全球清洁技术投资行业市场前景及投资研究报告-培训课件外文版2024.5风电光伏储能

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TRENDSGlobalinvestmentsincleantechCHAPTER

01OverviewInvestmentsinenergytransitiontechnologiesworldwidefrom2004to2022(inbillionU.S.dollars)Investmentsinenergytransitionworldwide2004-20221,2001,0008001,11084962660052248246842239440031026724121321120001551521207950322004

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20223/statistics/1201435/global-investment-in-energy-transitionThetotalglobalenergytransitioninvestmenttowardsdecarbonizationamountedto1.11trillionU.S.dollarsin2022,whichwasanewrecord.Thatwasa31percentincreasecomparedtothepreviousyear'sinvestmentsintheenergytransition.

ReadmoreNote(s):Worldwide;2004to2022Source(s):BloombergNEFInvestmentsinenergytransitionworldwidein2022,byleadingcountry(inbillionU.S.dollars)Globalenergytransitioninvestments2022,byleadingcountryInvestmentinbillionU.S.dollars200

3000100400500600ChinaUnitedStatesGermanyFrance546141552928UnitedKingdomJapan2317IndiaSouthKoreaSpain191716Italy4Description:Chinawasbyfartheleadingcountrybasedonenergytransitioninvestmentsworldwidein2022.China'senergytransition-relevantinvestmentsamountedto546billionU.S.dollarsthatyear.InadistantsecondplacethatyearwastheUnitedStates,withenergytransition-relatedinvestmentsamountingto141billionU.S.dollars.ReadmoreNote(s):Worldwide;2022Source(s):BloombergNEFDistributionofcleanenergytechnologymanufacturingasof2023,byregionShareofcleanenergytechnologiesmanufacturing2023,byregionChinaEuropeanUnionUnitedStatesOther120%100%9%7%8%12%20%8%80%16%60%40%20%0%79%76%64%SolarWindBatteries5Description:Chinaisthegloballeaderincleanenergytechnologymanufacturing.Asof2023,theAsiancountryaccountedfor79percentofsolar,76percentofbatteries,andsome64percentofwindpowertechnologymanufacturingworldwide.Meanwhile,theEuropeanUnioncameinsecondintermsofbatteriesandwindtechnologies,butbyawidemargin.Chinaisalsohometomostofthecleanenergytechnologymanufacturingpipeline.ReadmoreNote(s):Worldwide;2023Source(s):CanaryMedia;IEACumulativerenewableenergyinvestmentworldwidefrom2000to2020,bydecade(inbillionU.S.dollars)Globalcumulativeinvestmentinrenewableenergy2000-2020,bydecade3,0002,5002,0001,5001,0002,8412,25458750002000-20092010-20202000-20206Description:Approximately2.8trillionU.S.dollarswasinvestedworldwideforrenewableenergybetween2000and2020.Roughly80percentofthistotalwasgeneratedintheperiod2010to2020.In2022,globalinvestmentsinenergytransitiontechnologies,suchasrenewablesandelectrifiedtransportation,exceededonetrillionU.S.dollarsforthefirsttime.ReadmoreNote(s):Worldwide;2000to2020Source(s):AfDB;IRENAClimatetechmarketsizeworldwidefrom2022to2023,withaforecastto2033(inbillionU.S.dollars)Globalclimatetechmarketsize2022-203320018016014012010080182.54146.57117.6994.5175.8860.9320286048.93202739.2920264020031.55202525.33202420.34202316.552022202920302031203220337Description:Theglobalclimatetechmarketwasvaluedat20.34billionU.S.dollarsin2023,anincreaseof23percentfrom2022.Themarketisexpectedtoexperienceconsiderablegrowthoverthenextdecadetoreach183billionU.S.dollarsin2033,registeringaCAGRof24.5percentduringtheforecastperiodof2023to2033.Thegrowthintheclimatetechmarketwillbeattributabletotheincreasedawarenessoftheclimatecrisisandthethegrowingurgencyforprovidingsolutionstomitigateclimate[...]

ReadmoreNote(s):Worldwide;2022to2023;ProjectionbasedonaCAGRof24.5percentfrom2023to2033.Source(s):FutureMarketInsights;CHAPTER

02InvestmentsValueofventurecapitalinvestmentsinclimatetechnologyworldwidefrom2010to2022,withaforecastfor2023(inbillionU.S.dollars)Globalclimatetechnologyventurecapitalinvestments2010-202380706050403070.13736.222.619.12010014.9126.13.21.81.91.92.21.620102011201220132014201520162017201820192020202120222023*9Description:In2022,globalclimatetechventurecapitalfundingincreased89percentyear-on-yeartoreach70.1billionU.S.dollars.However,fundingisforecasttodroptobelow40billionU.S.dollarsin2023asinvestmentslows.

ReadmoreNote(s):Worldwide;2010to2022;*ForecastReadmoreSource(s):HolonIQDistributionofventurecapitalinvestmentsinclimatetechnologyworldwidein2021and2022,byregionGlobalshareofVCfundinginclimatetechnology2021-2022,byregionUnitedStatesEuropeChinaIndiaRestofWorld120%100%80%60%40%20%0%6%1%13%5%17%15%22%26%54%41%2021202210Description:Therewas70billionU.S.dollarsofclimatetechventurecapitalfundingworldwidein2022.TheUnitedStatesaccountedfor41percentofglobalclimatetechVCin2022,downfrom54percentthepreviousyear.Ontheotherhand,Europe'sshareofVCincreasedfrom22percentin2021to26percentin2022.ReadmoreNote(s):Worldwide;2021to2022Source(s):HolonIQTotalclimatetechventurecapitalfundingworldwidefrom2010to2023,bycountryorregion(inbillionU.S.dollars)Globalclimatetechventurefunding2010-2023,byregionVenturefundinginbillionU.S.dollars0102030405060708090100UnitedStatesChina92.251Europe37.6India6.9RestofWorld17.811Description:Theglobalclimatetechsectorattractedmorethan200billionU.S.dollarsinventurecapitalfundingbetween2010andQ12023.TheUnitedStatesreceivedthelargestproportionofVCfundingduringthisperiod,at92.2billionU.S.dollars.ThiswasmorethanthecombinedclimatetechVCraisedinChinaandEurope.ReadmoreNote(s):Worldwide;2010to2023;FiguresasoftheendofQ12023Source(s):HolonIQVenturecapitalinvestmentinclimatetechnologystartupsworldwidefrom1stquarter2020to2ndquarter2023(inbillionU.S.dollars)Globalclimatetechnologystartupventurefunding2020-2023,byquarter1613.7141210812.311.31110.59.797.57.46.66.55.7643.2320Q12020

Q22020

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Q2202312Description:Venturecapitalinvestmentsinclimatetechnologystartupsworldwidestoodat6.5billionU.S.dollarsinthesecondquarterof2023,slightlydownfromthepreviousquarter.Whencomparedtoayearearlier,globalclimate-techventurefundingdecreasedbyaround38percent.In2023,venturecapitalinvestmentsinclimatetechnologyreachedthelowestfiguressince2020.Energyandtransportationarethesectorsreceivingthelargestclimate-techventurefunding.

ReadmoreNote(s):Worldwide;Q12020toQ22023;GlobalventurecapitalinvestmentacrosskeyclimatetechsectorsSource(s):CanaryMedia;ClimateTechVCNumberofclimatetechstartupventurecapitaldealsworldwidefromQ12021toQ12023QuarterlynumberofclimatetechstartupVCdealsworldwide2021-2023500470458451442450400350300250200150100504324304024042790Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q12023*13Description:InQ12023,thenumberofclimatetechstartupVCdealsworldwidetotaled279.Thiswasadeclineof31percentfromthepreviousquarter.ThehighestnumberofclimatetechstartupVCdealswasobservedinQ32022,at470.

ReadmoreNote(s):Worldwide;*AsofMarch21,2023ReadmoreSource(s):PitchBookLeadingclimatetechunicornstart-upsworldwidein2023,byvaluation(inbillionUSdollars)Valuationofclimatetechunicornsworldwide2023ValuationinbillionU.S.dollars02468101214Northvolt(Sweden)WMMotor(China)11.877Meicai(China)OlaElectric(China)OctopusEnergy(UK)Hozon(China)55444FarmersBusinessNetwork(U.S.)CommonweathFusionSystems(U.S.)AuroraSolar(U.S.)3.83.83.8CSISolar(U.S.)Convoy(U.S.)RedwoodMaterials(U.S.)HelionEnergy(U.S.)3.73.514Description:Swedishlithium-ionbatterymakerNorthvoltbecameaunicornin2019,andhadavaluationof11.8billionU.S.dollarsasofJanuary2,2023,thehighestofanyclimatetechunicornworldwide.Onlytwooftheworld's20highestvaluedclimatetechunicorncompanieswerebasedoutsideoftheUnitedStatesandChinaatthestartof2023.Collectively,theleading20climatetechunicornsaroundtheworldwerevaluedatroughly88billionU.S.dollars.ReadmoreNote(s):Worldwide;2023;Climatetechstart-upsthatarevaluedatoveronebillionU.S.dollarsSource(s):HolonIQCHAPTER

03SegmentsInvestmentsintheenergytransitionworldwidein2022,bytechnology(inbillionU.S.dollars)Globalinvestmentsinenergytransition2022,bytechnology60049550040030020010004666431.83015.76.41.1RenewableenergyElectrifiedtransportElectrifiedheatNuclearSustainablematerialsEnergystorageCarboncaptureandstorageHydrogen16Description:Therenewableenergysectorhadthehighestinvestmentvalueoverallamongallenergytransition-relevantsectorsworldwidein2022,at495billionU.S.dollars.Thatwascloselyfollowedbyexpenditureonelectrifiedtransportation,withinvestmentsamountingto466billionU.S.dollarsin2022.ReadmoreNote(s):Worldwide;2022Source(s):BloombergNEFDistributionofinvestmentsintheenergytransitionworldwidein2022,bytechnologyBreakdownofglobalinvestmentsinenergytransition2022,bytechnologyCarboncaptureandstorage0.6%Sustainablematerials2.7%Electrifiedheat5.8%Energystorage1.4%Hydrogen0.1%Nuclear2.9%Renewableenergy44.0%Electrifiedtransport42%17Description:Globalinvestmentsinthelow-carbonenergytransitiontotaled1,110billionU.S.dollarsin2022.Therenewableenergysector,whichincludeswind,solar,biofuels,andotherrenewables,accountedforthelargestshareofinvestments,at44.6percent.Electrifiedtransportationfollowedclosely,receivinga42percentshareofglobalfunding.ReadmoreNote(s):Worldwide;2022;Basedontotalinvestmentsof1,110billionU.S.dollarsSource(s):BloombergNEF;Newinvestmentinrenewableenergyworldwidefrom2004to2022(inbillionU.S.dollars)Worldwideinvestmentinrenewableenergy2004-20226005004003002004954233633193153012852852662622412132111551521207910005032200420052006200720082009201020112012201320142015201620172018201920202021202218Description:In2022,thetotalnewinvestmentinrenewableenergyamountedtoapproximately495billionU.S.dollarsworldwide.Thiswasa17percentincreasefromthepreviousyear.

ReadmoreNote(s):Worldwide;2004to2022Source(s):BloombergNEFInvestmentinrenewableenergytechnologiesworldwidein2022,bysector(inbillionU.S.dollars)Globalrenewableenergyinvestmentbysector2022InvestmentsinbillionU.S.dollars050100150200250300298.21350SolarPVOnshorewind140.7Offshorewind33.75Solarthermal(includingCSP)Hydropower9.37.555.843.05BiofuelsBiomassGeothermal

0.1819Description:In2022,solarphotovoltaicswastherenewabletechnologythataccountedforthelargestshareofinvestments.InvestmentsinSolarPVamountedtoalmost300billionU.S.dollarsthatyear.Onshorewindenergyfollowedwithatotalof140billionU.S.dollarsinvested.Meanwhile,investmentsingeothermalenergystoodatroughly180millionU.S.dollars.ReadmoreNote(s):Worldwide;2022Source(s):ClimatePolicyInitiative;IRENATotalclimatetechventurecapitalfundingworldwidein2022,bysubsector(inbillionU.S.dollars)Globalclimatetechventurefunding2022,bysubsectorVenturefundinginbillionU.S.dollars10024681214161820StorageMobility18.411.4Agriculture&foodRenewables9.58CirculareconomyCarbonmarketsBuiltenvironmentResources6.25.44.94.7Data&financeBiosphere10.620Description:In2022,theglobalclimatetechsectorattracted70billionU.S.dollarsinventurecapitalfundingacrossmorethan3,300deals.Investmentswerehighestfortheenergystorageandmobilitysubsectorsthatyear,at18.4and11.44billionU.S.dollars,respectively.RenewablesreceivedthemostclimatetechVCfundinginthefirstquarterof2023.ReadmoreNote(s):Worldwide;2022Source(s):HolonIQDistributionofclimatetechstartupfundingdealsinNorthAmericaandEuropeinQ12023,byenvironmentalobjectiveClimatetechstartupfundingdealsinNorthAmerica&EuropeQ12023,byobjective80%74.4%70%60%50%40%30%20%10%0%16.6%3.1%2.3%2.1%1.5%Climatechangemitigation

Transitiontoacircular

Biodiversity&ecosystems

Pollutionprevention&economy

protection&restoration

controlClimatechangeadaptationSustainableuse&protectionofwater&marineresources21Description:Climatechangemitigationaccountedfornearlythree-quartersofclimatetechstartupfundingdealsinNorthAmericaandEuropeinthefirstquarterof2023.Thetransitiontoacirculareconomywastheenvironmentalobjectivewiththesecond-largestshareofdeals.ReadmoreNote(s):Worldwide,NorthAmerica,Europe;Q12023Source(s):NetZeroInsightsCHAPTER

04GreenbondsLargestU.S.dollardenominatedgreenbondfundsasofJanuary31,2023,byassetundermanagement(asofJanuary31,2023millionU.S.dollars)LargestU.S.dollardenominatedgreenbondfunds2023,byAuMAuMinmillionU.S.dollars01,0002,0003,0004,0005,0006,0006,0807,000TIAA-CREFCoreImpactBondFundAmundiPlanet-EmergingGreenOne(EGO)CalvertGreenBond1,440765LOFundsGlobalClimateBond684FranklinEuroGreenBondETF215149AegonUSSustainableFixedIncomeStrategyTIAA-CREFGreenBondInstitutionalFranklinMunicipalGreenBondFundAmundiFundsEmergingMarketsGreenBondFundArtesianGreenandSustainableBondFund*143122511122.1NikkoAMGlobalClimateBond

14TheColchesterGlobalGreenBondFund223Description:AsofJanuary2023,with6.1billionU.S.dollarsworthofassetsundermanagement(AuM),TIAA-CREFCoreImpactBondFundwasthelargestU.S.dollardenomintatedgreenbondfund.AmundiPlanet-EmergingGreenOne(EGO)wassecondintheranking,withassetsundermanagementamountingto1.44billionU.S.dollars.ReadmoreNote(s):UnitedStates;2023;*AuMsasofJune1,2023.ReadmoreSource(s):EnvironmentalFinanceLargestgreenbondfundsworldwideasofJanuary31,2023,byassetsundermanagement(inmillionU.S.dollars)LargestgreenbondfundsworldwideasofJanuary31,2023,byAuM7,0006,0806,0005,0004,0003,0002,0001,00002,0791,6711,6091,5101,4401,4231,08197095689388076524Description:AsofJanuary31,2023,TIAA-CREFCoreImpactBondFundwasthelargestgreenbondfundworldintermsofassetsundermanagemen,with6.1billionU.S.dollarsworthofassetsmanaged.SecondintherankingcameGoldmanSachsGreenBond,withassetsundermanagementamountingtoovertwobillionU.S.dollars.ReadmoreNote(s):Worldwide;AsofJanuary31,2023Source(s):EnvironmentalFinanceNumberofgreenbondsissuedworldwidein2022,bysectorNumberofgreenbondsworldwide2022,bysectorNumberofbonds02004006008001,0001,2001,4001,6001,8001,696BuildingsWater1,092Energy1,023TransportWaste718236LandUseIndustryICT1823730Unspecified15225Description:Thenumberofgreenbondsissuedworldwidein2022amountedto3,480.Thatyear,1,696greenbondswereissuedtofinanceprojectsinthebuildingconstructionsector.Thesecondlargestsectorintermsofvolumeofgreenbondsissuedwaswater,with1,092.ReadmoreNote(s):Worldwide;2022Source(s):ClimateBondsInitiativeDistributionofuseofproceedsfromgreenbondsworldwidebetween2014and2022,bysectorGlobalshareofgreenbondproceedusage2014-2022,bysector40%34%35%30%25%20%15%10%5%27%18%7%4%4%2%0%0%ICT0%EnergyBuildingsTransportWaterLanduseWasteIndustryUnspecifiedA&R26Description:Between2014and2022,justoveronethirdofproceedsfromgreenbondsgloballywereusedtofundprojectsintheenergysector.Thebuildingssectorwasthesecondlargestsectorprofitingfromtheproceedsofgreenbonds,withjustoveronequarter,followedbythetransportationsector.ReadmoreNote(s):Worldwide;2014to2022Source(s):ClimateBondsInitiativeLeadingcountriesintermsofvalueofgreenbondsissuedworldwidein2022(inbillionU.S.dollars)Globalgreenbondmarketvalue2022,bycountryValueinbillionU.S.dollars4001020305060708090ChinaUnitedStatesGermanyNetherlandsFrance85.464.461.226.724.8UnitedKingdomSpain18.415.114.9ItalyJapanCanadaSwedenDenmarkNorway12.5612.1511.310.429.0227Description:In2022,thegreenbondissuanceinChinaexceeded85U.S.dollars,whiletheUnitedStatescameinsecondwith64billionU.S.dollarsworthofgreenbonds.Greenbondsarefixed-incomeinstrumentswhicharespecificallydesignedtoraisemoneyforclimateandenvironmentalprojects.ReadmoreNote(s):Worldwide;2022Source(s):ClimateBondsInitiativeCHAPTER

05OutlookMarketsizeforkeycleanenergytechnologiesworldwideundertheAnnouncedPledgesScenario(APS)by2030,bycountry(inbillionU.S.dollarsperyear)Globalcleantechnologiesmarketsize2030,bycountry45039140035030025020015010050938044100ChinaEuropeanUnionUnitedStatesIndiaOtherAsia-Pacific29Description:Theglobalmarketsizeforkeycleanenergytechnologiescouldreachmorethan600billionU.S.dollarsperyearby2030ifcountriesfullyimplementannouncedenergyandclimatepledges.Chinawoulddominatethemarket,atsome391billionU.S.dollarsperyear.KeycleanenergytechnologiesincludesolarPVsystems,batteries,windsystems,heatpumps,electrolysers,andfuelcells.DomesticdemandinChina,theEU,theU.S.,andIndiawouldaccountforroughlythree-quartersofthe[...]

ReadmoreNote(s):Worldwide;2022Source(s):IEARemaininggapintechnologiestoachievenet-zeroemissionsworldwideby2050Technologygaptoachievenet-zeroemissionsworldwide2050120%100%80%60%100%40%20%0