国际资本抢滩港股新能源赛道

Group 1 - Over 20 new energy companies have submitted listing applications in Hong Kong since the second half of last year, indicating strong international capital interest in the new energy sector [1] - International investors are leveraging Hong Kong to bet on the new energy sector, recognizing the global energy transition trend and China's leading position in the new energy industry [1] - China has established a global leading position in photovoltaic manufacturing and electric vehicles, with competitive companies attracting international capital eager to share in their growth opportunities [1] Group 2 - Since 2015, companies in electric vehicles, energy storage, and hydrogen have been listed in Hong Kong, driving the capitalization process of the entire industry chain [2] - The market capitalization of the Hong Kong new energy sector has grown from $125 billion in 2015 to $568 billion by March 2025, representing an increase of over four times and accounting for 12.5% of the total market capitalization of Hong Kong stocks [2] - Numerous new energy companies are continuously listing in Hong Kong, providing foreign institutions with more suitable investment targets [2] Group 3 - The valuation level of the Hong Kong new energy sector is currently low, making it attractive for international capital [3] - Sovereign wealth funds from the Middle East and Northern Europe have increased their holdings in Chinese assets, with Hong Kong becoming a core channel for allocating high-quality equity assets in Asia [3] - The value re-evaluation wave of the Hong Kong new energy sector has begun, with the growth potential of companies in electric vehicles, energy storage, and photovoltaics becoming increasingly evident [3]