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福建宁德，电池工厂的产线已经跑到 TWh级（太瓦时级）出货规模。宁德时代在8月17日宣布，公司截至2025年底实现核心运营碳中和，并称自己是全球唯一在这一出货规模下实现该目标的电池企业。核心运营，指企业自身生产和运营环节；对电池厂来说，主要是工厂用电和热能带来的排放。
In Ningde, Fujian, battery-factory production lines are already operating at a TWh-level (terawatt-hour-level) shipment scale. On August 17, CATL announced that it had achieved carbon neutrality for its core operations by the end of 2025, saying it was the only battery manufacturer in the world to achieve this goal at that shipment scale. Core operations refer to a company’s own production and operating activities; for a battery factory, this primarily means emissions from factory electricity use and thermal energy.
这不是一座停下来的样板工厂。宁德时代称，2025年生产电池748GWh，2022年至2025年锂离子电池销量增长2.3倍。
This is not a model factory that has stopped operating. CATL said it produced 748GWh of batteries in 2025, while lithium-ion battery sales grew 2.3 times from 2022 to 2025.
截至2025年底，公司20家电池工厂通过ISO 14068-1碳中和认证，核心运营使用零碳电力的比例达到100%。自2023年以来，公司累计使用超过180亿千瓦时零碳电力，生产基地单位产品能耗较2022年下降28%，碳排放强度两年下降约77%，累计减碳超过1000万吨二氧化碳当量。\n\n宁德时代把这套做法落进了一套名为“时代碳链”的管理工具。公司表示，团队梳理了近40道电池生产工序和上游物料，建立超过1000项产品与原材料模型，并将平台延伸至矿产开采、原料精炼、材料合成和部件制造。目前，平台已完成超过100家核心一级供应商的碳数据核算。\n\n真正更大的缺口在工厂之外。宁德时代称，其产品全生命周期超过80%的碳排放来自供应链，供应链排放总量超过核心运营的5倍。因此，公司把2035年的目标设为从矿产资源到电池成品的价值链碳中和，并围绕原材料研发、原材料生产、物流运输和回收四个环节制定行动计划，同时启动与30家核心供应商的深度协同。\n\n这对具体企业意味着，低碳不再只是工厂自己的账。宁德时代计划发布绿色采购指南，把碳足迹、可再生能源比例和单位产品能耗纳入供应商准入与审核。对供应商来说，能否提供可追溯的碳数据，可能影响合作；对宁德时代来说，供应链才是决定产品整体碳足迹的主战场。欧盟预计在2027年至2028年间逐步实施电池碳足迹限制，中国也已宣布自2026年启动新能源汽车动力电池产品碳足迹报告试点。上述减排数据和目标均由宁德时代披露，独立机构的全面复核仍有待公开。
By the end of 2025, 20 of the company’s battery factories had passed ISO 14068-1 carbon-neutrality certification, and the share of zero-carbon electricity used in core operations had reached 100%. Since 2023, the company has used more than 18 billion kWh of zero-carbon electricity in total. Energy consumption per unit of product at its production bases fell 28% from 2022, carbon-emissions intensity declined by approximately 77% over two years, and cumulative emissions reductions exceeded 10 million tonnes of carbon dioxide equivalent.
CATL has incorporated this approach into a management tool called “CATL Carbon Chain.” The company said its team had mapped nearly 40 battery-production processes and upstream materials, created more than 1,000 product and raw-material models, and extended the platform to mining, raw-material refining, material synthesis and component manufacturing. To date, the platform has completed carbon-data calculations for more than 100 core tier-one suppliers.
The bigger gap lies outside the factory. CATL said that more than 80% of the carbon emissions across its products’ lifecycles come from the supply chain, whose total emissions exceed those of core operations by more than five times. The company has therefore set a 2035 target of carbon neutrality across the value chain, from mineral resources to finished batteries. It is developing action plans covering four areas—raw-material research and development, raw-material production, logistics and transportation, and recycling—while also launching in-depth collaboration with 30 core suppliers.
For individual companies, this means that low-carbon performance is no longer just the factory’s own responsibility. CATL plans to issue green-procurement guidelines that will incorporate carbon footprints, renewable-energy shares and energy consumption per unit of product into supplier admission and audits. For suppliers, the ability to provide traceable carbon data could affect cooperation; for CATL, the supply chain is the main battleground determining a product’s overall carbon footprint. The European Union is expected to gradually implement battery carbon-footprint restrictions between 2027 and 2028, while China has announced that it will launch a carbon-footprint reporting pilot for new-energy-vehicle power-battery products in 2026. All of the emissions-reduction data and targets above were disclosed by CATL; a comprehensive independent review has yet to be made public.