2024绿色供应链白皮书

Industry Overview - The report focuses on the green supply chain transformation, emphasizing the importance of ESG (Environmental, Social, and Governance) in supply chain management [3] - ESG in supply chains involves managing environmental impacts, ensuring social responsibility, and maintaining governance transparency [4][5] - Increasingly strict ESG disclosure requirements globally and domestically are pushing companies to adopt ESG practices [6] ESG Maturity and Trends - Global ESG maturity is still low, with only 10% of companies being leaders, while in China, 20% are leaders and 40% are competitors [10] - Companies are moving towards becoming ESG leaders, with 60% of surveyed companies in China being leaders or competitors [10] - Key challenges in green supply chain transformation include supplier collaboration, data quality, and high costs of green solutions [12][13] ESG Strategy and Implementation - Nearly 60% of companies have clear sustainability strategies and implementation plans, while 40% have integrated ESG goals into their supply chain strategies [16][17] - 75% of companies have set ESG KPIs in at least one supply chain segment, and 70% have established independent sustainability departments [22][25] - Leading companies are faster in implementing ESG strategies, with actions twice as fast as non-leaders [26] Circular Economy and Product Adjustments - 65% of companies are adopting circular business models as a core action plan, focusing on sustainable product design and material sourcing [27][28] - Leading companies are redesigning products and business models to align with ESG goals, with 80% of leaders making significant adjustments compared to 15% of non-leaders [29] Green Supply Chain Transformation - 40% of companies are focusing on product design and R&D for green transformation, as it impacts subsequent supply chain segments like procurement and production [30][31] - Sustainable products account for less than 25% of total products in most companies, with higher proportions mainly in the new energy vehicle sector [32] - Green procurement has made progress, but only 25% of companies have over 50% of their procurement spending on sustainable materials [33] Cost and Benefits of Green Transformation - 70% of companies face increased procurement and production costs, but 30% have achieved cost savings through green practices [35] - 77% of companies believe green supply chain transformation has positive economic and social benefits, with 15% achieving cost reductions [35] - 54% of companies plan to increase investment in green transformation over the next 3-5 years, despite short-term cost increases [35] Case Studies - Boehringer Ingelheim: Achieved cost savings through green R&D and procurement, with a 77.01% improvement in energy efficiency since 2014 [61] - Polestar: Reduced CO2 intensity per car by 8% in 2022 and aims for climate-neutral cars by 2030 [62] - Interface: Reduced carbon footprint by 82% since 1996 and won the 2020 UN Climate Action Award [63] - Ganfeng Lithium: Achieved an A rating in MSCI ESG and focuses on sustainable lithium extraction and recycling [64] - Siemens Energy: Achieved 100% renewable energy use globally in 2023 and supports supplier decarbonization [65] - Bekaert: Developed sustainable steel products for tires and energy transition, achieving an AA rating in MSCI ESG [66] - Autoliv: Committed to net-zero emissions by 2040 and launched a green bond of €500 million [67]