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蓝月亮(06993.HK)在ESG实践中获得长期价值增长,诠释未来新方向

Blue Moon (06993.HK) has achieved long-term value growth in ESG practices, interpreting new future directions

Gelonghui Finance ·  Apr 29 18:41

Today, ESG is gradually “moving from false to reality.”

On the one hand, regulation continues to fill gaps and push ESG information disclosure towards regulation and enforcement. For example, the three institutions of Shanghai, Shenzhen and North China joined forces to issue the “Sustainability Report Guidelines” to achieve historical unification on the sustainable development credit disclosure standards of listed companies. On the other hand, more and more listed companies are incorporating ESG into their strategies rather than surfacing, and have created a green growth model that unifies economic and social values, proving its viability to the market.

Such changes are also bound to be transmitted to capital markets. Following this logical derivation, whether in the A-share or Hong Kong stock market, the ESG capabilities of listed companies will become a more valuable element, significantly improving the effectiveness of ESG investment, and related high-quality targets will also enhance long-term investment value.

Blue Moon, a leading Japanese chemical company, is a good sample to observe. It coincided with the release of Blue Moon's latest ESG report, which provided a window for in-depth understanding of its green growth model to achieve long-term growth.

First, Blue Moon is deeply involved in the field of cleaning, incorporating environmentally friendly concepts into products through innovative research and development, bringing a better product experience while being environmentally friendly, and promoting the green and low-carbon development of the industry.

Take a look at the specific layout:

On the one hand, Blue Moon is committed to the research of concentration technology and the promotion of concentrated products, launched concentrated products represented by premium laundry detergent, and gradually improved the concentrated product matrix, consolidated its leading market position, and continued to lead the development of concentrated products.

Compared with ordinary laundry detergent, concentrated laundry detergent has many advantages, including low usage, strong stain removal, lightweight and easy to use, etc.The category itself combines the characteristics of green environmental protection and high quality, and combines social value with economic value.Combined with increased consumer awareness of environmental protection and industry policy support, etc., it has become a potential main laundry product in China's next generation.

In 2023, Blue Moon will continue to increase concentration, upgrade the premium laundry detergent series products, expand its product functions and product segments in multiple dimensions, and further promote the concentrated and green development of the industry. At the same time, Blue Moon Innovation proposed the “Extreme Instant Dissolution Technique”, that is, by using low-viscosity stabilization technology, the product dissolves instantly in water, fully releases clean ingredients, and can also bring energy saving and environmental protection effects in the quick wash mode. Blue Moon also serves as a member unit of 7 standard committees. As the main drafting unit, it actively participated in the formulation of various standards such as the “Technical Specification for Concentrated Detergent Marking Products”, consolidating its leading role and driving industry-related development.

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Judging from the analysis of the competitive landscape, the concentrated laundry detergent market pattern in China is quite concentrated. Only a few brands such as Blue Moon have obtained the “Concentrate+” certification, and Blue Moon ranked first in the laundry detergent market share. This determines that Blue Moon has a clear first-mover advantage in the concentrated laundry detergent market, and there is an opportunity to increase its corresponding market share and product share.

On the other hand, Blue Moon innovates and develops diversified new products, injecting long-term vitality into the three major product systems of clothing, personal and household cleaning and care. For example, in 2023, Blue Moon launched a new Clean Enjoy Foam Body Wash, which uses micron foam with a hydration-balanced formula to improve skin dryness. While bringing new experiences to consumers, it also further expanded Blue Moon's product matrix and enhanced the company's overall competitiveness.

You can also see,blue moonFull range of productsObtained a number of relevant certifications. By the end of 2023, a total of 48 products from all of Blue Moon's product manufacturing plants had obtained China Environmental Labeling product certification, 15 products had obtained China's water-saving product certification, 25 products had obtained China's green product certification, and 3 products had obtained Chinese concentration+ certification. This fully reflects that the blue moon's green development is gradually maturing.

Furthermore, Blue Moon has integrated the concept of environmental friendliness throughout the entire life cycle of product production, integrating the two with deep collaboration and empowering support to build a more efficient system for green development.

In the production process, Blue Moon also takes into account green, low carbon and quality improvement, and implements ESG concepts in all aspects.

In 2023, Blue Moon will focus on improving the energy efficiency of equipment, optimizing process technology, energy structure transformation, green and low-carbon logistics, and reducing packaging waste, and implementing clean production throughout the process. Among them, at the packaging level, Blue Moon focuses on selecting environmentally friendly materials, streamlining unnecessary packaging design, and collaborating with partners to strengthen the recycling of plastic packaging to achieve recycling of waste packaging bottles in the factory. By the end of 2023, it had recycled about 10.3 tons of plastic bottles and could produce more than 1.5 million PCR bottles.

At the same time,Blue Moon launched an operating laboratory information management system at five product manufacturing plants, establish data transmission and communication with other systems such as SAP and MES to improve quality control and risk assessment capabilities.

In addition, Blue Moon is also proactively addressing the risks and impacts of climate change, continuing to pay attention to emission reduction policies, investment in cleaner production technology, consumer preferences and investor expectations during the transformation process, and strengthening the contribution of climate change to protecting the green ecology.

Take climate risk management as an example,In 2023, Blue Moon will further improve climate risk management, establish a climate risk assessment and management process mechanism, and form a closed-loop management for climate risk identification, assessment, response and prevention.Based on the climate risk assessment results, Blue Moon has responded positively to the 6 climate change risks identified, paid close attention to the 3 climate change transformation opportunities, and strived to integrate them into daily operations and strategies.

Overall, this ESG report fully demonstrates Blue Moon's long-term principles and long-term value, and its persistence and gains in ESG have finally ushered in a better implementation period. In this sense, Blue Moon has once again opened up room for imagination in the future, which is expected to further enhance its competitiveness in the capital market.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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