物流脱碳机遇可观 龙头引领亟待扩展

Core Insights - The report highlights that leading cargo companies are leveraging China's advancements in renewable energy technology and infrastructure to implement logistics carbon accounting, switch to electric trucks, and adopt multimodal transport models [1][2] Group 1: Green Logistics Initiatives - 63% of evaluated companies have adopted new energy vehicles for logistics, while 41% are experimenting with clean fuels in shipping or air transport [2] - 77% of companies are focused on improving transportation efficiency, with firms like Decathlon and Geely increasing the application and range of new energy trucks [2] - Over half of the companies are also paying attention to emissions reduction in warehousing [2] Group 2: Emission Data Disclosure - More than 90% of cargo companies disclose their logistics-related carbon emissions, with 35% of companies like VF and Inditex using ISO14083 or GLEC frameworks for more accurate carbon accounting [2] - 41% of companies collect data on logistics suppliers' activities or emissions, with firms such as Puma and Lenovo encouraging suppliers to disclose climate information [2] Group 3: Recommendations for Scaling Decarbonization Efforts - The report suggests creating a supportive external environment to help leading companies scale their decarbonization pilot projects [3] - It recommends sharing best practices from leading companies to encourage more firms to adopt similar strategies [3] - Companies are advised to establish quantifiable decarbonization targets for logistics activities and incorporate carbon intensity metrics into supplier evaluations and procurement decisions [3]