RT MiCA Crypto Alliance (@MiCA_Alliance)📢 Last week, we submitted a joint response to the @TheFCA Discussion Paper DP25/1, together with the @UKCBT_orgThe paper explores how the UK might regulate cryptoasset activities. We focused on two of the most complex areas:– Decentralised finance– ESG disclosures in crypto✅ Decentralisation isn’t binary.The FCA rightly notes that decentralisation exists on a spectrum. But without a shared way to measure it, legal clarity remains out of reach.We recommended using netw ...

Group 1 - Energy Fuels Inc. (NYSE: UUUU) offers exposure to uranium and rare earths, highlighting its geopolitical relevance and ESG potential [1] - The company holds a first-mover advantage in the US commodity supply and is currently debt-free [1] - The stock is characterized by growth in revenue, earnings, and free cash flow, making it attractive for investors seeking companies with excellent growth prospects [1] Group 2 - The company is positioned favorably with high free cash flow margins and is involved in share repurchase programs, appealing to investors looking for dividend stocks [1]

2025陆家嘴论坛6月18日开幕。在"全体大会四：深化上海与香港国际金融中心合作发展"上，全国政协 常委、上海公共外交协会会长周汉民表示，在ESG领域，沪港两地应开展统一标准合作。当前国内在 ESG领域面临的关键问题是如何选择合适的国际参照标准，而全球范围内ESG相关国际标准多达数百 个，缺乏统一体系。沪港作为国际公认的金融中心，具有深厚底蕴且与国际市场高度融合，具备合作推 动建立ESG标准体系的优势。(人民财讯) ...

(责任编辑：王晨曦) 李云泽表示，中国坚定不移推进"双碳"目标，建成了全球最大、最完整的新能源产业链。目前，中国绿 色信贷规模全球第一，绿色债券、绿色保险市场规模居全球前列，预计2030年实现碳达峰目标资金需求 将超25万亿元，绿色金融发展空间仍然十分广阔。近几年，外资机构陆续将ESG(环境、社会和公司治 理)评级体系、气候风险管理等工具引入中国，为中国绿色金融发展提供了有益借鉴。支持外资机构广 泛参与中国绿色金融市场，共同为全球绿色低碳转型提供更多中国范例。 上海是中国金融高水平开放的窗口，一直走在金融业改革开放最前沿。李云泽介绍，论坛期间，金融监 管总局将与上海市政府联合发布《支持上海国际金融中心建设行动方案》，推出一系列务实举措。包括 鼓励上海在科技金融、跨境金融等领域开展创新试点，支持符合条件的全国性银行在沪设立金融资产投 资公司，支持探索不动产、未上市股权等非货币信托财产登记上海模式，提升上海国际再保险、航运保 险承保能力和全球服务水平等。 中国国家金融监管总局局长李云泽18日在2025陆家嘴论坛开幕式上发表主题演讲时表示，开放合作是中 国金融改革发展的强大动力。目前，全球前50大银行有42家在华设 ...

李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署，继而反映 现时市场对贵金属的情绪和对短/中期的一个价格判断。美国每周五收市后公布的CFTC数据，记录日为刚过 去的周二(如果过去一周原本工作日是假日的话数据出炉会延期)。 概要 美钯基金净空进一步回升至17吨为过去31周最高水平。笔者认为纵使钯金的大牛市已经完结，但 要是一天钯金还是维持在巨大净空水平，其他贵金属可能还是比较困难完全转势。美钯基金持仓 已经是连续129周处于净空水平处于历史最长净空当中。 随着黄金的牛市越来越漫长，美股又没有出现大跌的情况下，现时市场的风险承受情绪明显高 昂，大量资金流进白银期货市场，导致美国的白银合约的多头上周急剧攀升，金银比大跌。 不过 随着中东地缘政治转差，金银比又再次回升，显现真金不怕洪炉火。 除了黄金避险外，原油(政局风险)、中国具垄断供应的物料(稀土、锑、钨等)国际价(不是国内价) 理论上应可看高一线。 | | COMEX黄金 | | | COMEX白银 | | Nymex铂金 | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 发言人还表示，ESG已成国际趋势，欧盟已自今年起强制要求企业就整个供应链进行ESG披露，内地也 正在制订ESG信息披露标准，并计划于2030年将相关标准覆盖包括中小企业在内的所有企业。期望《路 线图》能为物流中小企业提供简单易懂的指导，助其开展ESG实践，提升行业竞争力，进而巩固香港作 为国际物流枢纽的地位。 绿色及可持续发展是香港特区政府在2023年10月公布的《现代物流发展行动计划》中为物流业指明的发 展方向之一。为推动绿色和可持续物流发展，特区政府在《行动计划》中承诺为业界制订清晰的ESG路 线图，以协助物流企业逐步达到国际ESG要求。香港运输及物流局在进行顾问研究后，参考国际ESG标 准及市场现状，并咨询香港物流发展局及业界不同组织和人士的意见，制订《路线图》。 今日，香港运输及物流局公布《物流业ESG发展路线图》，供香港物流中小企业遵循，以达到国际上就 环境、社会及治理（ESG）的要求，从而提升香港物流业的竞争力，巩固香港作为国际物流枢纽的地 位。香港运输及物流局发言人表示，对于深度融入全球供应链的香港物流中小企业而言，实践ESG已不 是选择，而是保 ...

Core Viewpoint - Henan Zhongyuan Consumer Finance Co., Ltd. released its 2024 ESG report, showcasing its achievements in corporate governance, inclusive finance, technological innovation, rural revitalization, and green finance [1] Group 1: Corporate Governance and Risk Management - The company established a modern governance system led by high-quality party building, successfully holding its first party congress and completing the election of its first committee and discipline inspection commission [2] - A comprehensive risk management system covering nine types of risks, including credit and market risks, was implemented, along with innovative smart risk control platforms [2] - The company received ISO27001 certification for information security management and was recognized as a "one-star unit" for personal information protection [2] Group 2: Inclusive Finance and Customer Service - As of December 31, 2024, the company had issued loans totaling over 398 billion yuan, with a loan balance of 39 billion yuan and serving 25 million customers [2] - The company developed an "online + offline" service model to provide small loans to new employment groups, serving 3 million new citizens and issuing loans exceeding 4.7 billion yuan [3] - Innovative repayment options, such as a "7-day no-reason repayment" policy, benefited 7.2 million users, saving over 38 million yuan in interest [3] Group 3: Rural Revitalization and Social Responsibility - The company integrated rural revitalization into its development strategy, creating a five-in-one service model that includes technology empowerment and financial services [4] - A public welfare initiative in March 2024 involved purchasing 5 tons of unsold spinach to support local communities [4] - The "Dream Bookshelf" project has established 30 locations and donated over 100,000 books to support education for underprivileged students [4] Group 4: Green Operations and Sustainability - The company achieved significant carbon reduction through digital operations, with a total reduction of 12,641.48 tons of carbon emissions [5] - Initiatives like electronic contract signing and remote meetings contributed to substantial carbon savings [5] - The company proposed the "loan cooling-off period" concept to protect consumer rights and reduce resource waste, recognized as an excellent practice in green finance [6]

伊利联合社会组织共同倡议"WISH2030美好宣言"。 始于绿色，兴于共赢，归于美好，这是伊利的可持续发展之道。2007年，伊利首次提出"绿色领导力"， 并于此后进一步升级为"绿色产业链战略"，倡导"绿色生产、绿色消费、绿色发展"三位一体的理念。 2014年，伊利发起了第1个"伊利低碳月"，今年6月是第12个"伊利低碳月"。12年间，伊利探索出了"碳 足迹+水足迹"的双足迹全链减碳模式。 转自：草原云 6月16日，在国家乳业技术创新中心，伊利集团召开第三届零碳联盟暨低水足迹倡议联盟峰会，联合中 国社科院、清华大学碳中和研究院等共同倡议"WISH2030美好宣言"。 峰会期间，一系列成果亮相。伊利发布了参与编制的12项国际、国家标准；连续6年获中国社科院可持 续发展报告五星佳(最高)评级；"零碳联盟"成员扩充至154家，90%的企业完成了低碳转型；"全球低水 足迹倡议（LWFi）联盟"合作伙伴扩充至60家。在此次峰会上，中国乳业首个综合性碳管理运营平台正 式运营，伊利工厂100%上线。 标准是产业绿色转型的基石。峰会现场，伊利发布了参与编制的12项国际、国家标准，其中伊利作为中 国食品行业唯一参编单位和主要贡献 ...

Market Overview - The oil prices continued to rise significantly due to geopolitical conflicts, while the domestic equity market showed mixed performance, with the ChiNext Index increasing by 0.22% [3] - The sectors that performed well included non-ferrous metals, oil and petrochemicals, and agriculture, while food and beverage, home appliances, and building materials sectors saw declines [3] Fund Issuance - A total of 16 new funds were established in the domestic market this week, with a total issuance of 8.934 billion units. This included 5 bond funds, 6 mixed funds, 4 equity funds, and 1 FOF fund [4] - Overall, 34 new funds were issued across the market, comprising 19 equity funds, 5 mixed funds, 4 FOF funds, 3 bond funds, 2 REITs, and 1 international (QDII) fund [4] Fund Performance Tracking - The medical theme funds continued to show an advantage, increasing by 3.75%, while TMT theme funds experienced a net value decline. As of June 13, 2025, the performance of various thematic funds was as follows: medical (3.75%), cyclical (2.44%), financial real estate (1.01%), industry rotation (0.37%), national defense and military industry (0.20%), industry balance (0.08%), new energy (-0.02%), consumption (-1.01%), and TMT (-1.26%) [5] ETF Market Tracking - Stock ETFs experienced continued outflows, with significant net outflows from large-cap broad-based ETFs. Conversely, Hong Kong stock and commodity ETFs saw inflows. The median return for stock ETFs was -0.10%, with a net outflow of 15.42 billion yuan [6][7] - The median return for Hong Kong ETFs was 0.65%, with a net inflow of 1.866 billion yuan, while cross-border ETFs had a median return of 0.63% and a net outflow of 2.278 billion yuan. Commodity ETFs had a median return of 1.54% and a net inflow of 2.039 billion yuan [7] Fund Positioning - The estimated position of actively managed equity funds decreased by 0.50 percentage points compared to the previous week. In terms of sector allocation, funds increased their positions in oil and petrochemicals, non-ferrous metals, and telecommunications, while reducing holdings in home appliances, food and beverage, and electronics [9] ESG Financial Products Tracking - The green bond issuance market was active this week, with 24 new green bonds issued, totaling 39.782 billion yuan. The cumulative issuance of green bonds in the domestic market reached 4.52 trillion yuan, with a total of 3,895 bonds issued [10] - In terms of fund performance, the median net value change for actively managed equity, passive index equity, and bond ESG funds was -0.16%, 0.21%, and 0.08%, respectively. Funds focused on carbon neutrality, sustainability, and the Belt and Road Initiative performed notably well. As of June 13, 2025, there were 213 ESG funds in the domestic market, with a total scale of 132.331 billion yuan [10]

Group 1 - The core viewpoint of the article highlights the performance of the pharmaceutical theme funds, which have shown a significant increase of 3.75%, while stock index funds have experienced a slight decline. The article also notes a continued outflow of funds from stock ETFs, totaling 154.20 billion yuan, with a noticeable outflow from large-cap broad-based ETFs [4]. Group 2 - In the oil and petrochemical sector, OPEC+ increased production by 180,000 barrels per day in May, which is below the planned increase of 410,000 barrels per day. The geopolitical conflicts have led to fluctuations in oil prices, with expectations of further increases due to uncertainties in the geopolitical landscape [5]. Group 3 - The transportation sector is seeing a rise in VLCC freight rates due to escalating geopolitical risks in the Middle East. The conflict between Iran and Israel is expected to increase the risks associated with oil transportation and may lead to a rise in compliant oil transportation demand [6]. Group 4 - In the biopharmaceutical industry, there is an acceleration in the application of AI technology and product innovation. Recent developments include the launch of AI medical models and solutions by various companies, indicating a growing trend in AI applications within the healthcare sector [8]. Group 5 - 澜起科技 (Lianqi Technology) is positioned to benefit from the AI wave, with significant growth potential as the penetration rate of DDR5 memory in the downstream market continues to rise. The company maintains a leading position in the memory interface chip industry and is a key player in setting international standards for DDR5 RCD chips [8].