吉利、比亚迪、蔚来在列，电动汽车行业可持续发展联合倡议启动_老虎社区_美港股上老虎

吉利、比亚迪、蔚来在列，电动汽车行业可持续发展联合倡议启动

21世纪经济报道05-26 11:07

21世纪经济报道记者卢陶然　　全球汽车产业正经历深刻变革。新能源汽车颠覆产业格局，智能化重构竞争赛道，全球化遭遇地缘政治因素、贸易壁垒等多重约束。　　在这样的背景下，电动汽车行业可持续发展联合倡议（EVSA）启动，吉利、比亚迪、长安、奇瑞、上汽、蔚来、小鹏，以及奥托立夫、博世中国、宁德时代、立中集团和延锋国际等企业进入首批响应倡议的名单，覆盖整条汽车产业链。　　“在产业规模红利趋于见底的情况下，...

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launches","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80175":0.6,"81211":0.6,"BYDDY":1.85,"00175":1.92,"01211":1.85,"HYDD.SI":0.6,"GELYY":1.92,"EVS.SI":0.6,"002594":1.85},"content_text":"21世纪经济报道记者卢陶然　　全球汽车产业正经历深刻变革。新能源汽车颠覆产业格局，智能化重构竞争赛道，全球化遭遇地缘政治因素、贸易壁垒等多重约束。　　在这样的背景下，电动汽车行业可持续发展联合倡议（EVSA）启动，吉利、比亚迪、长安、奇瑞、上汽、蔚来、小鹏，以及奥托立夫、博世中国、宁德时代、立中集团和延锋国际等企业进入首批响应倡议的名单，覆盖整条汽车产业链。 　　“在产业规模红利趋于见底的情况下，汽车行业发展从增量扩张进入了存量阶段，从产品竞争进入生态竞争，从价格内卷进入价值内卷的新阶段。”中国企业改革与发展研究会会长、国务院国资委原党委委员彭华岗在5月22日吉利控股可持续发展论坛上直言，中国作为全球最大的新能源汽车市场，理应拥有相应的ESG话语权。 　　彭华岗表示，纵观行业全局，中国汽车产业的新能源、智能化、全球化三浪潮叠加，规模红利趋于见底。未来车企比拼的不只是续航、算力、配置，更是低碳能力、治理能力、链条整合能力、全球规则适配能力和可持续价值创造能力。 　　在车企看来，出海已成为发展的重要路径，而竞争逻辑正从产品与规模驱动，转变为以规则与体系能力为核心。　　“以欧盟电池法规为例，新型绿色壁垒正在重塑国际贸易规则：从采矿到回收，每个环节的碳排放都要算清楚，整车产品如果电池碳足迹不达标，就不能进入欧盟市场。”中国汽车工业协会副秘书长李邵华指出，“与其说这些法规是生产的要求，不如说是新型的贸易壁垒。”　　当ESG从“加分项”变成“入场券”，中国车企走到了哪一步？　　21世纪经济报道记者从会上了解到，吉利控股集团成立了可持续发展顾问委员会。 “可持续发展顾问委员会是我们为了更好地应对越来越严的ESG监管而设立的。在气候变化、供应链管理等议题变得日益复杂的背景下，企业面临很多挑战，因此我们引入外部专业力量，希望提升集团可持续发展的治理能力。”吉利控股集团副总裁兼总法律顾问、首席合规官陈益民对21世纪经济报道记者表示。　　面向2030年，陈益民对21世纪经济报道记者表示，吉利控股计划实现制造基地100%绿色电力覆盖，推动单车制造端碳排放强度较2022年下降超80%；在销量持续增长的情况下，不依赖碳抵消，力争将集团运营排放总量控制在不高于2022年的水平。　　李邵华将企业ESG能力分为四个阶段：被动合规驱动、系统管理、战略嵌入、长期价值创造与规则引领。他判断：“目前中国大部分车企以及相关供应链的企业，正处在从系统管理到战略嵌入过渡的关键爬坡期。”　　这意味着，过去靠成本优势、“一步快、步步快”的打法已不足以支撑走得更远，企业必须将能力建设从制造能力延伸至碳管理能力和供应链治理能力。　　李邵华给出了三条路径：第一，构建面向全球的ESG战略治理体系，形成总部统筹、区域适配的柔性网络，将ESG嵌入业务流程而非停留在制度文件；第二，构建供应链的韧性与责任防线，实现从矿产溯源到全链条的可视可追溯；第三，构建透明有效的沟通与披露机制，用国际资本听得懂的语言和数据说话。他最后强调，应对全球ESG挑战“不能靠任何一家企业单打独斗”，行业协同是唯一出路。　　立足产业变革大势，彭华岗提出三点看法。他分别从战略、治理和话语三个层面展开。　　在战略层面，国际资本市场已经将ESG表现纳入核心估值模型，《欧盟碳边境调节机制》《美国清洁竞争法案》等正在倒逼企业重构成本结构。“减碳不只是成本，更是技术创新的驱动力；负责任的供应链不只是风控，更是品牌价值的护城河。”　　在治理层面，彭华岗表示，汽车等基础产业价值链长、覆盖面广，90%以上的碳排放集中在供应链环节。头部企业带动上下游协同转型，正在成为国际竞争的新范式。“大企业要建立供应商ESG协同机制，共享数据平台，统一评价标准，让数据成为产业链上下游共同的可持续发展护照。”　　在话语层面，彭华岗强调，希望以吉利为代表的车企推动行业标准共建、信息共享、经验互鉴，形成可复制、可推广的汽车行业ESG“中国方案”，让中国的可持续发展从学习者、参与者加速成长为定义者、贡献者。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}