构建交运央企ESG评价体系：聚焦绿色能源与低碳转型：——A股央企ESG评价体系白皮书系列报告之九

Investment Rating - The report does not explicitly state an investment rating for the industry [4][7]. Core Insights - The report focuses on the construction of an ESG evaluation system for central enterprises in the transportation industry, emphasizing green energy and low-carbon transformation [4][11]. - The transportation industry is identified as a crucial support for sustainable development, with policies promoting green development goals during the "14th Five-Year Plan" period [8][11]. - The ESG evaluation system includes five categories of positive indicators and one negative indicator, with a total of 20 primary indicators and 54 secondary indicators [11][23]. Summary by Sections 1. ESG Policies for Transportation Central Enterprises - The report outlines the multi-dimensional ESG policy framework in the transportation sector, focusing on green low-carbon transformation and high-quality development [8][9]. - Key policies include promoting new energy vehicles and integrating transportation infrastructure with clean energy development [8][10]. 2. Construction of the ESG Evaluation System - The ESG evaluation system for transportation central enterprises adds four industry-specific indicators: "Green Transportation," "Safe Operations," "Safety Risk Management," and "Supply Chain Management" [11][19]. - The evaluation system is structured with five positive topics, including "Importance Assessment," "Environment," "Climate Change Response," "Social," and "Corporate Governance," with a total score of 100 points [11][12]. 3. Positive Indicators - The "Environmental" topic emphasizes ecological protection and circular economy, introducing the "Green Transportation" indicator with five primary and nine secondary indicators [13][14]. - The "Social" topic reflects the responsibilities of transportation enterprises, with four primary indicators and ten secondary indicators, including a new focus on "Safety Operations" [17][18]. - The "Governance" topic includes two new primary indicators: "Safety Risk Management" and "Supply Chain Management," with a total of five primary and fourteen secondary indicators [19][20]. 4. Negative Indicators - The negative indicator is related to "Illegal Violations or Penalties," with three secondary indicators assessing environmental, social, and governance aspects, deducting three points for each violation [23][24].