简报 | 汽车-钢铝供应链协同减碳研究和评价

Automotive-Steel and Aluminium Green Supply Chain Collaborative Carbon Reduction Research and Evaluation I.Executive Summary The global automotive industry continues to thrive, delivering significant mobilitybenefits while generating substantial carbon emissions. Although the rise of new energyvehicles—particularly battery electric vehicles—has helped reduce emissions during the usephase, carbon emissions from raw material production require equal and urgent attention. Research by the China Automotive Data Co., Ltd.1indicates that, for passenger vehicles,carbon emissions from the raw material acquisition stage, primarily driven by steel andaluminum production, are 10 to 15 times higher than those generated during final assembly.This highlights the critical need toaccelerate decarbonization across upstream supply-chainsegments, including steel, aluminum, and battery materials. Encouragingly, many steel and aluminum producers have already developed low-carbonproduct offerings. However, limited demand from automakers has constrained large-scaleadoption, preventing these products from displacing conventional high-carbon options andslowing emissions reductions across the value chain. Overcoming this bottleneck requiresheightened awareness and coordinated support from all stakeholders. In view of this,in 2025, the Institute of Public and Environmental Affairs (IPE) and GreenJiangnan, together with nine other environmental organizations, jointly launched the “AutoCarbon Scan” campaign. As of March 31st,2026, the active participation of Blue Map App usersunlocked the product carbon footprints of more than330,000 vehiclesvia street snap in159cities, revealing a total “Street Snap Carbon Reduction Potential”2of over11.65 million tonsof CO₂.Volkswagen,Audi,Mercedes-Benz,Toyota,BMW,Buick,Honda,BYD andGeelyrankamong the top ten brands in terms of carbon reduction potential. In addition,with the support ofseveral foundations, IPE has conducted study on the'Automobile-Steel and Aluminum Green Supply Chain Collaborative Carbon Reduction'. Thestudy focuses on motivating the automotive industry to publicly disclose supply chain carbonreduction targets, implement low-carbon procurement requirements, and incentivize hard-to-abate industries such as steel and aluminum smelting to acceleratethe production andsupply of low-carbon products. To evaluate the progress of collaborative carbon reduction in the automotive industry,particularly the challenges and best practices in reducing emissions in the production of rawmaterials such as steel and aluminum, IPE developed theAutomotive Industry Climate ActionCATI Index. Using latest data including that of automotive product carbon footprints, the indexquantitatively evaluates the climate action and low carbon transition of50companiesacross five dimensions, namely: Governance, Measurement & Disclosure, Carbon Targets Setting,Performance Towards Targets, and Climate Actions. The evaluation shows: •Emissions from purchased goods and services continue to increase for mostautomakers, leading to a risein Scope 1, 2 and 3 emissions.•Despitecommitment from leading automakersto reduceemissionsfromsteel andaluminumproduction, some make insufficient progresswhile othersroll back theircommitments. Most automakers are still reluctant to bear the green premiumgenerated by low-carbon steel andaluminummaterials.•More automakers incorporate carbon accounting into supplier managementrequirements but few use primary data from suppliers in product carbon footprint(PCF) accounting. Disclosure of PCF data for automobiles sold in China marketremainslackingwith many multinationals which disclose PCF in Europe. Key finding 1:Emissions from purchased goods and services continue toincrease for most automakers, leading to a rise in Scope 1, 2 and 3 emissions. Among the top tenautomakers in terms of emission reduction potentialin the“AutoCarbon Scan” campaign,sixshowcased a decrease in Scope 1 and 2 emissions between 2022and 2024, reflecting progress in the decarbonization of their operation. However, Scope 3 emission reduction remains challenging.7automakers have Scope 3emissions increased between 2022 and 2024, and all reported an increase of emissions frompurchased goods and services, which leads toa rise in theirtotalScope 1, 2 and 3emissions.This indicates that automakers’ supply-chain decarbonization efforts for materials such assteel and aluminum are still at the pilot stage and have yet to deliver scaled emissions-reduction outcomes. Key finding 2:Despite commitment from leading automakers to reduceemissions from steel and aluminium production, some make insufficientprogress while others roll back their commitments. Most automakers are stillreluctant to bear the green premium generated by low-carbon steel andaluminium materials. All automakers ranked among the top ten in terms of carbon reduction potential have setScope 3 emission reduction or net-zero targets. Nevertheless,only half of t