China's Q3 2026 CO2 Emissions Drop 3.1% as Clean Energy Surges and Fossil Fuel Demand Weakens
2026年第三季度，中国二氧化碳排放量同比下降3.1%，创下自2022年新冠疫情封控以来的最大单季降幅。能源与清洁空气研究中心（Centre for Research on Energy and Clean Air）在《碳简报》（Carbon Brief）上发表的分析显示，今年前三季度累计排放量预计减少0.5%。此次排放下降主要由燃煤发电量减少3.3%所带动。与此同时，地缘政治紧张局势抑制了石油消费，电动汽车普及率的激增也进一步削减了燃油需求——2026年9月，电动汽车在中国乘用车销量中的占比已达67%。太阳能、风能和核能等清洁能源发电量增加了110太瓦时，增长规模超过了全社会电力需求的增长。此外，在宏观经济放缓的背景下，建筑活动减弱抑制了水泥和钢铁产量，进一步加速了减排进程。
China's carbon dioxide emissions decreased by 3.1% year-on-year in the third quarter of 2026, representing the steepest quarterly contraction since the 2022 Covid lockdowns. According to an analysis by the Centre for Research on Energy and Clean Air published by Carbon Brief, year-to-date emissions fell by an estimated 0.5%. The decline was driven by a 3.3% reduction in coal-fired power generation, alongside lower oil consumption resulting from geopolitical tensions and surging electric vehicle adoption, which captured 67% of passenger car sales in September 2026. Clean energy output from solar, wind, and nuclear expanded by 110 terawatt-hours, outstripping electricity demand growth. Meanwhile, reduced construction activity curtailed cement and steel output, further accelerating emissions reductions amid broader economic softening.
—— Carbon Brief 2026-11-06 UTC