The core content of this paper: overall financing situation of new energy industry, single financing situation, investment and financing rounds, regional distribution of investment and financing, financing products, investors, industrial investment funds of new energy industry, and representative events of mergers and acquisitions of global new energy industry.
1, the enthusiasm for investment and financing in the new energy industry continues to rise.
According to the IT orange database, from 20 15 to 202 1 year, the amount of investment and financing and the number of investment events in China's new energy industry showed an increasing trend. In 20021year, the amount of investment and financing events in China's new energy industry rose linearly, from 7221700 million yuan in 2020 to 202 116.28 million yuan, with a year-on-year increase of 40.73%. The number of investment events increased from 7 1 in 2020 to142,5438+0 in 2026, with a year-on-year increase of 100%. In 20021year, the number of investment and financing events and the amount of investment and financing in China's new energy industry reached a historical peak, and the investment enthusiasm of the industry continued to rise.
As of June 17, 2022, there were 89 investment and financing incidents in China's new energy industry, exceeding the whole year of 2020.
Total number of investment and financing events; The accumulated investment and financing amount reached 48.754 billion yuan, reaching the third highest point in recent years.
Note: The above statistical time is as of June 2022 17, the same below.
2. The investment and financing of new energy industry is still in the early stage.
Judging from the single financing amount, the single investment and financing amount of 20 15-202 1 China new energy industry showed obvious cascade distribution. On July 8, 2020, Contemporary Ampere Technology Co., Ltd. increased its capital, led by Gao Ying, Honda, JPMorgan Chase, Guotai Junan, UBS, Pacific Insurance and Nortel. On June, 20265438 1 day, the IPO of Three Gorges New Energy (600905) went public, and the financing amount reached 22.5 billion yuan, and the amount of single investment and financing event in the industry also reached the historical peak.
On the other hand, in 20 15-20 19, the overall investment amount of China's new energy industry is small, and the single event investment and financing amount does not exceed 5 billion yuan (the highest single investment and financing amount in 20 18 is 5 billion yuan); 20 15 and 20 17 years, both of which did not exceed 10 billion yuan.
From the analysis of investment rounds, the financing rounds of the new energy industry are still in the early stage, and there are few financing rounds after the C round. According to the previous analysis, although the financing events and financing amount of the new energy industry have increased since 2020, combined with the round analysis, it is mainly because the new energy industry is in the "window period" where the financing of early startups generally rises, and the same situation exists in 202 1.
3. Investment and financing in the new energy industry are concentrated in Jiangsu, Beijing, Guangdong, Shanghai and Zhejiang.
From the perspective of enterprise financing in new energy industry, there are currently the most financing enterprises in Jiangsu Province, with a total of 1 13 from June 438+07, 1965 to June 2022, among which the total financing events in new energy industry in Jiangsu Province reached 17, with 5438+0 in 2026.
4. The investment and financing of new energy industry focuses on the research and development of lithium battery related products and new energy products.
2021-June 2022 17, the investment and financing events of new energy industry in China are summarized as follows:
Note: the inquiry time is June, 2022 17, the same below; Other fuel and energy batteries include wind energy, fire energy, power batteries and other fuel and energy batteries.
From the analysis of the main products and business of financing enterprises in 20021-2022, the investment focus of China's new energy industry has always been the research and development of lithium batteries and related products and new energy products and technologies, with lithium batteries and related products as the main products: the investment and financing events of lithium batteries and related products accounted for 38.29% in 20021year, and the investment and financing events in the research and development of new energy products and technologies. From June to June, 2022, the investment and financing events of lithium batteries and related products accounted for 29.33%, and the investment and financing events of new energy products and technology research and development accounted for 65,438+07.20%.
5. The investors in the new energy industry are mainly investment enterprises.
According to the summary of investors in the new energy industry, at present, investors in China's new energy industry mainly invest, accounting for more than 50%; Representative investors include CICC, Sequoia Capital China and Gaoyou Venture Capital. Industrial investors include China Petrochemical, BYD, Xiaomi Group, CRRC and Contemporary Ampere Technology Co., Ltd., accounting for 265,438+0.40%.
6, the new energy industry investment fund
At present, there are many industrial investment funds in the new energy industry. At present, China Asset Management Association has 13 related industry funds. They are: Baicheng Innovation Energy Venture Capital Fund Management Co., Ltd., Beijing An Peng Xingyuan New Energy Private Equity Fund Management Co., Ltd., Guochuang (Beijing) New Energy Automobile Investment Fund Management Co., Ltd., Yuyuan New Energy Investment (Beijing) Co., Ltd., Shenzhen Qianhai Shentai New Energy Investment Management Co., Ltd., Hubei Changjiang Weilai New Energy Investment Management Co., Ltd., Everbright CSSC New Energy Industry Investment Fund Management Co., Ltd. Guangzhou Yipo New Energy Industry Investment Management Co., Ltd., Beijing Bai Rong New Energy Investment Management Co., Ltd., Guangdong Huadi New Energy Environmental Protection Investment Co., Ltd., Hubei New Energy Investment Management Co., Ltd., Shanghai Dafeng New Energy Investment Holding Co., Ltd., Wuxi Jiangnan Renhe New Energy Investment Management Center (limited partnership); Its management scale is mainly 0-500 million yuan respectively.
Note: the inquiry time is June, 2022 17; The institutions marked with * do not currently manage private equity funds.
7. Horizontal acquisition of new energy enterprises will expand the scale.
At present, there are many mergers and acquisitions in China's new energy industry. From a global perspective, the current M&A type is mainly horizontal acquisition of midstream enterprises to expand the scale.
8. Summary of investment and financing, merger and reorganization of new energy industry
For more research and analysis on this industry, please refer to the Analysis Report on the Development Prospect and Investment Strategic Planning of New Energy Industry in China by Forward-looking Industry Research Institute.