地球日承诺：锂电加速迈向零碳运营

Core Viewpoint - The article discusses the commitment of Envision AESC to the RE100 global initiative, aiming for 100% renewable energy usage by the end of fiscal year 2025, highlighting the lithium battery industry's shift towards sustainable operations under climate goals and market pressures [2][3]. Group 1: Industry Trends - The transition towards zero-carbon operations in the lithium battery industry is driven by both policy and market forces, with stricter energy consumption and carbon emission regulations being implemented in China and the EU's new battery regulations linking carbon performance to market access [3][4]. - Major automotive manufacturers like Volkswagen and BMW are setting their own carbon neutrality goals, which are influencing battery suppliers to align with these reduction requirements [3][4]. Group 2: Corporate Actions - Envision AESC has become the first battery company to achieve operational carbon neutrality in 2022 and has launched the world's first carbon-neutral power and energy storage batteries [6]. - The company operates 100% on green electricity at its facilities in Ordos, Cangzhou, and Extremadura, Spain, with the Ordos facility utilizing a combination of wind, solar, and green hydrogen [6]. - CATL aims to increase its core operational renewable electricity ratio to 74.51% by the end of 2024, having established nine "zero-carbon factories" [6]. Group 3: Circular Economy Initiatives - Companies are increasingly focusing on establishing a circular economy by enhancing battery recycling and material regeneration processes, creating a closed-loop system for resources [7][9]. - EVE Energy has launched a battery recycling line with an annual processing capacity of 20,000 tons [8]. - CATL has achieved a recycling rate of over 96.5% for its industrial solid waste and is collaborating with international partners to establish battery recycling pilot plants [9]. Group 4: Technological Innovations - Envision AESC employs the EnOS smart IoT operating system and the Ark carbon management platform for lifecycle carbon footprint analysis, ensuring transparency and traceability [10]. - CATL's carbon chain system, operational by the end of 2023, integrates carbon emission data collection and analysis across the entire lithium battery value chain [10]. - EVE Energy has partnered with SGS to launch the E-Carbon carbon accounting platform for intelligent carbon emission management [10]. Group 5: Supply Chain Collaboration - Companies like Zhongxin Innovation have set reduction targets for their supply chains, aiming for a 10% annual decrease in emissions [11]. - Several companies are establishing zero-carbon factories in Europe, including Envision AESC and CATL, to comply with regulations and meet customer demands [11]. - The overall trend indicates that deep operational decarbonization and transparent value chains are becoming essential for market access, supply chain resilience, and investor trust in the lithium battery sector [11].