彭博新能源财经(BNEF)：2025年能源转型投资趋势报告（英文版）（16页）.pdf

1、Energy Transition Investment Trends 2025Tracking global investment in the low-carbon transitionJanuary 30,2025Abridged report1Energy Transition Investment Trends 2025929 1,177 1,517 1,881 2,083 02004006008001,0001,2001,4001,6001,8002,0002,20020202021202220232024$billionPower gridsClean industryElect

2、rified heatClean shippingElectrifiedtransportHydrogenCCSNuclearEnergy storageRenewableenergyGlobal investment in the energy transition hit a record$2.1 trillion in 2024,climbing 11%from a year earlier.Mainland China has returned to the driving seat,accounting for two-thirds of the global increase se

3、en last year.The global clean energy supply chain saw$140 billion in new investment,despite ongoing struggles with overcapacity.Equity and debt issuances for climate and energy transition purposes remained just above$1 trillion.This report is BNEFs annual review of investment in the energy transitio

4、n.This includes energy transition investment(spending to deploy clean technologies),as well as investment in the clean energy supply chain,equity investment in climate-tech companies,and debt issuance for energy transition purposes.Energy transition investmentGlobal energy transition investment has

5、surpassed$2 trillion for the first time and more than doubled since 2020,but growth slowed to just 10.7%in 2024,from 24-29%in each of the years 2021-23.By far the largest sectors are electrified transport at$757 billion,renewable energy at$728 billion and power grids at$390 billion.All three of thes

6、e sectors grew to new records in 2024,as did energy storage,which shrugged off headwinds to reach$54 billion.In contrast,the other seven sectors(nuclear,carbon capture and storage,hydrogen,clean shipping,electrified heat and clean industry),together accounted for just 7.4%of total investment,and act