A股光模块概念ESG相关报告披露率50% 仅1家公司公布碳排放“范围三”

Core Viewpoint - The optical module (CPO) concept is gaining significant traction in the A-share market, with a notable increase in stock prices and market interest [1]. Group 1: Market Performance - On September 11, the A-share optical module concept sector rose by 6.64%, leading all concept sectors in terms of growth [1]. - Key companies in the optical module sector include Xinyi Technology (SZ300502, stock price 357.98 yuan, market cap 355.8 billion yuan), Zhongji Xuchuang (SZ300308, stock price 422.09 yuan, market cap 469 billion yuan), and Tianfu Communication (SZ300394, stock price 185.65 yuan, market cap 144.3 billion yuan) [1]. Group 2: ESG Reporting - Among the 18 companies in the A-share optical module sector, 9 have published ESG-related reports, resulting in a disclosure rate of 50% [1]. - Of the 9 companies, 6 disclosed "Scope 1" (direct carbon emissions) and "Scope 2" (indirect carbon emissions) information, while only 1 company reported "Scope 3" (value chain carbon emissions) data [1][3]. Group 3: Challenges in Carbon Emission Reporting - The calculation of "Scope 3" carbon emissions faces significant challenges across industries, primarily due to data availability and accuracy issues [2][3]. - The complexity of the optical module and CPU supply chain, with dispersed emission sources, exacerbates the difficulty in carbon accounting [3]. Group 4: Responsible Sourcing - Companies like Zhongji Xuchuang and Dongshan Precision emphasize responsible sourcing, ensuring that their products do not use "conflict minerals" sourced from regions controlled by armed groups [4][5]. - These companies have implemented measures such as signing "Conflict Mineral Declarations" with suppliers to ensure compliance with RBA standards and OECD guidelines [4]. Group 5: Innovation and Intellectual Property - High-tech companies in the optical module sector prioritize technological innovation and intellectual property protection in their ESG reports [6]. - The top three companies in R&D spending for 2024 are Ruijie Networks (21.9 billion yuan), Zhongji Xuchuang (13.3 billion yuan), and Dongshan Precision (12.7 billion yuan) [6]. - Zhongji Xuchuang's chairman emphasizes that social responsibility is not only an obligation but also a driving force for corporate development [6]. Group 6: Recommendations for Improvement - Companies are advised to address issues related to biodiversity, climate impact, and labor rights in mineral extraction [7]. - Respecting and protecting intellectual property is crucial for maintaining fair competition and fostering innovation in the high-tech industry [7].