Investing.com —— 据中国企业改革与发展研究会发布、央视报道的《全球能源转型报告2026》预测，随着世界第二大经济体将支出重心转向电网及支撑其不断扩大的可再生能源产业所需的基础设施，中国的能源投资预计将在2026年达到9400亿美元，位居各国之首。
Investing.com -- China’s energy investment is projected to reach $940 billion in 2026, the highest of any country, as the world’s second-largest economy shifts spending toward electricity grids and infrastructure needed to support its expanding renewable energy sector. The forecast comes from the Global Energy Transition Report 2026, released by the China Enterprise Reform and Development Society and reported by state broadcaster CCTV on Sunday.
中国可再生能源的扩张催生了对输电网络及配套基础设施日益增长的需求，以应对风能、太阳能及其他可再生能源发电的接入。
China’s renewable energy expansion has created growing demand for transmission networks and supporting infrastructure capable of handling electricity generated from wind, solar and other renewable sources.
国际能源署预计，中国今年在电网方面的投资将达到约1400亿美元，反映出投资重心已从建设发电装机容量转向整合现有及新增设施。
The International Energy Agency expects Chinese investment in power grids to reach approximately $140 billion this year, reflecting a shift from building generation capacity toward integrating existing and newly installed facilities.
截至2025年底，中国可再生能源装机容量达到23.37亿千瓦，占全国发电总装机容量的60.1%。
At the end of 2025, China’s installed renewable power capacity reached 2.337 billion kilowatts, representing 60.1% of the country’s total installed electricity generation capacity.
中国还占全球新增可再生能源装机容量的63.6%，凸显了其在全球可再生能源发展中的主导地位。
The country also accounted for 63.6% of newly installed renewable capacity worldwide, highlighting its dominant position in global renewable energy development.
可再生能源发电量合计3.99万亿千瓦时，相当于中国发电量的38.3%。可再生能源发电量的增量足以覆盖全国用电量的全部增量。
Renewable electricity generation totaled 3.99 trillion kilowatt-hours, equivalent to 38.3% of China’s electricity output. Growth in renewable generation was sufficient to cover the entire increase in national electricity consumption.
这一扩张也降低了煤电在中国电力供应中的占比。报告称，2026年上半年，煤电发电量占发电总量的49.7%，首次跌破50%。
The expansion has also reduced coal’s contribution to the country’s power supply. Coal-fired generation accounted for 49.7% of electricity output in the first half of 2026, falling below 50% for the first time.
根据报告，得益于发电结构变化，2025年中国能源相关二氧化碳排放量下降0.5%。
China’s energy-related carbon dioxide emissions declined 0.5% in 2025, according to the report, reflecting changes in the country’s electricity generation mix.
该国仍是可再生能源设备的主要供应国，生产约占全球70%的风电设备和80%的光伏设备。
The country remains a major supplier of renewable energy equipment, producing approximately 70% of the world’s wind-power equipment and 80% of photovoltaic equipment.
随着可再生能源装机容量持续扩大，该国日益聚焦电网建设，这可能会支撑对电气设备、输电技术和能源基础设施的需求。
Its increasing focus on grid development could support demand for electrical equipment, transmission technology, and energy infrastructure as renewable capacity continues expanding.