三一重能廖旭东：基于科学的减排目标成常态 风电范围3难界定

Core Insights - The report highlights that non-fossil energy generation has become the main contributor to new installed capacity, with wind and solar power accounting for 82.6% of the total new capacity [1] - The wind power industry faces sustainability challenges, including conflicts between capacity expansion and carbon emissions, as well as difficulties in carbon management throughout the lifecycle of wind turbines [1] - Companies are increasingly establishing ESG committees to promote sustainable development from the top down [1] Group 1: ESG Governance Structure - The company has implemented a three-tier ESG governance structure, led by the chairman, to ensure effective execution of ESG goals [5] - The ESG committee sets annual priorities, which are communicated to all departments for coordinated execution [6] - Each department has designated ESG contacts to facilitate collaboration and ensure compliance with ESG objectives [6] Group 2: Carbon Emission Management - The company focuses on reducing greenhouse gas emissions across Scope 1, 2, and 3, with specific targets and regular assessments of progress [7] - A dual-track approach of "self-generated green electricity + purchased green certificates" is employed to optimize energy use and improve efficiency [7] - Challenges in defining Scope 3 emissions arise from the variability in the operational lifespan of wind turbines, complicating accurate carbon footprint assessments [8] Group 3: Sustainable Supply Chain Practices - A Sustainable Procurement Committee has been established to oversee supply chain management and ensure compliance with ESG standards [10] - Suppliers must adhere to ESG requirements and undergo CSR evaluations to assess their sustainability practices [10] - The company prioritizes collaboration with suppliers that demonstrate strong sustainable development capabilities [10] Group 4: Product Lifecycle and Green Technology - The company is working on environmental product declarations (EPD) to assess the environmental impact of products throughout their lifecycle [11] - Continuous optimization of product design and manufacturing processes is aimed at reducing the carbon footprint of wind turbines [11] Group 5: Global Market Strategies - The tightening of global ESG regulations presents both challenges and opportunities for the wind power industry [11] - The company actively sets scientific carbon targets and promotes green transformation across the value chain to align with international market expectations [11] - These initiatives enhance brand reputation and contribute to market share growth in competitive bidding processes [11]