链博会观察｜为全球清洁能源产业链提供“中国方案”

Core Viewpoint - The third China International Supply Chain Promotion Expo highlighted the importance of clean energy supply chains, showcasing new technologies and trends in the clean energy sector, with China being a leading supplier of renewable energy products globally [2] Group 1: Clean Energy Supply Chain - The expo featured a dedicated clean energy supply chain exhibition area, demonstrating the entire cycle of clean energy from supply to consumption [2] - China produces 80% of the world's photovoltaic components and 70% of key wind power components, establishing itself as the largest and fastest-growing clean energy system globally [2] - Clean energy technologies and products from China are increasingly being adopted in developing countries, particularly in underdeveloped regions, providing abundant energy supply [2][4] Group 2: Challenges and Innovations - Global energy supply faces two main challenges: providing clean energy solutions for sustainable development and addressing climate change [2] - The renewable energy sector has a lower competitive barrier and requires rapid technological innovation due to its manufacturing attributes [2] - Companies are developing direct current appliances for regions with inadequate infrastructure, such as Africa, to facilitate the use of solar energy without the need for inverters [4] Group 3: Cost and Market Dynamics - The low cost of renewable energy is crucial for its widespread adoption, especially in regions like Africa where traditional clean energy solutions may be too expensive [5] - The renewable energy industry is characterized by rapid technological iterations, with costs decreasing almost quarterly due to ongoing engineering innovations [5][6] - Companies are exploring comprehensive energy service systems, such as "zero-carbon parks," to achieve overall clean energy usage for end-users [9] Group 4: Infrastructure and Equipment - Chinese manufacturers are adapting their products for domestic applications while also providing solutions for global energy utilization facilities [8] - The demand for domestic transmission and distribution equipment is strong in overseas markets, particularly in emerging markets with significant infrastructure needs [8] - Companies are integrating various renewable energy sources and digital management platforms to balance carbon emissions in industrial parks [9]