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届"ESG全球领导者大会"的基础上进一步升级！嘉宾阵容强大，可持续大会组 委会邀请约500位中外重磅嘉宾，其中约100位为海外嘉宾，不仅有政要、前政要、国际组织的代表，还 包括了诺贝尔奖得主、图灵奖得主、全球500强企业负责人等国际顶尖学者与业界领军代表。本届大会 将围绕近50个议题展开深入研讨，议题涵盖能源与"双碳"、绿色金融、可持续消费、科技与公益等细分 领域。 协鑫集团首席可持续发展官宋贇波出席2025可持续全球领导者大会并在《圆桌论坛——共绘全球能源可 持续发展新图景》议题 ...

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]

Core Insights - The "2024-2025 Forbes China Sustainable Development Industrial Enterprises" list highlights GCL-Poly Energy (002506) for its innovative practices and achievements in sustainability, being one of the 40 main selected companies [1] - The evaluation aims to observe the performance of Chinese industrial enterprises over the past two years and their responses to stricter global ecological protection and governance requirements [1] Group 1: Selection and Representation - The selection process involved GBRC Global Business Research Institute and T V Nande as strategic and academic partners, respectively, identifying 40 main and 8 sub-selected enterprises, with over 50% from the new energy and high-end manufacturing sectors [2] - Key sectors represented include photovoltaic, lithium batteries, and semiconductors, showcasing both domestic companies with market capitalizations in the hundreds of billions and multinational companies integrating global ESG standards into local supply chains [2] Group 2: GCL-Poly's Sustainable Development Strategy - Since establishing the "NEXT Vision" sustainable development strategy framework in 2023, GCL-Poly has set 25 important commitments and strategic goals based on four pillars: Nature, Equity, Excellence, and Trust [2] - The company aims to lead sustainable development efforts and create a low-carbon and sustainable future through targeted initiatives [2] Group 3: Carbon Chain Project - In 2024, GCL-Poly launched the "Carbon Chain" project, the world's first carbon management platform for the photovoltaic industry based on "granular silicon technology + blockchain technology + intelligent technology" [3] - The platform aims to enhance product traceability and credibility by disclosing carbon values, performance, and qualifications, thus contributing to the construction of a local carbon data system and enhancing the international competitiveness of China's green supply chain [3] Group 4: Future Outlook - GCL-Poly plans to continue focusing on technology leadership and innovation-driven strategies, emphasizing efficient battery technology, smart and digital solutions, new materials and processes, differentiated product development, and international technical cooperation [4] - The company aims to provide robust technical support for achieving sustainable development goals and to lead the photovoltaic industry while contributing to the global green energy transition [4]

Core Viewpoint - The integration of blockchain technology in the photovoltaic industry is accelerating, with companies like GCL-Poly Energy Holdings and Ant Group collaborating to launch innovative platforms aimed at reducing carbon emissions and enhancing transparency in the supply chain [2][3][4]. Group 1: Company Developments - GCL-Poly Energy Holdings announced the launch of the upgraded GCL Carbon Chain 3.0 at the 18th SNEC International Photovoltaic and Energy Storage Exhibition, aiming to utilize AI and blockchain to lower carbon emissions and optimize reduction pathways [2][3]. - The GCL Carbon Chain is the world's first carbon management platform based on "granular silicon technology + blockchain technology + intelligent technology," allowing for the visualization, quantification, and verification of low-carbon footprints of granular silicon components [3]. - GCL-Poly Energy Holdings has a long-standing commitment to carbon chain products, having previously launched the first GCL Carbon Chain in June 2024, in collaboration with Ant Group and GCL Technology Holdings [3]. Group 2: Market Trends - The photovoltaic industry is witnessing increased innovation and collaboration, with blockchain technology being applied more extensively [4]. - GCL-Poly Energy Holdings' subsidiary, GCL Energy Technology, signed a strategic cooperation agreement with Ant Group to tokenize real-world assets (RWA) based on photovoltaic assets, marking a significant milestone in the financialization of physical assets [4][5]. - The market is showing a growing interest in RWA, which involves mapping ownership rights of physical assets to blockchain tokens, enhancing liquidity and financing efficiency [5]. Group 3: Industry Insights - The application of blockchain in the photovoltaic sector is transitioning from concept validation to large-scale implementation, with tools like the GCL Carbon Chain addressing transparency in environmental information [5]. - Experts suggest that the true transformation in the renewable energy sector will come from asset ownership transactions rather than RWA itself, potentially leading to increased investment in the photovoltaic industry [6].