Right now, "ESG" is like a tornado that is sweeping across the capital market.
In the primary market, nearly 100 investment institutions have taken "ESG" as the direction of attention in the past year; in the secondary market, more than half of the listed companies have disclosed their ESG reports.
Entering the Year of the Tiger, with the promotion of the mainland's "3060" dual carbon target, ESG practice has also become a starting point for enterprises to achieve the "double carbon" strategy. Especially as a large consumer of resources and carbon emissions, the automotive industry should vigorously promote the concept of sustainable development and establish a positive impact on the industry and society.
At the landing level, new energy vehicles have become an important bearer of the automotive industry to practice the ESG concept and achieve the task of "decarbonization". According to data released by the China Automobile Center, the carbon emission reduction contribution of a pure electric vehicle in the whole life cycle from production to scrapping is about 14.1 tons per vehicle. From the global carbon neutrality roadmap released by the International Energy Agency, it can be seen that the explosive growth of new energy vehicles will promote a linear decline in carbon emissions. Therefore, intelligent pure electric vehicles have far-reaching significance for the realization of the "double carbon" goal.
"But the carbon dioxide emitted directly by cars while driving is just the tip of the iceberg for the entire industry." Sun Zinc, chief engineer of R&D at China Automobile Data Co., Ltd., believes that the calculation of carbon emissions of automobiles should be expanded from automobile use to the whole life cycle of automobile production and parts manufacturing. According to the "China Automotive Low Carbon Action Plan Research Report 2021", 1.74 tons of CO can be generated in the automobile manufacturing process, which will be an important part of the "carbon reduction" of the automotive industry. If from the perspective of "ESG", the carbon emissions included in the environmental indicator "E" and other energy-saving and emission reduction indicators, investors will not only evaluate whether the product meets the low-carbon environmental protection standards, but also an important consideration to measure the "carbon neutrality" of enterprises. Therefore, the construction of more energy-saving and environmentally friendly green factories and the reduction of emissions from the production process have gradually become the trend of the industry.
Based on this, new car-making forces and traditional car companies have accelerated their transformation to green production, focusing on advocating green environmental protection from the source, building in accordance with the ESG evaluation system and launching their own "green and intelligent" factories, hoping to achieve low-carbon environmental protection through the all-round details of automobile manufacturing. At the same time, it cannot be ignored that under such a wave of change, the position of intelligence and big data in the decarbonization of new energy vehicle companies is becoming more and more important.
1
Low-carbon initiatives "armed to the teeth"
Although the recent soaring "ESG" concept is not the fundamental reason for the transformation of car companies to green production, it must be a catalyst for the acceleration of environmental protection transformation of car companies.
From the perspective of the development history of the automotive industry for more than a hundred years, "precautionary" and "thoughtful" can be said to be an important concept to guide the production and manufacturing of automobile manufacturers, and "green environmental protection" and "low-carbon intelligent manufacturing" are also chess pieces that car companies have already begun to lay out. Based on the emphasis on social responsibility and sustainable development, industrial energy-saving design, green energy, emission reduction or low-carbon use of products have long become the background color throughout the entire life cycle of automobile companies.
WM Automobile Wenzhou Green Intelligent Manufacturing Base
In industrial design, "energy saving and low carbon" is an important concept in the design of many car companies, and car companies that have paid attention to environmental protection from the source of design are obviously more prominent in this regard. For example, WM Motors, the first new car-making force player with a new energy intelligent automobile industry 4.0 park in China, uses local building materials with low energy, high performance and high durability during the construction period, which consolidates the core of the early work of carbon reduction, which also improves the recycling rate of the whole vehicle after production, of which the reusable utilization rate target is set at 85% and the recyclable utilization target is set at 95%.
Specific to the level of automobile manufacturing process, the use of intelligent technology to reduce energy consumption and carbon dioxide emissions has also become an important strategy for these green and environmentally conscious car companies in the design of the park. For example, Tesla's Shanghai Gigafactory has a world-leading 6,000-ton pressure casting machine, which reduces the number of parts for the Model Y back plate from more than 70 to 1, significantly reducing the manufacturing cost of this link, and also reducing energy consumption and carbon emissions. In the Weima Wenzhou Intelligent Manufacturing Base, the "horizontal machining center" introduced by it has a processing capacity equivalent to that of a super worker. Only one horizontal machining center can replace 2 boring machines, 2 milling machines and 3 drilling machines, saving more than 89,000 KWH of electricity in a year, and the qualified rate of improved machining process products has increased from the original 98.89% to 99.82%. It is not easy to reduce the non-pass rate from 1.11% to 0.18%, which is equivalent to a reduction of more than 6 times the non-pass rate after systematic improvement.
WM Wenzhou production base photovoltaic power generation system
Of course, in addition to reducing energy consumption, car companies are also trying to achieve environmental protection effects through the use of clean energy replacement and other measures.
In order to make the production link more low-carbon, many car companies often buy green energy such as wind energy and solar energy. Today, under the "double carbon" target, the price of green electricity has risen. Therefore, self-built photovoltaic power generation systems to alleviate the pressure of green electric energy have become a common initiative of car companies. The entire plant area of WM Wenzhou Base is equipped with a distributed photovoltaic power generation system, which has saved 27,801,760 degrees of electricity so far, reduced carbon by 27,000 tons, driven about 11,000 tons of coal and about 111,000 tons of water, and can provide 511 days of daily electricity for permanent residents of Wenzhou Oujiangkou. The same is true of Chery Jaguar Land Rover Changshu, which has built a rooftop photovoltaic project with an area of more than 50,000 square meters on the roof of the engine plant to produce green energy, and can also support the engine plant to produce 60% to 70% of the electricity consumption in day shifts.
As a concrete carrier of green factory condensation, low-carbon products prove the concept and original intention of low-carbon environmental protection of car companies, and also harvest gratifying results in the actual use process. The total carbon emissions of the cars delivered by Xiaopeng Motors in 2020 have been reduced by 5,520 tons; the nearly 100,000 cars delivered by WM have reduced carbon dioxide emissions by about 640,000 tons, which is equivalent to cultivating a 60,000-hectare forest. These figures prove that every electric vehicle on the road is contributing to the promotion of the ESG concept.
Green and low-carbon is not only an all-round and systematic big project, but also a small insistence of "moisturizing and silent". Whether it is the macro design concept in industrial design, or the implementation of small links, or the carbon reduction of products in the landing stage, it can be seen that car companies have implemented the concepts of green and environmental protection in all aspects.
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The breaking point is smart technology
It should be noted that if you focus on energy conservation, enterprises will inevitably fall into the misunderstanding of "low carbon" in order to "decarbonize". In the practice of the ESG concept and the pursuit of the "double carbon" goal, "high-quality development" is an important path to support the strategy to go far-reaching.
Therefore, automotive carbon reduction must develop new technologies, and use technology to be the source of transformation.
At present, the automotive industry itself has entered a turning point of change and transformation, and the data management of any link such as the intelligence of the product itself and the use of production and manufacturing is not only the general trend of the development of the times, but also the breakthrough point of enterprise transformation and the pursuit of "low carbon".
The low carbon of the product is not simply reflected in the replacement of power, but also in the use of intelligent technology to make energy utilization more efficient. Different from traditional fuel vehicles, the scientific and technological configuration and data management of intelligent electric vehicles will help car owners to allocate and manage energy more reasonably. Many new energy vehicles have functions such as kinetic energy recovery, allowing car owners to recover energy under scenarios such as braking. Taking the W6 model of WM Automobile as an example, the full-speed adaptive cruise function equipped with it can help the owner to control the vehicle more reasonably and improve the utilization rate of energy in the case of traffic jams.
WM W6
Interestingly, while realizing the carbon reduction of a single body, intelligent products will also force automobile factories to develop in the direction of intelligence, big data and low carbon, and then realize the application of intelligent manufacturing value and user value.
Specifically, based on big data, Internet of Things technology, visual positioning technology, etc., enterprises can already achieve automatic calculation matching between energy reserve equipment in the manufacturing process. WM Wenzhou base adopts a visual positioning system, through the systematic measurement and matching, the robot in the assembly workshop can realize fully automatic installation of front and rear windshields, improving production efficiency and quality. In the actual life of new energy vehicle users, big data management and intelligent detection can help car owners use energy more fully and conveniently in the charging and power exchange system, reducing meaningless consumption.
In the era of "ESG" and "double carbon", the automobile can no longer only have the appearance of energy form transformation, not only to compete for carbon reduction throughout the life cycle, but also to seek breakthrough points at the technical level. However, whether it is the implementation of "ESG" or the realization of the "double carbon" goal, it is not achieved overnight, and enterprises need to have the practical spirit of "never knowing this matter to do", and also have the belief of perseverance and continuous deepening. It is believed that with the joint efforts of new car-making forces and traditional car companies and OEMs, it is not far away to achieve these goals.
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