可持续发展时代的汽车行业（英文版）_30页_2mb

Summary of Capgemini Research Institute Report: Automotive Industry in the Era of Sustainability (China Country Deck)

Core Content

The Capgemini Research Institute report highlights the growing strategic importance of sustainability in the automotive industry, with a focus on China's position and the challenges faced by automotive firms in implementing sustainable practices.

Main Viewpoints

• Sustainability as a Strategic Priority: The automotive industry is increasingly prioritizing sustainability, with a strategic focus on climate action, circular economy, and ethical business practices. However, the implementation of these initiatives remains fragmented across organizations.
• Investment Gaps: There is a significant shortfall in sustainability investment, with an estimated additional $50 billion needed annually to meet sustainability commitments. The current investment ratio to revenue is only 0.4%, while experts suggest a target of 0.9%.
• China's Position: Chinese automotive organizations lag behind in implementing sustainable R&D and product development initiatives compared to other major countries. They are also slower in adopting initiatives related to mobility services and procurement.
• Sustainability Across the Value Chain: The report identifies 14 key sustainability elements across the automotive value chain, including R&D, supply chain, manufacturing, marketing, and circular economy practices. Examples of leading companies include Groupe PSA, Volkswagen, Scania, Yamaha, and General Motors.

Key Information

Research Scope and Methodology

• A survey of 503 automotive executives and 317 sustainability experts (including NGOs, academia, and regulators) was conducted between November and December 2019.
• The survey included 11 in-depth interviews with executives and 9 with sustainability experts.

Sustainability Priorities

• The top sustainability priorities, as identified by both executives and experts, are:
  1. Sustainable manufacturing
  2. Recycling of waste and easy returns for end-of-life disposal
  3. Supporting and promoting a circular economy
  4. Sustainable R&D and product development

Implementation Gaps

• OEMs vs. Suppliers: OEMs outperform suppliers in the adoption of high-priority sustainability initiatives.
• Country Performance:
  • Leading Countries: Germany and the US are leading in promoting a circular economy and sustainable manufacturing.
  • Lagging Countries: The UK and India lag in several areas, particularly in mobility services and digital services.
• Deployment Statistics:
  • Supporting and promoting a circular economy: Germany (67%), India (22%)
  • Sustainable R&D and product development: France (56%), China (37%)
  • Sustainable manufacturing: Germany (55%), France (31%)
  • Product sustainability: France (38%), India (26%)
  • Sustainable supply chain: US (37%), France (23%)
  • Recycling of waste and easy returns for end-of-life disposal: US (35%), UK (13%)

Sustainability Management and Measurement

• 45% of automotive organizations have a central governance body for sustainability.
• 75% have dedicated sustainability targets for key executives.
• Sustainability audits are claimed by many organizations, but 94% of experts believe this area needs improvement.

Electric Vehicles and Circular Economy

• Electric vehicles (EVs) have the potential to significantly reduce greenhouse gas (GHG) emissions when powered by renewable energy.
• The lifecycle emissions of EVs depend heavily on the electricity grid powering them.
• Circular economy practices can reduce dependency on mining and production of critical materials like lithium and rare earth metals, while also decreasing the carbon footprint of vehicles.

Recommendations for Accelerating Sustainability

1. Demonstrate Progress: Develop standardized sustainability data and KPIs for transparency and accountability.
2. Pursue Sustainability as an Organization-Wide Mission: Embed sustainability into the company culture and promote it externally.
3. Bring Accountability and Robust Governance: Ensure all departments (IT, HR, marketing) are involved in measuring and minimizing environmental impact.
4. Envision Sustainability Across the Value Chain: Collaborate with suppliers to enhance transparency and implement sustainable practices throughout the supply chain.
5. Use Technology for Sustainability: Leverage forecasting, analytics, AI, and blockchain to track and manage environmental impact.
6. Strengthen Alliances and Partnerships: Work across industries to drive innovation in circular economy and EV technologies.

Best Practices

• Groupe PSA: Reduced CO2 emissions through vehicle weight reduction and improved aerodynamics.
• Volkswagen: Uses renewable raw materials like natural fibers and hemp.
• Scania: Co-founded a consortium to promote bio-gas fueled trucks.
• Yamaha Motors: Achieved zero waste to landfill through thermal recycling and reusing post-combustion residue.
• General Motors: Generated $1 billion from recyclable waste and has 150 factories designated as zero-waste to landfill.
• Renault: Uses 36% recycled materials in its vehicles.
• Michelin: Recycles old truck tires, saving 30 kg of rubber and 20 kg of steel per tire.
• Ford: Introduced wearable technology (EksoVest) and drones for safety and efficiency, and partnered with DTE Energy for wind energy procurement.

Conclusion

The automotive industry must significantly increase its investment in sustainability to meet global commitments. While some countries and companies are leading in sustainability practices, there is a need for greater alignment and integration of sustainability across all functions and value chain partners. Technology and collaboration are essential in driving the transition to a more sustainable industry.