What I am sharing today is the [Carbon Emission Ranking of China's Listed Companies and the Dual Carbon Leadership List] Report Producer: Finance Eleven.
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(1) In 2022, China surpassed the United States to become the world's largest green bond issuance market measured by green bonds that meet the definition of the CBI (Climate Bonds Initiative). Despite this, among the 30 brokerages included in the evaluation system, only one of them was rated "Excellent", and only 7 brokerages were rated "Excellent". In terms of topics, the average score of the brokerage industry as a whole is generally low.
(2) The biggest difference between China and Western developed countries is that it is the same as carbon reductionThe overwhelming majority of China's carbon reduction is in the industrial sector, while the western developed countries are paying equal attention to industry, agriculture and life. This is because China is the world's factory, and industrial products such as coal, steel, cement, household appliances, and mobile phones account for more than half of the world's total output. China's industry accounts for the highest share of GDP among major countries, and it serves not only its own country, but also the world. In addition, China has been focusing on production over consumption for many years, so the improvement rate of residents' living standards has lagged far behind the GDP growth rate. In the field of carbon neutrality, China's per capita energy consumption is 13 times (2019), but the per capita carbon emissions are lower than the global average. The difference is the export transfer of China as the world's factory.
(3) According to the World BankIn 2019, the per capita carbon emissions generated by the consumption behavior of Chinese residents were 27 tons, 15 in the United States4 tons, 76 tons, 7 in Canada5 tons, Japan 74 tons, 7 tons in Russia, 5 tons in the United Kingdom7 tons, France 44 tons, global per capita carbon emissions 46 tons.
(4) Therefore, China's carbon reduction focus is on the B side rather than the C side. Enterprises, especially listed companies, are the key to China's dual carbon goals.
(5) The total carbon emissions of all listed companies on the list in 2022 are 504.6 billion tons, and the total emissions of the top 10 in the total carbon emission list account for 43 percent of the total carbon emissions on the list89%；The combined operating income of all listed companies reached 2052 trillion yuan, and the average carbon intensity of the list is 246 tons of 10,000 yuan, with an average carbon efficiency of 0410,000 tons, the carbon emissions of the 100th listed company on the list are 921350,000 tons.
(6) In terms of geographical distributionAmong the 100 listed companies on the list in 2022, 21 companies are concentrated in Beijing, and the rest are scattered in 26 provinces across the country.
(7) DisclosureIn 2022, the number of companies on the list is 58. There are 59 A-share listed companies on the list, of which 20 have disclosed carbon emissions, accounting for 3390%；There are 24 A+H share listed companies, of which 22 have disclosed carbon emissions, accounting for 9167%；There are 17 H-share companies, of which 16 have disclosed carbon emissions, accounting for 9412%。From the perspective of industries, the total carbon emissions of the four industries of electricity, cement, coal and steel account for 82% of the total emissions on the list07%, and the disclosure ratios are: 45%。
(8) In terms of specific emissionsIn 2022, the top of the total carbon emission list is Guodian Power, with a carbon emission of 37,8960000000 tons; At the top of the list of carbon efficiency is Chinese buildings, with a carbon efficiency of 8760,000 tons. In 2022, the number of listed companies with carbon emissions in the range of 10 million to 20 million tons is the largest, with a total of 36; The number of companies in the range of 20 million to 30 million tons is the second, with a total of 18. There are 13 carbon emission giants with more than 100 million tons, and these 13 companies are: Guodian Power, Huaneng International, China National Building Materials, Conch Cement, Datang Power Generation, Tianshan Co., Ltd., China Shenhua, Huadian International, Sinopec, PetroChina, China Resources Power, Zheneng Power, and Aluminum Corporation of China. In 2022, there are 2 listed companies on the list for the first time, namely Jiangsu Guoxin and Baofeng Energy, and their industries are power and chemicals. In 2022, the two listed companies that withdrew from the list due to emissions not reaching the top 100 are **Tianlu and Shanghai Petrochemical, which belong to cement and petrochemical industries, respectively.
(9) In 2022, the number of listed companies in the three major emission industries of electric power, cement and steel will be 30, 17 and 22 respectively, totaling 69；The total carbon emissions of the industry were 219.9 billion tons, 98.5 billion tons, 62.5 billion tons, accounting for the total carbon emissions of the list. 39%, with a total carbon emission of 380.9 billion tons, accounting for 75% of the total emissions on the list48%；The average revenue carbon efficiency of the three industries is 007,000 tons, 0080,000 tons, 0320,000 tons, all lower than the average of the list.
This article is for informational purposes only and does not represent any investment advice from us. To use the information, please refer to the original report. ）
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