“2026可持续全球领导者大会”于10月20日-22日在上海召开。在21日上午的 “极端气候与区域响应” 论坛上，中国欧盟商会牵头联合主办“让气候治理成为全球共同发展的契机”圆桌对话，四位欧盟企业嘉宾代表分享了经验。他们是：

　　孙超(Sean Sun),贝卡尔特钢帘线事业部高级副总裁、北亚区负责人

　　齐裴修（Patrik Ziman）,勃林格殷格翰大中华区首席财务官

　　谢柏勤（Jakob Jeppesen）,DSV亚太区首席执行官（空运及海运）

　　弗朗切斯科·朱利亚诺（Francesco Giuliano）,倍耐力亚太区首席技术官

　　主持人：祁恬田，中国欧盟商会高级商务经理与可持续商业奖项负责人

　　以下是贝卡尔特钢帘线事业部高级副总裁、北亚区负责人孙超(Sean Sun)分享的核心观点：

　　1.How do you view climate governance as a potential growth engine rather than a constraint, and how is your company navigating increasingly complex climate risks and sustainability challenges? What have you achieved, and how do you maximise impact?

　　Bekaert founded in 1880, with its headquarters in Belgium, Bekaert (Euronext Brussels, BEKB) is a global company whose 19 000 employees worldwide together generated € 3.7 billion in consolidated sales in 2025. Bekaert reinforces 1 in 4 tires worldwide, setting industry standards for 70+ years. Through cutting-edge innovations like Elyta®—our next-generation reinforcement technology—we push boundaries to deliver stronger, lighter, and more sustainable tires.

　　For Bekaert Rubber Reinforcement, climate governance is not a constraint—it is a growth engine. Lightweight, low-carbon steel cord enables more sustainable mobility: it improves tire performance, supports EV range, and reduces rolling resistance. We navigate climate risks—carbon pricing, raw material volatility, regulatory fragmentation—by embedding them into our enterprise risk management and capital allocation.

　　We have already reduced CO2 intensity through renewable electricity, energy efficiency, and increased use of recycled steel. We have launched low-carbon steel cord and improved product carbon footprint traceability. To maximise impact, we partner with tire makers and OEMs, invest in R&D, and scale circularity across the value chain.

　　翻译：

　　您如何看待气候治理可以成为增长引擎而非发展约束？贵公司如何应对日趋复杂的气候风险与可持续发展挑战？目前取得了哪些成果，又将如何放大价值影响？

　　贝卡尔特 1880 年成立，总部位于比利时，在布鲁塞尔泛欧交易所上市（股票代码 BEKB），是一家全球化企业。2025 年，全球 19000 名员工合计实现合并营收 37 亿欧元。全球每四条轮胎中，就有一条采用贝卡尔特的增强材料，七十余年来持续引领行业标准。依托 Elyta® 这类新一代增强技术等前沿创新，我们不断突破技术边界，打造强度更高、重量更轻、可持续性更强的轮胎产品。

　　对贝卡尔特橡胶增强业务而言，气候治理不是约束，而是增长引擎。轻量化低碳钢帘线助力可持续出行：既能提升轮胎性能、延长电动汽车续航里程，还可以降低滚动阻力。面对碳定价、原材料价格波动、各地法规不一等气候相关风险，我们将其纳入企业风险管理体系与资本配置流程统筹应对。

　　我们已经通过使用可再生电力、提升能源效率、提高再生钢使用比例，降低了二氧化碳排放强度；推出了低碳钢帘线产品，并完善了产品碳足迹溯源能力。为最大化影响力，我们与轮胎厂商和整车厂开展合作，持续投入研发，在整条价值链上推广循环模式。

　　2.Decarbonizing steel cord requires significant upfront investment, green-steel premiums and long-term customer commitments. As a leader, how do you balance short-term P&L performance with long-term sustainability ambitions? What internal carbon price, payback criteria or risk-sharing model would you use to make low-carbon steel cord investable?

　　We balance short-term P&L with long-term ambition by treating decarbonization as a strategic investment, not a cost. Bekaert has allocated budget for sustainability capex projects. Therefore, we plan to prioritize projects for capex allocation year-by-year. To do so we use the MACC(marginal abatement cost curve， MACC), a methodology that balances capex, opex and CO2.

　　•Example: an energy efficiency project in a country with high utility prices will rank higher than the exact same project in a country with lower utility prices, because of higher opex savings. Therefore we want to prioritize it

　　•Example: Electrifying an oven could rank highly if one would only look at capex and CO2. However, when opex comes also in play the rank typically gets worse as in general electricity is more expensive than gas (so worse opex)

　　We accept longer payback periods, typically 5-7 years, for strategic decarbonization projects when they are backed by customer commitments.

　　We share risk through joint development agreements, green steel offtake contracts, and cost-sharing with customers. We also sequence investments: first renewable electricity and energy efficiency with quick paybacks; then green steel and breakthrough technologies. This makes low-carbon steel cord investable while protecting near-term performance.

　　翻译：

　　钢帘线脱碳需要大额前期投入、承担绿色钢溢价，还离不开客户的长期承诺。作为行业领先企业，贵公司如何平衡短期损益表现与长期可持续发展目标？会采用何种内部碳价、回报周期标准或者风险共担模式，让低碳钢帘线项目具备投资可行性？

　　我们把脱碳视作一项战略投资而非单纯成本，以此平衡短期经营利润和长期发展愿景。贝卡尔特已经为可持续发展资本开支项目划拨专项预算，每年按优先级安排资本投放。决策工具采用边际减排成本曲线（MACC），这套方法综合权衡资本开支、运营成本与二氧化碳减排效益。

　　・举例：在能源价格较高国家落地的能效项目，相比在低电价国家的同类项目，因为可以节约更多运营成本，优先级更高，我们会优先推进。

　　・举例：单看资本投入和减排效果，加热炉电气化项目评分会很高；但纳入运营成本后，排名通常会下降，原因是电力成本普遍高于燃气，推高运营支出。

　　对于有客户承诺支撑的战略性脱碳项目，我们可以接受更长的投资回报周期，一般为 5 至 7 年。

　　我们通过联合开发协议、绿色钢包销合同、和客户共担成本等方式分摊风险。同时采用分阶段投资策略：优先布局回报快的可再生电力、能效改造项目，再逐步投入绿色钢材与前沿技术研发。这套方式既保障低碳钢帘线项目可落地投资，也守住短期经营业绩。

　　3.Looking ahead, what is your company's vision for accelerating climate governance and creating lasting impact? Within one minute.

　　Looking ahead, our vision is clear: Bekaert Steel Cord will be the partner of choice for sustainable tire reinforcement. By 2030, we will significantly cut CO2 intensity, scale low-carbon steel cord, and enable a circular, traceable value chain. We will innovate, use renewable energy and green steel, and partner across the value chain. Climate governance is our growth engine. Together, we will decarbonize the tire—one cord at a time.

　　翻译：

　　面向未来，贵公司在加快推进气候治理、打造长期价值方面有怎样的愿景？（回答时长控制在一分钟内）

　　展望未来，我们的愿景十分清晰：贝卡尔特钢帘线业务将成为可持续轮胎增强材料领域的首选合作伙伴。到 2030 年，我们将大幅降低碳排放强度，扩大低碳钢帘线量产规模，建成可溯源的循环价值链。我们坚持技术创新，使用可再生能源与绿色钢材，联动价值链各方协同发力。气候治理是我们的增长引擎。携手同行，我们将从一根钢帘线做起，一步步实现轮胎产业链脱碳。