全价值链革新破局，奔驰引领豪华车可持续转型新范式

Core Insights - Mercedes-Benz emphasizes sustainable development as a core strategy, aiming for carbon neutrality across its entire value chain by 2039, with a focus on the Chinese market as a key implementation area [1][4][18] Group 1: Sustainable Development Initiatives - The company has launched a public welfare cooperation project with the Sanjiangyuan National Park to promote ecological protection and sustainable development, becoming the first multinational enterprise to cover all five major national parks in China [1] - The "2039 Vision" outlines the goal of achieving net carbon neutrality for new passenger vehicles throughout their entire lifecycle by 2039, with ongoing steps towards electrification based on customer demand and market conditions [4][18] - Mercedes-Benz has released the "Sustainable Development Blue Book 2024-2025," showcasing its latest practices in sustainability [1] Group 2: Product and Production Innovations - The new all-electric Mercedes-Benz CLA, launched in November, is part of the largest product release plan in the company's history, designed with energy efficiency as a core principle [4][6] - The production of the new CLA incorporates over double the amount of recycled thermoplastics compared to previous models, with 25% of the bumper made from recycled materials [7] - The Beijing Benz factory has installed solar photovoltaic systems with a total capacity of 88.8 MW, meeting over 80% of its electricity needs with green energy [7][9] Group 3: Supply Chain and Collaboration - Mercedes-Benz has established a strict sustainability assessment system for suppliers, requiring all core suppliers to disclose carbon footprint data by 2025 [7] - The company has initiated a "Supplier Carbon Management Empowerment Program" to assist small and medium-sized enterprises in reducing carbon emissions through free carbon accounting tools and training [7][16] - Collaborations with local battery suppliers aim to increase the use of green electricity in battery production, with some factories achieving an 80% green electricity usage rate [15] Group 4: Local Market Adaptation - The company is deeply integrating its sustainable development strategy with the unique characteristics of the Chinese market, which is the largest market for new energy vehicles [12][18] - Localized R&D efforts include partnerships with leading Chinese tech firms to enhance smart driving experiences and adapt products to meet local consumer demands [12][13] - Mercedes-Benz is committed to expanding its electric product lineup and enhancing local technological innovation, focusing on solid-state batteries and hydrogen fuel cells [18] Group 5: Long-term Vision and Industry Impact - The company views sustainable development as a long-term brand value rather than a short-term compliance cost, aiming to create new competitive advantages through technological and model innovations [19] - By adhering to its "2039 Vision," Mercedes-Benz not only targets its own carbon neutrality but also aims to influence its industry partners towards green transformation [19]