电力国家崛起:中国如何重塑全球能源与产业版图.docxVIP

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电力国家崛起:中国如何重塑全球能源与产业版图.docx

Theelectro-stateera:

fromMadeinChinatoPowered,DesignedFinancedbyChina?

29October2025

AllianzResearch

AllianzResearch

2

Content

5

ExecutiveSummary

9

Chinaastheworld’sfirstelectro-stateandacriticalprovidertotheworld

13

Theperils:fromexporttrapstoJapanification

21

Thepolicypillars:AI-ledproductivityanddomesticrebalancing

29

TheRenminbi’snextphase:frompropertyshocktocapital-marketopening

3

29October2025

Executive

Summary

?Chinaastheworld’sfirstelectro-state:acriticalproviderandblueprintfortheworldonclean-tech.Chinahasest

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