【中国银河】专题研究报告：ESG投资视角下两会政策解读-250305（8页）.pdf

1、 ESG 202535 35 -20252024,E-2025202420251.2.3.S-202520241.2.3.G-“”2025,6G ：（8610）80927695 ：wangxinyue_ 分析师登记编码：S0130522040003 Catalog -.3 E-.3 S-.4 G-.5 .7 -20252024 202520244%1.3300050004.4500011.862.9,“”“”,E-20252025“”20242025 1.“”2.3.20255 1.2.3.20242025 4.“”5.“3060“资料来源：中国银河证券研究院 S-20252024 1.305

2、 20 2.3.G-2025 2025,202520253000“”7350 2025 A,6G DeepseekDeepseek35%62%8%ESG 简称 行业 PETTM(2025/3/5)年涨幅(%)市值（亿元）ESG评分 简称 行业 PETTM(2025/3/5)年涨幅(%)市值（亿元）ESG评分 51.4 62.2 179.6 5.33-U 6G-670.1 8.1 2969.8 5.82 63.7 54.3 177.3 5.48 6G 38.6 15.7 883.3 8.78 44.9 60.8 1137.7 5.70 6G 21.0-8.4 1770.4 8.95 32.9 2

3、2.2 317.1 6.81 6G 22.4-16.2 1160.0 6.44 35.9 56.9 121.2 5.58 6G 39.0 1.5 442.0 6.16 40.8 50.7 112.4 5.34 6G-127.5-7.7 56.8 5.83 47.4 61.6 75.9 5.77 6G-98.8 42.7 100.0 6.95 21.4 61.9 279.6 6.95 6G 50.9-15.3 284.0 7.08 63.1 36.9 65.9 5.26 6G 34.6 38.3 122.6 7.12 72.5 15.3 209.8 5.50 6G 38.1 32.9 1166.

4、4 6.06 54.7 44.0 133.9 5.42 6G-23.7 13.5 63.4 6.57 38.1 32.9 1166.4 6.06 6G 45.8 18.9 213.0 6.88 20.3 9.4 131.3 6.56 6G-84.0-7.7 238.4 6.52 17.5-9.8 154.2 6.05 AI 37.3 27.9 1396.2 6.40 -67.1 106.2 401.9 8.07 AI 26.7 8.0 913.5 7.84 16.9 4.4 500.3 8.38 AI 43.7 23.6 693.1 7.09 17.5-9.3 706.4 8.08 AI 17

5、.0-8.3 23331.1 8.40 44.7 3.6 256.3 7.18 AI 22.3 17.9 1990.7 6.92 55.1 9.4 140.2 7.90 AI 22.5 11.4 7357.2 7.54 10.3 6.0 59.5 6.39 AI 22.4-16.2 1160.0 6.44 -556.9 10.4 300.2 7.72 AI 39.0 1.5 442.0 6.16 55.0 6.8 315.7 6.91 AI 7.4 3.3 544.8 7.02 51.5 27.7 294.3 7.48 AI 24.1 1.5 2877.1 6.59-U -74.3 0.5 2

6、04.8 6.58 AI 35.9 11.1 937.2 7.93 -1580.8-15.6 66.6 6.29 AI 29.6 7.3 189.9 6.32 43.0 9.8 243.6 6.07 AI-36.0 58.2 54.0 6.18 55.6 7.9 294.1 6.20 -1440.2 3.8 335.2 7.28 47.9 8.2 95.3 6.46 -23.7 13.5 63.4 6.57 24.7-0.2 831.5 7.05 wind 202535 ES