Restructuring of Global Investment Competition for Industrial Parks in the Era of Energy Transition

Against the backdrop of a global acceleration in energy transition, supply chain restructuring, and comprehensive strengthening of ESG standards, the competitive logic of industrial parks is being redefined. The past model of attracting investment based on land, tax incentives, and infrastructure is being replaced by "low-carbon capability, industrial ecosystem, and system credibility".

More and more investors in new energy, electric vehicles, hydrogen energy, and energy storage industries are discovering that hardware conditions alone are no longer sufficient to support investment decisions. What they truly evaluate is whether a region has a complete system to support long-term green industry development.

For governments and investment promotion agencies responsible for energy transition industrial parks, a key question is emerging: After "green infrastructure" becomes widespread, how should parks be redefined in the global competition for energy transition investment?

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Part 1: Energy Transition is Reshaping the Competitive Logic of Industrial Parks

From Resource Competition to Low-Carbon Capability Competition

Traditional competitive factors of industrial parks include land prices, electricity costs, and transportation locations. However, in the context of energy transition, these factors are being reordered.

New energy investors are more concerned about:

• Proportion and stability of renewable energy
• Grid structure and energy storage capacity
• Carbon emission management system
• Green certification of industrial energy use
• Full lifecycle carbon footprint

In other words, park competition is shifting from "cost advantage" to "carbon advantage".

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Common Misconception: Treating Green Parks as Upgraded Versions of Traditional Industrial Parks

#### Misconception 1: Only emphasizing green electricity supply while ignoring system capabilities

Many parks emphasize "we have wind/solar resources," but investors care more about:

• Whether energy is dispatchable
• Whether peak/valley electricity pricing mechanism is mature
• Whether it has energy storage and microgrid capabilities
• Whether it supports long-term green power purchase agreements (PPAs)

The core of energy transition is not "whether there is green electricity," but "whether green electricity can be used stably."

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#### Misconception 2: Only emphasizing policy incentives while ignoring long-term carbon certainty

In the context of Energy Transition, companies are increasingly concerned about:

• Whether carbon policies are stable
• Whether carbon market mechanisms are transparent
• Whether green certifications are internationally recognized
• Whether policies have long-term consistency

Green investment is essentially long-term asset allocation, not short-term subsidy arbitrage.

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#### Misconception 3: Only doing green promotion while lacking verifiable data

Investors increasingly rely on:

• ESG rating agencies
• Carbon disclosure reports
• Third-party certification data
• Real corporate operation cases
• Digital energy monitoring systems

"Green narratives" without data support are rapidly losing credibility.

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Part 2: Three Major Changes in Global Energy Transition Investment

Trend 1: From "Location Attraction" to "Energy System Attraction"

• Leading green industrial parks no longer only emphasize geographic location, but rather emphasize:- Renewable energy structure
• Power system stability
• Hydrogen and energy storage infrastructure
• Industrial decarbonization pathways
• Carbon neutrality roadmap- Carbon emission data system
• Energy structure monitoring platform
• Enterprise emission reduction cases
• ESG reporting system
• Third-party certification records

Green credibility must be built on data.