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专访蓝顿旭美郝昳雯:以全链ESG变废为宝,探食品加工绿色路径
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-10 08:41
Core Insights - The article discusses how food companies, particularly Landun Xumei Food Co., are integrating sustainable development into their operations, focusing on the entire potato supply chain from breeding to processing [1][2]. Group 1: Sustainable Development Strategy - The company has been committed to sustainable development for eight years, integrating this philosophy into all business operations, including breeding, planting, and processing [2]. - The company aims to achieve a "zero waste" model by fully utilizing potato by-products, such as producing plastic bags and paper from potato peels [2][5]. Group 2: Logistics and Carbon Emission Reduction - The company optimizes logistics by strategically locating potato planting bases closer to processing facilities, significantly reducing transportation distances and associated carbon emissions [3]. - Collaborations with fleets using new energy vehicles and smart systems for route planning have further enhanced logistics efficiency and reduced fuel consumption [3]. Group 3: ESG Integration and Performance - ESG indicators are incorporated into employee performance evaluations, linking energy efficiency, pesticide reduction, and waste recycling rates to individual and team performance [4]. - This approach fosters a proactive culture among employees, transforming the mindset from "I have to" to "I want to" regarding sustainability efforts [4]. Group 4: Waste Resource Utilization - The company processes approximately 25,000 tons of waste from potato production, collaborating with institutions like MIT and Shanghai University to develop new products from waste materials [5][6]. - A comprehensive ESG management system tracks the lifecycle of waste materials, allowing for precise measurement of carbon reduction achieved through resource utilization [7]. Group 5: Community Engagement and Economic Development - The company has established a "Rural Revitalization CEO" position to connect farmers with the business, enhancing local agricultural practices and increasing farmer incomes by over three times [8]. - The model of "leading enterprises + cooperatives + bases + farmers" ensures sustainable agricultural practices and provides skill training to local farmers [8]. Group 6: Future Goals and Challenges - The primary challenge faced by the company is cost control, particularly in the early stages of sustainable development, which requires significant investment and time [9]. - Future goals include achieving carbon balance and developing a zero-carbon park, with a focus on detailed research and implementation of related initiatives [9].
Axsome Stock's Strong Growth And Expanding Pipeline: Why I Assign A Buy (NASDAQ:AXSM)
Seeking Alpha· 2025-10-10 08:07
Core Insights - Axsome Therapeutics is transitioning from a development-stage company to a neuroscience-focused entity, with three drugs currently marketed and a robust late-stage pipeline [1] Company Overview - Axsome Therapeutics has successfully moved into the commercialization phase with three marketed drugs [1] - The company is developing a rich late-stage pipeline, indicating potential for future growth and revenue generation [1] Financial Analyst Background - Gamu Dave Innocent Pasi, a financial professional, has extensive experience in financial analysis and investment research, contributing to reputable publications [1] - He holds advanced qualifications in investments and portfolio management, emphasizing his expertise in the field [1] Investment Focus - The analyst is currently focused on building an international investment portfolio, aiming to share insights and strategies with the global investing community [1]
对话王石:从哥本哈根到“生物圈3号”,一切都不确定,但你得准备着
Hua Xia Shi Bao· 2025-10-10 03:04
2021年,依托我国发布的碳达峰碳中和路线图,王石开创了告别万科后的第一个项目"生物圈3号"。 王石向《华夏时报》记者表示,按实际估算,这些年他参与过的公益组织接近100家,但时间精力有 限,他参与的形式和程度也有所不同——多花时间、专注投入是一种;弹性参与,例会出席是另一种; 再就是挂名——他会对挂名的机构是否"靠谱"预先评估,再做决定。他算了笔时间账,"50家社会组织 一家给一天,50天就快占到年均1/7的时间了。人情世故难以避免,调配好还过得去;调配不好就处理 不好——那是你自己的问题。"王石笑道。 当《华夏时报》记者问起如何看待企业采用公益营销方式拉近与消费者距离、提升品牌美誉度的做法, 王石说"这个问题还真没深入思考过,无法给出确切答案。"但他又说:"现在一些企业搞促销,一杯奶 茶里有5分钱就是做公益,年轻人买账。" 说起万科公益基金会通过丰富多元的互动方式与社区居民建立联系,动员和引导他们参与社区减碳,王 石举了好几个真实生动的例子。比如,被幼儿园小朋友带动家长做起来的二手手机回收再利用的"绿盒 子行动",比如联动社区跑步小组或老年合唱团一起参与社区生态环保建设。他认为,"用心组织,慢慢 推进,持 ...
研究显示全球逾25%铜产能因ESG陷入停滞
Wen Hua Cai Jing· 2025-10-10 02:02
最新研究表明,约640万吨铜产能因环境、社会和治理(ESG)问题陷入停滞或暂停状态,相当于全球矿产总产量的25%以上。 GEM矿业咨询分析师指出,与地质或技术障碍不同,这些瓶颈可通过强化治理、深化社区参与及推行可持续实践来解决。该研究发布之际,电气化、可再 生能源增长及数字经济正持续推升铜需求。 智利、秘鲁和美国等国目前拥有大量未投入市场的铜储量。GEM经济学负责人Patricio Faúndez指出,即使仅开发其中一小部分项目,也能缓解能源转型期间 迫在眉睫的供应短缺问题。 秘鲁未开发铜矿储量占比最高,约31%或180万吨,其次是美国80万吨、智利70万吨,阿根廷和巴布亚新几内亚(PNG)各约60万吨。 秘鲁当前停产的铜矿产量几乎等同于其年产量。研究指出,若这些产能得以释放,秘鲁年产量将突破400万吨,超越刚果民主共和国重夺全球第二大铜生产 国地位。 在美国,重启搁置项目可缩小国内产量与消费增长之间的缺口,增强供应保障并降低进口依赖。 智利方面,这些滞留的铜矿产能有望终结该国长达数十年的年产量550万吨天花板,推动产量突破600万吨,巩固其全球供应主导地位。 在33个因ESG因素停滞的项目中,秘鲁La Gr ...
“2025可持续全球领导者大会”下周召开,观众报名通道开启
Xin Lang Cai Jing· 2025-10-10 01:58
本届"可持续大会"由世界绿色设计组织(WGDO)、新浪集团联合主办,国际财务报告准则基金会 (IFRS Foundation)北京办公室协办,新浪财经和世界绿色设计组织北京代表处承办。 本届"可持续大会"是对以往"ESG全球领导者大会"的全面升级。 据主办方介绍,本届大会将持续三天,为参会者打造高品质交流场景,提供集中化的专业对话与资源对 接空间,让跨区域、跨领域的连接更迅速、更高效,碰撞出更多可持续发展的"思想火花"。 此外,本届大会涵盖逾50个议题,包括能源与双碳、绿色金融、可持续消费、科技与公益等细分领域, 既有顶层政策解读、前沿学术研究,也有鲜活企业案例分享,构建"全链条、多维度"的专业矩阵。 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 9月29日消息,经国务院批准, 2025可持续全球领导者大会(以下简称"可持续大会")将于10月16日-18 日在上海市黄浦区世博园区召开。大会以"携手应对挑战:全球行动、创新与可持续增长"为核心主题。 目前,观众报名通道已经开启。 【点击此处报名参会】 "从首届ESG全球领导者大会到如今的2025可持续全球领导者大会,五年时间,系列盛会始终以 ...
WuXi Biologics Receives MSCI AAA ESG Rating for Third Consecutive Year
Prnewswire· 2025-10-10 00:30
Core Insights - WuXi Biologics has received the AAA ESG rating from MSCI for the third consecutive year, highlighting its commitment to sustainability and strong ESG performance [1][2]. Company Performance - The AAA rating places WuXi Biologics among an elite group of companies recognized for outstanding ESG performance, particularly in climate change, product safety, human capital development, and corporate governance [2]. - The company has been actively engaged with the United Nations Global Compact and the Pharmaceutical Supply Chain Initiative, aligning its efforts with the United Nations Sustainable Development Goals [4]. Recognition and Awards - WuXi Biologics has received multiple accolades for its sustainability efforts, including an EcoVadis Platinum Medal, inclusion in the Dow Jones Sustainability Indices, and recognition as a top-rated company by Sustainalytics for five consecutive years [5]. - The company has also been rated as Prime by ISS ESG Corporate Rating and is a constituent of the FTSE4Good Index Series [5]. Operational Overview - WuXi Biologics employs over 12,000 skilled employees across various countries, including China, the United States, Ireland, Germany, and Singapore, providing efficient and cost-effective biologics solutions [8]. - As of June 30, 2025, the company is supporting 864 integrated client projects, with 24 in commercial manufacturing [8]. Commitment to Sustainability - The company views sustainability as a cornerstone of long-term business growth and continuously drives green technology innovations to offer advanced Green CRDMO solutions [9]. - WuXi Biologics collaborates with stakeholders to foster positive social and environmental impacts, promoting responsible practices throughout the value chain [9].
进博会“全勤生”剧透今年参展亮点
Zhong Guo Xin Wen Wang· 2025-10-09 13:33
Group 1: Core Insights - The 8th China International Import Expo (CIIE) is approaching, with companies like Kao and Bayer showcasing their innovations and commitment to the Chinese market [1][2][3] - Kao has localized production for several brands, including Freeplus and Curel, and aims to respond quickly to market changes by moving its global headquarters for Freeplus to China [1][2] - Bayer will present approximately 26 highlight exhibits, including 5 global debuts and 8 China debuts, focusing on innovations in pharmaceuticals, consumer health, and crop science [3][4] Group 2: Company Strategies - Kao's participation emphasizes a "global innovation + local implementation" model, adapting products to meet local agricultural needs and consumer preferences [1][2] - Bayer's strategy includes showcasing advancements in oncology, cardiovascular health, and agricultural innovations, with a focus on integrating global knowledge into local agricultural development [3][4] - Both companies are leveraging the CIIE as a strategic platform to connect with the Chinese market and enhance their brand presence [2][4]
闽东巨人如何穿透中西“认同”迷雾
财富FORTUNE· 2025-10-09 13:05
图片来源:视觉中国 作为宁德时代的可持续发展总监,潘学兴日常工作的一项重要内容,就是解答客户和投资者关于公司减 碳、环保的各种提问。有一次,他遇到一个令他啼笑皆非的问题。 "一个磷酸铁锂电池的客户问:如何能证明,你们产品里边的钴不是来自刚果?"他回忆道。 这位客户担心的是"冲突矿产"的问题。非洲的刚果(金)因存在严重的武装冲突和非法童工,被多国政府 列作"冲突地区",来自这里的矿产被称作"冲突矿产"。欧盟就规定,任何商品——从珠宝首饰到电动汽 车——一旦包含冲突矿产,都要接受严格监管,以防助长暴力。 "问题是,磷酸铁锂电池里,压根就不含钴啊!"潘学兴说。 类似这样的问答,反映出国际供应链中的信息错位和信任挑战,也是潘学兴和他的ESG同行们每天都要 面对的功课。 过去十年,随着ESG(环境、社会和治理)成为财务指标以外对企业的又一套主流评价体系,大公司核 心高管层中普遍增加了一个新职位:首席可持续发展官(CSO),或ESG负责人。潘学兴就是其中之 一。 对内,CSO们负责锚定对企业来说最重要的ESG议题,比如降低碳排放、确保客户数据安全、提升员工 福利等,并制定改进目标,比如与管理层薪酬挂钩的KPI。对外,他们 ...
Bull of the Day: Montrose Environmental (MEG)
ZACKS· 2025-10-09 12:01
Core Viewpoint - Montrose Environmental Group (MEG) is highlighted as a strong investment opportunity in the environmental services sector, benefiting from regulatory tailwinds and robust profit margins despite being in a less glamorous industry [1][2]. Company Overview - Montrose is a comprehensive environmental services platform that offers consulting, lab testing, air measurement, remediation, and renewable energy solutions [2]. - The company is actively involved in addressing environmental challenges such as PFAS contamination and methane monitoring, positioning itself at the forefront of sustainability trends [2][4]. Financial Performance - Analysts have raised earnings estimates for Montrose, with the current year's consensus estimate increasing from $0.66 to $1.34 and next year's from $0.83 to $1.36 [3]. - Montrose has consistently exceeded earnings expectations for four consecutive quarters, averaging a surprise of $0.15 [3]. - Revenue growth is projected to exceed 15% this year, driven by industrial demand and heightened regulatory enforcement [3]. Market Position - The environmental services sector, where Montrose operates, is relatively insulated from economic downturns, as compliance with environmental regulations remains a priority for industries [4]. - The increasing scrutiny on ESG (Environmental, Social, and Governance) practices is expanding Montrose's testing and remediation backlog [4]. Technical Analysis - The stock has shown strong recovery from recent lows, with the 50-day moving average providing significant support [5]. - Montrose's stock is currently approaching a swing high just above $31, indicating positive technical momentum [5].
Tenet Healthcare: USPI Momentum Expected To Sustain Q3 Earnings, Why I Choose To Buy (NYSE:THC)
Seeking Alpha· 2025-10-09 11:06
Core Insights - Tenet Healthcare Corporation (NYSE: THC) stock is reaching levels near both 52-week and all-time highs, last seen in September 2002, indicating strong market performance over two decades [1] Company Performance - The stock performance of Tenet Healthcare Corporation is highlighted as it approaches significant historical highs, suggesting positive investor sentiment and potential growth opportunities [1] Market Context - The current stock levels reflect a broader trend in the healthcare sector, where companies are experiencing increased investor interest and market activity [1]