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清洁能源投资第三季度增长12%,美国处于世界领先地位
在 2011-10-10 发布

Cleantech Group宣布:第三季度,世界清洁能源投资增长了12%,总计22.3亿美元,涉及189笔交易。这其中59%的交易(总计111笔)是第B轮或后继投资,涉及的金额占第三季度总投资额的81%(18.1亿美元)。
Cleantech Group的CEO Sheeraz Haji 表示,储能成为我们最重要的部分,在电网储能、电动汽车的先进技术方面,持续显示着投资者的浓厚兴趣。IPO和M&A市场第三季度的表现稍逊于2011年前半年,三季度总共14个IPO中有11个来自中国,其中有4个光伏设备制造商募集了总共8.12亿美元的的资金。
这是储能第一次领跑清洁能源投资,总共获得了5.14亿美元的投资额,紧随其后的是太阳能和能源效率类(energy efficiency)投资,分别为3.5亿美元和2.23亿美元。能源效率方面交易数量最多,共计34轮投资,领先太阳能(共33笔交易)和储能(19笔交易)。
储能:19笔交易共计5.14亿美元
Bloom能源,加利福尼亚: 1.5亿美元,固体氧化物燃料电池技术
Boston电力,美国马萨诸塞州:1.25亿美元,锂离子电池生产
ClearEdge 电力,俄勒冈州:7350万美元,以硅为基础的燃料电池技术
76%的投资发生在美国,亚太地区占14%,欧洲和以色列占10%。
北美的公司获得了16.9亿美元的投资,比2011年第二季度上升了17%,比2010年第三季度上升了59%,共计128笔交易,创下了该市场清洁技术风险投资的历史新高。
加利福尼亚获得了6.54亿美元的投资,占北美地区投资总额的39%,居第二位的为美国马萨诸塞州,共获得投资1.76亿美元,占北美地区总投资的10%。加拿大的投资下降到3300万美元,仅有8笔交易完成。
亚洲的公司获得了3.03亿美元投资,共计21轮投资。在投资总额方面,印度紧随美国及欧洲之后,处于第三位。在交易数量方面,中国处于世界第三位。最大的交易由Soma Enterprise获得,共计1.1亿美元。其次是Champions of the Earth,5200万美元,以及长兴风电,4700万美元。
第三季度总共发生14起IPO,总计17亿美元,比2011年第二季度的19.9亿美元略微下降。
最大的IPO为华能可再生能源取得,该公司是中国京运通科技公司的子公司,华能可再生能源从上海证交所获得了3.95亿美元的融资。

Investments in clean technologies around the world grew 12 percent in the third quarter, totaling $2.23 billion across 189 deals, announced Cleantech Group.

It grew 12 percent compared to the second quarter ($1.98 billion - 179 deals) and 23 percent in Q3 2010 ($1.81 billion).

59 percent (111 deals) were in Series B or later rounds in Q3 2011, accounting for 81 percent ($1.81 billion) of investments.

"While financing remains constrained, it's still growing," says Sheeraz Haji, CEO of Cleantech Group. "Energy Storage emerged as our top sector, indicating continued strong interest in advanced technologies for grid-storage as well as for electric vehicles."

Both the IPO and M&A market were a bit slower in Q3 than in the first half of the year. 11 of the 14 IPOs in the quarter were in China, where four solar manufacturers raised $812 million.

M&A activity remained strong and significantly higher than last year - two giant acquisitions in the water and wastewater sub-sector were highlights. Ecolab acquired water treatment service provider Nalco Holdings for $5.4 billion, and Hong Kong billionaire Li Ka-shing's Cheung Kong Infrastructure Holdings acquired British water utility company Northumbrian Water for $3.9 billion.

Energy Storage Leads

For the first time, energy storage was the leading sector by amount invested ($514 million), followed by solar ($350 million) and energy efficiency ($223 million).

Energy efficiency had the most deals, however, with 34 funding rounds, ahead of solar (33 deals) and energy storage (19 deals).

Here are the largest transactions in each of the top sectors:

Energy Storage: $514 million in 19 deals

- Bloom Energy (California): $150 million for solid-oxide fuel cell technology;

- Boston-Power (Massachusetts): $125 million for lithium-ion battery production;

- ClearEdge Power (Oregon): $73.5 million for silicon-based stationary fuel cells.

Solar: $350 million in 33 deals

- HelioVolt (Texas): $85 million for CIGS thin-film solar cells;

- OneRoof Solar (California): $50 million for residential solar/roofing systems;

- CaliSolar (California): $26 million for solar cells that can use non-pure silicon.

Energy Efficiency: $223 million in 34 deals

- Fusion-io (Utah): $61.5 million for efficient servers and workstations;

- SynapSense (California): $16 million for data center efficiency solutions;

- Elstat (UK): $15 million for energy management devices for commercial beverage coolers.

Transportation: $177 million in 15 deals

- Coda Automotive (California): $66 million for electric vehicles manufacture;

- INRIX (Washington): $37 million for predictive traffic services and solutions;

- SmartDrive Systems (California): $10 million for fleet management solutions.

Clearly, the majority of investments (76 percent) were in the US; Asia Pacific accounted for 14 percent and Europe & Israel, 10 percent.

North American companies raised $1.69 billion, up 17 percent from Q2 and up 59 percent from Q3 2010. The total of 128 deals disclosed marked a record high for cleantech VC rounds in the region.

California led with $654 million investment (39 percent), followed by Massachusetts ($176 million, 10 percent) and New Mexico (175 million, 10 percent). Investments in Canada dropped with only $33 million invested in 8 deals.

European and Israeli companies raised $230 million, down 34 percent from Q2 and down 32 percent from Q3 2010. The number of deals dropped to 40 from 44 in Q2. The largest deals were Nexeon ($65 million), Elstat ($15 million) and EcoEridania ($14 million).

Asian companies raised $303 million in 21 disclosed rounds. India ranked third after the US and UK in amount raised, while China ranked third in number of deals globally. The largest deals were Soma Enterprise ($110 million), Champions of the Earth ($52 million) and Changxing Wind Power ($47 million).

IPOs

There were 14 IPOs in Q3 totaling $1.7 billion, slightly down from the $1.99 billion in Q2.

The largest IPO was for Huaneng Renewable Energy, a subsidiary of China's Jingyuntong Technology, which raised $395 million on the Shanghai Stock Exchange.

Three companies filed for IPOs, all U.S. biofuels companies: Renewable Energy Group, Fulcrum Bioenergy and Mascoma.