近年来，贯彻ESG——环境、社会和治理原则的责任投资理念不断深入人心。实际上ESG作为一个 整体概念被首次提出是在2004年，距离现在不过18年时间。18年前，联合国全球契约组织首次提出ESG 概念，并指出："ESG对企业的品牌、声誉及价值有重大影响，倡议金融业参与者应将ESG纳入工作体 系，以构建强大、有弹性的金融市场并推动可持续发展"。 2006年，责任投资原则组织（PRI）在联合国支持下成立，PRI将责任投资定义为："该投资把ESG 因素纳入投资决策和积极行使股东投票权，以提高回报、更好地管理风险，以及创造对现实世界的积极 影响。"PRI为广大投资机构建立了ESG投资的基本原则与框架。自此，ESG投资、责任投资理念开始在 全球资产管理行业快速发展。 当下，很多业内人士把ESG投资、责任投资、绿色金融、可持续金融等概念交叉使用。虽然这些词 汇的内涵不完全等同，但是都指向同一个目标——将过去常被忽视的环境保护、社会责任等因素纳入投 资研究体系——这也是资产管理行业的必然发展趋势。ESG因素早期在国内常被视为一种非财务因素， 与传统投资研究的财务因素进行区别。但是这种分类在一定程度上限制了ESG投资理念的发展 ...

Market Overview - The Shanghai Composite Index rose by 0.01% to close at 3582.3 points, with a daily high of 3613.02 points [1] - The Shenzhen Component Index fell by 0.37% to close at 11059.04 points, with a daily high of 11158.22 points [1] - The ChiNext Index experienced a slight decline of 0.01%, closing at 2310.67 points, with a daily high of 2333.31 points [1] ETF Market Performance - The median return of stock ETFs was -0.09% [2] - The highest performing scale index ETF was Huatai-PB CSI A100 ETF with a return of 1.19% [2] - The highest performing industry index ETF was Penghua CSI Securities Leader ETF with a return of 1.5% [2] - The highest performing strategy index ETF was China Southern CSI Dividend Quality ETF with a return of 0.5% [2] - The highest performing style index ETF was Yinhua CSI 500 Value ETF with a return of 0.94% [2] - The highest performing theme index ETF was Bosera CSI Sustainable Development 100 ETF with a return of 3.27% [2] ETF Performance Rankings - The top three ETFs by return were: - Bosera CSI Sustainable Development 100 ETF (3.27%) - Huatai-PB SSE STAR Market Semiconductor Materials Equipment Theme ETF (3.01%) - China Southern SSE STAR Market Semiconductor Materials Equipment Theme ETF (2.91%) [5] - The top three ETFs by decline were: - E Fund CSI All Share Construction Materials ETF (-6.28%) - Fortune CSI All Share Construction Materials ETF (-5.91%) - Guotai CSI All Share Construction Materials ETF (-5.61%) [6] ETF Fund Flow - The top three ETFs by fund inflow were: - Southern CSI 500 ETF (inflow of 872 million) - E Fund CSI A500 ETF (inflow of 790 million) - Huatai-PB CSI 300 ETF (inflow of 493 million) [8] - The top three ETFs by fund outflow were: - China Southern SSE 50 ETF (outflow of 458 million) - E Fund ChiNext ETF (outflow of 418 million) - Guotai CSI All Share Securities Company ETF (outflow of 413 million) [10] ETF Margin Trading Overview - The top three ETFs by margin buying were: - China Southern SSE STAR Market 50 Component ETF (856 million) - Guotai CSI All Share Securities Company ETF (386 million) - E Fund ChiNext ETF (325 million) [11] - The top three ETFs by margin selling were: - China Southern SSE 50 ETF (22.74 million) - Huatai-PB CSI 300 ETF (20.41 million) - Southern CSI 1000 ETF (6.79 million) [13] Industry Insights - Dongwu Securities noted that AI demand is driving benefits in the equipment supply chain, with advanced processes continuing to expand [14] - Tianfeng Securities highlighted an improving supply-demand balance in the electronics and semiconductor industry, with domestic manufacturers increasing market share in mature processes [14] - The organic silicon industry maintains an operating rate of 72.26%, with sufficient pre-sale orders and a rebound in raw material prices providing cost support [14] - The semiconductor materials sector is seeing steady demand for electronic gases, with companies like Huate Gas and Jinhong Gas making progress in customer certifications [14]