张天：消费侧新能源资产是新蓝海

Group 1 - The core viewpoint emphasizes the interconnection between green transformation, technological innovation, and ESG, with green transformation being the primary investment goal and qualitative measure [1] - Investment decisions are significantly influenced by the potential for green transformation, which directly impacts investment returns and effectiveness [1] - Current asset investments are leaning towards mature technologies, while cutting-edge technologies require longer commercialization cycles and incubation scenarios [1] Group 2 - Future opportunities in the consumption-side renewable energy assets, such as photovoltaic, energy storage, and charging facilities driven by carbon-neutral parks, will become a key component of major asset management platforms [2] - China has developed a multi-trillion yuan renewable energy asset market, with consumption-side assets increasingly showcasing market-oriented and tradable characteristics due to policy openness and improved comprehensive energy utilization [2] - Renewable energy assets possess high levels of digitization and informatization, allowing integration with blockchain technology for traceable and immutable data, making them reliable income-generating assets in the Web3 domain [2]