三峡集团是三峡工程的建设者和运营者，三峡工程是世界上最大的水利发电项目，但是运营三峡并不是它的最终目标。三峡集团积极开拓海外市场，逐步成长为世界领先的能源集团。

▲三峡集团在巴基斯坦信德省开发和建设的第二和第三风电项目

三峡集团不断优化海外清洁能源投资组合，重点加强发达国家市场风电和太阳能项目参与力度。随着新能源技术投资逐渐超过传统能源投资，全球新能源行业蓬勃发展。三峡集团下属三峡欧洲公司自2011年成立以来，在葡萄牙、西班牙、德国、希腊和英国等国家以新能源为主开展了业务拓展工作，截至目前总装机容量接近700万千瓦。

“三峡欧洲公司在欧洲市场的清洁能源一直在稳步增长，2021年清洁能源发电量达到30亿千瓦时，增长了133.7%，”中国三峡国际股份有限公司，三峡集团从事国际清洁能源投资的子公司董事长吴胜亮如是说到。此外，他提到，截至2021年底，三峡国际业务已涉及全球约20个国家和地区，总投资额超过130亿美元，海外装机容量逾1600万千瓦。除了风能和太阳能，三峡国际将继续探索新的清洁能源，包括氢能和储能，持续为欧洲碳达峰和碳中和目标努力。

近期，三峡国际另外一个境外公司三峡巴西公司投资了电动汽车研发创新项目，计划在圣保罗州和南马托格罗索州之间1300公里的路线上安装18个充电站，将有力推动巴西电动汽车市场。2022年2月，位于德国北海湾的德国梅尔海上风电项目单月发电量达1.6亿千瓦时，创投产以来单月历史新高。自并购以来，该海上风电场累计已经生产清洁电能69.7亿千瓦时，年发电量可满足约36万户家庭的年用电需求。

三峡集团致力于成为世界一流清洁能源集团，在推动清洁能源产业升级中发挥主导作用，现已成为全球最大的水电开发运营企业和中国最大的清洁能源集团。截至2021年年底，三峡集团可再生能源总装机容量已达1.04亿千瓦，年可再生能源发电总量达3400亿千瓦时。

新冠肺炎疫情的爆发，给三峡集团海外业务发展带来了巨大挑战，但同时也带来了更多机遇。“随着欧洲能源短缺，欧洲各国政府越来越重视清洁能源的投资和可持续发展，这给我们带来了巨大的机遇”，吴胜亮表示，“与此同时，全球各国政府也需要吸引更多投资来推动经济增长，而新能源领域的投资是经济增长的最重要驱动力之一”。

彭博新能源财经（BloombergNEF）分析师汪子越表示，中国的太阳能和风能产能一直在大幅增长，这为中国能源企业开发海外项目提供了专业知识储备，“中国可再生能源供应链具有成本优势，增加了中国开发商在海外市场开发项目的竞争力”。他还补充到，欧洲可再生能源市场成熟，能源路径明确，预计将吸引越来越多的来自全球的开发商和投资者兴趣，“在碳中和承诺下中国可再生能源需求的激增可能会降低中国开发商对海外市场的依赖，但是在成熟的市场上投资和运营，能够给中国电力市场未来进一步改革带来宝贵的电力市场经验”。

亚洲清洁技术能源投资公司（Asia Clean Tech energy Investments）能源分析师兼管理合伙人Joseph Jacobelli表示，中国的能源企业在过去几年积累了大量建设和运营经验，有实力全球清洁能源市场上占据更大的份额。他说，“过去几年，中国大力投入太阳能和风能，为已经处于行业领先地位的开发商积累了无与伦比的专业技能”，他说，“不过，从时机上看，因为中国市场现在正在快速、大规模增长所以，这些能源企业在未来三四年应该还是会主要关注中国市场。”

吴胜亮表示，在与葡萄牙电力公司（EDP）成功合作的基础上，三峡国际将继续探索合作开发第三方市场。自2011年三峡集团与葡萄牙电力公司建立战略伙伴关系以来，双方在第三方市场合作取得了重大进展，包括英国95万千瓦的Moray海上风电项目。2021年12月，双方签署了新一轮战略合作框架协议。除了欧洲，巴西也是三峡集团发展战略的优先市场之一。自2013年以来三峡集团持续开展巴西市场清洁能源项目投资。2016年，收购了包括10座水电站、资产总额达12亿美元的杜克能源公司（Duke Energy Corp.）巴西资产。

CTG grabs larger share of world's clean energy market

Group expands at a time when renewables are in demand due to neutrality pledge

Back in 2008, the Three Gorges Dam was completed and became the world's biggest hydroelectric power project. This, however, is not the ultimate goal of its builder and operator, China Three Gorges Corp, which has since then expanded abroad, with the ambition to become one of the world's leading energy groups.

China Three Gorges Corp has been stepping up its clean energy portfolio abroad, engaging in more wind and solar projects, especially those in developed countries. It is expanding at a boom time for renewables globally as new investments into these technologies now outweigh those going into traditional sources.

The European subsidiary of the company, for example, currently has a total installed capacity of almost 7 gigawatts since it was launched in 2011, all of which are new energy assets that are scattered mainly in Portugal, Spain, Germany, Greece, and the United Kingdom.

CTG Europe's clean energy in the European market, mostly wind and solar, has been advancing steadily with clean energy power generation rising to 3 terawatt-hours last year, up 133.7 percent, said Wu Shengliang, board chairman of China Three Gorges International Ltd (CTGI), a subsidiary of CTG for international clean energy investment.

As of the end of 2021, while focusing on key markets in Brazil, Pakistan and Europe, CTGI's investment projects have extended to 20 countries, with a total investment of over $13 billion. The overseas installed capacity has exceeded 16.3 GW, Wu said.

The company will further explore new areas of clean energy, including hydrogen and energy storage, in addition to wind and solar power, in the year to come to continuously contribute to carbon peak and carbon neutrality goals in Europe, he said.

CTG Brazil, for example, has recently invested in a local electric mobility project, a network of 18 charging stations on a 1,300-kilometer route between the states of Sao Paulo and Mato Grosso do Sul, which is expected to make important contributions to the electromobility segment in Brazil.

The comment came after the company's offshore wind farm in Germany, the 80-turbine Meerwind plant off the German coast in the North Sea, hit a record high in a single month of power output of 160 gigawatt-hours in February. Since it was acquired by CTG in 2016, the offshore wind farm has generated more than 6.97 TWh and is capable of generating enough electricity to meet the annual power needs of about 360,000 households, said CTGI.

Committed to building a world-class clean energy group and playing a leading role in promoting the industrial upgrading of clean energy, CTG has become the largest clean energy group in China and the largest hydropower enterprise in the world.

As of the end of last year, total installed capacity of the renewable energy sector has reached 104 GW, and the total annual renewable energy power generation reached 340 TWh.

The outbreak of COVID-19 has brought the company both challenges and opportunities for its overseas business.

"With the energy shortage in Europe, European governments are attaching more attention to the investment in and the continuous development of clean energy, which has brought us numerous chances," Wu said.

"Meanwhile, governments from across the globe also need to attract more investment to boost economic growth, and investment in the new energy sector is one of the most important drivers of economic growth," he said.

Wang Ziyue, an analyst at the research firm BloombergNEF, said China has been witnessing a massive increase in solar and wind capacity, which has provided domestic energy players with expertise for developing overseas projects.

"The cost-competitiveness of China's renewable energy supply chain can provide additional value to Chinese developers when developing overseas projects," Wang said.

Mature European renewable energy markets that offer clear routes to market for projects are expected to attract more and more interest from global developers and investors, he added.

"While a surge in domestic renewable energy demand driven by the carbon neutrality pledge could reduce Chinese developers' reliance on overseas markets, investing and operating wind and solar assets in mature markets can bring valuable power market experience and know-how to them as China's power market is set to further liberalize in the future," he said.

Joseph Jacobelli, an energy analyst and managing partner of Asia Clean Tech Energy Investments, said China's energy producers can grab a larger share of the global clean energy market, mainly thanks to the huge amount of construction and operational experience accumulated in the past few years.

"The massive amount of solar and wind capacity China commissioned in the past few years has given the nation's leading developers an unparalleled level of expertise," he said.

"Timing-wise though, it may not be in the next three or four years as they are highly occupied and preoccupied with the domestic market which is growing rapidly and massively."

According to Wu, CTGI will continue seeking cooperation with global energy players to jointly develop a third-party market, based on its successful cooperation with EDP, a large Portuguese energy group.

The two sides have made significant progress in third-party markets since a strategic partnership was established in 2011, including the 950-megawatt Moray offshore wind project in the UK.

They have agreed to update the terms of the strategic partnership in December, considering the increasingly global positioning of both companies, eyeing more exploration of third-party markets around the world.

In addition to the European company, the Brazilian market is also a priority in the corporation's international growth strategy. It has been investing in clean energy in Brazil since 2013. In 2016, it acquired the Brazilian assets of Duke Energy Corp, which included about 10 hydroelectric plants whose enterprise value reached $1.2 billion.