Company/Organization Profile

Seres Group Co., Ltd. was founded in 1986. As a technology-driven automobile company with new energy vehicles (NEVs) as its core business, it is now listed on both the A-share and H-share markets. The company has established a three-tier climate governance structure of "Board of Directors – ESG Committee – Climate Change Working Group", formulated green development goals and action pathways that support the national dual-carbon strategy, and built an effectively operating smart carbon emission management system covering its main business.

By leveraging the smart exhibition hall of its Super Factory and national user centers, it showcases the achievements of green low-carbon manufacturing and green space development. It has continuously implemented clean energy substitution and energy-saving and carbon-reduction technological upgrades, and launched multiple low-carbon products including the AITO M9, M8, M7, M6 and M5.

The company also carries out a green business travel initiative for employees and conveys the concept of green and low-carbon development to upstream partners, while presenting its green and low-carbon efforts and action cases on its official website and stock exchange websites. In October 2025, it was awarded the highest MSCI ESG rating of AAA.

机构简介

赛力斯集团股份有限公司始创于1986年，是以新能源汽车为核心业务的技术科技型汽车企业，现为A股、H股上市公司。公司已构建“董事会-ESG委员会-应对气候变化工作组”三级气候治理架构，已有支持国家双碳战略的绿色发展目标与行动路径。建立能有效运行覆盖主营业务的碳排放智慧管理体系，依托超级工厂智慧展厅及全国用户中心展示绿色低碳制造与绿色空间建设成果，持续实施清洁能源替代、节能降碳技术改造，推出了问界M9、M8、M7、M6、M5等多款低碳产品，实施员工绿色差旅行动，面向上游合作方传递绿色低碳理念，并在企业官网及交易所网站展示了绿色低碳工作内容与行动案例。2025年10月获MSCI ESG最高评级AAA级。

Project Overview

The automotive industry is a key battleground for the green transformation of China's manufacturing sector. As a chain-leading enterprise, Seres' manufacturing parks, logistics and warehousing spaces, office areas, and nationwide user centers serve not only as the physical carriers of the company's own operations, but also as "green spaces" shared by tens of thousands of employees, hundreds of supply chain partners, and millions of users.

The project focuses on three major low-carbon and green pain points:

First, the manufacturing and logistics segments feature high energy consumption and high carbon emission intensity, with an energy mix dominated by conventional electricity and a lack of systematic energy-carbon monitoring and management tools;

Second, green behaviors of space users lack guidance and incentive mechanisms, making it difficult to translate carbon reduction advocacy into concrete actions;

Third, carbon data across the upstream and downstream supply chain is difficult to collect and lacks consistent accounting standards, hampering coordinated carbon reduction across the entire chain.

To this end, since 2023, the company has centered its efforts on green and low-carbon concepts, adopted optimizing user behavior and efficiently utilizing existing resources as key pathways, and pursued improvements in the directions of source reduction, process control, and end-of-pipe circular utilization, decomposing the dual-carbon goals layer by layer to every type of space and every user, while systematically advancing green space management and user behavior optimization actions covering "office – production – logistics – stores – supply chain".

项目背景

汽车产业是我国制造业绿色转型的关键战场，作为链主企业，赛力斯的生产制造园区、物流仓储空间、办公区域与遍布全国的用户中心，既是企业自身运营的物理载体，也是数万名员工、数百家供应链伙伴与百万级用户共同使用的“绿色空间”。

项目聚焦三大低碳绿色痛点：一是制造与物流环节能耗高、碳排放强度大，能源结构以常规电力为主，缺乏系统的能碳监测与管控手段；二是空间使用者的绿色行为缺乏引导与激励机制，减碳难以从倡导真正落地为行动；三是供应链上下游碳数据采集难、核算口径不一，难以形成全链协同减碳。

为此，公司自2023年起以绿色低碳理念为核心，以优化使用者行为和高效利用既有资源为关键路径，从源头减量、过程控量、末端循环利用等方向进行改进，将双碳目标层层分解至每一类空间、每一位使用者，系统性推进覆盖“办公-生产-物流-门店-供应链”的绿色空间管理与使用者行为优化行动。

Project Implementation

Targeting three major pain points — high energy consumption in manufacturing and logistics, lack of guidance for users' green behaviors, and difficulty in coordinating supply chain carbon data — Seres Group is advancing green space management and user carbon reduction actions covering the entire value chain.

I. Promoting manufacturing carbon reduction through "PV + Vehicle Manufacturing". To address the problems of high energy consumption and high carbon intensity in manufacturing and logistics, the Strategic planning department takes the lead in activating roof resources of plant areas and warehouses, and expanding distributed PV construction from pilot sites to all production bases and warehousing & distribution centers step by step.

Meanwhile, the company is advancing full coverage of ISO 14001 certification across its own factories, with multiple subsidiary plants being accredited as national-level green factories. In active response to the national zero‑carbon and dual‑carbon goals, the Longxing Factory and the University Town Factory have successfully obtained ISO 14067 verification as carbon‑neutral facilities.

II. To address the issues of fragmented energy and carbon data and the lack of systematic control mechanisms, the Energy and Strategy Departments have taken the lead in coordinating the development of an Energy and Carbon Management System (EMS), creating an integrated carbon management platform covering the "energy flow – carbon flow – data flow".

The platform first connects energy data from various factories to enable dynamic monitoring and assessment of internal energy consumption; it then integrates the supply chain procurement system and extends to user centers, achieving full-chain carbon emission monitoring and automatic report generation from upstream materials to store operations. The platform has obtained authoritative third-party certification.

III. Promoting green behaviors across all employees. To address the lack of guidance and incentives for users' green behaviors, factories, departments and user centers collaborate to implement the following measures: In green office, factory lighting is equipped with light sensors, offices are fitted with infrared sensor lights that "turn off when people leave", office equipment is forcibly powered down after work, air conditioning start/stop temperature standards are clearly defined, and paperless measures such as online training and examinations and double-sided printing are promoted.

In green business travel, an enterprise-level green travel management system has been launched, the "green flights, green ground travel, green accommodation" initiative is being promoted, and a business travel carbon tracking mechanism has been established.

In green culture, environmental protection training is carried out, emergency drills for environmental incidents are organized, and environmental performance is incorporated into the "Annual Safety, Environment, Occupational Health and Fire Safety Responsibility Agreement" and performance management, turning low-carbon behaviors from "advocacy" into "actions".

IV. Driving coordinated carbon reduction across the supply chain as a chain-leading enterprise. To address the difficulties in collecting supply chain carbon data and the lack of coordination, the company, together with supply chain partners, launched the "Sai Chain Together, New Chapter of Carbon" initiative, integrating dual-carbon concepts and ecological and environmental protection requirements into supplier management and procurement standards.

It has built the "Seres Carbon Traceability Platform" to directly collect real emission data from upstream sources, pioneered the industry's "factory-in-factory" model to create an integrated industrial chain and shorten logistics radius, and released the 2025 edition of the "Packaging and Technical Specifications for Supplier Inbound Goods".

User centers have established carbon management platforms, promoted clean energy, and set up waste battery recycling points, extending green management to the marketing end.

V. Taking the three-tier ESG governance structure as the organizational safeguard to build a normalized operating mechanism. The dual-carbon goals are incorporated into the annual responsibility agreement and performance assessment, with responsibilities decomposed level by level under the "Board of Directors – ESG Committee – ESG Executive Group" framework, ensuring that all actions form a closed loop from planning, implementation to assessment and continue to advance steadily.

项目实施

赛力斯集团针对制造与物流能耗高、使用者绿色行为缺引导、供应链碳数据难协同三大痛点，推进覆盖全价值链的绿色空间管理与使用者减碳行动。

一、“光伏+造车”推进制造降碳。针对制造物流能耗高、碳强度大的问题，由战略规划部门牵头，盘活厂区及仓储屋面资源，由试点逐步扩展至各生产基地与仓储发运中心建设分布式光伏；同步推进自有工厂ISO 14001认证全覆盖、多家下属工厂创建国家级绿色工厂；积极响应国家零碳和双碳目标，龙兴超级工厂和大学城工厂获得ISO14067碳中和工厂的核验。

二、建设能碳数字化管理平台。针对能碳数据分散、缺乏系统管控手段的问题，由能源和战略部门统筹，建设能碳管理系统（EMS），打造覆盖“能源流-碳流-数据流”的一体化碳管理平台：先对接各工厂能源数据，实现内部能耗动态监测与考核；再贯通供应链采购系统、延伸至用户中心，实现从上游材料到门店运营的全链路碳排放监测与报告自动生成，平台获权威第三方认证。

三、推动全员绿色行为。针对使用者绿色行为缺引导、乏激励的问题，由各工厂、各部门及用户中心协同落实：绿色办公方面，厂房照明加装光感传感器、办公区普及红外感应灯“人走灯灭”，办公设备下班强制断电，明确空调启停温度标准，推行线上培训与考试、双面打印等无纸化措施；绿色差旅方面，上线企业级绿色差旅管理系统，推行“绿色飞、绿色行、绿色住”行动并建立差旅碳追踪机制；绿色文化方面，开展环保培训、组织环境事件应急演练，将环境绩效纳入《年度安全、环境、职业健康、消防目标责任书》与绩效管理，推动低碳行为由“倡导”落地为“行动”。

四、以链主身份带动供应链协同减碳。针对供应链碳数据采集难、协同不足的问题，联合供应链伙伴发起“赛链同行，碳索新篇”倡议，将双碳理念与生态环保要求融入供应商管理及采购标准；建设“赛力斯碳溯源平台”直采上游实景排放数据；首创行业“厂中厂”模式，打造集成化产业链、缩短物流半径；发布2025版《供应商入厂包装及技术规范》；用户中心搭建碳管理平台、推广清洁能源并设置废电池回收网点，推动绿色管理向营销终端延伸。

五、以三级ESG管治架构为组织保障，构建常态化运行机制。将双碳目标纳入年度目标责任书与绩效考核，依托“董事会-ESG委员会-ESG执行小组”逐级分解责任，确保各项行动从规划、实施到考核形成闭环、持续推进。

Project Outcome

Green space management and user carbon reduction have delivered remarkable results, with comprehensive improvements across energy structure, carbon reduction performance, resource recycling, full-staff participation, and supply chain coordination.

In terms of energy structure, as of 2025, installed PV capacity has reached 175.8 MW, generating 146,468.2 MWh of electricity in 2025, equivalent to a reduction of 77,716.03 tonnes of CO2; renewable electricity accounts for 36.14% of electricity used in production and manufacturing, achieving the "30% by 2030" target five years ahead of schedule.

In terms of carbon reduction performance, carbon emission intensity per vehicle produced in 2025 fell by 18.92% year on year; green business travel has achieved an annual emission reduction of 1,162.4 tonnes of CO2 across all employees.

In terms of resource recycling, the recycling rate of vehicle packaging materials reaches 98.9%, the packaging circulation rate of main production lines is close to 100%, and replacing disposable packaging materials with circular liners reduces carbon emissions by more than 80 tonnes per year.

In terms of supply chain leadership, 84 core tier-1 suppliers have been incorporated into carbon traceability, carbon footprints of 7,111 components have been calculated, and the carbon emission intensity per unit of product among battery suppliers has fallen by 48.68%.

The innovation highlights are mainly reflected in three aspects:

first, institutional innovation — building a "space + behavior" dual-driven mechanism that converts carbon reduction into quantifiable and assessable user behaviors, forming a closed loop of "space management, behavior optimization, data feedback";

second, technological innovation — carbon data penetrates the entire value chain, the digital carbon management platform has obtained third-party certification, and product carbon footprints are publicly disclosed on the China Automotive Technology and Research Center (CATARC) CPP platform, providing the industry with a verifiable governance model for carbon data;

third, model innovation — as a chain-leading enterprise, it drives coordinated carbon reduction across the upstream and downstream through the carbon traceability platform and the "Sai Chain Together, New Chapter of Carbon" initiative.

成果亮点

绿色空间管理与使用者减碳成效显著，能源结构、减碳绩效、资源循环、全员参与、供应链协同全面提升。能源结构上，截至2025年，光伏装机容量已达175.8 MW，2025年发电146,468.2 MWh，相当于减排77,716.03吨CO2；可再生电力占生产制造用电比例达36.14%，较“2030年占比30%”目标提前5年达成。减碳绩效上，2025年单车生产碳排放强度较2024年下降18.92%；

绿色差旅实现全员年减排1,162.4吨CO2。资源循环上，整车包装材料循环回收率达98.9%、主生产线包装循环化率接近100%，循环内衬替代一次性包材年减碳80吨以上。供应链带动上，84家核心一级供应商纳入碳溯源、7,111个零部件完成碳足迹核算，电池供应商单位产品碳排放强度下降48.68%。

创新亮点主要体现在三方面：一是机制创新，构建“空间+行为”双轮驱动，将减碳转化为可量化、可考核的使用者行为，形成“空间管理、行为优化、数据反馈”闭环；二是技术创新，碳数据穿透全价值链，碳管理数字化平台获第三方认证，产品碳足迹在中汽数据CPP平台公示，为行业提供可核验的碳数据治理样板；三是模式创新，以链主身份通过碳溯源平台与“赛链同行 碳索新篇”倡议带动上下游协同减碳。

Project Highlights

Ecological and environmental benefits: In 2025, PV power generation totaled 146,468.2 MWh for the full year, equivalent to a reduction of 77,716.03 tonnes of CO2; green business travel reduced emissions by 1,162.4 tonnes of CO2; systematic measures such as renewable electricity, circular packaging and electric logistics have directly lowered the carbon emissions and resource consumption of production and operations, contributing to the improvement of regional environmental quality.

Social impact: The carbon traceability platform has driven 84 core tier-1 suppliers and 7,111 components to complete carbon footprint accounting, and encouraged 47.5% of suppliers to use renewable energy, achieving cross-enterprise coordinated carbon reduction.

Green office, green business travel and environmental protection training have covered tens of thousands of employees and nationwide user centers, making low-carbon behaviors a consensus across the whole workforce.

The project has been recognized with the MSCI ESG AAA rating, the 2025 China Industrial Carbon Peak "Leader" Enterprise title, national-level green factory status, Carbon-neutral plant ,and designation as a Chongqing 2025 exemplary case of green and low-carbon development, providing a replicable and verifiable demonstration model for green space governance in the automotive industry.

成果影响力

 生态环境效益：2025年全年光伏发电146,468.2 MWh，相当于减排77,716.03吨CO2；绿色差旅减排1,162.4吨CO2；以可再生力、循环包装、电动物流等系统性举措直接降低生产运营的碳排放与资源消耗，助力区域环境质量改善。                                     

   社会影响：以碳溯源平台带动84家核心一级供应商、7,111个零部件完成碳足迹核算，推动47.5%的供应商使用可再生能源，实现跨企业协同减碳；绿色办公、绿色差旅与环保培训覆盖数万名员工及全国用户中心，推动低碳行为成为全员共识；项目获MSCI ESG AAA评级、2025中国工业碳达峰“领跑者”企业、国家级绿色工厂、碳中和工厂、重庆市2025年度绿色低碳典型案例等认可，为汽车行业绿色空间治理提供可复制、可核验的示范样板。

Reviews & Honors

Seres' green space management and low-carbon practices have earned continuous recognition from authoritative institutions at home and abroad: it has received the highest MSCI ESG rating of AAA from the internationally authoritative index agency MSCI, becoming the only A-share listed automotive company to achieve this rating. The company has established the goals of "achieving carbon peak by 2030, carbon neutrality in production and operations and near-zero emissions across the entire value chain by 2045". The Super Factory (Longxing) and the Jinkang Power factory have obtained ISO 14068-1 carbon neutrality certification, and 100% of its wholly-owned factories have passed ISO 14001 environmental management system certification.

In terms of awards and honors, the company was selected as a "Leader" enterprise in China's 2025 Industrial Carbon Peak initiative; five of the Group's factories were accredited as national-level green factories; it was listed among the "2026 Enterprise Digitalization and Greening Synergistic Transformation Development Cases" jointly selected by the All-China Federation of Industry and Commerce and the Cyberspace Administration of China; it has been named a Chongqing exemplary case of green and low-carbon development for three consecutive years; and it has received such honors as the 2026 Low-Carbon Pioneer Enterprise, ESG Model Enterprise, Fortune China ESG Impact List, and Forbes China ESG 50.

Authoritative media including China.com.cn, CNR (China National Radio), and China International Radio (CRI Online) have run feature reports on Seres' green factories and supply chain carbon traceability practices, and the project, as a replicable and verifiable model of green space governance in the automotive industry, has gained broad recognition and demonstration effects.

评价与荣誉

赛力斯的绿色空间管理与低碳实践获国内外权威机构持续认可：获国际权威指数机构MSCI ESG最高评级AAA级，成为唯一获此评级的A股上市汽车企业；确立“2030年碳达峰，2045年生产运营碳中和、全价值链近零排放”目标，超级工厂（龙兴）与金康动力工厂获ISO 14068-1碳中和认证，自有工厂100%通过ISO 14001环境管理体系认证。

奖项荣誉方面，入选2025中国工业碳达峰“领跑者”企业，集团5家工厂获评国家级绿色工厂，入选全国工商联、中央网信办“2026年企业数字化绿色化协同转型发展案例”，连续三年获评重庆市绿色低碳典型案例，并获2026年度低碳先锋企业、ESG典范企业、《财富》中国ESG影响力榜、福布斯中国ESG 50强等荣誉。

中国网、央广网、国际在线等权威媒体对赛力斯绿色工厂与供应链碳溯源实践进行专题报道，项目作为汽车行业绿色空间治理的可复制、可核验样板，获广泛认可与示范效应。