上合组织“千万千瓦”级别风光项目已定，中企新能源出海再提速

Core Viewpoint - The "Double Thousand" project opens significant market opportunities for Chinese enterprises in the Shanghai Cooperation Organization (SCO) countries, particularly in photovoltaic and wind power investments, construction, and equipment exports [1][2]. Group 1: Project Overview - The SCO is becoming a key player in promoting renewable energy development amid global energy transition, with China taking over the rotating presidency from 2024 to 2025 [1][4]. - The establishment of the China-SCO Energy Cooperation Platform aims to support the implementation of the "Double Thousand" projects, which include adding "10 million kilowatts" of photovoltaic and wind power capacity over the next five years [1][4]. Group 2: Market Potential - The SCO currently includes 26 countries across Asia, Africa, and Europe, holding a significant position in global energy production and consumption [3]. - In 2024, SCO countries are projected to have a power generation capacity of approximately 4.7 billion kW, accounting for about 49% of global capacity, and renewable energy capacity is expected to increase by 420 million kW, representing 72% of global additions [3]. Group 3: Investment and Cooperation - During China's presidency, 163 energy projects with a total signed amount exceeding 330 billion RMB and a total capacity of over 77 GW have been initiated, covering various sectors including photovoltaic and wind energy [4]. - The "Double Thousand" project is expected to generate a total investment of 3 to 5 trillion RMB over the next decade, with Chinese enterprises potentially capturing 35% to 45% of this investment [7]. Group 4: Implementation Strategies - The cooperation model includes localized production and technology output, with projects adapting to local conditions, such as the wind power project in Kazakhstan and the photovoltaic project in Uzbekistan [6][7]. - The establishment of a project database and the collection of cooperation information will facilitate project implementation and risk management [5]. Group 5: Challenges and Recommendations - Enterprises face challenges such as policy instability, financing risks, and technical standard differences, necessitating enhanced local operational capabilities and financial risk management [2][8]. - Companies are encouraged to understand local cultures and legal environments, provide customized solutions, and consider international financial institutions for risk mitigation [8].