推动钢铁-汽车产业链联动降碳：落基山研究所发布车企用钢碳足迹核算试点案例

Investment Rating - The report does not explicitly provide an investment rating for the steel and automotive industry. Core Insights - The steel industry is the largest carbon emitter in China's manufacturing sector, accounting for approximately 15% of national carbon emissions, making its low-carbon transition crucial for achieving carbon peak and neutrality goals [1] - The automotive industry, as a significant downstream sector of steel, sees steel accounting for 50% of vehicle weight and 33% of carbon emissions during the material production phase, highlighting the importance of low-carbon steel procurement for automakers [2] - A pilot project initiated by Rocky Mountain Institute (RMI) and China Automotive Carbon Digital Technology Center aims to establish a carbon footprint accounting methodology for steel used in vehicles, involving eight companies, including major steel producers and automakers [1][2] Summary by Sections Case Introduction - The pilot project started in July 2023 and will last for nine months, focusing on carbon footprint accounting for steel used in the automotive sector [1] - The project includes four steel companies (Baowu, Ansteel, Hebei Steel, and Baotou Steel) and four automotive companies (Volvo, NIO, Dongfeng Nissan), representing 11.98% of global steel supply [1] Industry Challenges - The low-carbon transition of the steel industry and its impact on downstream products will be a key focus in global supply chains [2] - Challenges include the need for collaboration between raw material and automotive industries, establishing carbon footprint accounting methods, and improving the carbon data management capabilities of suppliers [2] Solutions - RMI has developed a carbon accounting methodology for steel products, introducing key indicators such as "comparative boundary carbon emissions" and "recycling steel ratio" to reflect the decarbonization efforts of steel companies [3][4] - A unified data transmission platform (CICES) has been established to ensure data quality and compatibility with international standards [4] Pilot Highlights - The pilot project is the first in China to facilitate data transmission between automotive and steel companies through a digital platform, aiming to enhance the comparability of carbon footprint data [5][6] - Key indicators recommended in the methodology help automotive companies assess the carbon performance of steel suppliers, supporting low-carbon procurement decisions [6] Future Work - The project will focus on enhancing the application of carbon accounting results in supply chain strategies and fostering a market for low-emission steel [10] - There is a need to standardize the disclosure format for carbon footprint data to reduce costs and improve data quality [9]