2024年,清洁能源技术对中国经济的贡献率首次达到10%以上,相关销售和投资总额达到13.6万亿元人民币(1.9万亿美元)。
在2024年,清洁能源行业推动了四分之一的国内生产总值(GDP)增长,其市场规模已超过房地产销售。
Carbon Brief根据官方、行业数据和分析师报告进行的最新行业分析显示,清洁技术在中国经济中的作用日益增强,尤其是所谓的“新三样”行业,即太阳能、电动汽车和电池。
本篇分析对“清洁能源”行业的定义较为宽泛,涵盖可再生能源、核能、电网、储能、电动汽车和铁路。这些技术和基础设施是中国推动能源生产和使用脱碳的关键。
其他关键调研结果包括:
- 2024年清洁能源投资达到6.8万亿元人民币(9400亿美元),同比增长7%。相比2023年40%的增速,这一增长有所放缓,但符合预期趋势。
- 中国对清洁能源的投资规模接近全球对化石燃料的投资总额,其体量相当于沙特阿拉伯的经济总量。
- 作为“新三样”,电动汽车、电池和太阳能仍然是清洁能源行业的核心驱动力,三者创造了四分之三的附加值,并吸引了该行业一半以上的投资。
- 2024年,清洁能源行业经济产出的增长拉动了其对GDP的贡献,而2023年主要依靠投资增长带动。
- 若考虑整个生产链的产值,清洁能源行业对中国经济的总体贡献为 13.6万亿元人民币(1.9万亿美元),略高于GDP总量的10%。
- 该行业的增长速度是中国整体经济增速的三倍,占2024年GDP增长的26%。
- 值得注意的是,若无清洁技术的增长,中国2024年的GDP增速可能仅为3.6%,远低于官方公布的5.0%目标。
展望2025年,清洁能源投资可能会进一步增长,因为许多大型项目正加快推进,以试图在“十四五”规划(2021-2025年)结束前完工。
在此之后,清洁能源行业的发展将很大程度上取决于下一份五年规划设定的新目标和政策,该计划即于今年制定。
清洁能源达到GDP里程碑
2023年,在清洁能源行业巨大的产能投资浪潮推动下,该行业贡献了中国约40%的经济增长。
正如去年的分析所预测,超常规的投资增长率在2024年不可避免地会降温,而新的数据也证明了这一趋势。
尽管如此,2024年清洁能源行业的投资仍然保持增长,并且该行业的商品和服务产值增速依然超过20%。
因此,正如下图所示,2024年清洁能源行业占中国GDP的比重首次超过10%。

清洁能源行业对中国经济的整体贡献达到13.6万亿元人民币(1.9万亿美元),其规模与沙特阿拉伯或瑞士等主要经济体相当。
同时,该行业在中国经济中的比重已超过房地产销售(9.6万亿元人民币)和农业(9.1万亿元人民币)。
电动汽车和太阳能是增长主要驱动力
2024年清洁能源行业的生产和投资总值预计增长了13%,自2022年以来则增长了50%,如下图所示。

这些行业的商品和服务产值增长了21%,达到6.8万亿元人民币(9500亿美元)。
总体而言,电动汽车生产是最具价值的细分行业,其次是清洁能源生产、铁路运输、电力传输与储存,以及能源效率。
下表详细列出了各行业和活动的具体数据。

价格下跌促进采用,但对生产商构成挑战
在全球大多数经济体都在担忧高通胀之际,中国却面临通货紧缩的压力,主要原因是制造业快速扩张,而国内需求相对疲软。
多个关键清洁能源行业都受到这一趋势的影响。尽管产量不断增长,但供过于求导致收入和利润增长乏力,使该行业的实际贡献在一定程度上被忽视。
以太阳能电池板制造为例,尽管产量大幅增长,但行业名义产值下降了41%。

不过,由于项目数量激增,加上太阳能电池板成本仅占整个太阳能发电项目成本的不到三分之一,太阳能项目的投资名义价值仍保持稳定。
太阳能发电电力价值增长了40%,使得太阳能行业对名义GDP增长的总体贡献率上升至正值。
总体来看,清洁能源行业的增加值按名义计算增长了约8.5%,低于实际增长率的15%,但仍远高于GDP增速,占名义GDP增长的17%。
2024年12月,一场重要的年度经济政策会议强调,需要“积极营造绿色低碳产业健康发展生态”。这表明政府可能会采取措施解决清洁制造业供应过剩和该行业盈利能力较弱的问题。
清洁能源经济快速增长的影响
清洁能源行业连续第二年在中国经济增长目标的实现中发挥了关键作用。
供应增加和价格下降的双重因素,导致中国清洁能源部署速度远超几年前的预期,同时也促进了清洁能源在新兴海外市场的部署。
预计这一增长趋势将在2025年延续,这主要得益于多个重大项目都致力于在“十四五”规划(2021-2025年)收官前完工。
2025年以后,该行业的发展将在很大程度上取决于今年即将完成的下一个五年计划(2026-2030年)中的新目标和政策。
随着近几年清洁能源发电装机容量的闪电式扩张,该行业正陷入盈利能力下降和产能过剩的困境。
若要恢复行业盈利能力,中国既需要保持强劲的国内需求,也需要采取措施解决产能过剩问题。此外,弃电问题(尤其对太阳能发电产生限制)也亟需解决,以确保市场需求能持续释放。
根据中国主要部委提出的2030年和2035年目标所显示的初步迹象,中国难以将关键清洁能源技术需求维持在2023-2024年水平。
如果清洁能源行业在下一个五年规划时期的目标低于当前部署速度,该行业可能从拉动GDP增长的推动力转变为拖累因素,并加剧供过于求的问题。相反,更具雄心的清洁能源目标将有助于保持该行业对经济的积极贡献。
鉴于清洁能源在投资增长中发挥的重要作用,政府的经济刺激措施可能会支持清洁能源领域的投资。
此外,清洁能源现在在中国经济增长中的关键作用,也使得政策制定者更有动力确保该行业的健康发展。
The post 分析:2024年清洁能源对中国GDP的贡献将达到创纪录的10% appeared first on Carbon Brief.
Climate Change
‘Concerning’ low sea ice persists as Antarctic hits third-lowest winter peak
Antarctic sea ice has recorded its third-smallest winter peak extent since satellite records began 48 years ago, new data reveals.
Provisional data from the US National Snow and Ice Data Center (NSIDC) shows that Antarctic sea ice hit its annual winter peak on 14 September, with an extent of 17.59m square kilometres (km2).
The organisation notes that the data is still preliminary, adding that “large fluctuations in extent are typical of Antarctic sea ice near the seasonal maximum”.
One expert tells Carbon Brief that it is “concerning to see these low values persisting”, but says that scientists need more time to determine whether this represents a “structural shift” in Antarctic sea ice extent.
Meanwhile, at the Earth’s other pole, Arctic sea ice reached its annual minimum on 12 September, ranking as the joint-10th lowest in the satellite record.
The NSIDC notes that the last 20 years have seen the lowest 20 Arctic sea ice extents in the satellite record.
Antarctic peak
Dr Lettie Roach, a polar climate scientist at the Alfred Wegener Institute in Germany, tells Carbon Brief that this year’s Antarctic sea ice maximum was “well below average for the season”. She warns that, “after several decades of stable or increasing winter Antarctic sea ice conditions, it is concerning to see these low values persisting”.
She adds:
“Compared with the Arctic, it’s less clear how recent changes in Antarctic sea ice are attributable to human-caused warming vs natural variability. We need more years of observations to better understand whether this is truly a structural shift.”
Dr Clare Eayrs, a postdoctoral researcher at the Korea Polar Research Institute (KOPRI), tells Carbon Brief that, since recording a “near-average February minimum” extent, Antarctic sea ice has “returned to unusually low winter coverage”.
She notes that Antarctic sea ice extent in July and August this year were the fifth and fourth lowest on record, respectively, adding that “all five of the lowest July extents have occurred since 2022 and all four of the lowest August extents since 2023”.
The chart below shows Antarctic sea ice extent in 2025 (dark blue) and 2026 (red) so far. For comparison, the chart shows decadal averages (dotted lines) as well as 2023 (mid blue), the year of the smallest winter sea-ice maximum on record.

Eayrs tells Carbon Brief that the regional pattern of Antarctic sea ice cover “changed substantially during the growth season”.
For example, she says that “in April, the Bellingshausen Sea remained almost entirely ice-free, while the neighbouring Amundsen Sea had more ice than usual”.
However, by late August, changes in atmospheric pressure and wind meant that “the Bellingshausen deficit had largely recovered, while ice was unusually scarce in the Amundsen Sea and across much of East Antarctica”.

Arctic minimum
Meanwhile, the Arctic recorded its minimum summer sea ice extent on 12 September. At 4.60m km2, this year ties with 2025, 2010 and 2008 as the 10th-lowest sea ice extent on record.
The chart below shows Arctic sea ice extent in 2025 (dark blue) and 2026 (red) so far. For comparison, the chart shows decadal averages (dotted lines) as well as 2012 (mid blue), the year of the smallest summer sea-ice minimum on record.

Roach tells Carbon Brief that although this minimum is not “record setting”, it is still “lower than any sea ice minimum before 2007”. She adds:
“Human-caused climate change has reduced Arctic sea ice cover and thickness, so the region is fundamentally different compared to a few decades ago.”
Scientists have been tracking Arctic sea ice thickness using a reanalysis produced called the Pan-Arctic Ice Ocean Modeling and Assimilation System (PIOMAS) since 1979.
In March 2026, the National Oceanographic and Atmospheric Administration (NOAA) terminated a global dataset of air pressure that scientists relied upon to produce PIOMAS, forcing both datasets to stop publishing updates.
The PIOMAS website says it will take “considerable effort and time” to find alternative data to use in their reanalysis. It adds that “we don’t yet have a good sense if that’s possible with available funds and if so, when we will be able to resume production of a new PIOMAS timeseries”.
Roach also notes that August saw record-breaking heat sweep across much of the world, explaining that high temperatures “extended into Arctic coastal regions, close to regions with substantial sea ice loss – particularly the Barents-Kara and East Siberian seas”.
Dr Zack Labe, a scientist at Climate Central, tells Carbon Brief that the absence of a new record does not mean that ice cover is becoming more “resilient”. He says:
“Local weather patterns across the Arctic play a really important role in year-to-year sea-ice extent, even as the long-term trend is clearly downward.”
Labe tells Carbon Brief that weather in the Arctic this summer was “influenced mainly by lower pressure toward the central Arctic, which brought cloudier and cooler conditions that limited surface melt and delayed the start of the melt season”.
He explains that this “was most obvious across parts of the Beaufort and Chukchi seas, where the melt season didn’t really kick off until after early July, which was more than two weeks later than normal”.
In contrast, he says, the Atlantic side of the Arctic “had a much more extreme summer”, with sea ice in the Barents Sea recording its “earliest melt-out on record”.
This was partly due to “unusually warm air and ocean temperatures”, Labe says. He notes, for example, that parts of western Siberia saw unusually persistent temperatures more than 5C above the 1981-2010 average for much of the summer, which extended out over the Kara Sea and contributed to substantial ice melt in this area”.

Labe tells Carbon Brief that, going forward, scientists need “more data and observations of other sea-ice metrics, like ice thickness, which may give us better insight into the overall condition of the ice pack, especially during years like 2026 when it is very fragmented”.
(In March 2026, Arctic sea ice reached its peak extent for this winter, clocking in as the joint-smallest in a satellite record going back almost half a century.)
Related
Guest post: Climate change has caused one-fifth of Pine Island glacier retreat
‘Very alarming’ winter sees Arctic sea ice hit record-low for second year running
Q&A: How Trump is threatening climate science in Earth’s polar regions
Limiting warming to 2C is ‘crucial’ to protect pristine Antarctic Peninsula
The post ‘Concerning’ low sea ice persists as Antarctic hits third-lowest winter peak appeared first on Carbon Brief.
‘Concerning’ low sea ice persists as Antarctic hits third-lowest winter peak
Climate Change
COP31 attendees told not to interfere in Türkiye’s “internal affairs”
Participants at COP31 in Antalya will have a “duty” not to interfere in Türkiye’s internal affairs under the country’s hosting deal with the UN, reviving a clause dropped for last year’s climate summit in Brazil that human rights groups warn could put activists at risk.
Türkiye has faced growing criticism from human rights groups over the jailing of opposition figures, journalists and activists and imposed a blanket protest ban around July’s summit of the NATO military alliance in Ankara.
The contested provision is included in the binding agreement between the UN climate secretariat and the Turkish government that sets out responsibilities over logistical arrangements and details participants’ rights and obligations.
The document, signed in June but only made public on Wednesday, gives accredited COP31 attendees immunity from legal action over what they say, write or do in connection with the conference. Climate Home News understands that this safeguard can be applied to what takes place both inside and, in certain circumstances, outside of the UN-controlled COP “Blue Zone”. For the first time, this protection explicitly continues after the summit ends.

But participants enjoying these “privileges and immunities” also have a duty to respect Türkiye’s laws and regulations and not to interfere in its internal affairs, the agreement states. Rights groups fear its wide-ranging formulation could be used to discourage criticism of the host government.
Climate Home News understands that whether an action is covered by the immunity or infringes on the host’s internal affairs would be evaluated on a case-by-case basis, with close coordination between the country’s authorities and the UN climate change body.
A separate provision states that immunity shall be waived where the UN believes it would “impede the course of justice”.
‘Chilling effect’
Those same provisions featured in the host country agreements for COP28 in the United Arab Emirates and COP29 in Azerbaijan, both regarded as authoritarian regimes, before being dropped for COP30 in Brazil.
Ann Harrison, climate justice policy advisor at Amnesty International, said it is “extremely disappointing” that the COP31 agreement re-introduced clauses that could “hinder the ability of human rights defenders and civil society organisations to conduct their work safely”.
COP31 electrification pledge leaves out clean power commitment
She added the provisions could have a “wider chilling effect” on rights to freedom of expression and peaceful assembly, given concerns over the human rights situation in Türkiye, including laws that “have shrunk civic space” and their “abusive” implementation by authorities.
The UN climate change body declined to comment.
Rights groups have documented blanket protest bans, unlawful use of force by the police and prosecutions of journalists, human rights defenders and lawyers across Türkiye in the last year.
Arrests and protest bans
Last July, environmental activist Esra Işık was sentenced to more than two years for “resisting” a public official over what Amnesty International described as a peaceful protest against an urgent expropriation order linked to the expansion of coal mining in south-western Türkiye. She is appealing the conviction.
Ahead of a summit of the NATO alliance in the capital Ankara in July, authorities put in place a 13-day blanket ban on demonstrations, citing “national security”, and arrested over 200 people. Human Rights Watch said the crackdown showed Türkiye’s “ruthless intolerance of freedom of speech and assembly”.
Earlier this month, Turkish police detained dozens of people as part of what rights groups described as the government’s widening crackdown on LGBTQ+ activists and venues.
Questioned by media as to how he would guarantee the right to protest at COP31, Kurum said earlier in September that his team would “try to meet” any request they receive from civil society and give them “a free space to express themselves”.
“Don’t worry, thinking you will not be able to voice your opinions or really share your thoughts,” he said in an attempt to reassure campaigners, adding that he had put former deputy environment minister Mehmet Birpinar in charge of liaising with civil society.
Civic space needed
Camilla Pollera, human rights and climate change campaigner at the Center for International Environmental Law (CIEL), said meaningful participation at COP31 is fundamental to the legitimacy of climate action.
“At a climate summit, civil society participation necessarily includes being present, speaking out, scrutinising governments’ decisions and climate policies, and advocating for communities most vulnerable to climate change,” she added.

At last year’s COP30 summit, thousands of Indigenous people and climate activists peacefully marched through the Amazonian city of Belém in the first major demonstration outside the UN venue in four years. Smaller-scale demonstrations were largely confined to the “Blue Zone” at COP27 in Egypt, COP28 in the UAE and COP29 in Azerbaijan.
In two other separate incidents in Belém, members of the Munduruku tribe blocked access to the conference centre for hours, demanding an end to development projects in their ancestral land, and protesters stormed through the venue clashing with UN security officials.
The COP31 hosting agreement keeps some of the safeguards previously hailed by civil society groups. The government and the UN secretariat commit to upholding “the fundamental human rights” of all participants in the agreement’s preamble.
Under the deal, Türkiye also needs to ensure that security personnel follow “the highest ethical and professional standards and are expected to behave with integrity and respect”.
The post COP31 attendees told not to interfere in Türkiye’s “internal affairs” appeared first on Climate Home News.
COP31 attendees told not to interfere in Türkiye’s “internal affairs”
Climate Change
Threatened by rising seas, small islands secure right to keep their statehood
As rising seas submerge growing swathes of land, countries that lose territory should still keep their national boundaries, sovereign rights and UN membership, according to a political declaration adopted at the UN General Assembly in New York on Thursday.
The declaration, which was championed by climate-vulnerable small island states, affirms “the presumption in favour of continued statehood” in the face of sea level rise fuelled by climate change, and urges countries to work together to assist communities affected by encroaching oceans.
Speaking at a high-level UN meeting to address the existential threats posed by sea level rise, Cabo Verde’s Prime Minister Francisco Carvalho, one of the initiative’s co-facilitators along with Australia, said the adoption of the text by consensus sends “a message of hope”.
“This declaration has a very special meaning. For us, sea level rise is neither a distant threat nor a theoretical concern,” he said, adding that rising seas put at risk key infrastructure, water resources and economic growth in small island states.
In the Pacific, sea levels have risen at twice the global rate, dramatically increasing coastal flooding events from two to 20 a year in the Republic of the Marshall Islands, and from zero to 102 events per year in American Samoa, according to the World Meteorological Organization (WMO).
Surangel Whipps Jr., president of the Pacific island of Palau, said the summit in New York represents a “moment of international solidarity”, and highlighted that small island states will remain permanent members of the UN.
Declaration recognises statehood
An advisory opinion by the world’s top maritime court, the International Tribunal on the Law of the Sea (ITLOS), first upheld in 2024 that countries do not have to shrink their maritime borders even if they lose land territory due to sea level rise. This was reiterated by the International Court of Justice in last year’s landmark ruling on the climate obligations of states.
The new declaration endorsed by all governments at the UN General Assembly stresses that sea level rise “is not a distant scenario but a real and lived experience for many”, and notes that international law must be implemented in global responses to rising seas.
UN Secretary-General António Guterres said the “milestone must now be translated into action”, adding that the declaration should encourage an “ongoing dialogue” at the “highest possible level” leading to practical outcomes. Pacific islands have proposed an international treaty on sea level rise that would provide more legal certainty.
“Those on the frontlines must be front and centre on every decision. We cannot allow countries and cultures to vanish beneath the waves,” he said. “The SOS has gone out. The world must answer.”
At regional summit, Pacific islands ask for COP31 support for clean energy and finance
Goodwin Friday, prime minister of St. Vincent and the Grenadines, said measures to protect vulnerable states will require adequate finance. “Investing in resilience now is more cost-effective than paying the far greater price for loss and damage later,” he added.
Championed by Australia’s COP31 co-presidency, Pacific islands have sought to put adaptation to sea level rise and ocean conservation at the top of the political agenda by inviting world leaders to attend the pre-COP31 summit co-hosted by Fiji and Tuvalu in October.
Tuvalu will also host the second global fossil fuel phase-out summit in April 2027, after around 60 governments met this year in Santa Marta, Colombia, to discuss ending their dependence on coal, oil and gas.
“Our coastlines, our reefs and our communities are living with the consequences of fossil fuel dependence every day, and our people have earned the right to help shape the way forward,” Lynda Tabuya, Fiji’s climate minister, said in a statement announcing details of the conference.

Ocean monitoring gets a boost in New York
Amid record-breaking marine heat and seas rising at unprecedented speed, governments in New York announced new commitments to protect the world’s ocean, as efforts to bolster marine ecosystems and coastal communities rise up the political agenda.
On Wednesday, the EU and Canada announced more funding for a new Europe-led ocean monitoring system called OceanEye, launched in the aftermath of a failed attempt by the Trump administration to dismantle the largest existing network of deep-sea observatories.
During an event at UN headquarters in New York, EU President Ursula von der Leyen and Canadian Prime Minister Mark Carney announced around $163 million in new funding for the initiative, with the EU pledging €92 million ($105m) on top of existing seed funding and Canada pledging C$82 million (US$58m) over five years.
According to an EU statement, while OceanEye will collaborate with the Global Ocean Observing System, that network “remains vulnerable to financial shortfalls and geopolitical disruptions”. A group of 30 countries from Europe, Africa and the Americas joined an international initiative in support of OceanEye, including large coastal nations like Brazil, Namibia and Mexico.
Von der Leyen said OceanEye “can make us the leading ocean data provider in a matter of years”, including by launching new satellites and installing new observatories in the deep ocean. “From outer space to the deepest ocean, our funding helps us keep watch beneath the waves,” she added.
Carney said the initiative would help protect Canada’s Arctic region with real-time monitoring operating year-round. “We can’t protect what we can’t see,” he said, also highlighting that Canada had expanded conservation of its ocean territory from 1% a decade ago to 15% now.
In New York, a group of 19 countries said they are either developing or implementing plans to sustainably manage all of their ocean territory, with 12 new nations joining the initiative. In a joint communiqué, they called on more countries to sign up ahead of COP31.
Warnings of El Niño-fuelled extreme heat
Scientists and world leaders have raised the alarm over this year’s record-breaking marine temperatures, which have persisted above historical peaks for more than 100 days as the naturally occurring El Niño phenomenon intensifies in the Pacific.
Extreme ocean heat could become a threat to coastal ecosystems and communities, experts fear. Water temperatures 1.5C above normal levels have also rapidly fuelled a strong hurricane in the Pacific in recent days.
Despite scientific calls for additional ocean conservation efforts, a report launched this week in New York warned that efforts to protect ocean ecosystems are lagging behind, with only 10% of the global ocean covered by conservation areas and just 3.5% designated as “effectively protected”.
The post Threatened by rising seas, small islands secure right to keep their statehood appeared first on Climate Home News.
Threatened by rising seas, small islands secure right to keep their statehood
-
Greenhouse Gases2 years ago嘉宾来稿:满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
-
Climate Change1 year ago
Guest post: Why China is still building new coal – and when it might stop
-
Greenhouse Gases1 year ago
Guest post: Why China is still building new coal – and when it might stop
-
Climate Change2 years ago嘉宾来稿:满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
-
Renewable Energy11 months agoSending Progressive Philanthropist George Soros to Prison?
-
Climate Change2 years ago
Bill Discounting Climate Change in Florida’s Energy Policy Awaits DeSantis’ Approval
-
Greenhouse Gases1 year ago
嘉宾来稿:探究火山喷发如何影响气候预测
-
Climate Change2 years agoAnalysis: China’s CO2 falls 1% in Q2 2024 in first quarterly drop since Covid-19





