Industry Investment Rating - The report does not explicitly provide an investment rating for the industry [1][2][3][4][5][6][7] Core Viewpoints - The consumer electronics industry is one of the fastest-growing sectors in terms of global electricity consumption, with semiconductor manufacturing alone projected to consume 237 TWh by 2030, nearly equivalent to Australia's total electricity consumption in 2021 [1] - Leading consumer electronics brands like Apple, Microsoft, and Google have achieved 100% renewable energy in their operations and are pushing suppliers to follow suit, though major suppliers like TSMC, Foxconn, and Samsung have only committed to achieving 100% renewable energy by 2040 [1] - Ambitious renewable energy targets can significantly reduce carbon emissions and save energy-related costs, providing a competitive advantage [1] - The study analyzed 13 major consumer electronics suppliers in East Asia, comparing the cost-benefit of renewable energy transition under a "business as usual" (BAU) scenario and a 100% renewable energy (RE) scenario by 2030 [1] Key Findings Cost Savings - The 13 suppliers could save between $87.42 million and $11.42 billion each in energy and environmental costs by 2030 if they achieve 100% renewable energy [2] - Cost savings are driven by avoiding rising fossil fuel costs, carbon taxes, and penalties for excess emissions, as well as declining renewable energy costs [2] - Collectively, the 13 companies could save $19.09 billion in energy and environmental costs in 2030 alone [2] Carbon Emission Reductions - Achieving 100% renewable energy by 2030 would enable the 13 companies to reduce 218 million tons of carbon emissions, exceeding the total emissions of the Netherlands in 2022 [2] - Samsung Electronics, the highest-revenue company among the 13, could reduce 148.6 million tons of carbon emissions, surpassing Chile's total emissions in 2022, and save $11.42 billion in 2030 [2] - Three Chinese companies—Luxshare-ICT, BOE, and Goertek—could collectively reduce 13.95 million tons of carbon emissions by 2030 [2] Company-Specific Insights - Luxshare-ICT aims for 50% renewable energy by 2025 but has no 100% target; achieving 100% by 2030 could reduce 5.27 million tons of emissions and save $351.98 million [2] - BOE has not set a 100% renewable energy target; achieving it by 2030 could reduce 7.91 million tons of emissions and save $595.82 million [2] - Goertek has no 100% renewable energy target; achieving it by 2030 could reduce 770,000 tons of emissions and save $87.42 million [2] Methodology - The study, conducted by Greenpeace East Asia and City University of Hong Kong, used 2022 environmental and revenue data as a baseline, assuming a 3% annual market growth rate to project energy consumption under BAU and RE scenarios [5] - Emissions were calculated by multiplying fossil fuel and renewable energy consumption data by their respective emission intensities [6] - Costs were calculated based on local market prices for fossil fuels, renewable energy, and carbon emissions [7] Renewable Energy Transition Scenarios - Under the RE scenario, all 13 companies are projected to achieve 100% renewable energy by 2030, compared to varying percentages under the BAU scenario [6] - For example, TSMC would increase from 10% renewable energy in 2022 to 100% by 2030 under the RE scenario, while under BAU, it would only reach 60% by 2030 and 100% by 2050 [6] - Companies like BOE and Goertek, which currently have minimal renewable energy usage (0.98% and 6%, respectively), would achieve 100% under the RE scenario by 2030 [6]

Company and Industry Summary Company or Industry Involved - The document does not specify a particular company or industry, but it emphasizes the confidentiality of the conference call content [1] Core Points and Arguments - The conference call content is strictly for internal reference among participants, and any disclosure or external sharing is prohibited [1] - The organization reserves the right to pursue legal action against any individual or entity that leaks or disseminates the conference call minutes [1] Other Important but Possibly Overlooked Content - The emphasis on confidentiality indicates the sensitivity of the information discussed, which may suggest significant developments or strategic decisions within the company or industry [1]

大家好 欢迎参加方针电信中国天银 绿色 甲醇 酵母解毒及禁狂跟进联合会议目前所有参会者均处于静音状态下面开始播报名字声明声明播报完毕后主持人可以直接开始发言 谢谢本次会议席面向方针证券的专业投资机构客户或收邀客户第三方专家发言内容仅代表其个人观点所有信息或观点不构成投资建议根据监管规定 会一步的交流敏感内幕信息未经方证证券事先书面许可任何机构或个人严禁录音、制作纪要、转发、转载、传播、复制、编辑、修改等涉嫌违反上述情形的我们将保留一切法律权利感谢您的理解和支持 谢谢各位在线的投资者 大家上午好我是方证电信的顾燕尘然后在线的还有我们组的卢书信 然后今天呢我们特别荣幸的这个邀请到了这个中国天营的两位领导来给我们做这个细致的这样的一个解读针对这个绿色甲醇的项目和公司的整体的这样的一个情况那我们今天呢邀请到的是这个中国天营的副总裁王总还有中国天营的董柱和江苏天营的新能源科技的副总这个肖总 来给我们做这个关于公司绿色甲醇项目以及公司整体的情况的这个深入的这样的一个解读那下面呢我们先进入第一个环节就是我们有请这个王总来给我们详细的讲一下呃天银的总体的这个呃公司的一个情况的一个介绍包括所处的几个呃业务的整体的一个近况的一个 ...

下午好,上海第二届抗议会第一届大抗共的现场,我是主持人薛祥,非常欢迎大家观看我们今天的直播。在上海抗议会的现场,拉丁的国民党邀请到了几位的行业专家,一起来用英语的这一串英语来展开讨论。 欢迎大家观看我们的直播首先让先上来的来到我们频道的嘉宾他们分别是热天中国国际发展业务总统吴建宇先生欢迎你上海天灾复苏联联合会副会长一看科技创始人首席执行官郑开颖先生欢迎你中国天灾协会太空阁商委会副主任官判天灾创始人首席执行官吴启南先生欢迎你 欢迎三位今天做做五一餐厅的解剖现场先跟三位聊一下我们三位应该是第二年参加上海唱歌会了能够谈谈感受相信第一届已经各位参加了我们先从活动来聊好嘞 谢谢主持人我这次来最大的感受是我觉得企业做的事情更实在了我们的工作也更往前推进的更扎实了我觉得这是在可持续发展的过程中非常重要的一个举措 就很感兴趣,匆匆地去搂了一眼,然后给我的感觉是把第一届主要是讲的是我爱做的,就是为什么要做这件事。这一次的话可能讲的比较好很多,那就是怎么去做呢?结局深度更好。今年呢,其实会有一些不同的一些评论,比如说像欧盟的碳关税今年已经正式实施,所以说去年的时候,其实很多企业在想,哎,我到底要不要做这件事情。 但是今年的其实由 ...

请参会人员务必注意本次电话会议交流内容仅限参会人员内部参考任何机构或个人不得以任何形式对电话会议任何内容进行泄露或外发请勿以任何方式索要、泄露、散布、转发电话会议纪要任何泄露电话会议纪要等信息的行为均为侵权行为申望洪源研究保留追究泄露转发者法律责任的权利 各位投资者大家好我是圣诞交韵的首席分析师严海今天很荣幸和我们这个环保组的这个墨龙婷老师一起做这么一个这个最近这个有关传用绿色甲醇的这么一个联合的这么一个这个路沿啊其实这个啊绿色甲醇呢其实是这个造船的这个核心的这么一个逻辑也就是这个看到2050年船的新能源化的这个路线了就会从原先的这个船用燃料油慢慢的就变成这个 其实这个绿色甲醇相关的,其实我们都研究了比较久了。去年三月份,其实这个莫老师在这个环保组就发了一个深度,就是讲这个航运减短政策频发。 生材等低碳燃料发展有望加速的,去年的这个七月份也是从这个造船的角度,其实是我们讲的这个,也就是我现在要在挑几页再讲的这个报告,就是航运业脱碳深度解析,从这个短期措施到中期措施,这个船架上行的趋势确定了,当时我们主要是为了研究这个。 噢造船从这个船队更新角度啊这个绿色甲醇是一个重要的一个燃料但是我们看到就是最近绿色甲醇现在 ...

GREENPEACE 绿色和平 深 海 矿 产 开 发 现 状 及 其 环 境 影 响 机 制 梳 理 陈书凌 庞雨萌 李小溪 致 谢 (按姓氏首字母顺序排列) 李茹萍 薛桂芳 张安琪 张雨靖 张朝晖 保 航 童世杰 简报设计 贾森迪 著作权及免责声明 除标明引用的内容以外，本简报内所有内容(包括文字、数据、图表)的著作权及其他知识产权归绿色和平所有。如需引用本简报中的数 据及图表,请注明出处。标明由绿色和平拍摄的照片必须取得绿色和平授权后方可使用。 本简报为基于有限时间内公开可得信息研究产出的成果。如本简报中相关环境信息存在与真实信息不符的情况,欢迎与我们联系: greenpeace.cn@greenpeace.org。由于信息获取渠道的局限性，绿色和平不对简报中所含涉信息的及时性、准确性和完整性作任何担保。 本简报资料收集时间为2023年11月30日至2024年3月26日，研究期间之外，各信息平台上公开的环境信息如有被更改或增加,不被包括 在此研究结果分析中。本简报仅用于政策参考、信息共享和环保公益目的，不作为公众及任何第三方的投资或决策的参考。 发布时间:2024年5月 封面图:《深蓝奇遇》 作 者 编 ...