智通财经APP获悉，香港联交所最新资料显示，10月14日，Schroders PLC减持山东黄金(01787)168.4万 股，每股作价40.087港元，总金额约为6750.65万港元。减持后最新持股数目约为5818.92万股，最新持 股比例为5.85%。 ...

Group 1 - Dingjide's subsidiary has successfully launched the industrial production of POE materials, achieving stable production of qualified products [1] - Xinhua Insurance reported a 19% year-on-year increase in original insurance premium income for the first three quarters, totaling 172.705 billion yuan [1] - Chunfeng Power achieved a 30.89% year-on-year increase in net profit for the first three quarters, with total revenue reaching 14.15 billion yuan [1][2] Group 2 - Guangsheng Nonferrous expects a net profit of 100 million to 130 million yuan for the first three quarters, marking a turnaround from losses [1] - Aobi Zhongguang anticipates a net profit of approximately 108 million yuan for the first three quarters, with revenue growth of 103.5% [1] - Guobang Pharmaceutical reported a 15.78% year-on-year increase in net profit for the first three quarters, totaling 6.7 billion yuan [1] Group 3 - Zhujiang Co. manages 428 projects with a signed construction area of approximately 50.9853 million square meters as of September 2025 [1] - Kecuan Technology has terminated its application for issuing convertible bonds, considering its development plan and actual situation [1] - Guoxin Securities has received approval to register 15 billion yuan in short-term corporate bonds [1] Group 4 - Aihua Pharmaceutical's clinical trial for a pediatric cough syrup has been approved by the National Medical Products Administration [1] - Xinjiang Jiaojian signed new construction contracts worth 1.413 billion yuan in the third quarter [1] - Sichuan Shuangma's subsidiary has received approval for the listing of a raw material drug used in treating various diseases [1] Group 5 - Gansu Energy's 1,000 MW coal-fired unit has officially commenced commercial operation [1] - Zhejiang Energy reported a 4.68% year-on-year increase in power generation for the first three quarters, totaling 135.234 billion kWh [1] - Tiandi Source's contract sales amount for the first nine months decreased by 16.18% to 3.085 billion yuan [1] Group 6 - Biological Shares' subsidiary has obtained a new veterinary drug registration certificate for a vaccine [1] - Jintong Co. reported a 4.03% year-on-year increase in net profit for the first three quarters, totaling 2.283 billion yuan [1] - Rihua Technology plans to invest 800 million yuan in a new project for industrial ray detection equipment [1] Group 7 - Zhongtian Technology has won multiple marine project bids totaling approximately 1.788 billion yuan [1] - Qingsong Co. has completed the disposal of a 148-acre industrial park project, transferring it for 163 million yuan [1] - Tongyuan Petroleum has successfully bid for a $126 million oil and gas service project in Algeria [1] Group 8 - Hengmingda's chairman proposed a share buyback plan of 200 million to 400 million yuan [1] - Deyi Cultural plans to reduce its holdings by up to 1% of the company's shares [1] - Feirongda's major shareholder plans to reduce its holdings by up to 2.36% of the company's shares [1] Group 9 - Mankun Technology plans to issue convertible bonds to raise no more than 760 million yuan for high-end PCB production and digital upgrades [1] - Sanlian Forging's shareholder plans to reduce its holdings by up to 3% of the company's shares [1] - Huagong Technology intends to jointly establish a venture capital fund with a target size of 500 million yuan [1] Group 10 - Shida Shenghua expects a net loss of 49 million to 75 million yuan for the first three quarters [1] - Huichuangda's major shareholder plans to reduce its holdings by up to 0.65% of the company's shares [1] - Yuxin Electronics reported a 60.21% year-on-year increase in net profit for the first three quarters, totaling 73.3941 million yuan [1] Group 11 - Yiwei Communication expects a 50% to 55% decline in net profit for the first three quarters [1] - Lio Co. plans to reduce its repurchased shares by up to 135 million shares [1] - Sichuan Shuangma's subsidiary has received approval for a new drug registration [1]

执行董事，摩根资产管理亚洲（除日本）尽责管理团队主管林学海出席并发表主题演讲。 林学海表示，公司在可持续投资中有"双重角色"——既是投资者，也是企业顾问，通过专业能力与持续 投入，为可持续发展注入动能。摩根资产管理的投资尽责管理团队不仅履行监督投资的职责，更主动与 被投企业互动，结合企业自身发展与能力，在治理、气候自然资本管理、供应链等领域提供针对性建 议。团队会通过明确改变目标、跟踪进展、监督结果，确保努力落地见效，即便部分领域暂未达预期， 也会坚持沟通推动，体现长期主义视角。 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。 2025可持续全球领导者大会由世界绿色设计组织（WGDO）与新浪集团联合主办，国际财务报告准则 基金会（IFRS Foundation）北京办公室协办，新浪财经与世界绿色设计组织北京代表处承办，上海市黄 浦区人民政府支持。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，汇聚全球智慧 力量，共探可持续发展新路径，为全球可持续治理注入澎湃的"中国动能"。本届可持续大会在以往四 ...

Group 1 - The 2025 Sustainable Global Leaders Conference will be held from October 16 to 18 in Shanghai, focusing on "Collaborative Responses to Challenges: Global Action, Innovation, and Sustainable Growth" [1] - The conference is co-hosted by the World Green Design Organization (WGDO) and Sina Group, with support from the Shanghai Huangpu District Government, and aims to explore new paths for sustainable development [1] - Approximately 500 prominent guests are invited, including around 100 international guests, featuring political figures, Nobel Prize winners, Turing Award winners, and leaders from Fortune 500 companies [1] Group 2 - Lin Xuehai, the head of Morgan Asset Management's Asia (excluding Japan) responsible management team, delivered a keynote speech on integrating ESG into investment processes [3] - The company employs a dual approach of quantitative and qualitative assessments to address the complexities and inconsistencies of ESG data [3] - The investment research team conducts comprehensive ESG importance evaluations for both conventional and ESG-specific investment products, focusing on various dimensions such as energy use and labor time [3] - A proprietary ESG scoring system has been developed, which includes metrics on carbon emissions, employee rights, and board structure, aiming to eliminate data noise and focus on long-term value creation [3] - The investment decision-making process emphasizes in-depth analysis of companies with varying ESG scores to optimize investment outcomes for clients [3]

Core Insights - The 2025 Sustainable Global Leaders Conference will be held from October 16 to 18 in Shanghai, focusing on "Collaborative Responses to Challenges: Global Action, Innovation, and Sustainable Growth" [1] - The conference aims to explore new paths for sustainable development and inject "Chinese momentum" into global sustainable governance, building on the previous ESG Global Leaders Conferences [1] - Approximately 500 prominent guests, including 100 international attendees, will participate, featuring political figures, Nobel laureates, and leaders from Fortune 500 companies [1] Group 1 - Morgan Asset Management emphasizes that sustainable investment goes beyond selecting environmentally friendly companies; it requires ensuring long-term resilience in investments [3][6] - The firm manages over $3.7 trillion in assets by the end of 2024, reflecting trust from various clients, including sovereign funds and individual investors [3] - Morgan Asset Management has two dedicated committees for overseeing sustainable investments and fiduciary responsibilities to clients [4] Group 2 - The integration of ESG factors into the investment process involves both qualitative and quantitative assessments of potential investments [5] - The firm has developed its own scoring system to evaluate ESG performance, focusing on long-term value creation while addressing complex and inconsistent data [5][6] - Climate change is a central theme in sustainable investment discussions, with the firm assessing both transition and physical risks related to climate impacts [6] Group 3 - Active engagement with companies is crucial for responsible investment management, which includes direct communication with executives and voting to express opinions [7][8] - The firm focuses on governance, executive compensation, climate risk management, and human resource management as key areas for improvement in portfolio companies [7] - Measuring the effectiveness of engagement efforts involves tracking progress and setting milestones for desired changes in corporate behavior [8]

吴伟在开幕致辞中表示，上海将在国家金融管理部门的大力指导下，携手各界共同推动上海全球资产管 理中心建设不断迈上新台阶。未来，上海将以更高水平对外开放集聚全球投资者，继续稳步扩大规则、 规制、管理、标准等制度型开放，深入打造市场化、法治化、国际化一流营商环境，积极吸引更多国内 外机构来沪展业兴业；将以更高质量改革创新激发市场活力，鼓励支持资管机构围绕实体经济需求、科 技创新趋势，加大产品和服务创新力度，更好满足投资者多元化资产配置需求；将以更高水平协同协作 优化行业生态，继续强化与金融管理部门和行业协会的沟通，努力为各类金融机构搭建合作交流平台， 着力营造更加宽松、更具活力的行业发展生态。 10月16日，由第一财经和中国银行联合举办的"2025上海全球资产管理论坛"在上海中心隆重开幕。这是 上海资产管理协会主办的"全球资产管理中心上海国际活动周2025"的首场活动。 本次论坛以"驭变求新、韧性升维、开放再平衡"为主题，汇聚了国内外金融行业领袖和专家学者，共同 探讨上海全球资管中心建设的机遇与路径，以及中国乃至全球资产管理行业的变革与发展。 论坛共有10余场主旨演讲和圆桌对话，涉及"汇聚全球资管资源推动金融高质量 ...

Core Insights - Foreign investment institutions are reassessing the Chinese market with unprecedented attention amid significant changes in global asset allocation [1][2] - The "American exceptionalism" investment logic is facing challenges, leading to a strategic shift towards other markets, particularly China [2][3] - The upcoming "14th Five-Year Plan" is expected to provide a clear blueprint for China's economic development, highlighting various investment opportunities [1][8] Group 1: Shift in Investment Paradigms - The decline of "American exceptionalism" is becoming a key narrative in the global asset management industry, as investors express concerns over high valuations and policy uncertainties in the U.S. [2][3] - Global investors are increasingly hedging against U.S. assets and considering reallocating funds to other markets, reflecting a strategic adjustment [2][3] Group 2: China's Market Resilience - China's capital markets have shown strong resilience following a policy shift in September 2024, leading to a significant rebound in A-shares and Hong Kong stocks [1][3] - The issuance of stocks and convertible bonds in Hong Kong increased from $23 billion in 2023 to $35 billion in 2024, and reached $76 billion in 2025, indicating a robust market environment [3] Group 3: Long-term Strategic Investments - Foreign investments in China are based on long-term strategic judgments rather than short-term speculation, with European investors maintaining confidence despite previous challenges [3][4] - The active participation of foreign institutions in China's IPO market reflects a renewed confidence in the long-term potential of Chinese assets [4] Group 4: Fundamental Changes in the Market - The current market rebound is viewed as a transition from a liquidity-driven bull market to one supported by fundamental changes, including improved corporate earnings [5][7] - Institutional reforms in China, such as stricter regulations and enhanced market norms, are seen as crucial for sustainable market development [5][7] Group 5: Investment Opportunities in the "14th Five-Year Plan" - The "14th Five-Year Plan" is anticipated to outline four major investment tracks, including technology, supply chain security, globalization of Chinese enterprises, and consumption upgrades [8][9] - The plan emphasizes the importance of investing in AI and technology to maintain competitive advantages in the global market [8][9] Group 6: Globalization and Profitability of Chinese Enterprises - Chinese companies are achieving higher profit margins overseas, with gross margins 10%-15% higher than those domestically, indicating significant potential for returns [6][9] - The increasing recognition of Chinese brands in international markets reflects a growing trend of globalization among Chinese enterprises [6][9]

据媒体周一报道，贝莱德、富达国际和M&G在内的大型资管公司正在削减高风险企业债敞口，押注这 一市场经历多年强劲上涨后，若全球经济走弱将面临抛售风险，这些机构已转向更安全的高评级企业债 或政府债券。 美国和欧洲投资级债券目前相对政府债券的利差约为0.8个百分点，较2022年逾1.5个百分点大幅收窄， 接近2008年全球金融危机以来的最低水平。 这一"无休止的收窄"促使全球最大资产管理公司贝莱德转向更高评级和更短期限的债券。富达国际则在 其全球灵活债券基金中持有针对发达市场信贷的空头头寸，意味着如果利差扩大将从中受益。 部分投资者担忧，在此前贸易局势担忧缓解及美联储降息预期推动下的这轮涨势，已令信用市场对全球 经济增长的定价过于乐观。近日利差已略有扩大，贸易紧张局势重燃以及汽车零部件供应商First Brands Group倒闭引发的不安，正在削弱投资者的乐观情绪。部分杠杆贷款交易被搁置，一些对冲基金开始回 避弱势企业债务。 市场预计美联储到明年年底将至少再降息四次25个基点，加之企业资产负债表近年来得到加强，乐观派 认为超窄利差是合理的。 高风险领域遭遇阻力 企业债市场风险较高的领域已出现投资者抵制迹象。近几周 ...

Core Insights - The 2025 Sustainable Global Leaders Conference will be held from October 16 to 18 in Shanghai, focusing on global action, innovation, and sustainable growth [1] - The event is co-hosted by the World Green Design Organization (WGDO) and Sina Group, with support from the Shanghai Huangpu District Government [1] - Approximately 500 prominent guests are expected, including around 100 international attendees, featuring politicians, former officials, representatives from international organizations, Nobel laureates, Turing Award winners, and leaders from Fortune 500 companies [1] Event Details - The conference builds on the previous four "ESG Global Leaders Conferences" and aims to explore new pathways for sustainable development [1] - The theme of the conference is "Joining Hands to Address Challenges: Global Action, Innovation, and Sustainable Growth" [1] - Lin Xuehai, the head of the Responsible Management Team at Morgan Asset Management Asia (excluding Japan), will deliver a keynote speech at the conference [1]

人民财讯10月16日电，10月16日，"2025上海全球资产管理论坛" 在上海中心举办。论坛上，7名来自资 产管理等机构的数智技术中高级管理人员作为代表，获颁上海资产管理协会"人工智能+资产管 理"（AIAM）复合型应用人才证书。该类人才属上海市重点领域金融类"十四五"紧缺人才开发目录—— 人工智能应用人才。同日，上海资产管理协会为第一批次AIAM人才（42名）发放基于区块链技术的电 子证书。 （文章来源：第一财经） ...