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ESG ETFs Show Surprising Resilience Despite Headwinds
Etftrends· 2026-02-12 18:22
ESG ETFs Show Surprising Resilience Despite HeadwindsThe narrative surrounding ESG ETFs in 2025 was one of resilience. While headlines often focus on the backlash against sustainable mandates, the underlying data reveals a more nuanced reality: a dedicated base of indexed ESG investors is keeping the segment afloat.## Global Outflows vs. U.S. Passive StabilityAccording to [recent Morningstar data], the global sustainable fund universe faced its most challenging year on record in 2025. Global sustainable fun ...
Renmark Financial Communications to Host TRX Gold Corp. in Virtual Non-Deal Roadshow Series on Thursday, February 19, 2026
TMX Newsfile· 2026-02-12 16:23
Toronto, Ontario--(Newsfile Corp. - February 12, 2026) - Renmark Financial Communications Inc. ("Renmark") is pleased to announce that TRX Gold Corp. (TSX: TRX) (NYSE American: TRX) will participate in Renmark's live Virtual Non-Deal Roadshow Series on Thursday, February 19, 2026, at 9:00 AM CST / 10:00 AM EST to discuss its latest investor presentation. Renmark welcomes investors, stakeholders, and interested participants to register for this live interactive event.The presentation will feature Stephen Mu ...
可口可乐2025全年营收增长2%,无糖可口可乐增长13%
Core Insights - Coca-Cola Company reported a revenue of $47.941 billion for the year 2025, reflecting a 2% year-on-year growth, while net profit surged by 23% to $13.137 billion [1][2] - The company's fourth-quarter revenue reached $11.822 billion, also growing by 2%, with net profit increasing by 5% to $2.316 billion, and earnings per share (non-GAAP) of $0.58, exceeding market expectations [2] Revenue and Profit Performance - For the full year 2025, Coca-Cola's revenue was $47.941 billion, a 2% increase compared to the previous year, while net profit was $13.137 billion, marking a significant 23% growth [1][2] - In Q4 2025, the company achieved a revenue of $11.822 billion, a 2% growth, and net profit of $2.316 billion, a 5% increase [2] Product Innovation and Market Strategy - The company's innovation in product categories, particularly the no-sugar series, has become a core growth driver, with no-sugar Coca-Cola sales increasing by 14% for the year and 13% in Q4 [2] - Diversified categories such as bottled water, sports drinks, coffee, and tea also contributed positively, with a 2% increase in sales across these segments [2] Supply Chain and Market Focus - Coca-Cola emphasized its strategic focus on the Chinese market, highlighting it as one of the most important markets, with plans for proactive investments in supply chain resilience [3] - Significant investments in new production facilities in various regions of China, including AI-driven operations and green certifications, demonstrate the company's commitment to enhancing its supply chain network [3] Brand Innovation and Community Engagement - Coca-Cola China has strengthened its connection with local consumers through product innovations and cultural resonance, such as the "sharing bottle" and limited edition designs [4] - The company has also integrated community resilience into its operations, responding to emergencies and supporting rural schools through its water initiatives, reflecting its long-term commitment to ESG principles [4] Market Outlook - Analysts believe that Coca-Cola's robust financial performance, explosive growth in no-sugar categories, and steadfast investment in the Chinese market showcase its risk resilience and strategic determination [4] - The anticipated release of production capacity in 2026 is expected to further solidify Coca-Cola's leadership position in the Chinese market [4]
Assaí Atacadista(ASAI) - 2025 Q4 - Earnings Call Transcript
2026-02-12 15:02
Sendas Distribuidora (NYSE:ASAI) Q4 2025 Earnings call February 12, 2026 09:00 AM ET Company ParticipantsAymar Giglio Jr. - CFOBelmiro Gomes - CEODanniela Eiger - Head of Equity ResearchIrma Sgarz - Managing DirectorConference Call ParticipantsAndrew Ruben - AnalystJoseph Giordano - Stock AnalystJoão Soares - Senior AnalystRodrigo Gastim - Equity Research AnalystOperatorHi, everyone. Good morning, ladies and gentlemen. Thank you for participating in our earnings call for the fourth quarter and the year of 2 ...
Waste nections(WCN) - 2025 Q4 - Earnings Call Presentation
2026-02-12 13:30
December /Q4 2025 SAFE HARBOR STATEMENT This document contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 ("PSLRA"), including "forward-looking information" within the meaning of applicable Canadian securities laws. These forward-looking statements are neither historical facts nor assurances of future performance and reflect Waste Connections' current beliefs and expectations regarding future events and operating p ...
中国海诚国内外项目签约活跃,股价短期震荡机构看好长期空间
Jing Ji Guan Cha Wang· 2026-02-12 11:07
机构观点 机构对中国海诚中长期展望持中性偏积极态度。根据2026年2月12日的最新市场观点,机构给予公司综 合目标价15.40元,较当前股价存在约39.62%的上涨空间。盈利预测显示,2026年净利润预计同比增长 11.44%,营收增长4.90%,主要基于新兴业务订单增长及海外扩张潜力。当前机构评级以中性为主,调 研频率较低,但ESG实践获市场认可,如评级升至"A"级。 经济观察网 近期,中国海诚(002116)在业务拓展方面表现活跃。根据搜狐网2026年2月10日的报道, 公司在新年伊始实现签单"开门红",于国内外核心领域签约多个项目,涵盖食品、节能环保及新材料 类。例如,在食品领域,签约沙特阿拉伯精炼糖厂项目,提供全流程工程管理服务;在节能环保类,签 约巴西垃圾焚烧发电项目,提升当地资源化利用水平;在新材料类,签约钴材料产业项目,聚焦高电压 四氧化三钴研发。这些项目彰显公司综合竞争力,并有望支撑未来业绩增长。 股票近期走势 从股价表现看,中国海诚近7日(2026年2月6日至12日)呈现震荡走势。截至2月12日收盘,股价报 10.87元,当日跌幅1.45%,近5日累计跌幅2.34%。期间最高价为2月5日的1 ...
CDP首席市场官:可持续发展行动转向深层商业逻辑,中国企业披露势头强劲
Xin Lang Cai Jing· 2026-02-12 09:46
可持续发展议题"降温"? 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】 在人工智能与地缘政治话题占据今年世界经济论坛年会头条的当下,可持续发展议题的"音量"似乎有所 减弱。然而,全球环境信息披露平台CDP首席市场官Shannon Joly在对话新浪财经时指出,这或许意味 着,可持续发展已不再仅仅是挂在嘴边的口号,而融入了企业的财务绩效与长期韧性战略。在全球向强 制性气候披露迈进、中国自身披露标准落地的关键之年,Joly分享了CDP如何助力包括中国企业在内的 全球商业体构建一个对地球有益的"新常态"。 纵览今年年会的议程,尽管议程中直接和可持续发展相关的议题看似有所下降,但Joly指出,"我们不 应轻易下结论,仅仅因为可持续发展议题在世界经济论坛上被讨论或展示得少了,就认为行动停滞 了。"她强调,实际行动正在幕后加速。 "虽然我们可能较少直接提及'可持续发展'这个词,但实际上我们正更多地从财务绩效和韧性(抵御风 险能力)的角度来谈论它。当 ...
经济学人智库首席经济学家:在“渴望确定性”的时代寻找增长锚点
Xin Lang Cai Jing· 2026-02-12 09:34
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】 当全球目光聚焦美国总统特朗普带来的地缘经济波动与AI投资热潮之际,正在举行的世界经济论坛 2026年会试图在喧嚣中寻找稳定锚点。新浪财经在达沃斯现场对话经济学人智库首席经济学家 Constance Hunter,探讨在一个"渴望确定性"的时代,企业如何穿越政治周期迷雾,以及技术革命如何 真正转化为增长动能。 AI进入"具体应用"阶段,中国展现技术领导力 Hunter提到,对于AI的讨论,正在从抽象概念的讨论转为对具体应用场景的讨论。"本届达沃斯期间, 我遇到的大多数企业家都从事AI相关业务,"Hunter观察发现,"人们已不再抽象地讨论AI,而是着眼于 具体的落地应用场景"。 Hunter指出,AI正在催生大量全新岗位,许多一两年前根本不存在的新岗位正在诞生。在其所在的经济 学人智库,借助云端编程工具,团队生产率已获得大幅提升。该机构新上线的内部智能体实现了对历史 数据(最早至1956年)的自然语言交互查询,能直接生成基于研究的答案并溯源至 ...
中国工程院院士汤广福:以高水平能源科技自立自强,筑牢能源强国建设根基
Xin Lang Cai Jing· 2026-02-12 09:28
Group 1 - The core viewpoint emphasizes the importance of energy technology innovation as a fundamental driver for building a new energy system and achieving energy independence in the context of global competition [1][2][12] - The 2026 National Energy Work Conference outlines seven tasks, with a focus on accelerating energy technology innovation as a key priority [1][12] Group 2 - Since the 18th National Congress, China's energy sector has implemented an innovation-driven development strategy, achieving significant advancements in energy technology, transitioning from "catching up" to "keeping pace" and in some areas "leading" [2][13] - In 2024, China's primary energy production and consumption are projected to reach 4.98 billion and 5.96 billion tons of standard coal, accounting for 26.8% and 27.7% of global totals, respectively [2][13] - The total installed power generation capacity in China has surpassed 3.7 billion kilowatts, maintaining the world's leading position [2][13] Group 3 - Technological innovations have accelerated the green transition, establishing the world's largest renewable energy system, with renewable energy installations exceeding thermal power for the first time [2][13] - The "West-East Power Transmission" project has a transmission capacity of approximately 340 million kilowatts, with over 20% of the electricity transmitted being renewable energy [2][13] Group 4 - The construction of an energy powerhouse is a historic leap, with China facing challenges in energy transition and security under dual constraints of supply and carbon reduction [4][15] - Energy consumption has increased by approximately 98 million tons of standard coal during the first four years of the 14th Five-Year Plan, with continued rigid growth expected during the 15th Five-Year Plan [4][15] - The reliance on coal is shifting from a foundational energy source to a regulatory one, with a declining proportion of coal-fired power generation [4][15] Group 5 - The transformation of the energy system is profound, with challenges in the green transition due to the inherent variability of renewable energy sources [5][16] - The need for energy technology innovation is critical to address these challenges, focusing on breakthroughs in fundamental theories, key materials, and core equipment [5][16] Group 6 - The construction of a new energy system must focus on high-efficiency power generation technologies and the development of non-fossil energy sources, with predictions indicating that by 2060, non-fossil energy consumption will exceed 80% [6][17] - Key areas for technological breakthroughs include clean coal utilization, new oil and gas development technologies, and the establishment of a robust energy supply system [6][17] Group 7 - The new power system is essential for accommodating a high proportion of renewable energy, requiring advancements in grid integration and stability analysis methods [7][18] - Hydrogen energy is projected to become a significant component of future energy consumption, necessitating breakthroughs in hydrogen production and storage technologies [7][18] Group 8 - The 14th Five-Year Plan period is crucial for accelerating energy structure adjustments and transitioning to new energy sources, emphasizing the need for a strong innovation ecosystem [8][19] - Recommendations include enhancing national strategic tasks, improving major scientific infrastructure, and fostering collaboration among research institutions and leading enterprises [8][19][20]
中国工程院院士刘吉臻:人工智能≠大模型,别搞错AI+电力的应用边界
Xin Lang Cai Jing· 2026-02-12 09:22
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】 2026年1月30日,以"智赋未来·能启新篇"为主题的AI+能源发展大会在中关村会议中心举行。中国工程院院士刘吉臻围绕《AI在新型电力系统中的应用技术 难点与解决方案》主题,结合中国能源发展实际,深入阐释了能源转型与新型电力系统的核心内涵,剖析了AI赋能新型电力系统的关键价值、应用边界及 实践路径,以务实视角为二者深度融合提供了权威指引。 中国工程院院士刘吉臻做主旨演讲 刘吉臻开篇从工业革命与能源转型的关联切入,明确第四次工业革命的核心主题是新能源与AI,同时着重强调,探讨中国能源转型与AI应用必须立足中国 国情——我国作为世界最大能源消费国、以煤炭为主体的能源大国和碳排放大国,目前仍处于"煤炭为主+新能源"的能源结构阶段。脱离这一客观现实,任 何关于能源转型和AI应用的探讨都难以切合实际。 结合国家能源战略,刘吉臻指出,自2014年"四个革命、一个合作"能源新战略提出以来,中央已明确建设新型能源体系、加快新型电力系统建设、打造能源 强国的 ...