ESG Weekly
Important events in ESG field this week include: Shanghai legislates to promote the green transformation of development mode and regulate energy, industry and living consumption; Xiaomi released its first electric car SU7.
Cailian continues to pay attention to ESG and related behind it., technology research and development, investment and financing, etc. If you have a case of carbon neutrality, you can contact us through the following email address: chinastarmarket@cls.cn.
[International Overview]
Media: GlobalIndustry laid off more than 60,000 people in 2023.
According to the statistics of the Financial Times, the global industry laid off more than 60,000 people in 2023, which is one of the worst years of layoffs since the financial crisis, and it also changed the situation of massive recruitment since the new crown epidemic.
Waaree, India will invest $1 billion to build a photovoltaic module factory in Texas, USA.
On December 21, according to foreign media reports, Waaree Energies, an Indian photovoltaic module manufacturer, said that it would invest up to $1 billion to build a factory in Texas to take advantage of the soaring demand for clean energy in the United States. Waaree said that by 2027, its plan for Texas, USA.The Schell plant will become the largest in the United States.One of the factories.
Mandara Capital, an oil trader, will shut down its business.
Mandara Capital, a London-based oil trader, will close its business. The company was once one of the largest crude oil and fuel market makers. Muwaffaq Salti, the founder of the company, said that the shutdown procedure was in progress, but declined to elaborate.
Indian payment giant Paytm parent company will lay off employees.
One 97 Communications, the parent company of Indian payment giant Paytm, confirmed that it will lay off a small number of employees as part of cost-cutting measures, but did not specify the number of layoffs.
[Domestic trends]
National Energy Administration: In 2024, the newly installed capacity of wind power and photovoltaic in China will be about 200 million kilowatts.
According to the National Energy Administration, the country will speed up the construction of a new power system. In 2024, the newly installed capacity of wind power and photovoltaic in China will be about 200 million kilowatts. In 2024, the state will focus on key directions to carry out pilot tests and explore the establishment of new models, new formats and new mechanisms to adapt to the new power system. Accelerate the construction of the second and third batches of large-scale wind power photovoltaic bases, promote the completion and commissioning of projects in an orderly manner, and promote the high-quality leap development of wind power photovoltaic.
Shanghai legislates to promote the green transformation of development mode and regulate energy, industry and life consumption.
The ninth meeting of the Standing Committee of the 16th Shanghai Municipal People’s Congress passed the Regulations on Promoting the Green Transformation of Shanghai’s Development Mode, which will be implemented on January 1, 2024. The regulations mainly regulate the green transformation in the fields of energy development, industrial structure and living consumption, and at the same time clarify the basic management system and safeguard measures. In terms of energy green security transformation, the regulations clearly optimize the energy structure, promote green and low-carbon substitution of fossil energy, and promote the development of wind power, hydrogen energy,wait forAnd new typeDevelopment of ways; Build a new power system, improve the regulation ability of power grid and strengthen power demand side management; Optimize the allocation of power resources, improve the market-oriented trading mechanism of distributed power generation, and support distributed power generation entities to trade with power users in the same distribution network area in accordance with regulations. In terms of green lifestyle consumption, the regulations encourage green consumption and travel, support consumers to give priority to buying and using green low-carbon products, and guide the public to give priority to green travel.
China’s latest generation of large-scale wind power installation ship with deep sea integration is on trial.
On December 27th, a wind power installation ship with an operating depth of 70 meters designed and built by China was put on trial in Yantai. The ship has set a record of "the best in China" in terms of working water depth, deck variable load and lifting capacity. As the latest generation of large-scale wind power installation ship with deep sea integration in China, "Boqiang 3060" has a total length of 133 meters, a maximum operating depth of more than 70 meters, and a total variable load of 11,000 tons, which can meet three sets of 16 MW offshore wind.The transportation and installation of the group is the only new generation wind power installation ship in China that can carry the whole tower.
Silicon Industry Branch: Monocrystalline silicon wafer stocks suffered centralized selling, and prices fell in panic.
21 ST news, according to China,According to the official micro-news of Silicon Industry Branch of Industry Association, the price suffered irrational decline this week, and the inventory of P-type M10 silicon wafers suffered centralized selling, while N-type silicon wafers were relatively supported. The average transaction price of M10 single crystal silicon wafer (182 mm /150μm) dropped to 1.92 yuan per wafer, a decrease of 7.69% from the previous week. The average transaction price of N-type monocrystalline silicon wafer (182 mm /130μm) dropped to 2.18 yuan/wafer, a decrease of 4.39% from the previous week. The average transaction price of G12 single crystal silicon wafer (210 mm/150μm) dropped to 3.02 yuan/wafer, a decrease of 7.36% from the previous week.
[Industry trends]
Retail salary increase of 100%? Close to insiders responded: The news is true.
In view of the "retail salary increase,The news that the incentives are not capped, close to JD.COM insiders responded to the reporter: "The news is true." The reporter learned that since January 1, 2024, all online business personnel in JD.COM retail have been added to the fixed salary from the original monthly performance salary and the floating year-end bonus, enjoying the fixed year-end bonus of four times the monthly salary, and the adjusted annual fixed salary has increased by nearly 100%. In addition, the Boss unit of the business carries out additional performance improvement points according to the year-on-year improvement rate, and can obtain performance incentives without capping. The proposal will be announced by each business department in January 2024.
Xiaomi released its first electric car SU7.
Xiaomi released its first electric car, SU7, to position the C-class high-performance eco-technology car. Lei Jun said,Carrying 101kWh.kylin, CLTC cruising range is 800 kilometers.
Huawei officially released the price of M9 from RMB 469,800.
Yu Chengdong, CEO of Huawei BG and chairman of BU, a smart car solution, officially released the M9 at the press conference of the M9 and Huawei Winter Scene, with the extended-range Max version priced at 469,800 yuan and the extended-range Ultra version priced at 529,800 yuan; The pure electric Max version is priced at 509,800 yuan, and the pure electric UItra version is priced at 569,800 yuan. In terms of battery life, Wenjie M9 is equipped with the 4th generation extended range platform. The comprehensive battery life of the 52-degree version CLTC reaches 1402km and the pure battery life reaches 275km.
Wang Jianlin continued to sell wanda plaza ZhonglianTake over Guangzhou Luogang wanda plaza
Wang Jianlin is still selling his wanda plaza. The reporter learned that Wanda has transferred Guangzhou Luogang wanda plaza to Zhonglian Qianyuan Real Estate Fund Management Co., Ltd.. On December 29th, Guangzhou Luogang wanda plaza Co., Ltd. changed its equity, and Dalian Wanda Commercial Management Group Co., Ltd. withdrew from the company., 100% owned by Suzhou Lianshang No.4 Commercial Management Co., Ltd., whose controlling shareholder is Zhonglian Qianyuan Real Estate Fund. Xiaocai Note: Previously, Zhonglian Fund had taken over Taicang wanda plaza and held 100% shares.
In the 52nd week of 2023, the sales volume reached 12,100 vehicles.
On December 26, according to the officialNews, in the 52nd week of 2023 (12.18-12.24), the weekly sales volume reached 12,100 vehicles. Continue to launch an impact on the monthly sales target of50,000 vehicles. As of December 24th, LI has sold 36,400 vehicles this month, continuing to lead the new forces.
It is planned to increase the proportion of LNG long association to 20%-30% to support the whole terminal business scale, and it will be gradually increased in batches in the future.
December 25, recently acceptedShi said that according to the planning and progress of the terminal construction, the company has been actively carrying out foreign business negotiations with new long-term cooperation, and plans to increase the proportion of LNG long-term cooperation to 20%-30% to support the business scale of the whole terminal, which will be gradually increased in batches in the future. Up to now, the company has not made a final decision, which will be carried out after it is formally signed..
Investment successPower science & technology company
On December 25th, Aiqicha App showed that Diyi Yuanjing Power Technology (Wuxi) Co., Ltd. was established with Yang Xiaowei as its legal representative, with a registered capital of RMB 1 billion, and its business scope includes manufacturing. Sales of automobile power exchange facilities; Technical services, etc. According to shareholders’ information, the company is jointly owned by Automobile Co., Ltd. and Yuanjing Power Technology (Jiangsu) Co., Ltd.
[Technology, Investment and Financing]
Weidu Technology completed round B1 financing of 100 million yuan.
Windrose Technology completed the B1 round of financing of 100 million yuan. This round of financing investors include the Pilot Venture Capital Fund in Baohe District of Hefei, Goodman Group, Jiamin Group, Australia’s largest industrial real estate group, Zo Future Group, a listed company in Hong Kong, and Han Wen, founder of Weidu Technology. Weidu Technology is a new energy heavy truck start-up, mainly engaged in the research, development, manufacture and sales of new energy heavy trucks, and provides fully redundant drive-by-wire chassis, powertrain, body shape and interior, which can meet the demand of L4 autonomous driving.
Bolei Technology completed B1 financing of over 100 million yuan.
Bolei Technology recently completed the B1 round of financing of over 100 million yuan, which was financed by Jiuzhi Capital and Jinshui Lake., Rongxi joint investment. This round of financing will be used to develop a large-capacity and large-distanceAnd intelligent electronic control system, to create a regional model to enter more mining areas. Bolei technology is ubiquitous.Technology developer, dedicated to autonomous driving, etc.R&D and application of technology to create enterprise-level intelligent operation solutions.
Rong Feng Digital Energy completed tens of millions of Pre-A rounds of financing.
Recently, Rong Feng Digital Energy Technology (Shenzhen) Co., Ltd. (hereinafter referred to as Rong Feng Digital Energy), a one-stop solution service provider, has completed tens of millions of Pre-A rounds of financing, with Dagong Capital as the lead investor and Gaoshi Capital as the exclusive financial advisor. This round of financing funds of Rong Feng Digital Energy is used to deliver the investment in operation and product research and development. At present, the core product of Rong Feng digital energy "source-grid load storage" energy storage PCS covers 100-3,450 kW, which has the characteristics of high-frequency isolation, bi-directional, ultra-high efficiency, multi-function (charging/grid-connected/off-grid) and ultra-wide voltage range.
Hongzheng Energy Storage completed tens of millions of A+ rounds of financing.
Recently, Hongzheng Energy Storage (Shanghai) Energy Technology Co., Ltd. (hereinafter referred to as "Hongzheng Energy Storage") completed tens of millions of A+ rounds of financing. This round of financing was led by Puhua Capital, and other investors followed suit. Hongzheng Energy Storage is committed to providing comprehensive green energy applications and system solutions, focusing on technological innovation and product development in the field of energy storage. Use AI intelligence,Analysis, cloud technology and other energy digital technologies, and strive to build a full range of energy storage products with BMS, PCS, EMS and smart cloud platform as the core, and build a cloud-side collaborative system of energy storage system to realize comprehensive perception, intelligent diagnosis, collaborative control and intelligent operation and maintenance of energy storage power stations, and provide high-quality products and technical solutions for different needs of power generation side, power grid side and user side.