【文/观察者网 潘昱辰 编辑/高莘】"全球70%的电动车都是中国制造的，而中国生产的电动车远远优于 西方生产的。"今年6月，福特汽车首席执行官（CEO）吉姆·法利的一番感慨引发全球舆论强烈关注。 法利还表示，此事让他自惭形秽。 据《经济学人》8月21日报道，中国已成为全球最大规模的可再生能源产业供应者，除电动汽车外，去 年还贡献全球一半以上的太阳能和风能设备增长，并且在中国产品的带动下，全球南方可再生能源产业 也在如火如荼地发展着。 据国际能源署（IEA）估计，去年非洲、亚洲和拉丁美洲发展中国家的电动汽车销量增长了60%。 随着 中国电动汽车涌入新兴市场，在过去的一年里，土耳其的电动汽车销量增长两倍多，本土电动品牌 Togg也很受欢迎，目前占所有汽车销量的27%。 无独有偶，去年尼泊尔进口的汽车中有70%以上是电动汽车；在埃塞俄比亚全面禁止销售燃油车后，该 国销售的新车中约有60%是电池驱动的；在当地汽车制造商VinFast的推动下，过去一年越南的电动汽车 销量也翻一番。 在新兴市场，目前中国电动汽车的价格和传统汽车一样便宜，甚至在一些地区价格更低。国际能源署估 计，去年中国电动汽车在泰国的平均售价约为3万美 ...

Group 1 - The successful full-capacity grid connection of the world's largest offshore wind turbine marks the entry of China's offshore wind power industry into the "20MW+" era, providing strong momentum for global energy transition [1][3] - The turbine, developed by domestic energy companies and research institutions, has a capacity of 20 megawatts, a rotor diameter of 292 meters, and an annual power generation capacity of 80 million kilowatt-hours, sufficient to meet the annual electricity needs of 96,000 households [3][5] - The project, located in the northern waters of Fujian, faced challenges such as typhoons and harsh sea conditions, but the construction team innovatively used the fourth-generation installation vessel "Baihetan" to set a global record for the installation of the largest single-unit wind turbine [3][5] Group 2 - China's offshore wind power industry has achieved breakthroughs in core component localization and the upgrading of offshore construction equipment, forming a complete industrial chain covering research, manufacturing, installation, and operation [5] - The cumulative installed capacity of offshore wind power in China has ranked first globally for three consecutive years, with an expected addition of 2.47 million kilowatts in 2024, driving the total industrial chain output value to exceed 20 trillion yuan [5] - The global energy landscape is undergoing profound changes, with offshore wind power becoming a strategic focus for many countries due to its abundant wind resources and significant generation potential [5][6] Group 3 - The technological advancements in China's offshore wind power not only set new records but also reduce the cost of electricity generation to historical lows, providing a replicable "Chinese solution" for global offshore wind power parity [5] - As the "dual carbon" goals are promoted, China's offshore wind power is accelerating its development from nearshore to deep-sea areas, with policies encouraging new projects to be located at least 30 kilometers offshore or in waters deeper than 30 meters [5] - Innovative concepts such as floating wind power and offshore energy islands are gradually being implemented, promoting the integration of offshore wind power with marine ranching and green hydrogen production [5][6]

在彭博新能源财经工作的14年间，David曾担任多个关键领导职务，包括欧洲、中东及非洲（EMEA）研究主管， 负责政策、碳市场、电力与天然气分析；此前还领导过全球风能研究团队。他的职业生涯始于New Energy Finance 和德国银行协会的实习，期间参与了生物燃料与金融战略相关研究。 David拥有剑桥大学环境政策硕士学位，以及拜罗伊特大学哲学与经济学学士学位。 Matthias Kimmel 彭博新能源财经 能源经济主管 彭博新能源财经即将于6月24日举办 《2025年新能源市场长期展望报告》网络研讨会亚太专场 ， 邀请报告主要作者，聚焦亚太地区企业和金融机构所关心的议题，分享针对该地区独特机遇、政 策转变和挑战的深入见解。本次研讨会还特别设置了嘉宾互动问答环节，期待您的线上参会！ 全球经济与模型研究主管 重磅推介 《2025年新能源市场长期展望报告》 2025年6月24日（星期二） | 15:00 - 16:00 网络研讨会 随着政策风险和地缘政治紧张局势加剧，投资者和企业在能源转型过程中面临的复杂性前所未 有。彭博新能源财经发布的 《2025年新能源市场长期展望报告》 深入探讨了清洁能源技术的强劲 ...

Core Viewpoint - Silver is gaining attention and momentum, potentially overshadowing gold as a preferred investment asset due to its dual role as both a financial asset and an industrial raw material [1][9]. Group 1: Market Performance - On Thursday, spot silver surged by 4.5%, reaching above $36 per ounce, marking the highest level since February 2012 [2]. - Over the past 12 months, gold has increased by 42% due to the U.S.-led tariff wars and central banks' significant gold purchases, while silver has only risen by approximately 15%, indicating a lag [7]. - The recent spike in silver prices is narrowing this gap, with significant inflows into silver exchange-traded funds (ETFs), increasing holdings by 2.2 million ounces in a single day [8]. Group 2: Investor Sentiment - Alexander Zumpfe from Heraeus Group noted that the current rally in silver is driven by technical momentum, improved fundamentals, and broader investor interest [4]. - Trend investors are reigniting their interest in silver, indicating a rotation from gold to silver [5]. Group 3: Supply and Demand Dynamics - Silver is experiencing a structural supply deficit for the fifth consecutive year, exacerbating the supply-demand imbalance [9]. - Unlike gold, which relies solely on safe-haven demand, silver's structural shortage provides a solid foundation for price increases [10]. Group 4: Macroeconomic Factors - Recent macroeconomic changes, including a contraction in U.S. service sector activity and slowing job growth, have led to a decline in bond yields, prompting traders to bet on interest rate cuts by the Federal Reserve in October and December [12]. - Lower interest rate environments typically benefit non-yielding precious metals, with silver often outperforming due to its higher price elasticity [13]. Group 5: Future Outlook - Analysts suggest that the recent surge in silver prices may just be the beginning, as the combination of safe-haven demand, industrial shortages, and expectations of monetary easing historically leads to significant price impacts [14].

Core Insights - The International Energy Agency (IEA) projects global energy investment to reach $3.3 trillion by 2025, with China solidifying its position as the largest energy investor, surpassing the combined investments of the US and EU [1][2] - Despite geopolitical tensions and economic uncertainties, global energy investment is expected to grow by 2% from 2024, driven by energy security concerns [1] - Clean energy technologies are set to attract double the capital compared to fossil fuels, with approximately $2.2 trillion allocated to renewable and nuclear energy, energy storage, low-carbon fuels, energy efficiency, and electrification [1] Investment Trends - China's share of global clean energy spending has increased from 25% to nearly 33% over the past decade, driven by strategic investments in solar, wind, hydropower, nuclear energy, batteries, and electric vehicles [2] - The US has seen its spending on renewable energy and low-emission fuels nearly double in the past decade, but growth has stagnated due to reduced supportive policies [2] - Brazil and India have also shown significant growth in clean energy investments, benefiting from strong and sustained policy support that allows them to leverage low-cost solar and invest heavily in wind and bioenergy [2] Regional Developments - Southeast Asia is lagging in the deployment of emerging technologies but is finding its place in the clean energy supply chain, with its solar manufacturing scale ranking second only to China [2] - China has approved nearly 100 gigawatts of new coal-fired power projects, primarily for electricity security reasons, while also reducing dependence on oil and gas imports [2]

【环球时报报道 记者 李迅典】国际能源署（IEA）5日发布2025 年版《世界能源投资报告》称，2025 年，全球能源投资预计将达到3.3万亿美元。中国巩固了作为全球最大能源投资国的地位，能源投资总 额已达到美国和欧盟的总和。 报告提到，过去10年，中国在全球清洁能源支出中的份额已从1/4上升至近1/3，这得益于其对太阳能、 风能、水电、核能、电池和电动汽车等一系列技术的战略投资。美国在可再生能源和低排放燃料上的支 出在过去10年中几乎翻了一番，但随着支持性政策的缩减，目前美国在这一项目的支出上增长乏力。 报告显示，尽管全球面临地缘政治紧张局势加剧和经济不确定性等不利因素，但全球能源投资在2025年 仍将增至创纪录的3.3万亿美元，比2024年增长2%。国际能源署执行干事法提赫·比罗尔表示，能源安全 已成为推动今年全球能源投资增长的关键驱动力，各国和企业寻求保护自身免受各种风险影响。 美国《华尔街日报》援引这份报告称，10年前，中国的能源支出与美国相当，而如今，其投资额已达到 美国和欧盟的总和。比罗尔表示："中国是全球能源投资最重要的推动力，涉及从太阳能等清洁能源到 煤炭等多个领域。" 2025年版《世界能源 ...

Group 1 - China's recent slight reduction of the one-year policy interest rate, by 0.1 percentage points, sends a clear policy signal aimed at stimulating domestic demand and providing a stable financing environment for businesses [1] - The adjustment is seen as a proactive measure by Chinese regulators to address external pressures and alleviate liquidity issues faced by small and medium-sized enterprises, thereby boosting confidence in the market [1] - A stable financing environment is crucial for businesses throughout the procurement, production, sales, and export processes, as they have high cash flow requirements [1] Group 2 - China has made significant progress in diversifying its export markets over the past few years, with rapid growth in exports to the EU, ASEAN, and BRICS countries, alongside a richer industrial structure and product variety [2] - The electric vehicle sector in China has achieved substantial scale, with strong export growth and a large domestic market capable of absorbing most of the production capacity, indicating resilience against external market fluctuations [2] - China's focus on supply-demand balance and technological upgrades in emerging industries, such as electric vehicles, aligns with the global trend towards a green economy, which is expected to expand the demand for clean energy technologies [2]

Core Insights - China is increasingly directing its energy investments in Africa towards renewable energy projects, with solar and wind energy accounting for 59% of its energy projects in the region [1][2] - China invests one-fifth of its total energy investments and renewable energy activities in Africa, with a significant surge of 153% in solar and wind-related exports from 2020 to 2024 [1] - The report highlights that Africa has become a crucial market for China's solar and wind technology, with Kenya being a key player in this transition [1] Investment Trends - From 2010 to 2024, Chinese companies participated in 44 energy projects in Kenya, including the construction of transmission lines, substations, and renewable energy plants [1] - In 2023, South Africa emerged as the largest market for Chinese solar panel exports in Africa, with a value of $855 million [2] - Mozambique imported over half of its lithium batteries from China between 2017 and 2023, indicating a growing reliance on Chinese technology [2] Competitive Advantage - The adoption of Chinese wind and solar technology in Africa is driven by its global competitiveness and the continent's rising energy demand [2] - Chinese solar panels are noted for their cost-effectiveness, performance, and reliability, making them a preferred choice in many African countries [2] - In 2024, nearly half of China's solar panels and wind turbines will be exported to developing countries and emerging economies, with an estimated export value of $13.8 billion [2]