愉悦资本执行合伙人刘二海：新能源领域存在巨型机遇，可延续未来二三十年

【愉悦资本执行合伙人刘二海：新能源领域存在巨型机遇，可延续未来二三十年】2023ESG全球领导者大会于9月13至15日在上海市黄浦区绿地外滩中心举行。愉悦资本创始及执行合伙人刘二海表示，能源问题是气候问题的另一面，新能源是解决能源问题的途径。“过去几年间，新能源市场迅速扩容，特别是电动汽车一日千里的发展速度极大地带动了新能源产业。2022年，中国电动汽车渗透率达到了25.6%，进而带动产业链上下游都得到了长足发展：自动驾驶或辅助驾驶成了中高端汽车的标配，汽车核心零部件，比如激光雷达，调光玻璃的技术日渐成熟。二次电动化覆盖的场景越来越广泛、电网的源网荷储都在发生变化，电池技术也在发生深刻变革。所有这些创新正在汇聚成一个庞大的产业，并且延续到未来二三十年，这就是巨型机遇”。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/727/w550h977/20230915/0077-f2660a3e29bedf6d1f215d8f05d15722.jpg"]},"commentid":"live:finance-152-3243024:0","compere_id":0,"creator":"yujian@staff.sina.com.cn","mender":"yujian@staff.sina.com.cn","create_time":"2023-09-15 15:00:00","update_time":"2023-09-15 15:00:05","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"fund","symbol":"159945","key":"u80fdu6e90"},{"market":"fund","symbol":"516590","key":"u7535u52a8u6c7du8f66"},{"market":"commodity","symbol":"nf_fg0","key":"u73bbu7483"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"u4e0au6d77","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2023-09-15\/doc-imzmurch2179466.shtml","docid":"mzmurch2179466"}","old_live_cid":"0","tab":"","tag":[{"id":"110","name":"两会"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2023-09-15/detail-imzmurch2179466.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3243023,"zhibo_id":152,"type":0,"rich_text":"港股影视股直线拉升，橙天嘉禾(01132.HK)涨超10%，柠萌影视(09857.HK)、阿里影业(01060.HK)涨8%，猫眼娱乐(01896.HK)涨6%。