Investing in Zero-Carbon China - RMI
Summary
This executive summary from RMI outlines the investment landscape for China's transition to carbon neutrality, identifying seven priority technology areas and estimating the associated market and infrastructure investment needs through 2050.
Key insights
- RMI identifies seven primary investment areas essential for China's zero-carbon transition: resource recycling, energy efficiency, demand-side electrification, zero-carbon power generation, energy storage, hydrogen, and digitalization. These sectors vary in industrial maturity and market expectations, necessitating distinct policy and market enablers to improve bankability.
- The combined market size for the seven identified zero-carbon technology areas is projected to reach nearly ¥15 trillion (US$2.32 trillion) by 2050. Furthermore, between 2020 and 2050, an estimated ¥70 trillion (US$10.8 trillion) in infrastructure investment will be leveraged, either directly or indirectly.
- China's carbon-neutrality target is expected to drive a revolution in the energy sector and attract long-term value investors toward zero-carbon assets, projects, and technologies. Because the transition is in an early stage, RMI recommends that the government implement policies across the seven investment areas to improve the investment environment, while investors should expand their capabilities to capture value returns.
Cite the original document
- APA
- RMI (2021). Investing in Zero-Carbon China - RMI. https://rmi.org/resources/zero-carbon-investing/
- Chicago
- RMI. Investing in Zero-Carbon China - RMI. 2021. https://rmi.org/resources/zero-carbon-investing/.
- Wikipedia
- {{cite report |author=RMI |title=Investing in Zero-Carbon China - RMI |date=30 March 2021 |url=https://rmi.org/resources/zero-carbon-investing/ |access-date=17 August 2026 |via=Climate Insights Directory}}
- BibTeX
- @techreport{rmi2021investing, author = {{RMI}}, title = {{Investing in Zero-Carbon China - RMI}}, institution = {RMI}, year = {2021}, month = mar, url = {https://rmi.org/resources/zero-carbon-investing/}, urldate = {2026-08-17}, note = {Indexed by Climate Insights Directory} }
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