2 thoughts on “How about new energy industry investment”

  1. The main listed companies in the industry: At present, listed companies in the domestic new energy industry are Longji (601012), Jing'ao Technology (002459), Hengdian East Magnetic (002056), Jinfeng Technology (002202), and Baocheng Energy (000690).
    The core content of this article: overall financing situation, single financing situation, investment and financing round, investment and financing area distribution, financing products, investment entities, new energy industry investment funds, global new energy industry merger and reorganization representatives Sexual events
    1. The enthusiasm for investment and financing in the new energy industry continues to rise
    Depending on the IT Orange database, overall view of 2015-2021, China's new energy industry investment and financing amount and investment events have been fluctuating. In 2021, the amount of investment and financing in my country's new energy industry rose straight, from 72.217 billion yuan in 2020 to 101.628 billion yuan in 2021, a year -on -year increase of 40.73%; the number of investment events increased from 71 in 2020 to 2021 in 2021 142 pieces, a year -on -year increase of 100%. In 2021, the number of investment and financing incidents in my country's new energy industry and the amount of investment and financing all reached historical peaks, and the enthusiasm of industry investment continued to rise.
    . As of June 17, 2022, a total of 89 investment and financing incidents occurred in China's new energy industry, which has exceeded 2020
    The total number of investment and financing incidents; the cumulative investment and financing amount is as high as 48.754 billion yuan, It has reached the third highest point in recent years.
    Note: As of June 17, 2022, the same statistics are the same.
    2, the investment and financing of the new energy industry is still in the early stages
    From a single financing amount, 2015-2021 China New Energy Industry Investment and Financing Single Investment and Financing Enterprise Substitute is more obvious, in July 2020, 2020 On the 18th, Ningde Times raised funds, and received a total of 19.7 billion yuan of financing led by Gao Mo, Honda, JPMORGAN, Guotai Junan, UBS UBS, Pacific Insurance and Beixin Ruifeng Fund; on June 10, 2021, the Three Gorges New Energy (Three Gorges Energy .600905) IPO was listed, and the amount of financing reached 22.5 billion yuan. The amount of investment and financing events in the industry also reached historical peak.
    In, from 2015 to 2019, the overall investment amount of the new energy industry in my country is small, and the amount of investment and financing of a single event has not exceeded 5 billion yuan (the highest single investment financing amount in 2018 is 5.0 billion yuan); 2015 and 2017 It has not exceeded 1 billion yuan in two years.
    In analysis of investment rounds, the financing rounds of the new energy industry are still early in the early stages, and there are few financing after the C round. According to the previous analysis, although since 2020, the financing incidents and financing amounts of the new energy industry have risen, but combined with round analysis, it is mainly due to the "wind outlet" of the new energy industry that year. In the case, the same situation also existed in 2021.
    3, the investment and financing of the new energy industry is concentrated in Jiangsu, Beijing, Guangdong, Shanghai and Zhejiang
    From the perspective of corporate financing areas in the new energy industry, the current financing enterprises in Jiangsu Province are the most. June 17, 2022 A total of 113 cumulative daily days, of which in 2021, Jiangsu Province New Energy Industry has a total of 17 financing incidents, and in 2021, the total financing incident of new energy industry in the country in 2021 has a total of 136. It can be seen.
    4, the investment and financing of the new energy industry is concentrated in the field of lithium battery-related products and new energy product technology research and development fields
    2021-2022 June 17, 2022, the investment and financing incidents of my country's new energy industry are summarized as follows:
    Note: The inquiry time is June 17, 2022, and the same is the same; other fuel, energy batteries include fuel and energy batteries such as wind energy, fire energy, power batteries.
    In the main product and business analysis of financing companies from 2021-2022, from 2021-2022, the investment hotspot of China's new energy industry has always been the field of lithium batteries and related products and new energy products and technology research and development. And related products are mainly: In 2021, the investment and financing incidents of lithium batteries and related products accounted for 38.29%, and investment and financing events in the field of new energy products and technology research and development accounted for 31.23%; It accounted for 29.33%, and investment and financing events in the field of new energy products and technology research and development accounted for 17.20%.
    5. Investors in the new energy industry are mainly investment enterprises
    based on the summary of investment entities in the new energy industry, the investment entities in my country's new energy industry are mainly investment categories, accounting for over 50 %; Representative investment entities include CICC, Sequoia Capital China and Gaozhang Venture Capital; industrial investment entities include Sinopec, BYD, Xiaomi Group, China CRRC and Ningde Times, accounting for 21.40%.
    6. Industrial Investment Fund of the New Energy Industry
    The industrial investment funds in the new energy industry are currently many. At present, there are 13 related industrial funds in the China Securities Investment Fund Association, which are: Baicheng Innovation Energy Entrepreneurship Investment Fund Management Co., Ltd., Beijing An Pengxingyuan New Energy Private Equity Fund Management Co., Ltd., Guochuang (Beijing) New Energy Vehicle Investment Fund Management Co., Ltd., Yuyu New Energy Investment (Beijing) Co., Ltd. Yantai New Energy Investment Management Co., Ltd., Hubei Changjiang Weilai New Energy Investment Management Co., Ltd., Everbright China Ship New Energy Industry Investment Fund Management Co., Ltd. Management Co., Ltd., Guangdong Huadi New Energy Environmental Protection Investment Co., Ltd., Hubei New Energy Investment Management Co., Ltd., Shanghai Dafeng New Energy Investment Holding Co., Ltd. and Wuxi Jiangnan Renhe New Energy Investment Management Center (limited partnership); 0 to 500 million yuan.
    Note: The inquiry time is June 17, 2022; institutions with*No.*currently do not have a private equity fund that is being managed.
    7. The horizontal acquisition of new energy companies is expanded
    The merger and reorganization incidents in China's new energy industry. From the perspective of global perspective, the current type of mergers and reorganizations is mainly to expand the scale of the horizontal acquisition of medium reaches.
    8. Summary of investment and financing and merger and reorganization of the new energy industry

    In more industry research and analysis, please refer to the "China New Energy Industry Development Prospects and Investment Strategic Planning Analysis Analysis of the New Energy Industry in China Report".

  2. The global energy market is currently in the transition period. The rapid growth and acceleration of energy demand are more from developing economies represented by Asia, not traditional energy markets in the organization. With the continuous improvement of energy efficiency, global energy consumption growth has slowed down. At the same time, under the common drive of scientific and technological progress and environmental demand, the energy structure is transforming to a cleaner and lower carbon fuel.

    In in recent years, the development trend of China's new energy industry in recent years, central enterprises and local state -owned enterprises have increased investment in the fields of wind power, nuclear power, solar energy, and biomass energy, and gradually formed industrial clusters. Such as: investment in nuclear power plant projects in the eastern coastal areas, wind power projects in the Northwest region, and the construction of solar photovoltaic industrial bases, etc., are mainly promoted and implemented by large state -owned enterprises. On the whole, the investment efforts of large state -owned enterprises in the field of new energy are increasing. However, as new energy sources gradually open to private capital, more and more private enterprises have entered the industry. From the perspective of the overall market, the share of state -owned enterprises is relatively. Speaking is a downward trend.

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