In 2002, an ice shelf covering an area of ??3,250 square kilometers broke off in Antarctica and melted completely within 35 days.

According to NASA data, Greenland is losing an average of 221 cubic kilometers of ice sheet every year, twice as much as in 1996.

These figures have made mankind deeply aware of the far-reaching impact of carbon emissions, so the concept of "carbon neutrality" has been pushed to a peak.

Zhang Lei, founder and CEO of Hillhouse, pointed out at the recently held China Development Forum 2021 Annual Economic Summit that the world is in an important historical period of transition from high carbon to low carbon and net zero carbon, which will promote the transformation of energy, manufacturing, technology,

Restructuring of value chains in many industries.

Zhang Lei also revealed that Hillhouse has in-depth laid out the upstream and downstream industrial chains of photovoltaics, new energy vehicles and chips in accordance with the "carbon neutral" technology roadmap.

"Carbon neutrality" will "force" low-carbon transformation of enterprises. A silent new track has emerged around the fields of "green new infrastructure" such as new energy technologies, materials, and processes.

When "Carbon Neutrality" is in Progress "Carbon Neutrality" means offsetting the carbon dioxide or greenhouse gas emissions produced by human behavior in the form of afforestation, energy conservation and emission reduction, achieving positive and negative offsets, and achieving relatively "zero emissions".

Since 1997, the concept of "carbon neutrality" has gradually become popular in the West.

Today, countries around the world have set medium- and long-term goals from carbon peaking to carbon neutrality. The transition period from peaking to carbon neutrality in most developed countries is about 60 years, while China has pledged to reach carbon neutrality by 2030.

Peak, carbon neutrality will be achieved by 2060, with a transition period of only 30 years.

At the same time, more and more companies at home and abroad are taking the initiative to seize the historical opportunity of "carbon neutrality".

Tesla earned US$1.58 billion in revenue last year from selling carbon emission credits alone. This revenue comes from 11 federal states in the United States requiring local auto plants to sell a certain proportion of zero-emission vehicles by 2025. If they fail to meet the requirements,

Points must be purchased from energy companies such as Tesla or face huge penalties.

The same as Tesla, the domestic Weilai Automobile generated 100,000 new energy points in 2019, which can generate 120 million yuan in revenue.

Amazon launched a large number of low-carbon products with "Climate Friendly Commitment" labels on its shelves in 2019, all of which use low-carbon and environmentally friendly technologies.

Apple announced at last autumn's press conference that it would cancel the included headphones and charging plugs, saying it would reduce carbon emissions by 2 million tons per year in production and logistics. Apple had already established a green energy company to directly sell green electricity.

Microsoft founder Bill Gates has directly invested in many carbon neutrality-related projects such as carbon capture and carbon storage technology. He believes that if carbon emissions cannot be nipped in the bud, carbon emissions must be eliminated indirectly.

Domestic Internet technology companies such as Tencent, Alibaba, and Baidu continue to innovate in energy-saving management methods such as data centers. Based on their respective energy-saving technologies, they can reduce carbon emissions by 23,300 tons per year and reduce energy consumption by more than 70%.

And like foreign technology giants, the amount of clean energy they purchase is increasing year by year.

Many companies around the world are committed to the cause of carbon neutrality. On the one hand, it is due to the pursuit of environmental protection, and on the other hand, it is the huge commercial value and development prospects behind it.

New Opportunities in the Industrial Chain Zhang Lei pointed out that achieving carbon neutrality can bring many new economic growth points, create more high-quality jobs and entrepreneurial opportunities in low-carbon fields, and bring about improvements in economic competitiveness, social development, environmental protection, etc.

benefit.

In the fields of electricity, transportation, industry, new materials, construction, agriculture, negative carbon emissions, information communications and digitalization, some new green technologies and models are constantly emerging, giving birth to important investment opportunities.

Taking "new energy vehicles" as an example, it involves complete vehicles, batteries, motors and lithium ore resources, covering a wide range of areas and numerous related companies. On this carbon-neutral track, all upstream and downstream companies will benefit.

will show considerable growth.

Promoting green energy technology and low-carbon technology is an incremental innovation for emerging industries, and it is also a driving force for traditional industries that are relatively weak in digitalization and intelligence.

For example, in industries like agriculture, people have easily ignored or even forgotten it during the rapid development of the Internet for a long time. However, technological innovation has given birth to new vitality for agricultural science and technology.

The development of technology can be selectively green and low-carbon.