当前位置:首页 >英文主页 >中英对照 > 中译版报告详情

Rhodium Group:2026清洁能源投资监测报告:追踪全球清洁技术投资(中译版)(27页).pdf

上传人: 小*** 编号:1257984 2026-05-29 27页 495.11KB

下载:

1、 Clean Investment Monitor:Tracking Global Clean Technology Investment March 18,2026 Authors:Alfredo Rivera Shweta Movalia Hannah Pitt Mahmoud Mobir Emma Rutkowski Harold Tavarez Eden Chan Charlotte McClintock Anne Luo Yvonne Yu Xinyu Zheng Linyi Zheng Kate Larsen Energy&Climate RHODIUM GROUP|ENERGY&

2、CLIMATE TRACKING GLOBAL CLEAN TECHNOLOGY INVESTMENT 2 Key findings For the past three years,the Clean Investment Monitor has tracked investment in the manufacture and deployment of clean energy and decarbonization technologies across the United States.This report marks the expansion of the Clean Inv

3、estment Monitor to every country around the world,tracking investment from 2018 through 2025.We find:Total global clean investment hit record levels in 2025,reaching$1.96 trilliona tripling of investment from only seven years ago.However,investment growth has slowed somewhat in the past two years,ri

4、sing only 7%in 2025 after a 28%jump in 2023.Total clean investment in China declined 3%from its 2024 peak,reaching$849 billion.While investment in Europe and the US rose only modestly in 2025,the most rapid growth occurred in Indiawhich saw a 46%increase to reach$101 billionand the rest of the world

5、,which saw an increase of 12%to reach$352 billion in 2025.The slowdown is primarily due to a decline in global manufacturing investment in 2025,which totaled$155 billion,a more than 40%decline from peak levels in 2023.The top threeChina,the US,and Europeall saw a decline in 2025(with the US declinin

6、g for the first time since the start of our tracking,and China continuing a decline first seen in 2024),with the lions share from China.In China,after years of substantial government support that supercharged new investments,severe domestic overcapacity led to a significant reduction in new manufact

word格式文档无特别注明外均可编辑修改,预览文件经过压缩,下载原文更清晰!
三个皮匠报告文库所有资源均是客户上传分享,仅供网友学习交流,未经上传用户书面授权,请勿作商用。
1. **全球清洁投资创新高但增速放缓**:2025年全球清洁技术投资达1.96万亿美元,较七年前增长三倍,但2023-2025年增速从28%降至7%。 2. **区域分化显著**:中国投资下降3%(8490亿美元),印度增长46%(1010亿美元),欧美仅小幅增长;全球制造业投资下降42%(2025年1550亿美元),主因中国产能过剩致制造业投资骤降70%。 3. **产能过剩与供应链调整**:中国占全球光伏电池产能92%、风电齿轮箱74%,但电池和电动车产能份额预计2030年分别降至71%、56%;储能电池投资逆势增长,2025年达150亿美元。 4. **部署投资持续增长**:清洁电力投资达9480亿美元(光伏占48%),电动车投资增长六倍至8600亿美元。
**清洁投资趋势?** **产能过剩影响?** **全球布局变化?**
客服
商务合作
小程序
服务号
折叠