ESG Action Salon ｜ How to achieve zero carbon transformation and cost reduction and efficiency?What are the investment opportunities under the "double carbon"?Logistics companies say this ...

The new bureau is opened, and the general trend. Enterprises are an important subject to implement the "dual carbon" goal. Low -carbon transformation is a must -have road. How to quickly adapt to the changes brought about by this trend is a problem that every enterprise must consider carefully.

As the concept of "double carbon" and ESG entered a critical period of landing, relevant policies have frequently released, and the action of industry leaders has become the focus of market attention.

On June 27, the Daily Economic News and the Green Financial International Research Institute of the Central University of Finance and Economics jointly organized the ESG Action Logistics Industry Series Salon, which is the theme of "zero -carbon transformation, cost reduction and efficiency and investment opportunities".

Zhongcai Green refers to Shi Yan, the chief consultant, the head of the innovation leader of the JD Logistics Intelligent Park, Wu Xiaojie, the head of the Prove Carbon Park, the chief financial officer of Anneng Logistics Lindi, and the vice president of Weitian Express (Lu Ge). "618 carbon reduction transcripts", "zero carbon transformation and cost reduction increase" and "zero carbon investment opportunities and layout", sharing carbon reduction transcripts, explore the exploration path and industry on the road to reducing carbon reduction transformation think.

618 Great Promotion of Carbon reduction practice frequently

Especially in the past 618, it was promoted in the past 618. Based on JD.com, the entire e -commerce retail market has handed over an excellent transcript. Behind the prosperity of e -commerce, the logistics that supports it stable is also lively as usual.

During the promotion period, logistics activities are frequent. This year, most logistics companies have also been at this node to practice their own carbon reduction exploration, while achieving a series of results.

Civilization of JD Logistics Intelligent Park Innovation, said that during 618 this year, JD Logistics adopted a series of measures on the carbon reduction of green storage, green packaging, matching, and technological innovation.

In terms of results, during 618 this year, the green supply chain logistics was 220,000 tons, and the large -scale application business volume of smart express vehicles increased by 260%year -on -year. In addition, more than 70 million boxes of products with 16,000 Jingdong brands use original packaging, that is, the integrated structure of commodity packaging and express packaging can reduce the waste of second packaging.

It is worth mentioning that during the 618 period of this year, JD Logistics Co -partners released the "Carbon neutralization Guide of Logistics Park", which systematically explained the top -level strategic design ideas of carbon neutralization and logistics parks. At the same time, based on rich business practice, in the industry The first to propose a complete solution for carbon neutrality in the logistics park.

As we all know, in addition to the park scenes, logistics transportation is also one of the important scenarios of logistics carbon reduction. Especially for the zero -burden industry based on wheels, the energy consumption and carbon row of traditional fuel vehicles are relatively high, so low -carbon transformation has become an imminent task for the industry.

Regarding the 618th results of this year, Ling Disheng, the chief financial officer of Anneng Logistics, said that compared with last year, 618 Anneng Logistics this year has greatly increased the proportion of front and car hanging. "In fact, the car hanging does not require fuel consumption. We can improve the efficiency of the front by reducing the distance of the vehicle's empty running. Last year, our car hanging ratio was about 1: 1.2 (that is, about 1.2 car hanging on each car. ), This year basically increased the proportion to close to 1: 1.4, and the goal of this year is expected to reach 1: 1.5. "Lindi Sheng introduced.

In addition, the Anneng Logistics ESG report also showed that in 2021, Anneng Logistics's diesel oil -saving amount of diesel reached 19,288 tons; reducing greenhouse gas emissions of 60,647 tons of carbon dioxide, of which the oil -saving vehicle reducing the emission reduction of 36,727 tons, and the existing existing existing The vehicle upgraded emission reduction was 20690 tons, and the emission reduction was 2287 tons by the LNG model, and the emission reduction was 943 tons through the line.

Wu Xiaojie, the head of the Prosre Carbon Park, took the Prosome Logistics Park as an example to introduce the normalized green smart operation method of Proset. Solution to serve the client industry chain upstream and downstream.

According to Wu Xiaojie, the Lushan Logistics Park is installed with a roof light board to provide clean energy for the daily operations of the park, and is equipped with a new energy electric vehicle charging service. Photovoltaic charging data and operating analysis are fundamentally reduced from carbon emissions. According to estimates, through various carbon reduction measures, the park reduced a total of 2536 tons of carbon emissions in 2021. In January 2022, the park obtained the LEED O & M platinum -grade green operation certification of the American Green Building Evaluation Standard System. It is one of the very few domestic logistics infrastructure projects that have obtained the highest -level green certification.

At present, this integrated zero -carbon solution is accelerating from the Prove Mountain Logistics Park to Prove in more than 400 parks in China, and further promotes more customers and industries, helping the Plos park customers and the entire industry. To achieve the "double carbon" goal.

Long Ke, Vice President of Vitian Express (Lu Ge), introduced the carbon reduction results of Lu Ge from another perspective: "Lu Ge has always advocated dataization and digital transformation capabilities, so most of our customers have achieved paperlessization. Order signing, and order signing and the entire circulating cloud arrangement. "Longke said:" In this way, nearly 10,000 logistics companies we serve, during the entire transportation process, sign from the company's internal process, or downstream drivers with downstream drivers Signing the contract list, and the last experiment to complete the order, all realized paperless transmission online. "

In response to the carbon reduction practices of various enterprises, Zhongcai Green refers to Shi Yan, the chief consultant, said on the salon that since the state proposed the "3060" dual carbon target, all walks of life and capital markets have paid more and more attention to the ESG practice of enterprises. "At present, all listed companies in Hong Kong must disclose ESG reports in accordance with the new version of ESG, and the Hong Kong market's requirements for ESG information disclosure of enterprise ESG are also increasingly stricter." For the values, I am more worried that this will make companies ignore to do specific things. For example, an ESG report of an enterprise has a thick copy, but there are not many actual quantified numbers. "

Zero -carbon transformation route "Flowers and blooming"

According to the "A -share listed company's 2020 ESG Information Disclosure Statistics Research Report" released by Shangdao, since 2021, a total of 1,092 A -share listed companies have released the 2020 ESG report. In the context of the "double carbon", the ESG concept of zero carbon transformation and cost reduction and efficiency has also entered a large -scale practice period.

As far as the logistics industry is concerned, the zero -carbon transformation routes of each characteristic enterprise are "blooming" and practiced innovative concepts such as green and technology on their respective tracks. Ideal effects such as effect.

In response to the practice of JD Logistics in the carbon reduction in the logistics park, civilization said that the carbon neutrality of the logistics park cannot be achieved overnight, and long -term and global ideas need to be designed from the top floor to the landing path. It is a systematic engineering. Civilization believes that JD Logistics has three steps in the specific implementation path in this regard, including clarifying the carbon emission sources and emissions of the park, formulating long -term planning goals, and formulating carbon reduction measures for emission sources.

"Logistics is an industry with a lot of production materials, so it is very important to achieve energy conservation and consumption reduction in this way in this way. However, if there are still some part of it, it can also be discharged by offset the remaining greenhouse gas emissions. The method of realizing the carbon emissions within the operation boundary of the park ", the civilization supplemented by civilization." In addition, the logistics park also needs to strengthen the training of energy conservation and emission reduction staff, at the same time increase the construction of energy conservation and supervision capacity, improve the level of energy conservation supervision informatization level ","

Wu Xiaojie believes that ProLos integrates ESG concept into the management of all aspects of the enterprise, which is also the original intention of ProLos to launch the "Hainan Carbon Management System". This year, the Prosa Carbon Management System has launched the "Carbon Reduction Tool Box" function, which provides comprehensive carbon reduction measures on the basis of the visualization of emission data, and simulates the carbon reduction effect of each measure through the knowledge base and data modeling. Functional iterations are tailor -made carbon reduction planning for enterprises. Before the implementation of each carbon reduction measure of the enterprise, different measures and combination methods can be deduced through this toolbox to achieve the most ideal results.

"Prove provided services to customers in the logistics industry for a long time. As a starting point, we hope to reduce the threshold of carbon reduction in the industry and make the carbon reduction methods adapted in the logistics park scene in scale. Infrastructure services allow customers to focus on their own business operations, "Wu Xiaojie said.

Longke continued to extend from the paperless operation of Lu Ge. From 2019 to 2021, there are more than 60%of the transportation orders in Lu Ge to achieve paperless operation through data tools. This number has now exceeded 75%.

"Specific to each order, we also made a simple calculation. From 2019 to the end of 2021, we only uploaded such a link through the order to save customers 15 million pieces of paper, which is equivalent to cutting less than cutting less. 5,000 adult trees, reducing carbon emissions to 230 tons. "Longke's example.

In addition, according to him, in 2019, there will be only 20,000 new energy vehicles on the road song platform. By 2021, it will exceed 80,000 orders, a total of 7.6 million hectares of carbon emissions. Lu Ge also uses more digital technologies to combine multiple transportation methods to achieve cost reduction and green carbon reduction in the fields of large -scale transportation and other fields through multi -type transportation.

More than that, Lu Ge also made a lot of distinctive exploration and practice for the driver. "Our card -friendly area has more than 3 million truck drivers as our registered member, and it also provides a community for sharing and exchanges and mutual assistance. In this community, as of May 2022, we initiated online There are more than 1.7 million mutual aid events, close to 90%of the resolution rate. For drivers turn over or major accidents, the number of mutual assistance incidents has exceeded 90,000, and the resolution rate has reached 100%. "Longke supplemented a set of such data.

Similarly, in the express industry, Anneng Logistics also has new ideas in the direction of zero carbon transformation. Lindi Sheng said that the area of ​​the distribution center operating now in Anneng Logistics exceeded 2 million square meters. Zero -carbon transformation in this area has also begun to make a series of attempts. Carbon reduction is achieved through the form of photovoltaic power generation. In addition, Anneng Logistics also continued to achieve discharge of waste products and recycling of water resources.

So, for enterprises, how should we combine the top -level design strategy with the specific actions of the enterprise in the process of practicing ESG? In this regard, Shi Yan's proposal should first set a goal. "In addition to comparison with the past achievements, companies should also make the goal of the next year, and then achieve this goal through one year of hard work." Forming the goal also means that the top -level design strategy is selected. After that, Shi Yan said that the company should sink the goal to the operating process first, and then sink to the terminal's business. "But now many manufacturing companies have not included ESG into the management system. The data is subsequently submitted to the third -party inspection and appraisal. "

In addition, Shi Yan also said that enterprises should stand on the perspective of consumers to think about how to combine business with ESG and "think about what consumers care." "The more international companies, the more ESG thinking. In the environment of the epidemic, companies like JD.com play an important role. They provide many supplies for citizens affected by the epidemic, and they have a lot of supplies. Responsibility, this is also the specific action of the enterprise to practice ESG, "he said.

Zero -carbon investment opportunities and layout under "double carbon"

On the various segmented tracks of the logistics, companies have opened zero -carbon transformation, and their own characteristics also show their determination to explore the low -carbon operation of the upstream and downstream of the entire supply chain. In the context of the "double carbon", what zero carbon investment opportunities and specific layouts are there?

In this regard, the civilization replied that from the perspective of the national economic cycle, according to the analysis of the Energy Research Institute of the National Development and Reform Commission, China will only achieve the overall carbon integrated goal in the next 30 years. It will reach 1 million yuan. Therefore, in such a big background, conservative calculations, as far as the scene of the logistics park is concerned, the carbon comprehensive carbon reduction method will drive up the investment of hundreds of millions of yuan in upstream and downstream industrial chains, and the market prospects will be huge.

In terms of enterprises, civilization said that Jingdong Logistics will share its own carbon reduction effect with the supply chain upstream and downstream enterprises. On the one hand, it can achieve the goal of carbon reduction of various enterprises upstream and downstream of the supply chain. The method of reducing the cost of carbon reduction in enterprises more effectively and forming a benign closed loop.

"Carbon neutralization has no end, it is a dynamic balance process." Wu Xiaojie said that in recent years, Prove has vigorously developed new energy assets and services of solar, wind energy, energy storage, and charging infrastructure, and steadily promoted green energy substitutions Traditional energy. In the future, Prove will continue to invest in the iterative upgrade of related technologies through continuous investment in the field of carbon neutralization, provide long -term and stable carbon neutralization solutions, and further advance zero carbonization to the upstream and downstream of the industrial chain with partners.

Lindidon emphasizes that through scale effects and network effects, Anneng Logistics effectively integrates the market, and can also provide better services to all terminal customers through the output of stable digital capabilities. The focus of the next step is no longer a simple scale expansion, but an effective scale growth, and the refined operation of the entire network.

"In the entire Express Network, in the entire sculpture cost structure, road transportation is actually the most important piece, accounting for about 40%to 50%of the total cost. There is another focus of work in the next step, that is, the cost of the unit's trunk line must continue to continue Falling to ensure that we can maintain total costs and enhance competitiveness. "Lindi Sheng added.

Enterprises practice ESG is bound to be a long -term process. Shi Yan believes that enterprises should find the most suitable point for cost benefits, and the most suitable point will change dynamic changes. "As the most suitable point increases, the investment of enterprises will be more and more, so the strategy, profit, and business capabilities of the management team will also improve accordingly." He said.

Talking about the important falling point of the current zero carbon, Shi Yan believes that the current carbon neutral and strategic deployment is mainly concentrated in the four major fields of energy, industry, transportation, and construction. "These areas involve logistics and distribution, which shows that logistics is a major point."

"At present, carbon prices have continued to rise and costs continue to rise. Therefore, the four major areas can be integrated with logistics." Shi Yan said. "Planning how to save energy to reduce carbon reduction in logistics can not only reduce cash flow, but also create new cash flow. , Bring new opportunities to various fields. "

(Cover picture source: Photo Network -400730822)

Daily Economic News

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