Introduction

This week's two developments at the enterprise level reflect the pragmatic steps of Chinese enterprises in the carbon neutrality and smart intelligence tracks from different perspectives. On one hand, CATL has continuously broken through with the Global Battery Alliance (GBA) battery passport, pushing the sustainable data transparency of the new energy industry chain to a new height; On the other hand, Zhaoyi Innovation injected energy-saving and efficient chip energy into industrial control and embodied intelligence with a full stack chip solution at the Industry Expo. The two may seem to belong to different industries, but they are highly aligned on the main line of "driving low-carbon transformation with intelligent means", jointly outlining a clear path for enterprises to actively embrace carbon peak and carbon neutrality goals. This also indicates that green low-carbon and smart intelligence have never been separate issues, but rather two sides that promote and empower each other: smarter technology often means less energy consumption and higher efficiency.

Analysis 1: Battery passport opens a transparent window for carbon neutrality across the entire value chain



引言

本周企业层面的两则动态，从不同切面折射出中国企业在碳中和与智慧智能赛道上的务实步伐。一端，宁德时代以全球电池联盟(GBA)电池护照的连续突破，把新能源产业链的可持续数据透明推向新高度；另一端，兆易创新在工博会上以全栈芯片方案，为工业控制与具身智能注入节能高效的芯动能。两者看似分属不同产业，却在“以智慧化手段驱动低碳化转型”这一主线上高度契合，共同勾勒出企业主动拥抱碳达峰、碳中和目标的清晰路径。这也说明，绿色低碳与智慧智能从来不是割裂的议题，而是相互促进、彼此赋能的一体两面：更聪明的技术，往往意味着更少的能耗与更高的效率。

分析一：电池护照打开全价值链碳中和的透明窗口



The Global Battery Alliance (GBA)'s 2026 battery passport pilot program covers nearly 80% of battery cell manufacturers worldwide, and is an important public infrastructure for the sustainable development of the new energy industry. As the only battery company in the world to have released products for three consecutive periods, CATL has achieved complete coverage of ESG data for the entire value chain of its batteries, from mining, refining, materials, cells to battery packs. The significance of this practice goes beyond the compliance and disclosure of the enterprise itself: GBA Battery Passport, through standardized methodology, monitors, quantifies, and verifies the ESG performance of batteries throughout their entire lifecycle, filling the gap in sustainable regulation and data transparency in the global new energy industry chain. For downstream vehicle manufacturers, energy storage operators, and even recycling processes, traceable and verifiable battery carbon footprint data means more scientific carbon reduction decisions and more efficient resource recycling. More noteworthy is that CATL has achieved core operational carbon neutrality under TWh level shipment scale and fully launched the 2035 full value chain carbon neutrality action, demonstrating the demonstration effect of leading enterprises driving upstream and downstream collaborative carbon reduction, and also establishing confidence in the industry that "scale and low-carbon can be achieved at the same time".

Analysis 2: Smart chips provide underlying support for industrial energy conservation and consumption reduction

Zhaoyi Innovation showcased its full stack solutions with diverse product lines including MCU, analog, and storage at the 26th China International Industry Expo (booth number 8.1H C055), focusing on two major directions: industrial control and embodied intelligence. On the industrial application side, its industrial servo solution based on GD32H77E series MCU and 100V/2A synchronous buck converter solution based on GD30DC1902WGTR-I directly point to energy efficiency optimization of high-precision motion control and power supply response; The traveling wave ranging reference scheme based on GD30AD3584 provides support for precise operation and maintenance in power and other scenarios. For human-machine collaboration scenarios, its functional safety software testing library supporting GD32H7, GD32F5, GD32G5 and other series has passed IEC 61508 certification, providing a safe and reliable landing guarantee for intelligent manufacturing. Upgrading equipment with more efficient and secure chips is essentially using smart intelligence to improve the energy and resource efficiency of unit output, which is in line with energy conservation, environmental protection, and low-carbon production. Every optimization of control algorithms and drop in standby power consumption per watt are accumulating micro kinetic energy for industrial carbon peak.



全球电池联盟(GBA)2026 年电池护照试点涵盖全球近 80% 产量规模的电芯制造商，是新能源产业可持续发展的重要公共基础设施。宁德时代作为全球唯一连续三期均有产品发布的电池企业，其电池实现了从矿端、精炼、材料、电芯到电池包的全价值链 ESG 数据完整覆盖。这一实践的意义不止于企业自身的合规与披露：GBA 电池护照通过标准化方法论，监测、量化并验证电池全生命周期的 ESG 表现，填补了全球新能源产业链在可持续监管与数据透明度上的空白。对下游整车厂、储能运营商乃至回收环节而言，可追溯、可验证的电池碳足迹数据，意味着更科学的减碳决策与更高效的资源循环。更值得关注的是，宁德时代已在 TWh 级出货规模下达成核心运营碳中和，并全面启动 2035 年全价值链碳中和行动，展现出龙头企业带动上下游协同减碳的示范效应，也为行业树立了“规模与低碳可以兼得”的信心。

分析二：智慧芯片为工业节能降耗提供底层支撑

兆易创新携 MCU、模拟、存储等多元产品线的全栈方案亮相第 26 届中国国际工业博览会（展位号 8.1H C055），聚焦工业控制与具身智能两大方向。在工业应用侧，其基于 GD32H77E 系列 MCU 的工业伺服方案、基于 GD30DC1902WGTR-I 的 100V/2A 同步降压转换器方案，直接指向高精度运动控制与电源功率响应的能效优化；基于 GD30AD3584 的行波测距参考方案，则为电力等场景的精准运维提供支撑。面向人机协作场景，其支持 GD32H7、GD32F5、GD32G5 等系列的功能安全软件测试库通过 IEC 61508 认证，为智能制造的安全可靠落地保驾护航。以更高效、更安全的芯片支撑装备升级，本质上是用智慧智能提升单位产出的能源与资源效率，与节能环保、低碳生产一脉相承——每一次控制算法的优化、每一瓦待机功耗的压降，都在为工业碳达峰积累微观动能。



Outlook: Collaboration and dialogue will amplify the synergy of low-carbon transformation

Two news reports remind us that carbon peaking and carbon neutrality are not just a single step of emission reduction, but a systematic engineering that runs through the entire life cycle of research and development, manufacturing, supply chain, and products. When leading companies use battery passports to promote data transparency in the industrial chain, and chip companies use intelligent solutions to improve industrial energy efficiency, the value of carbon neutrality dialogue and collaboration platforms between enterprises becomes increasingly prominent - sharing standards, sharing methodologies, and jointly building sustainable supply chains will converge single point breakthroughs into industry synergy. Looking ahead to the future, the continuous penetration of digitization and intelligence is expected to make the low-carbon actions of green space users more quantifiable and collaborative, and also extend the concept of low-carbon living from industrial practice to social life, forming a positive cycle. From the full carbon footprint of a battery to the subtle improvement of industrial energy efficiency by a chip, the small actions of enterprises are converging into a solid foundation for the "dual carbon" goal. It can be foreseen that with the maturity of carbon neutral dialogue and collaboration platforms among enterprises, mutual recognition of standards, data exchange, and experience sharing will significantly lower the threshold for green transformation in various industries, allowing more small and medium-sized enterprises to easily participate in low-carbon actions. At the same time, the growth of the green space user group and the popularization of low-carbon living concepts will further open up a virtuous cycle between the industrial and consumer ends. We look forward to more enterprises joining this smart driven low-carbon collaborative action, and writing a new chapter of green and high-quality development together with an open and collaborative attitude.



展望：协同与对话将放大低碳转型合力

两则新闻提示我们，碳达峰、碳中和并非单一环节的减排，而是贯穿研发、制造、供应链与产品全生命周期的系统工程。当龙头企业以电池护照推动产业链数据透明，当芯片企业以智能方案提升工业能效，企业间碳中和对话与协作平台的价值便愈发凸显——共享标准、共用方法论、共建可持续供应链，将把单点突破汇聚为行业合力。展望未来，数字化与智能化的持续渗透，有望让绿色空间使用者的低碳行动更加可量化、可协作，也让低碳生活理念从产业实践延伸到社会生活，形成正向循环。从一块电池的全链路碳足迹，到一颗芯片对工业能效的细微改善，企业的点滴行动正在汇聚成“双碳”目标的坚实底座。可以预见，随着企业间碳中和对话与协作平台的成熟，标准互认、数据互通与经验共享将大幅降低各行业绿色转型的门槛，让更多中小企业也能便捷地参与到低碳行动中来。与此同时，绿色空间使用者群体的壮大与低碳生活理念的普及，将进一步打通产业端与消费端的良性循环。我们期待更多企业加入这场以智慧驱动低碳的协同行动，以开放协作的姿态，共同书写绿色高质量发展的新篇章。

(Using AI translation)

（使用AI翻译）