Microsoft PowerPoint JOB-China CleanTech Index Launch - Xiamen-EngChn-FINAL.pptx

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1 Launch of the China CleanTech Index 中国清洁科技指数发布会 John O Brien 约翰奥班 Qi Xiong 熊琦 September 年 9 月 Contents 内容 1. Introduction 简介 2. Global Drivers of Cleantech 清洁科技的全球驱动力 3. China CleanTech Index Design 中国清洁科技指数的设计规则 4. China CleanTech Index Performance 中国清洁科技指数的表现 2

2 Introduction 简介 3 Australian CleanTech 澳洲清洁科技公司 Advisory and research services to companies, investors and governments. 向公司投资商和政府提供建议及调研 Working across all cleantech sub-sectors. 工作范围涵盖所有清洁科技的子行业 Operations and projects in Australia, China, Korea, Europe and Malaysia. 业务和项目遍及澳洲中国韩国和马来西亚 Growing focus on Australian-Asian Cleantech initiatives to assist technology transfer and investment flows. 聚焦澳亚区域清洁科技, 致力于技术交流和投资 4

3 Company Focus 公司核心业务 Advisory Services 咨询服务 Project Development 项目开发 ANCILLIARY SERVICES INVESTOR Commercialising Technology 技术商业化 PROJECT SERVICES SERVICES Developing Cleantech 项目服务投资商服务 Projects 开发清洁科技项目其他服务 GOVERNMENT SERVICES 政府服务 International Investment Facilitation 国际项目融资 International Project Facilitation 开发国际项目 5 Cleantech Sub-Sectors SOLAR Solar thermal, traditional Biomass ENERGY Energy efficiency services photovoltaics, BIOGAS Digester gas EFFICIENCY and products, green concentrating GENERATION GREEN building design, organically photovoltaics, Landfill gas BUILDINGS based materials and nanotechnologies. BIOMATERIALS plastics. WIND Onshore, offshore, urban turbines, developers, tower and blade manufacturers, community wind farms. ENERGY STORAGE FUEL CELLS Battery technologies for use with renewable technologies, fuel cell technologies and applications. CARBON TRADING Environmental offsets through tree planting, trading companies. BIOFUEL Corn ethanol, sugar ethanol, cellulosic ethanol, biodiesel, algae production, biotech providers. VEHICLE TECHNOLOGIES Hybrid, plug-in hybrid, flex fuel & electric vehicles cars, scooters - recharging infrastructure. ENVIRONMENTAL SERVICE PROVIDERS Environmental engineering, specialist service and equipment providers. WAVE TIDAL HYDRO Surface and submerged wave technologies, tidal, major and mini-hydro, pumped storage schemes. WATER Utility management, treatment technologies, desalination, water reuse, sensor technologies, water efficiency. OTHER Other companies that improve sustainable outcomes through their products eg green energy retailers. GEOTHERMAL Hot fractured rock, conventional geothermal, technology and equipment providers. WASTE MANAGEMENT RECYCLING Residential and industrial waste collection and disposal, recycling operations, waste to energy projects. Source: Australian CleanTech

Cleantech Sub-Sectors 清洁科技子行业太阳能太阳热能传统光电浓缩光电沼气发电纳米技术生物质能沼气垃圾掩埋气节能绿色建筑生物材料节能服务和产品绿色建筑设计有机质材料和塑料风能陆上海上城市风轮开发商风电塔架和风叶制造商社区风电场能源储存燃料电池使用再生技术的电池技术

水公用设施管理处理技术脱盐水循环再利用感应器技术水效能其他通过改善产品达到可持续发展的公司, 比如绿色能源零售商地热能岩石裂缝地热传统地热技术和设备提供商垃圾处理再生利用居民垃圾和工业垃圾收集和处理循环再生垃圾发电项目资料来源 : 澳大利亚清洁科技有限公司 Sino CleanTech 中国清洁科技公司

4 Cleantech Sub-Sectors 清洁科技子行业太阳能太阳热能传统光电浓缩光电沼气发电纳米技术生物质能沼气垃圾掩埋气节能绿色建筑生物材料节能服务和产品绿色建筑设计有机质材料和塑料风能陆上海上城市风轮开发商风电塔架和风叶制造商社区风电场能源储存燃料电池使用再生技术的电池技术燃料电池技术碳交易和应用通过种树造林贸易公司等环保生物燃料谷物乙醇蔗糖乙醇纤维乙醇生物柴油藻类生产生物科技提供商汽车技术混合动力插入混合动力混合燃料及电动车汽车小轮摩托车再充电设施环境服务提供商环境工程专家服务和设备提供商海洋潮汐和水电表面和水下海洋技术潮汐技术大型和中小型抽水蓄能发电站水公用设施管理处理技术脱盐水循环再利用感应器技术水效能其他通过改善产品达到可持续发展的公司, 比如绿色能源零售商地热能岩石裂缝地热传统地热技术和设备提供商垃圾处理再生利用居民垃圾和工业垃圾收集和处理循环再生垃圾发电项目资料来源 : 澳大利亚清洁科技有限公司 Sino CleanTech 中国清洁科技公司 gon Beijing based operation 北京根据地 Connecting Chinese investors with international projects 为中国投资商提供国际项目资源 Connecting international investors with Chinese projects 为国际投资商提供中国项目资源 8

5 Contents Global Drivers of CleanTech 清洁科技的全球驱动力 9 Global Drivers of Cleantech 清洁科技的全球驱动力 1. Many Real Assets 许多真实的资产 providing power, water, waste management and recycling 提供能源水资源废品管理和再生循环 2. Increasing Population and Wealth 逐渐增长的人口和财富 is increasing the demand for services 增加了对服务的需求 3. Depletion of Natural Resources 自然资源的消耗 4. Regulatory Regimes 政府监控 deriving from climate change and other environmental concerns 气候变化和其他环境问题的缘起 10

6 Global VC Investment in Cleantech 全球在清洁科技领域的风险投资 Global VC Investments in Cleantech 10, VC Investment (US$m) (LHS) 9,000 8,760 No. of Deals (RHS) 7,770 8, ,000 6,550 6,090 6, ,730 5, , ,000 2, ,090, 164 1, ,360 1, Investment in Clean Energy 清洁能源的投资清洁能源按分类的新投资 2004年第一季度到2010年第四季度十亿美元

7 China CleanTech Index Design 中国清洁科技指数的设计规则 13 China CleanTech Index Design 中国清洁科技指数的设计规则 1. All listed Chinese cleantech companies regardless of company size or listing exchange 所有的中国清洁科技公司无论公司规模大小和上市地 2. Company must have head office or majority of operations in Mainland China, Taiwan or Hong Kong 须有总部或者大部分运营在中国内地香港和台湾地区 3. Majority of revenue must be from cleantech activities 大部分收入来自清洁科技的相关业务 4. Weighted on market capitalisation 按照市值排列权重 5. Rebalanced quarterly 每个季度调整一次 6. Excludes: 不包括 Clean Fossil Fuels 清洁化石燃料 Nuclear & uranium 核电和铀 Agribusiness i 农商 14

8 Sub-Index Design 子行业的设计规则 China CleanTech 20 中国清洁科技 20 强 20 largest stocks by market capitalization 按照市值排序的最大 20 家上市公司 Constituents rebalanced quarterly 每季度调整一次 Eight sector themed sub-indices: 八大分项指标 China Efficiency Index 中国节能指数 China Environment Index 中国环保指数 China Solar Index 中国太阳能指数 China Storage Index 中国蓄能指数 China Waste Index 中国垃圾处理指数 China Water Index 中国水资源指数 China Hydro Index 中国水电指数 China Wind Index 中国风能指数 15 Listing Exchanges 上市交易所 Shanghai (SH) 21% Company Numbers by Listing Exchange (%) (at July 2011) Toronto SX 1% OTC 5% ASX 1% LON 1% NASDAQ 11% Taiwan SX 4% NYSE 9% HKSE 14% Shenzhen SX (SHE) 33% 16

9 Sub-Sector Company Numbers 各个子行业的公司数 Company Numbers by Sector (%) WAVE, TIDAL, HYDRO 7% STORAGE & FUEL CELLS 11% BIOGAS 1% ENVIRONMENTAL SERVICES 7% SOLAR 25% GREEN BUILDINGS 3% WIND 13% ENERGY EFFICIENCY & BIOMATERIALS 13% WASTE 4% WATER 13% BIOFUEL 3% 17 Company Sizes 公司规模 Number of Companies by Market Capitalisation < 500M 500M 1B 1B 5B 5B 10B 10B 50B > 50B 18

China CleanTech Index Performance 中国清洁科技指数的表现 19 China CleanTech Index Performance 中国清洁科技指数的表现

China CleanTech 20 (CCT20) 中国清洁科技 20 强 Wilder Hill New Energy Global Innovation Index (NEX)

6% -17.9% -18.3% Innovation Index (NEX) 新能源 -44.5% -17.6% 13.

10 China CleanTech Index Performance 中国清洁科技指数的表现 19 China CleanTech Index Performance 中国清洁科技指数的表现 % Change 百分比变化 (12 months to June)( 截至到今年 6 月底过去 12 个月 ) China CleanTech Index (CCTI) 中国清洁科技指数 China CleanTech 20 (CCT20) 中国清洁科技 20 强 Wilder Hill New Energy Global Innovation Index (NEX) 新能源全球创新指数 Cleantech Index (CTIUS) 清洁科 FY09 09 财年 FY10 10 财年 FY11 11 财年 -20.2% -11.9% -12.0% -27.6% -17.9% -18.3% Innovation Index (NEX) 新能源 -44.5% -17.6% 13.1% 1% 技指数 China Shanghai Composite Index (SHCOMP) 上证指数 -37.1% 1.9% 33.2% 8.2% -19.0% 15.2% MSCI World (MSCI) 全球指数 -30.8% 8.0% 27.0% 20

China CleanTech Index 中国清洁科技指数 China Cleantech Index (All Indices set at 100 at 30 June 2008) 140.00 120.00 100.00 80.00 60.00 40.00 20.

00 Jun-08 Sep-08 Dec-08 Mar-09 Jun-09 Sep-09 Dec-09 Mar-10 Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 Sub-Index Performance 子行业表现 %Ch Change 百分比变化 (12 months to June)( 截至到今年 6 月底过去 12 个月 ) FY09 09 财年 FY10 10

11 China CleanTech Index 中国清洁科技指数 China Cleantech Index (All Indices set at 100 at 30 June 2008) ACT China Cleantech Index China CleanTech 20 NEX - Normalised CTIUS - Normalised Shanghai Composite -Normalised MSCI - Normalised 0.00 Jun-08 Sep-08 Dec-08 Mar-09 Jun-09 Sep-09 Dec-09 Mar-10 Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 Sub-Index Performance 子行业表现 %Ch Change 百分比变化 (12 months to June)( 截至到今年 6 月底过去 12 个月 ) FY09 09 财年 FY10 10 财年 FY11 11 财年 China Efficiency Index 中国节能指数 05% 0.5% 32.2% 2% -30.3% 3% China Environment Index 中国环保指数 18.3% 14.9% 40.4% China Solar Index 中国太阳能指数 -36.7% -30.4% 31.2% China Storage Index 中国蓄能指数 -8.7% -3.2% -15.9% China Waste Index 中国废物处理指数 -29.6% 87.8% 16.2% China Water Index 中国水资源指数 14.7% 4.6% -12.6% China Hydro Index 中国水电指数 53.5% -8.8% -36.2% China Wind Index 中国风能指数 -21.0% -34.4% -12.1% 22

Sub-Index Performance 子行业表现 China Cleantech Index Sub-Indices Performance (July 2010-June2011) FY11 China Wind Index, -12.

9% ACT China Cleantech Index, -12.0% China Waste Index, 16.2% China Solar Index, 31.2% China Environment Index, 40.4% -50.0% -40.0% -30.

0% Sub-Index Performance 子行业指数表现 ChinaCleantech Index Sub-Indices Chart (China Cleantech Sub-Indices set at 100 at 30 June 2008) 250.

12 Sub-Index Performance 子行业表现 China Cleantech Index Sub-Indices Performance (July 2010-June2011) FY11 China Wind Index, -12.1% China Hydro Index, -36.2% China Water Index, -12.6% China Efficiency Index, % China Storage Index, -15.9% ACT China Cleantech Index, -12.0% China Waste Index, 16.2% China Solar Index, 31.2% China Environment Index, 40.4% -50.0% -40.0% -30.0% -20.0% -10.0% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% Sub-Index Performance 子行业指数表现 ChinaCleantech Index Sub-Indices Chart (China Cleantech Sub-Indices set at 100 at 30 June 2008) ACT China Cleantech Index Efficiency Index Environment Index Solar Index Storage Index Waste Index Water Index Hydro Index Wind Index Jun-08 Sep-08 Dec-08 Mar-09 Jun-09 Sep-09 Dec-09 Mar-10 Jun-10 Sep-10 Dec-10 Mar-11 Jun-11

13 Summary 总结 The China CleanTech Index provides the first complete view of the sector in China 中国清洁科技指数首次将全中国该领域的所有公司涵盖 The drivers for global growth are very strong 全球驱动力非常强大 Significant international interest in investing in the Chinese cleantech sector 巨额的国际投资热切关注中国清洁科技领域 The China CleanTech Index will enable increased investment 中国清洁科技指数将刺激投资的增长 25 Launch of the China CleanTech Index 中国清洁科技指数发布会 John O Brien 约翰奥班 Qi Xiong 熊琦 September 年 9 月

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Microsoft Word - 160103-Full Year Performance Report-CHN-FINAL 中国清洁科技指数 2015 年年度报告 2016 年 1 月国际发行商 : 中国发行商 : 澳洲发行商 : 编制 : 如需更多信息或希望于将来接收中国清洁科技指数报告, 请访问 www.sinocleantech.com 或通过电子邮件联系 contact@sinocleantech.com