21世纪经济报道记者卢陶然、李德尚玉 北京报道 A股ESG评级历史新高！26%上市公司评级上调 东江环保（002672.SZ）：全资子公司厦门绿洲因收购旧家电少缴税款被处罚 11月24日，东江环保公告称，全资子公司厦门绿洲收到国家税务总局厦门市税务局第二稽查局下发的 《税务行政处罚决定书》，因在2015年9月-10月期间向个人销售方收购旧家电时，取得第三方公司开具 的增值税专用发票并认证抵扣，造成少缴税款的偷税行为，被处以所偷税款0.5倍的罚款，共计 2,024,203.58元。该处罚涉及的违法违规事项发生于2015年10月之前，公司将依法处理历史遗留问题， 并加强内部管理以避免类似情况再次发生。该行政处罚不会对公司生产经营产生重大影响。 "在2024年，26%的中国公司MSCI ESG评级上调，创下历史新高，上调比例远超下调比例。"11月25 日，MSCI可持续与气候研究部大中华区主管郭思平在接受21世纪经济报道记者采访时表示。 郭思平介绍，过去五年，中国A股上市公司的MSCI ESG评级呈现出两个显著趋势：整体评级稳步提 升，以及领先企业比例显著上升。"这与监管机构持续推出可持续发展相关政策密切相关。" ...

相比之下，巴西出口0.64万吨，环比微降3%；欧盟出口1.37万吨，环比基本持平。两地自2024年下半年 征收反倾销税后，需求被高税率锁定，月均波动较小。 孙哲宇分析，出口回暖主要受四大短期因素驱动：一是8月底国内硫酸法金红石型钛白粉出厂价跌至 1.42万元/吨，工厂宣布9月涨价300～500元/吨，海外买家担心价格反弹集中下单；二是印度10月7日起 撤销反倾销税的消息在9月下旬传出，刺激提前采购；三是9月人民币兑美元贬值0.9%，海运费较7月高 点回落近两成，出口利润空间短暂修复；四是中东、非洲进入施工旺季，下游涂料、塑料厂提前备料。 对于后续市场走向，业内呈现不同判断，而核心分歧集中在回暖持续性与长期供需格局。 面临高税率、高碳价和供需错配三重压力 近日，从国家化工行业生产力促进中心钛白分中心传出消息，今年前9个月钛白粉行业出口回暖态势明 显。海关数据显示，9月份中国钛白粉出口量达15.63万吨，同比增长6.52%，环比增幅达12.68%。然 而，10月份数据迅速回落，出口量为14.6万吨，环比下降6.4%，同比减少5.2%；1至10月累计出口量也 比去年有所减少，表明此轮回暖缺乏持续性。行业专家指出，此 ...

Group 1 - The core point of the article is that Jinpu Titanium Industry announced a board meeting to discuss the change of the auditing institution for the year 2025 [1] - The company's revenue composition for the first half of 2025 shows that the titanium dioxide industry accounts for 97.43%, supply chain for 2.08%, and other industries for 0.49% [1] - As of the report, Jinpu Titanium Industry has a market capitalization of 3.1 billion yuan [1]

Economic Outlook - The macroeconomic WEI index has declined to 4.62% as of November 23, down from 5.42% the previous week, indicating a downward trend since late September [8][9] - Retail sales of passenger cars have seen a slight narrowing in decline, with a year-on-year decrease of 7% as of November 23, compared to 9% previously [2][13] - The real estate market continues to struggle, with residential sales dropping by 35% year-on-year in 67 cities as of November 29 [3][13] Trade and Exports - Port container throughput has rebounded significantly, with a 5.4% increase week-on-week as of November 23, and a year-on-year increase of 10% [22][23] - New export orders in China's manufacturing PMI rose to 47.6%, reflecting a notable increase of 1.7 percentage points from the previous month [24] Prices and Commodities - Prices of precious metals and agricultural products have risen, with COMEX gold reaching $4223.9 per ounce, up 3.4%, and LME copper at $10,985 per ton, up 2.7% [2][40] - Domestic agricultural prices have generally increased, with vegetable prices up 1.9% and egg prices up 1.2%, while pork prices fell by 0.4% [41][42] Infrastructure and Production - Infrastructure data remains weak, with cement dispatch rates at 33.4%, unchanged from the previous week and down from 36.5% year-on-year [15] - The asphalt plant operating rate has increased to 28%, up 3 percentage points from the previous week, but still down 4.7 percentage points year-on-year [15] Interest Rates and Debt - Interest rates remain relatively stable, with 1-year, 5-year, and 10-year government bond yields reported at 1.4017%, 1.6183%, and 1.8412%, respectively [55] - The issuance of special bonds to support infrastructure projects has been significant, with plans for 1.5 trillion yuan in long-term bonds to support nearly 3,000 projects [45]

Group 1 - The titanium dioxide concept sector declined by 0.73%, ranking among the top declines in the concept sector, with companies like Anada, Guocheng Mining, and Tianyuan Co. experiencing significant drops [1] - Among the titanium dioxide stocks, Tianneng Chemical, Vanadium Titanium Co., and Jinpu Titanium Industry saw increases of 1.18%, 0.65%, and 0.63% respectively [1] - The overall market saw a net inflow of 0.25 billion yuan into the titanium dioxide concept sector, despite eight stocks experiencing net outflows [2] Group 2 - The leading stocks with net outflows included Vanadium Titanium Co. with a net outflow of 21.28 million yuan, followed by Longbai Group and Donghua Technology with outflows of 19.79 million yuan and 4.90 million yuan respectively [3] - Stocks with significant net inflows included Zhenhua Co., Jinpu Titanium Industry, and Guocheng Mining, with inflows of 29.98 million yuan, 29.38 million yuan, and 9.36 million yuan respectively [4] - Anada experienced a notable decline of 4.61% with a turnover rate of 20.08% and a net outflow of 1.92 million yuan [3]

格隆汇12月1日｜12月首个交易日，A股三大指数今日高开高走，沪指重回3900点上方；截至收盘，沪 指涨0.65%报3914点，深证成指涨1.25%，创业板指涨1.31%。全市场成交额1.89万亿元，较前一交易日 增量2917亿元，近3400股上涨。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3914.01 | 13146.72 | 1408.79 | | +25.41 +0.65% +162.64 +1.25% +21.09 +1.52% | | | | 科创50 | 创业板指 | 万得全A | | 1336.76 3092.50 6264.69 | | | | +9.61 +0.72% +39.91 +1.31% +59.01 +0.95% | | | | 沪深300 中证500 中证A500 | | | | 4576.49 7101.83 5505.28 | | | | +49.82 +1.10% +70.28 +1.00% +64.33 +1.18% | | | | 中证1000 | 中证2000 | 中证红利 | | 7386.68 | 3112.96 ...

12月1日，安纳达跌5.05%，截至发稿，报12.97元/股，成交4.29亿元，换手率15.03%，总市值27.89亿 元。 责任编辑：小浪快报 截至发稿，孔宪政累计任职时间5年6天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 90.06%， 任职期间最差基金回报-16.74%。 资料显示，安徽安纳达钛业股份有限公司位于安徽省铜陵市铜官大道南段1288号，成立日期1994年3月 11日，上市日期2007年5月30日，公司主营业务涉及生产和销售系列钛白粉及相关化工产品。主营业务 收入构成为：钛白粉65.61%，磷酸铁30.65%，其他(补充)3.74%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从安纳达十大流通股东角度 数据显示，诺安基金旗下1只基金位居安纳达十大流通股东。诺安多策略混合A（320016）三季度新进 十大流通股东，持有股数129.54万股，占流通股的比例为0.6%。根据测算，今日浮亏损失约89.38万 元。 诺安多策略混合A（320016 ...

Core Viewpoint - The recent price increase of titanium dioxide (TiO2) has drawn market attention, with domestic prices rising by 700 CNY/ton and international prices by 100 USD/ton, driven by rising raw material costs and supply constraints [1][2]. Industry Summary - The titanium dioxide industry has experienced multiple price hikes within a year, primarily due to escalating costs of key raw materials such as titanium ore and sulfuric acid [1]. - As of mid-November, the average domestic price of sulfuric acid reached 773 CNY/ton, a more than 111% increase since the beginning of the year, with some regions seeing prices exceed 900 CNY/ton [1]. - Domestic companies are limiting production, tightening market supply, and leading to increased market confidence and price hikes [1]. Company Performance - In the first three quarters of the year, titanium dioxide listed companies faced collective pressure, with some reporting negative net profits attributable to shareholders [2]. - The price increase may help improve industry performance in the long term, but it could also squeeze the profitability of downstream companies [2]. - Companies are encouraged to enhance technological research, improve production efficiency, and optimize product structures to produce higher value-added products [2]. Future Outlook - The future trajectory of titanium dioxide prices remains uncertain, as downstream demand is currently weak, particularly in the coatings and plastics sectors [4]. - While some international demand for titanium dioxide has increased, overall demand remains lackluster, making the sustainability of price increases dependent on actual growth in downstream demand [4].

Market Overview - The market experienced a slight increase today, with a significant reduction in trading volume, closing at less than 1.6 trillion yuan, the lowest since August 4 [1][3] - The aerospace sector saw a strong opening, with multiple stocks hitting the daily limit, including Tongyu Communication and Shunhao Co., among others [3][4] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rose by 0.34%, 0.85%, and 0.7% respectively, with over 4100 stocks rising and less than 1200 declining [3] Aerospace and Satellite Internet Sector - The aerospace and satellite internet sectors opened strongly, with significant gains, including a 2.89% increase in the aerospace sector and a 3.18% increase in the satellite internet sector [4] - A recent announcement indicated plans to build a large-scale data center system in the 700-800 km dawn-dusk orbit, aiming to transfer substantial AI computing power to space [4] - The "Liangxi Constellation" project, involving 12 intelligent satellites, is set to achieve a total computing power of no less than 20P after completion [4] Fujian Local Stocks - Fujian local stocks experienced a collective rebound, with several stocks hitting the daily limit, including Xiamen Construction and Fujian Cement, resulting in a 3.31% increase for the sector [6][10] - The market reacted positively to the announcement of the 15th Five-Year Plan for economic and social development in Fujian, which includes infrastructure improvements and cross-strait integration [10] - Additional measures to accelerate high-quality development in development zones were also announced, further boosting investor sentiment [10] Cultural Media Sector - The cultural media sector saw a collective surge, with stocks like Reader Media and Reader Culture hitting the daily limit [13] - The sector was catalyzed by the approval of the "National Reading Promotion Regulations (Draft)" during a recent State Council meeting [13] Stock Performance Highlights - Two stocks achieved "地天板" (a term for stocks that hit the daily limit after a significant drop), including Hai Xin Food, which experienced a dramatic recovery after hitting the limit down [15][16] - The trading behavior of Yu Huan CNC raised questions about liquidity, as a single sell order caused a rapid drop to the limit down before recovering [16][18]

Group 1 - The titanium dioxide concept sector rose by 4.31%, leading the gains among concept sectors, with 14 stocks increasing in value, including Jinpu Titanium Industry and Anada, which hit the daily limit [1][2] - Major gainers in the titanium dioxide sector included Guocheng Mining, Tianyuan Co., and Huiyun Titanium Industry, which rose by 5.63%, 5.24%, and 5.02% respectively [1][2] - The sector attracted a net inflow of 271 million yuan from main funds, with 12 stocks receiving net inflows, and five stocks seeing inflows exceeding 30 million yuan [2] Group 2 - The top net inflow stock was Zhenhua Co., with a net inflow of 67.37 million yuan, followed by Jinpu Titanium Industry, Anada, and Guocheng Mining with net inflows of 61.21 million yuan, 48.11 million yuan, and 38.07 million yuan respectively [2][3] - In terms of net inflow ratios, Jinpu Titanium Industry and Anada led with 47.49% and 10.20% respectively, indicating strong investor interest [3] - The trading volume and turnover rates for key stocks in the titanium dioxide sector showed significant activity, with Zhenhua Co. having a turnover rate of 5.20% and Jinpu Titanium Industry at 4.20% [3][4]