Core Viewpoint - The second International Energy Sustainable Development (ESG) Forum was successfully held in Chongli, focusing on energy cooperation and sustainable development in the context of the Belt and Road Initiative [1] Group 1: Reports and Findings - The "Belt and Road Countries Energy and Power Development Report (2025)" was released, providing a comprehensive overview of energy development across Asia, Europe, Africa, and America, addressing resource endowments, energy supply-demand patterns, and energy transition policies [1] - The "Electric Power Industry ESG System Construction Research" report outlines the current status, achievements, and challenges of ESG development in the electric power sector, proposing policy recommendations to foster a collaborative governance framework [1] - The "New Energy Market Participation Series Research" report highlights the inadequacies of current market mechanisms in reflecting the multi-dimensional value of new energy, emphasizing the need for improved market structures [2][3] Group 2: Recommendations for Market Improvement - Recommendations include establishing a long-term market trading mechanism tailored for new energy generation characteristics and optimizing cross-regional trading methods [3] - The auxiliary service market should expand new service categories and improve cost-sharing and price transmission mechanisms to enhance market participants' adjustment capabilities [3] - The capacity market needs to be refined to ensure comprehensive capacity guarantees and to explore compensation methods suitable for new energy [3] Group 3: ESG Evaluation Framework - The "2025 China Energy Listed Companies Sustainable Development (ESG) Evaluation Report" introduces a comprehensive evaluation system with 37 quantitative and 43 qualitative indicators, incorporating key financial metrics for the first time [4] - The evaluation was conducted on 632 energy sector listed companies across major exchanges, with a focus on sustainable development indicators [4]

Core Viewpoint - The "2025 ESG China · Tianjin-Bohai Rim State-Owned Enterprises Social Responsibility Release Conference" was held in Tianjin, focusing on the ESG performance of state-owned enterprises in the Beijing-Tianjin-Hebei region [1] Group 1: ESG Reports and Findings - The conference released the "Beijing-Tianjin-Hebei ESG Action Report (2025)" and several blue papers on social responsibility for state-owned enterprises in Beijing, Tianjin, and Hebei [1] - The "Beijing-Tianjin-Hebei ESG Action Report (2025)" evaluated 1,145 listed companies in the region, selecting 241 for assessment based on their ESG performance [1] - The report identified the "Top 50 ESG Pioneer Companies in Beijing-Tianjin-Hebei (2025)" based on governance, effective practices, and significant results [1] - The report also highlighted the "Top Ten Discoveries of ESG Actions by Enterprises in Beijing-Tianjin-Hebei" [1]

Core Insights - The energy consumption data of listed companies has evolved from a compliance disclosure item to a strategic asset, reflecting resource utilization efficiency and serving as a basis for investors to assess sustainable development capabilities and for regulators to formulate policies [2] Group 1: Energy Consumption Data Overview - Traditional energy consumption analysis focused on single indicators like electricity consumption and coal usage, while a new analytical framework constructs a "energy structure-efficiency-emission" three-dimensional model for in-depth dissection of energy consumption quality [2] Group 2: Energy Structure Transformation Index - In 2024, the share of clean energy in China's electricity sector reached 80.12%, an increase of 47 percentage points from 2019, with carbon emissions intensity per unit of electricity generation at 0.28 kgCO₂/kWh, which is 42% lower than the industry average [3] Group 3: Dynamic Efficiency Assessment System - In 2024, Datang Power led the industry with a coal consumption rate of 288.47 g/kWh, a 12% decrease from 2019, while Huaneng International's coal consumption reached 293.90 g/kWh, indicating room for technological upgrades [4] Group 4: Emission Intensity Visualization - In 2024, Guodian Power's scope 1 emissions reached 31,460.65 million tons of CO₂ equivalent, while China's scope 2 emissions surged by 142.8%, a year-on-year increase of 43%, providing investors with risk warning signals [5] Group 5: Innovative Applications of Energy Consumption Data - China Power generated revenue of 2.33 billion yuan from selling carbon quotas of 233.3 million tons of CO₂ equivalent, a 60% year-on-year increase, indicating that energy companies are transforming carbon emissions rights into new profit growth points [6] Group 6: Technological Breakthroughs - Jerry Holdings achieved breakthroughs in lithium battery resource recycling, with recovery purity and rate reaching 98%, addressing low recovery rates in the industry [7] Group 7: Industry Chain Collaboration - Huaming Equipment established two production bases, enhancing product reliability by 20% and reducing production costs by 15% through vertical integration, setting a demonstration effect in the energy sector [8] Group 8: Governance Challenges of Energy Consumption Data - In 2024, only 30% of A-share listed companies directly disclosed greenhouse gas emissions, with less than 5% disclosing scope 3 emissions, leading to discrepancies exceeding 30% in carbon emissions reporting [9] Group 9: Future Trends in Energy Consumption Data - AI-powered energy consumption prediction models are becoming prevalent, with Guodian Power achieving a 95% accuracy rate in short-term load forecasting, supporting carbon trading strategies [11] - Blockchain technology is being piloted to trace the carbon footprint of photovoltaic components throughout their lifecycle, potentially reshaping global trade rules under carbon tariffs [12] - Leading energy companies are building ESG data platforms to integrate diverse data, with Yangtze Power reducing greenhouse gas emissions intensity from 5.21 kg to 4.47 kg per ten thousand yuan in revenue from 2024 to 2025 [12] Conclusion - Energy consumption data has transcended simple compliance requirements to become a core input for strategic decision-making, with companies demonstrating that effective data governance capabilities are crucial for survival and development in the carbon-neutral era [12]

PresentationMarc BoilardOliver Wyman Actuarial Consulting, Inc. Welcome to our webinar on Responsible Sourcing in the Cable value chain. The energy transition and the electrification of the world require more and more cables, and this will last for decades. In parallel, ESG requirements for companies are no longer an option in order to protect employees, to protect the environment and to protect the society. As a consequence, all the industry players along the cable value chain are adopting responsible sour ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. (Bloomberg) -- A new wave of investors and private banking clients are increasingly demanding sustainable solutions for their portfolios, according to a UBS Group AG executive. It’s “a much bigger topic with the second generation but also female investors,” Adrian Zuercher, co-head of global asset allocation and co-head of global investment management APAC at UBS Chief Investment office, said du ...

Core Insights - A growing demand for sustainable investment solutions is being observed among new investors and private banking clients, particularly among the second generation and female investors [1] - Despite current challenges facing ESG investments, there is a noticeable shift towards sustainability among newer investors [2] - The renewable energy sector continues to attract significant investment, with a record $386 billion in the first half of 2025, marking a 10% increase from the previous year [3] Group 1: ESG Investment Trends - ESG has faced significant challenges, including political opposition in the US and regulatory rollbacks in Europe, yet investor interest remains strong [2][3] - The trend towards private markets is emerging as the next generation of clients seeks diverse return drivers [4] Group 2: UBS's Strategic Moves - UBS has withdrawn from the Net-Zero Banking Alliance and extended its timeline to achieve net-zero operations to 2035, influenced by the Credit Suisse acquisition and regulatory guidance [5] - The bank's sustainable investment assets increased to $296 billion last year, reflecting a 5% growth from the previous year [5]

Press release – Neuilly-sur-Seine, Thursday, October 2, 2025 - 5.45 pm gresb: argan obtained a very good first rating ARGAN, the only listed French real estate company specializing in the DEVELOPMENT and RENTAL of PREMIUM WAREHOUSES, is pursuing the deployment of its ESG roadmap and announced today that it has successfully become part of the GRESB benchmark (a reference rating agency of the real estate sector) with a rating of 83/100; which is a very good level for a first published assessment. The GRESB – ...

Deutsche Bank’s global head of ESG and sustainable finance for fixed income is leaving the bank, as the lender creates a new role with a broader focus https://t.co/1qV4cY9aoh ...

Core Insights - Shunxin Agriculture has achieved an A rating in the Wind ESG assessment, marking a significant advancement in the context of the generally low ESG ratings in the liquor industry [1][4] - The company has made substantial progress in sustainable development, becoming one of the few in the industry to receive such a high rating [1][4] - The liquor industry faces common challenges in ESG disclosure and management, particularly in Scope 3 carbon emissions and supply chain ESG management [1][4] Industry Overview - The liquor industry in China has a history of low ESG ratings, with only one company, Kweichow Moutai, achieving an A rating in the MSCI ESG assessment until July 2025 [4] - The complexity of the low ratings stems from a mismatch between international evaluation standards and China's unique circumstances, as well as a lack of familiarity with ESG rules among Chinese liquor companies [4] Company Practices - Shunxin Agriculture's 2024 ESG report highlights its comprehensive approach to sustainable development, including a commitment to environmental governance and social responsibility [5][6] - The company invested 5.9699 million yuan in environmental protection in 2024, achieving a 100% compliance rate for pollutant monitoring and significantly reducing energy consumption and greenhouse gas emissions [5] - In terms of social responsibility, Shunxin has a 100% product inspection pass rate and labor contract signing rate, along with a training coverage rate of 100% for employees [5] ESG Impact on Business Value - The company's ESG practices are reshaping its business value, with environmental management becoming a core competitive advantage in the liquor industry [6] - Investments in wastewater treatment and emissions control have not only mitigated environmental risks but also enhanced resource efficiency and market competitiveness [6] - Shunxin's commitment to product quality is reflected in high customer satisfaction ratings, with 91.77% for Niulanshan and 95.24% for Pengcheng, establishing a strong brand reputation [6] Future Trends - The liquor industry's competition is shifting from merely market share to a comprehensive competition that includes environmental, social, and governance factors [7] - As ESG disclosure requirements become stricter, more liquor companies are proactively publishing ESG reports, with the percentage of companies doing so rising from 50% in 2022 to 76% in 2023 [6][7]

Core Insights - Modern Dairy achieved an ESG score of 71 in the 2025 Global Corporate Sustainability Assessment by S&P Global CSA, a significant increase of 25% from the previous year's score of 57, demonstrating its leadership in sustainable development within China's dairy farming industry [1]. Environmental Dimension - The company is exploring green development paths by optimizing the dietary structure of dairy cows to reduce carbon emissions at the source. It promotes a production model that includes forage planting, dairy farming, waste treatment, biogas power generation, and returning manure to the fields, thereby implementing emission reduction and energy-saving measures [2]. - Modern Dairy is gradually increasing the application of renewable energy in its operations and enhancing waste management by classifying and recycling various production wastes, supporting a more resilient and sustainable industrial ecosystem [2]. Social Dimension - The company emphasizes human rights protection and employee welfare, having received the "2025 Diversity, Equity, and Inclusion Award," making it the only benchmark enterprise in the industry to win this honor for three consecutive years. It focuses on talent development and creating a positive growth environment for employees [3]. - Modern Dairy prioritizes occupational health and safety, effectively reducing operational risks through a well-established safety management system and regular training exercises to safeguard employee well-being [3]. Governance Dimension - The company integrates its sustainable development strategy into its corporate vision and organizational structure, enhancing management participation and oversight while regularly assessing the effectiveness of sustainability efforts [3]. - Modern Dairy is improving its supply chain management mechanisms, encouraging suppliers to progress in compliance, green production, and social responsibility, aiming to build a sustainable supply chain based on shared responsibility and cooperation [3]. Future Outlook - The company is committed to a sustainable development philosophy of harmonious coexistence and aims to implement its "FRESH" strategy, aspiring to become a global leader in the livestock industry through sustainable operational management and a circular agricultural model [3].