汽車原始設備製造商和電池價值鏈：全球和區域環境、社會和治理 (ESG) 要求：應對措施和策略（至 2040 年）

<2026> Automotive OEMs and the Battery Value Chain: Response Status and Strategy to Global and Regional ESG Requirements (~2040)

出版日期: 2026年06月23日 | 出版商:

SNE Research | 英文 174 Pages | 商品交期: 請詢問到貨日

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簡介目錄

向電動出行的轉型已將環境、社會和管治(ESG) 績效從單純的自願性報告活動轉變為市場准入的必要條件。隨著碳排放法規、人權實質審查和循環經濟規則在主要市場具有法律約束力，汽車製造商再也不能將永續性僅視為揭露事項。如今，汽車製造商需要對監管機構和投資者課責，即使是在電池供應鏈上游發生的、他們既不擁有也不直接控制的環節。

作為回應，課責被下推至供應鏈下游。汽車製造商正將監管義務和投資者審查轉化為採購合約條款，並逐級遞進，從一級供應商直至原料開採地。為了維持供應商地位，各級供應商越來越需要證明其所供應產品的碳足跡、來源、回收成分以及檢驗的資訊披露。換言之，ESG（環境、社會和治理）課責不再由供應商發起，也不再作為自願承諾向上傳遞，而是由整車製造商（OEM）發起，並作為採購要求向下傳遞。

隨著電動車普及率和電池需求在各大主要地區持續成長，受這些因素影響的市場規模龐大且持續成長。因此，需要遵守汽車製造商環境、社會和治理（ESG）要求的供應商群體也在逐年擴大，其對供應鏈所有參與者的重要性日益凸顯。

本報告檢驗了這些要求如何滲透到整個價值鏈，以及由此產生的風險往往集中在哪些環節。報告分析了歐洲、美國、中國和韓國的全球監管環境，概述了主要汽車製造商的ESG（環境、社會和治理）定位，並基於一系列來自整個供應鏈的案例研究，提出了電池、材料、前驅體和回收等環節的分階段應對策略。

本報告的分析並非對目標的雄心進行排名，而是提出了一系列更實際的問題：在價值鏈的哪個環節真正實施了具有法律約束力的要求？哪些環節反應最迅速，哪些環節反應滯後？哪些因素區分了能夠維持在OEM供應鏈中地位的公司和無法維持地位的公司？本報告揭示了這一界限的分類及其原因。

我們希望這份報告能為電池製造商、正極材料及前驅體供應商、回收商、OEM採購和永續發展團隊以及投資者提供實用參考，幫助他們了解採購風險的集中領域以及如何為即將到來的監管里程碑做好準備。基於本文提供的證據，將經過檢驗的數據視為基礎設施而非成本的企業，將獲得永續的競爭優勢。

The transition to electric mobility has turned environmental, social, and governance performance from a voluntary reporting exercise into a binding condition of market access. As carbon regulation, human-rights due diligence, and circularity rules take legal force across major markets, automakers can no longer treat sustainability as a matter of disclosure alone. They are now accountable, to regulators and investors alike, for conditions created far upstream in the battery supply chain, at stages they neither own nor directly control.

In response, accountability has been pushed back onto the supply chain. Automakers translate regulatory obligation and investor scrutiny into contractual procurement conditions that cascade from Tier 1 suppliers down toward the point of raw-material extraction. Every tier is increasingly obliged to substantiate the carbon, origin, recycled content, and verified disclosure of what it supplies in order to retain access. ESG accountability, in other words, no longer originates with the supplier and travels upward as a voluntary claim. It originates with the OEM and travels downward as a procurement requirement.

The market governed by these conditions is large and still expanding, as EV adoption and battery demand continue to grow across every major region. The supply base to which OEM ESG requirements now attach is therefore widening year on year, raising the stakes for every participant in the chain.

This report examines how those requirements propagate across the value chain and where the resulting risk tends to concentrate. It works through the global regulatory landscape across Europe, the United States, China, and Korea, profiles the ESG positioning of leading automakers, sets out stage-by-stage response strategies for the battery, materials, precursor, and recycling segments, and grounds the analysis in a series of company case studies drawn from across the chain.

Rather than rank ambition, the analysis asks a more practical set of questions. Where along the chain do the binding requirements actually sit, which stages are responding fastest and which are falling behind, and what separates the companies that will keep their place in OEM supply chains from those that will not. The report sets out where that line is being drawn and why.

We hope this report serves battery makers, cathode and precursor suppliers, recyclers, OEM procurement and sustainability teams, and investors as a practical reference for understanding where procurement risk concentrates and how to prepare for the regulatory milestones ahead. The durable advantage, on the evidence assembled here, will favor those who treat verified data as infrastructure rather than cost.

1. Overview

1.1 Report Objectives and Scope
1.2 Market Status and Outlook (~2040)
1.3 OEM ESG Requirement Cascade and Supply Chain Response Framework
1.4 Value Chain Boundary and Scope 1/2/3 Definition
1.5 OEM ESG Hotspot Overview

2. Structure of OEM ESG Requirements and Supply Chain Impact

2.1 Classification of OEM Requirements
2.2 How ESG Requirements Reach Suppliers
2.3 Value Chain Trade-offs and Conflicts

3. Global ESG Policies and Regulatory Landscape

3.1 Global ESG Regulatory Megatrends
3.2 Europe
3.3 United States
3.4 China
3.5 Korea
3.6 Summary

4. ESG Risk Analysis Across the Value Chain

4.1 Environmental Risks
4.2 Social Risks
4.3 Governance Risks
4.4 ESG Hotspot Radar

5. OEM ESG Deep-Dive Analysis

5.1 Tesla
5.2 Volkswagen
5.3 Hyundai Motor Company
5.4 BYD
5.5 BMW
5.6 Mercedes-Benz
5.7 OEM ESG Comparison

6. Supply Chain Response Strategies

6.1 Supply Chain Response Framework
6.2 Battery Manufacturers
6.3 Cathode Manufacturers
6.4 Precursor and Refining
6.5 Recycling Companies
6.6 Data and Audit Infrastructure

7. Company Case Studies

7.1 Battery Companies
- 7.1.1 LG Energy Solution
- 7.1.2 CATL
- 7.1.3 Samsung SDI
7.2 Cathode Companies
- 7.2.1 POSCO Future M
- 7.2.2 EcoPro
- 7.2.3 BASF
7.3 Precursor and Refining Companies
- 7.3.1 CNGR Advanced Material
- 7.3.2 EcoPro Materials
7.4 Recycling Companies
- 7.4.1 SungEel HiTech
- 7.4.2 Umicore
- 7.4.3 Redwood Materials
- 7.4.4 Huayou Recycling