关键词: 耐心资本, 未来能源产业, 高质量发展, 能源转型, 新质生产力, 绿色低碳转型

Abstract: The future energy industry represents a strategic convergence point for achieving a green and low carbon transition while cultivating new growth drives. Its high-quality development is directly linked to China's energy security, climate goals, and industrial competitiveness. Based on an analysis of the connotations of high quality development of the future energy industry, this paper systematically examines the internal logic behind patient capital driving changes in industrial momentum, and proposes pathways of empowerment at the macro, meso, and micro levels. The study finds that high-quality development in the future energy industry is embodied in four dimensions: technological autonomy, structural optimization, green and low-carbon practices, and safety and efficiency. A structural mismatch exists between traditional capital logic and the growth patterns of the industry in time horizon and risk preferences. Patient capital shifts the timing of technological intervention to earlier point, drives innovation activities toward fundamental breakthroughs, and expands the space for cross-chain integration and talent accumulation, thereby transforming industrial momentum from externally driven to endogenously accumulated. To empower the future energy industry, patient capital must be advanced in a coordinated manner at three levels: at the macro level, the focus is on stabilizing institutional expectations to provide conditions for long-term capital judgments; at the meso level, the focus is on building an industrial ecosystem that embeds capital into the interconnections across industry chains. at the micro level, the focus is on unblocking channels for enterprise capability transformation, converting capital's long-term attributes into R&D and organizational capabilities.

Key words: patient capital, future energy industry, high-quality development, energy transition, new quality productive forces, green and low-carbon transition