"Fruit Chain" listed company ESG disclosure details are different from industrial Fulian proposed in 2035 to achieve "operating carbon neutralization" in 2035

There was such a sentence in the consumer electronics industry: "Those who get apples get the world."

Entering the "fruit chain" has become an apple supplier, which not only means sufficient orders and profits, but also the industry's recognition of the company's strength, as well as hidden benefits such as the high valuation in the capital market. However, the supplier wants to put on the "fruit chain" to cope with the severe challenges of the product performance, process process and other aspects of technology iterative iteration and consumption upgrade, but also to adopt the environment and social standards under the wave of sustainable development under the wave of sustainable development. test.

As of now, many apple suppliers including Huanxu Electronics, BOE A, Industrial Fulian, Lixun Precision and Lan Si Technology have successively disclosed the ESG (environment, social and governance) reports or social responsibility reports (hereinafter following All referred to as the ESG report).

For example, Industrial Fulian and Lixun Precision also disclosed the goal of ESG's future development. Among them, carbon emissions, carbon neutralization and development keywords.

Industrial Fulian said: The company formulates carbon neutralization and goals, and is committed to achieving carbon neutrality in 2035; the net zero emissions of the value chain in 2050. Lixun Precision said: The company actively responded to the national carbon peak, carbon neutrality, and work requirements, and promised that the company's carbon emissions strength in 2025 decreased by 40%compared to 2017. "

Apple formulates carbon neutral and target fruit chain enterprises to attach importance to ESG letters

In recent years, in order to alleviate the impact on the environment, Apple has formulated ambitious long -term goals- "by 2030 to fully achieve carbon neutrality from the supply chain to products." Under this goal, Apple will promote the entire supply chain to use clean energy. In 2020, 8%of potential suppliers failed to enter the "fruit chain" because they were unable to or do not want to reach Apple's responsibility standards, including new factories operated by existing suppliers.

In addition to the goal set by Apple, in the context of the "double carbon" target, low -carbon transformation has become the direction of exploration of high -quality development of enterprises, and the business model is gradually changing to sustainable operation. ESG is the core of the sustainable development of enterprises. At present It has become a mainstream evaluation system for enterprises' non -financial performance.

On the whole, the content framework disclosed by the aforementioned five major fruit chain companies is relatively similar, covering the company's concepts, important progress, future plans, etc., but the details of the ESG reports of each company are different, indicators disclosed, etc. There are also differences. In contrast, at the ESG governance process and future goals setting level, Huanxu Electronics, Industrial Fulian and Lixun Precision Disclosure is more specific.

Among them, Huanxu Electronics (SH601231, a stock price of 14.31 yuan, and a market value of 31.63 billion yuan) In order to reduce the negative impact on the environment in operations, as early as 2018, it actively promoted the use of renewable energy. The Mexican factory was promoted to 30%renewable energy.

Huanxu Electronics has always attached importance to actively disclosing ESG -related information, and has published a corporate social responsibility report for 13 consecutive years. In March of this year, Huanxu Electronics continued to emphasize the important position of ESG in the 2021 sustainable development report. "Huanxu Electronics uses ESG as an important mission of corporate operations, and follows the four strategic directions of 'low -carbon mission, cycle regeneration, social integration and value co -creation'.

In early July, the Fulian (SH601138, the stock price of 9.74 yuan, and a market value of 193.5 billion yuan) released the 2021 social responsibility report. Last year, the company integrated ESG on the basis of the existing sustainable development strategy, focusing on the three aspects of supply chain, new energy and carbon neutralization to better fulfill corporate social responsibility.

Specifically, "in terms of supply chain, the company improves the accuracy of equipment and process parameters by creating a lighthouse factory, and optimizes the benefits of semiconductor companies; in terms of new energy, the company through lightweight, power -saving and intelligent new energy sources The layout of the car, producing products that reduce the negative impact on the environment; in terms of carbon neutrality, the company continues to actively promote product innovation and business development of clean technology, and strives to grasp market opportunities for cleaning technology. "

In addition to the Fulian Federation of Industry, another company Lixun Precision (SZ002475, a stock price of 34.64 yuan, and a market value of 245.44 billion yuan) has also attached great importance to ESG in recent years.

In April 2021, Lixun Precision disclosed the speech of the chairman Wang Laichun in the announcement, saying that the implementation of the environmental, social and governance responsibilities is essential for the sustainable operation of the enterprise. "Continuously improving the company's governance system, developing the concept of green environmental protection, and promoting the harmonious development of people and society is the promise of the long -term hard work of Lixun."

In terms of specific measures, Wang Laichun said that the company has accelerated the construction of a green supply chain and gradually integrates ESG management requirements into the supplier management system to promote the cooperative and high -quality development of the industrial chain.

Lan Si Technology (SZ300433, a stock price of 11.50 yuan, and a market value of 57.2 billion yuan) said in the 2021 social responsibility report that in 2021, in order to grasp the global dual carbon target, further realize the green and low -carbon economy and promote sustainable development. The company's establishment Hunan Lansi New Energy Co., Ltd. is engaged in photovoltaic glass products, photovoltaic equipment and components, photovoltaic power generation projects and other businesses. At the same time, the company also purchased all kinds of pure electric and mixed trams for transportation, customer service and employee commuting last year to achieve an annual reduction of about 300 tons of carbon dioxide.

BOE A (SZ000725, the stock price of 3.92 yuan, and a market value of 150.7 billion yuan) takes water resources management as an example. The amount of fresh water is only 0.031 cubic meters (tap water consumption), reaching the domestic/international leading level in the same industry. ESG's future development target five companies have different disclosure details

At the ESG rating level, only a few of the five fruit chain listed companies disclosed their ESG rating in the ESG report. Huanxu Electronics said that the company won the sixth place in the 2021 S & P ESG Index Relief Rating of Electronic Equipment, Instrument and Component Industry.

The Industrial Federation disclosed a more detailed rating: the company has received the recognition of the three major international indexes. "First of all, the ESG rating of the Industrial Fulian twice in 2021 was rated as the BB grade; the British FTSE index rated the company as the same industry than the global industry. The rating of rating is 10%of the leading position in the same industry. "

In addition, at the goal of ESG's future development, the detailedness of the five companies disclosed. Huanxu Electronics said that in order to fully achieve the scientific carbon target (SBT) in 2030, the company formulated the USI net zero carbon emissions strategy and adopted the green electricity or voucher. Essence

Industrial Fulian and Lixun Precision also disclosed specific goals. Among them, carbon emissions, carbon neutralization and development keywords.

Industrial Fulian said: "The company develops carbon neutrality and goals, and is committed to achieving carbon neutrality in 2035; realized the value chain and zero emissions in 2050." Li Xun Precision said: "The company actively responds to the national carbon peak and carbon carbon, carbon carbon Neutralize work requirements, pay close attention to climate change, practice green development concepts in its own operations, and help the construction of ecological civilization. It promises that the company's carbon emissions in 2025 decreased by 40%compared to 2017. "

In order to achieve the above goals, Lixun precisely states that the company will continue to carry out carbon reduction management from management and technology to create innovation and practice of carbon reduction management, make every effort to build green factories, and build a sustainable green park ecology; expand the self -built photovoltaic project, buy green green Electricity, vigorously promote the use of clean energy; build an energy management system and efficient investment equipment, and continuously improve energy use efficiency; increase the investment and innovation of green products, continue to apply for green product certification, and commit to minimizing the products of products and people and the environment Unexpected impact.

BOE A did not disclose the intuitive figures, saying that "the company has established an ambitious environmental management goals and paths, practical and effective quality risks and supplier management systems, and scientific and humanized employee security measures. Service innovation. " In addition, Lan Si Technology disclosed the relevant goals.

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