妙可蓝多：环保不像赚钱那样卖力

Core Insights - The company, Miaokelando, reported a net profit of 114 million yuan for 2024, marking a year-on-year increase of 89.16% [1] - The company's ESG report is criticized for being poorly constructed, lacking substantial details on key environmental metrics such as carbon reduction and energy savings [1][2] - Despite the significant profit growth, the company's environmental efforts appear minimal and lack transparency, particularly regarding Scope 3 emissions related to livestock farming [4][5][6] Financial Performance - Miaokelando achieved a net profit of 114 million yuan in 2024, which is an increase of 89.16% compared to the previous year [1] - The company's environmental investment for 2024 was reported at 7.8493 million yuan, which is only 1.62% of its total revenue of 4.844 billion yuan [7] ESG Reporting - The ESG report consists of 86 pages but fails to adequately address critical environmental issues, with the environmental section occupying less than one-eighth of the report [2][3] - The report does not provide comparative data on carbon emissions, making it impossible to assess whether emissions have increased or decreased [3] - Key environmental topics, such as water resource management and biodiversity, are notably absent from the report, despite their relevance to the company's operations [5][6] Environmental Impact - The livestock sector, which is crucial for cheese production, is responsible for a significant portion of global greenhouse gas emissions, yet Miaokelando does not address Scope 3 emissions in its report [4] - The company has not disclosed any specific measures or monitoring mechanisms related to its supply chain's environmental impact, particularly concerning water resource management [5] Future Considerations - Miaokelando has not set any short, medium, or long-term carbon reduction targets, which is a common practice among leading companies in the industry [8] - The lack of actionable environmental strategies raises concerns about the company's commitment to sustainability, despite its strong financial performance [8]