The postal industry of ESG letter observation ｜ Industry collectively practiced the green transportation chain, only SF disclosed emission data

With the rapid development of the platform economy, the demand for postal industry as a supporting postal industry has increased geometric levels. According to data from the National Post Office Express Data Platform, my country's express delivery business volume has exceeded 100 billion pieces in 2021. The market size has also exceeded the trillion -dollar level, and has ranked first in the global express delivery volume for many years.

However, it is not necessary to ignore that while the industry creates economic and social benefits, it is also one of the "main forces" of carbon emissions, which has a certain resistance to the "dual carbon target" in the whole society. Data show that the carbon emissions of the courier packaging of more than 20 million tons of one year can be offset by trees equivalent to the land area of ​​Beijing.

It can be seen that the strategic plan of integrating the ESG concept into the postal company company not only meets the national requirements, but also meets the company's own sustainable development needs.

Data platforms for the ESG Action School of Zhongcai Green Golden Academy of Green Golden Academy show that as of September 23, 2022, 5 companies in A-share postal industry have disclosed the social responsibility report or sustainable development report. industry. Among them, issues such as green transportation, green packaging, and recyclable packaging have become the focus of the industry's common attention and have achieved certain emission reduction results. It is worth noting that only SF Holdings (SZ002352, a stock price of 46.70 yuan, and a market value of 228.61 billion yuan) disclosed emission and energy consumption data. The industry's overall disclosure of environmental performance needs to be strengthened.

Green transportation system helps emission reduction

Content source: Social responsibility report released by listed companies or sustainable development reports

The carbon emissions in the postal industry mainly come from three aspects, namely the transportation phase, sorting phase, and division and packaging stage. It can be found that green transportation has been integrated into the daily business development of various companies from the social responsibility report or continuous report disclosed by A -share postal companies. In addition, from the results of the implementation, green transportation of different methods can reduce certain emissions.

Specifically, SF Holdings mainly adopts green transportation by optimizing capacity structure, monitoring data and optimizing transportation paths. First of all, in terms of land transportation, the investment and use of new energy vehicles are increased through various channels. As of the end of December 2021, new energy vehicles have covered 215 cities and introduced hydrogen energy and natural gas vehicles. In terms of aviation transportation, refined management through the fuel management system, implementing energy -saving and emission reduction measures, and actively following the national biological aerospace oil pilot work. Secondly, the company realizes the energy management of new energy vehicles through the new energy vehicle system platform, including the number, utilization rate, access and attendance rate of new energy vehicles, and can analyze the average daily driving mileage of the vehicle, driving time, longing, and The length of charging and the distribution of use and charging time in order to adjust the use of vehicles and electric piles in a timely manner, thereby improving energy efficiency. Finally, SF Smart Maps empower transportation line planning, combined with the timing requirements and distance of the product, using intelligent algorithms to provide path planning optimal solutions.

The practice of Debon (SH603056, a stock price of 16.66 yuan, and a market value of 17.11 billion yuan) is similar to SF. It is also purchasing new energy vehicles and strengthening the planning transportation route. In 2021, the company continued to increase the procurement of new energy vehicles. A total of 29 different models and more than 1,000 units were used for branch transportation and terminal delivery. In the trunk transportation, the company gradually replaced the vehicle over the emission exceeding the standard, and the purchase of vehicles that are more in line with the latest emission standards to reduce the impact on the environment.

Yunda Co., Ltd. (SZ002120, the stock price of 16.37 yuan, and a market value of 47.52 billion yuan) In addition to using new energy vehicle transportation and intelligent planning routes, it also adopts the company's independent development monitoring system developed by the company. To achieve visual management and control, effectively reduce idle operation, stop rapid stop, maintain economic speed, reduce fuel consumption of more than 3%per car, and reduce carbon dioxide emissions of more than 4,200 tons/year.

Comprehensively implement green, recycled packaging

Earlier, the State Post Bureau released the "Express Service Greenhouse Gas Emissions Measurement Method (YZ/T0135-2014)" industry standards. According to calculations, in the courier life cycle carbon footprint, the carbon emissions of express packaging and consumables were the largest. Therefore, the industry has generally regarded green packaging and recyclable packaging as a key carbon reduction path.

Yuantong Express (SH600233, the stock price of 20.56 yuan, and a market value of 70.65 billion yuan) By promoting the use of recycling packaging, enhanced packaging waste recycling, continuously invested in recycling in a circular bag, recycling courier box, and promoted franchisees and terminals to the end. The dot standardized recycling device is set to strengthen the recycling of packaging waste. At the same time, the company specially made 200,000 all -biodegradable plastic packaging bags, and began to use it in Hainan since December 2021.

Photo source: Photo Network-401118931

In addition, the company promotes electronic and reduced express delivery orders to reduce resource loss. As of the end of 2021, the company's electronic face -to -face utilization rate exceeded 99.9%, and the use of one -meter single -handed order was more than 95%. In addition, the company comprehensively promoted the 45mm specifications and below tape packaging in 2021 to reduce the consumption of express packaging.

SF Holdings made reduction, standardization, and scene -based innovation development of 8 major categories of materials such as rubber bags, rubber paper, stickers, and seals last year. Under the premise of ensuring quality, the rubber bags containing regenerative materials have been put into pilots in four regions, and the reduction of low -sticking paper in the sub -scenario has also been put into pilot more than 10,000 volumes. At the same time, the company conducted refined research and development of the seal SKU, reduced from 31 models to 14 models, and launched a bottomless paper development for 34 conventional stickers. It is expected to reduce the amount of paper costs by about 50%. In addition, through the research of a variety of courier scenarios and user scenarios, the company realizes the refined modification and innovation of packaging materials adaptation, combined with the operating procedures for restricting over packaging, reducing the use of raw paper about 34,000 tons and reducing plastic use of about 6,200 tons. In terms of recycling materials, Yuantong Express uses recyclable degradable materials to make recycled express boxes. The box can be molded without glue and tape. Over time. The sealing ring is the key structure, the packaging is more labor -saving, and the RFID electronic label is added, one box and one yard, and the use of electronic face single can effectively carry out the data management of consumables and the full life cycle management of the box to promote the standardization of express logistics logistics manage.

Shentong Express (SZ002468, the stock price is 13.46 yuan, and the market value is 20.6 billion yuan) combined with upstream material suppliers. In Shanghai and Zhejiang several outlets, the "material packaging can be recycled" project. In the way the loop to the supplier warehouse reuse, the cumulative circulation boxes have exceeded 5,000, and the circulation is used more than 30,000 times.

Although the above companies have penetrated the green concept and green design throughout various business scenarios, there is still high room for improvement in specific environmental data disclosure. At present, only SF in the five postal companies disclose relevant carbon emission data and energy consumption data, and the other four companies have not mentioned it. For the public and investors, it is necessary to intuitively see the effectiveness of the enterprise in energy conservation and emission reduction, and have historical data for comparison. The lack of data is not conducive to investors make judgments and decisions. And effectively advance.

Cover picture source: Every reporter Zhang Jian (data map)

Daily Economic News

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