Core Insights - The global energy revolution is at a historic turning point, with renewable energy capacity expected to reach approximately 700 GW in 2024, marking the 22nd consecutive year of record growth [1] - Renewable energy and nuclear power will account for 80% of the new electricity generation in 2024, indicating a significant structural transformation in the global energy system [1] Group 1: Characteristics of the Energy Transition - Renewable energy costs continue to decline, with 91% of new renewable energy projects in 2024 being cheaper than the lowest-cost fossil fuel projects [1] - The acceleration of energy system intelligence is driven by AI and digital twin technologies, enhancing power generation forecasting, grid management, and energy storage [1] - A mature multi-energy complementary system is emerging, characterized by the integration of wind, solar, hydrogen, and storage [1] Group 2: China's Role in the Energy Transition - China is transitioning from a follower to a leader in the energy revolution, with its solar and wind capacity expected to exceed the total of other regions by mid-2025 [1][3] - By mid-2025, China's renewable energy capacity will account for nearly 60%, with renewable energy generation reaching 1.8 trillion kWh, representing 39.7% of the national total [3] - China's electrification level has reached 32%, increasing at a rate of approximately 1 percentage point per year, outpacing major economies in Europe and the U.S. [4] Group 3: Investment and Technological Advancements - Global clean energy investment is projected to exceed $2 trillion in 2024, double that of fossil fuel investments, with China contributing one-third of the total [2] - China leads in clean energy technology patents, holding over 75% of global patents, and has established a complete industrial chain for renewable energy [6] - Significant breakthroughs in nuclear power, grid technology, and energy storage have positioned China at the forefront of global energy innovation [5][6] Group 4: Global Energy Cooperation and Impact - Different development models are enriching global energy transition practices, with collaborations such as China-Saudi Arabia in green hydrogen and U.S.-China in carbon capture technology [3] - China's technology exports have significantly reduced the costs of wind and solar energy, contributing to a reduction of approximately 810 million tons of CO2 emissions globally [7] - Through initiatives like the Belt and Road, China is fostering sustainable development in partner countries, enhancing their access to clean energy [7] Group 5: Future Outlook - The global energy structure is expected to undergo fundamental reconstruction, with renewable energy capacity projected to increase by 4,600 GW by 2030, equivalent to the current total generation of China, the EU, and Japan combined [2] - China's strategic initiatives in emerging industries, including hydrogen and quantum technology, are anticipated to create new trillion-dollar markets in renewable energy [8] - The ongoing energy transformation is expected to significantly contribute to building a sustainable global energy governance system [8][9]
能源革命的中国答案:技术创新赋能全球能源可持续发展
Zhong Guo Zheng Quan Bao·2025-12-02 14:23