绿色有利于商业：电信业的声誉案例

Green is goodfor business: the October 2023 The GSMA is a global organisation unifying themobile ecosystem to discover, develop and deliverinnovation foundational to positive businessenvironments and societal change. Our vision isto unlock the full power of connectivity so thatpeople, industry, and society thrive. Representingmobile operators and organisations across themobile ecosystem and adjacent industries, theGSMA delivers for its members across three broad GSMA Intelligence is the definitive source of globalmobile operator data, analysis and forecasts, andpublisher of authoritative industry reports andresearch. Our data covers every operator group,network and MVNO in every country worldwide GSMA Intelligence is relied on by leading operators,vendors, regulators, financial institutions andthird-party industry players, to support strategic Our team of analysts and experts produce regularthought-leading research reports across a range of We invite you to find out more at www.gsma.comFollow the GSMA on Twitter: @GSMA www.gsmaintelligence.com info@gsmaintelligence.com AuthorsTim Hatt, Head of Research and Consulting Contents Executive summary 1Context: the sustainability pivot 2The currency of reputational capitalClimate rises to the top of the agenda 3Customers and suppliers: aligning values and plansConsumersEnterprises 4Telecoms industry investors, markets and regulators:finding an equilibriumThe move to ESG KPIsOperators at the vanguard, but with uneven geographic Executive summary This is the final report in a three-part series onthe technological and business implications ofsustainability in the telecoms industry. The researchseries aims to give an evidence-based view of why The focus of this report is reputation and externalrelations. It examines how perceptions among alltouchpoints for telecoms operators – includingconsumers, enterprises, employees, suppliers and Customers and staff: voting with their wallets Consumers and enterprise customers are increasinglyprioritising ethical and moral considerations thatreflect their own changing views of the world and itscustodianship. Climate and energy security have risen Staff are similarly moving to spur action; 66% ofpeople from the survey rate climate action very orextremely important in their choice of employer. Howfar does this go? Some 30–40% of people in Europe For operators, selling 5G and other technologies toenterprise verticals offers a dual value propositionin terms of productivity gains and higher powerefficiency. The latter has historically been While it is well documented that consumer valuesincorporate environmental, social and governance(ESG) priorities, this has not always translated intopurchase actions. This has now changed. A recentGSMA Intelligence survey indicates that 60% ofpeople, on average across 16 countries surveyed,consider climate or sustainability criteria as an active underappreciated but is now centre stage as anycompany on a 2050 net-zero timeline will have to cut The challenge for operators and their vendor partnersis to get the technology through the channel atan affordable price, considering constraints onenterprise capex. The consensus that technology is Suppliers: sustainable procurement will only grow in importance Suppliers of telcos are relevant to the discussion interms of the need to coordinate Scope 3 emissions1tracking and comply with regulations. Sustainable is variation as to what goes into a sustainableprocurement policy and whether it is actuallyenforced. Less than a third of the companies in eachof the industries surveyed screen more than half their Across the six industries surveyed by GSMAIntelligence, 75% of companies claim to have a Establishing sustainable procurement as the defaultwill take time but is important. Scope 3 reporting and Investors: sustainability is no longer niche The investment and asset management sectorhas increasingly moved to incorporate ESG keyperformance indicators (KPIs) into company ratingsand broker research. Sell-side analysts have beenjoined by ESG specialists to complement the ratings Other ESG KPIs and standards are emerging, suchas Network Carbon Intensity energy or NCIe (whichmeasures whether energy efficiency is getting betteror worse as people use more data in the 5G era), Significant regional disparity persists. Commitmentrates among operators and ubiquity levels (i.e. thewhole sector committing) are lower in Africa, China,India and much of Asia than in Europe. This matters There are many assessments from financialservices providers of the growth trend. PwC analysissuggests ESG assets under management will almostdouble between 2021 and 2026, from $18 trillion to$34 trillion.2It also speaks to evidence of the inversecorrelation between ESG scores and the cost of The majority of listed companies trade on exchangestracked by the Sustainable Stock Exchanges (SSE)Initiative. So far, ESG disclosure requirements areneeded by only 20% of