作者丨CV
這一期我們從總體特徵、行業分佈、地域分佈上來看A股上市公司。
總體特徵：彰顯義利並舉
為體現“義利 99”的義利屬性， 如圖所示， 以社會轉化與環境轉化得分之和（30 分）為橫軸， 經濟轉化得分（30 分）為縱軸， 生成了義利座標圖， 圖中按 10 分以內、10 - 20 分、20 - 30 分劃分為 9 個區域， 球體位置代表相應上榜公司的義利座標， 球體大小於 2.1 圖中代表其市值規模， 於 2.2 圖中代表其市盈率倍數（PE）。
如圖所示， 2017 年度“義利 99”上榜公司均已超越商業回報底線（10 分）和社會福祉底線（10 分）， 位於右上 4 個區域。 其中， 實現義利兼優的上榜公司共有 7 家， 分別是中國建築（601668.SH）、長江電力
（600900.SH）、正泰電器（601877.SH）、中國神華（601088.SH）、農業銀行（601288.SH）、中 國鐵建（601186.SH）和建設銀行（601939.SH）。
行業分佈：工業金融占主導
按照中證行業一級分類標準（原“金融地產”拆分為“金融”和“地產”）， “義利 99”實現了全行業覆蓋。 上榜公司中， 工業 23 家， 占比 23.23%；金融 23 家， 占比 23.23%；二者佔據了“義利 99”的半壁江山 按照中證行業一級分類標準（原“金融地產”拆分為“金融”和“地產”）， “義利 99”實現了全行業覆蓋。 上榜公司中， 工業 23 家， 占比 23.23%；金融 23家， 占比 23.23%；二者佔據了“義利 99”的半壁江山。
區域分佈：東部地區居多
“義利 99”主要集中在東部地區， 共 80 家， 占比達 80.81%；其中北京 25 家、廣東 18 家、上海 16 家， 合計占比 59.60%。 儘管環渤海、長三角、珠三角發達經濟區佔據優勢， 中西部地區也有不俗表現。 其中內蒙古 5 家、湖北 4 家、新疆 2 家和河南 2 家，
English Version
The basic profile of SV 99 companies is presented from 4 perspectives: overall features, industries, geographicaldistribution, business scale.
Overall Features
Features of DW & DG
Figure 2.1, as shown below, is a coordinate graph with the sum of transformed social and environmental benefits (30scores) plotted at the horizontal axis and transformed economic benefits (30 scores) at the vertical axis, indicatingperformances of all SV 99 companies in DG and DW. The graph is divided into 9 parts based on scoring (below 10, 10to 20 and 20 to 30). The position of the circle represents the DW & DG coordinates of the company on the SV 99 Listwhile the size of the circle indicates its market value in Figure 2.1 and PE ratio in Figure 2.2.
We can tell from the figures that all SV 99 companies in 2017 exceed the bottom lines of economic benefits (10)and social welfare (10), scattering in the 4 upper-right sections. Among them, 7 companies excel in the pursuit ofboth DG and DW, i.e., China State Construction Engineering (601668.SH), China Yangtze Power (600900.SH), ZhejiangChint Electrics (601877.SH), China Shenhua Energy (601088.SH), Agricultural Bank of China (601288.SH), ChinaRailway Construction (601186.SH), and China Construction Bank (601939.SH).
Industries
Dominated by Industrials and Financials
According to CSI 1st Level Code (the former “Financial Real Estate” was divided into “Financials” and “Real Estate”),the SV 99 List covers all sectors with 23 (23.23%) falling into industrials and 23 (23.23%) financials, the two alonetaking up almost half of the list.
Geographical Distribution
Eastern China Is Home to the Majority
Among all the SV 99 companies, 80 companies (80.81%) are located in the Eastern China; 25 are based in Beijing,18 in Guangdong and 16 in Shanghai, altogether accounting for 59.60%. Apart from economically developed areasof Bohai Rim, the Yangtze River Delta and the Pearl River Delta that take the leading share, the central and westernareas also perform very well with 19 companies (19.19%) positioned in the SV 99 List, namely 5 based in InnerMongolia, 4 in Hubei, 2 in Xinjiang, 2 in Henan, and another 6, each in Chongqing, Shaanxi, Sichuan, Guizhou,Yunnan, and Jiangxi.
主編 | 梁雲風
運營總監 | 葉宗論
美編 | Leo Duan
中國社創號 | 微信公眾號：chinavator