Towngas Smart Energy Company Limited · HKEX:1083
Towngas Smart Energy — Towngas China — Investor Presentation (October 2021)
23 slides from Towngas Smart Energy's investor presentation, Oct 25, 2021
Slide 1: Towngas China (1083.HK) Investor Presentation
Towngas China (1083.HK) Investor Presentation 25 October 2021
Slide 2: Partnership Announcement
Partnership Announcement Affinity Equity Partners Towngas China is is one of the largest Asia's leading clean independent Private energy supplier with Equity firms in Asia a strong focus on Pacific with over innovation, US$14 billion in assets technology and under management sustainability The inves
Slide 3: Chairman Speech
Chairman Speech Dr. Peter Lee Ka-kit Chairman Towngas China 3
Slide 4: Partnership Announcement
Partnership Announcement Tang Kok Yew Founding Chairman and Managing Partner Affinity Equity Partners 4
Slide 5: CEO Speech
CEO Speech Peter Wong Executive Director and CEO Towngas China 5
Slide 6: Towngas Group: a Leading City-Gas Operator with Nationwide Coverage and Resilient Growth
Towngas Group: a Leading City-Gas Operator with Nationwide Coverage and Resilient Growth 288 City-Gas Projects ~160 years of history 440 projects across over 27provinces ~40 million residential customers ~400 thousand commercial & industrial (C&I) clients 30 billion m in annual gas sales volume 3 as
Slide 7: Towngas Sustainability Business
Towngas Sustainability Business Smart Natural Gas Biomass Energy (City Gas) Platform Towngas Energy Towngas China ECO • Advanced bio-fuels • Photovoltaics, • Bio-chemicals energy storage • Energy Internet Urban Waste • Bio-materials • H2 generation • Energy conservation management Hua Yan Environmen
Slide 8: Healthy Market Mix: Focusing on C&I Clients
Healthy Market Mix: Focusing on C&I Clients Non-Residential Sectors Make Up ~ 80% of Gas Sales Volume Industrial, 52% ■ Higher gas margins Wholesale and power plants, 12% Commercial, 13% Distributed energy, 2% ■ Tariff pass-through mechanism Residential, 21% as of 30 June 2021 Year 2019 2020 2021 Gr
Slide 9: Industry Trend: Natural Gas and Renewable Energy Critical Contributors to Carbon Neutrality
Industry Trend: Natural Gas and Renewable Energy Critical Contributors to Carbon Neutrality 3 Gas Demand (billion m ) Gas Demand (billion m3 ) Green economic development in China ignites a 1 growing demand for clean energy 320 600 2020 2030E Natural gas is one of the main clean energy Proportion of
Slide 10: Solid Platform for Business and Market Expansion
Solid Platform for Business and Market Expansion Upstream Synergy City-Gas Smart Energy The Hong Kong and China Net Zero Smart Gas Company and Industrial Park Towngas China Gas Storage Residential Rooftop PV Facilities Power Pipeline Power Storage City-Gas Gas Interconnection Projects Supply Supply
Slide 11: Towngas Smart Energy
Towngas Smart Energy Dr. John Qiu Jian-hang COO – Renewable Business Towngas China 11
Slide 12: Towngas Energy: Five Years in Operation
Towngas Energy: Five Years in Operation Founded in 2016 Actively engaged in investment, construction and operation of integrated energy systems including industrial steam supply, CCHP, C&I rooftop PV and power storage, with over 110 projects in operation Focused on driving industrial parks towards c
Slide 13: Our Business Model
Our Business Model INTEGRATION DIGITALISATION DECARBONISATION Providing multiple Leveraging Cloud Supporting our energy solutions, Computing, SaaS, smart customers in their including natural gas, energy systems and emissions reduction solar PV, power storage digital partnership with efforts through
Slide 14: Clear Demand and Interest in Carbon Management from Industrial Parks
Clear Demand and Interest in Carbon Management from Industrial Parks China “30.60” Focusing on Biggest Demand Net Zero Smart Policies Growth Industrial Parks China’s Annual Power Our Advantages ■ Build a new energy power system Consumption ■ Long-term trust with local ■ Control on energy consumption
Slide 15: Aiming to Become the Market Leader in Distributed PV by 2025
Aiming to Become the Market Leader in Distributed PV by 2025 China’s Expected PV Power Capacity by 2025 12% Market Share in C&I Distributed PV by 2025 120GW Focusing on industrial parks: C&I Distributed ■ Attractive margins from industrial rooftop PV ■ Rapid expansion synergies with city-gas operati
Slide 16: Distributed PV Offers a Strong Entry Point for Net Zero Smart Industrial Parks
Distributed PV Offers a Strong Entry Point for Net Zero Smart Industrial Parks Favourable Regulation ■ Central and local government support Mature Value Chain ■ China leading in solar manufacturing and project construction Distributed High Demand ■ C&I customers focused on reducing energy cost and e
Slide 17: Uniquely Positioned to Capture Smart Energy Growth
Uniquely Positioned to Capture Smart Energy Growth Heilongjiang ■ In 2018, formed joint R&D center with Tsinghua Qiqihaer Jilin University on integrated energy management Liaoning platform Beijing Tieling Benxi Inner Mongolia ■ In 2020, started renewable business, producing Tangshan Yingkou Dalian H
Slide 18: Digital Platform in Place, Further Upgrades to Help Customers Manage Energy and Carbon Emissions
Digital Platform in Place, Further Upgrades to Help Customers Manage Energy and Carbon Emissions Key layers of the system Key components in the system Various software functions to be offered based on customer needs 1. Software as a Monitoring & Control Energy Optimisation Carbon Management Service
Slide 19: Partnerships: Our Strategic Competitive Advantage
Partnerships: Our Strategic Competitive Advantage POWER SUPPLY POWER DEMAND TECHNOLOGY Joint development Integrating gas and Cloud computing services of smart energy projects power grid solutions powering our integrated smart energy platform Shared development and Cooperation in advanced Joint R&D c
Slide 20: Our Experienced, Committed and Innovative Team
Our Experienced, Committed and Innovative Team Liu Yanfang Wu Gang Du Ye GM Northern Region GM Eastern Region GM Southern Region Zhang Jing Vice President Strategy Wu Yukeng Vice President Technology 300+ employees across Solar PV Dr. John Qiu Jian-hang COO – Renewable Business Power Storage Foundin
Slide 21: Our Renewable Business Development Strategy
Our Renewable Business Development Strategy 2021 2022 2025 Established Our Targeted Growth of the Becoming The Differentiated Model Smart Energy Business Industry Leader ¥ ¥ ¥ 30 2GW 7bn 60 4GW 14bn 200 15GW 58bn Park Establishment & Market Scale of Client Development Source-Grid-Load- Industrial Pa
Slide 22: Returns: Leveraging our Competitive Strengths and Focusing on Carbon Management
Returns: Leveraging our Competitive Strengths and Focusing on Carbon Management PAT Revenue and profit from digitalisation & technology • Upside from carbon management 3 • Upside from power ancillary services & trading Revenue and profit from renewable business 2 • Leverage long-term industrial cust
Slide 23: THANK YOU!
3é 22 A Fa Towngas