21专访｜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 wine industry's terroir, leading to a comprehensive green transformation from planting to consumption [3] - 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 [3][4] - The sustainable development of the Asian wine market faces multiple challenges, including supply chain efficiency, water resource management, and climate change impacts on grape cultivation [4] Industry Challenges and Opportunities - Key pain points in sustainable development include improving supply chain collaboration, exploring efficient water resource allocation, adapting grape cultivation to climate change, and enhancing recycling systems at the consumer end [4] - 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 [4] - The digital ecosystem in China facilitates the dissemination of sustainable concepts and consumer education, while AI technology aids in resource efficiency and climate adaptation [4] Climate Adaptation Strategies - The wine industry's flavor and quality are highly dependent on terroir, and extreme weather can disrupt grape maturity and flavor profiles [5] - To combat climate challenges, the industry is adopting technological solutions such as shade systems and optimized irrigation techniques [5][6] - Treasury Wine Estates is investing AUD 1 million in a closed canopy system at its Koonunga Hill vineyard and exploring advanced methods for water resource management [5][6] Renewable Energy Initiatives - Treasury Wine Estates aims to transition to 100% renewable electricity by 2021, with significant reductions in total electricity and energy consumption since then [8] - The company is implementing measures to achieve net-zero emissions by 2030, including solar systems, energy measurement improvements, and electric vehicle infrastructure [8] Circular Economy Efforts - The main obstacle to a circular economy in the wine industry is the lack of supply chain collaboration, rather than technological limitations [9] - Treasury Wine Estates 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 [9][10] Alignment with Local Policies - The company's sustainable development strategy in China aligns with local ecological protection and low-carbon policies, focusing on water management and packaging recycling [11] - Treasury Wine Estates emphasizes rational consumption and community engagement, supporting local initiatives for common prosperity and rural revitalization [11] Supply Chain Collaboration - In managing Scope 3 emissions, Treasury Wine Estates is identifying major emission sources and enhancing supply chain collaboration [12] - The company has established responsible procurement guidelines to ensure suppliers adhere to human rights and environmental standards [12] Talent Development for Sustainability - The China-Australia Wine Talent Program incorporates sustainability into training modules, aiming to cultivate a new generation of winemakers with a focus on sustainable management [13] - The program includes practical operations, technical learning, and collaboration with industry experts to promote sustainable practices in the wine industry [13]