钢铁脱碳的需求侧驱动因素：汽车采购实践

Demand-Side Drivers ofSteel Decarbonization Automotive Procurement Practices About China Automotive Carbon DigitalTechnology Center Co., Ltd. About RMI China Automotive Carbon Digital Technology Center Co., Ltd.is a subsidiary of China Automotive Technology and ResearchCenter Co., Ltd. (a central enterprise directly under the State-owned Assets Supervision and Administration Commission ofthe State Council). It is a specialized institution dedicated topromoting the effective integration of new economic factorssuch as green finance and carbon digital technology with high-quality industrial development. Rocky Mountain Institute (RMI) is an independent,nonpartisan nonprofit founded in 1982 that transformsglobal energy systems through market-driven solutions tosecure a prosperous, resilient, clean energy future for all.In collaboration with businesses, policymakers, funders,communities, and other partners, RMI drives investmentto scale clean energy solutions, reduce energy waste, andboost access to affordable clean energy in ways that enhancesecurity, strengthen the economy, and improve people’slivelihoods. RMI is active in over 50 countries. Guided by the innovative philosophy “New Perspectives onIndustry–Finance Integration, New Pathways for CarbonExploration, and New Momentum for Growth,” ChinaAutomotive Carbon Digital Technology Center Co., Ltd. hasorganically integrated carbon footprint digital technology intovalue chains, information chains, industrial chains, innovationchains, supply chains, and management chains. The companyhas over a decade of profound expertise in energy andcarbon management research in the automotive sector, witha focus on carbon footprint accounting, energy and carbonmanagement policies, standards, industry technologies,and digital solutions. It has established China’s localizedautomotive carbon management database, accounting tools,methodologies, and digital platforms, and launched thecountry’s first carbon disclosure platform for the automotiveindustry chain, enabling full carbon footprint disclosure forall vehicles for sale. Its engagement includes industry energy-carbon digital management, carbon footprint accountingtechnology research, carbon emissions policy and managementsystem development, support for industry green energy-savings and carbon emissions policy formulation, green energy-savings research projects and related evaluations, greenfinance, and carbon asset development. The company providesenergy-carbon management consulting and carbon footprintaccounting services to over 60 companies, including FAW, GACR&D Center, Dongfeng, SAIC, and Changan. Authors and Acknowledgments Authors RMIChina Automotive Carbon Digital Technology Center Co., Ltd.Kaidi GuoLi FuShuyi LiXin SunTing LiJiali WuWei LiHongjie ZhangYujun XueYijuan Zhang Authors listed alphabetically. Contact Shuyi Li,sli@rmi.orgWei Li,wli@rmi.org Copyrights and Citation Shuyi Li, Jiali Wu, et al.,Demand-Side Drivers of Steel Decarbonization: Automotive Procurement Practices,RMI and China Automotive Carbon Digital Technology Center Co., Ltd., 2025,https://rmi.org/insight/demand-side-drivers-of-steel-decarbonization. RMI values collaboration and aims to accelerate the energy transition by sharing knowledge and insights.We therefore allow interested parties to reference, share, and cite our work through the Creative CommonsCC BY-SA 4.0 license. https://creativecommons.org/licenses/by-sa/4.0/ All images in this report are from iStock unless otherwise noted. Acknowledgments The report authors thank the experts from the following companies and institutions for their insightsand suggestions: Feng ZhuSenior Lead Engineer, Volvo Car Technology (Shanghai) Co., Ltd.Guigen WuSenior Manager and Deputy Director, Materials Research Institute, Chery AutomobileCo., Ltd.Wenli LiEnvironmental Technology Specialist, Dongfeng Nissan Passenger Vehicle Company,Dongfeng Motor CorporationDahai MengDirector of Product Environmental Protection and Sustainability, NIO Inc.Mingyue WangResearcher, Central Research Institute, Baoshan Iron & Steel Co., LtdMenglong LiHBIS Special thanks to the HSBC Bank (China) Company Limited and SEE Foundation for their support on this report. Table of Contents 1.Decarbonization Trends on the Demand Side Drive Transitionin the Steel Industry. . . . . . . . . . . . . . . . . . . . . . . . . . .5 1.1.The role of the demand side in the steel industry transition. . . . . . . . . . . . . . .61.2.The emerging trend of collaborative carbon reduction in the steel andautomotive industries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71.3.Challenges in promoting low-carbon steel procurement. . . . . . . . . . . . . . . .11 2. AccountingandCertificationStandardsforLow-CarbonSteel 13 2.1.Comparative analysis of international low-carbon steel standards . . . . . . . . . . 132.2.Challenges in mutual recognition of low-carbon steel evaluation standards. . . .20 3.Economic