Energy Fund Partner Zhang Li: Carbon Neutrality Starts Investment 3.0 Era
According to Zhang Li’s understanding, the development of venture capital has undergone three evolutions.
The investment in the carbon neutral era will usher in the 3.0 era of venture capital. If the ecological understanding is not in place, it will be quickly eliminated.
The requirements for investors and entrepreneurial teams are cross-border and comprehensive. Regardless of investors, teams or ecological partners, they all need to move forward together toward the goal, which is unprecedented in history
New logic & thinking
First, the trend of investment in the energy industry, that is, decarbonization, decentralization, and digitization.
Second, in the carbon neutral era, fewer and fewer companies rely on single-point technology to succeed. Entrepreneurs need to have ecological thinking, leveraging various resources, building a composite team, technology, implementation, customers, policies and other aspects. All factors determine the success of a startup company.
Third, when the supply chain, customers, and the entire ecosystem can be linked together, there are good products and market opportunities, and technology is leading.
The iterative improvement of the supply chain is a microcosm of the improvement of China’s national strength. In terms of photovoltaics and batteries, China’s supply chain has been cultivated to be the strongest supply chain in the world. For lithium batteries and battery cells, in addition to companies like CATL, there will be a second, third, and more companies like CATL in China.
The same is true for new energy vehicles. In the Industry 4.0 system of new energy vehicle production, including automated scheduling of the system, three-dimensional warehouses, etc., the production environment has undergone tremendous changes.
Then there is logistics corresponding to this, and the infrastructure has also changed. The logistics supply chain, logistics automation, warehousing automation, data analysis, new energy vehicles and zero-carbon parks, and the carbon neutrality of the city are linked together, which contains many opportunities.
With regard to the 5% reduction in carbon emissions after the electrification of transportation, approximately 20 million new passenger vehicles are added each year.
The goal is to replace newly-increased fuel vehicles with new energy vehicles. Electricity is the future trend. The contribution of transportation to carbon reduction, even if transportation is reduced, is not as good as industrial pollution reduction. This trend contains trillions of investment opportunities.
