1、 1 2 202210193 2003712020619007000101411A631430ESGTSLA.O(002594.SZ,1211.HK)“ESG(XPEV.K,9868.HK)NIO(LI.O)ESG(601238.SH,2238.HK)VWAPYESG7A4 MioTech AMIESG62100ESGBB25%,5 Refinitiv Eikon2022101820216.9:1ESG2022930200319952012622Model SModel XModel 3202193200820142015202120216 20209ID2030AionAMIAESGESG6

2、6100ESGBBESGESGESGDDD/CBBESG62ESG25%22-24EPS2024PE(x)314482.9%2024PEx59ESG/CSR/7 1999-2002/ESG2018(Impact)201520202021ESG2020ESG2022419ESG2022930ESGESG20218 2022101822E 23E 24E 22E 23E 24E 22E 23E 24E 22E 23E 24E 1W 1M YTD 002594.SZ 273.67 97,643 74.1 43.7 32.1 114.3 69.7 36.0 0.1 0.2 0.3 10.4 15.5

3、18.4 4.3 1.2 2.1 NIO 12.21 20,396 n.a.n.a.44.2 n.a.n.a.n.a.0.0 0.0 0.0(27.5)(11.6)11.1(5.2)(41.6)(61.5)LI.O 18.92 19,890 n.a.86.6 33.1 n.a.n.a.162.0 0.0 0.0 0.0(2.0)3.6 9.8(7.2)(25.0)(41.1)XPEV.K 8.60 7,412 n.a.n.a.n.a.n.a.n.a.n.a.0.0 0.0 0.0(21.1)(16.0)(2.8)(9.9)(45.0)(82.9)TSLA.O 220.19 689,959 53

4、.9 37.3 30.8 89.2 44.6 21.1 0.0 0.0 0.0 33.1 35.4 32.8 1.4(28.8)(37.5)601633.SH 27.52 26,512 28.4 22.2 17.1 2.8 28.4 29.4 1.6 2.0 2.5 13.5 15.5 17.5 2.2(8.2)(43.3)601238.SH 12.62 15,126 12.2 10.8 9.3 29.2 13.7 15.5 2.2 2.6 2.7 10.9 11.4 12.1 2.7(3.3)(16.9)VOWG.DE 170.80 76,038 5.2 5.3 5.0(11.4)(1.7)

5、4.4 4.8 5.4 6.0 11.6 10.8 10.8 6.5(15.8)(33.9)Refinitiv Eikon9 202120212000GHG10“”20210.6tCO2e0.39tCO2e,55%202111 70%“151316%77%1272021ESG20211 Volkswagen Group.Pg.47,Sustainability Report 2021 J/OL 2022,https:/ ESG2050GHGScience Based Target initiativeSBTiSBTi202513 ESG14 EPR2401.5%0.9915 2016Amnes

6、t InernationalNGO-16 300750.SZ002460.SZ2021 17 2.20212867AMI“”39 N/A 3 45 20 0 N/A 72 N/A 8 0 2 0 N/A AMI 0N/A 18 80%ESG2A 2021 ESG 32 J/OL 2022,https:/ 3 J/OL 2022,http:/ 19 AMI 0 20 3.ESG ESGESGESGESGESG ESG *ESGESG*ESGESG2021CSRESGESGESG