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China Is Building a Clean-Energy Transition at Home and Exporting It Abroad

China’s Clean Tech Export Surge Is Reshaping Global Industrial Supply Chains

China’s Clean Tech Export Surge Is Reshaping Global Industrial Supply Chains

China installed 434 GW of new wind and solar capacity in 2025, while clean-tech exports hit a record USD 222 billion and are on track to surpass that level in 2026.

China’s clean-energy story is increasingly about scale at home and reach abroad. In 2025, China added a record 434 GW of new wind and solar capacity, up from just 123 GW in 2022. Its build-out is now globally significant: China accounted for around 62% of new solar and 75% of new wind capacity worldwide last year. Renewables in China reached 2,460 GW by June 2026, equivalent to 60.7% of the country’s total generating capacity.

Domestic additions have slowed sharply in 2026, particularly for solar. A shift from guaranteed tariffs to market-based pricing in June 2025 prompted developers to bring projects online before the change, inflating last year’s additions and creating a high comparison base. Through July 2026, solar additions were down 62% YoY and wind 12%.

But China’s clean-tech manufacturing machine is increasingly looking outward. Exports of batteries, EVs, solar PV, grid equipment, wind equipment and heating & cooling systems reached a record USD 222.5 billion in 2025. By July 2026, exports had already reached USD 170.4 billion, 77% of the entire 2025 total. China is not only building its own energy transition at extraordinary scale; its industrial base is increasingly supplying the transition elsewhere.

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