大赛邀请了北京大学汇丰商学院管理学教授、创新创业中心执行主任张坤、中山市翠亨新区团工委书记 杨智能、汉唐资本首席执行官孙磊、紫荆湾投资董事长姜宏岩、前海天合梧桐基金合伙人王菲芸、中国 国家行政学院(香港)工商专业同学会副秘书长刘建宏、香港大学元创谷总监于大川、汇丰银行市场总监 姚庆庆等作为嘉宾评委。 现场投资人及评委认为，中微子发电能是一种前沿的绿色能源类型，且具备了商业化能力，有潜力与可 控核聚变共同成为未来主力绿色能源。 5月14日，北大汇丰-剑桥嘉治全球创新创业大赛2025深圳赛在深圳前海中英研究院举办。宇太能源的中 微子发电项目以显著优势获得选拔赛第一名，实现晋级。 广东宇太新能源是前沿的中微子发电技术企业，产品覆盖10KW-1000KW中微子发电设备。该发电技术 兼具绿色、稳定、低成本优势，无化石能源消耗及碳排放，24小时连续稳定发电，成本低于传统电力。 团队致力于服务国家能源安全战略，在需求侧助力高能耗企业之节能减排，在供给侧改造风电、水电及 火电等以降本增效。 ...

Core Insights - The company has established a comprehensive industry solution in the energy storage sector, covering everything from battery cells to system integration and operational services, and has successfully deployed over 2 million energy storage systems globally [1][2][3] - The company emphasizes the importance of value creation in its overseas strategy, which has been recognized by the Shanghai government as an "outbound enterprise headquarters" [2] - The company is actively expanding its global presence by setting up subsidiaries in various countries, including the Netherlands, the UK, Germany, and Italy, to enhance local operations and services [1][2] Domestic Market Developments - The company has made significant strides in the domestic market, exemplified by its role as the core energy storage system supplier for a major project in Jiangsu, which is expected to consume over 68 million kilowatt-hours of renewable energy annually and reduce carbon emissions by approximately 40,000 tons [2] - The project, which took just over two months from production to grid connection, showcases the company's efficient delivery capabilities and its commitment to ensuring energy stability in the Yangtze River Delta region [2] Innovations in Lightweight Power - The company is leveraging its battery technology from home energy storage to penetrate the lightweight power market, including shared battery swapping and electric two- and three-wheelers [3] - The company has achieved significant breakthroughs in the lightweight power sector, with plans to establish a product matrix and service ecosystem [3] Research and Development Focus - The company allocates approximately 75% of its R&D resources to foundational technologies such as battery management systems and energy control systems, with the remaining 25% focused on product iteration [4][5] - The company has set a goal to rank among the top players in the lightweight power sector within five years, aiming to replicate its success in home energy storage on a global scale [3][5] Sustainability and Standards - The company has contributed to the establishment of a carbon footprint quantification standard for lithium-ion batteries, filling a significant gap in the industry and providing a unified method for carbon footprint assessment [4] - The company’s products have received carbon footprint verification, which serves as a passport for international market entry, aligning with the new EU battery regulations [4]

Core Viewpoint - CATL has secured a significant supply agreement with Vanda RE for a total of 2.2 GWh of battery energy storage systems, marking a strategic expansion in Southeast Asia's renewable energy sector [1][3]. Group 1: Project Details - The project, located in the Riau Islands of Indonesia, includes the development of a solar and storage project with a planned 2 GW solar power plant and a 4.4 GWh energy storage system, which will become one of the largest integrated solar-storage projects in Southeast Asia [3][4]. - The battery storage systems will be produced at CATL's factory in West Java, Indonesia, which has a total battery production capacity of 15 GWh [3][4]. - This project is part of the Indonesia-Singapore "Green Economy Corridor," highlighting its strategic importance in regional energy interconnection [3][4]. Group 2: Market Position and Performance - CATL's overseas energy storage orders have reached 47.6 GWh since 2025, reflecting a growing demand for clean energy solutions globally [4]. - According to SNE data, CATL is projected to hold a 36.5% global market share in energy storage battery shipments in 2024, maintaining its position as the market leader for four consecutive years [4]. - In 2024, CATL's energy storage battery system sales are expected to reach 93 GWh, contributing approximately 57.29 billion yuan to the company's total revenue, which accounts for 15.83% of total revenue [4]. Group 3: Industry Growth Trends - The global energy storage market is experiencing rapid growth, with a projected 42.2% increase in new installations in 2025, reaching 266 GWh [5]. - In the first half of 2025, the global battery storage system market added 86.7 GWh of new capacity, representing a 54% increase compared to the same period in 2024 [5]. - The growth rate of the energy storage market is exceeding industry expectations, indicating a new phase of accelerated expansion [5].

Group 1 - The China-Shanghai Cooperation Organization (SCO) Local Economic and Trade Cooperation Conference was held in Qingdao, Shandong, focusing on regional cooperation and innovative development [1][2] - Approximately 360 exhibitors showcased unique products, attracting nearly 3,000 buyers for trade discussions, highlighting the vibrant trade among SCO member countries [2][3] - The trade volume between China and SCO member states, observer countries, and dialogue partners is projected to reach $890 billion by 2024 [2] Group 2 - The SCO Secretary-General emphasized the complementary advantages in market, economic structure, human resources, and natural resources among member countries, with a focus on digital economy and green energy cooperation [3] - The conference included cooperation meetings on various industries such as renewable energy and marine IoT, promoting the integration of innovation and industry [4] - China is providing practical and efficient solutions in renewable energy technology, with significant interest from SCO representatives in advanced technologies presented by companies like Huawei and China Electric Power Research Institute [4][5] Group 3 - Qingdao is positioning itself to develop future marine industries, including marine IoT, by enhancing technological breakthroughs and infrastructure upgrades [5] - The development of marine IoT is seen as a trend, with expectations for expanding cooperation among SCO countries in areas like pollution monitoring and disaster prevention [5]

Core Viewpoint - LanzaJet's CEO announced the company's plant in rural Georgia aims to produce green aviation fuel from ethanol, with operations expected to start by the end of this year, despite delays due to equipment issues [1] Company Summary - The plant's commercial production was initially planned for last year but has faced delays [1] - LanzaJet plans to start production using Brazilian ethanol but intends to shift to U.S. feedstocks as soon as possible [1] - The CEO advocates for lowering emissions reduction thresholds [1]

Core Viewpoint - The company, Shanghai Fojie Technology Co., Ltd. (Fojie Environmental), is undergoing a strategic transformation towards green energy, expanding its business from traditional waste treatment to include energy-efficient and carbon-reducing technologies, as well as advanced clean energy solutions [2][3]. Group 1: Business Transformation - The company has evolved its business model from solely providing sludge treatment and air purification technologies to a diversified approach that includes energy conservation, carbon reduction services, and advanced clean energy technologies [2]. - Future focus areas include resource recovery and energy generation from wastewater and sludge, comprehensive carbon services, and the promotion of clean energy technologies such as hydrogen and green methanol [2][3]. Group 2: Technological Innovations - The company has developed integrated low-temperature vacuum sludge drying technology, which combines mechanical dewatering and vacuum drying to achieve efficient dewatering and energy savings [3]. - Advanced heat pump technology has been implemented to extract low-grade thermal energy from treated wastewater, significantly reducing energy consumption for sludge drying [3]. Group 3: Market Position and Future Outlook - The company anticipates a decline in performance for 2024 due to the traditional environmental industry downturn, but expects a significant increase in new orders and backlog by year-end compared to the previous year [3]. - The expansion project for the Bailonggang wastewater treatment plant is expected to support improved operational performance in 2025 [3]. Group 4: Green Energy Initiatives - The company is actively involved in research projects aimed at creating a full-chain application for green hydrogen production and solid-state hydrogen storage, marking a significant step in circular economy practices [4]. - Collaborations with East China University of Science and Technology for developing key technologies for biogas-to-green methanol and building an international shipping new energy industry chain are underway [4].

Company Overview - Wangzhe International Asset Management Limited focuses on global asset allocation and long-term value investment, aiming to drive technological progress and value creation through capital [2] - The company emphasizes a strong investment philosophy centered on human-centric values, sustainable development, and a commitment to high-growth sectors such as technology innovation, advanced manufacturing, green energy, biomedicine, and digital economy [2] Industry Trends - By 2025, stock trading is expected to remain popular among investors due to the stock market's significant role in wealth appreciation and economic development, allowing individuals and institutions to share in corporate growth [2] - The domestic capital market is undergoing deep reforms, including the steady advancement of the registration system and the gradual implementation of T+0 trading, which enhances market vitality and attractiveness [3] - The internationalization of the capital market is accelerating, with increased foreign capital inflow and the inclusion of A-shares in MSCI, leading to a tighter connection between domestic and international markets [3] - Global monetary policy is expected to remain accommodative, with strong expectations for interest rate cuts by the Federal Reserve in 2025, providing support for global stock market growth [3] Quantitative Trading Advantages - Quantitative trading offers benefits such as no need for stock selection and monitoring, guaranteed returns from star investment mentors, stable earnings, and risk avoidance through big data modeling [3] Team and Culture - The company boasts a professional investment team, technology research and development team, and operational management team, providing robust support for its development [3] - The corporate culture is centered on "user first, win-win cooperation, and innovative progress," aiming to provide high-quality services and grow alongside partners [4] - Talent development is prioritized through internal training and external collaboration to enhance the professional and innovative capabilities of the team [4]

Business Overview - The company operates primarily in two sectors: renewable energy and salt industry, with renewable energy being the core business and main profit source [1] - The company has completed capital increase in Yunnan Shale Gas Exploration and Development Co., Ltd. through its subsidiary Yunnan Natural Gas Co., Ltd. [1] Performance Growth - By the end of 2024, the total installed capacity of the company's renewable energy reached 1.9464 million kW, significantly driving revenue growth in 2023 and 2024 [2] - The company expects substantial performance growth due to the full-capacity grid connection of several wind and solar projects [2] Financial Challenges - In 2024, the natural gas segment incurred a loss of approximately CNY 160 million, impacting the company's net profit by over CNY 80 million due to fixed costs outpacing incremental revenue [2] - The loss is attributed to ongoing development by downstream customers and increasing fixed costs from labor, depreciation, and interest [2] Future Projects - The company is advancing several projects, including a 670,000 kW wind power expansion and multiple solar projects, aiming for early completion and operation [3] - New renewable energy projects are in the pipeline, with efforts to secure support from local government and energy authorities [3] Seasonal Factors - Wind power generation in Yunnan is seasonal, with a small wind season from June to October and a large wind season from November to May [3] - The seasonal complementarity between wind and hydropower is beneficial for renewable energy development [3] Strategic Focus - The company is committed to its core strategy of developing the renewable energy sector while exploring new avenues such as compressed air energy storage [4] - There is a focus on enhancing the green energy supply capacity and resource utilization [4] Dividend Policy - The company emphasizes shareholder returns and plans to maintain a proactive, stable dividend policy to share operational results with investors [4]

Core Viewpoint - TianNeng Co., Ltd. has successfully transitioned from traditional battery manufacturing to a leading enterprise in the new energy sector, focusing on high-quality development through innovation and value creation [5] Group 1: Lithium Battery Production - The lithium battery production line at TianNeng is highly automated, utilizing a sophisticated transportation system and temperature detection technology to ensure quality control [6] - The company has developed 100Ah/150Ah home storage and communication series products, becoming a qualified supplier for companies like ZTE [6] - TianNeng is targeting niche markets such as industrial power, low-speed power, and communication backup energy, rather than competing directly in the passenger vehicle sector [6] Group 2: Lead-Acid Battery Business - TianNeng has established a strong foundation in the lead-acid battery sector, with 11 specialized production bases across six provinces in China [7] - The company is expanding its applications in various fields, including automotive start-stop systems and communication backup power, while also developing lithium-ion, hydrogen fuel, sodium-ion, and solid-state batteries [7] - The upcoming national standard for electric bicycles is expected to boost demand for lead-acid batteries, as it raises the weight limit for electric bicycles using these batteries [8] Group 3: Investor Returns - Since its A-share listing in 2021, TianNeng has distributed a total cash dividend of 2.779 billion yuan, with 1.6 billion yuan in dividends over the past three years, representing 83.39% of the average net profit during that period [9] - The company is exploring diverse methods for returning value to investors, including a stock repurchase plan completed in March 2025, totaling 55 million yuan [9] - TianNeng is committed to maintaining a stable cash dividend strategy while optimizing shareholder return plans based on operational performance and financial conditions [9] Group 4: New Business Developments - TianNeng has made significant advancements in sodium-ion batteries, developing high-performance products with energy densities of 160Wh/kg and 95Wh/kg for electric vehicles and energy storage [10] - The company has also designed two prototype solid-state batteries with energy densities of 300Wh/kg and 400Wh/kg, targeting applications in drones and robotics [10] - Investors have gained a clearer understanding of TianNeng's strategic layout, technological capabilities, and innovation strengths in the new energy power battery sector through site visits [10]

Core Viewpoint - The Trump administration threatens to withdraw from the International Energy Agency (IEA) due to its support for green energy and criticism of fossil fuel demand [1] Group 1: Government Position - U.S. government officials believe that the IEA's forecasts are aggressive regarding green transition goals, which impact investment decisions related to fossil fuels [1]