中国能源报·2025-09-27 12:43Core Viewpoint - The global renewable energy industry is facing a complex landscape characterized by both challenges and opportunities, with a notable slowdown in growth among the top 500 companies in the sector [2][3]. Group 1: Overall Growth of Enterprises - The total revenue of the top 500 renewable energy companies in 2025 is approximately 9.55 trillion RMB, showing a minimal increase of 0.10% compared to the previous year, a significant decline from the previous year's growth rate of 10.16% [3]. - The average scale of these companies is 190.94 billion RMB, reflecting a slight increase of 0.07%, but this is a drastic drop from the previous year's growth rate of 10.12% [4]. Group 2: Emerging Market Countries - In 2025, there are 302 companies from emerging market countries in the top 500, an increase from 296 the previous year, while the number of companies from developed countries decreased to 198 from 204 [6]. - The total revenue of companies from emerging markets is 5.75 trillion RMB, a slight decrease from 5.79 trillion RMB, while developed countries' companies saw a small increase to 3.80 trillion RMB from 3.75 trillion RMB, narrowing the revenue gap [9]. - The revenue share of emerging market companies is 60.19%, down from 60.71%, while developed countries' share increased to 39.81% from 39.29% [11]. Group 3: European Recovery - In 2025, Asian companies account for 319 of the top 500, an increase from 314, while European companies decreased to 106 from 112 [16]. - The total revenue of Asian companies is 6.02 trillion RMB, down from 6.10 trillion RMB, while European companies' revenue increased to 2.19 trillion RMB from 2.11 trillion RMB [17]. - The top ten companies include eight from Asia and two from Europe, indicating a strong presence of Asian firms in the sector [19]. Group 4: Japan's Declining Position - In 2025, China and the U.S. remain the top two countries in terms of revenue, with revenues of 5.20 trillion RMB and 1.09 trillion RMB, respectively, while Japan's position has declined significantly [22]. - Japanese companies have an average scale of 123.81 billion RMB, which is considerably lower than Germany's 234.71 billion RMB and China's 197.85 billion RMB [24]. Group 5: China's Slowing Growth - China has 263 companies in the top 500, an increase from 255, representing 52.60% of the total [27]. - The total revenue of Chinese companies is 5.20 trillion RMB, a slight increase from 5.07 trillion RMB, but the growth rate has dropped to 2.60% from 13.56% [28]. - The average scale of Chinese companies is 197.85 billion RMB, a decrease from 198.88 billion RMB, marking the first decline in five years [30]. Group 6: Energy Storage Development - The total revenue of energy storage companies is 2.17 trillion RMB, down from 2.27 trillion RMB, with a revenue share of 22.76%, a decrease from 23.84% [34]. Group 7: Raw Material Industry Decline - The total revenue of raw material companies is 1.38 trillion RMB, a decrease of 23.76% from the previous year, while midstream manufacturing companies saw an increase to 5.46 trillion RMB, a growth of 17.67% [39]. Group 8: Mixed Trends in Company Scale - The average scale of the top ten companies is 1947.7 billion RMB, an increase from 1775.6 billion RMB, but the growth rate has slowed [42]. - Companies with revenues exceeding 100 billion RMB have decreased to 12 from 14, indicating a decline in the number of large-scale enterprises [45].