A -share wine industry listed company ESG rating is nearly half of A faucet to explore green low -carbon supply chain

On September 19th, it was directed by the China Listed Companies Association and Chengdu Media Group, hosted by the Daily Economic News, and the 7th China Wine Capital Forum with the theme of the "Vijin New Bureau Creation Opportunities" will be held in the cloud.

There is no doubt that the brewing industry has become one of the important parts of my country's national economy. Faced with the increasingly complex economic situation, climate change, and repeated epidemic, the sustainable development capacity of the wine company has also been tested by unprecedentedly. Therefore, how to actively explore green development under the leadership of the ESG concept and enhance the company's sustainable development capabilities is a subject that all wine companies must deal with.

Every time the brand value research institute, according to the data query platform of the "ESG Action School" data of the Zhongcai Green Gold Institute, the ESG rating data of the A-share wine industry listed company was counted and found that the industry ESG performed well as a whole. Among them, there are 19 companies with a rating above A (inclusive), almost half of them, and they are also at the leading level in major industries. There are 12 ESG rating B companies, 6 companies with rating C, and 2 companies with rating D.

Data source: Data Platform of the ESG Action Pie of Zhongcai Da Gold Gold Academy

So, what are the focus of the ESG capabilities of the wine company? What are the differences in ESG capabilities between companies? What are the references and references of the ESG capabilities in the industry or the entire industry? What are the shortcomings in practice ESG concept? The reporter chose some excellent cases for interpretation based on the ESG rating of listed companies in the A -share wine industry.

Create a "green supply chain", low -carbon runs through the entire process

As we all know, the brewing industry belongs to the manufacturing industry and is also a resource -intensive industry. From upstream to midstream processing, to terminal sales, the industry chain is longer and covered with wide coverage. The challenges of multi -internal and external factors such as epidemics and corporate governance, the concept of sustainable development needs to be highly valued.

In the development and trend of the industry, leading enterprises often "Chunjiang Water Warm Duck Prophet". The same is true for exploring the path of sustainable development.

Every research of the brand value research institute found that companies with excellent ESG capabilities in wine companies have the following characteristics: for many years to adhere to disclosure of social responsibility reports; formulate ESG strategic systems and goals; deeply cultivate green development, explore the low -carbon plan for the entire industry chain; use cleaning Energy, energy conservation and emission reduction, manpower and material resources assist the governance of the local environment; actively perform social responsibilities and promote national strategies such as "common prosperity" and "rural revitalization".

Specifically, in terms of environmental issues (E), many companies have formulated their respective energy -saving emission reduction plans based on the "dual carbon target", which are specifically manifested in various aspects such as incorporating low -carbon behavior into the supply chain+production+operation and other aspects. Carbon reduction of full link. For example, Guizhou Maotai (SH600519, the stock price is 1859 yuan, and the market value of 2.3 trillion yuan) proposes to create a "green supply chain", which runs the concept of green development into the entire process of supply and marketing. Level.

Wuliangye (SZ000858, the stock price of 161.08 yuan, and a market value of 625.25 billion yuan) created the "zero carbon wine company" three stages: the first stage is to create a "zero carbon factory", carry out carbon emissions management, participate in market transactions, realize their own carbon emissions themselves Neutralization; the second stage is to create a "zero -carbon supply chain" and carry out green supply chain management; the third stage participates in the formulation of the carbon neutralization system in the brewing industry. At the same time, the company has established a "quantitative monitoring -qualitative plan -regular disclosure" carbon emission management mechanism to create a comprehensive intelligent carbon emission management system.

Similarly, Shunxin Agriculture (SZ000860, stock price of 20.37 yuan, and a market value of 15.11 billion yuan) announced relevant environmental performance data in the report, and set detailed disposal measures for pollution treatment such as poultry breeding waste treatment, sewage detection, and exhaust gas treatment.

And these public information will undoubtedly make investors more intuitively see the company's work and achievements in environmental governance.

In addition, the protection of water resources is also an indispensable part of brewing companies. Shanxi Fenjiu (SH600809, the stock price of 289.5 yuan, a market value of 352.11 billion yuan) and Ilit (SH600197, the stock price is 23.5 yuan, and the market value is 11.09 billion yuan). Sewage discharge, improve the efficiency of recycling water, improve and improve water quality of water sources.

Quality guarantee becomes consensus, and sustainable innovation is a new direction

In terms of social responsibility (S), the first thing that brewing companies pay attention to food safety and quality management. It is a common practice to formulate high standard management mechanisms, strictly test the production process testing, and realize product traceability.

For example, in terms of quality management and control system construction, Shuijingfang (SH600779, a stock price of 64.55 yuan, and a market value of 31.52 billion yuan) establishes a complete detection center with raw materials, packaging materials and production processes. Full index testing of food safety indexes, the test of the entire index of the finished product, is detected by batches to ensure that each batch meets the relevant national standard requirements. On the basis of the national standard requirements, Shuijingfang further formulated internal control standards in accordance with the requirements of major global countries to ensure that Shuijingfang products not only meet the national standards, but also meet international standards.

Yanghe Co., Ltd. (SZ002304, a stock price of 145.02, and a market value of 218.45 billion yuan) establishes a full -industry chain food safety control system from raw materials to consumer terminals. Through MES, LIMS, supplier collaborative platform and other information systems The platform realizes the one -click traceability of the entire process from raw materials to finished products, establish a sound food safety assessment and traceability emergency response system, and realize the full process of product quality. In addition to internal responsibilities such as their own product quality and employee interests, many wine companies responded to the national call and included "precision poverty alleviation", "common prosperity", "rural revitalization" and other key issues, making positive expressions for the industry and even the entire industry.

The focus of the two major issues of environmental governance and social responsibility is more inclined to the performance of the social responsibility of the enterprise, while corporate governance (G) is a key factor in guiding investors to make decisions. In this regard, brewing companies have outstanding advantages, because wine companies have always had a high return on investment in A shares.

Although the brewing industry is a pioneer of actively practicing ESG concepts, actively disclosing ESG reports, or social responsibility reports, comprehensive point of view, the ESG ability still has some room for improvement. For example, there are many shortcomings on the practice of environmental governance, especially the lack of key data disclosure, and the lack of sustainable innovation practice.

As we all know, brewing is a high -water consumption industry, and it is impossible for enterprises to balance between water picking and water saving. Compared with the amount of water saving, investors may be more concerned about the specific water consumption of the enterprise. However, some companies did not choose to disclose their own water consumption data, only disclosed the situation of recycling water and sewage reuse, which shows that companies are still lacking in protecting water sources.

In addition, in sustainable innovation, the kinetic energy of drinking and beverage -related companies is slightly insufficient. Taking packaging materials as an example, enterprises can use recyclable, renewable or degradable environmentally friendly materials to reduce the environmental pollution problem brought by the disposal of waste packaging materials. In this regard, most companies have not mentioned.

In terms of operation innovation, enterprises have been explored to some use of new energy and renewable energy sources, but the overall proportion is still low, and investment needs to improve low -carbon emission reduction. At the same time, technological innovation also needs to actively try to improve production efficiency by continuous innovation or introduction of new technologies to effectively reduce carbon emissions.

Daily Economic News

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