Introduction
In the past week, the movements of a group of leading enterprises collectively point to a clear signal: green low-carbon and intelligent manufacturing are accelerating from two parallel tracks to converge into a main road. Whether it is the certification of smart factories, the rating of zero carbon factories, the listing of ESG lists, or the construction of cross-border collaboration platforms, enterprises no longer regard "carbon reduction" as passive compliance, but as an endogenous driving force for active innovation and value creation. From the energy efficiency leap in smart manufacturing workshops, to renewable electricity in zero carbon factories, and to green electricity sharing in the supply chain, carbon reduction is being redefined as a quantifiable, collaborative, and shareable system capability. This is precisely the most vivid footnote of the main lines of "enterprise carbon neutrality action", "smart intelligence", "energy conservation and environmental protection" on the front line of the industry. When intelligent production lines and zero carbon parks grow simultaneously within the same enterprise, carbon reduction shifts from a cost center to a source of competitiveness, which is the underlying logic of the new round of industrial transformation.
引言
刚刚过去的一周，一批龙头企业的动向共同指向一个清晰信号：绿色低碳与智能智造正从两条并行的赛道，加速交汇成一条主干道。无论是智能工厂的认证、零碳工厂的评级，还是ESG榜单的登榜、跨国协作平台的搭建，企业不再把“减碳”视为被动合规，而是作为主动创新与价值创造的内生动力。从智造车间的能效跃升，到零碳工厂的可再生电力，再到供应链上的绿电共用，减碳正在被重新定义为一种可量化、可协同、可分享的系统能力。这正是“企业碳中和行动”“智慧智能”“节能环保”等主线在产业一线最鲜活的注脚。当智能产线与零碳园区在同一家企业内同时生长，减碳便从成本中心转为竞争力来源，这正是新一轮产业变革的底层逻辑。
1、 Intelligent manufacturing injects underlying capabilities for energy conservation and carbon reduction
Shenyang Sanhua has been selected as an advanced intelligent factory in Liaoning Province, with a full chain digital system covering intelligent production, online quality inspection, intelligent logistics, and digital control. Key processes are fully automated, enabling manufacturing efficiency and energy consumption control to rise simultaneously. Longi Wuhu and Jiaxing bases have passed the national CMMM Level 4 certification, using AI to transform "experience driven" into "data-driven", achieving accurate prediction and dynamic optimization of key elements - this is the first time that domestic photovoltaic intelligent manufacturing has reached this level. Zhaoyi Innovation showcased its dedicated MCU for optical modules at the Optical Expo, with nearly 100 million units shipped to provide core control and power management solutions for high-speed optical interconnection in AI computing data centers, supporting lower energy consumption computing bases with more efficient chips. Digitization has shifted energy consumption and emissions from "post accounting" to "real-time optimization", and has developed replicable methodologies for large-scale energy conservation and carbon reduction. Online quality inspection and AGV intelligent logistics further compress ineffective handling and rework, resulting in a natural decrease in the carbon footprint of unit products as yield increases.
2、 Zero carbon factories and renewable energy become real-life models for green manufacturing
Jingke Energy Storage Haining Factory has passed the inspection of T Ü V Rheinland Zero Carbon Factory and been rated as Type I three-star. During the reporting period, the proportion of renewable energy electricity consumption reached 100%, relying on the rooftop photovoltaic and carbon management platform to achieve digital energy and carbon dual control. Tianhe Tracking showcased its Pioneer 1P Terrain+solution at the South America Photovoltaic Exhibition, maximizing the full lifecycle value of photovoltaic assets through highly reliable brackets, localized engineering, and digital operation and maintenance, reducing soil damage, and protecting the native ecology, injecting new momentum into the clean energy transformation of Latin America. CATL has signed strategic cooperation agreements with Taijin New Energy and Shenzhen Huike to jointly build a supply chain ecosystem for lithium battery copper foil around the concept of "green electricity sharing", and to implement low-carbon collaboration from the concept to production capacity and pricing mechanisms, building a new chain that is independent, controllable, mutually beneficial and win-win. Digital operation and maintenance can also provide early warning of component degradation, extend asset service life, and dilute carbon emissions from a full lifecycle perspective.
一、智能制造为节能降碳注入底层能力
沈阳三花入选辽宁省先进级智能工厂，全链路数字化体系覆盖智能生产、在线质检、智能物流与数字管控，关键工序自动化全覆盖，让制造效率与能耗管控同步跃升。隆基芜湖、嘉兴基地通过国家CMMM四级认证，以AI把“经验驱动”转为“数据驱动”，实现关键要素的精准预测与动态优化——这是国内光伏智造首次触及该级别。兆易创新携光模块专用MCU亮相光博会，近亿颗出货为AI算力数据中心高速光互联提供核心控制与电源管理方案，用更高效的芯片支撑更低能耗的算力基座。数字化让能耗与排放从“事后核算”走向“实时优化”，为规模化节能降碳沉淀出可复制的方法论。在线质检与AGV智能物流进一步压缩了无效搬运与返工，使单位产品的碳足迹随良率提升而自然下降。
二、零碳工厂与可再生能源成为绿色制造现实样板
晶科储能海宁工厂通过TÜV莱茵零碳工厂核查，获评I型三星级，报告期内可再生能源电力消费比例达100%，依托屋顶光伏与碳管理平台实现数字化能碳双控。天合跟踪携开拓者1P地形+方案亮相南美光伏展，以高可靠支架、本地化工程与数字运维最大化光伏资产全生命周期价值，减少土方破坏、守护原生生态，为拉美清洁能源转型注入新动能。宁德时代与泰金新能、深圳惠科签署战略合作协议，围绕“绿电共用”共建锂电铜箔供应链生态，把低碳协同从理念落到产能与定价机制，构建自主可控、互利共赢的新链条。数字运维还能提前预警组件衰减，延长资产服役周期，从全生命周期角度摊薄碳排放。
3、 ESG and sustainable operations are moving towards systematization
ANTA Group has been selected as one of Forbes' "China ESG 50" for three consecutive years. By 2025, the proportion of sustainable products will exceed 38%, and greenhouse gas emissions in Scope 1 and Scope 2 will significantly decrease year-on-year. It has also driven more than 130 suppliers to introduce renewable energy, integrating sustainable concepts throughout the entire operation chain with a closed-loop approach of "strategic leadership KPI traction organizational collaboration data support", and laying a data foundation for refined accounting of Scope 3 emissions.
4、 Dialogue, collaboration, and social progress to broaden the boundaries of carbon neutrality
On the Gulangyu Forum, ANTA shared "global thinking and localized management", providing a platform for cooperation and dialogue between multinational and Chinese enterprises, and consolidating consensus on green going global; Ningde Times won the "China Charity Award" and used special funds to support education, emergency response, and environmental protection, as well as to assist in the construction of zero carbon demonstration villages, bringing low-carbon dividends to rural areas; IFA 2022 Shanghai Erzhijia presents an AI lifestyle scene, where home appliances move from passive response to active collaboration, smart homes move towards lower carbon and more convenient daily life, and "green space user action" extends from the production end to every household. When low-carbon is transformed from a corporate commitment to an experience that consumers can feel at their fingertips, green transformation has the widest user base.
三、ESG与可持续运营走向体系化
安踏集团连续三年入选福布斯“中国ESG 50”，2025年可持续产品占比突破38%，范围一、二温室气体排放同比显著下降，并带动超130家供应商引入可再生能源，以“战略引领—KPI牵引—组织协同—数据支撑”闭环把可持续理念贯穿运营全链，也为范围三排放的精细化核算打下数据基础。
四、对话协作与社会共进拓宽碳中和边界
鼓浪屿论坛上安踏分享“全球化思维、本地化经营”，为跨国与中国企业搭建合作对话平台、凝聚绿色出海共识；宁德时代荣获“中华慈善奖”，以专项基金反哺教育、应急与环境保护，并帮扶建设零碳示范村，让低碳红利惠及乡村；IFA2026上海尔智家呈现AI生活图景，家电从被动响应走向主动协同，智能家居迈向更低碳、更便捷的日常，也让“绿色空间使用者行动”从生产端延伸到每个家庭。当低碳从企业承诺变为消费者指尖可感的体验，绿色转型便拥有了最广泛的使用者基础。
prospect
The above practices collectively outline a picture of "intelligent driving, collaborative carbon reduction, and value sharing". For enterprises, carbon neutrality is no longer a single point project, but a systematic capability that runs through research and development, manufacturing, supply chain, and user life; For the platform, this is the best opportunity to build a "carbon neutral dialogue and collaboration platform among enterprises" and gather "green space user actions". We look forward to more companies publicly disclosing their dual carbon goals and annual progress, consolidating their carbon reduction practices into a searchable and reusable public knowledge base, learning from each other in dialogue, and building together in collaboration, making green intelligence a universal language for high-quality development and contributing practical solutions from the Chinese industry to global climate governance. The platform will continue to record and disseminate these frontline developments, so that every enterprise action can be seen and referenced, converging into a collective acceleration towards carbon neutrality.
展望
上述实践共同勾勒出一幅“智能驱动、协同减碳、价值共享”的图景。对企业而言，碳中和不再是单点工程，而是贯穿研发、制造、供应链与用户生活的系统能力；对平台而言，这正是搭建“企业间碳中和对话与协作平台”、汇聚“绿色空间使用者行动”的最佳时机。我们期待更多企业公开双碳目标与年度进展，把减碳实践沉淀为可检索、可复用的公共知识库，在对话中互学、在协作中共建，让绿色智能成为高质量发展的普遍语言，也为全球气候治理贡献来自中国产业界的务实方案。平台将持续记录并传播这些一线进展，让每一次企业行动都被看见、被借鉴，汇聚成面向碳中和的集体加速度。
(Using AI translation)
（使用AI翻译）
