指THESUSTAINABLESUPPLYCHAINTRANSFORMATIONOFELECTRICVEHICLEMANUFACTURING清10-15清清1203030%2竞烧免指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing01010203CONTENTS指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing02清1问出出问GtofCO2e26COP26100%2040100%312050清4200020102020203020402050054540353025201510激指免竞免ISO14064PAS2060免COP指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing032030免免问烧突0130602020清9免2030清2060清免02免⼑032021清7问出竞出问存免变——出免影问出免问04出出20352028203520%5052025免2025问烧突兴指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing04指—PATH360问动兴6指免潜SBTi指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing竞问出7SBTi共竞2022清721.751.51.5变805竞烧激免激择问烧免动动激免指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing——60%9竞06010203CONTENTS指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing07免2竞21000.0102出03040506问烧⼝问出剂影问烧CO2指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing08出出问出影出⼝——指变HSE激问出//竞出问问指⼑/出/ROCE/影出变⼝出问出免问烧指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing0900.竞出问免竞竞竞竞指PATH360指/2020清PATH360指2050清指出BP2050清1认知循环36:11指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing1001.影问存出免影竞免问出出问影免别别光出出问影12问存出指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing光90%ESG13动问问影竞免竞问问烧动问烧动问影免⼑141102.出问出问出竞问出免⼏免出问出出问出15指问出竞问XBB影XBC烧Smartcontrol出变竞16指问出指问出竞免变出变3问出指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing1203.剂剂剂免剂竞变出OTIF竞竞问/免动出⼝劲出出影问出出指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing1304.问竞光激/问问PPA影出问/问出剂兴MazakGoGREEN出问出问存CO2010清2030清50%问出LEDCO30%问出VARIAXISi-800NEO45%CO23%CO80%17Mazak电⼒消耗（kWh）45%CO2排放量（kg-CO2）23%VARIAXISi-800NEO指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing1405.竞指清—兴涌光竞Carbonintelligence7光问存ESG光免ESG⼝ESG涌7光光18⼝⼝1.2.指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing⼝3.4.免5.6.7.15光免出影出竞影问问出指XBBXBC指XBB出XBC出免免XBC激影指免免兴刺激指竞免激影XBB免16指06.指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing16别光变动竞出23竞动问0150%问竞免25%问免19兴免出影问劲劲竞⼝02问烧免出⼑影竞问出03免竞04指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing170203CONTENTS01指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing18竞变312使⽤低碳原材料储备可循环材料替代动⼒传动系统低碳⽣产制造最⼩化⽣产废料⻋辆租赁与服务订阅以⻋间为循环中⼼规模化再利⽤及再⽣产模块化⻋辆设计产品使⽤寿命期后废弃管理部件即服务整合能源⽹络按需提供⻋辆按需提供出⾏⽀持打造特殊⽤途和⽬的的⻋辆跨服务领域共享⻋队12345低碳能源应⽤原材料可循环利⽤产品全⽣命周期优化利⽤率提升指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing19360动突指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing201.《升级电动汽⻋供应链迫在眉睫》，埃森哲，2022年2.《揭开锂离⼦电池价格的⾯纱》，LoganGoldie-Scot,彭博社新能源财经，2019年3.《COP26declarationonacceleratingthetransitionto100%zeromissioncarsandvans》，UNClimateChangeConference(COP26)attheSEC，Glasgow，2021年4.《BPEnergyoutlook2023》，BP，2023年5.《节能与新能源汽⻋技术路线图（2.0版）》，中国汽⻋⼯程学会，2020年6.《Castrollaunchesitsnewsustainabilitystrategy》，BP，2021年7.《聚焦APEC发那科应邀出席APEC⼯商领导⼈中国论坛》，发那科，2021年8.《SCIENCEBASEDTARGETSINITIATIVEANNUALPROGRESSREPORT》，SBTi，2021年9.供应链管理，埃森哲10.Sustainablevaluechain，埃森哲11.《SUSTAINABILITYPATH360》，Castrol12.《RaisingAmbitions:Anewroadmapfortheautomotivecirculareconomy》，埃森哲，202013.《SourcingaSustainableFuture》，埃森哲，2022年14.《DrivingAmbitions:TheBusinessCaseforCircularEconomyintheCarIndustry》，WorldEconomicForum，202215.发那科汽⻋⾏业解决⽅案，发那科16.嘉实多解决⽅案，嘉实多17.《CyberWorld65_C》，⻢扎克，2022年18.《Acceleratingglobalcompaniestowardnetzeroby2050》,埃森哲，2022年19.《CustomerRealityCheck》,埃森哲，2021指TheSustainableSupplyChainTransformationofElectricVehicleManufacturing21