妙盈研究院:代表绿色的新能源车是否是名正言顺的ESG领导者?(24页).pdf
1、 1 2 20221019 3 2003712020619007000101411 A631430 ESGTSLA.O(002594.SZ,1211.HK)“ESG(XPEV.K,9868.HK)NIO(LI.O)ESG(601238.SH,2238.HK)VWAPYESG7A 4 MioTech AMIESG62100ESGBB25%,5 Refinitiv Eikon 20221018 20216.9:1ESG2022930 200319952012622Model SModel XModel 320219320082014201520212021 6 20209ID2030Aion AM
2、IAESG ESG66100ESGBBESGESGESGDDD/CBBESG62ESG25%22-24EPS2024PE(x)314482.9%2024PEx59 ESG/CSR/7 1999-2002/ESG 2018(Impact)201520202021ESG2020ESG2022419ESG2022930ESG ESG2021 8 20221018 22E 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
3、 0.3 10.4 15.5 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 22





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