新型储能装机超1亿千瓦，电动汽车充电基础设施（枪）达1864.5万个，可再生能源发电量占全部发电 量四成左右……当前，我国已建成全球最大、最完整的清洁能源产业链，能源体系向清洁低碳转型迈出 坚实步伐。 新型储能装机规模 映画唱长 截至2025年9月底 我国新型储能装机规模 超1亿千瓦 im 与"十三五"末相比增长超30倍 装机规模占全球总装机比例 超40% 已跃居世界第一 B / KIN IST 电动汽车完电服务能力 吊绿墙升 截至2025年10月底 我国电动汽车充电基础设施(枪) 总数达到1864.5万个 同比增长 54.0% 到2027年底 将实现充电服务能力的翻倍增长 I K 编自氧能发展正成为 全球"领头年" 截至2024年底 我国绿色氢能产能 超15万吨/年 出全球周量 16 50%以上 已建成加氢站540座 日全球总量 达40% 下了 可再生能源发电量 積分增长 全国可再生能源发电量达 2.89万亿千瓦时 同比增长15.5% 约占全部发电量四成左右 达到同期工业用电量的六成左右 CRIN （文章来源：人民网） 资料来源：国家能源局、新华社、央视网、《全球能源转型报告（2025）》 2025年前三季 ...

今天（22日），中国企业改革与发展研究会发布了《全球能源转型报告（2025）》，数据显示，我国已建成全球最大、最完整的清洁能源产业链。 报告指出，化石能源活动是全球碳排放的最大来源。2024年，全球与能源相关的二氧化碳排放总量同比增长0.8%，达到378亿吨的历史最高水平，能源转型 迫在眉睫。而我国去年能源转型投资总额达8180亿美元，同比增长20%，超过美国、英国和欧盟投资之和，位居全球首位。我国风电、光伏、新能源汽车等 产品出口到全球200多个国家和地区，共向全球提供了70%的风电设备、80%的光伏组件，推动全球风电和光伏发电成本分别下降超过60%和80%。 作为全球第一大煤炭消费国，我国近年来煤电装机占比持续下降，从2015年的58.7%下降到2025年上半年的33.1%。与此同时，我国在可再生能源制氢及相 关产业发展领域也正成为全球的"领头羊"。截至2025年9月，全球清洁氢项目承诺投资额达1100亿美元，我国以330亿美元承诺投资额居全球首位。截至目 前，我国绿色氢能产能超15万吨/年，占全球总量的50%以上；已建成加氢站540座，占全球比重达40%。 我国在新一轮国家自主贡献中提出：到2035年， ...

今天（22日），中国企业改革与发展研究会发布了《全球能源转型报告（2025）》，数据显示，我国已 建成全球最大、最完整的清洁能源产业链。报告指出，化石能源活动是全球碳排放的最大来源。2024 年，全球与能源相关的二氧化碳排放总量同比增长0.8%，达到378亿吨的历史最高水平，能源转型迫在 眉睫。而我国去年能源转型投资总额达8180亿美元，同比增长20%，超过美国、英国和欧盟投资之和， 位居全球首位。我国风电、光伏、新能源汽车等产品出口到全球200多个国家和地区，共向全球提供了 70%的风电设备、80%的光伏组件，推动全球风电和光伏发电成本分别下降超过60%和80%。作为全球 第一大煤炭消费国，我国近年来煤电装机占比持续下降，从2015年的58.7%下降到2025年上半年的 33.1%。与此同时，我国在可再生能源制氢及相关产业发展领域也正成为全球的"领头羊"。截至2025年9 月，全球清洁氢项目承诺投资额达1100亿美元，我国以330亿美元承诺投资额居全球首位。截至目前， 我国绿色氢能产能超15万吨/年，占全球总量的50%以上；已建成加氢站540座，占全球比重达40%。我 国在新一轮国家自主贡献中提出：到203 ...

Core Insights - Italy plans to shift its investment focus from traditional energy to strategic sectors such as phosphates, renewable energy, and energy and digital infrastructure [1] Group 1: Investment Strategy - Italy is advancing several key projects, including the North Africa-Europe "Green Hydrogen Corridor" (SoutH2 Corridor), the "Medlink" underwater electricity interconnection project, and a new digital submarine cable project announced by Italian and Algerian companies [1] - Approximately 30 cooperation memorandums were signed by companies during the Algeria-Italy Economic Forum held in Rome in July, confirming a mutual commitment to deepen industrial cooperation [1] Group 2: Renewable Energy Potential - Algeria has significant potential for renewable energy and green hydrogen development, planning to establish 15 GW of solar projects by 2035 and invest between $20 billion to $25 billion in green hydrogen [1] Group 3: Economic Relations - Algeria is a key pilot for Italy's "Mattei Plan" in Africa, which includes projects related to Sahara agricultural development and vocational training [1] - Currently, around 200 Italian companies operate in Algeria, with an investment scale projected to reach €8.6 billion in 2024 [1]

中化新网讯 11月10-21日，第30届联合国气候变化大会(COP30)在巴西贝伦举办。会议期间，中国生态 环境部、中央广播电视总台(CGTN)、联合国训练研究所(UNITAR)等联合主办的中国角论坛及相关活 动，受到了各国环保人士的高度关注。 生态环境部副部长李高在致辞中介绍了中国在低碳城市建设方面的积极成果与成功经验。联合国训练研 究所、香港科技大学、巴西亚马逊环境研究所、CGTN等的专家、学者、企业代表等，也分别就各自的 关注重点与独特经验，提出了促进联合国ESG可持续发展目标的路线及方案。 科林能源技术(北京)有限公司董事长单育兵作为企业代表之一作了演讲分享，强调了企业在推动绿色能 源和高效利用转型中的关键作用。单育兵指出，绿色技术创新、低碳管理以及可持续商业模式正成为企 业国际化的重要方向。科林能源近年来在智慧能源、绿色氢能和生物质应用方面做了一系列的探索实 践，并与地方政府及国际机构开展多方面合作，探寻可复制、可推广的绿色清洁技术解决方案。 此外，中国角还主办了以"绿色科技引领城市繁荣与可持续未来"主题的圆桌论坛，聚焦绿色科技如何驱 动城市经济增长、创造就业并促进国际合作。 其中，COP30大会中 ...

Investment Rating - The report indicates a cautious investment outlook for the energy sector, with potential opportunities arising from expected oil price declines in 2026 [3][13]. Core Insights - Global energy demand is accelerating, particularly in the electricity sector, driven by artificial intelligence and data centers, with trends spreading to Europe and Asia [1][2]. - The International Energy Agency predicts that oil demand may continue to grow for the next 20 years, while natural gas is becoming a key transitional fuel [2]. - Data centers are projected to increase global electricity demand by 1%-3% annually, half of which is driven by artificial intelligence [1][9]. - Fuel cell technology is gaining renewed attention due to its low pollution and high efficiency, particularly for off-grid power solutions for data centers [1][5]. - Serious Power, a company specializing in solid oxide fuel cell technology, is positioned for significant growth through licensing agreements with major manufacturers [1][6]. Summary by Sections Energy Demand and Trends - The 6th Annual Carbon Economy Conference highlighted the rapid growth in global energy demand, especially in electricity, influenced by AI and data centers [2]. - The revival of nuclear energy and the renewable energy revolution are driving new energy storage solutions [2]. Fuel Cell Technology - Fuel cell technology is being reconsidered due to its suitability for urban applications and the long delivery times of gas turbines [5]. - Serious Power's licensing model allows it to avoid manufacturing constraints and focus on growth through partnerships [6][7]. Market Dynamics - Major oil companies face the dual challenge of revitalizing core oil and gas exploration while seizing opportunities in data centers and electronic businesses [11]. - The Inflation Reduction Act continues to support renewable energy development, particularly in Texas, while maintaining incentives for solar, wind, and energy storage [12]. Future Outlook - The energy market is expected to experience significant volatility by 2026, with structural growth opportunities in U.S. natural gas, the grid, and fuel cells [15][16].

Core Insights - China has emerged as a global leader in clean energy, contrasting sharply with the struggles faced by the US and EU in this sector [1][3][18] Group 1: China's Clean Energy Achievements - China operates 112 nuclear power units with a total installed capacity of 125 million kilowatts, ranking first in the world [3] - The country has a green hydrogen production capacity exceeding 150,000 tons per year, also the highest globally [3] - China's strategic planning and policy consistency over the past two decades have been crucial to its success in clean energy [10][12] Group 2: Challenges in the US and EU - In the US, clean energy investments have decreased by over $24 billion this year, resulting in the loss of approximately 21,000 jobs [5] - The Trump administration's policies led to a 36% decline in renewable energy investments, with numerous projects being canceled or shelved [6] - The EU faces significant challenges, including a heavy reliance on Chinese imports for solar photovoltaic products, with local manufacturing costs being about 60% higher than those in China [8] Group 3: Global Implications - China's advancements in clean energy technology and cost reductions are enabling energy transitions in developing countries, creating a global market centered around China [14] - Reports suggest that China may achieve its carbon peak target six years ahead of schedule, driven by increasing clean energy generation despite rising electricity demand [16] - The ongoing energy crisis in Europe, exacerbated by the Russia-Ukraine conflict, has led several EU member states to reconsider or delay their carbon neutrality goals [18]

Core Insights - The white paper titled "China's Actions on Carbon Peak and Carbon Neutrality" outlines China's comprehensive carbon reduction policy framework and highlights its achievements in renewable energy development and carbon intensity reduction [1][3]. Group 1: Carbon Reduction Policy Framework - China has established the world's most systematic and complete carbon reduction policy system, becoming a leader in global renewable energy development [1][3]. - The country has contributed approximately one-fourth of the world's new greening area and is one of the fastest countries in terms of energy consumption intensity reduction [1][3]. Group 2: Renewable Energy Development - The white paper emphasizes significant progress in the green and low-carbon transformation of energy, with non-fossil energy consumption projected to increase from 16.0% in 2020 to 19.8% by 2024, averaging an increase of nearly 1 percentage point per year [3][4]. - By August 2025, the installed capacity of wind and solar power is expected to exceed 1.69 billion kilowatts, tripling the capacity from 2020 and contributing to about 80% of new power installations since 2020 [4]. Group 3: Fossil Energy Utilization - China is accelerating the clean and efficient utilization of fossil energy, with the proportion of fossil energy consumption expected to decrease from 84.0% in 2020 to 80.2% by 2024 [4][5]. - The country is focusing on the clean and efficient use of coal and promoting the green transformation of oil and gas development [4]. Group 4: Power System Development - The white paper highlights the continuous improvement of the power system's comprehensive regulation capabilities, aiming to build a clean, low-carbon, and economically efficient new power system [5]. - The integration of power sources, grids, loads, and storage is being promoted to facilitate large-scale development and utilization of renewable energy [5].

Core Insights - The white paper titled "China's Actions on Carbon Peak and Carbon Neutrality" emphasizes the importance of renewable energy in achieving China's dual carbon goals while ensuring energy security [1] Renewable Energy Development - China is prioritizing the development of non-fossil energy, aiming to increase its share of non-fossil energy consumption from 16.0% in 2020 to 19.8% by 2024, with an average annual increase of nearly 1 percentage point [1] - By the end of August 2025, the installed capacity of wind and solar power is expected to exceed 1.69 billion kilowatts, more than three times the capacity in 2020, contributing approximately 80% of the new power installations since 2020 [1] - The share of wind and solar power generation is steadily increasing at an average annual rate of 2.2 percentage points [1] Hydropower and Nuclear Energy - As of the end of August 2025, conventional hydropower installed capacity is approximately 380 million kilowatts, with pumped storage capacity at 62.365 million kilowatts [1] - There are 112 nuclear power units in operation, under construction, or approved for construction, with a total installed capacity of 125 million kilowatts, ranking first in the world [1] Green Hydrogen Production - By the end of 2024, green hydrogen production capacity is expected to exceed 150,000 tons per year, also ranking first globally [1]

Core Insights - The white paper titled "China's Actions on Carbon Peak and Carbon Neutrality" indicates significant progress in China's green and low-carbon energy transition [1][2] - China is focusing on renewable energy substitution while ensuring energy security, which supports the achievement of its "dual carbon" goals [1] Group 1: Renewable Energy Development - Non-fossil energy consumption is projected to increase from 16.0% in 2020 to 19.8% by 2024, with an average annual increase of nearly 1 percentage point [1] - Wind and solar power generation capacity is expected to exceed 1.69 billion kilowatts by August 2025, more than three times the capacity in 2020, contributing approximately 80% of new power installations since 2020 [1] - The share of wind and solar power generation is steadily increasing at an average annual rate of 2.2 percentage points [1] Group 2: Fossil Energy Utilization - The proportion of fossil energy consumption is projected to decrease from 84.0% in 2020 to 80.2% by 2024, reflecting efforts to enhance clean and efficient utilization [2] - China is actively promoting clean and efficient use of coal and transitioning oil and gas development towards greener practices [2] Group 3: Power System Enhancement - The white paper highlights improvements in the comprehensive regulation capabilities of the power system, ensuring safe operation and risk resilience amid large-scale renewable energy development [2] - The development of a new type of power system that is clean, low-carbon, safe, abundant, economically efficient, and flexible is being accelerated [2] - Integration of power sources, grids, loads, and storage is being promoted to facilitate large-scale development and utilization of renewable energy [2]