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中国海外可再生能源项目数据库2026年第二季度报告

发布时间:2026-07-22

在中国推动高质量共建“一带一路”和绿色能源国际合作的背景下,中国企业海外可再生能源项目在2026年第二季度继续保持活跃发展。中国海外可再生能源项目数据库(D-CORE,d-core.iigf.com.cn)的季度更新显示,2026年第二季度,中国海外可再生能源项目录得101个、总签约装机容量35.1GW;与2025年同期的116个项目、32.1GW相比,项目数同比下降12.9%,签约装机容量同比增长9.3%(其中容量增长主要由埃塞俄比亚一项8.4GW大型可再生能源集群签约驱动)。同期,储能项目数量首次超越光伏,以27个项目成为项目数最多的技术类别,标志着模块化储能系统在中国海外可再生能源版图中的地位持续上升;最不发达国家(LDC)项目由2025年同期的15个增至23个,同比增长53.3%,反映出中国企业在低收入市场清洁能源合作的持续深化。

本报告基于中央财经大学绿色金融国际研究院(IIGF)与英国发展研究院(IDS)合作建设的中国海外可再生能源项目数据库,对2026年第二季度中国海外可再生能源项目活动进行季度追踪。截至2026年6月,D-CORE数据库共收录2022年1月以来的1,512个已核实的中国海外可再生能源项目,累计签约装机容量约487GW。本报告重点分析2026年第二季度新增项目在技术类型、区域分布、发展阶段、融资模式及主要参与企业等方面的特征,并选取老挝北部互联互通清洁能源基地(一期)1,000MW光伏项目与阿尔及利亚比斯卡拉220MW光伏项目两个代表性案例进行深度剖析。

Amid China’s continued emphasis on high-quality Belt and Road cooperation and international collaboration in green energy, Chinese overseas renewable energy projects remained active in the second quarter of 2026. According to the quarterly update of the Database of Chinese Overseas Renewable Energy Projects (D-CORE, d-core.iigf.com.cn), 101 projects and 35.1 GW of contracted capacity were recorded in Q2 2026, compared with 116 projects and 32.1 GW in Q2 2025 — a 12.9% year-on-year decline in project count alongside a 9.3% increase in contracted capacity, with the capacity growth largely attributable to a single 8.4 GW renewable energy cluster signed in Ethiopia. During the same quarter, energy storage overtook solar PV for the first time to become the most frequently recorded technology category, with 27 projects, signaling the continued rise of modular storage systems in the Chinese overseas renewable energy portfolio. Engagement in Least Developed Countries (LDCs) expanded from 15 projects in Q2 2025 to 23 in Q2 2026, an increase of 53.3%, reflecting the deepening involvement of Chinese firms in clean-energy cooperation with low-income markets.

This report draws on the Database of Chinese Overseas Renewable Energy Projects, jointly developed by the International Institute of Green Finance (IIGF) at Central University of Finance and Economics and the Institute of Development Studies (IDS), and provides a quarterly tracking of Chinese overseas renewable energy project activity for the second quarter of 2026. As of June 2026, D-CORE records 1,512 verified Chinese overseas renewable energy projects since January 2022, representing approximately 487 GW of contracted capacity. The report examines the characteristics of Q2 2026 project activity across technology types, geographic distribution, development stages, financing models, and leading Chinese firms, and provides in-depth case studies of two representative projects: the 1,000 MW Northern Interconnection Clean Energy Base (Phase I) in Laos and the 220 MW Biskra Solar PV project in Algeria.

中国海外可再生能源项目数据库2026年第二季度报告  D-CORE_Q2_2026_report.pdf