On September 28, Frost & Sullivan (Frost &The second New Investment Expo and the 17th Frost & Sullivan Global Growth, Innovation and Leadership Summit (referred to as 'Frost & Sullivan New Investment Conference') New Energy Carbon Neutrality Sub-forum was grandly held at the Shangri-La Hotel in Pudong, Shanghai.
Proposed by countries around the worldAgainst the backdrop of the 'dual carbon' strategic development goals, the dual carbon sector has seen an investment boom, with new energy-related industries reshaping investment in an unprecedented manner. However, within the 'dual carbon' track where capital surges, there are numerous sub-sectors, fierce competition among enterprises, and the capital market and companies still face many challenges in promoting the 'dual carbon' strategy towards deeper development. Therefore, how to discover new tracks and seize new opportunities in an environment full of competition and challenges has become a hot topic among investors and entrepreneurs.
The theme of this forum isWith the theme of 'New Trends in New Energy and Carbon Neutrality Investment and Financing', 11 heavyweight guests and industry experts were invited. A gathering of many new energy and carbon neutrality enterprises, investment institutions, and professional service providers was convened to jointly focus on the new trends in new energy and carbon neutrality investment and financing, explore forward-looking investment opportunities in this field, and discuss successful paths in the capital market.
Wonderful Review of the Conference
Opening Remarks
Mr. Lu Jing, Partner and Managing Director of Frost & Sullivan Greater China, delivered a welcome speech at the New Energy Dual Carbon Sub-forum.
Lu Jingwei, Partner and Managing Director of Frost & Sullivan Greater China, delivered a welcome speech at the New Energy Dual Carbon Sub-forum. Lu Jing said that in recent years, with the signing and implementation of the Paris Agreement, many countries have promulgated relevant laws or issued documents to achieveThe 'Frost & Sullivan' has set the goal of 'carbon neutrality' and strengthened the management of the carbon trading market. Looking ahead, 'carbon neutrality' will become the primary element in the economic development process of various countries. He pointed out that against this backdrop, there is an investment boom in the 'dual carbon' sector, with industries such as new energy vehicles, energy storage, and hydrogen experiencing vigorous growth. Frost & Sullivan is hosting a special New Energy Dual Carbon Sub-forum with the theme of 'New Trends in Investment and Financing for New Energy Dual Carbon', aiming to discuss with participating guests the future development path of new energy dual carbon enterprises through keynote speeches, roundtable discussions, and the release of white papers. Meanwhile, Frost & Sullivan will release 'Outlook' at this conference2040: Global Carbon Dioxide Capture, Utilization and Storage (CCUS) Growth Opportunities, '2023 Global Research Report on Carbon Capture Application Growth Opportunities in the Blue Hydrogen Industry'.
Focus on the energy storage track:The 'White Paper on the Current Situation and Future Development of the Global Electrochemical Energy Storage Industry in 2023' was officially released
Mark, Managing Director of Frost & Sullivan· Dugan, Executive Director of Frost & Sullivan Greater China, and Wei Li grandly launched the 'White Paper on the Current Situation and Future Development of the Global Electrochemical Energy Storage Industry 2023'.
Mark, Managing Director of Frost & Sullivan· Mr. Du G'an, Executive Director of Frost & Sullivan Greater China, and Mr. Wei Li grandly launched the 'White Paper on the Current Situation and Future Development of the Global Electrochemical Energy Storage Industry 2023'. The report focuses on analyzing the current development status, characteristics, driving factors, and future development trends of the global electrochemical energy storage industry under the background of 'carbon neutrality'. The aim is to systematically sort out the ecosystem and industrial development pattern of the electrochemical energy storage industry for the global industry community, providing cutting-edge insights for market observers and investors.
The report starts from the development environment of the electrochemical energy storage industry, specifically compares the characteristics of different current energy storage technologies, highlights the performance advantages and broad development prospects of electrochemical energy storage, analyzes the current development status and trends of the electrochemical energy storage industry in different regions around the world, as well as emerging technologies and new application scenarios of electrochemical energy storage. It affirms that new energy storage technologies represented by electrochemical energy storage are playing a role in achieving globalThe importance of the 'carbon neutrality' goal on the path ahead.
Focus on the hydrogen energy sector: Opening ceremony of the Hydrogen Energy Technology White Paper
Zhou Mingzi, Consulting Director of Frost & Sullivan Greater China, presided over the opening ceremony of the Hydrogen Energy Technology White Paper
As the issue of global climate change becomes increasingly serious, carbon emission reduction has become a common goal for countries around the world. Against this backdrop, seeking low-carbon and zero-carbon energy solutions is particularly important. Among them, the hydrogen industry has become an important direction for future energy development due to its clean and renewable characteristics. Against this backdrop, Zhou Mingzi, the consulting director of Frost & Sullivan Greater China, presided over the opening ceremony of the Hydrogen Energy Technology White Paper. The research topics of the Hydrogen Energy Technology White Paper will be divided into three sub-topics: hydrogen production, storage and transportation, and applications, to provide a detailed exploration of the business prospects in different areas of hydrogen energy technology.
Zhou Mingzi pointed out that in the hydrogen production sector, although the prospects for low-carbon hydrogen are boundless, to achieve large-scale development of low-carbon hydrogen, we still face cost issues. Therefore, this entity will focus on cost reduction pathways for low-carbon hydrogen. In terms of storage and transportation, attention will be paid to the commercialization progress of gas, liquid, and solid-state hydrogen storage. In addition to hydrogen vehicles, there are rich downstream application areas for hydrogen energy with broad commercial space. For example,Against the backdrop of 'dual carbon', the pressure on energy conservation and emission reduction in the steel industry has increased. The direct use of hydrogen energy to reduce iron can play a role in energy conservation and emission reduction, representing a high-potential downstream application.
Nine major professional topics to discuss the development and future of the new energy carbon peak and carbon neutrality investment and financing market
Chairman of Nanjing Sikeqi Automobile Technology Co., Ltd. superb
The first session of the conference was delivered by Gao Chao, Chairman of Nanjing Sikeqi Automotive Technology Co., Ltd., who shared a keynote speech titled 'New Energy Heavy Commercial Vehicles: The Leader in Intelligent Logistics'. Mr. Gao discussed three key challenges in the application scenario of new energy heavy trucks, the development of new energy heavy trucks, the elements for the development of new energy heavy trucks, and the development process of new energy heavy trucks.Introduce the "pain points". He pointed out that the huge market scale of heavy commercial vehicles globally and in China indicates that the new energy heavy truck market has a high ceiling and great development potential. Developing new energy commercial vehicles is crucial for achieving nationalThe 'dual carbon' goal is of great significance. At the same time, the development process of new energy heavy trucks faces challenges such as significant differences in energy structures across regions, a competitive market situation in the commercial vehicle industry, potential energy gaps between the 'dual carbon' strategy and the market, and the need for multi-industry integration in the development of new energy heavy trucks. Tailoring measures to local conditions, energy conservation and emission reduction, cost reduction and efficiency improvement are key elements for the development of new energy heavy trucks, while customized development based on energy and usage scenarios is the real demand for new energy heavy trucks.
Chief Financial Officer of Zeqing New Energy Benbo
The sharing theme of Ben Bo, Chief Financial Officer of ZEQ New Energy, is 'Intelligent Battery Swap'.·Moving Towards the Future', Mr. Ben shared his insights on the arrival of battery swapping, business understanding of battery swapping, the journey of battery swapping, and moving towards the future, analyzing the integrated solutions in the field of new energy vehicle battery swapping. He pointed out that the advantages of the battery swapping model can be reflected in reducing car purchase costs, high convenience, maintenance of battery assets, reduced electricity costs, lower power consumption, unified management and reduced investment. The business model of Zeqing New Energy is mainly reflected in"Vehicle electrification separation, battery leasing, platform services, and data empowerment" are gradually transitioning into the 4.0 platform era. At the same time, we are collaborating with different automakers to develop various battery swapping models including passenger cars and commercial vehicles. We are also working with B-side and C-side users, financial service institutions, battery asset management companies, power generation enterprises, and other upstream and downstream industry players to build a battery swapping ecosystem, forming a business value loop covering the entire lifecycle of power batteries.
Vice President of Hongri Automobile Group Wu Jianguo
The sharing theme of Mr. Wu Jianguo, Vice President of Hongri Automobile Group, was 'Based in China, Looking at the Development Prospects of Short-distance Micro-travel in the World'. Mr. Wu shared on the current situation and prospects of short-distance micro-travel in China, the three major factors affecting it, and the opportunities in the future industry. He pointed out that China's future incremental growth will shift from demographic dividends to the population structure. The aging trend will drive an increase in the travel demand of the elderly, and low-speed electric passenger vehicles will continue to be hot-selling due to the rigid downward market demand.Against the backdrop that 'new energy mobility has become an irreversible trend in the world', designing and constructing more suitable micro-electric vehicles for elderly target users is expected to see rapid development.
singaporePresident of MVGX Group Zhang Yixiang
singaporeThe sharing theme of Zhang Yixiang, President of MVGX Group, was 'Fintech: Accelerating the Construction of a Digital Carbon Reduction Platform'. Mr. Zhang shared how enterprises can build digital carbon reduction platforms. He pointed out that carbon reduction is a new challenge faced by enterprises at present, which is mainly accomplished through manual operations. There is room for improvement in efficiency and cost. In the future, digital carbon management and trading platforms will empower enterprises to conduct carbon inventory and trading at lower costs. When building digital carbon management and trading platforms, attention should be paid to the integrity of the carbon platform, data security, inclusiveness of the platform, and compliance issues. Against the backdrop of carbon emission reduction, digital carbon reduction platforms are expected to see rapid development.
General Manager of Industry Research Department at Guoxuan Hi-Tech Liu Jia
Liu Jia, General Manager of the Industry Research Department at Guoxuan High-Tech, shared the theme 'Interpretation of the Overseas Expansion Trends of Lithium Battery Enterprises'. Liu Jia discussed four major trends in the overseas expansion of China's lithium battery industry. She pointed out that the overseas lithium battery market has great potential. On one hand, market demand in regions such as the Americas, Europe, and Africa continues to grow rapidly. On the other hand, the explosion of energy storage scenarios has also brought new growth opportunities to the lithium battery industry. China maintains a leading position in global lithium battery technology. Lithium battery companies have set up R&D centers around the world to achieve global technological collaboration and continuously lead the development of global lithium battery technology. Liu Jia emphasized that a global supply chain is crucial for ensuring supply. The introduction of European and American regulations, as well as their high requirements for raw materials, lithium battery recycling, and carbon footprint planning, have prompted battery companies to accelerate their localization efforts overseas. The continuous growth of the new energy industry has brought huge development opportunities. In order to effectively address the challenges and opportunities in the process of globalization, lithium battery companies must enhance their global strategic capabilities in four key areas: market promotion, product innovation, capital operation, and manufacturing.
Deputy Secretary-General of the Power Battery Application Branch and General Manager of the Industry Research Center of the China Chemical and Physical Power Sources Industry Association cycle
Zhou Bo, Deputy Secretary-General of the Power Battery Application Branch and General Manager of the Industry Research Center of the China Chemical and Physical Power Sources Industry Association, delivered an analysis on the advantages and opportunities of China in the lithium battery industry chain under the theme of 'Analysis of the Future Development of the Lithium Battery Industry Chain'. He pointed out,"China has the world's most complete lithium battery industry chain, and its leading position in lithium battery technology and cost control has brought tremendous opportunities to the global market in the future." The complete domestic supply chain and substantial investment in new energy vehicle research and development have enabled China to lead Europe and America in terms of speed and development. China's new energy vehicle and lithium battery industries have great opportunities to go global, especially in Southeast Asia and Africa. For enterprises, although the domestic industry development is expected to slow down due to economic and market demand changes over the next two to three years, after 2025, it is expected that China's lithium battery industry will embrace a new round of rapid development opportunities.
Chairman and CEO of Hydro Maple (China) Fang Peijun
Mr. Peijun, Chairman and Chief Executive Officer of Hydrogen Maple (China), elaborated on the theme of 'The Future Development of Hydrogen Energy Technology' from aspects such as the advantages and potential of hydrogen energy, an overview of hydrogen energy technology development, practical applications of hydrogen energy technology, and future prospects of hydrogen energy technology. He pointed out,"Several hydrogen energy technologies are being carried out globally simultaneously, indicating that the global hydrogen energy technology system has not yet formed a mature structure, and there is significant room for exploration and development in the future." In the future, with technological progress, the application fields of hydrogen energy will further expand, such as extending to aviation and maritime applications in the transportation sector; the application of hydrogen energy in hydrogen metallurgy and hydrometallurgy will gradually mature, and in addition, hydrogen energy may also enter the household sector.
HydevilleChairman of Taicang Energy Technology Co., Ltd. Gu Ronglei
HydevilleGu Ronglei, Chairman of Taicang Energy Technology Co., Ltd., shared a keynote speech titled 'Efficient Turbine Machinery for Hydrogen Fuel Cell Vehicles'. Dr. Gu introduced the topic from three aspects: the market background of hydrogen energy development, the current development status of hydrogen fuel cell vehicles, and an overview of efficient turbine machinery. He pointed out that carbon neutrality has become a global goal, and hydrogen fuel cell vehicles are inFrom 2025 to 2026, the industry will enter a period of rapid development. With the increase in power of fuel cell systems, most of the energy generated by the stack is consumed by the air compressor, thereby reducing the efficiency of the fuel cell system. With the application of high-power engines, efficient turbo machinery can recover some of this energy, making it the main technical route to reduce the demand for motor-driven systems and improve overall system efficiency.
Marketing Director of Shenzhen Jinli Feiyu Technology Co., Ltd. Wang Chenrui
Wang Chenrui, Marketing Director of Shenzhen Jinli Feiyu Technology Co., Ltd., elaborated on how hydrogen-powered heavy trucks can be commercialized under the theme of 'The Development Prospects of Hydrogen Energy Industry and Hydrogen-Powered Heavy Truck Capacity Service Projects'. He pointed out,"The application scenarios of hydrogen energy in China are definitely the most comprehensive, and the implementation of China's hydrogen energy industry has made a significant contribution to the sustainable development of the planet." Against the backdrop of 'dual carbon' compliance, the new energy transformation of commercial vehicles, especially long-distance heavy-duty trucks with a high proportion of carbon emissions, has become an inevitable trend, facing major upgrading needs. In the future, enterprises need to support each other, leverage the advantages of hydrogen vehicles in specific scenarios, and promote the sustainable development of the industry.
Roundtable Discussion: Interpretation of the Current Development Status and Trends of the Green Economy Industry
Roundtable Forum·>Interpretation of the current development status and trends of green economy industries
A roundtable forum was specially set up at this summit, where leaders and experts from multiple companies shared their industry experiences and insights on hot topics such as the responsibilities, opportunities, and challenges faced by new energy companies in the green economy.
Liu Jia, General Manager of the Industry Research Department at Guoxuan High-Tech, Wen Yuhua, Chief Operating Officer of Zeqing New Energy Technology Co., Ltd., Zhou Bo, Deputy Secretary-General and General Manager of the Power Battery Application Branch at the China Chemical and Physical Power Supply Industry Association, and Ji Deyan, Marketing Director of Haichuang Lithium Battery Technology Co., Ltd., engaged in an in-depth discussion on hot topics such as the responsibilities, opportunities, and challenges faced by new energy enterprises in the green economy. Zhou Mingzi, Consulting Director of Frost & Sullivan Greater China, served as the host of this roundtable.
Liu Jia, General Manager of the Industry Research Department at Guoxuan High-Tech, stated that energy storage and going global are two major opportunities in the new energy industry. At the same time, the role that the new energy industry is playing in the transformation towards green development can be summarized in three key words. The first is"Reduction in emissions" has played a significant role in carbon emission reduction in the power and transportation sectors by new energy enterprises; followed by "innovative technology," which drives enterprises to shift from traditional manufacturing to high-value-added industries through technological iteration; and finally, "driving," where new energy enterprises can lead the transformation of other industries such as power, transportation, and services towards more sustainable development.
Zeqing New Energy Wen Yuhua pointed out that new energy forThe 'dual carbon' industry presents responsibilities, opportunities, and competition. Facing the strong policy support of the country over the past decade and China's vast market applications, the application of zero-carbon and low-carbon technologies in different scenarios requires an overall systematic solution. This means that with the takeoff of technology and products, there are still many practical application opportunities waiting to be explored in the green economy.
Haichuang Lithium Battery's Ji Dean said that the cost advantage is an opportunity for the development of China's new energy industry. Technology-driven and cost reduction with efficiency improvement are the key words for the development of China's new energy industry. Against the backdrop of continuous technological optimization, China's cost advantage in the new energy vehicle industry provides a huge market prospect for enterprises going global.
Zhou Bo from the China Chemical and Physical Power Sources Industry Association proposed to adhere to high-quality development in a new era and explore low-carbon operation and maintenance scenarios. Looking ahead, the Middle East region will become a popular destination for Chinese new energy vehicle companies going global. In addition, persisting in developing new technologies such as lithium iron phosphate batteries will give China certain advantages in dealing with the EU's carbon border adjustment mechanism in the future. It is an industrial opportunity for China's green economy to overtake on a curve globally.
With wonderful presentations and a collision of ideas, the New Energy Dual Carbon Sub-forum successfully concluded amidst warm applause. We would like to express our gratitude to all the distinguished guests and experts for their support of the Frost & Sullivan New Energy Dual Carbon Sub-forum.
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