2024Frost & Sullivan'ESGThe New Productivity Peak Forum has successfully concluded!
8month29day,2024The 18th Frost & Sullivan China Growth, Innovation and Leadership Summit and the 3rd New Investment Conference (hereinafter referred to as "2024(Frost & Sullivan New Investment Conference)ESGThe New Productivity Peak Forum was grandly held at the Shanghai Jing'an Ruiji Hotel.
Against the backdrop of China's clear strategic goal of developing new quality productive forces,ESGThe fields of Environment, Social and Governance (ESG) and new quality productivity are witnessing an investment wave that is reshaping the investment landscape with unprecedented depth and breadth. However, given the complexity of tracks within the capital market, the emergence of numerous sub-sectors, and the increasingly fierce competition among enterprises,ESGThe in-depth implementation of the New Productivity Strategy still faces many severe challenges. In light of this, how to accurately identify and explore emerging tracks in a market environment full of variables and challenges, and effectively seize emerging opportunities, has become a core issue that investors and entrepreneurs are jointly focusing on.
This forum is themed “Leading New Productivity and Driving Development,ESGWith the theme of "New Future", we have invited10Key speakers and industry experts, attracting a large number ofESGJoin hands with new quality productivity enterprises, investment institutions, and professional service providers to jointly focus on new trends in investment and financing, and exploreESGExplore the successful path in the capital market amidst the forward-looking investment opportunities in new quality productivity.
NIE 2024
Opening Remarks
Partner and Managing Director of Frost & Sullivan Greater China Region Mr. Lu Jing
forESGWelcome Speech at the New Productivity Peaks Forum
Mr. Lu Jing stated that traditional industries are deeply integrating with strategic emerging industries.ESGConcepts have become the core driving force for sustainable development of enterprises, while new quality productivity, as an emerging concept, is leading enterprises towards high-quality development.ESGIt not only requires enterprises to assume social responsibilities but also provides a comprehensive evaluation framework to assist in green and low-carbon transformation. New quality productivity emphasizes the improvement of total factor productivity, drives industrial upgrading through technological innovation, andESGThe concepts are highly aligned, jointly promoting the common progress of enterprises and society. In the capital market, new productive forces bring new opportunities to strategic emerging industries, helping them accurately grasp market potential and achieve breakthroughs. At the same time, new productive forces also bring exponential growth potential to traditional industries, reshaping competitive advantages through technological innovation and deep transformation. As the main force of new productive forces, enterprises should strengthenESGPractice stimulates the vitality of production factors, achieving a dual improvement in economic benefits and social responsibility. Mr. Lu Jing's outstanding speech set an example for today's series of presentations with its profound insights and forward-looking vision.
Ten major professional topics, discussed togetherESGNew productive forces The development and future of the investment and financing market
Managing Director and Partner for Asia-Pacific at Frost & SullivanShivaji DasSir
The first session of the conference was delivered by Frost & Sullivan's Managing Director and Partner for Asia-Pacific.Shivaji DasThe gentleman unfolded and shared a presentation titledSoutheast Asia's Growth Opportunities: Sustainability, Infrastructure, Consumer MarketsKeynote speech onShivaji DasThe gentleman stated that Southeast Asia has tremendous growth potential, and the overall market in the future will focus on sustainable development, infrastructure upgrading, and consumer market expansion. As an important part of the global economic landscape, the region is entering a period of rapid growth. The digital consumer group of young and middle-class people has become the main driving force, leading consumption towards higher quality and healthiness. The concept of sustainable development is deeply ingrained into Southeast Asian consumer culture, creating vast market opportunities. Green infrastructure has become a new growth point. In the face of market diversity under regional integration, enterprises need to implement precise policies and respond flexibly.Shivaji DasThe speaker shared the successful strategies for addressing challenges and seizing opportunities through real-world global business cases.
Keynote Speech
Chief Analyst of Power Equipment and New Energy Group, Research Department of CITIC Securities Mr. Hua Pengwei
Mr. Hua Pengwei, Chief Analyst of the Power Equipment and New Energy Group at CITIC Securities Research Department, in his in-depth speech 'Searching for New Energy Opportunities from the Perspective of Market Development and Problem Solving', not only analyzed in depth the severe overcapacity pressure faced by the current photovoltaic industry due to capacity expansion, but also proactively pointed out the key paths for industry transformation and upgrading. He emphasized that against the backdrop of intensified competition in the photovoltaic industry, relying solely on scale expansion is no longer a long-term solution; it is necessary to move towards a dual-wheel drive of new markets and new technologies.
Mr. Hua Pengwei further elaborated that with the continuous growth of global demand for clean energy, the photovoltaic industry needs to actively explore emerging markets, especially those regions with great development potential and strong policy support, in order to diversify market risks and tap into new growth points. Regarding the prospects for large-scale long-duration energy storage technologies, Mr. Hua Pengwei listed six cutting-edge technologies including pumped storage and molten salt storage, and pointed out that these technologies each have their own characteristics and will play an important role in different application scenarios, jointly promoting the vigorous development of the energy storage industry and laying a solid foundation for the sustainable development of the new energy industry.
Deputy Dean and Doctoral Supervisor of the School of Automotive Engineering, Tongji University Professor Wei Xuezhe
Professor Wei Xuezhe, Deputy Dean of the School of Automotive Engineering at Tongji University and Doctoral Supervisor, profoundly expounded on the importance of electrochemical power sources as an indispensable core technology in the transformation of energy and power during his presentation titled "Towards Zero-Carbon Transportation Electrochemical Power Systems and Their Digitization." Professor Wei pointed out that with the global increasing emphasis on environmental protection and climate change, electrochemical power sources are gradually becoming a key force in promoting the zero-carbonization of transportation vehicles due to their efficient and clean characteristics. He further analyzed how electrochemical power sources deeply intervene and lead the transformation of transportation energy structures. Through technological innovation and application practices, they not only achieve zero carbon emissions during the operation of transportation vehicles but also promote the overall zero-carbonization process of the transportation energy supply chain. Professor Wei emphasized that on the journey towards zero-carbon transportation, the design and control of electrochemical power sources are gradually moving towards digitization and intelligence. This not only greatly enhances the performance and safety of power systems but also provides possibilities for the precision and efficiency of energy management. Through this series of profound and cutting-edge discussions, Professor Wei not only painted a beautiful vision of zero-carbon transportation for the audience but also laid a solid theoretical foundation and practical guidance for the core position and role of electrochemical power systems in future energy transformations.
CoolCard GroupCEOMr. Wu Ruijin
CoolCard GroupCEOMr. Wu Ruijin's sharing theme is "Responding to Inflation with Transformation: The Path of Transformation for Platform Enterprises," which deeply explores the key strategies for enterprises to break through in the current market environment. First, regarding tracks such as the automotive industry where domestic competition is extremely fierce, Mr. Wu proposed a transformation direction of "driving transformation with technology." He emphasized that in a highly competitive market environment, enterprises must continuously increase investment in technological innovation, utilizing advanced technologies such as artificial intelligence, big data, and cloud computing to enhance the intelligent level of products and services, thereby breaking out of the deadlock of homogeneous competition with differentiated competitive advantages. Secondly, Mr. Wu elaborated on the internationalization strategy of "working together to go global." Facing the saturation and competitive pressure of the domestic market, he advocated that enterprises should actively seek international cooperation, jointly exploring overseas markets by pooling high-quality resources. This strategy not only helps enterprises broaden their business boundaries but also exercises and enhances their comprehensive strength in global competition, laying a solid foundation for the long-term development of the enterprise. Through these two aspects of transformation, Mr. Wu provided valuable ideas and practical guidelines for enterprises to cope with the inflating market environment and achieve transformation and upgrading.
General Manager of Industry Research Department at Guoxuan Hi-Tech Ms. Liu Jia
Ms. Liu Jia, General Manager of the Industry Research Department at Guoxuan High-Tech, shared her topic "Interpretation of the Overseas Expansion Trends of Lithium Battery Enterprises," comprehensively and deeply analyzing four core trends in the international development of current lithium battery enterprises. First, she pointed out that "following demand, product globalization" is the primary trend for lithium battery enterprises going global. With the increasing global demand for clean energy, as a key component in the new energy sector, the market demand for lithium batteries has crossed national borders. Lithium battery enterprises need to closely follow changes in global market demand, promote the globalization layout of product design and production, to meet the diverse needs of consumers in different countries and regions. Second, "leading the way, technology globalization" is another important trend emphasized by Ms. Liu Jia. Against the backdrop of increasingly fierce global competition, technological innovation has become the key for lithium battery enterprises to stand out. By strengthening international cooperation and exchanges, sharing global technical resources, lithium battery enterprises can accelerate technological upgrading and iteration, lead the industry's technical development direction, and thus occupy a leading position in the global market. Furthermore, "ensuring supply, supply chain globalization" is an indispensable part of lithium battery enterprises going global. Ms. Liu Jia pointed out that building a stable and efficient global supply chain system is crucial for ensuring the stable supply of lithium batteries. Lithium battery enterprises should actively seek cooperation with high-quality global suppliers, optimize supply chain management processes, reduce procurement costs and risks, and lay a solid foundation for the international development of the enterprise. Finally, "chasing hotspots, capital globalization" is a new driving force for lithium battery enterprises going global. With the increasing integration of global capital markets, lithium battery enterprises need to actively grasp the dynamics of capital markets and use global capital forces to promote rapid development of the enterprise. Through methods such as overseas listing, lithium battery enterprises can attract more attention and support from international investors, providing strong financial support for the enterprise's international strategy.
Focus on the Dual Carbon Racecourse: The Dual Carbon Era:The White Paper on Industrial Opportunities and Challenges is now available
Executive Director, Greater China, Frost & Sullivan Mr. Wei Li
Grandly Release the White Paper "The Carbon Doubling Era: Industrial Opportunities and Challenges"
Mr. Xiang Wei, Executive Director of Frost & Sullivan Greater China, grandly released the 'Double Carbon Era: Industrial Opportunities and Challenges White Paper'. The report focuses on analyzing the profound changes and future opportunities faced by China's industries under the backdrop of carbon peak and carbon neutrality. The white paper points out that the dual carbon strategy will drive energy structure transformation, industrial upgrading, and green technology innovation, injecting new momentum into the high-quality development of the economy. At the same time, enterprises need to address the challenges brought about by transformation, such as technological upgrading and cost increases. The release of this white paper provides an important reference for various industries to seize dual carbon opportunities and cope with challenges.
Lantian Carbon Sink Group Co., Ltd. Chairman Ms. Deng Jiangying
Ms. Deng Jiangying, Chairman of Blue Sky Carbon Sink Group, in her presentation titled 'The Paris AgreementITMO UniversityIn the sharing of "New Opportunities Brought by the Mechanism to Countries Around the World", an in-depth analysis was conducted under the framework of international climate governanceITMO UniversityThe profound impact and potential opportunities of the (International Transfer of Mitigation Achievements) mechanism on countries around the world. Ms. Deng Jiangying pointed out that with the in-depth implementation of the Paris Agreement,ITMO UniversityAs an important tool to promote global carbon emission reduction cooperation, the mechanism is gradually demonstrating its unique value and potential. This mechanism not only provides developed countries with flexible ways to achieve emission reduction targets by purchasing the emission reductions generated by emission reduction projects implemented in developing countries, but also brings valuable financial, technical, and capacity-building support to developing countries, helping them accelerate their green and low-carbon transformation.
She further emphasized,ITMO UniversityThe mechanism has created unprecedented cooperation opportunities for countries around the world. By strengthening the interconnection of international carbon markets, countries can share emission reduction experiences, technologies, and market resources, forming a mutually beneficial and win-win carbon emission reduction cooperation pattern. In addition, the mechanism has also promoted the improvement of the global carbon pricing mechanism, providing broad space for the innovation and development of green financial products such as carbon finance and carbon trading. Ms. Deng Jiangying's sharing not only profoundly revealedITMO UniversityThe important role of mechanisms in global climate governance provides valuable ideas and insights for countries on how to seize this opportunity and promote green and low-carbon development.
focusESGIn the field of new productive forces: 'ChinaESGInterpretation of the Content of "New Productivity Industry Insights and Practices White Paper"
Senior Consulting Advisor, Frost & Sullivan Greater China Ms. Shan Ye
Hosting 'ChinaESGInterpretation of the Content of the New Quality Productivity Industry Insights and Practices White Paper
In the wave of the global economy's transformation towards green and low-carbon development,ESGThe concept of (Environment, Social and Governance) and new types of productive forces are becoming the two core engines for sustainable development of enterprises.ESGAs a key issue for global sustainable development, since2004Since its proposal by the United Nations Global Compact Organization (UNGC) a year ago, the concept has been deeply embedded in corporate development strategies, leading enterprises towards a greener and more harmonious development path. New types of productive forces have rapidly become an important part of national development strategies, included in government work reports and listed as priorities for future work, marking a new stage in China's economic development. Against this backdrop, enterprises are paying attentionESGAgainst this backdrop, Ms. Shan Ye, Senior Consulting Advisor at Frost & Sullivan Greater China, conducts aESGOpening Ceremony of the White Paper on Insights and Practices in New Productivity Industries.
This white paper provides an in-depth analysisESGThe internal logic, long-term vision, value enhancement effect on enterprises, and evaluation framework of the (Environment, Social and Governance) concept and the new quality productivity concept are aimed at clarifying their symbiotic relationship in the Chinese market. The core focus of the report is onESGConcept, elaborating in detail its indicator system, localization development trajectory, alignment with national development strategies, globallyESGComparative analysis of information disclosure standards, as well asESGRelevant financing mechanisms, emphasizing active adoption by enterprisesESGThe strategic importance of the strategy. At the same time, equal emphasis is placed on the concept of new quality productivity, clearly defining its concept, core components, development goals, and corporate transformation paths. It explores how strategic emerging industries and traditional industries can win favor and support from the capital market against the backdrop of promoting new quality productivity as a mainstream trend in society.
Keynote Speech
Founder of Carbon Trace andCEOMr. Yan Luhui
Founder of Carbon Trace andCEOMr. Yan Luhui on 'EnterprisesESGAnd Carbon Management Innovation and Practice, covering topics such asESGCarbon management, enterpriseESGCarbon management methodology, enterpriseESGAnd carbon management practice cases, as well as an introduction to CarbonTracer. He pointed out that for listed companies, high-qualityESGCarbon management not only complies with the inherent requirements of high-quality development but is also a key path to achieving a win-win situation for economic and social value.ESGIntegrate the concept into the corporate governance system and build a completeESGThe management mechanism can not only enhance the company's ability to manage related topics but also meet the increasingly stringent requirements of international clients.ESGReview criteria. At the same time, this will also stimulate the innovative vitality of enterprises, promote the development and promotion of low-carbon products, and meet consumers' expectations for green living. In addition, strengthenESGRisk management can effectively prevent potential disputes and crises, enhance the company's social image and brand value, thereby attracting more long-term capital. By actively managing investor relations, it improvesESGRating: Listed companies will establish a more stable and sustainable brand image in the capital market.
Vice General Manager and Sales Director of Shanghai Contour Optical Technology Group Co., Ltd.
Mr. Chen Junhua
Mr. Chen Junhua, Deputy General Manager and Sales Director of Shanghai Compal Optical Technology Group Co., Ltd., shared a keynote speech titled "Lens Manufacturing Embraces Digitalization and International Lens Development Trends." Mr. Chen introduced two aspects: lens manufacturing embracing digitalization for new quality productivity and international lens development trends. He pointed out that under the wave of informatization and intelligence, the traditional eyewear industry is undergoing profound changes, with digitalization and intelligent manufacturing becoming key drivers for transformation and upgrading. Enterprises need to keep up with the pace of the times, integrate cutting-edge technologies, to meet consumers' pursuit of personalized, diversified, and high-quality eyewear. Consumer preferences are changing, prompting the eyewear market towards branding and high-endization. Enterprises need to continuously innovate, strengthen their brand power, win market recognition with high-quality products, and jointly write a new chapter for the eyewear industry.
Renrenzai Rental Founder&CEOMr. Hong Guozhi
Renrenzai Rental Founder&CEOMr. Hong Guozhi's sharing theme was 'The New Rental Economy: Promoting the High-Quality Development of New Quality Production Forces'. He comprehensively and deeply explored the current situation, opportunities, and development trends of the new rental economy. Through examples from Renren Renting Platform, he vividly demonstrated the vibrant vitality of this economic model.
Firstly, Mr. Hong Guozhi introduced the Renrenzhu platform in detail. As a one-stop credit-free rental service platform, Renrenzhu relies on advanced technologies such as blockchain and big data to provide users with rental services for various categories including office equipment, digital products, and home appliances, effectively reducing the user threshold and financial pressure. The platform has served millions of tenants in total and has become a leader in the new rental economy field. Subsequently, he conducted an in-depth analysis of the huge opportunities in the new rental industry. With consumption upgrading and people's pursuit of quality life, rental demand is growing increasingly strong, covering a wide range from daily necessities to high-end technology equipment. The new rental model not only meets consumers' need for trying new products but also provides enterprises with an effective way to operate with light assets and reduce financial pressure. Finally, Mr. Hong Guozhi looked ahead to the development trend of the new rental industry. He pointed out that with the continuous development of the digital economy and the increasingly perfect credit system, the new rental economy will embrace broader development space. In the future, Renrenzhu will continue to uphold the concept of 'light assets, heavy service', continuously innovate service models, enhance user experience, promote the high-quality development of new productive forces, and jointly create a new era of 'everything can be rented'.
Glorious Hydrogen EnergyCEOMr. Shen Xiaolong
Glorious Hydrogen EnergyCEOMr. Shen Xiaolong's presentation theme is 'Hydrogen Energy Applications in Offshore Areas and Its Data-driven Governance', focusing particularly on the innovative applications of hydrogen fuel cell technology in the maritime industry.
Mr. Shen Xiaolong pointed out that with the global awareness of marine environmental protection increasing and the demand for green shipping growing, hydrogen fuel cells are gradually becoming the future trend of ship power systems as a clean energy solution. Hydrogen fuel cell ships, with their zero emissions, high energy efficiency, and low noise, can not only effectively reduce pollution to the marine environment but also significantly improve the operational efficiency and comfort of ships. He further emphasized that in the promotion of hydrogen fuel cell ships, data-driven governance plays a crucial role. By establishing an intelligent data management system, it is possible to monitor the ship's operating status, the performance parameters of the hydrogen fuel cell system, and fuel consumption in real time, providing strong support for safe navigation, energy efficiency optimization, and fault early warning of ships.
Mr. Shen Xiaolong stated that Guangrong Hydrogen Energy will continue to deeply cultivate hydrogen fuel cell technology, promote its wide application in the shipping industry, and strengthen the construction of data governance capabilities, contributing to the building of a green, intelligent, and efficient shipping system.
Lead enterprise business focus: Carbon management business opportunities under the dual carbon theme
A special session on business focus for leaders (TopGun Focus), a high-end dialogue program focusing on business leaders and industry pioneers. Top entrepreneurs, industry experts, and innovators are invited from different fields to gather together for in-depth discussions and sharing of the most cutting-edge industry information, market trends, and unique insights. The session is characterized by in-depth conversations with business leaders, revealing business wisdom and success strategies; it also provides industry-leading insights, shares multi-dimensional perspectives and case analyses, helps grasp opportunities and cope with challenges; and makes forward-looking predictions about trends, providing a basis for investors' decision-making.
Against this backdrop, Ms. Mingzi Zhou, Executive Director of Frost & Sullivan Greater China, and Ms. Jiangying Deng, Chairman of the Blue Sky Carbon Sink Group, discussed the business opportunities in carbon management under the dual carbon theme.
Executive Director, Greater China, Frost & Sullivan Mr. Zhou Mingzi
Mr. Mingzi Zhou, Executive Director of Frost & Sullivan Greater China, conducted an in-depth analysis of the asset attributes of carbon assets and their current application status in domestic and international markets. He pointed out that carbon assets, as innovative green assets under the background of carbon neutrality, not only carry the mission of environmental protection but also contain tremendous economic value. By trading carbon assets, enterprises not only solve the problem of carbon emission quotas but also monetize environmental benefits, promoting the prosperity and sustainable development of the global carbon market.
Mr. Zhou Mingzi particularly emphasized the important position of forest carbon sinks in carbon assets. As a major component of natural carbon sinks, forest carbon sinks are gradually gaining favor in the international market due to their excellent carbon sequestration capacity, high stability, and multiple ecological benefits. He mentioned that satellite remote sensing technology can efficiently and accurately monitor the carbon sequestration of forest carbon sinks, providing reliable data support for carbon asset trading.
Lantian Carbon Sink Group Co., Ltd. Chairman Ms. Deng Jiangying
Ms. Deng Jiangying, Chairman of Blue Sky Carbon Sink Group, shared the company's strategy and original intention in focusing on forest carbon sink assets. Ms. Deng pointed out that under the framework of the Paris Agreement, countries are seeking effective ways to reduce emissions in order to achieve carbon neutrality goals. Forest carbon sinks have become a main force in emission reduction due to their low cost and high efficiency advantages. She mentioned that Blue Sky Carbon Sink has decided to focus on the management and trading of forest carbon sink assets precisely because it has seen this huge market potential.
Regarding the issue of carbon asset effectiveness that institutional investors are concerned about, Mr. Zhou Mingzi stated that the recognition and assessment of carbon assets are currently the most challenging aspects. He emphasized the need to establish unified industry standards to improve the accuracy and transparency of carbon asset valuation. At the same time, the rapid development of satellite remote sensing technology and blockchain technology provides strong technical support for the real-time monitoring and trading of carbon assets.
Ms. Deng Jiangying further introduced the company's business cases and technical applications in the field of dual carbon assessment. She mentioned that satellite remote sensing technology can achieve large-scale and high-precision monitoring of forest carbon sinks, while blockchain technology can ensure the transparency, traceability, and reliability of carbon credits. The application of these technologies not only reduces the cost of carbon asset valuation but also improves transaction efficiency and security.
Looking ahead, with the accelerated progress of global carbon neutrality, the carbon asset market will embrace broader development prospects. Forest carbon sinks, as a standout among them, will continue to lead market trends and drive the development of the global green economy.
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Frost & SullivanESGAnd the support of the New Productivity Forum.
