富邑葡萄酒集团Parks：葡萄酒业“气候风土”迎考

Core Insights - Global climate change is significantly reshaping the "terroir" of the wine industry, leading to a comprehensive green transformation from planting to consumption [1] - Treasury Wine Estates (ASX: TWE) reported a net sales revenue of AUD 2.938 billion for the fiscal year ending June 30, 2025, with nearly 70% of Penfolds' revenue coming from the Asian market, particularly China [1] - The company faces multiple challenges in sustainable development within the Asian wine market, including supply chain efficiency, water resource management, and climate change impacts on grape cultivation [2] Industry Challenges and Opportunities - Key pain points in sustainable development for the wine industry in Asia include improving supply chain collaboration, exploring efficient water resource allocation, adapting grape cultivation to climate change, and enhancing recycling systems at the consumer level [2] - China's unique opportunity lies in its transition from "scale expansion" to "quality and value enhancement," supported by government policies and a growing consumer focus on sustainability [2] Climate Impact on Wine Quality - The flavor and quality of wine are highly dependent on "terroir," and extreme weather conditions can lead to imbalances in grape maturity and flavor concentration [3] - The industry is adopting technological solutions to enhance resilience, such as shade systems to mitigate heat stress and optimized irrigation techniques to address drought [3][4] Adaptation Strategies - The wine industry is integrating targeted adaptation measures into its operations, focusing on systematic integration and large-scale promotion of practices like irrigation scheduling and vineyard renewal [4][5] - Specific strategies include improving water management efficiency, adopting frost protection measures, and enhancing soil health through cover crops and scientific grazing [5] Renewable Energy Initiatives - Treasury Wine Estates aims to transition to 100% renewable electricity by 2026, having already reduced total electricity consumption by 15.7% and total energy consumption by 18.9% since fiscal year 2021 [6] Circular Economy Efforts - The main obstacle to implementing a circular economy in the wine industry is the lack of collaboration across the supply chain, rather than technological limitations [7] - The company aims to reduce glass usage by 5,000 tons by June 2026 and has achieved a 97% recycling rate at its Barossa Valley production site [7][8] Sustainable Development Alignment - Treasury Wine Estates' sustainability strategy in China aligns with national policies on ecological protection and low-carbon development, focusing on water resource management and packaging recycling [8][9] - The company emphasizes rational consumption guidance and community engagement while collaborating with local partners to support long-term goals of common prosperity and rural revitalization [9] Scope 3 Emission Management - The company is identifying major sources of Scope 3 emissions and enhancing supply chain collaboration to improve data quality and information sharing with suppliers [10] - A responsible sourcing guideline has been established to ensure suppliers adhere to human rights and environmental protection standards [10] Talent Development for Sustainability - The China-Australia winemaking talent exchange program incorporates sustainability into its training modules, aiming to cultivate a new generation of winemaking talent with a focus on sustainable management [11]