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SystemIQ:2026私人资金动员缺口:构建面向新兴市场与发展中经济体能源转型的催化型体系研究报告(英文版)(49页).pdf

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1、THE PRIVATE FINANCE MOBILISATION GAPDriving towards a more catalytic system for the energy transition in emerging markets and developing economiesABOUT THIS REPORTSYSTEMIQTHE PRIVATE FINANCE MOBILISATION GAP2This report was developed as input to the work of the Independent High-Level Expert Group on

2、 Climate Finance(IHLEG).It was prepared by Systemiq and authored by Maxine Gibb,Jennifer Ring,Mattia Romani and Julia Turner.Thank you to the many experts who provided ideas and feedback:Sam Sherburn,Ben Weisman,and Alex Michie(GFANZ),Barbara Buchner,Costanza Strinati and Mairad Barron(CPI),Benjamin

3、 Attia(Allied Climate Partners),Jamie Fergusson(World Bank Group),Tatiana Rosito(Brazil Ministry of Finance),Amar Bhattacharya(IHLEG),Homi Kharas(Brookings),Christian Kleboth(EBRD),Hans Peter Lankes and Chris Humphrey(ODI),Jens Sedemund(OECD)and Jesper Hilsted Andersen(Danish Ministry of Foreign Aff

4、airs).Statements and views presented in this report do not necessarily reflect those of any individual or organisation associated with this project.APRIL 2026Systemiq,the system-change company,was founded in 2016 to drive the achievement of the Sustainable Development Goals and the Paris Agreement b

5、y transforming markets and business models in five key systems:nature and food,materials and circularity,energy,urban areas and sustainable finance.A certified B Corp,Systemiq combines strategic advisory with high-impact,on-the-ground work,and partners with business,finance,policymakers and civil so

6、ciety to deliver system change.Systemiq has offices in Brazil,France,Germany,Indonesia,Kenya,the Netherlands,US and the UK.Learn more at:www.systemiq.earth or via LinkedIn.SYSTEMIQTHE PRIVATE FINANCE MOBILISATION GAP3What is the need and opportunity for private finance for the clean energy transitio

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1. **投资需求与缺口**:新兴市场和发展中经济体(EMDEs)到2035年需2万亿美元清洁能源投资,其中1.3万亿(63%)需来自私人资本,当前仅15%的全球清洁能源投资流向EMDEs。 2. **风险与催化金融**:约4750亿美元私人资本需风险缓解(占私人投资需求的36%),其中80%集中于中高风险国家及新兴技术(如清洁燃料、储能)。 3. **催化金融需求**:若维持当前低效模式(每2美元公共资金撬动1美元私人资本),2035年需9850亿美元发展及催化金融;若转向高效工具(如担保、催化股权),需求可降至4300亿美元(减少55%)。 4. **关键路径**:需多边开发银行(MDBs)等机构调整工具组合,增加担保、本地货币融资等高催化性工具,并提升资本充足率改革以撬动更多私人资本。
私人资本如何撬动? 风险谁来承担? 资金缺口有多大?
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