在数字化方面，DHL利用人工智能进行预测分析、路线优化，并通过物联网实现"端到端"的可视 化，同时推动智能仓储和自动化机器人技术的应用，并与中国本土机构合作。艾若馨说："鉴于中国的 市场规模，这里是试点和扩展这些技术的理想市场。" 在可持续发展方面，DHL是中国首批承诺提供碳中和产品的物流企业之一，并设立了净零碳排放 目标，通过部署更多电动汽车、使用可持续替代燃料以及提供数字化解决方案帮助企业计算碳排放，支 持中国的"双碳"目标。 "中国一直以来都是DHL最重要、最具活力和战略意义的市场之一。"在艾若馨看来，中国拥有非常 强大的物流设施和先进的生态系统，拥有世界级的深水港和高速铁路等硬件支撑物流发展。不仅如此， 作为制造业强国，中国在人工智能、自动化、机器人等领域的技术发展也对物流领域产生深刻影响，并 为DHL带来机遇。 艾若馨表示，DHL于2024年发布了"2030战略"，其中诸多内容都优先考虑了中国的长期发展方 向。"我们的战略围绕三大支柱展开，包括可持续发展、数字化以及为关键市场提供定制化解决方案， 这些都与中国的长期发展重点相吻合。" "DHL正在投资人工智能、物联网和区块链等数字化工具，以提升供应链 ...

中新社上海9月17日电 (谢梦圆 周孙榆)"中国已从单纯的出口制造中心，演变为在高价值领域，如电动 汽车、电子商务、生命科学与医疗等行业的创新领导者，这为全球物流带来了新的规模和机遇。"近 日，DHL(敦豪集团)全球货运大中华区首席执行官艾若馨(Aditi Rasquinha)在接受中新社专访时表示，在 全球物流的新时代，中国将发挥重要作用，DHL对中国市场的承诺坚定不移。 在可持续发展方面，DHL是中国首批承诺提供碳中和产品的物流企业之一，并设立了净零碳排放目 标，通过部署更多电动汽车、使用可持续替代燃料以及提供数字化解决方案帮助企业计算碳排放，支持 中国的"双碳"目标。(完) "中国一直以来都是DHL最重要、最具活力和战略意义的市场之一。"在艾若馨看来，中国拥有非常强大 的物流设施和先进的生态系统，拥有世界级的深水港和高速铁路等硬件支撑物流发展。不仅如此，作为 制造业强国，中国在人工智能、自动化、机器人等领域的技术发展也对物流领域产生深刻影响，并为 DHL带来机遇。 艾若馨表示，DHL于2024年发布了"2030战略"，其中诸多内容都优先考虑了中国的长期发展方向。"我 们的战略围绕三大支柱展开，包括可持续 ...

"DHL正在投资人工智能、物联网和区块链等数字化工具，以提升供应链的可视化程度和韧性。此外， 我们也重点关注中国的新能源汽车、可再生能源、生命科学和电子商务等多个领域的发展机遇，并加大 在这些领域的投入。"艾若馨说。 在数字化方面，DHL利用人工智能进行预测分析、路线优化，并通过物联网实现"端到端"的可视化，同 时推动智能仓储和自动化机器人技术的应用，并与中国本土机构合作。艾若馨说："鉴于中国的市场规 模，这里是试点和扩展这些技术的理想市场。" 在可持续发展方面，DHL是中国首批承诺提供碳中和产品的物流企业之一，并设立了净零碳排放目 标，通过部署更多电动汽车、使用可持续替代燃料以及提供数字化解决方案帮助企业计算碳排放，支持 中国的"双碳"目标。(完) 近日，DHL全球货运大中华区首席执行官艾若馨在上海接受 中新社专访。 周孙榆 摄 中新社上海9月17日电 (谢梦圆 周孙榆)"中国已从单纯的出口制造中心，演变为在高价值领域，如电动 汽车、电子商务、生命科学与医疗等行业的创新领导者，这为全球物流带来了新的规模和机遇。"近 日，DHL(敦豪集团)全球货运大中华区首席执行官艾若馨(Aditi Rasquinha)在接 ...

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].

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]

Group 1: ESG Disclosure Trends - Global ESG disclosure is shifting from voluntary to mandatory, with frameworks like the EU's CSRD and ISSB's IFRS S1/S2 promoting standardization [1] - In China, regulatory bodies like the CSRC and SASAC are moving ESG disclosure from "advocacy" to "regulation," with A-share disclosure rates reaching 33% and state-owned enterprises at over 57% in 2023 [1] - Companies face challenges in data quality and third-party verification, but technologies like blockchain and AI are emerging as solutions [1] Group 2: Corporate ESG Practices - Anta has transformed ESG reporting into consumer experiences through its "0 Carbon Mission Store," with sustainable products projected to account for 30.3% of sales by 2024 [2] - Haier Smart Home has established a three-tier governance structure for ESG, integrating ESG metrics into executive assessments and focusing on localized strategies and technological innovation [3] - Feiyu is leveraging live e-commerce to promote a circular economy, achieving a 602 kg reduction in overseas carbon emissions in 2024 and tripling the turnover rate of second-hand goods [4] Group 3: Academic Research and Student Projects - Research indicates that companies with strong ESG performance attract 3.86% more foreign investment, particularly in tech-intensive industries [5] - Initiatives like smart energy management in campuses have led to significant water savings and energy efficiency improvements [8] - Projects converting olive oil waste into high-end feed have resulted in a reduction of 9.8 million tons of CO₂ emissions annually [9] Group 4: A-Share ESG Report Research - In 2023, 1,687 A-share companies disclosed ESG reports, with an average score of 51.83, a 1.3% increase from the previous year [11] - Outbound companies scored significantly higher, averaging 59.15, indicating that ESG is becoming a competitive advantage for international operations [11] - The future of ESG disclosure in China is expected to become more standardized and digital as ISSB guidelines are implemented [11] Group 5: Future Outlook - Technologies like IoT and blockchain will enable real-time tracking of ESG data, enhancing transparency and accountability [12] - Industry alliances and financial instruments like green bonds will drive transformation across the entire supply chain [13] - Dynamic communication methods, including short videos and the metaverse, are reshaping ESG narratives [14]

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]