Core Viewpoint - ESG has gradually become a core strategic indicator for measuring long-term corporate value, with rapid development in China, but further efforts are needed in top-level design, data governance, and technology application [1][2]. Group 1: ESG Development - The rapid development of financial technology over the past decade, including AI, big data, and cloud computing, has reshaped financial service models and accelerated ESG development in China [1]. - Continuous improvement of top-level design is necessary to implement ESG policies effectively, with sustainable information disclosure entering a systematic promotion phase [1][2]. - Establishing and improving an ESG data governance system is crucial due to the complexity and diversity of ESG data, which involves environmental, social, and governance dimensions [2]. Group 2: Technological and Institutional Support - Strengthening technology-driven approaches and increasing the application of AI in the ESG sector will enhance data processing and analysis capabilities, providing new solutions for ESG innovation [2]. - Financial institutions and enterprises need to firmly establish sustainable development concepts, recognizing the importance of ESG and addressing issues such as talent shortages and weak data foundations [2]. - Large enterprises, including state-owned enterprises, should play a leading role in promoting ESG collaboration with small and medium-sized enterprises through carbon management platforms and ESG training [2].

强制性与参考性相结合。要求重要指数样本公司、境内外同时上市公司等主体强制披露，同时通过编制 指南提供具体操作指导，以"交易所指引"为强制性和底线要求、"编制指南"为参考性规范的可持续信息 披露制度体系初步建成。 上市公司是资本市场的基石。截至2025年9月底，沪深交易所共有5167家上市公司，市值超过100万亿 元，居全球第二位。其中，1869家上市公司披露了环境、社会责任和治理（ESG）报告，披露公司的市 值占全市场的七成左右，成为诠释上市公司践行新发展理念、推动可持续发展的生动注脚。 制度体系初步建成 绿色低碳转型是时代潮流。金融资源配置和相关制度安排至关重要。 2024年4月，新"国九条"明确提出健全上市公司可持续信息披露制度。在此基础上，中国证监会指导沪 深北证券交易所制定发布了《上市公司可持续发展报告披露指引》，标志着我国首个系统规范的强制性 可持续信息披露制度正式建立。制度建设体现出三大亮点： 内容实质性显著提升。明确要求披露碳排放、能源消耗等关键量化数据，完善重点议题分析路径和利益 相关方参与机制，确保信息披露的深度和质量。 配套措施稳步推进。目前已发布"总体要求与披露框架""应对气候变化"两项 ...

Investment Rating - The report maintains a positive outlook on the ESG industry, indicating a "Look Forward" rating for the sector [3]. Core Insights - The G20 Environment and Climate Sustainability Ministerial Meeting held in Cape Town focused on biodiversity protection, climate change, land degradation, waste management, air quality, and marine environment protection. China emphasized its commitment to global environmental governance and green development [3][12]. - The issuance of ESG bonds in China has reached 3,685, with a total outstanding amount of 5.61 trillion RMB, where green bonds account for 62.04% of the total. In the past month, 36 ESG bonds were issued, totaling 27.5 billion RMB [5][23]. - The market currently has 936 ESG public funds with a total net asset value of 1,035.32 billion RMB, where ESG strategy products represent 50.41% of the total. No new ESG public funds were issued in the last month [5][32]. - The report highlights the performance of major ESG indices, noting that all indices except for the 300ESG Leading Index underperformed the market recently, with the largest decline being 3.58% for the Wind All A Sustainable ESG Index [6][38]. - Zhang Zhengwei, a special advisor to the ISSB chairman, stated that China is entering a new phase of high-quality development in sustainable information disclosure, which is expected to reveal high-quality investment opportunities [7][40]. Summary by Sections Domestic Highlights - The G20 meeting emphasized China's role in global environmental governance and its achievements in improving air quality, forest resource cultivation, and renewable energy development [3][12]. - The launch of Hubei's ecological environment rights trading platform aims to streamline green transition solutions for enterprises [13]. - The National Energy Administration announced the first batch of hydrogen energy pilot projects, supporting 41 projects across various regions [14]. - The National Development and Reform Commission will support projects related to green methanol and sustainable aviation fuel production [15]. International Highlights - The International Maritime Organization (IMO) postponed the vote on the "Net Zero Framework" for one year, allowing member states to reach a consensus [4][18]. - Singapore and Australia have agreed to enhance cooperation on sustainable aviation fuel and biofuels, marking a significant step in green aviation development [19][20]. ESG Financial Products Tracking - The report details the issuance and performance of ESG bonds, public funds, and bank wealth management products, highlighting the dominance of green bonds and ESG strategy products [5][23][32][37]. Index Tracking - Major ESG indices have shown varied performance, with the Wind All A Sustainable ESG Index experiencing the largest decline over the past week [6][38]. Expert Opinions - Zhang Zhengwei emphasized the importance of high-quality sustainable information disclosure in identifying investment opportunities, reflecting China's unique advantages in market scale and talent resources [7][40].

登录新浪财经APP 搜索【信披】查看更多考评等级 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。国际可持续准则理事会 （ISSB）主席特别顾问兼北京办公室主任张政伟表示，"自2020年中国政府提出'双碳'目标以来，中国 在绿色低碳转型方面的立场一直是坚定不移的。不管国际形势如何变化，中国推进绿色低碳转型坚持信 心不动摇、行动不停止、力度不减弱。" 在张政伟看来，这是理解中国绿色转型战略的"最大底色"。他进一步阐释道："绿色低碳是可持续发展 中气候议题的重要组成部分，与之相关联的中国可持续信息披露事业的推进步伐，同样是坚定不移，这 是最大的底色。" 谈及具体实施路径，他谈到，"中国要在2030年前建成国家统一的可持续信息披露准则体系，在'十五 五'时期构建'国家碳双控、地方碳考核、行业碳管控、企业碳管理、项目碳评价、产品碳足迹'等政策制 度和管理体系。" 他相信，随着财政部关于可持续信息披露准则体系和鉴证准则体系等密集政策出台，中国正在进入可持 续信息披露事业高质量发展的新阶段。更好的信息促进更好的决策，有了高质 ...

毕晓颖透露，证监会将指导沪深北交易所依据现行披露指引，结合企业实际需求，适时丰富编制指南， 并在2026年强制披露实施后做好政策评估，持续优化披露制度。她强调，证监会不盲目追求披露企业数 量，而是将在政策评估和企业实践能力评估的基础上，统筹考虑扩大披露覆盖面的节奏。 毕晓颖指出，证监会持续加强制度建设，已形成以"交易所指引"为强制性和底线要求、以"编制指南"为 参考性规范和典型实践推荐的可持续披露制度体系。今年，共有1869家上市公司披露了2024年可持续报 告，披露率达到34.7%，较前两年提升约10个百分点，披露公司市值占全市场七成左右。此外，还有 612家上市公司披露了社会责任报告，表明近半数公司已在系统性地披露可持续相关信息。 【环球网财经综合报道】10月16日，证监会上市司一级巡视员毕晓颖在2025可持续全球领导者大会上表 示，证监会将按照新"国九条"要求，坚定不移支持和引导上市公司做好高质量的可持续信息披露。 在制度建设方面，证监会指导沪深北证券交易所制定了国内首个系统规范上市公司可持续披露的强制性 规则——上市公司可持续发展报告披露指引。同时，针对重点难点问题，证监会指导交易所印发了"总 体要求 ...

张芳在报告中指出，近年来可持续信息披露领域标准和政策在不断地完善，国际上的标准也在细分指标 上逐步地细化。从国内来看，我国相关部门包括金融管理部门、行业主管部门以及财政部、交易所这些 为代表的，针对不同的主体和群体都细化了信息披露的要求，并提供了一些指引了指南，这使得我们从 投资角度去筛选可持续相关的主体时，会更加清晰。 另一方面，全球在人工智能技术上也形成了突破性进展，尤其在中国国内相关技术在绿色金融、ESG当 中的应用场景，也在不断地丰富。 基于这样的背景，研究团队联合新浪财经，首次尝试运用AI大模型对上市公司发布的非结构化可持续 披露报告进行系统分析。该研究旨在帮助投资者与市场各方更清晰、高效、低成本地把握中国企业可持 续信息披露的整体进展与结构特征。 来源：新浪证券 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，《上 市公司可持续信息披露趋势与进展（2025）—基于AI工具》发布，北京绿色金融与可持续发展研究院 ESG投资研究中心副主任张芳介绍报告发布。 报告分析覆盖A股市场2500余家上市公司。以去年发布的交易所可持续披露指引为基础，课题组构建起 ...

Group 1 - President Trump had a productive phone call with President Putin regarding the Ukraine conflict and future trade relations between the US and Russia [2] - Secretary of State Rubio will represent the US in an upcoming meeting with Russia, with details yet to be confirmed [2] - Trump plans to meet Putin in Budapest to discuss the potential resolution of the Russia-Ukraine conflict [2] Group 2 - US stock markets saw a collective decline, with the Dow Jones down 0.65%, Nasdaq down 0.47%, and S&P 500 down 0.63% [3][4] - Major tech stocks mostly fell, with Tesla and AMD dropping over 1%, while Nvidia saw an increase of over 1% [3][4] - The Nasdaq Golden Dragon China Index fell by 0.91%, with most popular Chinese stocks declining [3] Group 3 - International oil prices fell, with WTI crude oil futures down 1.36% to $57.46 per barrel, and Brent crude down 1.37% to $61.06 per barrel [5] - Precious metals prices rose, with spot gold reaching a new high of $4,370 per ounce, and COMEX gold futures up 3.4% [5] - The yield on the US two-year Treasury note dropped to 3.42%, the lowest since September 2022 [5] Group 4 - Fuyao Glass announced that its chairman, Cao Dewang, resigned to optimize the company's governance structure, while Cao Hui was elected as the new chairman [8] - Chinese government officials expressed commitment to high-level opening and improving the business environment for foreign companies, welcoming Apple's continued investment in China [9] Group 5 - The China Securities Regulatory Commission emphasized support for high-quality sustainable disclosures by listed companies [10] - Hainan Huatie is under investigation by the CSRC for suspected information disclosure violations related to a terminated contract worth 3.69 billion yuan [11] Group 6 - TSMC reported record high revenue and net profit for Q3 2025, with revenue of NT$989.92 billion, a 30% year-on-year increase [12] - NIO's executives responded to a lawsuit from Singapore's GIC, stating that previous allegations had been independently reviewed and found unsubstantiated [12] Group 7 - Tmall's Double 11 sales event saw significant user engagement, with coffee orders up 800% and supermarket orders up 670% on the first day [13] - Apple is preparing to launch a new MacBook Pro with a touch display and M6 series chips, expected to be released in late 2026 or early 2027 [14] Group 8 - Google launched a new video generation model, Veo 3.1, with improvements in audio output and editing control, deployed across its video editing platforms [15] - Honor unveiled a new concept phone, the "ROBOT PHONE," featuring a modular design and advanced camera capabilities [16] Group 9 - Nestlé announced plans to cut 16,000 jobs to improve operational efficiency, part of a cost-saving plan aimed at saving 3 billion Swiss francs by 2027 [18] - The Chinese Ministry of Commerce indicated openness to new rounds of trade talks with the US, emphasizing mutual respect [19] Group 10 - The People's Bank of China aims to enhance the financial market system to better support high-quality development [20] - Federal Reserve Governor Waller suggested a gradual approach to interest rate cuts to support the labor market [21]

记者从相关渠道获悉，10月16日，中国证监会上市司一级巡视员毕晓颖在参加2025可持续全球领导者大 会时表示，证监会将坚定不移支持引导上市公司做好高质量的可持续披露。指导沪深北交易所以披露指 引为依据，结合企业需求，适时丰富编制指南，并做好明年强制披露后的政策评估，不断优化披露制 度。 上市公司可持续披露扩面、提质 2024年印发的新"国九条"提出，要健全上市公司可持续信息披露制度。证监会持续加强制度建设，指导 沪深北证券交易所制定《上市公司可持续发展报告披露指引》（下称《指引》），这是国内首个系统规 范上市公司可持续披露的强制性规则。同时，证监会指导交易所就其中的重点难点问题印发编制指南， 为上市公司提供细化工作指导。 一是坚定不移逐步完善制度。一方面，借鉴国际可持续披露领域的有益经验，深入研究其成熟和有效做 法，加强与国际各类可持续规则的衔接；另一方面，国际可持续披露领域存在的杂音、噪音，也正说明 了可持续披露总体仍是新生事物，还有需要不断探索、持续完善的一面，因此不能照抄照搬、走极端。 毕晓颖表示，下一步，证监会将指导沪深北交易所以披露指引为依据，结合企业需求，适时丰富编制指 南，并做好明年强制披露后的 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。国际可持续准则理事会（ISSB）主席特别顾问兼北京办公室主任张政伟出席 2025可持续全球领导者大会并做主题演讲。 张政伟表示，在全球绿色转型浪潮下，可持续信息披露正成为连接资金与项目的关键桥梁。ISSB正借鉴国际会计准则的成功经验，打造可持续信息披露的 全球统一语言，而中国已明确加入这一全球进程，计划2030年前建成国家统一的可持续信息披露准则体系与见证业务体系。 会计领域的全球统一语言已深入人心。国际财务报告基金会旗下的国际会计准则理事会（IASB）制定的国际会计准则，自2007年在中国正式实施以来，已 被全球140个经济体采用，成为会计领域的"通用语"。如今，这一成功模式正被复制到可持续领域——ISSB的核心使命，就是构建一套全球统一的可持续信 息披露基准，解决当前市场存在的标准碎片化问题。 当前可持续信息披露领域面临三大核心痛点。由于G ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。国际可持续准则理事会（ISSB）主席特别顾问兼北京办公室主任张政伟出席 2025可持续全球领导者大会并做主题演讲。 张政伟表示，当前全球可持续信息披露领域面临标准缺失与不统一、企业遵从成本高、信息可比性差三大核心问题，国际可持续准则理事会（ISSB）推出 的可强制实施统一准则，正成为破解行业痛点的关键抓手。 第一，标准碎片化，缺失与混乱并存。可持续信息披露标准的形成缺乏统筹规划，GRI、CDP等主流规则均伴随全球气候变化谈判进程，在不同阶段基于不 同重点应运而生。这些规则之间缺乏有效协调，各自侧重不同的披露重点，导致市场呈现"多标准并行"的混乱局面。更突出的是，部分场景下甚至存在"无 标准可依"的情况，不少披露连基础目录都未明确，企业陷入"要么没标准，要么标准不统一"的两难境地。 第二，企业遵从成本居高不下，标准的碎片化直接推高了企业的披露成本 ...