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Cleanbridge:2023年全球清洁能源经济领域基础设施投资报告(中译版)(139页).pdf

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1、Infrastructure Investment in the Global Clean Economy20232DisclaimerThis presentation is for informational purposes.The information contained in this presentation does not purport to be complete.All of the information contained herein is subject to change without notice.Each recipient of this presen

2、tation should conduct its own independent investigation and assessment of the contents of this presentation and make such additional enquiries as it deems necessary or appropriate.CleanBridge Securities LLC and its affiliate CleanBridge Advisors(UK)Ltd.(together CleanBridge)have based this document

3、on information obtained from sources it believes to be reliable,but which have not been independently verified.Except in the case of fraudulent misrepresentation,CleanBridge makes no representation or warranty(express or implied)of any nature or accept any responsibility or liability of any kind for

4、 the accuracy or sufficiency of any information,statement,assumption,or projection in this document,or for any loss or damage(whether direct,indirect,consequential,or other)arising out of reliance upon this presentation.Statements made in this presentation relating to the fund are intended as a summ

5、ary and not a complete description and may be subject to change.CleanBridge is under no obligation to keep current the information contained in this document.This document is not intended for distribution to,or use by,any person or entity in any jurisdiction or country where such distribution or use

6、 would be contrary to law or regulation.The information herein does not constitute an offer to sell or solicitation of an offer to make investments in designated investments in any jurisdiction.The information herein does not take into account the investment objectives,financial situation or needs o

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1. **全球清洁经济投资需求激增**:为实现2050年净零目标,2020年代需年均投资6万亿美元(较此前3.2万亿增长87%),其中可再生能源需1.15万亿美元(2020年仅0.3万亿)。 2. **区域与行业重点**:中、美、欧占净零投资需求的60%;能源领域主导基建交易(2022年占比63%),太阳能、风电和电动车投资领先(2022年全球清洁能源投资1.1万亿美元)。 3. **基建市场动态**:2022年基建募资1388亿美元(北美占68%),AUM预计2027年达1.9万亿美元(CAGR 13.3%);能源价格波动推动传统与可再生能源互补投资。 4. **头部机构动向**:Brookfield、KKR等主导募资;3i、Actis等聚焦可再生能源(如3i投资法国Valorem风电,Actis收购印度太阳能项目)。
绿色投资趋势? 基础设施机遇? 清洁经济前景?
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