuneng Technology Co., Ltd. was established in 2010 and is listed on the Sci-Tech Innovation Board with the stock code 688348 [2]. - The company focuses on the research and industrialization of micro-inverter technology and provides distributed photovoltaic + energy storage solutions [2][5]. - As of the end of 2024, the company achieved a revenue of 1.77 billion RMB and a net profit of 140 million RMB [2]. Group 2: Governance and Compliance - The company has optimized its governance structure by integrating ESG management into its strategic planning and decision-making processes [2][5]. - It adheres to various regulatory guidelines, including the Shanghai Stock Exchange's self-regulatory rules for listed companies [2][5]. - The board of directors has established a dedicated ESG committee to enhance the integration of sustainability into corporate governance [5][8]. Group 3: Innovation and R&D - The company has invested significantly in R&D, with R&D expenses accounting for 5.31% of its revenue, and has a total of 9,405.91 million RMB in R&D investment [2][4]. - It has developed a range of innovative products, including MLPE component-level power electronics, with cumulative sales exceeding 6 GW and a total power generation of 7 TWh [2][4]. - The company has established partnerships for industry-academia-research collaboration to foster continuous innovation [2][4]. Group 4: ESG Performance - The company has implemented various environmental management practices, achieving a cumulative reduction of carbon dioxide emissions [2][4]. - It has a 100% compliance rate for qualified suppliers and has conducted extensive training for employees, totaling 62,664 hours [2][4]. - The company actively engages in social responsibility initiatives, collaborating with numerous NGOs to support community development [2][4]. Group 5: Market Position and Global Reach - The company has established a global marketing network, with products sold in over 156 countries and regions [2][5]. - It has set up subsidiaries in key international markets, including the USA, Netherlands, and Australia, to enhance its global presence [2][5]. - The company has been recognized as a national-level "specialized and innovative" small giant enterprise, reflecting its strong market position [2][5].
28家A股公司发布中期业绩预报 19家预计净利润增长
Zheng Quan Ri Bao· 2025-06-30 16:39
统计显示,截至6月30日,共有28家A股上市公司发布了2025年上半年业绩预告。其中,有19家公司预 计上半年净利润呈现不同程度地增长。 大多数预计利润增长的公司在公告中表示,业绩向好得益于国际市场的拓展、毛利率提升、产品结构调 整、降本增效等因素。 河北环博科技有限公司总经理陈晶晶告诉《证券日报》记者,从已发布业绩预报的上市公司情况来看, 科技板块的景气度比较高,这背后是AI驱动、政策扶持、全球需求复苏等因素共同推动的结构性红 利,因此业绩增长的公司主要集中在多个高门槛细分领域。 张家港广大特材股份有限公司(以下简称"广大特材")预计,2025年半年度,公司实现营业收入为25亿 元,与上年同期(法定披露数据)相比,将增加6.19亿元,同比增长32.91%。 对于业绩增长的原因,广大特材在公告中解释,公司下游所属行业需求整体向好,产销两旺,预计营业 收入实现同比增长32.91%。报告期内,根据市场变化情况适时优化内部产品结构,公司采取了一系列 降本增效措施,整体毛利率进一步修复,盈利能力增强。募投项目效益进一步显现。 进入7月份之后,上市公司将陆续披露正式的中期财报,而在此之前发布的业绩预告,也是投资者重要 ...
苏豪弘业: 苏豪弘业关于“提质增效重回报”行动方案的公告
Zheng Quan Zhi Xing· 2025-06-30 16:23
Core Viewpoint - The company has announced an action plan titled "Enhancing Quality and Efficiency to Return Value," aimed at improving operational quality and increasing investor returns in response to national policies and market conditions [1][5]. Group 1: Focus on Core Business and Operational Quality - The company aims to enhance its core competitiveness by focusing on brand development, increasing R&D efforts, and integrating AI into its toy business to create differentiated products [2][3]. - The company plans to strengthen its supply chain and logistics capabilities while expanding into new markets, particularly in the context of the Belt and Road Initiative [2][3]. Group 2: Innovation and Value Creation - The company is committed to innovation-driven development, increasing R&D investment, and collaborating with research institutions to foster technological advancements [2][3]. - The company intends to upgrade its toy design and R&D center to enhance its independent innovation capabilities and transition from OEM to ODM models [2][3]. Group 3: Corporate Governance and Compliance - The company is focused on improving its internal control and compliance management systems, ensuring adherence to legal and regulatory requirements [3][4]. - The company is enhancing its board structure and governance practices to support strategic decision-making and risk management [4]. Group 4: Accountability and Shareholder Engagement - The company emphasizes the importance of accountability among its executives and has implemented a performance-based compensation system linked to long-term goals [4][5]. - The company is committed to maintaining stable dividends and has outlined a shareholder return plan for the next three years, with a cumulative cash dividend of 74.03 million yuan, representing 70.80% of the net profit attributable to shareholders over the past three years [5]. Group 5: Investor Communication and Transparency - The company prioritizes investor relations management and has established protocols for effective communication and response to investor inquiries [5]. - The company is exploring various methods to enhance transparency and convey its investment value to stakeholders [5].