登录新浪财经APP 搜索【信披】查看更多考评等级 践行社会责任 我国作为世界最大的大宗商品消费国，孕育了世界上最为活跃的大宗商品供应链市场。在全球政治格局 变化、经济结构转型、绿色低碳发展和技术变革的推动下，全球产业链、供应链正加速重构，亟需发挥 供应链企业价值，强化资源保障能力，高效整合各类资源要素，降低产业链供应链成本，提升供应链效 率，赋能实体经济。 2024年，作为国内领先的大宗商品供应链集成服务商，浙商中拓全年共实现大宗商品实物量1.1亿吨， 同比增长13%，其中钢材近2600万吨，铁矿近3200万吨，煤炭超2600万吨。同时公司积极拓宽海外资源 渠道，2024年国际业务营收达621亿元，业务区域覆盖83个国家和地区。 转自：新华财经 近日，华证指数公司和万得（Wind）更新2025年ESG评级结果，浙江省交通集团旗下浙商中拓基于在 环境、社会和公司治理（ESG）取得的务实努力和工作成果，华证ESG评级由BBB跃升至AA，Wind ESG评级由BBB上调至A，均为公司历年ESG评级最高等级，彰显了资本市场对浙商中拓可持续发展水 平和社会责任履行的充分肯定。 浙商中拓一直秉承"让产业链更集约、更绿色、 ...

Group 1 - The outperformance of Business Development Companies (BDCs) is likely over for the foreseeable future, indicating a shift in market dynamics [1] - Previously, the BDC market was characterized by high-yielding income streams, growing dividends, and increasing market sizes [1] Group 2 - The article does not provide any additional relevant information regarding companies or industries beyond the BDC market performance [2][3]

RT Bloomberg Live (@BloombergLive)ICYMI: “Looked back at nine years of news data.. We’ve used news codes… to identify when ESG events happen…we’re also looking to see if there’s a correlation between that event and stock price or credit spread,” Bloomberg’s Eric Kane at #SustainableBizSummit.⏯️https://t.co/b0vvJfzqk9 ...

Core Viewpoint - The article highlights the exceptional performance and investment strategies of Hou Hao, a fund manager at China Merchants Fund, particularly in the consumer sector and index investment, establishing him as a prominent figure in the industry [2][3][4]. Group 1: Fund Manager Profile - Hou Hao joined China Merchants Fund in July 2009, with a background in risk management and quantitative investment, which has shaped his investment methodology [3]. - His investment philosophy emphasizes understanding the intrinsic value of companies and maintaining a long-term perspective rather than engaging in short-term speculation [3][4]. Group 2: Performance of Funds Managed - The China Merchants CSI Wine Index Fund, managed by Hou Hao, has achieved a cumulative net value growth rate exceeding 300% since its inception in May 2015, ranking among the top in its category [4]. - The fund recorded an annualized return of over 40% from 2017 to 2020, with a remarkable 113.34% return in 2020, ranking 3rd among 717 similar funds [4]. - The China Merchants CSI Coal Equal-weight Index Fund, established on May 20, 2015, has a return of 36.19% since inception, with a year-to-date return of -5.75% as of June 27 [5][6]. Group 3: Investment Strategy and Market Insights - Hou Hao's investment strategy involves in-depth industry research to identify high-quality targets with long-term competitive advantages, particularly in the consumer sector [3][4]. - He has effectively navigated the structural changes in the consumer industry, capturing investment opportunities during market adjustments, such as in the liquor sector [4]. - The China Merchants Bank Index Fund, launched on May 20, 2015, has a return of 99.05% since inception, with a year-to-date return of 14.78% as of June 27 [10][11]. Group 4: Market Conditions and Future Outlook - The banking sector has benefited from favorable macroeconomic policies, leading to a recovery in credit demand and improved asset quality, which supports the performance of the funds [12]. - The fund's strategy includes closely tracking the CSI Bank Index and making adjustments based on market dynamics, maintaining a stock position of approximately 94.5% [12][13]. - Hou Hao's approach combines quantitative timing indicators and algorithmic trading to optimize returns while managing risks effectively [13][14].

对于一些非上市公司，可持续发展报告（亦称ESG报告）往往是观察其业务架构和战略布局的重要窗 口。如何将ESG与时代发展、企业基因结合，考验着企业面向未来的变革思路。 6月30日，蚂蚁集团发布《2024年可持续发展报告》。《中国经营报》记者注意到，面向AI时代，蚂蚁 可持续发展战略在今年也进行了整体刷新——全面聚焦智能时代创造普惠服务新可能，以解决社会问题 为导向创造价值。 记者注意到，报告显示，蚂蚁集团2024年主要推动将AI应用在金融、医疗、生活三大重点场景，推出 三大AI管家（健康管家、理财管家和生活管家）累计服务用户超1.3亿，其中有43%来自三线及以下城 市；重点布局的"AI健康管家"至2025年6月已服务超7000万用户。 金融一直是蚂蚁集团的基本盘和主战场，而支付则是根基。在支付领域，从"扫码付""刷脸付"到2024年 推出"碰一下"付款，技术迭代持续。官方数据显示，截至2025年4月，"碰一下"目前已覆盖全国400多个 城市的超1亿用户，一半是30岁以下年轻人。 金融之外，蚂蚁集团在医疗领域持续加码。官方数据显示，支付宝已累计激活医保电子凭证超6.6亿用 户。从推出首个数字健康人"安诊儿"、发布 ...

出品｜虎嗅ESG组 作者｜陈玉立 头图｜AI生成 本文是#ESG进步观察#系列第137篇文章 本次观察关键词：可持续商业 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。 贸易商出货的CD品隔膜受制于成本等条件不可能做洁净车间控湿车间的，也会进一步增加隔膜的风 险。" 在爆雷后，不少网友在社交媒体反映，没有3C认证的充电宝不被允许带上飞机。6月26日下午，中国 民航局正式发文：自6月28日起禁止旅客携带没有3C标识以及被召回的充电宝乘坐境内航班。 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 ...

Core Insights - Baltic Horizon Fund has released its annual ESG report for 2024, highlighting its commitment to environmental, social, and governance practices since the introduction of its ESG strategy in 2019 [1][2]. ESG Performance Highlights - The Fund maintained a 100% portfolio BREEAM certification in 2024, with the office building Meraki achieving an Excellent rating in its BREEAM New Construction certificate [3]. - The Fund's green lease coverage reached 98% by the end of 2024, with a goal to achieve 100% coverage [4]. - In 2024, 23% of the Fund's real estate investments met the EU taxonomy substantial contribution criteria, up from 14% in 2023 [5]. - 86% of the Fund's properties used renewable electricity in 2024, with two assets featuring on-site solar panels and private power purchase agreements signed to enhance renewable energy sourcing [6]. GRESB Participation - The Fund participated in the Global Real Estate Benchmark (GRESB) in 2024, receiving a 3-star rating and developing an action plan to achieve a 4-star rating in 2025 [7].

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Beifang International, indicating a decline in revenue and profit, alongside a low PE ratio compared to industry averages [1][2] - As of July 1, Beifang International's stock closed at 12.09 yuan, with a PE ratio of 13.46, marking a new low in 86 days, and a total market capitalization of 12.953 billion yuan [1] - The engineering construction industry has an average PE ratio of 13.43, with a median of 20.04, positioning Beifang International at 38th among its peers [1][2] Group 2 - For the first quarter of 2025, Beifang International reported a revenue of 3.650 billion yuan, reflecting a year-on-year decrease of 27.22%, and a net profit of 177 million yuan, down 32.97% [2] - The company's sales gross margin stands at 13.03% [2] - Beifang International has a strong focus on ESG management, having received a "five-star" rating for its 2023 ESG report and various accolades for its practices in corporate social responsibility [1]

6月27日，在"ISSB可持续披露准则先学伙伴成都研讨会暨第三届零碳大会"上，水井坊等四家企业正式 加入多家领军企业联合发起的"供应链ESG管理倡议" (Supply Chain ESG Stewardship Initiative，简称 SCSI)。该倡议由13家龙头企业发起，于6月13日在"2025 ESG与高质量发展创新论坛"上正式启动，旨在 响应联合国2030年可持续发展目标，以环境友好、社会责任与高效治理为基石，构建兼具可持续性、韧 性与竞争力的供应链生态体系，共筑全球可持续共赢新格局。 CSI 供应链ESG管理倡议 "供应链ESG管理倡议"(Supply Chain ESG Stewardship Initiative,简称SCSI)响应联合国2030年可持续发展目标, 以环境友好、社会责任与高效治理为基石,构建兼具可持续 性、韧性与竞争力的供应链生态体系,共筑全球可持续共赢 新格局。我们的目标是构建兼具科学性与包容性的供应链 ESG评估标准体系,打破因标准差异导致的重复审核困局, 重塑高效合规的审核流程,推动供应链ESG绩效与金融产 品的创新融合,助力企业深度嵌入全球价值链,加速全球 可持续目标 ...

Core Viewpoint - Meituan's 2024 Corporate Social Responsibility Report highlights the company's commitment to employee welfare, particularly for delivery riders, and introduces innovative initiatives like the Employee Charity Month Donation Plan [1][9]. Group 1: Employee Welfare and Earnings - The average monthly income for high-frequency riders ranges from 6,650 to 9,344 yuan, with a total of 3.36 million active riders on the platform [7]. - Meituan has initiated a pilot program for rider pension insurance, with plans to expand coverage to over 600,000 riders by the end of 2024, involving an investment of 1.4 billion yuan [7]. - The company has launched a Rider Growth Plan, which includes educational opportunities and career development initiatives, successfully sending 385 riders to study logistics management [7]. Group 2: Social Responsibility Initiatives - Meituan's report emphasizes rider rights protection, boosting consumption in rural areas, and contributing to common prosperity, with a specific focus on promoting green consumption [5][6]. - The company has established the Kangaroo Baby Public Welfare Program to support the children of riders facing severe illnesses or accidents, with 301.17 million yuan allocated for assistance [8]. - The Employee Charity Month Donation Plan encourages employees to donate 1 yuan daily, creating a system where donations translate into charity points that can be exchanged for benefits [9][10]. Group 3: ESG Reporting and Strategy - Meituan employs a dual-track disclosure model for its ESG (Environmental, Social, and Governance) and CSR (Corporate Social Responsibility) reports, balancing regulatory compliance, market demand, and corporate strategy [2][5]. - The company’s CSR report consists of three main sections: sharing a better life, co-prospering in the industry, and building a better society, with the guiding principle being "Technology for People, Together Better" [2][5]. - Experts suggest that the dual reporting approach allows Meituan to effectively communicate its social responsibility in the domestic market while aligning with international ESG standards [5][6].