半导体产品与半导体设备

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协鑫集成Wind ESG评级提升至AA级 可持续发展绩效获资本市场认可
Zheng Quan Zhi Xing· 2025-07-11 08:24
Core Viewpoint - GCL-Poly Energy has achieved a significant improvement in its ESG rating, moving from A to AA, reflecting its leadership and continuous progress in sustainable development governance [1] Group 1: ESG Rating and Performance - Wind ESG rating agency has released its latest ratings for 2025, assessing companies based on international standards and methodologies tailored to the Chinese market [3] - GCL-Poly ranks 12th among 395 companies in the semiconductor products and equipment industry, placing it in the top 3% of its sector [3] Group 2: Sustainable Development Strategy - Since establishing the "NEXT Vision" sustainable development framework in 2023, GCL-Poly has set 25 key commitments and strategic goals across four pillars: Nature, Equity, Excellence, and Trust [6] - The company is developing a climate change management system focusing on governance, strategy, risk management, and metrics, aiming to achieve greenhouse gas emission reduction targets [6] Group 3: Carbon Chain Project - In 2024, GCL-Poly launched the "Carbon Chain" project, the first carbon management platform in the photovoltaic industry based on granular silicon technology and blockchain [7] - The Carbon Chain 3.0 initiative aims to connect quality suppliers and partners, utilizing AI tools to reduce carbon emissions and optimize reduction pathways dynamically [7] - GCL-Poly is committed to integrating green and low-carbon themes into its long-term renewable energy business, contributing to the global green energy transition [7]
解析美国对外投资限制清单(国金宏观厉梦颖)
雪涛宏观笔记· 2025-04-22 14:28
《美国优先投资政策》备忘录延续了特朗普政府加强外资审查力度的立场,核心在于建 立"差别化"的审查机制:一方面放宽盟国对美投资限制,另一方面严格管控与"外国对 手"国家的双向投资活动。 文:国金宏观宋雪涛/联系人厉梦颖 随着对等关税和对等反制的升级,市场担心贸易摩擦可能向其他领域蔓延,在此背景下,2月21日特朗 普政府出台的《美国优先投资政策》备忘录引发关注。 就在《美国优先投资政策》发布一个月前的1月20日,特朗普政府发布的《美国优先贸易政策》备忘录 已释放信号——将重新评估上届政府的对外投资法规。 《美国优先投资政策》备忘录延续了特朗普政府加强外资审查力度的立场,核心在于建立"差别化"的审 查机制: 一方面放宽盟国对美投资限制,另一方面严格管控与"外国对手"国家的双向投资活动 。 虽然目前公布的只是政策框架,但特朗普政府已明确要求相关政府部门启动配套法规制定程序,为后续 出台具体监管措施铺平道路。 特朗普第一任期和拜登政府时期,均颁布过一些对外投资限制命令。 比如特朗普第一任期的2020年11月12日第13959号行政命令,2021年6月3日第14032号行政命令 (对第13959号的修订),拜登政府时期的 ...