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华夏基金总经理李一梅:中国ESG发展进入制度、企业和资金的“三重奏”
Zheng Quan Ri Bao Wang· 2025-12-17 11:13
本报讯(记者王宁)"中国ESG生态已从新绿萌芽倡导迈向长青体系化生长,进入政策护航、企业主驱、资 金赋能的协同新阶段,制度、企业、资金三重力量的共振,正重塑中国可持续发展微观基础。"在12月 16日举办的2026《财经》可持续发展论坛上,华夏基金总经理李一梅发表主旨演讲,并连续第五年发布 《中国ESG投资发展创新白皮书》。 作为ESG投资早期践行者,华夏基金2025年深化产业ESG研究,走访多个行业企业并发布相关调研报 告,推动ESG跨境合作,全年参与超1000次股东会。在公募REITs领域,华夏基金旗下8只产品同步发布 独立ESG报告,为境内首例,其中华夏越秀高速REIT已连续四年发布相关报告。 "今年我们深入一线调研,最令人振奋的发现是:中国上市公司践行ESG的底层逻辑,正在发生一场静 默却深刻的范式革命。ESG从'被动应对合规要求'的成本负担,转向'主动创造长期价值'的战略选 择。"李一梅介绍说,过去五年,中国ESG已从早期重要但不紧迫的前瞻概念,逐步演进为与基本面深 度整合、务实落地的发展生态,其确定性在全球变局中尤为珍贵。 李一梅表示,华夏基金将继续坚守为信任奉献回报初心,深化ESG投资实践,推动E ...
燕京啤酒(000729) - 000729燕京啤酒投资者关系管理信息20251217
2025-12-17 10:42
Group 1: Strategic Achievements - The "14th Five-Year Plan" is a crucial strategic restructuring period for Yanjing Beer, focusing on transformation and strong brand development, resulting in continuous growth in key economic indicators for five consecutive years [2][3] - The implementation of a major product strategy has effectively upgraded the product structure, with significant improvements in operational efficiency and development quality [2][3] Group 2: Transformation Initiatives - The company views transformation as essential for survival and development, emphasizing ideological, governance, organizational, operational, production, marketing, research and development, and cultural changes to enhance management effectiveness and team vitality [2][3] - A robust organizational mechanism has been established to activate internal motivation and vitality, marking growth and transformation as key themes during the "14th Five-Year Plan" [2][3] Group 3: Major Product Strategy - Yanjing Beer is committed to advancing the major product strategy centered around Yanjing U8, increasing the proportion of mid-to-high-end products, which has positively impacted product structure optimization and profitability [4] - The Yanjing U8 has received widespread consumer acclaim, maintaining strong growth since its launch, and is recognized as one of the most promising national products in recent years [4] Group 4: ESG Governance and Management - The company integrates ESG principles into its development strategy and operations, establishing a "green brewing-responsible supply chain-value co-creation" system to promote sustainable and high-quality development [5][6] - Achievements include certifications in ESG management, compliance management, innovation management, and anti-bribery management systems, reflecting a significant upgrade in governance capabilities [6]
2025上市公司与金融机构可持续发展典型案例征集
清华金融评论· 2025-12-17 10:41
Core Viewpoint - The article emphasizes the transition of sustainable development from a strategic concept to a critical measure of high-quality economic growth in China, particularly highlighting 2025 as a pivotal year for deepening practical implementation of sustainability initiatives [3]. Group 1: Policy and Regulatory Framework - The Chinese government has introduced several policies, including the "Central Enterprises ESG Special Action Guidelines (2025)" and the "Management Measures for Information Disclosure of Listed Companies," mandating the integration of sustainable development into corporate governance [3]. - The shift from "optional disclosure" to "standardized disclosure" of non-financial information is being driven by regulatory bodies such as the State-owned Assets Supervision and Administration Commission and the China Securities Regulatory Commission [3]. Group 2: Role of Financial Institutions - Financial institutions, including banks, insurance companies, and asset management firms, are evolving from advocates of sustainability to key actors by embedding ESG principles into their strategies and business processes [3]. - These institutions are focusing on developing green finance, innovative sustainable financial products, responsible investment practices, and enhancing environmental risk management to support the green and low-carbon transition of the real economy [3]. Group 3: Case Collection Initiative - Tsinghua Financial Review has launched a "2025 Sustainable Development Case Collection" to create a high-level platform for sharing best practices in green finance, social responsibility, and sustainable governance [4]. - The initiative aims to identify and showcase exemplary cases that reflect the positive contributions of financial institutions and listed companies towards sustainable development [4]. Group 4: Submission Guidelines - The case collection is open to banks, insurance companies, securities firms, asset management institutions, and listed companies, focusing on innovative and impactful sustainable development practices [6]. - Submissions should cover various themes, including climate change response, pollution control, waste management, and social contributions, among others [7][8]. - Cases must demonstrate the submitting entity's positive impact on sustainable development and include comprehensive data and evidence of effectiveness [8].
X @ESMA - EU Securities Markets Regulator 🇪🇺
ESMA - EU Securities Markets Regulator 🇪🇺· 2025-12-17 10:13
Webinar: impact of #ESMA guidelines on the use of #ESG or #sustainability-related terms in fund name🗓️ 20 January at 10.00 (CET)⏰ Register by 19 January at 12:00 (CET)https://t.co/fV3ofE18Si https://t.co/WKWOmQ0EhO ...
X @ESMA - EU Securities Markets Regulator 🇪🇺
ESMA - EU Securities Markets Regulator 🇪🇺· 2025-12-17 10:06
#SustainableFinanceEU | What’s changed since ESMA issued its GLs on ESG and #sustainability terms in fund names?✅ Increased consistency in #ESG terms✅ Clearer signals & greater protection against greenwashing🟢 https://t.co/bknSKSM0Jq https://t.co/0SmWdd78fU ...
哈尔滨银行揽获第三十九届国际年报大赛五项大奖
Jin Rong Jie Zi Xun· 2025-12-17 06:03
近日,第三十九届国际年报大赛(ARC Awards)全部奖项悉数揭晓。《哈尔滨银行2023年度环境、社 会与管治报告》("ESG报告")一举揽获五项大奖,包括极具分量的"印刷制作最佳"大奖及"区域银行 写作文本金奖""社会责任报告印刷制作金奖""社会责任报告银奖""ESG报告内文设计银奖"。 第三十九届国际年报大赛"印刷制作最佳"奖牌 哈尔滨银行2023年度ESG报告围绕年度重大性议题"普惠金融、加强内控、消费者权益保护、绿色银 行、人才队伍体系建设、公益慈善"等进行了披露,内容覆盖报告期内有关环境、社会与管治等方面的 政策、行动、成果与评价。以"专题:2023我们关注"的形式重点展示了该行在服务国家战略和实体经 济、注重金融消费者权益保护等方面所作出的努力和取得的突破。该报告封面设计以冰雪为主题,封面 打造雪花图案的镂空效果,配合触感柔和的纸张,体现冰雪纯洁柔美的质感。内文采用异形插页设计, 特别呈现金融助力"冰雪文化之都"建设、创新推出黑龙江省社保卡跨省办理服务等案例,体现该行稳健 经营和硬核担当,以及守护地方金融稳定与发展的坚定决心。 《哈尔滨银行2023年度环境、社会与管治报告》封套 自2014年在港 ...
LSEG跟“宗” | 美国或明年3/4月才再降息 Warsh为下任联储主席几率急升
Refinitiv路孚特· 2025-12-17 06:02
Core Viewpoint - The article discusses the current sentiment in the precious metals market based on the CFTC data, highlighting the implications of potential interest rate changes by the Federal Reserve and the impact on investment strategies for precious metals [2][27]. Group 1: Market Sentiment and Federal Reserve Actions - Due to the U.S. government shutdown, CFTC data on futures market positions is only updated until November 18 [2]. - The market perceives a 24.4% chance of a rate cut in January, 44% in March, and 63% in April, prompting investors to consider their strategies during the interim period [2][27]. - The next potential Federal Reserve chairpersons, Kevin Hassett and Kevin Warsh, both support further rate cuts, but Warsh advocates for a balance sheet reduction that could negatively impact cryptocurrencies and stock markets, potentially pressuring gold prices [2][27]. Group 2: Fund Positions in Precious Metals - As of November 18, managed net long positions in COMEX gold decreased by 7.9%, while silver and platinum saw declines of 11.1% and 13.8%, respectively [3]. - Year-to-date, net long positions in U.S. futures for gold have dropped by 47%, while silver has increased by 24% [8][9]. - The overall sentiment indicates a significant reduction in long positions across various metals, with a notable increase in short positions for metals other than gold [7]. Group 3: Price Dynamics and Investment Strategies - The gold-to-North American mining stock ratio has decreased by 3.3% recently, indicating that mining stocks have underperformed compared to gold itself [20]. - The gold-silver ratio, a measure of market sentiment, was at 69.38, down 3.6% week-over-week, reflecting a 23.6% decline year-to-date [25]. - The article suggests that if gold prices continue to rise while mining stocks decline, it may signal caution for investors [21]. Group 4: Future Considerations - The article raises concerns about the Federal Reserve's potential actions if inflation pressures resurface while interest rates are being cut [28]. - The complexity of the market dynamics necessitates close monitoring of the new chairperson's statements for clearer expectations regarding asset prices [27].
专家:创新激活经济发展新动能 服务消费与银发经济成关键增长点
Xin Hua Cai Jing· 2025-12-17 05:19
Group 1 - The core focus of the upcoming "14th Five-Year Plan" is to promote high-quality development and ensure significant progress towards Chinese-style modernization, with a key indicator being the per capita GDP reaching the level of middle-developed countries, which is currently averaged at $23,000 according to the World Bank [1] - Achieving high-quality development requires a transformation and upgrading of the economic structure, which is closely linked to high-level technological self-reliance and innovation [1] - The integration of AI into production is emphasized as a crucial step in converting scientific discoveries into productive forces, highlighting the importance of technology in the modernization process [1] Group 2 - The future of AI is closely tied to ESG (Environmental, Social, and Governance) goals, with the establishment of computing power centers being a critical competitive point globally [2] - The shift from water cooling to liquid cooling in computing power centers is noted as a significant advancement in reducing energy consumption, which aligns with ESG objectives [2] - Discussions at the forum included the need for stable employment across traditional, new, and flexible job forms, with traditional manufacturing being vital for job stability [2] Group 3 - The transition from an industrial society to a knowledge society is proposed through the establishment of a three-tier knowledge system at the county, town, and village levels [3] - The next 20 years are expected to present new opportunities in overseas expansion, new consumption patterns, and artificial intelligence, with significant potential for growth in service consumption and the silver economy [3] - The Long Triangle National Technology Innovation Center is addressing the challenge of financing for early-stage innovative projects by advocating for a "grant-investment combination" model to support major innovation initiatives [3]
Forging Resonance Through Action, Upholding Original Aspiration Through Persistence - Chery's ESG Practices in Supporting the Asian Para Games
Prnewswire· 2025-12-17 04:02
In meeting its ESG commitments, Chery has established multiple world-class "green factories," driving the ongoing transformation toward sustainable manufacturing. The company also collaborates with international organizations, including the International Union for Conservation of Nature (IUCN), to engage in ecological initiatives such as seagrass conservation. At the same time, Chery maintains a long-term commitment to the well-being of people with disabilities and children, having worked with UNICEF to sup ...
从“收破烂”到“打造城市矿山”,亚美易收盘活AI算力焦虑下的“沉默资产”
Huan Qiu Wang· 2025-12-17 03:15
【环球网科技报道 记者 林迪】当前,数据中心如雨后春笋般崛起,AI算力需求激增,企业IT设备更新迭代的速度前所未有。然而,在这股技术浪潮背后, 一个日益严峻的问题浮出水面:如何妥善处置那些退役却仍具价值的服务器、GPU与存储设备?是任其堆积成"电子垃圾",还是挖掘其"沉默价值",实现资 源的永续利用?亚美易收(北京)环保科技股份有限公司,正以一套创新的"五级梯度利用"理念和可追溯闭环服务体系,为这一时代命题提供答案。 " 五级梯度 " 让每一块芯片都找到归宿 在IT资产处置中,数据安全是客户最关切的核心痛点,尤其是对拥有敏感信息的机构而言。对此,亚美易收构建了以"可视化、可溯化、可追溯"为核心的保 障机制。 "最初是谋生,但在这个过程中,支撑我的是信念。"薛延锋回忆道,"现在我觉得这是对于社会有益的行业。"正是这份信念,让亚美易收在IT回收市场中坚 持底线。他如此形容当时的行业生态——偷换配件、虚报数量、数据销毁不彻底等乱象频发。而他的选择是反其道而行之:"如果大家都像我一样有信念有 理念,愿意服务于客户,我想我是有机会的。" 据介绍,十五年来,亚美易收累计处理超百万台IT设备,年服务器回收量逾10万台,累计 ...