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战略领航发展 五维聚力提质 上市公司高质量发展报告(2024—2025)发布
Shang Hai Zheng Quan Bao· 2025-12-08 18:18
《上市公司高质量发展报告(2024—2025)》发布仪式。 许泽宇 摄 报告显示,在监管引导与市场合力推动下,过去一年,上市公司高质量发展呈现出系统性、协同性的新 特征,初步形成了质量全面提升的系统性格局。 在科技自立自强领域,截至2025年三季度,全市场上市公司研发投入总额达1.16万亿元,其中科创板公 司以11.22%的研发强度引领市场。治理现代化方面,截至2025年9月,近四成上市公司主动披露"提质增 效重回报"行动方案,沪市信息披露评价为A的公司期间股价平均涨幅达15%。绿色低碳转型步入深化发 展阶段,《上市公司可持续发展报告指引》推动ESG信息披露规范化发展,传统产业通过绿色化改造焕 发新生机,绿色转型正从成本项转变为价值创造项。投资价值创造呈现新局面,2025年前三季度,上市 公司净利润同比增长5.5%;千余家上市公司公布现金分红预案,总额达7349亿元;股份回购累计金额 达923亿元。在发展安全维度,上市公司正通过稳健经营和全球化布局构筑新的安全屏障。 资本市场四大方向引航上市公司高质量发展 "十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期。 五大核心维度构建上市公司价值评估基 ...
Societe Generale: shares and voting rights as of 30 November 2025
Globenewswire· 2025-12-08 16:43
NUMBER OF SHARES COMPOSING CURRENT SHARE CAPITAL AND TOTAL NUMBER OF VOTING RIGHTS AS OF 30 NOVEMBER 2025Regulated Information Paris, 8 December 2025 Information about the total number of voting rights and shares pursuant to Article L.233-8 II of the French Commercial Code and Article 223-16 of the AMF General Regulations. DateNumber of shares composing current share capitalTotal number ofvoting rights30 November 2025766,894,786Gross: 853,087,261 Press contacts: Jean-Baptiste Froville_+33 1 58 98 68 00_ jea ...
Aura Minerals (NasdaqGS:AUGO) 2025 Investor Day Transcript
2025-12-08 15:02
Aura Minerals 2025 Investor Day Summary Company Overview - **Company**: Aura Minerals (NasdaqGS:AUGO) - **Event**: 2025 Investor Day held on December 08, 2025 - **Key Speakers**: CEO Rodrigo Barbosa, COO Glauber, CFO Kleber Cardoso, Project Director Pythagoras, and Head of People Isabella Core Industry Insights - **Gold Market**: Discussion on gold prices and market dynamics led by a special guest [2][2] - **Production Goals**: Aura Minerals aims to achieve over 600,000 ounces of gold production in the coming years, representing a more than 100% increase compared to the last 12 months [5][5] Key Financial Metrics - **Dividend Yield**: Aura Minerals has the highest dividend yield in the gold sector, with dividends paid as a percentage of EBITDA minus recurring CapEx: - 2021: 13% - 2022: 6% - 2023: 6% - 2024: 9% - Last 12 months: 7.4% [8][8] - **EBITDA Growth**: - 2023: $136 million - 2024: $267 million - Last quarter with gold price at $3,400: $152 million [8][8] Strategic Focus - **Growth Strategy**: Aura Minerals focuses on three main strategies: 1. Develop greenfield projects to improve production and EBITDA with higher-grade projects [12][12] 2. Increase the life of mines through exploration and resource/reserve growth [12][12] 3. Improve valuation multiples by increasing EBITDA and extending mine life [12][12] - **Exploration Investment**: The company has significantly increased its resources and reserves since 2020, tripling resources and reserves [9][9] Operational Highlights - **Safety Performance**: Aura Minerals has maintained a lost time injury frequency rate of zero for over a year, indicating strong safety culture and operational stability [35][35] - **Project Execution**: Successful completion of projects like Almas and Borborema on time and within budget, with plans for further expansions [13][13][41][41] Community Engagement and ESG - **Social License**: Emphasis on obtaining social licenses through community engagement and social projects, with over 22 community projects defined [48][48] - **Sustainability Recognition**: Aura Minerals is recognized for its sustainability efforts in Mexico, Honduras, and Brazil, aligning high returns with social and environmental responsibility [30][30] Future Outlook - **Production Capacity**: Plans to increase production capacity at existing operations, with specific targets for Almas and Borborema [41][41][42][42] - **New Projects**: Advancements in projects like Era Dourada and Matupá, with a focus on obtaining necessary permits and community support [46][46][47][47] Conclusion - **Management Philosophy**: Aura Minerals emphasizes a decentralized management approach, empowering local teams to make decisions, which enhances operational efficiency and responsiveness [37][37][25][25] - **Investment Opportunities**: The company is positioned for significant growth in production and reserves, with a strong focus on community engagement and sustainability, making it an attractive investment opportunity in the gold sector [12][12][30][30]
X @Bloomberg
Bloomberg· 2025-12-08 14:02
While environmental groups have decried the EU’s move to dismantle some of its key sustainability and ESG regulation, the new focus on competitiveness has been cheered by business. https://t.co/SDz0jjUTaL ...
Aura Minerals (NasdaqGS:AUGO) 2025 Earnings Call Presentation
2025-12-08 14:00
Aura Day 2025 D E C E M B E R 2 0 2 5 To find, mine and provide the most important and essential ores that allow the world and mankind to create, innovate and prosper. Aura Day team Seasoned Management Team Glauber Luvizotto Isabela Dumont Head People, Communications & Sustainability Natasha Utescher Head of IR and Treasury Frederico Silva Director of Operations Aura Borborema, Brazil Francisco do Carmo Director of Operations Aura Minosa, Honduras Pitágoras Costa Director of Projects and Construction Richar ...
三七互娱处罚落地,公司及核心高管被罚超三千万元|ESG热搜榜
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-08 11:24
近日,MSCI发表最新研究显示,中国正在持续推进脱碳进程,企业的气候信息披露水平日益上升,气 候目标设定更为广泛,清洁技术创新进一步增长。然而,基于MSCI能源转型框架(ETF)的分析凸显 了中国企业在转型准备度方面与全球同行之间的差距,尤其是在目标全面性和转型技术部署方面。 12月5日,三七互娱公告称,公司及相关责任人李卫伟、曾开天、胡宇航、杨军、叶威、吴卫红收到中 国证监会下发的《行政处罚决定书》。从上市公司,到董事长、副董事长、副总经理、董秘、财务总 监,一张处罚单,公司核心高管全部被罚,合计被罚超3255万。 经查明,三七互娱存在以下违法事实:2014年至2020年年报披露的股东持股情况存在虚假记载;2018年 年度报告未披露收购江苏极光股权事项为关联交易,存在重大遗漏;2020年间接收购广州三七股权事项 为关联交易,2020年12月7日披露的临时公告虚假记载、2020年年度报告存在重大遗漏;2018年至2021 年年报未披露与海南力源等公司发生的关联交易,存在重大遗漏。对三七互娱责令改正,给予警告,并 处以900万元罚款;对李卫伟给予警告,并处以1400万元罚款;对杨军给予警告,并处以350万元罚款 ...
三七互娱处罚落地,公司及核心高管被罚超三千万元
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-08 11:23
三七互娱(002555)(002555.SZ)处罚落地:核心高管"全军覆没",合计被罚超3225万元 12月5日,三七互娱公告称,公司及相关责任人李卫伟、曾开天、胡宇航、杨军、叶威、吴卫红收到中 国证监会下发的《行政处罚决定书》。从上市公司,到董事长、副董事长、副总经理、董秘、财务总 监,一张处罚单,公司核心高管全部被罚,合计被罚超3255万。 经查明,三七互娱存在以下违法事实:2014年至2020年年报披露的股东持股情况存在虚假记载;2018年 年度报告未披露收购江苏极光股权事项为关联交易,存在重大遗漏;2020年间接收购广州三七股权事项 为关联交易,2020年12月7日披露的临时公告虚假记载、2020年年度报告存在重大遗漏;2018年至2021 年年报未披露与海南力源等公司发生的关联交易,存在重大遗漏。对三七互娱责令改正,给予警告,并 处以900万元罚款;对李卫伟给予警告,并处以1400万元罚款;对杨军给予警告,并处以350万元罚款; 对曾开天给予警告,并处以350万元罚款;对叶威给予警告,并处以150万元罚款;对胡宇航给予警告, 并处以80万元罚款;对吴卫红给予警告,并处以25万元罚款。 造纸企业又现E ...
并购激励计划遭股东抵制 英美资源紧急撤回以保泰克资源(TECK.US)收购案过关
智通财经网· 2025-12-08 11:14
智通财经APP获悉,在股东就收购泰克资源(TECK.US)进行表决的前一天,英美资源集团宣布撤销一项 高管激励计划决议。 这家股东咨询机构指出,"在英国市场,将薪酬与并购交易直接挂钩的做法并不被视为合规的市场惯 例"。 上月,英美资源薪酬委员会曾提出,应将2024年与2025年的长期激励奖金与泰克收购案挂钩。该激励计 划原本的考核指标涵盖股东回报率、现金流、资本回报率及环境、社会与治理(ESG)表现。根据原方 案,至少62.5%的激励份额将在收购完成后立即生效。 Legal & General同样对该激励调整持反对态度,称此类"追溯性调整机制及交易奖金保底条款",违背了 该金融服务集团的薪酬政策原则。不过该机构同时表示,仍会对收购交易投赞成票。 英美资源于周一表示,鉴于部分股东对此提出异议,公司已决定撤回该项决议,并强调收购交易的推进 不以该决议获得批准为前提条件。 英美资源与泰克资源的双方股东,将于周二分别在伦敦和温哥华召开的特别股东大会上,就这项合并交 易进行投票表决。交易完成后,将诞生一家市值超500亿美元的跨国金属生产商,业务覆盖铜、铁矿石 及其他多种金属品类。 值得注意的是,Institutiona ...
【碳•新闻】《中国生态保护红线蓝皮书(2025)》发布
Xin Lang Cai Jing· 2025-12-08 08:08
新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务,助力上市 公司传播ESG理念,提升ESG可持续发展表现。点击查看【 ESG评级中心服务手册】 (来源:碳道) 记者从自然资源部获悉,《中国生态保护红线蓝皮书(2025)》(以下简称《蓝皮书》)日前正式发 布。《蓝皮书》显示,自生态保护红线划定以来,红线内部空间结构总体保持稳定,局部优化成效持续 显现。红线内林地面积增加3344平方千米,水域面积增加320平方千米。红线内城乡建设用地面积减少 6.5平方千米,采矿用地面积减少5.6平方千米;为保障民生需求、不可避让的交通运输和水工建筑等基 础设施建设用地面积增加。海洋生态保护红线内,用海强度在明显下降,用海面积较2022年减少873平 方千米,减幅超35%。部分渔业用海、交通运输用海逐步恢复为自然海域,海洋生态空间得到切实保护 和修复。 《蓝皮书》提出,生态保护红线内生态系统质量呈现持续改善的局面。红线内植被覆盖度平均提升 1.29%,净初级生产力平均提高2.22%。森林覆盖率和森林蓄积量实现双增长,草原综合植被盖度稳中 向好,湿地水源保障状况总体良好。海洋水体环境质量稳定,红树林、珊 ...
ESG与央国企月度报告:11月纯ESG策略超额收益5.01%-20251208
Yin He Zheng Quan· 2025-12-08 07:44
Group 1 - The core viewpoint of the report highlights that the pure ESG strategy achieved an excess return of 5.01% in November 2025, indicating strong performance in the ESG investment space [1] - The ESG screening strategy (CSI 300) reported a total return of -0.4% for the latest month, with a relative total return of 2%, a maximum gain of 2%, and a maximum loss of -3% [3][6] - The ESG sentiment integration strategy (CSI 300) achieved a total return of 1% for the latest month, with a relative total return of 3%, a maximum gain of 2%, and a maximum loss of -1% [7][10] Group 2 - The market performance in November showed that the pure ESG strategy, ESG & SOE strategy, and pure SOE strategy all generated excess returns, with the pure ESG strategy yielding the highest returns [12] - As of December 1, 2025, the cumulative return for the ESG & SOE strategy was 93.93%, while the pure SOE strategy had a cumulative return of 75.30%, and the pure ESG strategy reached 101.42% [12] - The average daily trading volume for the CSI 300 was 19,145 billion CNY, indicating an increase compared to previous values [17] Group 3 - The valuation situation shows that the PE ratio for the CSI 300 is at a high level, with a PE ratio of 21.85, while the SOE PE ratio is 10.36 and the national enterprise PE ratio is 10.17 [17] - The average daily trading volume for SOEs was 657 billion CNY, reflecting an increase from previous periods [17] - The national carbon market saw an increase in both transaction volume and price, with the closing price for carbon emission allowances at 59.65 CNY/ton as of December 1, 2025 [23]