绿色科技领域投资存在“供需失衡” 拥有“慧眼”识别早期技术潜力的专业资本不足

Core Viewpoint - The green technology industry in China is experiencing rapid growth driven by the "dual carbon" goals, with a current market value of approximately 11 trillion yuan, but faces challenges such as funding imbalances and technological development issues [1][9]. Group 1: Industry Growth and Challenges - China's green low-carbon industry has achieved significant breakthroughs in clean energy generation, with installed capacity for wind and solar power exceeding 1.67 billion kilowatts, accounting for about 45.8% of total power generation capacity by June 2025 [1]. - There is a notable "supply-demand imbalance" in the green technology sector, where policy-driven funds tend to favor state-owned enterprises and large projects, leaving private and small-scale innovative companies underfunded [1][9]. - The investment landscape is characterized by a concentration of funds in the primary market, with limited total capital available for green technology, leading to a mismatch between investment supply and demand [9]. Group 2: Technological Support for Green Finance - Advances in artificial intelligence, big data, and blockchain technology are improving the accuracy of data collection and measurement in green finance, helping to track carbon footprints and monitor emissions [4]. - Blockchain technology enhances data integrity, reducing the occurrence of "greenwashing" by ensuring that data and indicators are immutable and verifiable [5]. - The integration of green finance and technology can drive innovation in environmental technologies, helping companies reduce carbon emissions and pollution [4]. Group 3: Corporate Dynamics in Green Transition - Companies exhibit uneven motivation and resources in pursuing green finance and transformation, with some viewing it as a cost burden rather than a value-creating opportunity [6]. - Delaying transformation may lead to higher costs in the future, and companies can achieve energy efficiency improvements through technology upgrades rather than complete equipment replacement [7]. - The perception of sustainability as either proactive or reactive influences corporate decisions on green transformation, affecting their long-term value focus versus short-term cash flow [7]. Group 4: Role of Institutions in Green Technology Development - The collaboration between academia, financial institutions, and technology companies is crucial for advancing green technology [10]. - Universities focus on foundational technology research, while companies drive practical applications, creating a feedback loop that fosters innovation [11][12]. - Financial institutions, particularly venture capital and private equity funds, play a key role in early-stage investments in green technology, but face challenges in understanding business models and lack of successful case studies [13].