CWP2025-Renewable Investment Opportunities in Europe欧洲可再生能源投资机遇-明阳王浩宇.pdf

1、0欧洲可再生能源投资机遇Renewable Investment Opportunities in Europe2025.10.20INNOVATE CLEAN ENERGY FOR ALL1目录CONTENTS01Renewables Market in Europe欧洲可再生能源市场分析02Wind Markets in Europe欧洲风电市场分析03Challenges in the European Wind Market欧洲风电市场面临的挑战04Mingyang To Contribute to Europes Energy Targets明阳智能助力欧洲实现能源转型目标2Rene

2、wables Market in Europe01欧洲可再生能源市场分析3INNOVATE CLEAN ENERGY FOR ALLGlobal energy transition investments continue to rise despite global macro-economic headwinds Global Energy Transition Investments(2020 to 2024)Source:BNEF 0100200300400500600700800900USD Billion202020212022202320242020202120222023202

3、42020202120222023202420202021202220232024USEU 27+UKChinaCA+BR+IN+JP+RoW Global energy transition investments topped USD 2 trillion for the first time in 2024.However,investments plateaued in the US and Europe for the first time in a decade in 2024.Political uncertainty in the US,while permitting and

4、 auction cycles in Europe held back investors.In Contrast,investments in China and other parts of the world continued to grow.Renewable Energy,Power Grids,and Electric Vehicles underpin this growth.Note:RoW-Rest of the World,CA-Canada,BR-Brazil,IN-India,and JP-Japan 4INNOVATE CLEAN ENERGY FOR ALLIn

5、recent years,the EU has ranked as the worlds second-largest market for energy transition investments,second only to China and ahead of the USTop 10 economies for energy transition investment in 2023Source:BloombergNEF,IEANote:CCS refers to carbon capture and storageOverviewEnergy investment in EU ha

6、s shifted over the past decade to low-emissions generation.The investment ratio of renewable generation to unabated fossil fuel power was 35:1 in 2024 from 6:1 10 years agoSolar:investment in the region doubled compared to previous years with Spain,Germany and Italy reaching 10-year recordsWind:In 2