中新网杭州12月20日电(奚金燕)20日，"ESG：迈向可持续未来的责任担当"活动在浙江杭州举办。其 间，浙江省上市公司ESG信息披露报告分析(以下简称《报告》)正式发布。 《报告》显示，作为"绿水青山就是金山银山理念"诞生地，浙江多年来推动产业结构调整、发展清洁能 源，为企业践行ESG创造了土壤。浙江多家上市企业积极响应"双碳"战略，注重创新驱动与社会价值结 合，引入规范化管理体系，助推ESG战略落地施行。 《报告》还指出，浙江省上市公司ESG报告披露亦在区域与行业均衡性、披露深度与连续性以及公信力 建设等维度存在不足，尤其是行业层面亦呈现分化态势，11个样本行业中，金融、能源等6个行业已实 现ESG报告全披露，展现出极强的合规意识与重视程度；而信息技术、消费者非必需品行业的披露率仅 维持在60%左右。 针对上述问题，《报告》建议强化ESG合规监管与保障，压实企业合规意识。如通过出台责任指引压实 董事会及决策层核心责任，实施分类分级监管聚焦重点企业，组建跨部门专班强化协同执法；以市场准 入限制、信用惩戒等提升企业违规成本；制定细分议题操作指南，开展分层培训与标杆评选，培育主动 合规文化，推动企业从"形式合规 ...

党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》 （以下简称《建议》），对未来五年我国发展作出顶层设计和战略擘画。 国资央企怎样落实好《建议》提出的"加强原始创新和关键核心技术攻关""巩固壮大实体经济根基""深 化国资国企改革"等关键任务？记者采访了国务院国资委党委书记、主任张玉卓。 四方面着力强化国资央企自主创新、原始创新 问：《建议》提出加快高水平科技自立自强。"十五五"期间，国资央企在全面增强自主创新能力、抢占 科技发展制高点方面，将有哪些重要举措？ 答：习近平总书记指出，抓产业创新，要守牢实体经济这个根基，坚持推动传统产业改造升级和开辟战 略性新兴产业、未来产业新赛道并重。近年来，国资央企深入学习贯彻习近平总书记重要指示精神和党 中央有关决策部署，在传统产业升级和新兴产业培育上协同发力，深入实施中央企业产业焕新、未来产 业启航、"AI+"等专项行动，"十四五"时期新兴产业领域投资年均增速超过20%，在新一代信息技术、 新能源、新材料、高端装备制造等领域打造了一批世界级产业集群，有力推动关键产业爬坡过坎、升级 发展。 "十五五"时期，我们将指导推动央企进一步聚焦主 ...

Core Insights - The "Global City Industry Innovation Index Report 2025" indicates a significant shift of global industrial innovation focus towards Asia, with six out of the top ten cities for industrial innovation located in Asia [1][3][8] Group 1: Global Industrial Innovation Landscape - The report evaluates 27 major innovative cities globally, assessing them across four dimensions: environment, investment, output, and performance [3] - Industrial innovation, rather than mere technological innovation, is identified as the core engine driving economic rise and sustainable development for cities and nations [3][8] Group 2: Top Performing Cities - Tokyo, Shenzhen, New York, and San Francisco form the "first tier" of global industrial innovation, with very close overall scores: Tokyo at 46.84, Shenzhen at 46.79, New York at 46.72, and San Francisco at 46.11 [4][6] - Tokyo's top position is attributed to its strong industrial foundation and continuous innovation investment, leading in PCT international patent applications (11,664), high-tech product export ratio (67.4%), and number of Forbes Global 2000 companies (82) [6][8] - Shenzhen exemplifies China's leading position in application innovation and industrialization, with notable metrics such as ICT product export ratio (41.3%, the highest globally), PCT patent applications (6,463, second globally), and a labor force age population ratio (79.53%, the highest globally) [6][7] Group 3: Asian Cities' Collective Breakthrough - Six Asian cities occupy the top ten positions in industrial innovation, including Beijing (5th), Seoul (6th), Singapore (8th), and Shanghai (9th), indicating a clear shift of the global innovation balance towards the East [7][8] - Asian cities demonstrate significant advantages in electronic information and high-end equipment sectors, rapidly converting technological innovations into globally competitive products and services [7][8] Group 4: Comparative Analysis with Western Cities - While European cities like London (7th) and Paris (10th) and North American cities like New York and San Francisco maintain some advantages in innovation environment and performance, they face strong challenges from Asian cities in terms of innovation output scale and speed [8] - Traditional innovation strongholds such as Seattle and Boston have been pushed out of the top ten, highlighting the competitive dynamics in the global innovation landscape [8]

Core Insights - The report provides an overview of the Tianhong Vietnam Market Equity Fund (QDII) for the second quarter of 2025, highlighting its investment strategies and performance metrics [1][2][3]. Fund Overview - The fund aims to capture opportunities arising from Vietnam's economic growth while seeking to outperform its benchmark [3]. - The total number of fund shares at the end of the reporting period was approximately 2.82 billion [3]. - The fund employs various investment strategies, including asset allocation, stock investment, and fixed income strategies [3]. Financial Performance - The fund's net asset value (NAV) for the A, C, and D share classes as of June 30, 2025, were 1.4321, 1.4111, and 1.4108 RMB respectively [13]. - The performance metrics for the reporting period showed negative returns: A class at -2.56%, C class at -2.66%, and D class at -2.69%, while the benchmark returned 5.34% [13]. - Over the past three months, the A class underperformed the benchmark by 7.90% [5]. Investment Strategy and Market Conditions - The fund reduced its exposure to financial stocks in response to macroeconomic uncertainties and regulatory changes in Vietnam [12]. - The Vietnamese economy showed resilience with a GDP growth of 7.6% in the second quarter, leading to a cumulative growth of approximately 7.3% for the first half of the year [10]. - The government is accelerating domestic reforms to reduce reliance on external markets, particularly in light of the high tariffs imposed by the U.S. [10]. Portfolio Composition - The fund's assets are predominantly invested in common stocks, accounting for 89.16% of the total assets [15]. - The financial sector represents the largest portion of the portfolio at 54.72%, followed by basic materials at 11.16% [15]. - The fund has no holdings in bonds or asset-backed securities as of the reporting date [18]. Compliance and Governance - The fund management has established fair trading practices and has not encountered any violations of these principles during the reporting period [8][9]. - The fund management is committed to transparency and has not engaged in any unfair trading activities [9].