“一带一路”能源投资前景展望 ——中国“一带一路”能源投资报告（2025）⑨

Core Viewpoint - China's energy investment in Belt and Road Initiative (BRI) countries is evolving towards green transformation, inclusivity, intelligent upgrades, and systematic risk management, aiming to become a stabilizer for global energy transition and a connector for common development [1] Group 1: Investment Focus on Low-Carbon Fields - China is leveraging its technological innovation and cost advantages in solar and wind energy to drive global energy transition, with a commitment to implement new projects of "10 million kilowatts of solar" and "10 million kilowatts of wind" in collaboration with other Shanghai Cooperation Organization (SCO) countries over the next five years [2] - The complete green energy industry chain established by China, from core component production to project operation, enables it to provide integrated solutions for BRI countries, aligning with their economic capabilities [2] - The demand for renewable energy is expected to grow significantly, with Wood Mackenzie estimating that the installed capacity for wind and solar power in Pakistan, Indonesia, Vietnam, Saudi Arabia, and Malaysia will reach 120 gigawatts, requiring an investment of $73 billion [2] Group 2: Emphasis on Inclusive Investment Projects - Approximately 730 million people globally lack access to electricity, highlighting the urgent need for energy transition and international cooperation [3] - Chinese enterprises are shifting energy cooperation from infrastructure output to development empowerment, providing cost-effective and tailored energy solutions for developing countries [3] - Projects like the wind power initiatives in South Africa and Kazakhstan not only address local electricity shortages but also promote local development through talent training and community support [3] Group 3: Efficiency Enhancement through Technological Innovation - Technological innovation is becoming the core competitive advantage in BRI energy investments, with AI and digital technologies significantly improving project efficiency and reducing costs by 15% to 30% [4] - Chinese companies are applying AI and big data in overseas projects, achieving notable efficiency gains, and continuously making breakthroughs in solar and wind energy technologies [4] - The internationalization of Chinese renewable energy standards is accelerating, enhancing compatibility and interconnectivity of regional equipment [4] Group 4: Risk Governance Covering the Entire Lifecycle - As the scale and complexity of BRI energy investments increase, there is a growing emphasis on systematic risk management throughout the project lifecycle [5][6] - Chinese enterprises have developed effective risk management mechanisms, including thorough feasibility studies and compliance management to ensure adherence to local laws and international standards [6] - The approach to risk management is evolving from traditional project-level strategies to a more systematic and networked governance model, requiring collaboration among governments and stakeholders to build resilient risk governance networks [6]