Industry Investment Rating - The report does not explicitly provide an investment rating for the industries discussed [1] Core Viewpoints - The report emphasizes the importance of green transformation in industrial supply chains, particularly in the steel and new energy vehicle industries, as a key driver for achieving carbon neutrality and sustainable development [3][4] - It highlights the global consensus on green supply chain development, with major economies actively promoting green policies and forming alliances to secure critical resources and technologies [14][15] - The report identifies 12 key implementation paths for green development in supply chains, focusing on green supply, demand, and full-chain optimization [4][51] Summary by Sections Latest Trends in Green Development of Industrial Supply Chains - Industrial supply chains are crucial for green transformation, covering energy, resources, production, and recycling processes [9] - Global competition is shifting towards green supply chains, with major economies implementing policies to strengthen their positions [14] - China is advancing green supply chain development through digitalization, policy support, and technological innovation [20][21] Key Paths for Green Development in Industrial Supply Chains - The steel and new energy vehicle industries are used as case studies to illustrate green supply chain practices [24] - Steel industry: Focuses on energy and resource greenization, technological innovation, and logistics optimization [28][32] - New energy vehicle industry: Emphasizes green energy use, resource recycling, and digital empowerment [26][34] Implementation Paths for Green Development - Energy Greenization: Companies like Baowu Steel and CATL are investing in green energy projects and renewable energy partnerships [28] - Resource Greenization: Enterprises are adopting green procurement practices and setting standards for sustainable materials [29] - Technological Innovation: Companies are leading in green technology R&D and process optimization, such as hydrogen-based steel production [32][33] - Logistics Greenization: Adoption of electric and hydrogen-powered vehicles for cleaner transportation [34] Demand Greenization - Companies are creating green product brands and certifications to drive consumer demand for sustainable products [36] - Green orders and differentiated product development are expanding market opportunities [37] - Enhanced after-sales services and user experiences are promoting green product adoption [38] Full-Chain Greenization - Industry consolidation and mergers are improving efficiency and green capabilities [39] - Collaborative projects and comprehensive entities are being established to optimize resource use and reduce emissions [42][44] - Digital platforms are enabling real-time monitoring and optimization of energy and resource use [47][48] Path Promotion and Industry Differences - The steel industry focuses on optimizing existing supply chains, while the new energy vehicle industry is building green ecosystems from the ground up [54] - Government roles differ, with more intervention in emerging industries like new energy vehicles [54]
重点行业产业链供应链绿色发展路径研究报告：以钢铁和新能源汽车行业为例（2024年）
中国信通院·2024-08-09 04:40