122022101932003712020619007000101411A631430ESGTSLA.O(002594.SZ,1211.HK)“ESG(XPEV.K,9868.HK)NIO(LI.O)ESG(601238.SH,2238.HK)VWAPYESG7A4MioTechAMIESG62100ESGBB25%,5RefinitivEikon2022101820216.9:1ESG2022930200319952012622ModelSModelXModel320219320082014201520212021620209ID2030AionAMIAESGESG66100ESGBBESGESGESGDDD/CBBESG62ESG25%22-24EPS2024PE(x)31~4482.9%2024PEx5~9ESG/CSR/71999-2002/ESG2018(Impact)201520202021ESG2020ESG2022419ESG2022930ESGESG202182022101822E23E24E22E23E24E22E23E24E22E23E24E1W1MYTD002594.SZ273.6797,64374.143.732.1114.369.736.00.10.20.310.415.518.44.31.22.1NIO12.2120,396n.a.n.a.44.2n.a.n.a.n.a.0.00.00.0(27.5)(11.6)11.1(5.2)(41.6)(61.5)LI.O18.9219,890n.a.86.633.1n.a.n.a.162.00.00.00.0(2.0)3.69.8(7.2)(25.0)(41.1)XPEV.K8.607,412n.a.n.a.n.a.n.a.n.a.n.a.0.00.00.0(21.1)(16.0)(2.8)(9.9)(45.0)(82.9)TSLA.O220.19689,95953.937.330.889.244.621.10.00.00.033.135.432.81.4(28.8)(37.5)601633.SH27.5226,51228.422.217.12.828.429.41.62.02.513.515.517.52.2(8.2)(43.3)601238.SH12.6215,12612.210.89.329.213.715.52.22.62.710.911.412.12.7(3.3)(16.9)VOWG.DE170.8076,0385.25.35.0(11.4)(1.7)4.44.85.46.011.610.810.86.5(15.8)(33.9)RefinitivEikon9202120212000GHG10“”20210.6tCO2e0.39tCO2e,55%20211170%““——151316%77%1272021ESG20211VolkswagenGroup.Pg.47,SustainabilityReport2021[J/OL]2022,https://www.volkswagenag.com/presence/nachhaltigkeit/documents/sustainability-report/2021/Nonfinancial_Report_2021_e.pdf12ESG2050GHGScienceBasedTargetinitiativeSBTiSBTi202513ESG14EPR2401.5%0.99152016AmnestInernationalNGO--16300750.SZ002460.SZ2021172.20212867AMI“”39N/A345200N/A72N/A8020N/AAMI0N/A1880%ESG2A2021ESG32[J/OL]2022,https://finance.sina.com.cn/stock/s/2021-06-10/doc-ikqciyzi8907398.shtml3[J/OL]2022,http://auto.sina.com.cn/news/hy/2019-07-16/detail-ihytcerm3963085.shtml19AMI0203.ESG–ESGESGESGESGESGESGESGESGESGESG2021CSRESGESGESGESG/ESGESGESGESG44LoraKolodny,WhyTeslawaskickedoutoftheS&P500′sESGindex[J/OL]2022,https://www.cnbc.com/2022/05/18/why-tesla-was-kicked-out-of-the-sp-500s-esg-index.html21ESG199920102012ESGGRISASB/ISSBUNGCSDGsTCFDESGESGESGESGESGESG22ESGMioTechAMIESGESGESG23fay.wu@miotech.comjiaye.pan@miotech.comjack@miotech.comhttps://www.miotech.com/zh-CN/research24