CWP2025-2025-10-20_CWP Plenary - CN_to present.pdf

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1、Scaling Wind Investment in China and Beyond 中国及全球风电投资新格局：中国及全球风电投资新格局：挑战与机遇并存挑战与机遇并存China Wind Power 202520252025年北京国际风能大会暨展览会年北京国际风能大会暨展览会Oliver MetcalfeOctober 20,20252025年10月20日12025Source:BloombergNEF.Note:Start years differ by sector but all sectors are present from 2020 onward.Most notably,nuc

2、lear figures start in 2015 and power grids in 2020.CCS refers to carbon capture and storage.Global investment in energy transition,by sector 全球能源转型投资（按行业分列）全球能源转型投资（按行业分列）Global energy transition investment exceeded$2 trillion for the first time 全球能源转型投资首次突破全球能源转型投资首次突破2 2万亿美元万亿美元33 51 80 108 135 15

3、2 231 285 260 238 341 383 426 456 518 576 929 1,177 1,517 1,881 2,083 02004006008001,0001,2001,4001,6001,8002,0002,200200420052006200720082009201020112012201320142015201620172018201920202021202220232024$billionPower gridsClean industryElectrified heatClean shippingElectrified transportHydrogenCCSNuc

4、learEnergy storageRenewable energyCleanenergyTransportBuildingsIndustryGridsAMER+7%EMEA-1.7%APAC+21%Global Change+10.7%22025Source:BloombergNEF.Note:Others includes biomass and waste,small hydro and marine.Global biannual investment in renewable energy 全球可再生能源半年度投资额全球可再生能源半年度投资额Onshore wind and util

5、ity-scale solar shrink as small-scale solar grows 陆上风电和大型地面光伏投资缩减，分布式光伏投资增长陆上风电和大型地面光伏投资缩减，分布式光伏投资增长01002003004005001H 20042H 20041H 20052H 20051H 20062H 20061H 20072H 20071H 20082H 20081H 20092H 20091H 20102H 20101H 20112H 20111H 20122H 20121H 20132H 20131H 20142H 20141H 20152H 20151H 20162H 20161H

6、 20172H 20171H 20182H 20181H 20192H 20191H 20202H 20201H 20212H 20211H 20222H 20221H 20232H 20231H 20242H 20241H 2025$billionSmall-scale solarUtility-scale solarOnshore windOffshore windCo-locatedBiofuelsGeothermalOthers32025Source:BloombergNEFGlobal cumulative renewable energy capacity,historic and