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Comment: From Quality to Collaboration: A Systematic Transition of Chinese Enterprises' Low Carbon Transformation
评论:从品质到协同:中国企业低碳转型的系统性跃迁
2026-09-07
作者:企业碳中和行动
Introduction

In the past week, Chinese companies have been intensively competing on the track of carbon neutrality and high-quality development, from winning the energy storage reliability award to reaffirming the "quality concept" of power batteries; From the milestone of photovoltaic intelligent manufacturing to the reshaping of industrial capabilities by artificial intelligence; From China's solution to serve the global energy transformation, to cross enterprise and cross domain green collaboration - thirteen dynamic links together a clear mainline: in the current deepening of the "dual carbon" goal, Chinese enterprises are taking smart intelligence and green technology as the dual wheels, moving from single point breakthroughs to system collaboration, and making low-carbon transformation solid, deep, and long-term.

引言

过去一周,中国企业在碳中和与高质量发展的赛道上密集落子:从储能可靠性奖项的摘得,到动力电池“品质观”的重申;从光伏智能制造的里程碑,到人工智能对产业能力的重塑;从中国方案服务全球能源转型,到跨企业、跨领域的绿色协同——十三项动态串联起一条清晰的主线:在“双碳”目标纵深推进的当下,中国企业正以智慧智能与绿色技术为双轮,从单点突破走向系统协同,把低碳转型做实、做深、做长远。


1、 Quality based: Building a low-carbon foundation with reliability and intelligent manufacturing

Low carbon is not a slogan, but a hard power that can withstand empirical testing. Jingke Energy Storage has won the 2026 "Quality Victory China" MTBF Excellence Award for energy storage system reliability. Relying on the rigorous testing of international authoritative organization T Ü V Rheinland, it has established an industry quality benchmark with the hard standard of "measured data"; Dr. Zeng Yuqun from CATL reiterated at the World Power Battery Conference that the core of "CATL quality" is safety, reliability, and long lifespan. He insists on strictly controlling the failure rate of battery cells to one in a billion and winning consumer trust with consistency. At the same time, Longi Wuhu Base has passed the China Smart Manufacturing Capability Maturity (CMMM) Level 4 certification, becoming the first module factory in the photovoltaic industry to obtain this qualification, marking the true implementation and effectiveness of intelligent manufacturing in the photovoltaic manufacturing process. Quality is the foundation, making green energy both "green" and "sustainable" for a long time.

一、品质为基:以可靠性与智能制造筑牢低碳底座

低碳不是口号,而是经得起实证检验的硬实力。晶科储能荣膺2026“质胜中国”储能系统可靠性MTBF优胜奖,依托国际权威机构TÜV莱茵的严苛测试,以“实测数据”这一硬标准树立行业质量标杆;宁德时代曾毓群博士在世界动力电池大会重申,“宁德品质”的核心是安全、可靠、长寿命,坚持把电芯失效率严控在十亿分之一,用一致性赢得消费者信任。与此同时,隆基芜湖基地通过中国智能制造能力成熟度(CMMM)四级认证,成为光伏行业首家获此资质的组件工厂,标志着智能制造在光伏制造环节真正落地见效。品质为基,让绿色能源既“绿”得干净,也“靠”得长久。


2、 Intelligent Empowerment: AI and Digitalization Reshaping Industrial Capability

Smart intelligence is becoming an accelerator for low-carbon transformation. The second generation VLA model of Xiaopeng has undergone its first major upgrade, driving physical AI from static 3D spatial understanding to dynamic 4D spatiotemporal understanding, making intelligent travel safer and more user-friendly; Zhaoyi Innovation has joined the global mainstream open-source real-time operating system Zephyr project and become a double silver member, deeply participating in the open-source embedded ecosystem with GD32 MCU, providing a more open and efficient development base for fields such as the Internet of Things and industrial control; Tianhe Solar focuses on AI computing infrastructure industry docking and has won the "New Quality Enterprise Golden Bull Award", closely integrating solid-state transformers and other photovoltaic energy storage solutions with AIDC intelligent computing needs. When AI learns to "understand time" and when the open source ecosystem gathers global developers, the efficiency boundaries of the green industry are constantly expanding.

二、智慧赋能:AI与数字化重塑产业能力

智慧智能正在成为低碳转型的加速器。小鹏第二代VLA大模型迎来首次重大升级,推动物理AI从静态3D空间理解迈向动态4D时空理解,让智能出行更安全、更懂用户;兆易创新加入全球主流开源实时操作系统Zephyr项目并成为双银牌会员,以GD32 MCU深度参与开源嵌入式生态,为物联网、工业控制等领域提供更开放高效的开发底座;天合光能聚焦AI算力基建产业对接并斩获“新质企业金牛奖”,将固态变压器等光伏储能方案与AIDC智算需求紧密结合。当AI学会“理解时间”、当开源生态汇聚全球开发者,绿色产业的效率边界被不断拓宽。


3、 Green Energy Going Global: China's Solution to Serve Global Energy Transition

The green practices of Chinese enterprises are crossing mountains and seas, serving the world. The Jingke Feihu series components have supplied 1GW for the Saudi NEOM Future New City Green Hydrogen Project, and its green power network may provide energy for the 2034 World Cup "aerial" stadium, deeply integrating Chinese photovoltaics into global landmarks; Tianhe Tracking's 64MW photovoltaic project in the 345MW wind solar complementary power station located in Argentina has officially been connected to the grid, demonstrating high reliability in strong wind environments with intelligent tracking technology, setting a new benchmark for Latin America's clean energy transformation; Haier joins hands with the Champions League to embark on a new journey of global branding, bringing the concept of smart and energy-efficient lifestyle to users worldwide. From deserts to stadiums, from Pampas to European arenas, China's green solutions are becoming a friendly language connecting the world.

三、绿能出海:中国方案服务全球能源转型

中国企业的绿色实践正跨越山海、服务世界。晶科飞虎系列组件已为沙特NEOM未来新城绿氢项目供应1GW,其绿电网络或将供能2034年世界杯“空中”球场,让中国光伏深度融入全球地标;天合跟踪位于阿根廷的345MW风光互补电站中64MW光伏项目正式并网,以智能跟踪技术在大风环境中展现高可靠性,为拉美清洁能源转型树立新标杆;海尔携手欧冠开启全球创牌新征程,将智慧、节能的生活方式理念带向全球用户。从沙漠到球场,从潘帕斯到欧洲赛场,中国绿色方案正成为连接世界的友好语言。


4、 Collaborative symbiosis: cross disciplinary collaboration expands carbon neutrality boundaries

Carbon neutrality has never been the responsibility of a single enterprise, but rather a joint action of the industry chain and all sectors of society. Chint Qingneng and Ant Energy have signed a framework agreement for liquefied biomethane cooperation, promoting the conversion of biomass energy from livestock and poultry manure, straw and other waste, and opening a new chapter in the commercialization of green energy; ANTA Group collaborates with Academician Cheng Bowen to establish a national key laboratory for biobased fiber materials, promoting green manufacturing through industry university research collaboration and transforming the laboratory's original capabilities into green sports equipment; Artus' energy storage business has doubled in growth, with global cumulative shipments exceeding 25GWh. The synergy between solar and energy storage has further promoted the large-scale implementation of clean energy; The dual sided advantage of Jingke Feihu 3 is highlighted in the empirical study in Sanya, with a single watt gain of up to 5.34% in high temperature and high humidity scenarios, confirming the technological dividend with solid data. The dialogue, collaboration, and resource sharing among enterprises are converging into a joint force to promote carbon neutrality.

四、协同共生:跨领域协作拓展碳中和边界

碳中和从来不是一家企业的事,而是产业链与社会各方的共同行动。正泰清能携手蚂蚁能服签署液化生物甲烷合作框架协议,推动生物质能从畜禽粪污、秸秆等废弃物中“变废为宝”,开启绿色能源商业化新篇;安踏集团联手程博闻院士共建生物基纤维材料全国重点实验室,以产学研协同推进绿色制造,把实验室原创能力转化为绿色运动装备;阿特斯储能业务实现翻倍增长、全球累计出货超25GWh,光储协同让清洁能源规模化落地更进一步;晶科飞虎3在三亚实证中双面率优势凸显,高温高湿场景单瓦增益最高达5.34%,以扎实数据印证技术红利。企业间的对话、协作与资源共享,正汇聚成推动碳中和的合力。


prospect

Looking to the future, corporate carbon neutrality actions will increasingly exhibit the characteristics of "platformization, ecologicalization, and lifestyle". On the one hand, the value of carbon neutral dialogue and collaboration platforms among enterprises will become increasingly prominent - as demonstrated by the collaboration between Chint and Ant, ANTA and universities, cross-border resource complementarity can unleash carbon reduction efficiency far beyond individual efforts; On the other hand, the "Green Space User Action" and "Low Carbon Life" concepts are entering ordinary life from the industrial end through Haier style global branding and Jingke style landmark energy supply. We have reason to believe that as more and more companies incorporate quality, intelligence, and collaboration into their development genes, green and low-carbon will not only be a transformation goal, but also a bright background for high-quality development. We look forward to more companies joining this future oriented green industry.

展望

放眼未来,企业碳中和行动将愈发呈现“平台化、生态化、生活化”的特征。一方面,企业间碳中和对话与协作平台的价值将愈发凸显——正如正泰与蚂蚁、安踏与高校的携手所示,跨边界的资源互补能释放远超单打独斗的减碳效能;另一方面,“绿色空间使用者行动”与“低碳生活”理念正通过海尔式的全球创牌、晶科式的地标供能,从产业端走入寻常生活。我们有理由相信,当越来越多企业把品质、智慧与协同写进发展基因,绿色低碳将不仅是转型目标,更会成为高质量发展的鲜亮底色。期待更多企业加入这场面向未来的绿色同行。