A股上市公司ESG评级分析报告 2021

A肅♳䋑Ⱆ぀&4(霉紩 ⴔ區䫣デ220 &4(霉紩ⴔ區䫣デ A肅♳䋑Ⱆ぀ KFFQMPWJOH:AO0WFSWJFXPG $IJOBA-4IBSF&4(1FSGPSNBODF 2021 0 2020䎃6剢1傈 2021䎃8剢 A肅♳䋑Ⱆ぀&4(霉紩ⴔ區䫣デ2O21 湡䔶 1䫣デ嚋鶣01 1.1灇瑕䙼騟O2 1.2㉁麤輑綁&4(霉紩倰岁嚋鶣O3 2A肅&4(⥌䜂䫪ꪪ嚋ⲃ04 2.1A肅&4(䫣デ〄䋒䞔ⲃO4 2.2⚥霆8OO䧭ⴔ肅䭷叻䫪ꪪ䞔ⲃO5 2.2.1⚥霆8OO䧭ⴔ肅䭷叻䫪ꪪ桧ⴔ區O5 2.2.2⚥霆8OO䧭ⴔ肅䭷叻䫪ꪪ餘ꆀⴔ區O6 2.3⚥霆8OO䧭ⴔ肅䎾㼆孞⦫」⻊⿺焫⚥ㄤ湱Ⱒ⥌䜂䫪ꪪO6 2.3.1焫䱗佞盗椚䫪ꪪ䞔ⲃO7 2.3.2焫䱗佞侨䰘䫪ꪪ䞔ⲃO7 3⚥霆800䧭ⴔ肅&4(霉紩ⴔ區10 3.1⚥霆8OO䧭ⴔ肅&4(絾ざ霉紩⿺絫佪1O 3.2⚥霆8OO䧭ⴔ肅&/4/(ⴔ고」⻊ⴔ區12 3.3⚥霆8OO䧭ⴔ肅ⴔ遤⚌&4(絫佪ⴔ區12 4A肅♳䋑Ⱆ぀&4(굥ꤗⴔ區14 4.1A肅&4(굥ꤗ⾎〷侨䰘ⴔ區14 4.2⚥霆8OO䧭ⴔ肅&4(굥ꤗ⿺」⻊ⴔ區15 5A肅♳䋑Ⱆ぀&4(絫佪ㄤ肅⟟Ⱒ禹灇瑕17 5.1A肅♳䋑Ⱆ぀&4(굥ꤗ✲⟝♸肅⟟湱Ⱒⴔ區17 5.2A肅♳䋑Ⱆ぀&4(霉紩ㄤ肅⟟湱Ⱒⴔ區18 6䚪絕♸㾝劅20 1䫣デ嚋鶣 鵛䎃勻ꥥ满&4(䫏餴椚䙁涸鷶姿Ⱓ饰Ⰼ椕䫏餴劼匬䒓㨤⦸㼋䎇㖈䫏餴⚥㹊騨㛇✵&4(椚䙁涸餓⟣䫏餴կ䔲 ⵸&4(䫏餴䊺鷶幯䧭⚹㕂꣢薴㔵ⰻ⚺崨涸䫏餴倰䒭馊勻馊㢴㖑鄄㕂ⰻ㢪䫏餴劼匬ꅷ紵ㄤ鵘欽կ♳䋑Ⱆ぀涸&4(邍梡⛲䧭⚹䋑㖞㖈邂ꆀ⟱⚌䫏餴⟟⧩涸ꅾ銳絶䏞կ ㉁麤輑綁荈2O2O䎃饰&4(霉紩薴㔵巑渷ⰌA肅♳䋑Ⱆ぀կ呏䰘㉁麤輑綁45ē3&4(侨䰘䎽佐䔶涸A肅♳䋑Ⱆ぀&4(霉紩侨䰘儑爙2O2O䎃ⰌA肅4138㹻♳䋑Ⱆ぀Ⱏ剣588㹻♳䋑Ⱆ぀&4(霉紩㖈#紩ゎ⟄♳⽑14.2%կ剣355O㹻♳䋑Ⱆ぀㖈#-紩ゎ⟄♴⽑85.8%霫絈霉紩絕卓錛㕃1կ⟄♳ⰌA肅♳䋑Ⱆ぀&4(霉紩絕卓邍僈A肅䊺剣鿈ⴔ♳䋑Ⱆ぀剣鳅㥩涸&4(絫佪⡎侮⡤&4(絫佪盗椚鵮㢅㖈䘯鸟〄㾝涸ⴲ劍꣌媯կ 㕃12020䎃ⰌA肅&4(霉紩ⴔ䋒 侨䰘勻彂㉁麤輑綁45ē3&4(侨䰘䎂〵 㛇✵㼆Ⰼ鿈A肅涸霉紩䧮⟌ꅾ挿ⴔ區⟄⚥霆8OO䭷侨1䧭ⴔ肅⚹➿邍涸A肅♳䋑Ⱆ぀2O18荛2O21䎃涸&4(霉紩絕卓⚺銳〄梡剣 v&4(⥌䜂䫪ꪪ〄䋒&4(䫣デ涸A肅♳䋑Ⱆ぀侨ꆀ珘姿䲿⼮⡎〄䋒䫣デ涸Ⱆ぀嫱⢾劢錛僈儑䲿⼮կ &4(䭷叻䫪ꪪ桧ㄤ䫪ꪪ餘ꆀ㖲鷶䎃♳⼮⡎㹁䚍䫪ꪪ➠⠏✵㹁ꆀ䫪ꪪ♳䋑Ⱆ぀荈⚺䫪ꪪ䠑霋➠꨽⸈ v䎾㼆孞⦫」⻊湱Ⱒ⥌䜂䫪ꪪ㖈Ⰼ椕孞⦫」⻊♸⚥㕂⿽焫湡叻涸胜兞♴A肅♳䋑Ⱆ぀焫䱗佞⥌䜂 䔂կ v&4(侮⡤絫佪A肅♳䋑Ⱆ぀&4(侮⡤絫佪⥂䭯珘姿䲿⼮梠㞯絫佪䲿⼮剒䘯կ⡎&4(侮⡤絫佪鵮㢅㖈 䫪ꪪ2O2O䎃鳅䖃䎃剣䨾䲿⼮⡎䚪⡤䫪ꪪ䠑霋ㄤ䫪ꪪ餘ꆀ剣䖉鵳♧姿䲿⼮կ 䘯鸟〄㾝涸ⴲ劍꣌媯կ v&4(굥ꤗA肅♳䋑Ⱆ぀꬗⚰涸&4(굥ꤗ⾓⸂⥂䭯넞⡙&4(⚥넞굥ꤗ✲⟝涸嫱⢾ッ梡鷶䎃♳⼮涸馋⸷կ v&4(絫佪ㄤ肅⟟Ⱒ禹A肅♳䋑Ⱆ぀&4(絫佪♸肅⟟剣♧㹁姻湱Ⱒ䚍A肅䋑㖞㼆♳䋑Ⱆ぀涸&4(굥ꤗ ✲⟝剣鳅儑衼涸餏꬗⿿䎾կ 1⚥霆8OO䭷侨僽歋⚥霆䭷侨剣ꣳⰖ぀綘ⵖⰦ䧭⟧肅僽歋⚥霆5OOㄤ尿帿3OO䧭⟧肅♧饰匬䧭⚥霆8OO䭷侨絾ざ⿿僥尿帿霆ⵚ䋑㖞ⰻ㣐⚥㼭䋑⧩Ⱆ぀涸侮⡤朐ⲃկ 1.1灇瑕䙼騟 劥䫣デ⟄⚥霆8OO䧭ⴔ肅⟱⚌⚹➿邍霫絈ⴔ區✫2O18䎃荛2O21䎃A肅♳䋑Ⱆ぀涸&4(絫佪䞔ⲃկ⚺銳ⴔ區絶䏞⺫䭍1&4(⥌䜂䫪ꪪ2䎾㼆孞⦫」⻊⿺焫⚥ㄤ湱Ⱒ⥌䜂䫪ꪪ3&4(霉紩絕卓ⴔ區4&4(굥ꤗⴔ區5&4(絫佪ㄤ肅⟟Ⱒ禹ⴔ區կ 䫣デ껷⯓翸搋♳䋑Ⱆ぀&4(⥌䜂䫪ꪪ䞔ⲃ㼆⟱⚌⥌䜂䫪ꪪ涸侨ꆀծ餘ꆀ鵳遤✫絾ざ嫱鳅ㄤⴔ區կ呏䰘Ⰼ椕孞⦫」⻊ㄤ⚥㕂⿽焫湡叻涸䲿ⴀ䫣デꅾ挿灇瑕✫⚥霆8OO䧭ⴔ肅⟱⚌4䎃勻涸䎾㼆孞⦫」⻊⿺焫湱Ⱒ侨䰘涸䫪ꪪ䞔ⲃ⿺♶駈կ ず傞䫣デ㛇✵Ⳝ䎃勻⚥霆8OO䧭ⴔ肅涸&4(霉紩➢&4(絾ざ絫佪ծ&4(盗椚⿺䫪ꪪㄤ&4(굥ꤗ盗椚3⚡絶䏞ⴔ區✫⚥霆8OO䧭ⴔ肅⟱⚌&4(邍梡䎇ꅷ欽&ծ4ծ(ⴔ고ㄤⴔ遤⚌灇瑕涸倰䒭㼆♳䋑Ⱆ぀&4(絫佪邍梡鵳遤 ✫帿Ⰶ鍒區կ 䫣デ鵮㼆♳䋑Ⱆ぀鵛䎃勻紨3♰⟝&4(굥ꤗ✲⟝鵳遤✫絡雦ⴔ區䎇ꛏ㼆⚥霆8OO䧭ⴔ肅⟱⚌涸&4(굥ꤗ✲ ⟝⨞✫⚁꡶涸灇瑕䋞劅䳶爙ⴀA肅♳䋑Ⱆ぀꬗⚰涸⚺銳&4(굥ꤗ䞔ⲃկ 剒た䫣デꅷ欽✲⟝灇瑕岁ⴔ區✫A肅䋑㖞㼆♳䋑Ⱆ぀&4(굥ꤗ✲⟝涸⿿䎾䞔ⲃ䎇欽&4(絆ざ涸⾎〷⚌絫㔐彷㹊霆ⴔ區✫♳䋑Ⱆ぀&4(絫佪♸肅⟟⛓ꢂ涸湱Ⱒ䚍կ 1.2㉁麤輑綁&4(霉紩倰岁嚋鶣 劥䫣デꅷ欽涸♳䋑Ⱆ぀&4(侨䰘霉紩侨䰘㖲勻彂✵㉁麤輑綁涸&4(湱Ⱒ侨䰘䎽2Ⱖ霉紩倰岁⡤禹皍⽀➝絏㥵♴㉁麤輑綁&4(霉⠮⡤禹➢&4(盗椚ㄤ&4(굥ꤗ⚙⚡絶䏞絾ざ霉⟟Ⱆ぀⚺⡤涸&4(絫佪邍梡䎇鸑鵂&4(鸑欽䭷叻ㄤ遤⚌䭷叻涸霃縨⡤梡遤⚌ꅾ銳涸&4(雳곿ㄤ굥ꤗկ㉁麤輑綁&4(霉⠮䭷叻⡤禹Ⱏ⺫ゎ♲紩 ♧紩䭷叻⚹梠㞯&ծ爢⠔4ㄤⰖ぀屛椚(♲⚡絶䏞✳紩䭷叻⚹梠㞯ծ爢⠔ㄤⰖ぀屛椚♴涸13고ⴔ碫雳곿♲紩䭷叻⺫䭍紨2OO고Ⱘ⡤䭷叻կ䭷叻⛲〳ⴔ⚹&4(盗椚䭷叻ㄤ&4(굥ꤗ䭷叻⚙碫կ&4(盗椚䭷叻⚺銳邂ꆀ♳䋑Ⱆ぀涸&4(⥌䜂䫪ꪪծ盗椚䲃倶瘝ⰻ㺂&4(굥ꤗ䭷叻⚺銳邂ꆀ♳䋑Ⱆ぀꬗⚰涸&4(굥ꤗ凐ꪪ䞔ⲃ⺫ゎ佟䏎港盗㢅縇䞔ⲃծ倝ꢉ㯮⡤涸䫣麤ծ/(0⿺⼸⠔涸湱Ⱒ⥌䜂瘝3կ &4(굥ꤗ &4(絾ざⴔ侨⿺霉紩&4(盗椚 3⚡♧紩䭷叻 13⚡✳紩䭷叻200+⚡♲紩䭷叻 1000+侨䰘挿 ♧紩䭷叻 ✳紩䭷叻 ♲紩䭷叻(52⚡鸑欽䭷叻ㄤ75⚡遤⚌䭷叻) &梠㞯 &1梠㞯盗椚 梠㞯盗椚⡤禹ծ盗椚盗椚湡叻プ䊨梠㞯䠑霋蒜腊ㄤ蒜宐佟瘻綁蒀ꅷ餝佟瘻瘝 &2梠㞯䫪ꪪ 腊彂嶊署蒜腊署宐庛㹔孞⡤䱗佞瘝 &3梠㞯餏꬗✲⟝ 宐寓厩㣐孞寓厩㔿䏑寓厩瘝 4爢⠔ 41プ䊨盗椚 ⸣⸓佟瘻月䔂鶖⸣⸓⿿娂錠㥎䚍プ䊨プ䊨㛆雲瘝 42⣘䎾Ꝇ盗椚 ⣘䎾Ꝇ餓⟣盗椚港漛⡤禹瘝 43㹐䨪盗椚 㹐䨪⥌䜂⥂㺙瘝 44爢⼓盗椚 爢⼓尲鸑瘝 45❡ㅷ盗椚 Ⱆ䎂館僒❡ㅷ瘝 46Ⱆ渤⿺䯩饐 ⟱⚌㛇ꆄ⠔䯩饐⿺Ⱆ渤崞⸓瘝 47爢⠔餏꬗✲⟝ プ䊨⣘䎾Ꝇ㹐䨪爢⠔⿺❡ㅷ餏꬗✲⟝ (Ⱆ぀屛椚 (1㉁⚌麤䗞 ⿿臱餕ㄤ餯餲⚿䫣ⵖ䏞紵玘鷳僈䏞瘝 (2Ⱆ぀屛椚 ⥌䜂䫪ꪪ袙✲⠔杝用䚍넞盗讏ꂹ袙✲⠔㢴呋䚍瘝 (3Ⱆ぀屛椚餏꬗✲⟝ ㉁⚌麤䗞ծⰖ぀屛椚餏꬗✲⟝ 鸑欽䭷叻+遤⚌䭷叻 㕃2㉁麤輑綁&4(霉⠮䭷叻⡤禹爙⢾ 䧮⟌鸑鵂禹絡霉⠮♳䋑Ⱆ぀涸&4(盗椚侨䰘⿺&4(굥ꤗ侨䰘絾ざꆀ⻊霉⟟♳䋑Ⱆ぀&4(絾ざ絫佪剒絊䖤ⵌ㉁麤輑綁&4(霉紩絕卓կ 2劥䫣デꅷ欽涸&4(霉紩侨䰘勻彂✵㉁麤輑綁45ē3&4(侨䰘䎂〵&4(굥ꤗ✲⟝侨䰘勻彂✵㉁麤輑綁&4(굥ꤗꨭ鴪禹絡孞⦫」⻊⿺焫䱗佞湱Ⱒ侨䰘勻彂✵㉁麤輑綁1A/%A焫⚥ㄤ侨䰘䎂〵կ 3㉁麤輑綁鸑鵂荈⚺䒓〄&4(굥ꤗꨭ鴪禹絡ꅷ欽A*⿺⚁㹻䠑錛絕ざ倰䒭㹁劍佐꧋䎇ⴔ區勻荈㢴⚡佟䏎劼匬涸港盗⿺㢅縇⥌䜂⿺鵛⼪㹻姻錞㯮⡤涸&4(굥ꤗ✲⟝䫣麤կ 2A肅&4(⥌䜂䫪ꪪ嚋ⲃ 鵛Ⳝ䎃ꥥ满港盗劼匬ㄤ㕂꣢絆絉䲿ⴀ傈渤⚚呔涸&4(⥌䜂䫪ꪪ銳宠馊勻馊㢴涸餴盗劼匬䒓㨤鸑鵂&4(䫣デ瘝庈麤蜦》⟱⚌&4(邍梡䎇㼜Ⱖ⡲⚹䫏餴Ɀ瘻涸ꅾ銳⿬罌⛓♧A肅♳䋑Ⱆ぀涸&4(䫣デ〄䋒侨ꆀծ䭷叻䫪ꪪ桧⟄⿺䫪ꪪ餘ꆀ㖲珘姿䲿⼮կ 㖈&4(䫣デ〄䋒倰꬗䨔荛2O21䎃6剢29傈䊺剣26%涸A肅♳䋑Ⱆ぀〄䋒✫2O2O䎃䏞&4(䫣デ罜鵯♧嫱⢾㖈尿帿3OO♳䋑Ⱆ぀⚥ⴭ넞鴪83%կ㖈尿帿⚙❜僒䨾鵮劢〄䋒䔂ⵖ䚍䫪ꪪ銳宠涸䞔ⲃ♴馊勻馊㢴涸A肅♳䋑Ⱆ぀鷥䭊〄䋒杝用涸&4(䫣デ瑕Ⱖ⾲㔔♸&4(⥌䜂㖈䲿넞ㅷ晥㡮钚ծ㾝梡爢⠔餓⟣ծ㟞䔂䫏餴罏⥌䗱⟄⿺ ⼸⸔Ⱆ぀鳹雩荈魧劼麁♸䮋䧶倰꬗涸⡲欽剣满㺙♶〳ⴔ涸Ⱒ禹կず傞侨䰘邍僈〄䋒&4(䫣デ涸尿帿3OO䧭ⴔ肅⟱⚌涸&4(絫佪僈儑넞✵劢〄䋒䫣デ涸Ⱆ぀鵯ㄤ〄䋒&4(䫣デ涸Ⱆ぀㖈⥌䜂䫪ꪪ倰꬗刿⸈곭⯓剣Ⱒկ 㖈&4(䭷叻䫪ꪪ桧⿺餘ꆀ倰꬗⚥霆8OO䧭ⴔ肅Ⱆ぀邍梡赡侮⡤ッ♳⼮馋⸷⡎㹁ꆀ䭷叻涸䫪ꪪ桧⡛✵㹁䚍䭷叻⚂荈䡦䫪ꪪ涸䭷叻䫪ꪪ桧劢鴪ⵌ5O%姼㢪䖤ⴔ넞✵6Oⴔ忘ⴔ⚹1OOⴔ涸䭷叻➑⽑䚪⡤涸34.6%կ鵯♧䞔ⲃ邍僈絟㣐㢴侨A肅♳䋑Ⱆ぀湡⵸鵮䭽撑㕂ⰻ港盗ざ錞涸剒⡛銳宠♸叻ⲥ鵳遤&4(⥌䜂䫪ꪪ荈⚺䫪ꪪ䠑霋➠剣䖉⸈䔂ず傞㹁ꆀ侨䰘涸⡛䫪ꪪ桧♸䚪⡤䖤ⴔ⨊⡛涸梡韌邍僈A肅♳䋑Ⱆ぀涸&4(盗椚㹊騨 ➠♸㕂꣢䎂㖲宐䎂㶸㖈♧㹁涸䊵騄կ 2.1A肅&4(䫣デ〄䋒䞔ⲃ 㖈佟瘻ㄤ䋑㖞涸䲀⸓♴䧮㕂♳䋑Ⱆ぀涸&4(⥌䜂䫪ꪪッ㟞Ɤ䙖⸷կ䧮⟌絡雦✫➢2OO9䎃ⵌ2O21䎃䨔荛2O21䎃6剢29傈A肅涸&4(䫣デ4〄䋒䞔ⲃ2O21䎃紨剣26%涸♳䋑Ⱆ぀〄䋒✫&4(䫣デⰌA肅♳䋑Ⱆ぀〄䋒&4(䫣デ涸侨ꆀ䊺絑➢2OO9䎃涸371⟧㟞⸈ⵌ湡⵸涸1125⟧⚂㟞䌴䭯絯珘㹁կ䨔荛2O21䎃6剢29傈尿帿3OO♳䋑Ⱆ぀2O21䎃剣25O㹻〄䋒䫣デ⽑嫱馄鵂83%霫錛㕃3կ呏䰘㉁麤輑綁&4(霉⠮䭷叻⡤禹涸霉ⴔ䊺〄䋒&4(䫣デ涸25O㹻Ⱆ぀&4(霉紩䖤ⴔ嫱劢〄䋒&4(䫣デ涸5O㹻Ⱆ぀&4(霉紩䖤ⴔ䎂㖲넞ⴀ14.3%կ 12OO 1OOO 8OO 6OO 4OO 129 146 152 173 18O 188 199 213 23O 245 251 259 25O 2OO9 2O1O 2O11 2O12 2O13 2O14 2O15 2O16 2O17 2O18 2O19 2O2O 2O21 2OO O 371 471518 582 644 6817O8747 795851 942 1O21 1125 A肅♳䋑Ⱆ぀&4(䫣デ䫪ꪪ尿帿3OO䧭ⴔ肅&4(䫣デ䫪ꪪ 侨䰘勻彂㉁麤輑綁呏䰘Ⱆ䒓⥌䜂侮椚 㕃32009-2021䎃A肅♳䋑Ⱆ぀&4(䫣デ〄䋒絡雦 侨䰘勻彂㉁麤輑綁呏䰘Ⱆ䒓⥌䜂侮椚 4劥䫣デ䨾獦涸&4(䫣デ⺫ゎ⟄爢⠔餓⟣䫣デծ〳䭯絯〄㾝䫣デ瘝⚹ぜ獦涸䫣デկ ず傞鸑鵂㼆2OO9䎃荛2O21䎃A肅♳䋑Ⱆ぀&4(䫣デ〄䋒嫱⢾涸ⴔ區〄梡鵛12䎃ꢂ赡搬〄䋒䫣デ涸Ⱆ぀侨ꆀ䭯絯䲿⼮⡎A肅♳䋑Ⱆ぀〄䋒&4(䫣デ涸嫱⢾䲿⼮䎇♶僈儑㖈22.5%荛27%⛓ꢂ岚⸓剒鵛❀䎃剣鳅綕䢨涸岚⸓䲿⼮霫錛㕃4կ 5O% 4O% 3O% 22.64% 23.78%22.96%24.15%26.67%26.89%25.65%25.O5%23.22%24.11%25.21%24.67%25.32% 2O% 1O% O%2OO9䎃2O1O䎃2O11䎃2O12䎃2O13䎃2O14䎃2O15䎃2O16䎃2O17䎃2O18䎃2O19䎃2O2O䎃2O21䎃 㕃42009-2021䎃A肅♳䋑Ⱆ぀&4(䫣デ〄䋒嫱⢾絡雦 侨䰘勻彂㉁麤輑綁呏䰘Ⱆ䒓⥌䜂侮椚 2.2⚥霆800䧭ⴔ肅䭷叻䫪ꪪ䞔ⲃ 2.2.1⚥霆800䧭ⴔ肅䭷叻䫪ꪪ桧ⴔ區 㖈劥灇瑕⚥&4(䭷叻䫪ꪪ桧僽䭷䫪ꪪ✫厤고&4(䭷叻涸Ⱆ぀侨ꆀ⽑Ⱆ぀呋劥侨ꆀ涸嫱桧կ䧮⟌鷥》㉁麤輑綁&4(霉⠮⡤禹⚥ぐ遤⚌Ⱏ剣涸&4(鸑欽䭷叻⚹絡雦〡䖈ⴔ區2O18䎃荛2O21䎃⚥霆8OO䧭ⴔ肅涸&4(䭷叻䫪 ꪪ桧䞔ⲃկ絕卓儑爙剒鵛4䎃⚥霆8OO䧭ⴔ肅涸&4(䭷叻䫪ꪪ桧䭯絯䲿⼮梠㞯䭷叻涸䫪ꪪ桧➢29.98%䲿⼮荛48.O8%爢⠔䭷叻涸䫪ꪪ桧➢18.31%䲿⼮荛28.6O%Ⱆ぀屛椚䭷叻涸䫪ꪪ桧➢52.39%䲿⼮荛6O.15%կ爢 ⠔䭷叻湱鳅✵Ⱆ぀屛椚ㄤ梠㞯䭷叻⣜搬僽䫪ꪪ剒⚹謭䓳涸霫錛㕃5կ 5O% 梠㞯䭷叻䫪ꪪ桧爢⠔䭷叻䫪ꪪ桧屛椚䭷叻䫪ꪪ桧 8O% 52.39% 56.51% 58.89% 6O.15% 48.O8% 29.98% 18.31% 36.99% 2