各位嘉宾，朋友们，大家好感谢主办方新浪财经邀请，很高兴线上家本次特别有意义的大会，我谨代表 生态环境部宣传教育中心对大会举办表示热烈祝贺。 当前可持续发展已从理念探讨、目标设定进入攻坚克难、全面践行的关键阶段，将美好蓝图转化为生动 现实，迫切需要将共识转化为行动，推动落实全民责任与创新。生态环境部宣传教育中心作为生态环境 部直属单位，在动员和引导全民参与环境治理、在促进可持续发展方面开展了大量工作。比如围绕"六 五环境日"等重要节点，开展主题活动，开发系列生态文化产品，推动生态环境志愿服务等。不仅拓宽 了全民参与生态环境保护的现实路径，也为形成全社会共同推进美丽中国建设的良好局面提供了支撑。 企业是推动国家现代化、推进美丽中国建设的重要力量，是重要参与者、推动者和实践者。我中心高度 重视支持和指导国内外企业落实社会环境责任、促进高质量发展。今年上半年，为总结和推广企业ESG 先进实践经验，传播生态价值理念，我中心与新浪财经等合作，首次发起企业ESG案例征集活动，共征 集到涉及生物多样性保护、气候治理等六大主题、200多个案例，其中部分典型案例稍后将在现场发 布。 专题：2025可持续全球领导者大会&首届绿色产 ...

我们运行酒业的逻辑，核心是以痛点为导向，构建了E、S和G三大支柱体系，包括11个一级指标、形成 四级分类。最后初步发现，酒业ESG长板和提升空间也非常明显。2024年中国酒业ESG发展指数总分 64.68分，社会维度71分，表现比较突出，环境是65分；治理维度57分，这是短板。 在环境、社会维度还有治理维度，我们都对酒业这些企业做了详细的分析。在我们看来，在区域层面， 酒企呈现了西部领先、中部优势比较突出，华北东部和东南沿海有一定的短板的格局。我们考虑到种种 方面，我们觉得指数的价值不止是衡量，更是为了赋能。 我们提了几点建议：一方面，健全整个制度体系的建设；第二方面推动酒企相关的能力建设；第三方面 一定要夯实数据的基础。最后一方面，创新激励约束的机制。非常荣幸、非常感谢可持续领导者大会发 布这份报告，也非常希望大家能够关注这份后续发布的报告。 专题：2025可持续全球领导者大会&首届绿色产业与可持续消费博览会 2025可持续全球领导者大会于10月16日-18日在上海市黄浦区世博园区召开。10月17日分论坛上， 《2024中国酒业ESG发展指数报告》发布，新浪财经ESG评级中心主任李涛介绍报告发布情况。 李涛 ...

Core Insights - As of July 2025, 379 centrally state-owned enterprises (SOEs) listed companies have released their ESG reports for 2024, achieving nearly full disclosure coverage [1] - Over 170 centrally SOEs have referenced research outcomes from the State-owned Assets Supervision and Administration Commission (SASAC) Research Center [1] - The development of ESG in China has entered a golden period since 2024, with continuous improvement in top-level policy frameworks [1] Group 1 - The SASAC Research Center has been focusing on the ESG field for the past three years, developing a comprehensive research system from information disclosure studies to evaluation system construction [1] - Future plans include further refining ESG information disclosure evaluation standards and creating a rating system that aligns with international standards while incorporating Chinese characteristics [1] - The goal is to establish a central enterprise ESG index system to facilitate the transformation of functional value into economic value [1]

在总结中，她以克罗地亚语"携手共进"勉励全场，强调若选择互操作性而非支离破碎，选择切实转型而 非空喊口号，必能实现供应链透明与绿色市场，并认识到可持续发展是"最值得投资的增长战略"。 专题：2025可持续全球领导者大会&首届绿色产业与可持续消费博览会 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2025可持续全球领导者大会于10月16日-18日在上海市黄浦区世博园区召开。克罗地亚共和国第四任总 统、国际奥委会委员科琳达·格拉巴尔—基塔罗维奇（Kolinda Grabar-Kitarović）出席大会并做主题演 讲。 科琳达·格拉巴尔表示，欧洲的可持续发展经验深度融合了安全、清洁能源、体面工作、教育与社会和 平，正因如此，欧盟将可持续发展目标全面纳入各项工作，并积极推动气候、健康与体育等多元外交， 以此作为构建信任的"软实力"。 她特别强调了体育在加速可持续创新方面的独特价值。作为全球供应链的一环，体育能凝聚政治分歧、 激发合作与变革。现代奥运会已超越国家荣誉，成为一项承载社会经济与环境价值的"全球使命"。通过 奥运投资，可提升区域凝聚力、能源效率并促进循环经济。她分享了三大深刻洞 ...

具体来看，工商银行持续提升环境和气候风险防控能力，在金融管理部门的指导下，首批开展气候风险 压力测试，为优化投融资结构提供参考。一是建立ESG风险智能化管控机制，利用大数据技术，实现环 保处罚等环境风险信息的实时获取、分类管理；二是在信贷系统中增加了生态保护红线判定功能，旨在 有效识别投融资业务的潜在生物多样性风险；三是研发"气候灾害风险管理平台"，以上海市为试点，运 用专业气象气候信息，自动评估客户、项目、网点等经营要素的气候风险等级。 "国有商业银行的责任之一，是在国际合作中贡献中国智慧、推广绿色金融的有益经验。"郑冲说，"十 四五"以来，工商银行依托多项多双边绿色金融合作机制，积极参与全球气候治理，主动引领全球绿色 金融议题，打造有良好国际声誉的绿色银行。 记者10月17日从中国工商银行（601398）获悉，截至2025年6月末，该行"十四五"以来绿色贷款年均增 速超20%，余额突破6万亿元；在境内银行间市场发行的绿色债券余额达980亿元，境外累计发行金额合 计等值234亿美元；今年上半年，该行绿色贷款支持项目折合减排量2.27亿吨二氧化碳当量。 "'十四五'以来，工商银行在绿水青山就是金山银山理念的引 ...

Core Insights - The 2025 Sustainable Global Leaders Conference will be held from October 16 to 18 in Shanghai, focusing on global cooperation and innovation in governance [1][5] - Vuk Jeremić, the former President of the 67th UN General Assembly, emphasizes the importance of multilateral cooperation for sustainable development, highlighting his experience in achieving the Sustainable Development Goals (SDGs) [2][3] Group 1: Conference Overview - The conference is co-hosted by the World Green Design Organization (WGDO) and Sina Group, with support from the Shanghai Huangpu District Government [5] - The central theme of the conference is "Facing Challenges Together: Global Action, Innovation, and Sustainable Growth," aiming to explore new paths for sustainable development [5] - Approximately 500 prominent guests, including 100 international attendees, will participate, featuring political figures, Nobel laureates, and leaders from Fortune 500 companies [5] Group 2: Key Themes and Discussions - The conference will cover nearly 50 topics, including energy and carbon neutrality, green finance, sustainable consumption, and technology and public welfare [5] - Jeremić warns of a "decline cycle" in global geopolitics characterized by distrust, frequent sanctions, and zero-sum games, advocating for a shift from "national priority" to a spirit of mutual benefit [3]

Core Points - The 2025 Sustainable Global Leaders Conference will be held from October 16 to 18 in Shanghai, focusing on global action, innovation, and sustainable growth [1] - The conference is co-hosted by the World Green Design Organization (WGDO) and Sina Group, with support from the Shanghai Huangpu District Government [1] - Approximately 500 prominent guests, including 100 international attendees, will participate, featuring leaders from various sectors, including Nobel laureates and executives from Fortune 500 companies [1] - The conference will cover nearly 50 topics, including energy and "dual carbon," green finance, sustainable consumption, and technology and public welfare [1] Summary by Sections - **Event Overview** - The 2025 Sustainable Global Leaders Conference aims to explore new paths for sustainable development and inject "Chinese momentum" into global governance [1] - **Keynote Speakers** - Vuk Jeremić, Chairman of the International Relations and Sustainable Development Center (CIRSD) and former Serbian Foreign Minister, will deliver a keynote speech on international cooperation and innovation in global governance [2]

Core Insights - Haier Smart Home has been awarded an AA rating by MSCI, marking it as the highest-rated company in the domestic industry for ESG practices [1] - The recognition from multiple authoritative ESG rating agencies, including Refinitiv and Huazheng Index, indicates Haier's strong performance in ESG across various dimensions [1] Group 1: Strategic Integration of ESG - Haier Smart Home integrates ESG as a core strategy, establishing a three-tier governance structure from the board to the execution level [2] - An ESG committee at the board level sets strategic goals and supervises execution, while cross-departmental collaboration ensures the strategy is implemented effectively [2] - ESG metrics are included in performance evaluations, linking them directly to employee incentives, thus embedding ESG into the core business development [2] Group 2: Systematic Green Practices - The company has developed a comprehensive green management model covering the entire product lifecycle from R&D to recycling [3] - Innovative low-carbon products have been launched, such as energy-efficient refrigerators and washing machines that exceed European energy standards by 30% and 70% respectively [3] - Haier operates a low-carbon manufacturing cluster with multiple waste-free and green factories, achieving significant carbon reduction through recycling initiatives [3][4] Group 3: Global Perspective and Inclusive Development - Haier Smart Home fosters a diverse cultural environment with members from over 50 countries, enhancing its global innovation capabilities [5] - The company has received multiple innovation awards, reflecting its commitment to valuing human capital and fostering creativity among its global teams [5] - Haier's social responsibility initiatives include significant contributions to education and community development, reinforcing its role as a responsible corporate citizen [5] Group 4: Pathway to Excellence in ESG - Haier's ESG practices have not only garnered recognition but also established a sustainable growth path centered on long-term value creation [6] - The integration of sustainable development into corporate strategy and operations redefines the standards for long-term-oriented companies [6] - The company's approach emphasizes the creation of economic, environmental, social, and governance value, providing key insights for the industry [6]

Group 1 - The Shanghai Stock Exchange will strongly support green financing, encouraging more eligible green enterprises to raise funds through equity and debt financing [1] - The exchange will enhance regulatory standards for ESG disclosures and continue to enrich green and ESG-related indices and products, optimizing the China Securities ESG evaluation system [1] - A report by the think tank Ember indicates that China's clean energy technology is becoming the foundation of new energy systems globally, with record green technology exports reaching $20 billion in August [1] Group 2 - The report highlights that the low prices of solar panels have made electric vehicles and batteries the main drivers of China's export value growth, with a 51% increase in electric vehicle exports coming from countries outside the OECD this year [2]

Report Industry Investment Rating There is no information provided in the report regarding the industry investment rating. Core Viewpoints The report comprehensively presents the overnight performance of the global financial market, including the trends of various futures, stocks, bonds, and foreign exchange. It also covers important macro - economic news, policy announcements, and corporate earnings reports, reflecting the complex and dynamic nature of the current financial and economic situation. Summary by Directory Overnight Night - Market Trends - International precious metal futures generally rose, with COMEX gold futures up 3.40% at $4344.3 per ounce and COMEX silver futures up 3.99% at $53.43 per ounce [3] - WTI crude oil's main contract was at $56.95 per barrel, and Brent crude oil's main contract fell 1.37% to $61.06 per barrel [4] - Most London base metals rose, with LME aluminum up 1.82% at $2796.00 per ton, LME tin up 0.94% at $35725.00 per ton, etc. [4] Important Information Macroeconomic News - The 2025 central safety production assessment and inspection will be carried out, the first time in the name of the central government [6] - The Ministry of Commerce will strengthen policy reserves and introduce new policies to stabilize foreign trade [7] - The Shanghai Futures Exchange will adjust the trading and exercise fees of natural rubber, rebar, and lead options from November 10 [7] - Fed Governor Waller supports a further rate cut this month, but the policy path remains uncertain [8] - The market is betting on three Fed rate cuts this year, with a 96.3% probability of a 25 - basis - point cut in October [8] - Two US banks suffered fraud in lending to funds investing in bad commercial mortgages, dragging down bank stocks [8] - Trump said he would meet Putin in Budapest to discuss ending the Russia - Ukraine conflict [9] Energy and Chemical Futures - As of October 16, domestic soda ash manufacturers' total inventory was 170.05 million tons, up 0.94% from Monday, and production decreased by 3.93% week - on - week [11] - India said it would prioritize the interests of its consumers in the energy sector after Trump's statement [11] - Shahe City requires glass enterprises to complete the "coal - to - gas" transformation by the end of this month, involving a production capacity of about 8100 tons per day [11] - As of October 16, the total inventory of national float glass sample enterprises was 64.276 million heavy boxes, up 2.31% month - on - month and 11.14% year - on - year [12] - As of October 16, the float glass industry's operating rate was 76.35%, up 0.34 percentage points from the 9th [12] - As of October 16, China's liquefied gas port sample inventory decreased by 2.74% week - on - week [13] - The Shanghai International Energy Exchange will adjust the position threshold of the underlying futures contract for crude oil options from November 10 [15] - As of October 16, the methanol inventory at East China ports decreased by 5.11 million tons compared to October 9 [16] - As of October 10, US natural gas inventory increased by 0.7% year - on - year [16] - India has cut its oil imports from Russia by 50% [17] Metal Futures - The Shanghai Futures Exchange and the Shanghai Gold Exchange reminded investors to guard against risks in the precious metal market [19] - Peru's copper production in August decreased by 1.6% year - on - year, but increased by 2.6% in the first eight months of 2025 [19] - The rumor of a polysilicon storage platform was false [21] - Japan, Spain, and South Korea expressed concerns about the decline in copper processing and refining fees [21] - A medium - sized recycled lead smelter in central China has gradually resumed production, with a daily output of 300 tons [22] - Guinea's bauxite exports in Q3 increased by 23% year - on - year, mostly to China [22] Black - Series Futures - As of October 16, rebar production decreased by 1.1% week - on - week, and factory and social inventories decreased [24] - Hebei Iron and Steel's 75B ferrosilicon tender price in October was 5660 yuan/ton, down 140 yuan/ton from the previous round [25] - The China Iron and Steel Association said that domestic steel demand will decline during the "15th Five - Year Plan" period [25] - As of October 16, the total inventory of imported sintered powder of 114 steel mills decreased by 87.31 million tons [27] - The average profit per ton of coke for 30 independent coking plants nationwide was - 13 yuan/ton [27] Agricultural Product Futures - From October 1 - 15, Malaysia's palm oil production increased by 6.86% month - on - month [29] - As of October 16, the physical inventory of 36 jujube sample points decreased by 1.72% week - on - week [29] - Brazil exported 1538934 tons of soybeans, 266768 tons of soybean meal, and 902772 tons of corn last week [29] - Brazil's sugar production in the second half of September increased by 10.76% year - on - year [29] Financial Market Finance - On Thursday, A - shares fluctuated with low volume, with the Shanghai Composite Index up 0.1% at 3916.23 points [32] - The Hong Kong Hang Seng Index fell 0.09% to 25888.51 points, and the Hang Seng Tech Index fell 1.18% [32] - The Shanghai Stock Exchange will support green financing and strengthen ESG disclosure supervision [32] - First Capital Securities submitted a prospectus to the Hong Kong Stock Exchange to start the A + H dual - listing process [32] - TSMC's Q3 net profit reached a record high, up 39.1% year - on - year, and it expects Q4 revenue of $322 - 334 billion [33] Industry - The government may introduce new photovoltaic capacity control policies, and the rumor of a polysilicon storage platform is false [35] - Chinese scientists have solved the key problem of solid - state battery charging, potentially doubling the battery's range [36] - The 2025 World Intelligent Connected Vehicle Conference announced the construction of a national AI automotive application pilot base [36] - The Ministry of Industry and Information Technology launched the "Millisecond Computing in Urban Areas" special action [36] - The National Healthcare Security Administration requires all regions to carry out immediate settlement of medical insurance funds by the end of 2025 [36] - The market regulator is soliciting opinions on new regulations for online food delivery services [36] - The "Linglong One" completed its cold - state performance test [37] - China's ice and snow industry scale will exceed 1 trillion yuan in 2025 [39] Overseas - Trump said he would meet Putin to discuss ending the Russia - Ukraine conflict [40] - India said it would prioritize its consumers' interests in energy after Trump's statement [40] - The US fiscal deficit in 2025 decreased by 2% compared to 2024 [40] - Fed officials have different views on the rate - cut rhythm [40] - The Bank of Japan may tighten monetary policy if the economic outlook improves [41] - The German economy is likely to stagnate in Q3 [43] International Stock Markets - US stocks fell, with the Dow down 0.65%, the S&P 500 down 0.63%, and the Nasdaq down 0.47% [44] - European stocks rose, with the German DAX up 0.38%, the French CAC40 up 1.38%, and the UK FTSE 100 up 0.12% [44] - German Chancellor Merz called for the establishment of a pan - European stock exchange [44] - Asian - Pacific stocks rose, with the South Korean Composite Index up 2.49% and the Nikkei 225 up 1.27% [44] Commodities - The Shanghai Futures Exchange adjusted the fees of natural rubber, rebar, and lead options from November 10 [45] - The Shanghai International Energy Exchange adjusted the position threshold of crude oil options from November 10 [47] - International precious metal futures rose, and crude oil futures fell [47] - Russia's oil production is expected to be 510 million tons in 2025, a 1% decrease from last year [48] - Saudi Aramco's CEO warned of a future oil supply shortage [48] Bonds - The domestic bond market was strong, with most spot bond yields falling [49] - Uncertainty in the French bond market is increasing due to upcoming credit reviews [50] - US bond yields fell across the board [50] Foreign Exchange - The on - shore RMB against the US dollar fell 11 points at 16:30 on Thursday [51] - The US Treasury Secretary said the yen would stabilize if the Bank of Japan implemented the right policy [51] - The US dollar index fell 0.31% at the New York close [51]