ESG信披观察丨宇树机器人概念股：逾三成企业发布ESG相关报告，可持续发展认知待提升

Core Viewpoint - The recent dialogue between Li Shufu, chairman of Geely Holding Group, and Wang Xingxing, founder of Yushu Technology, highlights the growing interest in humanoid robotics, especially following Yushu Technology's successful C-round financing led by Geely. This indicates a significant investment trend in the humanoid robotics sector, which is rapidly gaining competitiveness in China [1]. ESG Disclosure Summary - As of June 20, there are 28 listed companies in the Yushu robotics concept, with only 9 companies disclosing ESG reports, resulting in a disclosure rate of 32.14%, which is below the industry average [2][4]. - Only 7 companies disclosed carbon emission data, with a disclosure rate of 25%. Among these, only 2 companies provided Scope 3 emissions data, leading to a very low disclosure rate of 7.14% [2][4]. - The low ESG disclosure levels in the humanoid robotics sector reflect a lack of awareness and emphasis on the operational impacts among these companies [2]. Sustainable Supply Chain Insights - In the current year, 6 out of 28 companies disclosed information related to sustainable supply chains, a notable improvement compared to previous years [5]. - Companies like Jinfat Technology have established comprehensive supplier lifecycle management systems to enhance their sustainable supply chain practices [5]. - The importance of sustainable supply chains in the robotics industry is underscored by the reliance on materials like rare earth metals and semiconductors, which have significant environmental impacts [6]. Technology Ethics Discussion - The disclosure rate regarding technology ethics issues is notably low, with only one company reporting on the establishment of an ethics committee focused on business ethics [6][8]. - The robotics industry faces critical ethical concerns, including transparency in decision-making processes and potential impacts on employment [7]. - Companies are urged to ensure the legality, safety, and fairness of technology applications to prevent issues like algorithmic bias and data misuse [8].