21世纪经济报道记者卢陶然、李德尚玉 北京报道 "多圈层"的地球系统预报要来了，将服务碳排放评估与减排路径优化 12月18日，中国气象局召开《地球系统预报发展战略（2025—2035年）》（以下简称《战略》）新闻发 布会。发布会上，中国气象局预报预测司司长梁丰介绍， （原标题：中银证券等38款APP被通报下架｜ESG热搜榜） 中银证券等38款APP被上海市通信管理局通报下架 12月18日，上海市通信管理局发布关于下架38款侵害用户权益行为APP（SDK）的通报，中银证券、观 察者网、众安家等在其中。通报称，根据相关法律法规及文件要求，上海市通管局对APP（SDK）违法 违规收集使用个人信息等问题开展治理。2025年11月，上海市通信管理局向社会公示了一批存在侵害用 户权益行为的APP（SDK）。但在规定的整改期限内，经核查复检，尚有38款APP（SDK）未按照要求 落实整改，现对上述APP（SDK）采取下架处理。上海市通信管理局表示，将对上述APP（SDK）持续 跟踪，视情况进一步采取停止接入、行政处罚、纳入电信业务经营不良名单等处理措施。 更可靠的地球系统预报是应对气候变化与生态文明建设的核心科学支撑。通过 ...

Group 1 - The report highlights the performance of the North Exchange in 2025, indicating a significant rise in the North Index 50 to around 1400 points, with three distinct phases of market movement: rapid increase, oscillating rise, and a correction phase [2][12][15] - In the rapid increase phase (January 1 - March 11, 2025), the North Index 50 surged from 1,037.81 to 1,418.65 points, achieving a cumulative return of 36.70%, while the specialized index rose from 1,683.33 to 2,421.50 points, with a return of 43.85% [15][16] - The oscillating rise phase (April 7 - September 5, 2025) saw the North Index 50 increase from 1,044.07 to 1,647.01 points, yielding a cumulative return of 58.70%, and the specialized index from 1,759.64 to 2,806.39 points, with a return of 66.72% [16][17] Group 2 - The correction phase (September 15 - December 19, 2025) stabilized the North Index 50 and specialized index around 1400 and 2400 points, respectively, with the North Index 50 declining to 1,445.84 points and the specialized index to 2,440.21 points, resulting in cumulative returns of 39.32% and 44.96% [17][23] - The report emphasizes the performance of small-cap stocks, indicating that companies with market capitalizations of 0-20 billion, 20-40 billion, 40-80 billion, and above 80 billion had average returns of 54.08%, 38.60%, 18.26%, and 30.59%, respectively [26][31] - The report identifies that national and provincial-level "little giant" companies outperformed non-little giant firms, with average returns of 48.26%, 38.06%, and 39.19% for national, provincial, and non-little giants, respectively [27][29] Group 3 - The report highlights that national and provincial-level single champion companies achieved average returns of 59.27% compared to 39.61% for non-single champion companies [32][34] - In terms of industry performance, high-end equipment and new chemical materials sectors showed higher returns, with average returns of 50.20%, 28.67%, 48.49%, 40.43%, and 43.56% for high-end equipment, information technology, new chemical materials, consumer services, and biomedicine, respectively [34][36] - The report also notes that companies with new productive forces, ESG attributes, high scarcity, and high dividends had average returns of 50.49%, 48.44%, 49.14%, and 57.51%, respectively, indicating a strong performance in these categories [37][43]

Core Insights - Beyond Meat's product appeal has diminished due to high prices and shifting consumer sentiment [1][10] - The stock has experienced significant volatility, dropping over 70% year to date, with a brief spike in mid-October [1][6] - The company is facing declining sales and increasing net operating losses, indicating challenges for long-term growth [9][8] Sales Performance - Sales are declining across all segments except for international foodservice, which saw a modest increase of 2.4% [5] - U.S. revenue has decreased by 21% year over year, while international revenue has dropped by 13.3% [5] - The overall trend shows a loss of market share in a cooling plant-based meat industry [7] Financial Metrics - Beyond Meat's current market capitalization stands at $503 million [6] - The gross margin is reported at 5.98%, indicating pressure on profitability [7] - Net operating losses have increased to $34.9 million, up from $30.9 million in the same quarter last year, excluding a one-time impairment loss of $77.4 million [8] Industry Trends - The plant-based meat industry is experiencing a decline from its peak success in 2021 and 2022 [7] - Consumer sentiment towards ESG (Environmental, Social, and Governance) initiatives has weakened, impacting Beyond Meat's positioning as an environmental alternative [10][11] - Rising living costs and reduced emphasis on virtue signaling have made Beyond Meat's products less appealing [12]

会议审议并表决通过了《委员会工作条例》（讨论稿）。依据规范的选举流程，会议表决产生了第一届 负责人候选人（主任、副主任及秘书长）人选。新当选的洪涛主任和秘书长张英分别作了表态发言。 本次筹备会议的顺利召开，对于凝聚行业共识、汇聚各方力量，共同推动我国环境、社会与公司治理 （ESG, environment, social and governance）向可持续商业模式转型，探索可持续商业实践与创新模式， 服务国家绿色发展战略，具有重要的意义。 中国服务贸易协会副秘书长、工会主席李俊在致辞中表示，在当前经济发展的关键阶段，成立委员会具 备举足轻重的现实意义。委员会筹备组副组长、绿辰实业（重庆）集团有限公司徐少聪董事长向与会代 表介绍了委员会的筹备工作情况，委员会的成立将为我国可持续商业发展奠定了坚实理论基础和发展方 向。 在专家分享环节，世界绿色设计组织绿色循环产业专委会秘书长、青合循环经济与碳中和研究院蒋南青 院长，以及商务部研究院国际市场研究所所长、绿色经贸合作研究中心许英明主任，分别以"可持续产 品与贸易壁垒"和"绿色贸易发展趋势及展望"为主题进行精彩分享，为与会嘉宾提供了极具价值的国际 视野和前沿洞察。 ...

中新网杭州12月21日电(蓝伊旎)在高质量发展的背景下，企业应如何平衡利己主义和利他主义，持续推 进ESG实践？12月20日，"ESG：迈向可持续未来的责任担当"活动在杭州举办，来自长三角的专家学 者、企业代表共谋可持续发展新篇。 浙江工商大学战略企业家学院特聘院长、浙商总会新媒体委员会轮值主席胡宏伟从ESG核心内涵破 题："ESG理念中，环境(E)关乎人与自然的关系、社会(S)关乎人与人的关系，治理(G)则聚焦企业这一 核心责任主体，其本质是企业法人行为的价值体现，根植于企业价值观与责任理念。" "利他与利己并非对立，利他是更高水平的利己，ESG是人类文明发展到现阶段的必然范式，推进ESG 已成为企业的必然选择。"杭州国际传播中心负责人、浙商总会公益慈善专委会秘书长姜贤正表示。 现场。 王刚 摄 现场，嘉宾们结合自身经验，就企业应如何以ESG赋能高质量发展展开深入探讨。 上海质量管理科学研究院有限公司党委书记、董事长魏玉剑表示，当前中国经济发展已从高速增长阶段 转向高质量发展阶段，企业家需从快速扩张的节奏中沉淀下来，静心深耕核心竞争力，而ESG是贯穿企 业经营全过程的重要准则，也是实现高质量发展的必修课。 ...

跨境出海丨市场观察 本周看点： -机器人出海困局有了解法：一年5000台设备如何管理？ -ESG规则重塑出海格局，中国企业要做好这关键几点； -从爆款到品牌，国货美妆的升维之战。 行业环境 1.机器人出海困局有了解法：一年5000台设备如何管理？ 概要：近年来，中国机器人企业纷纷转向品牌出海，以掌握定价权和利润。一家专注泳池清洁 和割草机器人的企业，在拓展美国亚马逊和独立站市场时，面临跨境电商管理的复杂性。传统 方式难以追踪设备流向，导致退货和售后问题频发。引入易仓ERP后，通过"一物一码"功能， 每台设备从生产到售后全程可追溯，解决了身份识别难题。头程管理也得到优化，箱唛自动流 转，减少人工错误。财务方面，系统与金蝶对接，实现库存数据同步，确保账务准确。该案例 表明，机器人行业需从早期构建全链路数字化管理，避免后期混乱。 2.ESG规则重塑出海格局，中国企业要做好这关键几点 关键词：全球ESG规则,企业出海,产业链布局,合规压力,供应链重构 概要：中国企业出海正从产品输出转向全球产业链布局，ESG要求成为关键竞争力。德勤指 出，企业需应对合规、税务及可持续发展等挑战，如新能源企业需规避贸易政策风险并优化供 ...

Core Insights - The article compares two technology-focused ETFs: Roundhill Investments' Generative AI & Technology ETF (CHAT) and Vanguard Information Technology ETF (VGT), highlighting their distinct management styles and investment focuses [3][4]. Fund Characteristics - CHAT is actively managed, holds 47 stocks, and emphasizes an ESG screen, with 83% of its portfolio in technology and 11% in communication services [1][3]. - VGT is passively managed, contains 316 stocks, and is heavily weighted towards major tech companies, with 98% of its assets in technology [2][3]. Performance Comparison - Both funds have outperformed the S&P 500 over the past two years, with CHAT achieving a total return of 95% (CAGR of 39.9%) and VGT a total return of 58% (CAGR of 25.9%) [4][5]. - CHAT's narrower focus on AI leads to higher volatility and a greater beta value compared to VGT, which is more diversified and less volatile [5][7]. Cost Structure - CHAT has a higher expense ratio of 0.75%, resulting in $75 annual fees for a $10,000 investment, while VGT has a lower expense ratio of 0.09%, leading to $9 in annual fees [5][7]. Historical Context - VGT has a performance history dating back to 2004, providing over 20 years of data, while CHAT was launched in July 2023, lacking long-term performance evidence [6][7]. Investor Appeal - CHAT is suited for aggressive investors willing to pay higher fees for a focused investment in AI, while VGT appeals to long-term investors seeking broad tech exposure at a lower cost [7].

格隆汇12月20日｜由香港社会企业研究院主办的"2025 ESG领袖峰会"20日在香港会展中心举行。本年 度峰会主题为"良心科技"，聚焦科技如何推动社会关爱，协助照顾弱势社群需要。ESG（即环境、社会 及公司治理）领袖峰会是香港社会企业研究院每年举办的旗舰盛事。 ...

Investment Rating - The report maintains a rating of "Outperform" for the industry [6] Core Insights - The acquisition of iRobot is beneficial for leading domestic brands, while the white goods domestic sales are under pressure due to high base effects [3][4] - Major home appliance categories have seen a decline in domestic sales due to the high base from last year's national subsidies and previous consumption pull-forward [3][11] - In November, the sales revenue for air conditioners, refrigerators, and washing machines decreased by -34.5%, -34.4%, and -19.2% year-on-year, respectively [3][11] - The sales volume for these categories also dropped significantly, with air conditioners and refrigerators down by -30.65% and -30.79% year-on-year [3][11] - The acquisition of iRobot, which has filed for bankruptcy, may allow brands like Roborock and Ecovacs to capture more market share in North America [4][18] Summary by Sections Domestic Sales Performance - Domestic sales of major home appliance categories are declining due to high base effects from last year's national subsidies [3][11] - November data shows significant year-on-year declines in sales revenue and volume across key categories [3][11] Brand Performance - In November, the market shares for Gree, Midea, and Haier in domestic sales were 32.1%, 29.6%, and 19.7%, respectively, with Haier showing significant growth [4][16] - Midea's export share increased to 40.4%, while Gree's share slightly decreased [4][16] Market Trends - The overall home appliance sector saw a slight increase of +0.2% this week, with white goods and small appliances showing mixed performance [5][19] - The report highlights the impact of raw material prices, with LME copper and aluminum showing fluctuations [5][19] Industry News - The report discusses the implications of iRobot's bankruptcy and acquisition on the competitive landscape in North America [4][18] - It also notes the ongoing trends in ESG ratings among leading home appliance companies, emphasizing their focus on green transformation [39]

12月19日，以"美美与共，和而不同"为主题的"2025中国汽车行业全球化及可持续发展论 坛"在北京举办，来自行业协会、汽车及零部件龙头企业、国际机构、投资机构与媒体机构的近两 百位嘉宾齐聚一堂，围绕全球汽车产业格局演变、中国汽车行业技术演进和生态开放、企业ESG 价值创造等话题开展深入研讨。 中国汽车迎来历史性跃升 中国汽车工程学会名誉理事长、华汽基金会理事长付于武表示，汽车产业作为实体经济压舱石和新 质生产力重要载体，必须以国家高质量发展战略为引领，重视ESG实践，推动技术创新、绿色转型与全 球化布局。2025年，200多款新车上市、4项特等奖科技奖、民营车企科学家当选院士、3家企业进入全 球产量TOP10……中国汽车迎来历史性跃升，中国企业全球ESG评级的提升与40多家企业案例的展示体 现了行业显著的进步，但仍面临内卷、质量安全等挑战，呼吁企业规范竞争、维护行业生态。他倡议， 汽车企业以可持续发展理念为引领，积极回应利益相关方期待，规范竞争行为，共同维护良好的行业秩 序，推动企业自身和社会经济实现可持续发展。 中国汽车工程学会副秘书长吴锋也表示，电动化、智能化、网联化正在重塑全球汽车产业格局，中 国车企 ...