2023-06-21-PitchBook-2023年一季度清洁能源报告（英）_11页_9mb

Clean Energy Q1 2023 Report Summary

Market Overview

• Clean energy venture capital (VC) activity fell in Q1 2023, with a 6.8% decline in deal value ($2.8B) and a 29.2% YoY decrease from Q1 2022.
• Key trends: Solar photovoltaic (PV) emerged as the strongest segment, accounting for 52% of quarterly growth in deal value compared to prior quarters.

Policy & Regulatory Developments

1. February 1: EU introduces Green Deal Industrial Plan to support climate tech, responding to the US Inflation Reduction Act (IRA).
2. February 13: EU rules allow hydrogen from nuclear energy to count toward renewable targets.
3. March 31, 2023: U.S. allocates $1B in grants under IRA to farmers/SmallBiz for renewable energy installations.

Key Investment Trends

• Offshore wind expansion in the Gulf of Mexico and hydrogen production focus driven by policy support under IRA.
• Record VC funding for solar PV, with $2.9B in total deals (HuaSun Energy $291.1M Series B).

Notable Companies & Investments

• Enpal:
  • Largest VC-backed solar company, raised €2.6B at Series D ($228.4M).
  • Focuses on residential solar leasing ($400M+ revenue, ~45,000 customers).
  • New partnerships expanding into heat pumps and adjacent technologies.
• HuaSun Energy: Solar PV expansion through Series B ($291.1M).
• Amogy: Hydrogen storage advancements ($139M Series B).
• GeoPura: Hydrogen fuel development ($47.3M Series A).

Investment Opportunity Highlights

• Offshore wind and hydrogen production stand out, fueled by supportive policies.

Disclaimer: This summary is based solely on provided text. Actual access to the full report may contain additional data.