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　　随着全球汽车电动化的转型，作为电动汽车的核心零部件，动力电池也成为了全球汽车工业的核心。而最近几年中，随着电动汽车的爆发式增长，动力电池的供应稳定，也遭遇了不小的挑战。 日前，据报道，全球电动汽车行业在应对芯片短缺的同时或将面临下一项挑战。 据美国银行发布的一份全球研究报告，EV电池供应最早将在2025年面临耗尽的风险，而来自中国的一家主要供应商也表示，EV需求的不断增长以及原材料供应问题或将导致未来电池供应趋紧。 美银报告显示，根据该行EV电池供需模型推算，全球EV电池供应可能会在2025-2026年之间出现完全耗尽的局面，届时各供应商的产能利用率基本都会超过85%。 供应短缺在很大程度上是需求迅速增长的结果，而市场对电动汽车的普及程度在短期内还没有做好准备。 该行在报告中指出，根据目前公布的产能，美银预测到2030年，全球电动汽车电池的产能必须提升至121%左右才能满足需求，这意味着电池行业在未来2-3年可能会启动另一轮大规模投资。 此外，蜂巢能源董事长杨红新在接受采访时表示，“在芯片短缺结束时，电动汽车行业面临的主要供应短缺将来自电池。未来几年的电池产能可能会吃紧，因为扩张需要时间。”

　　“Billions of better decisions” highlights the role of Industrial IoT solutions in reaching sustainability goals while empowering the industrial workforce

　　International survey of 765 decision-makers reveals that while 96 percent believe digitalization is “essential to sustainability,” just 35 percent have implemented Industrial IoT solutions at scale

　　2 percent of companies are increasing investment in Industrial IoT specifically to address sustainability aims

　　ABB today released the findings of a new global study1 of international business and technology leaders on industrial transformation, looking at the intersection of digitalization and sustainability. The study, “Billions of better decisions: industrial transformation’s new imperative,” examines the current take-up of the Industrial Internet of Things (IoT) and its potential for improving energy efficiency, lowering greenhouse gas emissions and driving change. The goal of the new ABB research is to spur discussion within industry regarding opportunities to leverage the Industrial IoT and empower companies and workers to make better decisions that can benefit both sustainability and the bottom line.

　　“Sustainability goals more and more are a crucial driver of business value and company reputation, and Industrial IoT solutions are playing an increasingly important role in helping enterprises achieve safe, smart and sustainable operations,” said Peter Terwiesch, President of ABB’s Process Automation business area. “Unlocking insights hidden in operational data holds the key to enabling literally billions of better decisions throughout industry and acting upon them, with significant gains in productivity, reduced energy consumption and lower environmental impact.”

　　The study, commissioned by ABB, found that an organization’s “future competitiveness” is the single greatest factor – cited by 46 percent of respondents – in industrial companies’ increased focus on sustainability. Yet while 96 percent of global decision-makers view digitalization as “essential to sustainability,” only 35 percent of surveyed firms have implemented Industrial IoT solutions at scale. This gap shows that while many of today’s industrial leaders recognize the important relationship between digitalization and sustainability, the adoption of relevant digital solutions to enable better decisions and achieve sustainability goals needs to accelerate in sectors like manufacturing, energy, buildings and transport.

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　　Win-win scenarios with the Industrial IoT

　　With 63 percent of executives surveyed strongly agreeing that sustainability is good for their company’s bottom line, and 58 percent also strongly agreeing it delivers immediate business value, it’s clear that sustainability and traditional priorities of Industry 4.0 efforts – speed, innovation, productivity, efficiency, customer-centricity – are increasingly intertwined, opening up win-win scenarios for companies looking to drive efficiency and productivity while making strides on climate change.

　　“The International Energy Agency2 estimates that industry accounts for more than 40 percent of global greenhouse gas emissions today,” said Terwiesch. “If we are to reach climate objectives such as the UN’s Sustainable Development Goals and the Paris Agreement, industrial organizations need to implement digital solutions as part of their sustainability strategies. Embracing these technologies at all levels – from the boardroom to the facility floor – is key, as every member of the industrial workforce can become a better decision-maker when it comes to sustainability.”

　　ABB innovations for sustainability

　　ABB is committed to leading with technology to enable a low-carbon society and a more sustainable world. Over the past two years, ABB has reduced greenhouse gas emissions from its own operations by more than 25 percent. As part of its Sustainability strategy 2030, ABB expects to be fully carbon neutral by decade’s end and to support its global customers in reducing their annual CO2 emissions by at least 100 megatons by 2030, the equivalent of removing 30 million combustion cars from the roads each year.

　　ABB’s investments in digital capabilities are core to this commitment. With more than 70 percent of ABB’s R&D resources dedicated to digital and software innovations, and a robust ecosystem of digital partners, including Microsoft, IBM and Ericsson, the company has established a leading presence in Industrial IoT.

　　The ABB AbilityTM portfolio of digital solutions enables a host of industrial use cases to power improvements in energy efficiency, resource conservation and circularity, including condition monitoring, asset health and management, predictive maintenance, energy management, simulation and virtual commissioning, remote support and collaborative operations. Examples of ABB’s more than 170 Industrial IoT solutions include ABB AbilityTMGenix industrial analytics and AI suite; ABB AbilityTM Energy and Asset Manager; ABB AbilityTMCondition Monitoring for Powertrains; and ABB AbilityTM Connected Services for industrial