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供应链ESG元年已至,伊利协同产业链为牛奶减“碳水”
21世纪经济报道· 2025-06-20 12:29
Core Viewpoint - Yili Group is leading the dairy industry towards a "zero-carbon future" by implementing comprehensive carbon reduction and water conservation strategies across its entire supply chain, aiming to enhance global competitiveness in the dairy sector [1][2][17]. Summary by Sections Investment in Environmental Protection - In the past year, Yili's total investment in environmental protection reached 205 million yuan, resulting in the establishment of five zero-carbon factories and the launch of six zero-carbon products by the end of 2024 [1]. Collaborative Efforts in Carbon Reduction - Yili's Vice President Xu Ke emphasized the importance of collaborative carbon reduction efforts across the dairy supply chain, stating that 2025 will be a pivotal year for ESG in China's supply chains [2]. Green Transformation Standards - Yili has been a pioneer in promoting "green leadership" since 2007 and aims for carbon neutrality across its entire supply chain by 2050. The company has initiated various programs, including the "Low Carbon Month" and the establishment of the "Zero Carbon Alliance" [3][6]. Standardization for Industry Transformation - Yili has participated in the development of one international standard and eleven national standards to provide a unified framework for ESG management, covering the entire dairy supply chain [5][6]. Blockchain Technology for Carbon Management - Yili has developed China's first comprehensive carbon management platform utilizing blockchain technology to ensure data traceability and enhance the credibility of carbon accounting [9][10]. Supplier Engagement and Training - Yili has engaged 154 core enterprises in its "Zero Carbon Alliance," with 90% of members completing low-carbon transformations. The company provides training and support to suppliers for carbon management and reduction projects [10][11]. Water Footprint Initiatives - Yili's "Low Water Footprint Initiative" aims to improve water efficiency across all departments by 2030, with significant achievements in water conservation projects and certifications for water footprint [12]. Talent Development for Green Transition - Yili emphasizes the importance of talent in achieving its zero-carbon vision, conducting training programs for employees and suppliers to enhance their understanding of low-carbon production and environmental protection [13][14]. Future Vision and Collaboration - Yili aims to integrate commercial and social values, encouraging more enterprises to join its ecosystem for sustainable development, while maintaining a focus on embedding "green genes" into its operations [17].
供应链ESG元年已至,伊利协同产业链为牛奶减“碳水”
Core Viewpoint - Yili Group is positioning itself as a "chain leader" in the dairy industry, focusing on carbon reduction and water conservation across the entire supply chain, aiming for a zero-carbon future by 2050 [1][2][11] Investment and Achievements - In the past year, Yili invested 205 million yuan in environmental protection, resulting in five zero-carbon factories and six zero-carbon products, with 44 factories recognized as national green factories, leading the industry [1][2] - Yili has established the "Zero Carbon Alliance" and the "Low Water Footprint Initiative Alliance," expanding its network to enhance collaborative efforts in sustainability [2][6] Standards and Frameworks - Yili has been actively involved in setting standards, having contributed to one international standard and eleven national standards related to ESG and carbon management, which are essential for the industry's green transformation [3][4] - The establishment of a unified and transparent standard system is crucial for achieving low-carbon collaborative development across the industry [4] Supply Chain Management - Yili is leveraging blockchain technology to create a comprehensive carbon management platform for its suppliers, ensuring data traceability and enhancing the credibility of carbon accounting [6][5] - The company has initiated training programs for suppliers to develop long-term carbon reduction plans and has collaborated on energy-saving projects to lower greenhouse gas emissions [7][9] Water Management Initiatives - Yili has launched the "Low Water Footprint Initiative," aiming to improve water efficiency across all departments and has implemented 668 water-saving projects, achieving a total water savings of over 2 million tons annually [8][10] - The company has also developed a water management technical standard to optimize water resource utilization throughout its operations [8] Talent Development and Training - Yili emphasizes the importance of talent in driving its green transformation, conducting carbon footprint training for employees and suppliers to enhance their understanding of low-carbon production [9][10] - The establishment of a "Supply Chain Capability Development Center" aims to provide comprehensive training on carbon peak and carbon neutrality for supplier executives [9] Future Vision and Collaboration - Yili aims to foster a sustainable ecosystem by integrating business and social values, encouraging more enterprises to join its ecological circle for shared benefits [11] - The company is committed to innovation and strategic determination to achieve its zero-carbon future, positioning itself as a leader in global climate governance [11]
2025年ESG白皮书-中欧国际工商学院
Sou Hu Cai Jing· 2025-05-19 14:22
一、ESG信息披露:全球趋势与中国实践 全球ESG信息披露正从自愿走向强制,国际准则加速整合。欧盟《公司可持续报告指令》(CSRD)、国际可持续准则理事会(ISSB)发布的IFRS S1/S2等 框架推动披露标准化,美国虽存在反ESG声音,但全球趋势仍向统一靠拢。中国政策层面,证监会、国资委等出台指引,推动上市公司ESG披露从"倡导"迈 向"规范",2023年A股披露率达33%,国企披露率超57%,出海企业ESG得分显著高于市场平均水平。 披露实践中,企业面临数据质量、第三方鉴证不足等挑战,但技术赋能(如区块链、AI)和动态沟通(如短视频、实时数据平台)成为趋势。例如,海尔 智家通过三级治理架构推动全球ESG实践,安踏以"0碳使命店"实现场景化沟通,妃鱼利用直播电商推广循环经济,均展现了多元化的沟通策略。 二、企业ESG实践案例:从报告到行动 (一)安踏:场景化沟通破局 安踏通过"0碳使命店"将ESG从报告转化为消费者可感知的体验。门店采用废旧材料装修,推出碳中和产品并标注碳足迹,同时开展库存再造计划,将旧衣 转化为潮流单品。2024年可持续产品占比达30.3%,MSCI评级跃升三级至"A"级,展现了"商业闭 ...
乳业ESG进阶背后:信披缺口暴露减碳短板 平衡经济效益需内外兼修
Core Insights - The dairy industry is undergoing a green transformation as ESG principles penetrate the real economy, with significant progress in carbon emission disclosure and reduction practices among leading dairy companies [1][2][4] - Despite improvements, structural contradictions in full value chain carbon reduction remain prominent, particularly in the low coverage of Scope 3 emissions accounting and the lack of technical standards for packaging recycling and supply chain carbon management [1][4] - The challenge of converting high carbon reduction investments into brand premiums amidst fluctuating consumer demand has emerged as a new issue for dairy companies balancing sustainable development with operational efficiency [1][7] Carbon Emission Disclosure - The disclosure of ESG information among listed dairy companies has improved, with 9 H-share listed dairy companies having published ESG or sustainability reports [1][2] - Leading companies like Yili and Mengniu achieved the highest MSCI ESG ratings of AA in 2024, reflecting their progress in ESG practices and information disclosure [2][3] - A total of 11 A-share listed dairy companies disclosed their 2024 ESG reports, with several companies clearly reporting their greenhouse gas emissions [2][3] Carbon Reduction Practices - Notable carbon reduction achievements include New Dairy's "Zero Carbon Dairy" action plan, aiming for peak carbon emissions by 2030 and a 5% annual reduction in carbon intensity [2][3] - Yili has set a target to reduce carbon emissions intensity by 50% by 2030 compared to 2012 levels, achieving this goal ahead of schedule [3][4] - H-share listed companies generally perform better in carbon emission disclosure, with many providing detailed Scope 3 emissions data [3][5] Challenges in Full Value Chain Carbon Reduction - The low disclosure rate of Scope 3 emissions highlights the shortcomings in carbon reduction and accounting across the entire value chain [4][5] - The release of the first low-carbon evaluation technical standard for the dairy industry aims to address monitoring and accounting challenges faced by companies of different sizes [4][5] - Companies like Mengniu and Yili are actively working on comprehensive carbon accounting across their supply chains, with Yili having completed 47.2% of its carbon inventory for core suppliers by the end of 2024 [5][6] Brand Premium and Market Dynamics - The dairy industry faces operational challenges, with many companies experiencing revenue declines in 2024, prompting a need to convert ESG practices into product premiums [6][7] - Yili and Mengniu are integrating ESG achievements into their brand strategies, offering carbon-neutral products to enhance consumer engagement [7][8] - The market is not yet mature enough for consumers to prioritize ESG performance in their purchasing decisions, indicating a need for companies to enhance internal management and operational efficiency to realize long-term value from ESG investments [7][8]