中国能源转型回顾2025

ChinaEnergyTransition China’s surge in renewables and whole-economy electrification is rapidlyreshaping energy choices for the rest of 9 September 2025 Authors: Muyi Yang, Biqing Yang,Sam Butler-Sloss, Euan Graham Editor: Richard Black Editorialconsultant: Xunpeng Shi Manager: Aditya Lolla About This report analyses China’s progress towards a clean energy future, explores thereasons why it is accelerating and deepening, and sets out some implications for therest of the world. It draws on data from Chinese government sources, international The analysis highlights important trends in sectors such as renewable generationand electrification of sectors such as industry, buildings and transport, and analysesthe underlying drivers. It then examines how trade with China, China’s energy This report is Ember’s first comprehensive review of China’s clean energy progressand its implications for the rest of the world, undertaken because of China’s Highlights +69% 84% -1.7% Clean generation growthled by solar and wind met84% of China’s electricitydemand growth in 2024. In Battery storageinvestment in China rose69% from H1 2024 to H1 From 2015 to 2023, fossilfuel use in final energyacross buildings, industry 25% 65% 75% Cheap Chinese tech hasenabled 25% of emergingmarkets to leapfrog the US Chinese companies lodgearound 75% of globalclean energy patent Projected Chinese solarmanufacturing capacity in2030 (1,255 GW) is 65%higher than global solar Contents Contents4Foreword5 From capacity to system – the supply-side transition deepens15 Chapter 2 | China’s perspective: From clean energy to powering future prosperity Strategic reorientation – the ‘why’ of China’s energy transition Chapter 3 | Expands the possible, by making electro-technologies cheap and big How China’s transition is reshaping the global energy landscape Foreword The world stands at a pivotal moment. Climate change, energy security, and economicdevelopment are no longer separate challenges. Increasingly, they are interwoven – and so For too long, emerging economies have faced what seemed like a stark trade-off betweengrowth and sustainability. As this report highlights, China’s green ascent challenges that Through scale, innovation and long-term planning, China is demonstrating thatdecarbonisation can go hand in hand with industrial upgrading, job creation and improved Of course, China’s experience is not a one-size-fits-all blueprint. Each country must chart itsown course, shaped by its unique resources, needs and priorities. Still, China provides a For Southeast Asia and other emerging markets, the task ahead is to translate thatpossibility into tailored strategies. The choices we make today will shape the direction of oureconomies and the well-being of generations to come. To build a better future, one of the His Excellency Dr Suwit Khunkitti Chair, Advisory Committee of the International Society for Energy Executive summary Faster, broader, deeper: China’senergy transition is transforming China’s clean energy transition is fundamentally reshaping theeconomics of energy across the world. Accelerating deployment ofrenewables, grids and storage in China, combined with electrification oftransport, buildings and industry, are rapidly bringing China itself China’s adoption of renewable energy continues to accelerate. In 2024, wind and solarelectricity generation rose by 25% compared with the previous year. In the first half of 2025 itwas 27% higher than in H1 2024 - enough, alongside other trends, to cut fossil fuel generation The renewables transformation is underpinned by world-leading investment in clean energy,energy storage and transmission grids. China is the biggest investor in clean energyworldwide, spending $625 billion USD in 2024 - 31% of the global total of $2,033bn. The Beyond electricity, the transition is reshaping end-use sectors. Electricity is comfortably thebiggest energy source in buildings, and in 2023 overtook coal to become the biggest energysource for industry. Oil-derived fuels still dominate in transport, but China’s rapidly- China has embarked on this transition for a variety of reasons. Interviews with expertsconducted for this report reveal that within China there is a realisation that the olddevelopment paradigm centred on fossil fuels has run its course, and is not fit for 21st The clean energy transition is constraining China’s dependence on imported fossil fuels,reducing energy costs, stimulating growth and jobs and creating export markets. In 2024,investment and production in clean energy contributed 13.6 trillion RMB ($1.9 trillion) to the These investments in the clean energy future are driving dramatic cost reductions acrossthe world in key technologies such as wind turbines, solar panels, storage batteries andelectric vehicles. The benefits are increasingly being felt in emerging markets, many of which Key takeaways Wind, solar and battery storage deployment in Chinacontinue