7月6日至7日，金砖国家领导人第十七次会晤在巴西里约热内卢举行，本次峰会主题为"加强全球南方合作，促进更加包容和可持续的治理"，这是"大金 砖"扩容至11个正式成员国后的首次峰会，是全球南方积极协作的重要信号，是推动金砖合作机制从"区域性协作"到"全球性治理"的关键一步。 在全球能源格局深刻变革、气候变化治理进入关键期的大背景下，发展可再生能源、加速能源转型步伐成为全球可持续发展的重要议题，也是此次金砖峰 会的核心议题之一。扩容后的成员国人口总数超全球一半，按购买力平价计算的GDP总量占全球1/3，超过七国集团（G7），聚集了全球最大的几个石油 生产国和消费国，在全球能源市场上扮演重要角色。 作者系中国现代国际关系研究院拉美所副研究员 编辑：梁国华 校对：孟莹 审核：常斐 卢向前 近年来，随着能源转型成为全球大势，金砖国家积极实践和推动能源转型、发展可再生能源和低排放技术，取得不俗的成绩。一是金砖国家的化石能源发 电量占比逐渐下降。据全球能源监测（Global Energy Monitor）的报告称，截至2024年底，金砖国家的化石能源发电量已降至接近50%。目前，多数金砖 成员国公布零排放目标，以煤炭为主要 ...

Core Insights - The report from the UK Energy Research Institute highlights a concerning trend where, despite record investments in renewable energy and net-zero commitments from major economies, global carbon emissions are projected to reach a new high in 2024, totaling 4.08 billion tons, an increase of 0.5 billion tons from 2023 [2][4] Group 1: Global Carbon Emissions Trends - Global carbon emissions have been on an upward trajectory since 2021, with an average annual increase of nearly 1% over the past decade, despite increasing international climate commitments [2][3] - The report indicates that while renewable energy sources like wind and solar are expanding, they are not keeping pace with the growth in global energy demand, leading to continued increases in carbon emissions [4] Group 2: Regional Emission Patterns - Over the past decade, carbon emissions have increased by 25% in Africa, 15% in the Middle East, and over 9% in the Asia-Pacific region, while Europe has seen an average annual decrease of 1.4% [3] - The EU's carbon emissions in 2024 are projected to be 3.7 billion tons, a 15% reduction compared to a decade ago, with countries like Germany and the UK making significant progress through policy initiatives [3] Group 3: Energy Transition Challenges - The energy transition is progressing slowly, with renewable energy sources being added to the energy mix without a corresponding reduction in fossil fuel use, which is a key reason for the ongoing rise in global emissions [4] - The report emphasizes that unless global energy demand growth slows or renewable energy begins to significantly replace fossil fuels, emissions are likely to continue to rise [4]

Core Viewpoint - The document outlines the renewable energy power consumption responsibility weights for 2025 and 2026, emphasizing the need for provinces to enhance their renewable energy consumption and green electricity usage in key industries to support carbon neutrality goals [2][3]. Group 1: Renewable Energy Consumption Responsibility Weights - The 2025 renewable energy power consumption responsibility weight is a binding indicator for provinces, while the 2026 weight is a target for planning and project preparation [2]. - Provinces are required to optimize their renewable energy consumption and enhance their regulatory capabilities to improve the power system's absorption and adjustment levels [2][4]. Group 2: Green Electricity Consumption in Key Industries - In addition to the electrolytic aluminum industry, the 2025 plan includes increasing the green electricity consumption ratio for the steel, cement, polysilicon industries, and newly established data centers [3]. - The completion of green electricity consumption ratios for key industries will be monitored, with specific assessments for the electrolytic aluminum industry in 2025, while other industries will only be monitored [4]. Group 3: Implementation and Reporting Requirements - Provincial energy authorities must develop and implement plans to meet the renewable energy consumption responsibility weights and green electricity consumption ratios, reporting their progress by specified deadlines [5][6]. - The State Energy Administration will monitor the implementation of these responsibilities and provide guidance to ensure compliance [6].

Core Viewpoint - The rural energy revolution in China is advancing rapidly, becoming a key component of rural revitalization, with significant economic and ecological benefits for farmers [1] Group 1: Policy and Strategic Framework - Various policies have been introduced, including pilot projects and initiatives like the "Thousand Towns and Ten Thousand Villages Wind Action" and "Thousand Households Sunlight Action," aiming for renewable energy to account for over 30% of primary energy consumption in pilot counties by 2025 [2] - The development of renewable energy in rural areas is seen as a vital support for building an agricultural powerhouse and improving ecological conditions [1][2] Group 2: Innovative Practices and Local Implementation - Snow Water Port Village in Zhejiang Province exemplifies innovative practices, utilizing idle rooftops for solar panels, achieving a "zero-carbon cooking" model, and ensuring a power supply reliability rate of over 99.999% [2] - Various regions have explored different renewable energy utilization models, such as distributed solar power in Yunnan and sodium-ion battery storage in Guangxi [3] Group 3: Potential and Future Growth - Rural areas possess abundant renewable energy resources, estimated to provide approximately 7.3 billion tons of standard coal equivalent annually, which is 12 times the current rural energy consumption [4] - The development of distributed energy systems is crucial, with a focus on local production and consumption to enhance efficiency and reduce costs [4] Group 4: Market Trends and Projections - The rural energy consumption is expected to grow, with the National Grid Energy Research Institute predicting that rural electricity consumption will increase at a rate higher than the national average over the next decade [7] - By 2030, the installed capacity of distributed solar power is projected to reach between 710 million and 850 million kilowatts [7] Group 5: Challenges and Recommendations - The rural renewable energy sector faces challenges such as mismatched project development models, inadequate infrastructure, and incomplete statistical data [8] - Recommendations include enhancing clean energy supply capabilities, expanding the direct application of renewable energy, and innovating service systems to support sustainable development [8]

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have announced that the renewable energy power consumption responsibility weight for 2025 must be completed within that year and will not be transferred to 2026 [1] Group 1 - Each province's renewable energy power consumption responsibility weight will be calculated based on the actual physical electricity consumed within the province, supplemented by the purchase of green certificates from outside the province [1] - The assessment of green electricity consumption in key energy-consuming industries will primarily rely on green certificates [1] - In 2025, provinces will be evaluated on the green electricity consumption ratio for the electrolytic aluminum industry, while the steel, cement, polysilicon, and newly built data centers at national hub nodes will only be monitored without assessment [1]

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a notification regarding the renewable energy power consumption responsibility weights for 2025, establishing binding targets for provinces to enhance renewable energy integration into the power system [1] Group 1: 2025 Renewable Energy Power Consumption Responsibility Weights - The 2025 renewable energy power consumption responsibility weight is set as a binding indicator for assessment across provinces, with specific percentages outlined for each region [1] - Provinces are required to optimize their project reserves and improve their power consumption and regulation capabilities based on the 2025 targets [1] Group 2: 2026 Renewable Energy Power Consumption Responsibility Weight Expectations - The 2026 renewable energy power consumption responsibility weight is designated as an expected target, encouraging provinces to prepare accordingly [4] - The expected weights for 2026 show a general increase compared to 2025, indicating a trend towards greater renewable energy integration [4] Group 3: Provincial Breakdown of Responsibility Weights - Specific provincial weights for 2025 include: - Hunan: 50.5%, Guangdong: 31.6%, and Sichuan: 70.0% for total consumption responsibility [2] - Non-hydropower weights vary, with notable figures such as Hunan at 25.7% and Sichuan at 11.9% [2] - For 2026, expected weights show slight increases, with Hunan projected at 51.5% and Sichuan remaining at 70.0% [4]

Group 1 - The ninth OPEC International Seminar highlighted China's significant role in global renewable energy development, particularly in solar and wind energy, and its contributions to energy security and green transition in developing countries [1] - OPEC emphasized two major challenges in the global energy market: insufficient energy investment leading to future affordability issues and the persistence of energy poverty in many regions, advocating for a comprehensive strategy for energy transition [1] - The OPEC report projected that renewable energy generation capacity increased by nearly 600 gigawatts since the last report, largely due to China's record additions in solar and wind power [1] Group 2 - The CEO of Nigeria National Petroleum Corporation praised China's substantial progress in clean energy transition, especially in solar energy, and emphasized the importance of applying China's experience to meet energy security needs in other developing countries [2] - The CEO highlighted China's contributions to overseas clean energy projects, such as hydropower in the Democratic Republic of Congo and solar power plants in Indonesia and Nigeria, showcasing China's role in global energy transition [2] - The collaboration between Nigeria and China has been impressive, with Nigerian companies eager to strengthen ties with Chinese firms to learn more technologies and seize business opportunities [2] Group 3 - The founder and chairman of Saudi International Power and Water Company acknowledged China's critical role in renewable energy development, stating that without China, the current reality of clean energy would not exist [3] - China's advancements in photovoltaic, wind energy, and electrification have provided feasible pathways for the global energy system, achieving both technological breakthroughs and price accessibility [3]

印度尼西亚达南塔拉主权财富基金与日本国际协力银行签署谅解备忘录，后者将联合资助印尼可再生能 源及输电项目。 ...

新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发展表现。点击 查看【 ESG评级中心服务手册】 文|新浪财经 蒋露瑶 2024年被确认为有记录以来最热的一年，进入2025年，高温热浪仍在席卷全球。在气候变暖加剧的背景下，全球气候目标的实现愈发充满挑战。在世界经济 论坛第十六届新领军者年会期间，新浪财经对话绿色创新发展研究院（iGDP）主任、联合创始人胡敏，围绕全球减排路径、中国能源转型、绿色技术及公 正转型等话题展开交流。 面对全球升温趋势，胡敏指出，若以控制全球变暖幅度不超过1.5℃为目标，当前国际社会普遍认为实现难度较高。虽然中国的减排政策相对稳定，但全球 范围内不少国家的政策存在不确定性，"比如美国的气候政策就经常受到政府更迭的影响"，这种不连续性会对全球气候行动带来不利影响。 不过，胡敏强调，虽然特朗普重回白宫调整能源政策后，美国出现煤电重启势头，但长期来看，可再生能源已经具备较强竞争力，市场因素仍在推动能源结 构调整。政党更迭影响更大的是，美国在全球气候治理中发挥的作用。 "应对全球气候变暖，仅仅讨论减排总量是不够的，更应关 ...

Core Viewpoint - The report from CITIC Securities indicates a significant increase in the responsibility weight for non-hydropower renewable energy consumption by 2025, which is expected to support approximately 460 billion kilowatt-hours of green electricity consumption this year [1] Group 1: Renewable Energy Consumption - The increase in responsibility weight for green electricity consumption is expected to provide strong support for green electricity consumption in the current year [1] - The growth in responsibility weight is notably uneven, particularly in the Sanbei region, where the increase may stagnate, potentially affecting the pricing settlement mechanism for electricity [1] - This stagnation could lead to a slowdown in local installed capacity growth and a return to rational investment in the industry [1] Group 2: High Energy Consumption Industries - Following the inclusion of electrolytic aluminum, industries such as steel, cement, and polysilicon are now subject to green electricity consumption ratio assessments, which may further ensure green electricity consumption and promote the development of the green electricity and green certificate market [1] Group 3: Coastal Areas and Carbon Reduction - The coastal areas are expected to benefit from significant incremental consumption space and an increasing demand for carbon reduction from users, which may lead to rapid development of the direct connection model for green electricity [1]