Core Insights - The global clean energy innovation has stagnated in recent years, particularly when excluding China's contributions, as highlighted by Ember's analysis of European Patent Office data [1] - China has seen a dramatic increase in competitive clean energy patent applications, from 18 in 2000 to over 5,000 in 2022, establishing its dominant position in the global clean energy sector [1][4] - High-quality patents, defined as those filed in two or more countries, have doubled in number for China compared to the U.S. in 2022, indicating a shift from being a "follower" to an "innovator" in clean energy technology [2][5] Patent Trends - The increase in high-quality patents is attributed to a mature academic research environment and strategic government initiatives that support industrial development [4][5] - China's "Made in China 2025" initiative aims for 80% domestic market share in key industries by 2025, a goal that has largely been achieved, particularly in clean energy [5] Technological Advancements - Chinese companies have not only followed but have innovated upon existing technologies, particularly in electric vehicle battery development, where they have adopted cost-effective lithium iron phosphate formulations instead of the nickel-cobalt approach favored by Western firms [6] - Companies like BYD and CATL have made significant advancements in battery technology, enhancing safety and performance while reducing costs [6][8] Research and Development - China leads in the number of widely cited research papers in battery technology, with 65.5% of such papers originating from Chinese researchers, compared to 12% from the U.S. [8][10] - The Chinese government is taking measures to prevent technology outflow, including restrictions on the export of key battery materials and technologies [10] Future Directions - The focus is shifting towards emerging technologies such as carbon capture, smart grids, and electrification of heavy industries, which are seen as the future frontiers of the clean energy sector [11]
“要是不算上中国,全球进度为0…”