YILI(SH:600887) Zheng Quan Shi Bao Wang·2025-12-24 14:42Core Viewpoint - Yili Group, as one of the top five dairy companies globally and the largest in China, actively demonstrates leadership in ESG practices, achieving leading positions in both international and domestic ESG ratings and receiving multiple awards [1]. Group 1: ESG Achievements - On December 19, Yili Group was recognized as one of the "Top 20 Best Employers in China for 2025" at the award ceremony in Sanya, highlighting its excellence in talent strategy, digital empowerment, employer branding, and employee care [2]. - Yili Group received the United Nations "Chain Leader" certification, being the only company in the industry to win this award, contributing a Chinese solution to the global sustainable social value ecosystem [2]. - The Weifang factory of Yili's liquid milk division was awarded the title of "Typical Case of Collaborative Innovation in Pollution Reduction and Carbon Reduction" by the local ecological environment bureau for its outstanding practices [2]. - Yili Group was recognized as the leader in the "Social Responsibility Development Index for the Dairy Industry" in the "Corporate Social Responsibility Blue Book (2025)" by the Chinese Academy of Social Sciences, marking the eighth consecutive year it has received this honor [2][3]. Group 2: ESG Ratings - Yili Group has maintained an AA rating from MSCI ESG for two consecutive years, the highest in the domestic food industry, reflecting strong recognition from authoritative institutions for its ESG practices [5]. - In the MSCI ESG rating, Yili scored 7.2 in the Social Responsibility dimension and 5.8 in the Governance dimension, aligning with its multiple awards in social responsibility [6]. Group 3: Business Strategy and Financial Performance - The central economic work conference emphasized expanding domestic demand, with Yili Group actively promoting quality improvement and efficiency enhancement as a key player in the industry [8]. - Yili Group plans to maintain a diversified product layout while exploring new growth points, aiming for high-quality development through digital transformation and cost reduction [8]. - The company initiated a mid-term dividend this year, with a total dividend exceeding 3 billion yuan, and plans to maintain a cash dividend ratio of no less than 75% of net profit from 2025 to 2027 [8]. - Yili Group has repurchased shares totaling over 200 million yuan this year, ranking among the top in the beverage and dairy industry [9]. - Since December 12, the company's stock price has increased by over 3.4% [10].