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

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