虎嗅APP·2025-11-05 10:36Core Viewpoint - The article discusses the increasing emphasis on ESG (Environmental, Social, and Governance) issues among Chinese internet companies, highlighting significant improvements in their ESG ratings and practices over the past year [2][3]. Environmental Dimension (E) - The rapid growth of generative AI is driving a transformation in computing infrastructure, leading to a projected 1.6 times increase in global data center electricity demand from 2023 to 2030 [6]. - More internet companies are setting ambitious climate goals, with the number of firms aiming for 100% renewable energy by 2030 rising from one in 2021 to eight in 2024 [6]. - Alibaba leads in environmental performance, committing to 100% clean energy for cloud operations by 2030 and achieving a 64% clean energy usage rate in its self-built data centers by FY2025 [10]. - The average Power Usage Effectiveness (PUE) of major internet companies is between 1.16 and 1.26, indicating satisfactory energy efficiency [10]. Social Dimension (S) - Internet companies are increasingly focusing on worker rights and social issues, with notable advancements in the protection of platform workers such as delivery riders [12][13]. - JD.com has established a comprehensive welfare system for its employees, including signing labor contracts and providing enhanced social security benefits [14]. - Meituan has initiated pilot programs for occupational injury insurance for riders and plans to extend comprehensive insurance coverage by Q2 2025 [14]. - Data privacy protection is a priority for leading companies like Tencent, JD.com, and Baidu, which have established robust data security frameworks [15]. Governance Dimension (G) - Governance practices among internet companies are evolving, with a focus on board oversight of ESG issues, compliance management, and anti-corruption measures [17][21]. - Companies are encouraged to establish clear ESG risk assessment processes and ensure that disclosures are based on quantifiable management goals [18][19]. - The transparency of algorithms and compliance frameworks is improving, with companies like Weibo and Douyin beginning to disclose their algorithmic processes [21]. - Despite progress, many mid-sized internet companies still exhibit average governance capabilities, indicating a need for further development in ESG integration [22].