Generation side opportunities: take photovoltaic as the core, focus on "improving photoelectric conversion efficiency and reducing cost", and iterate the technology of silicon wafer (the trend of large-scale and thin silicon wafer) and battery wafer (i3sf battery pkrc battery hjt battery TOPCON battery perovskite battery);
Grid side opportunities: smart grid transformation that can accept large-scale renewable energy (focusing on grid intelligent control and basic digital capability, and solving various problems such as grid information collection, transmission, processing and sharing), microgrid system and distributed generation;
Energy storage side opportunities: improved safety, cost reduction and large-scale application of energy storage technology (focusing on lithium iron phosphate battery and sodium ion battery);
Overview of transportation industry chain: focusing on the main track of "substitution of new energy electric vehicles for fuel vehicles", the penetration rate of new energy vehicles will exceed 20% in 2025, with four times the growth space in three years, and focusing on the three electric systems of new energy vehicles "motor, electronic control and battery" as the core industry chain;
Opportunities in the field of motor: permanent magnet synchronous motor (passenger car), induction asynchronous motor (commercial vehicle), switched reluctance motor (construction machinery / forklift)
Opportunities in the field of electronic control: highly integrated, the higher the integration, the higher the efficiency;
Opportunities in battery field: liquid battery (positive electrode, negative electrode, electrolyte, diaphragm); Solid state battery (sulfide, oxide, etc.); Hydrogen fuel cell industry chain;
Industry status: hydrogen energy is the most environmentally friendly / easily available energy, which can achieve "zero" emission. It is known as an "ultimate clean energy". Hydrogen energy is an important part of energy reform in the future.
Investment opportunities: hydrogen production - low carbon / low cost is the focus of development; Storage and transportation - gaseous / liquid / solid / organic hydrogen storage / ammonia hydrogen storage, focusing on the industrial chain of "improving hydrogen storage density / safety / low cost"; Hydrogen fuel cell - key materials / core components
Industry status: the production and construction of building materials have reached the peak, and the peak carbon emission of building operation needs to be completed urgently, with public and Shangbei buildings as the focus
Investment opportunities: it is more traditional to travel north, and the opportunities for blood creating enterprises are mainly reflected in low-carbon building materials, new energy utilization technology and building intelligent management technology
Main industries: thermal power plants, steel plants, cement plants and petrochemical plants have large total emissions and strong payment ability. They are the main paying customers of industrial carbon neutralization
CCUs: at present, Gongbei is the core solution of low-carbon. At present, the overall technology is in the industrial demonstration stage, and the technology cost is an important factor affecting its large-scale application
Investment opportunities: Chuangbei enterprise focuses on the technological optimization of carbon capture and utilization, industrial blood Internet of things and factory digital system
Core elements: carbon emission accounting and digital management system to improve their management ability in emission reduction / carbon trading; At the same time, carbon emission management is realized for the whole product life cycle
Investment opportunities: the first step - Consulting / software system of each production link of the industrial chain based on the accounting method (inefficient / essential cxccl); Part II - real time / accurate / automatic detection based on sensor grasping system
