证券之星消息，12月4日，深证国企ESG（970055）指数报收于1365.82点，涨0.18%，成交223.48亿元， 换手率0.98%。当日该指数成份股中，上涨的有15家，广东宏大以8.59%的涨幅领涨，下跌的有34家，全 聚德以3.93%的跌幅领跌。 深证国企ESG（970055）指数十大成份股详情如下： 近10日内深证国企ESG（970055）指数成份股做了调整，新纳入了15只股票，剔除了15只股票。 | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | | sz002415 | 海康威视 | 10.20% | 30.35 | 0.03% | 2781.54 | 计算机 | | sz000725 | 京东方A | 9.22% | 4.05 | 0.50% | 1515.26 | ● 电子 | | sz000858 | 五根液 | 8.57% | 114.45 | -0.99% | 4442.50 | 食品饮料 | | sz000338 | 潍柴动力 | 7.34% | ...

此外，热力学芯片等新型硬件通过多态单元设计，进一步降低功耗。王忠民强调，"这些创新的背后， 是ESG对能效的要求促使AI硬件变革，让AI能在低耗环境中持续发展。" AI不仅关乎技术竞争，更直接关联社会结构。王忠民表示，随着AI推动寿命延长，老龄化等问题日益 紧迫。"AI在解决这些问题时，必须遵循ESG中的社会责任要求，关注劳动者权益、财富分配与社会可 持续发展。" 他提到，已有许多领先的 AI 公司开始采取行动。例如，AI可以探索如何为老年人提供更好的保障，如 建立全球基础收入系统，为老年人提供足够的生活保障，让他们在享受健康长寿的同时，不会因失去工 作能力而陷入贫困。"这些都是ESG对AI提出的社会关怀要求，确保AI的发展不仅服务于资本，也服务 于每一个普通人，促进社会的和谐与公平。" 在资源维度上，王忠民指出，AI的发展正推动材料使用方式的根本变革。传统产业依赖对单一材料的 高耗能提纯，而ESG对资源消耗的严格要求，促使AI向更可持续的模式转型。"从单一材料到复合材 料，再到化合材料，技术进步让我们更高效地利用资源。" 他举例说，新能源汽车电池正从依赖锂、钴等稀有金属，转向更廉价、安全的复合材料，"这不仅 ...

证 券 研 究 报 告 ESG 月报（2025 年 11 月） 新能源将与新兴产业融合互促发展 ❑ 行业发展动态： 1、政策动态：（1）国务院新闻办公室 11 月 8 日发布《碳达峰碳中和的中国行 动》白皮书，系统阐述中国推进"双碳"工作的战略部署、实践路径与显著成 就。（2）11 月 12 日，国家能源局发布关于促进新能源集成融合发展的指导意 见，旨在推动新能源由单一开发转向集成融合发展。到 2030 年，该模式将成 为新能源发展的重要方式。 2、行业热点：（1）第十五届全国运动会首次实现全过程碳中和，绿色低碳理 念贯穿赛事始终，这一创新实践不仅为粤港澳大湾区注入了绿色动能，更以实 际行动诠释了"体育精神"与"生态文明"的共生共荣。（2）宠物经济的繁荣 伴随显著环境压力，需通过政策监管、行业创新与公众理性消费协同推动其绿 色低碳转型，以实现可持续发展。 3、产业实践：（1）乐高超半数生产线改用纸袋，所有包装纤维材料占 93%， 亚洲工厂已基本完成改造，欧美工厂预计三年内完成，旨在减塑增效，为行业 提供可持续发展范例。（2）谷歌与道达尔能源签署 15 年协议，将从后者的太 阳能电站采购总计 1.5 太瓦时的认 ...

21世纪经济报道记者 杨坪 近日，21 世纪经济报道记者获悉，深交所组织上市公司赴德国举办"投资中国新机遇"—深市上市公司 法兰克福路演交流会。 活动旨在向当地投资者宣介"十五五"时期中国经济高质量发展前景，面对面讲好深市上市公司科技发展 故事，推动当地投资者更好理解中国资本市场发展机遇与投资价值，进一步助力服务中德产业投资合 作。 据悉，今年以来，深交所在香港、新加坡、韩国、澳大利亚、德国等地和境内累计组织已开展11场境外 路演及境外投资者走进上市公司活动，覆盖超50家次深市上市公司，向境外机构投资者多维度展示深市 上市公司投资价值和中国经济高质量发展新机遇。 多家与会的投资机构表示，通过一系列的路演活动，深入了解了企业的经营情况和发展前景，切身感受 到中国企业在全球化、数字化、高端化、绿色化的微观活力，成为重塑全球价值链的重要力量，将持续 关注中国市场的投资机会，对中国资产的长期投资价值充满信心。 据了解，此次参与法兰克福路演交流会的深市上市公司分别为阳光电源、潍柴动力、爱尔眼科、罗博特 科、海亮股份，来自数字经济、高端制造、绿色低碳等新质生产力领域，并在德国或欧洲有本地化业 务。 与会投资者评价中德两国 ...

Core Viewpoint - The credit rating agency Hainan Green Development Credit Rating Co., Ltd. (referred to as "Green Rating") has released ESG proactive rating results covering 5,393 listed companies, aiming to support corporate green transformation and provide transparent references for investors and regulatory bodies [2][4]. Group 1: ESG Rating Overview - The ESG proactive rating framework includes three dimensions: Environment (E), Social (S), and Governance (G), encompassing 19 core issues and over 300 data indicators, leading to a comprehensive ESG rating score for companies [4]. - Approximately 30% of the rated companies achieved an A grade or above [4]. Group 2: Company Profile - Kangzhi Pharmaceutical - Kangzhi Pharmaceutical (300086, SZ) received an A grade for its comprehensive performance in the ESG areas [2]. - The company's mission is to "act with integrity and benefit humanity through medicine," aiming to create significant changes for human health and social development [6]. - In the environmental aspect, Kangzhi adheres to a "green production, low-carbon operation" philosophy, focusing on clean production, energy conservation, and circular economy, and has been recognized as a "Green Factory of Hainan Province" and a "Waste-Free Factory of Haikou City" by 2025 [6]. - In terms of social responsibility, Kangzhi has actively engaged in disaster relief, children's welfare, public health, and sports culture events, contributing over 10 million yuan in donations and materials through initiatives like the "Kangzhi Red Face Fund" established in partnership with the China Children and Teenagers' Fund [6]. - On the governance front, Kangzhi emphasizes "compliance management and proactive governance," continuously improving its board structure, investor relations, and shareholder rights to achieve a balance between economic and social benefits [7]. - The A grade rating reflects the recognition of Kangzhi's sustainable development achievements and its commitment to high-quality development in the children's health industry [7].

Core Insights - The white paper titled "Observation on Voting Trends of Shareholders' Meetings of A-share Listed Companies: Insights on Institutional Shareholders' Participation in Governance" was jointly released by Harvest Fund and Wind ESG, analyzing shareholder voting behaviors and institutional investor governance practices based on data from 2023 [2] Group 1: Shareholder Participation Trends - Higher institutional ownership correlates with increased shareholder meeting participation, with voting rights participation rates of 58.7%, 52.7%, and 51.6% for the CSI 300, CSI 500, and heavily held fund stocks respectively, significantly above the average participation rate of 48.8% for all A-shares [5] - The average voting rights participation rate for small shareholders in the three samples is 8.3%, 6.5%, and 8.7%, while the overall average for all A-share small shareholders is only 3.5% [12] Group 2: Rising Dissent in Proposals - The dissent rate for proposals across the market has been increasing, with 5.2% of proposals in the first three quarters of 2025 having dissent rates exceeding 5%, particularly in asset purchases and sales, as well as related party transactions [6] - Small shareholders and Hong Kong shareholders show a more pronounced tendency to dissent, with small shareholders dissenting over 12% on proposals related to rule establishment and amendments, guarantees, and financial support, while Hong Kong shareholders dissent over 20% on proposals regarding mergers and guarantees [6] Group 3: Future Directions and ESG Integration - The white paper aims to systematically outline the evolution of corporate governance in A-shares and clarify the core value and practical paths for institutional shareholders' participation in governance [8] - Wind ESG plans to continuously optimize its ESG rating system and data services to support institutional investors in managing responsibilities through diverse methods such as voting, communication, and proposals, promoting capital towards companies with strong governance and sustainable development capabilities [8]

新华财经北京12月4日电（王菁）4日，以"智驭风险·信立新篇"为主题的中诚信2026年信用风险展望年 会在上海举行。 岳志岗进一步表示，针对科创企业"轻资产、高成长、高波动"的特征，信用评估标准应该从传统"看过 去、看资产"逐步转向"看未来、看技术"。而在绿色转型方面，随着"双碳"目标的推进，ESG正逐渐成 为衡量企业可持续发展能力的重要参考，并逐步融入供应链体系建设。在这一过程中，科学、规范的信 用评价体系为ESG的落地提供了关键支撑。通过将ESG因素系统性地纳入信用评估框架，有助于市场参 与者有效识别绿色转型中的机遇与风险，为构建绿色和可持续的现代产业体系奠定信用基础。 （文章来源：新华财经） 如果说"智"是驾驭风险的手段，那么"信"就是夯实高质量发展的基础支撑。"健全的社会信用体系、规 范的企业治理结构与公平有序的市场环境，是金融强国建设的重要支柱。"岳志岗表示，作为信用服务 体系的重要组成部分，评级行业进一步完善方法论与模型体系，持续提升风险识别与定价能力，为资本 市场服务实体经济提供支持。 无论是"智驭风险"的实践，还是"信立新篇"的探索，最终都要服务于经济高质量发展大局，而科技创新 与绿色转型正是 ...

Background - The global climate crisis, tightening regulatory policies, and the mainstreaming of ESG investments have transformed corporate sustainability from an "optional" to a "mandatory" aspect [1] - Companies face uncertainties in the external environment and must drive internal strategic restructuring, embedding responsibility into their business models [1] - The practice is currently facing a "triple dilemma": environmental tensions between carbon neutrality and short-term growth, balancing diverse stakeholder demands on the social front, and the risk of "greenwashing" due to inconsistent ESG data and standards [1] Forum Objectives - The forum aims to redefine "sustainable competitiveness" beyond traditional CSR logic, observing three key transformations in pioneering companies: - Shifting from compliance to value creation, turning ESG challenges into innovation opportunities [1] - Advancing from isolated actions to systemic change, building resilience across the entire industry chain [1] - Transitioning from external drivers to intrinsic motivation, embedding sustainability into corporate strategy [1] - The event will gather representatives from regulatory bodies, enterprises, academia, and the investment community to discuss creating a resilient system that integrates business, environment, and society [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 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】 12月2日，第13届中国责任投资论坛（China SIF）年会在京成功举行。年会由商道融绿主办，联合国环境规划署金融倡议（UNEP FI）、联合国可持续证券 交易所倡议（UN SSE） 联合主办。来自监管、市场和学术界的数十位专家围绕"重构全球格局，发现新兴机遇"这一主题发表观点。来自金融机构、上市公 司及学术机构等300多位代表现场参会，线上观看人次首次超过百万。 中国责任投资论坛理事长、商道融绿董事长、联合国环境规划署金融倡议（UNEP FI）中国代表郭沛源主持本届年会。他介绍道，在全球ESG发展面临波动 的情况下，中国积极推动绿色转型，绿色金融市场规模持续上升，以气候相关披露为重点的可持续披露准则也广受关注。在此背景下，本届年会旨在聚焦 ESG的最新进展，探讨可持续金融的新格局和新机遇。 第一轮主旨演讲环节聚焦"国内外ESG发展态势"。 全国社保基金理事会原副理事长、中国责任投资论坛名 ...

Core Insights - The 2025 Global Brand Economy Conference and the 16th Golden Flag Brand Awards highlighted the achievements of brands, with Master Kong winning the highest honor, the "Grand Prize," for its ESG communication project "The Modern Adventures of Princess Nanny" [1][12] - Master Kong also received recognition for its Hangzhou Flavor Museum project, which won the "Corporate Public Relations Communication Case Gold Award," and was included in the "Top 50 Brands with Social Value" [1][12] Group 1: Awards and Recognition - Master Kong won four awards at the Golden Flag Awards, showcasing its commitment to high-quality development and sustainable brand practices [1][12] - Other notable winners included projects from companies like Malaysia's Petronas, Roche, JD.com, and leading brands such as BMW, Mars, Huawei, and Bayer [5] Group 2: Innovative Practices - The award-winning project "The Modern Adventures of Princess Nanny" utilized a unique combination of "costume drama" and "AI digital human broadcasting," effectively engaging audiences on social media and promoting ESG concepts [6][8] - The Hangzhou Flavor Museum features ten themed spaces and interactive installations, transforming traditional industrial scenes into engaging educational experiences, thus merging industrial tourism with brand communication [8] Group 3: Sustainable Operations - Master Kong has integrated sustainable development into its operations, achieving significant reductions in carbon emissions and energy consumption, including a 19.04% decrease in energy consumption per million yuan of revenue from 2017 to 2024 [10][12] - The company’s innovative technologies, such as heat recovery systems and AIOT energy-efficient refrigerators, are expected to enhance its green operations further [10] Group 4: Industry Impact - Master Kong's ongoing ESG initiatives have garnered multiple recognitions, including being featured in the UN Global Compact's 25th Anniversary Excellent Case Collection and receiving accolades from S&P Global and Fortune [12] - The company's achievements reflect its commitment to long-termism and high-quality development, positioning it as a leading brand in sustainable practices within the food and beverage industry [12]