近年来，中国快递行业蓬勃发展，成为一项重要的民生基础设施。然而，快递行业也直接面临着气候变化的威胁——低温寒潮、高温热浪、暴雨灾害等频发 的极端天气气候事件对快递全链条的稳定运行形成挑战。快递行业迫切需要科学充分认识气候变化及相关风险，并寻找和落实有效的气候适应行动[1]。 根据中国香港交易所发布的《气候信息披露指引》，从2025年1月1日起，上市公司将被强制披露温室气体排放、财务影响、风险管理等方面的信息。 碳减排成果 绿色仓储： 绿色运输： 绿色包装： 构建绿色供应链生态 碳减排计划 在这一背景下，港股上市物流快递企业京东物流、顺丰控股、极兔速递、中通快递、圆通速递充分认识到气候变化带来的挑战与机遇，将气候相关风险管理 纳入公司治理框架；采用国际可持续发展准则委员会建议的框架，全面识别及评估气候相关风险。 我们梳理了京东物流、顺丰控股、极兔速递、中通快递、圆通速递这些大型港股上市快递物流企业的2024年可持续发展报告/ESG报告，力图呈现快递物流 行业的绿色转型最新进展。 2024年，京东物流、顺丰控股、极兔速递、中通快递、圆通速递这些大型港股上市快递物流企业取得了显著的降碳成果，并推出了一系列降碳计划。 ...

Group 1 - The new regulations on express delivery packaging aim to promote green transformation in the industry, filling a legal gap and providing strong legal support for sustainable development [1] - Major express delivery companies have already begun implementing green packaging initiatives, with JD Logistics reducing raw material usage by 5% to 25% per box and cutting carbon emissions by 12,200 tons in 2024 [1] - Jitu Express has invested in biodegradable packaging, deploying 3.737 million fully biodegradable waterproof bags and 344,000 rolls of biodegradable tape by the end of 2024 [2] Group 2 - SF Express has reduced raw paper usage by approximately 42,000 tons and plastic usage by about 155,000 tons through green packaging measures, with over 19.18 million reusable packaging containers deployed [2] - The State Post Bureau reports that over 95% of e-commerce packages no longer require secondary packaging, and smart packing technology has achieved a 20% reduction in packaging materials [3] - Companies are increasingly investing in green packaging R&D, with Guangdong Tianyuan Industrial Group investing 51.9527 million yuan in 2024 for innovations like biodegradable bubble bags and reusable packaging boxes [3]

Core Viewpoint - The forum held on April 28, 2025, focused on promoting green and low-carbon development to support China's modernization, highlighting the importance of collaboration among government, industry experts, and enterprises in achieving carbon neutrality goals [1] Group 1: Green Supply Chain Initiatives - JD.com is a pioneer in building a "green supply chain," launching the "Qingliu Plan" to reduce carbon emissions across key supply chain segments such as warehousing, transportation, and trading [2] - The company has initiated an ecological restoration project, restoring 20,000 square meters of mangrove wetlands, converting daily delivery activities into environmental protection efforts [2] - JD.com has installed photovoltaic systems in 17 smart industrial parks, with a total capacity of 139.22 MW, generating over 61,000 MWh annually, enough to power a medium-sized county for three months [2] Group 2: Sustainable Packaging and Consumption - In 2024, JD.com utilized 860 million self-developed eco-friendly cartons, reducing carbon emissions by 12,164 tons, and employed 960,000 reusable boxes, cutting emissions by 72,520 tons [3] - The company has achieved 100% usage of reusable and biodegradable bags in its supermarkets and has transitioned to using fully biodegradable packaging for its pharmacy deliveries [3] - JD.com launched the "Qinglv Plan" in collaboration with over 100 Fortune 500 brands, generating 100 million green orders in 2024, with a maximum carbon reduction of 6,390 grams per order [4] Group 3: Digital Technology and Green Development - The central government has emphasized the importance of digital technology in facilitating green transformation, with JD.com leveraging its digital capabilities to optimize supply chain processes [5] - JD.com developed the MRV-T system, a patented carbon footprint technology, included in the national green technology promotion directory, and created the "Jingtan Hui" platform to manage supply chain carbon footprints [5] - The platform has served over 100 global brands, calculating 40 million shipping orders and helping partners reduce carbon emissions by 464 tons [5] Group 4: Green Procurement and Future Plans - JD.com's enterprise services integrate carbon footprint management technology with procurement platforms to support green procurement and supply chain construction [6] - The company aims to continue promoting internal carbon reduction across its business systems while enabling external collaboration for supply chain decarbonization [6]