Today, China and the world are facing a profound energy revolution.
It has become the consensus of all relevant industries to further promote the energy revolution and strive to achieve the dual carbon goals of carbon peak and carbon neutrality.
On December 21, at the new energy sub-forum of the Ping An Private Bank 2022 Annual Summit, relevant industry experts, industry leaders and outstanding investors discussed the development trend and investment direction of the new energy industry.
Ping An Private Bank adopts the strategy of "private banking + investment banking" and cooperates with the bank's green finance business department, digital investment banking and other public sectors to empower real enterprises.
Energy storage technology has become the core of competition in the new energy industry
Regarding the future development of new energy technologies, Liu Ke, a foreign academician of the Australian National Academy of Engineering and director of the Clean Energy Research Institute of Southern University of Science and Technology, pointed out that energy transition is an effective path to achieve carbon neutrality, and we must focus on improving the utilization rate of renewable energy such as wind energy and solar energy. , and the core of wind energy and solar energy replacing thermal power is large-scale energy storage technology.
Liu Ke shared
Therefore, in Liu Ke's view, new energy storage methods and technologies will become the core field of competition between countries and enterprises in the future, and he is optimistic about storage and transportation carriers such as green methanol.
Liu Ke also introduced the successful application cases of methanol helping Guiyang build a "green and low-carbon transportation system", and pointed out that green methanol-based fuel can be used in a wide range of fields such as automobiles, ships, and drones.
"Energy is the blood of industry. China's annual electricity consumption exceeds 8 trillion kilowatt-hours, of which more than 80% are contributed by industrial and commercial users." Hu Jiang, assistant to the president of Goldwind Technology and head of Goldwind's zero-carbon business, said at the forum that China The "30·60" dual carbon goals promised to the world ushered in another stage of rapid development of renewable energy.
Hu Jiang Shared
Hu Jiang pointed out that under the requirements of the dual carbon targets, the construction of a new power system requires both energy supply and consumption.
"On the energy supply side, the proportion of renewable energy has increased; on the energy consumption side, the electrification of terminal energy consumption will help reduce carbon emissions."
This means that the development and application of wind power and photovoltaics will effectively support the realization of global carbon reduction goals, and the intensive introduction of relevant policies will also bring opportunities and challenges to the whole society.
"From the perspective of enterprises, we can participate from two angles: one is to invest in renewable energy, and the other is to make good use of peak power, develop green power, and reduce carbon emissions." Hu Jiang said
Wind power and energy storage industry may become a future super track
Under the impetus of dual carbon targets, how do you view the investment prospects of the new energy industry?
According to Wang Hao, fund manager of Yinhua Fund, the field of carbon neutrality is bringing great opportunities for investment.
"Through 20 years of strategic layout, my country has built the world's most complete industries in electric vehicles, photovoltaics, energy storage and other industries. This is also the best long-board industry track that can be found in investment."
Wang Hao shared
Among them, China's electric vehicle industry has not only solved the energy crisis and eased the energy pressure, but also achieved curve overtaking in the manufacturing industry and has come to the forefront. It is the most dazzling star in the carbon neutral industry.
"In the past three years, electric vehicles have contributed a lot to our earnings, and now we have entered the growth period of high-quality stocks." He said.
As for the new energy of electric power, Wang Hao believes that the most important starting points are photovoltaic and wind power.
"The photovoltaic industry will always stimulate demand by reducing costs, and has the characteristics of self-acceleration. The greater the demand, the better the scale effect. Therefore, we have very optimistic expectations for the installed capacity in Europe and China next year, and the growth rate of installed capacity next year will be faster than this year. ."He said.
As for wind power, Wang Hao believes that offshore wind power, as an emerging market in wind power, may be the fastest-growing segment of new energy installed capacity in the next few years.
Zhu Yuqiang, President of the Green Finance Division of Ping An Bank, also pointed out that since the introduction of the dual carbon targets, the carbon neutral sector has shown a relatively high growth rate. Although the overall performance of the capital market is weak in 2022, related industries will still lead the way.
Among them, carbon-neutral concept sectors such as photovoltaics, energy storage, and UHV still have large excess returns; green low-carbon funds have maintained excess returns for a long time since carbon neutralization, and their performance is significantly better than that of the broader market.
Zhu Yuqiang shared online
Regarding the future investment direction, Wang Hao believes that the most explosive industry is energy storage.
"The development space of this industry is huge, and it is truly a super track comparable to electric vehicles." Wang Hao firmly believes that the future development space of the energy storage industry can bring good investment returns.
Zhu Yuqiang also said that under the background of large-scale and high-proportion development of new energy such as wind power and photovoltaics, the development of energy storage is an inevitable trend. It is estimated that the investment space for the "14th Five-Year Plan" will be more than 500 billion yuan, and the long-term space will be more than one trillion yuan.
Develop green finance and empower real enterprises with the strategy of "private banking + investment banking"
The dual carbon targets set a clear direction and goals for the transformation of the real economy, and as a strong supporter of the real economy, Ping An Bank has taken a step ahead in the practice of green finance.
According to the third quarterly report of Ping An Bank, as of the end of September 2022, the balance of green loans of Ping An Bank was 104.96 billion yuan, an increase of 51.8% from the end of the previous year, and the growth rate of green financial business was higher than the industry average.
"Put green finance as an industry to focus on the development of, and build a leading domestic green finance brand with warmth." Under this determination, Ping An Bank has concentrated its superior resources in the bank and continuously innovated with "green + finance + technology", forming a Including corporate, retail and inclusive green financial business systems.
In terms of green corporate transactions, Ping An Bank uses the "stock + bond" integrated new energy power station life cycle comprehensive solution, with the support of resources such as green special quotas and green business subsidies, to reduce financing costs for enterprises and guide the optimal allocation of credit assets. Actively explore business models and scenarios.
Green is not only a corporate concept, it is equally important in retail and personal areas.
In terms of retail, Ping An Bank, together with UnionPay and Shanghai Environmental Exchange, released the country's first dual-card carbon account platform "Low-Carbon Home" to activate retail customers through public welfare and economic green rights and interests, and guide users to practice low-carbon concepts with financial resources; In terms of inclusiveness, Ping An Bank uses technology to acquire customers in batches with the help of green labels, and provides small and micro enterprises with a full range of green financial services such as green credit and green insurance.
"As the source of water to support the sustainable development of the real economy, the banking industry needs to take on more social responsibilities in promoting green and low-carbon development. Ping An Bank will be duty-bound to strengthen green finance, lead the voice of green finance, promote green financial innovation, and be green. An active practitioner of finance." Zhu Yuqiang said.
According to reports, the summit's new energy sub-forum was held by Ping An Private Bank in conjunction with the bank's green finance division and digital investment bank.
Over the past five years of transformation, Ping An Bank has continued to explore the synergy between retail transformation and corporate business. From the perspective of customer balance sheets, it has comprehensively mobilized bank funds, insurance funds, capital market funds, interbank funds, etc., and directly financed through the combination of long and short funds. Combined with indirect financing, it can meet the needs of customers in various aspects such as liquidity, leverage reduction, and profitability.
Ping An Private Bank launched the first domestic top-level private banking service system this year. In terms of enterprise service upgrades, Ping An Private Bank adheres to serving entity enterprises as the orientation, targeting corporate directors, supervisors, core employees and corporate The operation launched a one-stop comprehensive financial plan, including employee incentives, corporate directors, supervisors, senior investment and financing, corporate governance digital platforms and other services.
In addition, Ping An Private Bank is the first in China to launch an exclusive service platform for entrepreneurs, "Qiwanghui", which provides entrepreneurs with one-stop solutions such as tailor-made financial services, circle social networking, brand empowerment, business empowerment, and social value empowerment. .