Text | Intelligent Relativity
Author | leo Chen
In 2021, Saul Griffiths, a professor at the Massachusetts Institute of Technology, published the book "Zero Carbon Future". This book summarizes decades of research experience and data, and urgently proposes that we need to use existing The "Zero Carbon Action Plan" for rapid response to climate change with technologies and resources.
It is necessary to ensure environmental benefits and create economic benefits, which is in line with the sustainable development concept of high-quality enterprises.
Now, giants in different industries have set an example, planning goals and implementing actions around "carbon neutrality". The fast-moving consumer giant-Nestlé, the electronic technology giant-Apple...the new energy innovation technology giant-CATL is no exception.
Just as this year's Shanghai Auto Show was in full swing, Ningde Times held two press conferences in a row to continue to deepen this direction, and released the "zero carbon strategy" and condensed matter batteries with car-level mass production capabilities. The Ningde era carbon neutral plan is also the largest carbon neutral action in the lithium battery industry.
At the same time, through the two press conferences, the public saw what a more comprehensive new energy era looks like. CATL also proved to the outside world its leading ability as the "master" of the industry, as well as its responsibility and responsibility to the society.
"Green value" and "golden value", the Ningde era grasps both
Since the signing of the Paris Climate Agreement, carbon neutrality has become the common vision of the world, and the "greening" of the power battery industry chain is no longer an optional question, but a must-answer question.
Global carbon emissions mainly come from the fields of power generation and transportation. The development of renewable energy and the promotion of comprehensive electrification are crucial. Among them, batteries are obviously the "bull nose" to achieve the goal of carbon neutrality.
Major investment institutions have also increased their consideration of corporate ESG, including the three most important factors of environment, society, and corporate governance into the analysis to evaluate the sustainability and social impact of the company, as "whether this company has long-term value" important reference.
Subsequently, the competitiveness of enterprises must have a new dimension of carbon competitiveness on the basis of the original foundation.
So how did Ningde era establish multi-dimensional advantages? Combining the two press conferences, the answer given by Ningde era is to create "three axes" around "green value":
One is "green products", forming the world's most comprehensive battery technology multi-line layout.
Taking the newly released condensed matter battery as an example, its single energy density is as high as 500Wh/kg, and it also has high specific energy and high safety characteristics of the battery. Its subversive significance lies in the iteration of fuel-burning aircraft to open up a new scene of electrification of manned aviation in the future. Focusing on the present, condensed matter batteries also have a car-level application version, which will be mass-produced within this year.
At present, the first-generation sodium-ion battery of the Ningde era has also made its debut in Chery models and was unveiled at the auto show; Kirin batteries were mass-produced in March this year, and have successively launched in a number of high-end pure electric models such as Jikrypton, Wenjie, and Ideal. .
It can be seen that Ningde era has a high-level and more three-dimensional perspective in promoting comprehensive electrification, opening up a rich imagination space for the development of the industry on land, sea and air. This is enough to support the largest carbon neutrality action in the lithium battery industry and accelerate the earlier realization of the global carbon neutrality goal.
The second is "Green Management", creating a learning model starting from "Zero Carbon Factory".
Battery products are placed in front of the user to be seen, but behind the invisible, around the operation, CATL has built the world's first zero-carbon battery factory in 2021 through three key paths of green energy, green manufacturing, and green logistics ——Yibin factory, and achieved carbon neutrality in operation for two consecutive years.
It can be found that outwardly, CATL is innovating energy systems, accelerating market electrification through products, and allowing users to see a "zero-carbon future"; internally, from a business perspective, CATL is unswervingly promoting its own green transformation.
According to expectations, Ningde era will achieve carbon neutrality in core operations in 2025, which means that in this year, all battery factories will become zero-carbon factories, taking the lead in achieving carbon neutrality in the manufacturing field.
"Zero-carbon factory" will always be a model that can be learned and replicated by global bases and partners. This is also the inevitable result of Ningde era after accumulating a lot of valuable experience related to green and low carbon. In continuous innovation and practice, Ningde era has the responsibility and responsibility to the industry and society.
The third is "green ecology" to achieve the goal of zero carbon with the concept of sustainable development.
In promoting the environmental responsibility and social responsibility of the supply chain, CATL has also given more consideration to key details such as supply chain resilience and information security. To do a good job in battery recycling, the battery passport is one of the essential keys. At present, Ningde era is taking the lead to participate in the formulation and improvement of relevant laws and regulations.
As a leader, to improve oneself is to make up for the shortcomings of the entire industry. To truly meet the objective requirements for sustainable development of the battery industry, it is necessary to have a digital industrial interconnection solution such as the battery passport, so that supply chain partners can participate in "seeking big things" and form a good "green ecology".
"Green value" has been imprinted on the business card of CATL, constantly releasing "golden value".
In 2022, the sales volume of lithium batteries in CATL has reached 289GWh. According to SNE data, CATL’s global market share of power batteries and energy storage batteries is 37% and 43.4% respectively. At the same time, it achieved revenue of 328.594 billion yuan, a year-on-year increase of 152.07%; net profit of 30.73 billion yuan, a year-on-year increase of 92.89%.
Based on the most comprehensive battery products, Ningde era has formed a rapid transformation capability from cutting-edge basic research to industrial application, and then to large-scale commercial promotion. Cooperating with the continuous improvement of the way of enterprise development, the dimension of carbon competitiveness has been added to inject strong green power into the high-quality development of the industry.
Sowing green energy, giving birth to a rare and high-quality "zero-carbon sample"
In the final analysis, all of this is inseparable from the company's innovation strategy and its own forward-looking vision. Innovation is actually the root cause of the long-term development logic and strong growth momentum of CATL and even every high-quality enterprise.
It is mentioned in the book "Zero Carbon Future" that there are often two approaches to innovation, one is to invent better "mousetrap" and the other is to mass-produce "mousetrap".
In this set of metaphors, the former refers to the ability to "learn while exploring", which needs to be obtained through continuous R&D investment, just like the process of inventing new products;
The latter is the ability of "learning by doing", which is obtained through the process of continuous large-scale application of innovation, just like Moore's Law, like the continuous decline in the cost of batteries in the photovoltaic industry.
On the way to a zero-carbon future, CATL has grasped these two general directions of innovation.
At the beginning of its listing in 2018, Ningde Times has clarified its power battery and energy storage business, and formed two strategic priorities: to seize technological highs and reduce costs in batteries; to cooperate with high-quality partners in the supply chain in business, based on Chinese culture, and to be tolerant Global culture, open up the global market.
Since 2020, CATL has continuously clarified, refined, and implemented three strategic development directions and four innovation systems.
With "electrochemical energy storage + renewable energy power generation" as the core, it will replace fixed fossil energy and get rid of the dependence on thermal power generation; with "power battery + new energy vehicle" as the core, it will realize the replacement of mobile fossil energy Substitution, get rid of the dependence on petroleum in the field of transportation; take "electricity + intelligence" as the core, promote the integrated innovation of market applications, and provide sustainable, popular and reliable energy sources for all walks of life.
The four major innovation systems are based on the guidance of the three strategic development directions, starting from four aspects: material system, system structure, extreme manufacturing, and business model innovation.
It can be seen that Ningde era insists on innovation, establishes an innovation system for the upstream and downstream of the industrial chain, researches and develops battery products and solutions with high energy density, high reliability, high safety, and long life, and takes the lead in technology with products Industry, to achieve the core concept of manufacturing excellence and lean management to face market competition.
In any case, Ningde era is running in two major directions of innovation, investing heavily in innovation, and can insist on expanding its application scale. This minimizes the long-term cost of zero-carbon energy technologies, improves the economics of a zero-carbon future, and embraces a "zero-carbon future."
In research and development, Ningde Times will invest 15.51 billion yuan in 2022, a year-on-year increase of 101.66%; in the first quarter of this year, it will invest 4.65 billion yuan, a year-on-year increase of 81.2%. With continuous investment in innovation, we have seen a better Ningde era.
We have also seen a better future for the industry, and CATL's cutting-edge practice in carbon neutral planning is releasing long-term value to the outside world.
Ningde Times will carry out the "CREDIT" project extensively in the supply chain. As an innovative sustainable development transparency review tool, it can help partners strengthen their awareness of sustainable development and explore the potential and path of sustainable development; in addition, Ningde Times will also release the first A zero-carbon white paper, showing the specific implementation path and action measures, for the reference of the industry.
Therefore, the attitude of Ningde era is not only innovative, but also altruistic and kind, responsible and responsible. As an industry benchmark, we hope to work together with like-minded partners to achieve the ambitious goal of carbon neutrality. Ningde era itself will be a high-quality "zero-carbon sample", giving confidence and direction to the industry.
Conclusion:
In 2035, CATL will achieve carbon neutrality in the value chain. This means that by 2035, all batteries produced will be zero-carbon batteries, achieving carbon neutrality in the entire value chain from mineral resources to batteries.
Today, the development strategy of the Ningde era is becoming clearer, and a great green battery revolution has begun. After realizing the commercial value from "0" to "1", then go to the zero-carbon goal from "1" to "0", which is also the only way for the growth of the new energy industry.
Looking back in the future, the "zero-carbon strategy" will be another milestone in the Ningde era.
In the past Ningde era, a company with a market value of tens of billions has become a giant with a market value of trillions. The "zero carbon strategy" will continue to open up the imagination space. It is worthwhile for us to continue to look forward to the future of the Ningde era with a long-term perspective.
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