MYSE(SH:601615) Zhong Guo Dian Li Bao·2026-01-29 09:20Core Viewpoint - China is contributing significantly to global energy transition through a dual approach of export and investment, focusing on green technologies and products such as electric vehicles, photovoltaics, and lithium batteries [1][2]. Group 1: Clean Energy Export - China is leveraging its clean energy product exports and services to support the energy transition in importing countries, particularly in developing nations, by providing affordable and sustainable solutions [2]. - The export scale of photovoltaic products is expanding, with a projected cumulative export value of $90.22 billion for inverters by 2025, reflecting a year-on-year growth of 9.2% [3]. - By 2025, China's wind turbine exports are expected to reach $17.63 billion, showing a significant year-on-year increase of 47.7%, with Laos, South Africa, and Saudi Arabia being major export destinations [4]. Group 2: Low-Carbon Energy Investment - Chinese companies are engaging in direct investment and project financing to support the clean transformation of traditional energy sectors in Central Asia, focusing on coal and gas [7][8]. - In South America, Chinese enterprises are revitalizing the hydropower industry through direct project investments, enhancing energy conversion efficiency and equipment stability [6]. - The investment in Kazakhstan's coal-fired power plants aims to provide advanced technologies for emissions reduction, addressing the region's specific climatic challenges [8].