上公司的雾霾风险.pdf

2 上市公司的雾霾风险 作者单位： 公众环境研究中心 长沙绿色潇湘环保科普中心 绿色江南环境关注中心 封面照片: 刘科 拍摄 鸣谢： 感谢SEE 基金会提供资金支持。 本文内容及意见仅代表作者的个 人观点，与SEE 的立场或政策无关。 感谢志愿者向冲对本报告的大力协助。 报告免责声明 本研究报告由公众环境研究中心撰写，研究报告中所提供的信息仅供参考。本报告根据 公开、合法渠道获得相关数据和信息，并尽可能保证可靠、准确和完整。本报告不能作 为本研究中心承担任何法律的依据或者凭证。本研究中心将根据相关法律要求及实际情 况随时补充、更正和修订有关信息，并尽可能及时发布。对于本报告所提供信息所导致 的任何直接的或者间接的后果不承担任何责任。 如引用发布本报告，需注明出处为公众环境研究中心，且不得对本报告进行有悖原意的 引用、删节和修改。 本报告之声明及其修改权、更新权及最终解释权均归公众环境研究中心所有。 目录 1.概述·····························································································································1 2.部分行业上市企业废气排放严重·················································································3 2.1 排放大户屡屡超标违规···························································································3 2.2 雾霾重点行业上市企业案例分析···········································································8 2.2.1 水泥行业···········································································································8 案例1 中国建材股份有限公司 （股票代码：3323.HK ）·································································8 案例2 唐山冀东水泥股份有限公司（股票代码：000401.SZ ）······················································11 2.2.2 有色金属冶炼行业·························································································13 案例 3 ：中国铝业股份有限公司（股票代码：601600.SH, 2600.HK ）············································14 2.2.3 钢铁行业·········································································································18 案例4 山东钢铁股份有限公司（股票代码：600022.SH ）······························································18 案例5 内蒙古包钢钢联股份有限公司（股票代码：600010.SH ）··················································20 案例6 湖南华菱钢铁股份有限公司 （股票代码：000932.SZ ）·····························