报告对电动汽车行业上市企业ESG基本情况、ESG要求、ESG表现等进行研究,并对电动汽车上市企业进行ESG价值量化分析。结果发现,电动汽车行业发展前景广阔,受到资本市场的青睐;电动汽车上市企业ESG表现和投资收益呈现正相关性,ESG治理更为完善、对环境影响更为友好、对社会贡献更为突出的企业更容易得到资本市场的关注,投资者会获得更为可观的投资收益。建议监管机构、企业、资管机构、投资机构、评级机构、指数机构等共同提高信息披露质效、提升ESG管理能力、构建特色估值体系,自上而下进行系统性完善。
This report studies the basic ESG situation,ESG requirements,and ESG performance of listed companies in the electric vehicle industry,and conducts a quantitative analysis of the ESG value of listed companies in the electric vehicle industry. The results showed that the electric vehicle industry has broad development prospects and is favored by the capital market;The ESG performance of listed electric vehicle companies is positively correlated with investment returns. Companies with more comprehensive ESG governance,more environmentally friendly impacts,and more prominent contributions to society are more likely to receive attention from the capital market,and investors will receive more substantial investment returns. It is recommended that regulatory agencies,enterprises,asset management institutions,investment institutions,rating agencies,index agencies,etc. jointly promote the quality and efficiency of information disclosure,improve ESG management capabilities,and build a distinctive valuation system,with systematic improvement from top to bottom.