刘世锦：全球绿色转型遇逆风，中国立场坚定“不能退”

Core Viewpoint - Under the "dual carbon" goals, China's energy sector is entering a critical phase of green transformation, facing challenges such as collaborative development consensus, resource layout optimization, and policy refinement [1] Group 1: Green Energy Transition - Over the past five years since the "dual carbon" goals were proposed, China has rapidly emerged as a global hub for green technology, with key products like photovoltaic components and wind power equipment capturing over 70% of the global supply chain [3] - The cost of photovoltaic power generation has decreased by 90% over the past decade, with current costs being half that of coal-fired power generation [3] - The renewable energy installed capacity target was achieved six years ahead of schedule, and the market penetration rate for new energy vehicles reached 5% eleven years earlier than planned [3] Group 2: Global Economic Challenges - The International Monetary Fund has lowered its global economic growth forecast for 2025 to 2.8%, while the U.S. government has exited the Paris Agreement and is reducing subsidies for new energy, impacting global green transformation [3] Group 3: Reform and Stability in Energy Systems - China needs to continue reforms in key areas, particularly addressing the stability challenges posed by a high proportion of new energy integration into the power grid [4] - On the supply side, there is a need to accelerate the design and construction of a new power system that is primarily based on new energy [4] - On the demand side, transitioning from energy consumption dual control to carbon emission dual control is essential, with quantifiable targets for carbon emissions [4] Group 4: Future Growth and Competitiveness - For the "14th Five-Year Plan" and beyond, maintaining a moderately rapid growth rate is crucial for the development of the green low-carbon industry [4] - China's stable economic growth in recent years has significantly contributed to the rapid rise of the green low-carbon industry, which is necessary for achieving economies of scale, increasing R&D investment, and enhancing competitiveness [4]