On November 29, 2024, Goldman Sachs successfully hosted the Alternative Investment Summit in Shenzhen. The summit was themed "The Development of the Green Economy and Investment Opportunities in New Energy." Dr. Jiang Qingtang, Chairman of SoleFiori Technology Company (SoleFiori), joined industry leaders including Wang Yang, Founding Partner of Primavera Capital Group, and Zhao Weijun, President of AESC China, to offer deep insights into key issues within the new energy industry, providing attendees with a platform for remarkable interchange in the realm of new energy investments.

01 In-Depth Discussion on the Impact of U.S. Policies

Changes in U.S. energy policies have always been a focal point of the industry, generating heated discussions at this summit. Both Dr. Jiang and Zhao believed that despite the uncertainties in U.S. policies, the global trend of renewable energy development is irresistible. Enterprises must take strengthening their own capabilities as a core strategy, establishing a solid foundation, and actively seeking opportunities to expand into the U.S. market in response to policy changes. By arranging their new energy business with a global perspective, they can gain strategic advantages in international competition. Rather than viewing U.S. policy shifts as obstacles, enterprises should convert them into a driving force to enhance their adaptability and core competitiveness. Enterprises need to analyze U.S. market rules and policy orientations in depth, plan strategically in advance, and adjust their strategies flexibly and decisively. Through key measures like all-round and multi-tiered technological innovation, refined cost control, and exceptional brand building, companies can strengthen their influence both in the U.S. market and globally, leading the steady and stable trajectory of enterprises in the global new energy landscape.

Wang shared insights from a macro perspective on capital operation and global market investment. He noted that while short-term uncertainty may arise for the new energy sector due to changes in U.S. policies, in the long run, these changes will deeply optimize and reshape the industry landscape. For enterprises and investors with strength and foresight, this presents immense investment opportunities. With keen market sense and strong resource integration capabilities, capital can strategically allocate resources and support breakthroughs in core areas such as technology development, market expansion, and industrial chain integration when responding to the change of U.S. policies. Consequently, it can be enormously rewarding in the reconstruction process of the global new energy industry and inject a powerful capital boost into the industry.

02 Analysis of Industry Costs and Development Trends

During the discussion on the costs and development status of the new energy sector, Dr. Jiang analyzed the photovoltaic (PV) industry. He pointed out that while the sector is currently in a low phase of cyclical adjustment with intense competition, its long-term potential is immense. The industry is at a critical transformation. Under the guidance of market economy laws, the survival of the fittest mechanism within the industry is inevitable and crucial. This will accelerate the concentration of resources in leading companies, driving technological innovation and industrial consolidation, thus laying a solid foundation for high-quality and sustainable growth. Dr. Jiang further revealed that SoleFiori has already developed a clear and forward-looking strategic plan for navigating this industry transformation. The company is committed to increasing its investment in PV technology research and development. Through comprehensive measures such as conducting in-depth strategic cooperation with leading global research institutions and actively attracting high-end talent, SoleFiori will spare no effort to enhance its technological capabilities and innovation capacity. It aims to achieve a competitive advantage in this highly competitive industry, carving out its own path for industrial development.

03 In-Depth Exploration of Investment Opportunities

In the session focused on investment opportunities, the three experts focused on power plant asset investments. With stable cash flows and relatively high safety, power plant assets are ideal for investors seeking long-term and stable returns. Currently, China's power assets are somewhat undervalued, presenting a rare opportunity for investors to enter the market. With continued favorable policies for the new energy sector and steady progress of power market reform, the profit model of power plant assets will become more diverse, and investment returns are expected to steadily rise. Dr. Jiang also introduced SoleFiori's unique strategic layout and practical experience in power plant asset investments. SoleFiori's HJT products deliver higher actual power generation with the same installed capacity, improving the efficiency and economic benefits of power stations. This not only creates greater value for investors but also contributes significantly to the robust growth of China's new energy power sector, driving investment trends deeper into the industry.

Wang also provided a deep analysis of new energy investment opportunities from a capital investment strategy perspective. He stressed that investors should adhere to a long-term value investment approach, identify high-quality enterprises and projects in the industry, and leverage capital's role in integrating and nurturing new energy investments.

The Goldman Sachs Alternative Investment Summit in Shenzhen successfully established a high-end, multi-dimensional communication platform for the new energy industry, significantly promoting the deep sharing of industry information and the intense collision of ideas. Through all-dimensional and deep-going discussions on U.S. policy impacts, industry costs, development trends, and investment opportunities, the summit provided forward-looking strategic guidance for the steady development of the new energy sector in the context of the global economic landscape. It also offered investors valuable insights to aid decision-making in new energy investments, likely contributing to a further surge in the new energy investment boom and helping the industry reach new heights of high-quality, sustainable development.