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青域基金髮「碳中和」投資藍皮書:料未來五年新能源車銷量複合增逾三成
據《證券日報》近日報道,於內地專注於清潔技術投資的着名VC青域基金在杭州發佈了《碳中和綠色投資藍皮書》,青域基金管理合夥人林霆介紹指「碳中和」主題的綠色股權投資大有可爲,該《藍皮書》還提出,工業是中國僅次於電力及熱力生產的第二大碳排放來源,鋼鐵、水泥、建築和礦業領域的碳減排對於實現碳中和至關重要;長期看來,中國碳交易的年成交量有望突破100億元人民幣(下同),市場規模有望達到5,000億元人民幣。

根據青域基金的研究,「碳中和」主題投資蘊藏的機會主要在電力、交通運輸、工業、CCUS(碳捕獲、利用和封存)、碳交易與綠色金融等五大領域。在交通運輸行業,道路運輸是交通運輸領域能源消耗的最主要來源,佔比高達73.5%。交通領域的節能減排主要包括在制定行業發展目標過程中,將節能減排作爲發展內容。同時加強電動汽車的普及,使用電動汽車或者氫燃料電池汽車替代燃油車,以減少二氧化碳排放。

青域基金預計,到2025年新能源汽車銷量佔全部汽車銷量的20%,到2035年預計達到50%,未來5年新能源車銷量CAGR超過30%,增長空間非常可觀;2025/2030年中國燃料電池汽車銷量將分別達到4.3萬輛和23.0萬輛,未來十年銷量年均複合增速CAGR爲55%。

《藍皮書》指出,在政策大力扶持和新能源汽車銷量爆發兩大驅動下,預測2019至2024年充電樁行業市場規模CAGR將保持在25.9%,2024年市場規模有望達到179億元。青域基金目前管理了四期基金超過20億人民幣的資產,目前正在進行第五期基金的募集。

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