统一股份李嘉的ESG突围战：降碳就是降本

Core Viewpoint - The essence of carbon reduction is cost reduction, challenging the perception of green transformation as an additional investment [1][10] Group 1: ESG as a Cost-Reduction System - Effective ESG should be an embedded management system that reduces costs and increases efficiency across environmental, social, and governance aspects [2] - Environmental measures include energy savings and circular economy practices to cut energy and material expenses [2] - Social measures focus on employee welfare, customer satisfaction, and supplier collaboration to minimize friction costs and turnover rates [2] - Governance measures involve transparent decision-making and risk control to avoid significant operational and compliance risks [2] Group 2: Practical Implementation of ESG - The company has built a "green ledger" through a seven-dimensional approach since initiating its low-carbon transformation in 2018 [3] - 70% of factory electricity comes from self-owned solar power, with a cost of over 0.3 yuan per kWh, nearly half the industrial electricity price, aiming for 100% green electricity [3] - The establishment of a "low-carbon supply chain alliance" prioritizes partnerships that meet carbon reduction standards [3] - Innovations include the development of zero-carbon lubricants and packaging changes that reduce plastic use by 70% [3] - The company aims to reduce product carbon footprints by over 70% through a full lifecycle research and development approach [3] Group 3: ESG Metrics and Management - ESG metrics are integrated into daily operations, with specific targets for energy consumption, carbon footprints, and waste recycling rates [4] - Social metrics include employee training hours, safety incident rates, customer satisfaction, and timely supplier payments [4] - Governance metrics focus on board diversity, transparency in information disclosure, and anti-corruption processes [4] Group 4: Balancing Green and Profitability - The company emphasizes that product quality is foundational to fulfilling social responsibility, asserting that ineffective products undermine responsibility claims [5] - Investment in an internal AI research platform has significantly reduced the R&D cycle for specific hydraulic oils from six months to one month [6] - The company has successfully reduced the costs of sustainable aviation fuel to competitive levels through continuous R&D and supply chain optimization [6] Group 5: Future Directions and Industry Insights - Future plans include deepening the low-carbon transformation in the lubricants sector and exploring opportunities in renewable energy [9] - The company aims for net-zero emissions across all stages of production and is actively seeking new opportunities in solar, wind, and energy storage sectors [9] - The overarching message is that carbon reduction is not an additional burden but a pathway to cost reduction and enhanced competitiveness [10][11]