2024年移动净零报告（英）_市场营销策划_2024年市场报告-3月第4周_【2024研报】重点报告.docx

GSMAMobileNetZero2024StateoftheIndustryonClimateActionGSMAIntelligenceTheGSMAisglobalorganisationunifyingthemobileecosystemtodiscover,developanddeliverinnovationfoundationaltopositivebusinessenvironmentsandsocietalchange.Ourvisionistounlockthefullpowerofconnectivitysothatpeople,industryandsocietythrive.Representingmobileoperatorsandorganisationsacrossthemobileecosystemandadjacentindustries,theGSMAdeliversforitsmembersacrossthreebroadpillars:ConnectivityforGood,IndustryServicesandSolutions,andOutreach.ThisQCtiV计yincludesadvancingpolicy,tacklingtoday'sbiggestsocietalchallenges,underpinningthetechnologyandinteroperabilitythatmakemobilework,andprovidingtheworld'slargestplatformtoconvenethemobileecosystemattheMWCandM360seriesofevents.W.FollowtheGSMAonTWi甘er:GSMAGSMAIntelligenceisthedefinitivesourceofglobalmobileoperatordata,analysisandforecasts,andapublisherofauthoritativeindustryreportsandresearch.Ourdatacoverseveryoperatorgroup,networkandMVNOineverycountryworldwide-fromAfghanistantoZimbabwe.Itisthemostaccurateandcompletesetofindustrymetricsavailable,comprisingtensofmillionsofindividualdatapoints,updateddaily.GSMAIntelligenceisreliedonbyleadingoperators,vendors,regulators,financialinstitutionsandthird-partyindustryplayerstosupportstrategicdecision-makingandlong-terminvestmentplanning.Thedataisusedasanindustryreferencepointandisfrequentlycitedbythemediaandbytheindustryitself.Ourteamofanalystsandexpertsproduceregularthought-leadingresearchreportsacrossarangeofindustrytopics.infoContentsForeword4ExecutiveSummary1. NetZeroArnb计ion7Climatetargets9GSMAClimateActionTaskforce132. Trackingprogressonclimateaction14Understandingclimaterisksandopportunities15Mobileindustryemissions173. Emissionsfrommobileoperators20Operationalemissions21Electricityuse22Energyefficiency24Renewableenergy264. Emissionsfromsupplychainsandcustomers27Scope3emissions28Circulareconomy305. Adaptationandresilience32Enhancingtheclimateresilienceofnetworks33Enablingclimateresilience34TheGSMAInnovationFundforClimateResilienceandAdaptation2.0356. Enablingclimateaction36Enablingemissionreductions37EuropeanGreenDigitalCoalition387. Recommendationstoaccelerateprogress398. Regionalinsights42AsiaPacific43Europe44GreaterChina451.atinAmerica46MiddleEastandNorthAfrica47NorthAmerica48Sub-SaharanAfrica49Annex:Methodology50Datasources5114678ForewordWeentered2024againstthebackdropofunprecedentedclimatechallengesaffectingpeopleandbusinessesandcascadingtoallaspectsofsociety.Inresponse,thecollectiveresolveforchange,bothinbusinessandsociety,ismorepalpablethanever.Weareproudofthecontinuouseffortsmadebythemobileindustryand,sincewesetourambitiousgoalofachievingnetzeroemissionsby2050in2019,mobileoperatorshavetakendecisiveaction.Animpressive70-oralmosthalfofglobalmobileconnections-havecommittedtonear-termsciencebasedtargets.Asweunveilthefourthannualassessmentoftheindustry'sprogresstowardsthisnetzerogoal,itisevidentthat,althoughchallengesremain,significantstrideshavebeenmade.Despitetheglobalsurgeindatademandandcoverage,emissionsfromoperatorsfellby6%between2019and2022.Severalregionshavewitnessedtangiblereductions,withEuropeleadingthechargewitharemarkable50%decrease.Butthejourneyaheaddemandsaccelerationandreplicationofsuccessacrossallregionsandsectors.Withthree-quartersofthemobileindustry'scarbonemissionsstemmingfromtheScope3valuechain,engagingsuppliersandcustomersbecomescrucial.Thenecessityofcircularity,ofboostingreuse,repairandrecyclingofmobilephonesandnetworkequipment,hasbeenunderscoredbythecircularitytargetsthatweannouncedinJune2023-andwhichhavealreadybeenadoptedby15operatorsworldwide.Importantlyzcollaborationemergesasthelinchpinforsuccess.With70operatorspubliclydisclosingtheirclimateimpactsandagrowingnumberjoiningtheGSMAClimateActionTaskforce,theindustryiswitnessinganunprecedentedlevelofcollectiveactionandtransparency.Similarly,ourengagementwiththepublicsector,governmentsandinternationalinstitutionstocollaborateonclimateactionkeepsonexpanding.AtCOP28zwejoinedforceswithotherdigitalecosystemplayerstoraiseawarenessoftheenablingpowerofconnectivitytoaddressclimatechallenges.We-alongside120nationsandaresoundingchorusofprivatesectorvoices-joinedthecalltotriplerenewablescapacityanddoubleenergyefficiencyprogressby2030.Webelievethatgreatercollaborationwillresultingreateropportunitiesforsystemicchanges,andwearecommittedtosupportingourmembersonthisjourneytowardsasustainabledigitalfuture.AlixJagueneauHeadofExternalAffairs,GSMA12345678ExecutiveSummaryClimateactioncontinuestobeakeypriorityforthemobileindustry.In2019zthemobileindustrysetagoaltoreachnetzeroby2050,becomingoneoft