活力中国调研行| 追“新”逐“变”，新能源汽车产业“降碳”正当时

Core Insights - The automotive industry in Chongqing has shown significant growth, with industrial added value increasing by 5.6% year-on-year, and the automotive sector contributing 30.1% to this growth [1] - The production of new energy vehicles (NEVs) reached 489,000 units in the first half of the year, marking a 25% increase compared to the previous year [1] - Efforts are being made to enhance the sustainability of NEVs, focusing on reducing energy consumption and carbon emissions during production [4] Industry Developments - A collaborative research team from Beijing Institute of Technology and Changan Automobile has developed a new design for door rings, reducing the number of components from over 20 to 5, resulting in a weight reduction of 4 kg [2] - The production of NEVs is currently facing challenges, as they consume more energy and emit 40% more carbon during production compared to traditional fuel vehicles, primarily due to battery manufacturing [4] - Companies are actively seeking ways to lower carbon emissions at every production stage to enhance the green credentials of NEVs [4][7] Technological Innovations - The introduction of a centralized distributed electric drive system integrates two motors into one unit, leading to smaller size, longer range, and reduced energy consumption [9] - A traditional manufacturer, previously focused on fuel vehicle transmissions, has pivoted to producing electric drive products in response to the shift towards NEVs [11] - The production process for NEVs includes rigorous testing under high temperatures and pressures, which has revealed significant energy consumption challenges [13] Supply Chain and Collaboration - Changan Automobile is spearheading a green supply chain initiative involving over 200 local companies, focusing on energy conservation, green technology innovation, and waste reduction [17] - The development of high-performance recycled aluminum alloys is underway, aimed at being used in core components of NEVs [15] - The recycling and dismantling of NEVs in Chongqing is moving towards standardization and scalability, contributing to a more comprehensive and sustainable automotive industry [19]