汽车产业链协同减碳评价报告

Industry Overview - Global car production and sales reached 92.72 million units in 2023, with China's car production and sales exceeding 30 million units for the first time, ranking first globally [10] - The transportation sector accounts for approximately 16% of global greenhouse gas emissions, with steel and aluminum production being significant contributors to the automotive supply chain's carbon footprint [10] - The automotive industry is accelerating its transition from internal combustion engines to new energy vehicles, with 6 Chinese automakers achieving 100% new energy vehicle sales in 2023 [11] Automotive Industry Carbon Reduction Progress - The report evaluates 51 automotive companies using the CATI index, focusing on their carbon reduction efforts in steel and aluminum supply chains [90] - 11 companies scored above 50 on the CATI index, indicating active climate actions and comprehensive information disclosure, with 1 company scoring over 70 [116] - 28 companies scored below 30, highlighting the need for improvement in climate actions and information disclosure [116] - 20 companies disclosed Scope 3 emissions data, and 13 companies set Scope 3 reduction targets, including emissions from the supply chain [117] Key Findings and Challenges - Both traditional and new energy vehicles have high emissions from raw material production, with higher vehicle classes having larger carbon footprints [13] - New energy vehicle companies scored lower than traditional automakers in carbon emission calculation and disclosure, as well as target setting [13] - European, North American, Japanese, and Korean automakers started setting Scope 3 carbon neutrality and steel/aluminum reduction targets earlier than Chinese automakers [13] - Challenges include difficulties in obtaining actual emission data, lack of consensus on low-carbon steel/aluminum definitions, and insufficient recycling mechanisms for steel and aluminum [14][15] Opportunities and Recommendations - The expansion of renewable energy in China and the implementation of dual-carbon policies provide opportunities for the automotive industry's low-carbon transformation [15] - Digital solutions can enhance carbon management capabilities and facilitate public supervision of corporate climate goals [15] - The report recommends that automakers set quantifiable green procurement requirements for suppliers, especially for steel and aluminum, and improve the accuracy of Scope 3 and product carbon footprint data [17][18] - Automakers should participate in improving recycling mechanisms, expand the use of recycled materials, and enhance information disclosure to guide consumer choices [18]