全球绿色转型受冲击 业内看好中国提供确定性

Group 1 - The core viewpoint is that despite global challenges to green transition, China is expected to provide certainty and leadership in renewable energy development [1][2] - China's commitment to its "dual carbon" goals is seen as credible and stable, which can effectively guide market participants and stimulate innovation [1] - The renewable energy generation capacity in China is projected to reach a historical high in 2024, accounting for over 60% of global renewable energy installations [1] Group 2 - During the 14th Five-Year Plan period, China's power grid development has significantly supported the clean energy transition, with expected installed capacity exceeding 5 billion kilowatts [2] - By 2024, China's share of global photovoltaic and energy storage installations is expected to be around 60%, maintaining its position as the largest market [2] - The development of energy storage is crucial for achieving carbon neutrality, with new energy storage installations surpassing pumped storage for the first time [2] Group 3 - The investment potential in the green low-carbon sector is substantial, with estimates for required investments in China ranging from 19.5 to 36.2 trillion RMB from 2025 to 2060 [3] - The role of clean energy investment in driving economic growth in China is expected to increase, contributing to economic transformation and new growth opportunities [3]