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乐天堂fun88 × 小鹏汽车|携手开展供应商碳赋能计划,打造绿色低碳汽车供应链

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                    2024年11月,中国造车新势力小鹏汽车交出史上最强季报,第三季度总收入101亿元人民币,较第二季度环比增加24.5%,毛利率“五连跳”升至15.3%。小鹏汽车致力于通过探索科技,引领未来出行变革,做“未来出行探索者”。同时,小鹏汽车也高度重视供应链安全和气候变化影响,强调并坚定走绿色低碳高质量发展之路。

                    近日,小鹏汽车携手乐天堂fun88 ,开启供应商碳赋能计划。该计划旨在通过定制化的 “数据收集-现场评估-碳管理现状反馈与提升” 闭环管理模式,同时辅以定期开展的线上与线下供应商赋能培训,全方位培育并提升上游供应链合作伙伴在绿色低碳和可持续发展方面的能力,致力于打造绿色低碳汽车供应链的示范标杆,为行业的绿色转型注入新动力。

                    近年来,全球汽车行业格局正经历着前所未有的动荡和变化,传统车企利润下滑,新势力车企市场占比局面多变。随着汽车行业竞争进入白热化阶段,车企间的竞争已不再是简单的规模之争,更是绿色低碳、供应链稳定、产品质量与安全、客户服务等多维度的可持续发展之争。

                    2023年和2024年,小鹏汽车连续两年获 MSCI ESG全球最高评价——AAA级,并入选国家工信部绿色制造名单,获得「国家绿色供应链管理企业」称号。小鹏汽车也是中国汽车制造业中唯一连续两年获得标普全球(S&P Global)“行业最佳进步企业”殊荣的公司。

                    根据MSCI ESG评级体系,在汽车制造商行业的ESG评价标准中,产品碳足迹的权重为15.7%,是环境领域(E)的首要议题。

                    图源:MSCI官网[1]

                    虽然新能源汽车在使用阶段的碳排放远低于传统燃油汽车,但其生产制造阶段的碳排放却高于传统燃油车[2],这主要归因于动力电池和其它汽车零部件的碳足迹。以新能源汽车的“心脏”动力电池为例,其碳排放占整车全生命周期总碳排放的一半以上[3]。

                    小鹏MONA M03智能纯电掀背轿跑,图源:小鹏汽车

                    因此,上游原材料脱碳成为车企降碳管理的重中之重

                    🔸赋能供应商进行降碳管理

                    市场对低碳产品的追求倒逼企业研发更低碳的技术及产品。对整车而言,上游供应的动力电池、零部件等是主要的碳足迹来源,因此,开展供应链降碳是实现整车降碳的关键所在。

                    小鹏汽车携手碳管理服务公司乐天堂fun88 开展供应商碳赋能计划,通过定制化的 “数据收集-现场评估-碳管理现状反馈与提升” 闭环管理模式,同时辅以定期开展的线上与线下供应商赋能培训,挖掘与提升上游供应链合作伙伴的低碳潜能,激励供应商开发和提供更低碳的产品。

                    目前,小鹏汽车分阶段、按步骤、因企制宜实施供应商碳赋能计划,以碳基础相对薄弱、碳足迹大占比供应商为重点开展碳赋能示范项目。

                    未来,小鹏汽车将实现供应链降碳管理全覆盖,穿透多级供应链环节,实现供应链智能、高效、深度降碳管理,与供应链伙伴和低碳服务商共同打造绿色低碳汽车供应链示范标杆。

                    乐天堂fun88 的数字化碳管理平台赋能汽车行业供应链低碳发展,与您共筑强韧性、低风险、高质量的标杆型绿色供应链。

                    参考:

                    [1] //www.msci.com/our-solutions/esg-investing/esg-industry-materiality-map

                    [2] 从电动化到供应链,中国车企脱碳的必由之路,麦肯锡

                    [3] (a)“付于武:如何构建动力电池回收新业态”, //baijiahao.baidu.com/s?id=63142543&wfr=spider&for=pc

                    (b)“出口“新三样”亮丽成绩的背后,小心这些隐形碳壁垒!”,//www.bjnews.com.cn/detail/68828.html

                    [4] 小鹏汽车2023年ESG报告

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