1、 MioPulse202310192022ESGhttps:/ /021.GDP%2.2023/3.30020232/034.%5.GitHub1.20222.2022/046.7.15%/058.3.12/069.202112023710.*/074.“/0911./105.12./116./1213.14./147.CAGE/1515.ESG/1616./1717.2021TCFD18.2021-2023TCFD/1819.20.CBAM/1921./2022./2123.A24./2225.*/2326.Amazon/2427.A28./258.“/269./2729./2830.202
2、2/2931.32./3033./31/32/33About this report01021a.2023GDP6.3%GDP0.8%b.20235.1%6.97.2c.30020231.5%20216.66.87.07.27.4202312023320235*USD/RMB2.2023/Refinitiv Eikon(15)(10)(5)05101520Q120Q321Q121Q322Q122Q323Q1*%GDP%1.GDP%Refinitiv Eikon3.30020232Choice(60%)(30%)0%30%60%040,00080,000120,0002015Q12016Q220
3、17Q32018Q42020Q12021Q22022Q3*%*%032a.6.64%b.756c.4.%CEIC Data051020132015201720192021*%5.GitHubGitHub12021163 164 175 193 198 228 237 721 756 1,355*1.SHEIN2.Meesho3.Shopee4.Amazon5.Shopsy6.Flipkart7.8.A9.Lazada10.Mercado Libre1.20221.PhonePe2.PayPal3.Google Pay4.Cash App5.PayTm6.7.Nubank8.DANA Dompe
4、t9.Airtel Thanks10.Caixa Tem2.2022ADJUST2046.MSCI3MSCI7.2020Wind4=/=/320%40%202049%202082%5*/49%40%35%23%19%16%16%16%15%14%*%*058318278721722351,105 130 62 71 284 190 1885713151331020400800*8.Refinitiv Eikon202373.12Refinitiv Eikon20237/6,6904,5591,238818273174/1187369686462202371.51,000126057413662
5、02220222021112023810102100*388315.2%3002.2%Invesco3.8%*1ThematicFactSet+3.7%Invesco Global Emerging Markets+2.8%20231302273244215186157138891220%10%0%(10%)*%10.*831*9.20211202370601202021142021842022342022104202354*AMI0607AMI10054299447607546854894.944760754685489390384375368368353347346314298296271
6、250232228216211208198195190183170165161153148147142134129128127126122121SHEIN119OPPO118114114113113112110108107106105102151455444210809202211CSRD20241.54,00020223SEC90%80%611.CSRDNFRDSECISSB10*Refinitiv EikonRefinitiv7820237EFRAGSECGary Gensler20237SEC9RefinitivSEC500 550CSRD40030AISSB5.SEC518386118