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<h1>用零碳大法對付《新電池法》，寧德時代“出海”有招</h1> <div id="4oe4oyi" class="authorTimeSource"> <span>作者：汽車觀察</span> <span>時間：2023-10-08</span> <span>來源：汽車觀察</span> <link rel="stylesheet" type="text/css"/> <span style="float:right; width:150px;margin-right:0px; text-align:right;"> <div id="4igm44a" class="nav0"> <ul> <li style="width:150px;"><a href="javascript:void(0);"><img src="http://www.ex-cimer.com/event/action/images/icon_add_4.png" width="20" border="0" align="absmiddle" />英飛凌汽車電子生態(tài)圈</a> <ul> <li style="width:150px;text-align:center;"><img src="http://www.ex-cimer.com/event/company/images/code_2.jpg" width="150"><br />掃碼關(guān)注<br />獲取最新最全汽車電子<br />技術(shù)方案與實用技巧</li> </ul> </li> </ul> </div> </span> <span style="float:right; width:30px;margin-right:0px; text-align:right;"><a rel="nofollow">收藏</a></span> </div> <div id="au4eo4i" class="hAd4_Afinal20a_back">  <iframe id='a890e388' name='a890e388' src='https://ad.eepw.com.cn/www/delivery/afr.php?zoneid=88&cb=INSERT_RANDOM_NUMBER_HERE' 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style="text-indent: 2em; text-align: left;">國慶期間，<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/寧德時代"><em>寧德時代</em></a>全資子公司——成都市新津時代<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/新能源"><em>新能源</em></a>科技有限公司獲得全球知名認(rèn)證機(jī)構(gòu)SGS頒發(fā)的PAS2060<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/碳中和"><em>碳中和</em></a>認(rèn)證證書，正式躋身零碳工廠行列，成為繼四川宜賓工廠、時代吉利和瑞慶時代之后，<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/寧德時代"><em>寧德時代</em></a>第4家獲此認(rèn)證的零碳工廠。</p>本文引用地址：<a href="http://www.ex-cimer.com/article/202310/451248.htm">http://www.ex-cimer.com/article/202310/451248.htm</a></div><div style="text-indent: 2em; text-align: left;"><p style="text-indent: 2em; text-align: left;">在此之前，<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/寧德時代"><em>寧德時代</em></a>還于今年上半年正式發(fā)布了“零碳戰(zhàn)略”：2025年實現(xiàn)核心運(yùn)營<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/碳中和"><em>碳中和</em></a>，2035年實現(xiàn)價值鏈<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/碳中和"><em>碳中和</em></a>，并成為全球第一家實現(xiàn)碳中和的頭部<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/電池"><em>電池</em></a>企業(yè)。究竟是什么動力，促使寧德時代零碳工廠獲評數(shù)量和建設(shè)速度，在<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/新能源"><em>新能源</em></a>汽車行業(yè)遙遙領(lǐng)先？</p></div><div style="text-indent: 2em; text-align: left;"><p style="text-indent: 2em; text-align: left;">“海外合規(guī)問題仍是巨大挑戰(zhàn)”</p></div><div style="text-indent: 2em; text-align: left;"><p style="text-indent: 2em; text-align: left;">實際上，這與歐盟通過的《歐盟<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/電池"><em>電池</em></a>與廢<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/電池"><em>電池</em></a>法規(guī)》（以下簡稱《新電池法》）不無關(guān)系?！缎码姵胤ā繁徽J(rèn)為是動力電池發(fā)展史上最嚴(yán)苛的碳管理政策，或?qū)⒌贡齐姵匦袠I(yè)重新洗牌。</p></div><div style="text-indent: 2em; text-align: left;"><p style="text-indent: 2em; text-align: left;">與原有電池法相比，《新電池法》規(guī)定了電池的回收要求，包括廢舊電池收集目標(biāo)和義務(wù)以及電池原材料回收目標(biāo)等，進(jìn)一步規(guī)范了電池生產(chǎn)者的責(zé)任。其中，重點提出了對廢舊電池回收率、再生材料使用率、碳足跡和電池護(hù)照等方面的要求。</p></div><div style="text-indent: 2em; text-align: left;"><p style="text-indent: 2em; text-align: left;">毫無疑問，《新電池法》的推出和實施將對中國電池產(chǎn)業(yè)提出全新發(fā)展要求，定會帶來新的機(jī)遇和風(fēng)險。尤其是對于寧德時代這樣的龍頭企業(yè)來說，如果要想繼續(xù)保持競爭優(yōu)勢和領(lǐng)先地位，就必須認(rèn)真分析和應(yīng)對《新電池法》產(chǎn)生的影響。</p></div><div><p> “同所有走出去的企業(yè)一樣，寧德時代也會面臨海外合規(guī)問題，對此，我們形成了滾動機(jī)制，因為每個國家的規(guī)則和法律制定都是在不斷動態(tài)變化的，所以我們要全方位考慮產(chǎn)品合規(guī)、法務(wù)合規(guī)、信息安全合規(guī)、人力合規(guī)及物流合規(guī)等問題，任何一項出現(xiàn)問題都會對我們海外業(yè)務(wù)造成嚴(yán)重影響，這個挑戰(zhàn)是巨大的。”寧德時代海外售后總監(jiān)付勇在2023中國汽車出海（天津）論壇上如是說道。</p></div><div><p> 事實上，從去年開始，寧德時代就已在碳減排領(lǐng)域動作頻繁，如今伴隨《新電池法》的落地，其顯然希望能夠借此在整個動力電池供應(yīng)鏈中發(fā)揮更大主導(dǎo)作用。據(jù)悉，寧德時代還參與了電池聯(lián)盟全球首個“電池護(hù)照”試點，亦是國內(nèi)唯一一個參與這項工作的企業(yè)。</p></div><div><p> “抱團(tuán)出海一定是最好的策略”</p></div><div><p> “《新電池法》通過后，寧德時代可以與主機(jī)廠協(xié)同起來，把電池回收做到合規(guī)?！备队聫?qiáng)調(diào)，協(xié)同非常重要，抱團(tuán)出海一定是最好的策略。那么，寧德時代將如何與主機(jī)廠協(xié)同出海？其動力電池售后的短期與長期策略又是什么？</p></div><div><p> 其實，寧德時代早已成為全球最大的電動汽車電池回收商，有能力回收電池中99%以上的鎳、鈷和錳，以及90%以上的鋰。今年1月，其擬由控股子公司廣東邦普投資建設(shè)一體化新材料產(chǎn)業(yè)項目，瞄準(zhǔn)的就是國內(nèi)電池回收產(chǎn)業(yè)龍頭寶座；同年9月，又與巴斯夫合作，旨在開辟歐洲正極活性材料 (CAM) 及電池回收業(yè)務(wù)。</p><p> 自2011年成立起，寧德時代在短短12年發(fā)展歷程中，就在全球建設(shè)了13個生產(chǎn)基地和5大研發(fā)中心，包括福建寧德和廈門、江蘇溧陽、上海及德國。為繼續(xù)搶占市場份額，寧德時代還不斷開啟向外擴(kuò)張模式。</p></div><div><p> 付勇指出，寧德時代長期售后策略就是為客戶提供五心服務(wù)——誠心、省心、用心、暖心和放心，并總結(jié)其海外市場三大優(yōu)勢：第一，在海外擁有強(qiáng)大服務(wù)網(wǎng)絡(luò)，能夠提供快速的電池維修服務(wù)；第二，注重當(dāng)?shù)厝瞬排嘤?xùn)；第三，除建立正向的倉儲外，還建立了逆向的服務(wù)網(wǎng)絡(luò)。</p></div><div><p> “已在歐洲建設(shè)兩家生產(chǎn)基地”</p></div><div><p> 2001年中國剛加入世貿(mào)組織時，還沒有一家汽車及相關(guān)企業(yè)的發(fā)展規(guī)模達(dá)到《財富》世界500強(qiáng)上榜標(biāo)準(zhǔn)。到了2023年，已有9家中國汽車及相關(guān)企業(yè)上榜，座次洗牌成為此次榜單的主旋律。</p></div><div><p> 其中，上汽、一汽、東風(fēng)、北汽和長安5家車企，均出現(xiàn)排名下滑；比亞迪憑借630億美元的銷售收入，從此前第436位躍升至目前第212位，224名的提升使其成為全球排名上升幅度第2大的公司，亦是中國排名提升最多的公司；此外，廣汽集團(tuán)提升21名排名第165位，吉利微增4位排名第225位。</p></div><div><div><p style="text-align: center;"><img src="https://pics1.baidu.com/feed/d000baa1cd11728b21611d9d1cc12bc2c2fd2c8f.jpeg@f_auto?token=4cf5116a7f06c199b3a0e373553b0636" width="400" height="236"/></p></div></div><div><p> 而最受關(guān)注的當(dāng)屬首次上榜的寧德時代，憑借488億美元的銷售收入，排名第292位。另據(jù)韓國SNE Search最新統(tǒng)計數(shù)據(jù)顯示，2013年1-7月，寧德時代電池裝機(jī)量為132.9GWh，同比增長54.3%，占全球市場份的36.6%，仍是全球唯一一家市場份額超30%的電池供應(yīng)商。</p></div><div><p> 首登《財富》世界500強(qiáng)和全球斷崖式領(lǐng)先的背后，是寧德時代近年來海外市場迅猛發(fā)展的成果體現(xiàn)。據(jù)其今年上半年財報顯示，寧德時代境外電池業(yè)務(wù)營收達(dá)656.84億元，同比增長195%，境外業(yè)務(wù)已占其總營收的35%，而上年同期這一數(shù)字還不足20%。</p></div><div><p> 與此同時，中國汽車出海也已步入“新航海時代”，出海方式正逐漸從“產(chǎn)品輸出”轉(zhuǎn)變?yōu)椤肮I(yè)體系能力輸出”，從單純賣車轉(zhuǎn)變?yōu)槿a(chǎn)業(yè)鏈出海。這對于寧德時代來說，“走出去”不僅恰逢其時，還擁有非常光明的發(fā)展前景。</p></div><div><p> “當(dāng)市場有強(qiáng)烈需求，同時又符合企業(yè)戰(zhàn)略要求時，就會考慮在本地建廠?！睋?jù)付勇介紹，寧德時代已在德國和匈牙利建設(shè)2家電池生產(chǎn)基地，實現(xiàn)了本地化研發(fā)、本地化生產(chǎn)和本地化營銷，超充電池將很快在歐洲落地。</p></div><div><p> 伴隨企業(yè)質(zhì)量管理能力、全球供應(yīng)能力和國際產(chǎn)品認(rèn)證能力的不斷提升，以及在電動化和智能化等新興技術(shù)領(lǐng)域的持續(xù)突破，寧德時代在國際市場上的影響力越來越強(qiáng)。</p></div><p><br/></p></span>  <div class="s4s8o6i" id="coverDiv" class="article_reg" style="width:100%;overflow:hidden;display:none;z-index:10;position:absolute;left:0;background:#fff;"> <center> <img src="https://webstorage.eepw.com.cn/images/display/reg.jpg" border="0" usemap="#Map" /> <map name="Map" id="Map"> <area shape="rect" coords="133,235,319,253" target="_blank" /> <area shape="rect" coords="132,315,319,335" /> </map> </center> </div>  <span id="emcisay" class="hAd8"> <br></span>   </div> </article> <div id="y4gq86i" 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