The most ideal situation for the future of the entire world is for mankind to make breakthrough technological progress that fundamentally changes the current energy structure, such as technologies such as controllable nuclear fusion.
Without the birth of breakthrough technologies, it is basically impossible to significantly improve productivity, and it will not be able to change the trend of the entire world becoming increasingly involution.
And for technologies like controllable nuclear fusion, it will take forever fifty years, which is too far away and too unpredictable.
Focusing on the present is an urgent matter. Of course, we must engage in research and development of new technologies, but the things in front of us are more important at the moment. In short, we must grasp it with both hands and be strong with both hands.
As for the present, what lies before our eyes is an increasingly complicated world.
The Net Zero Financial Alliance corresponds to the so-called new rules of the game similar to the "carbon standard", which is a side reflection of the involution of the world and the operation of welding the car doors shut.
Carbon emissions tax is imminent.
Lu Ming also knows very well that the carbon trading will be launched next year, which is just around the corner.
The background of carbon tax is that mankind is facing a new round of energy revolution, and the development of the entire human civilization is closely related to energy utilization.
This energy revolution is undoubtedly a new stage in which clean energy leads the world. Clean energy is renewable energy, such as wind, light, water, geothermal, and even tidal force, etc., which gradually replaces traditional fossil energy.
There are actually two core driving forces driving this clean energy revolution.
One is the current international bankers. For the first time, international financiers are paying special attention to the issue of climate change, that is, the issue of reducing carbon emissions. This will soon become a hot topic in the world.
Another issue is cost. Once renewable clean energy is applied on a large scale, its cost will be far lower than fossil energy.
If you use traditional fossil energy, oil, coal, etc., the price is an insurmountable basic cost, but the cost of using renewable energy, wind, light, etc. is almost zero. Only the investment and sunk costs are relatively high, and the maintenance costs during the period are much lower.
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In addition, the energy efficiency of using electricity is also the highest. For example, if the car is a gasoline vehicle, the fuel consumption cost per kilometer ranges from a few cents to a dollar. If it is a new energy vehicle, the cost per kilometer ranges from a few cents to a dime.
This is still the case when thermal power is used. If photovoltaic power generation, wind power generation, etc. are rolled out on a large scale in the future, this cost will have to drop significantly.
The blueprint for all of this is certainly wonderful, but in the process of achieving this grand project, the costs and risks cannot be ignored. To develop clean energy, we must first provide supporting infrastructure. This lowest-level structure must be effectively built around the world.
Even one hundred billion US dollars cannot stop it. This is what the devils say. After all, it is the underlying construction of a new energy system.
As everyone knows, Tianchi Technology, a subsidiary of Tiansheng Capital, is currently spending hundreds of billions on infrastructure such as charging piles that are being rolled out across the country.
But it is precisely because of this that the so-called "Net Zero Financial Alliance" came into being, and Mark Carney announced in a previous video conference that a total of 150 trillion U.S. dollars in funding commitments will be made in the next thirty years to the middle of this century.
An average of US$5 trillion is invested every year.
When these assets and liabilities expand, they will be full of profits.
Lu Ming happily accepted the invitation of international capital to join the "Net Zero Financial Alliance". This is too simple. Anyone who doesn't join is an idiot. Those who want to join have not yet had a chance.
The word international financier, Lu Ming is now also a well-known international financier and predator-level figure in the world.
Regarding the carbon tax, both the country and Tiansheng Capital have vested interests. Of course, there are ten thousand reasons to support it. After all, the country has completed industrialization and Tiansheng Capital has also completed its layout.
In the coming wave of the energy revolution, Greater China, Europe and the United States all want to be leaders, and the eastern powers have the most hope and potential to take the lead.
Because the country’s layout over the past one or two decades has provided us with confidence.
In the manufacturing of clean energy equipment, whether it is photovoltaic power generation equipment, hydropower generation equipment, or wind power generation equipment, the domestic technical level has reached the world's advanced level, and the market share is the first in the world, such as wind power, hydropower
, photovoltaic and other equipment, about 60% of the world is provided by enterprises in Greater China.
Relevant leading companies are still growth companies. Tiansheng Capital has also jumped on the bus in the past three years, either directly increasing its holdings from the secondary market, or privately issuing additional shares. There are also a large number of people who have joined the bus.
Another one is the use of clean energy. On the consumer side of the market, as of the first half of this year, it is estimated that more than 70% of the world's pure electric vehicles will be manufactured by domestic companies. The 70% share has suddenly surged by almost half.
Because Tianchi technology has suddenly emerged this year, the rise of Tianchi has contributed the greatest weight.
In terms of equipment energy storage, domestic companies such as Ningde Times, BYD, Ganfeng Lithium, etc. also account for more than 70% of the world's energy storage equipment market.
Finally, from the end consumption of clean energy to the production of the supply side, there is usually a relatively long-distance transmission problem of electric energy, which needs to be transported from thousands of kilometers or even tens of thousands of kilometers to consumers in metropolitan areas.
The power transmission system is a key technology, and super UHV technology is the core technological innovation. There are four vertical and six horizontal smart grid systems in the country, and there are already power grid transmissions between the east and west of the country.
However, the problem that renewable energy now faces is that the power generation output is unstable, which creates a contradiction between supply and demand and the need for stable power supply at the consumer end. For example, photovoltaics cannot work at night, but electricity is also needed at night.
The solution to this contradiction is to take advantage of the situation and organically adjust a number of different clean energy sources on a global scale according to local conditions, such as hydropower, nuclear power, etc. The longer-term strategy is to implement a super power network system on a global scale.
Achieve global power interconnection.
Over the years, One Belt One Road has done a lot of great things since it started.
Once the world realizes the interconnection of power networks, the major time zones of the earth, such as photovoltaic and wind power stations, will be clearly arranged in the deserts and Gobi deserts of several major states on the earth. The major time zones will alternately supply each other. Through the interconnected global
The power grid can solve the contradiction between supply and demand of clean energy by using UHV technology.
The so-called "carbon standard" is not about carbon at all, but about electricity. Perhaps it should be said that it is the electricity standard.
The current global oil trade is worth several trillion U.S. dollars every year, and the future electricity trade will also be on the order of several trillion U.S. dollars. However, no one in the world can handle this matter outside Greater China.
Therefore, no matter how much the Net Zero Financial Alliance dislikes it, it has to invite Tiansheng Capital into the group to take away a large piece of the cake. There is no other way.
In this wave of energy revolution, having a ticket means achieving industrialization. Only by achieving industrialization can we be able to adjust the energy structure.
But here comes the problem. Countries and regions that have not yet achieved industrialization are adjusting their energy structure in order to cope with climate change. They continue to use fossil energy, and the adjustment is not in vain.
So the carbon emission tax came into being.
The so-called carbon tax is an additional tax levied on imported goods by developed countries and regions based on the energy used in manufacturing the goods in the country where they are located.
If clean energy is used, the carbon emission tax is zero; if traditional fossil energy is used, an additional carbon emission tax will be levied, and this tax rate is not low.
For underdeveloped countries and regions that have not yet achieved industrialization, all they can do is some low-end industries, mainly relying on cheap labor and low profits. In the past thirty years, China relied on this approach to finally achieve industrialization, and only then did it achieve further development today.
Capital for the transformation of civilization and ecology.
If a carbon emissions tax is implemented, countries that have not yet achieved industrialization will not be able to adjust their energy structure, so the advantage of cheap labor will be meaningless. If a carbon tax company has no profit and cannot survive, then low-end industries will not be able to survive, and even more so.
Stop talking about it.
In other words, for countries that have not yet completed industrialization, it will not work to follow the path of Rabbit. The carbon emission tax has completely blocked this path.
Because the carrying capacity of this "car" is limited, it is impossible for everyone to live a comfortable life with the current level of human productivity. It has a population of about 2 billion, and in Greater China, just one person getting on the car can reach 1.4 billion.
Since the beginning of last year, the trade war has been going on for so long. Amei has used almost all kinds of methods, but found that it was still unstoppable, and secretly had to begin to accept the reality.
Although it is very uncomfortable and overloaded for such a big man to squeeze in, you can still live a comfortable life because this energy revolution can reduce costs, and with the development of information technology, 5G, AI and other technologies can also tap some productivity
, in other words, it can add a group of people to live a good life, so it is still bearable.
But really no more!
If the people behind want to continue to get on the bus, it means that the people on the bus will be kicked off. Of course, the people on the bus will not want to, so they must have directly welded the door shut to prevent the people behind them from getting on the bus.
In an involution world, the game of stock is so cruel.
Until productivity has been further developed and revolutionary technology has not achieved breakthroughs, we can only talk about it.
The whole world knows that industrialization is the only way for a country and a nation to become self-strengthening, but it cannot withstand the increasing volume of this existing world.
If the big stick of carbon tax prevents countries and regions that have not yet achieved industrialization from relying on cheap labor and low profits, then the global minimum tax rate of 15% prevents them from upgrading their industries to produce high-profit products.
, that is, blocking the way to develop industrialization by taking advantage of low tax rates.
Low profits and low tax rates are both blocked at the same time!
The so-called global minimum tax rate of 15% means that it must be a company with operations abroad, and the profit of a company with a global turnover of more than 750 million euros exceeds 10%. If this condition is met, the company has business in a certain country or region.
, but the corporate tax rate here is only 10%, then the company’s home country will impose an additional 5% tax on it to make up for the difference in the world’s lowest corporate tax.
Nowadays, the world's large multinational giants like to move their headquarters to low-tax areas, such as the Kaiman Islands and Bermuda. Once this minimum tax principle is spread, a large number of multinational giants will move out of low-tax areas and return to their own areas.
Home country, this will also have a huge impact on so-called tax haven areas.
All in all, once these two tricks are used, the car door will be completely welded shut. Those who are not in the car will really have no chance to get in the car again.
This minimum tax rate principle will not have much impact on some domestic companies that are responsible for industrial upgrading. For example, companies in the chip industry have strong tax incentives, but these companies' businesses are all in Greater China, and their overseas revenue can be ignored.
Although the tax rate for these companies is lower than 15%, it will not be substantially affected.
The huge market size of Greater China is a major advantage and even more emboldening. These companies can grow by relying on the domestic market. If they can take away the domestic market share of foreign companies in the same industry, they are basically the top in the industry. If they don't reach the top, they will be the best in the industry.
You can't grab market share, so you don't need to rely on the global market. This is very critical.
It is worth mentioning that the minimum tax rate principle has no impact on Tiansheng Capital, because the company is not registered on an offshore island, but in Ningzhou, and the tax rate paid is far higher than the 15% global minimum tax rate.
