A Study on the Distribution Dynamics, Regional Disparities, and Convergence of China’s Energy Transition
Abstract
:1. Introduction
2. Literature Review
2.1. The Connotation of Energy Transition
2.2. Research on Energy Transition
3. Measurement Results of China’s Energy Transition
3.1. Indicator System
3.2. Overall Trends
3.3. Spatiotemporal Characteristics
4. Dynamics of China’s Energy Transition
4.1. Kernel Density Estimation
4.2. Markov Chain Analysis
4.3. Spatial Markov Chain Analysis
5. Analysis of Differences and Convergence in China’s Energy Transition
5.1. Regional Differences
5.2. Convergence Analysis
6. Conclusions
Author Contributions
Funding
Data Availability Statement
Conflicts of Interest
References
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Year | Policy Name | Issuing Department | Policy Content |
---|---|---|---|
2021 | An assessment of the potential for improvement of institutional mechanisms, policies, and measures for implementing the transition to a low-carbon and green energy supply | National Development and Reform Commission, National Energy Administration | (1) Top-level design and institutional advantages. (2) Ensuring energy security. (3) Innovation-driven and intensive efficiency. (4) Rural renewable energy development. (5) Territorial space management mechanism. (6) Improvement of the power grid system. (7) Flexible power supply construction and operation mechanism. |
Notice of guidance on energy work in 2021 | National Energy Administration | The main expected targets for 2021 include reducing the share of coal consumption to less than 56%, adding about 200 billion KWH of new electricity to replace electricity, and striving to reach about 28% of final energy consumption | |
2022 | New energy development and implementation plan in a new era of high quality | National Development and Reform Commission, National Energy Administration | (1) Construction of large-scale wind power and photovoltaic power generation base. (2) Integration of new energy and rural revitalization. (3) Application of new energy in the field of industry and construction. |
2023 | Several opinions on accelerating the development of digital and intelligent energy | National Energy Administration | (1) Digital intelligent development. (2) Energy network potential. (3) Data resource circulation. (4) Standard system construction. (5) Personnel training. (6) Organizational guarantees. (7) Financial support. |
2024 | National Energy Work Conference | National Energy Administration | (1) Energy security. (2) Green low-carbon transformation. (3) Scientific and technological innovation. (4) Reform support. (5) Improvement of the regulatory system. (6) Safe production. (7) International cooperation. (8) Energy for people’s livelihood. (9) Party building. (10) Construction of a new energy system. |
Year | Index | Data | Data Source |
---|---|---|---|
2021 | Raw coal yield | Raw coal output reached 4.07 billion tons, an increase of 4.7% compared to the previous year. Imports were 320 million tons, up 6.6%. | National Development and Reform Commission https://www.ndrc.gov.cn/fgsj/tjsj/jjsjgl1/202201/t20220129_1314011_ext.html (accessed on 1 June 2024) |
Crude oil production | Crude oil output was 19.98 million tons, up 2.4% from the previous year. Imports were 512.98 million tons, down 5.4%. | National Development and Reform Commission https://www.ndrc.gov.cn/fgsj/tjsj/jjsjgl1/202201/t20220129_1314011_ext.html (accessed on 1 June 2024) | |
Natural gas production | Natural gas output was 205.3 billion cubic meters, up 8.2% compared with the previous year. Imports were 121.36 million tons, up 19.9%. | National Development and Reform Commission https://www.ndrc.gov.cn/fgsj/tjsj/jjsjgl1/202201/t20220129_1314011_ext.html (accessed on 1 June 2024) | |
Generating capacity | In comparison to the previous year, power generation increased by 8.1 percent to 8112.2 billion kWH. | National Development and Reform Commission https://www.ndrc.gov.cn/fgsj/tjsj/jjsjgl1/202201/t20220129_1314011_ext.html (accessed on 1 June 2024) | |
Energy production structure | Non-fossil energy contributed 47.0% to the nation’s installed power generation capacity, exceeding coal power for the first time. | Economic and Social Development achievements Series report XIV https://www.gov.cn/xinwen/2022-10/08/content_5716734.htm (accessed on 1 June 2024) | |
Energy consumption | According to the latest figures, China consumed 5.24 billion tons of standard coal in 2012, with coal consumed at 56.0 percent and clean energy at 68.5 percent. | Economic and Social Development achievements Series report XIV https://www.gov.cn/xinwen/2022-10/08/content_5716734.htm (accessed on 1 June 2024) | |
Energy transition investment | Global energy transition investment in 2021 was about 4.7 trillion yuan, and China accounted for 35% of the global total investment. | World Energy Investment 2021 https://www.visualcapitalist.com/ranked-the-top-10-countries-by-energy-transition-investment/ (accessed on 1 June 2024) | |
2022 | Total energy consumption | A 2.9 percent increase over 2021 resulted in China’s total energy consumption reaching 5.41 billion tons of coal in 2022. | China Energy Big Data Report https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) |
Coal consumption | Coal consumption increased by 4.3 percent, accounting for 56.2 percent of total energy consumption, up 0.3 percentage points from the previous year. | China Energy Big Data Report https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) | |
Crude oil and natural gas consumption | There was a decline of 3.1% in crude oil consumption and a decline of 1.2% in natural gas consumption. | China Energy Big Data Report https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) | |
Electricity consumption | Electricity consumption increased by 3.6%. | China Energy Big Data Report https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) | |
Installed generating capacity | China was expected to reach 256.05 million kilowatts of installed power generation capacity by 2022. This is an increase of 7.8% on the previous year. Thermal power added 2.7% of total capacity, hydropower 5.8%, nuclear power 4.3%, wind power 11.2%, and solar power 28.1%. | National Development and Reform Commission https://www.ndrc.gov.cn/fgsj/tjsj/jjsjgl1/202201/t20220129_1314011_ext.html (accessed on 1 June 2024) | |
Clean energy generation | A total of 2959.9 billion KWH of clean energy generation capacity has been generated by hydropower, nuclear power, wind power, solar power, and other sources. | China Energy Big Data Report (2023) https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) | |
Energy production | A total of 4.66 billion tons of standard coal were produced during the first quarter of 2010, an increase of 9.2% over the previous year. Raw coal output was 4.56 billion tons, an increase of 10.5%. Crude oil production was 204.722 million tons, a rise of 2.9% from the previous year. Natural gas production was 220.11 billion cubic meters, an increase of 6.0% from the previous year. Electricity generation was 8848.71 billion kilowatt hours, an increase of 3.7% from the previous year. | China Energy Big Data Report (2023) https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) | |
Energy import | In 2022, China’s imports of energy products declined to varying degrees. Crude oil imports fell 0.9%, natural gas imports fell 9.9%, and coal imports fell 9.2%. | China Energy Big Data Report (2023) https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) | |
Energy investment | In 2022, the national power project construction investment reached 1222 billion yuan, an increase of 13.3%, the highest level in the past decade. Among them, the investment in power supply was 720.8 billion yuan, and the investment in power grid was 501.2 billion yuan. | China Energy Big Data Report (2023) https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) | |
2023 | Installed capacity of renewable energy | According to the International Energy Agency (IEA), the global renewable energy installed capacity in 2023 reached 510 gigawatts, with China contributing more than half. | Central people’s government https://www.gov.cn/yaowen/liebiao/202402/content_6931661.htm (accessed on 1 June 2024) |
Energy production and consumption | In 2023, China’s raw coal, crude oil, natural gas, and electric power production all achieved varying degrees of growth. The total production of primary energy reached 4.66 billion tons of standard coal, up 9.2% year from the previous year. | Central people’s government https://www.gov.cn/yaowen/liebiao/202402/content_6931661.htm (accessed on 1 June 2024) | |
Installed generating capacity | In 2023, China had more than 1.45 billion kilowatts. Of these, 940 million kilowatts were derived from wind power photovoltaics, and 1.4 billion kilowatts from renewable energy sources. | Central people’s government https://www.gov.cn/yaowen/liebiao/202402/content_6931661.htm (accessed on 1 June 2024) | |
Clean energy generation | Clean energy generation capacity was projected to reach 2959.9 billion kilowatt-hours (KWH) in 2023, an increase of 8.5% over 2022, according to the International Energy Agency. | Central people’s government https://www.gov.cn/yaowen/liebiao/202402/content_6931661.htm (accessed on 1 June 2024) | |
Energy investment | In 2023, the completed investment in new energy increased by more than 34% year over year, new energy storage developed rapidly, and the new installed capacity was about 22.6 million kW/48.7 million KWH. | China Energy Big Data Report https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) | |
Electricity market transaction | The national electricity market traded 5.7 trillion KWH of electricity, up 7.9 percent year over year. | China Energy Big Data Report https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) | |
Energy transition investment | Bloomberg New Energy Finance data indicate that China is the largest contributor to global energy transition investment. It had a total investment scale of more than USD 1.1 trillion in 2022, of which USD 546 billion was invested by China. | China Energy Big Data Report https://cpnn.com.cn/news/baogao2023/202306/t20230620_1611029.html (accessed on 1 June 2024) |
Indicator | Year | ||
---|---|---|---|
2019 | 2020 | 2021 | |
Total Energy Consumption (Measured in Thermal Equivalent) (10,000 tons of standard coal) | 447,597 | 455,737 | 479,161 |
Proportion of Coal in Total Energy Consumption (Calculated by Thermal Equivalent) (%) | 62.8 | 62.2 | 61.3 |
Proportion of Petroleum in Total Energy Consumption (Calculated by Thermal Equivalent) (%) | 20.7 | 20.6 | 20.5 |
Proportion of Natural Gas in Total Energy Consumption (Calculated by Thermal Equivalent) (%) | 8.7 | 9.2 | 9.7 |
Proportion of Primary Electricity and Other Energy Sources in Total Energy Consumption (Calculated by Thermal Equivalent) (%) | 7.8 | 8.0 | 8.5 |
Proportion of Hydropower in Total Energy Consumption (Calculated by Thermal Equivalent) (%) | 3.6 | 3.7 | 3.4 |
Proportion of Nuclear Power in Total Energy Consumption (Calculated by Thermal Equivalent) (%) | 1.0 | 1.0 | 1 |
Total Energy Consumption (Calculated by Coal Consumption for Power Generation) (10,000 tons of standard coal) | 487,488 | 498,314 | 525,896 |
Proportion of Coal in Total Energy Consumption (Calculated by Coal Consumption for Power Generation) (%) | 57.7 | 56.9 | 55.9 |
Proportion of Petroleum in Total Energy Consumption (Calculated by Coal Consumption for Power Generation) (%) | 19.0 | 18.8 | 18.6 |
Proportion of Natural Gas in Total Energy Consumption (Calculated by Coal Consumption for Power Generation) (%) | 8.0 | 8.4 | 8.8 |
Proportion of Primary Electricity and Other Energy Sources in Total Energy Consumption (Calculated by Coal Consumption for Power Generation) (%) | 15.3 | 15.9 | 16.7 |
Proportion of Hydropower in Total Energy Consumption (Calculated by Coal Consumption for Power Generation) (%) | 8.0 | 8.1 | 7.5 |
Proportion of Nuclear Power in Total Energy Consumption (Calculated by Coal Consumption for Power Generation) (%) | 2.1 | 2.2 | 2.3 |
Primary Energy Production (Calculated by Thermal Equivalent) (10,000 tons of standard coal) | 357,130 | 364,419 | 380,135 |
Proportion of Raw Coal in Total Energy Production (Calculated by Thermal Equivalent) (%) | 76.2 | 75.4 | 74.9 |
Proportion of Crude Oil in Total Energy Production (Calculated by Thermal Equivalent) (%) | 7.6 | 7.6 | 7.5 |
Proportion of Natural Gas in Total Energy Production (Calculated by Thermal Equivalent) (%) | 6.3 | 6.8 | 6.8 |
Proportion of Primary Electricity and Other Energy Sources in Total Energy Production (Calculated by Thermal Equivalent) (%) | 9.9 | 10.2 | 10.8 |
Proportion of Hydropower in Total Energy Production (Calculated by Thermal Equivalent) (%) | 4.5 | 4.6 | 4.3 |
Proportion of Nuclear Power in Total Energy Production (Calculated by Thermal Equivalent) (%) | 1.2 | 1.2 | 1.3 |
Primary Energy Production (Calculated by Coal Consumption for Power Generation) (10,000 tons of standard coal) | 397,317 | 407,295 | 427,115 |
Proportion of Raw Coal in Total Energy Production (Calculated by Coal Consumption for Power Generation) (%) | 68.5 | 67.5 | 66.7 |
Proportion of Crude Oil in Total Energy Production (Calculated by Coal Consumption for Power Generation) (%) | 6.9 | 6.8 | 6.7 |
Proportion of Natural Gas in Total Energy Production (Calculated by Coal Consumption for Power Generation) (%) | 5.6 | 6.0 | 6 |
Proportion of Primary Electricity and Other Energy Sources in Total Energy Production (Calculated by Coal Consumption for Power Generation) (%) | 19.0 | 19.7 | 20.6 |
Proportion of Hydropower in Total Energy Production (Calculated by Coal Consumption for Power Generation) (%) | 9.8 | 9.9 | 9.3 |
Proportion of Nuclear Power in Total Energy Production (Calculated by Coal Consumption for Power Generation) (%) | 2.6 | 2.7 | 2.8 |
Sulfur Dioxide Emission from Exhaust Gas (10,000 tons) | 457.29 | 318.22 | 274.78 |
Nitrogen Oxide Emission from Exhaust Gas (10,000 tons) | 1233.85 | 1019.66 | 988.38 |
Smoke (Dust) Emission from Exhaust Gas (10,000 tons) | 1088.48 | 611.40 | 611.4 |
Chemical Oxygen Demand of Major Pollutants in Wastewater (10,000 tons) | 567.1 | 2564.8 | 2531 |
Ammonia Nitrogen Emission in Wastewater (10,000 tons) | 46.3 | 98.4 | 86.8 |
Total Nitrogen Emission in Wastewater (10,000 tons) | 117.6 | 322.3 | 316.7 |
Total Phosphorus Emission in Wastewater (10,000 tons) | 5.9 | 33.7 | 33.8 |
Oil Emission in Wastewater (tons) | 6293.0 | 3734.0 | 2217.5 |
Volatile Phenol Emission in Wastewater (tons) | 147.1 | 59.8 | 51.8 |
Growth Rate of Gross Domestic Product (%) | 6.0 | 2.2 | 8.4 |
Growth Rate of Energy Production (%) | 4.9 | 2.5 | 4.9 |
Growth Rate of Electricity Production (%) | 4.7 | 3.7 | 9.7 |
Growth Rate of Energy Consumption (%) | 3.3 | 2.2 | 5.5 |
Growth Rate of Electricity Consumption (%) | 4.7 | 3.7 | 9.8 |
Energy Production Elasticity Coefficient | 0.82 | 1.14 | 0.58 |
Electricity Production Elasticity Coefficient | 0.78 | 1.68 | 1.15 |
Energy Consumption Elasticity Coefficient | 0.55 | 1.00 | 0.65 |
Electricity Consumption Elasticity Coefficient | 0.78 | 1.68 | 1.17 |
Level of Indicator | Sub-Indicator | Sub-Sub-Indicator | Measurement Method | Symbol | Indicator Weight |
---|---|---|---|---|---|
Internal Indicators of Energy Transition | Energy System Structure | Energy Structure | Percentage of coal consumption in total energy consumption (%) | − | 0.0837 |
Energy Intensity | Energy consumption to GDP ratio (tons of standard coal/10,000 RMB) | − | 0.0009 | ||
Energy Consumption | Energy production/consumption ratio | − | 0.0061 | ||
Environmental Sustainability | Carbon Emission Intensity | Carbon emissions/GDP (tons/10,000 RMB) | − | 0.0025 | |
Air Pollution (PM2.5) | PM2.5 concentration data (µg/m3) | − | 0.0095 | ||
External Indicators of Energy Transition | Economic Development Level | Economic Growth | Logarithm of per capita GDP | + | 0.0035 |
Economic Structure | The share of tertiary sector output in GDP | + | 0.0162 | ||
Capital Investment | Capital Stock | Natural logarithm of fixed asset investment | + | 0.1517 | |
Fiscal Capacity | Ratio of fiscal revenue to expenditure | + | 0.2894 | ||
Technological Capacity | Innovative Capacity | Patents per 10,000 people | + | 0.0128 | |
Human Capital | Proportion of the population with tertiary education | + | 0.3902 | ||
R&D Capability | R&D expenditure as a percentage of GDP | + | 0.0333 |
I | II | III | IV | |
---|---|---|---|---|
I | 0.8053 | 0.1887 | 0.0030 | 0.0030 |
II | 0.0884 | 0.6943 | 0.2118 | 0.0056 |
III | 0.0057 | 0.1455 | 0.7190 | 0.1298 |
IV | 0 | 0.0070 | 0.0813 | 0.9116 |
2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Moran’s I | 0.129 *** | 0.121 *** | 0.128 *** | 0.120 *** | 0.122 *** | 0.122 *** | 0.128 *** | 0.118 *** | 0.118 *** | 0.121 *** |
Z value | 4.233 | 3.990 | 4.193 | 3.938 | 4.062 | 4.042 | 4.209 | 3.885 | 3.874 | 3.943 |
Lag Types | t/t + 1 | I | II | III | IV |
---|---|---|---|---|---|
I | I | 0.8319 | 0.1681 | 0 | 0 |
II | 0.1600 | 0.6000 | 0.2200 | 0.0200 | |
III | 0.0323 | 0.1613 | 0.7419 | 0.0645 | |
IV | 0 | 0 | 0 | 1 | |
II | I | 0.7849 | 0.2067 | 0.0028 | 0.0056 |
II | 0.0674 | 0.7273 | 0.2023 | 0.0029 | |
III | 0.0058 | 0.1272 | 0.7803 | 0.0867 | |
IV | 0 | 0.0161 | 0.0645 | 0.9194 | |
III | I | 0.8224 | 0.1711 | 0.0066 | 0 |
II | 0.0996 | 0.6790 | 0.2177 | 0.0037 | |
III | 0.0051 | 0.1611 | 0.6957 | 0.1381 | |
IV | 0 | 0.0129 | 0.1466 | 0.8405 | |
IV | I | 0.8400 | 0.1600 | 0 | 0 |
II | 0.0980 | 0.6471 | 0.2353 | 0.0196 | |
III | 0 | 0.1132 | 0.6981 | 0.1887 | |
IV | 0 | 0.0024 | 0.0481 | 0.9495 |
Dagum Gini Coefficient | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Overall Gini Coefficient | 0.250 | 0.261 | 0.262 | 0.281 | 0.278 | 0.291 | 0.299 | 0.322 | 0.350 | 0.323 | |
Decomposition and Contribution | Intra-group Differences | 0.080 | 0.084 | 0.085 | 0.091 | 0.090 | 0.095 | 0.097 | 0.103 | 0.111 | 0.103 |
Contribution Rate (%) | 32.001 | 32.121 | 32.264 | 32.337 | 32.471 | 32.613 | 32.473 | 31.912 | 31.658 | 31.820 | |
Inter-group Differences | 0.082 | 0.085 | 0.084 | 0.095 | 0.091 | 0.095 | 0.103 | 0.126 | 0.144 | 0.128 | |
Contribution Rate (%) | 33.029 | 32.420 | 32.210 | 33.594 | 32.908 | 32.773 | 34.526 | 39.172 | 41.044 | 39.680 | |
Overlapping Density | 0.087 | 0.093 | 0.093 | 0.096 | 0.096 | 0.101 | 0.099 | 0.093 | 0.095 | 0.092 | |
Contribution Rate (%) | 34.970 | 35.459 | 35.526 | 34.069 | 34.621 | 34.614 | 33.001 | 28.916 | 27.298 | 28.499 | |
Intra-group Differences | East | 0.263 | 0.284 | 0.288 | 0.317 | 0.315 | 0.336 | 0.342 | 0.367 | 0.389 | 0.367 |
Central | 0.183 | 0.183 | 0.187 | 0.192 | 0.191 | 0.198 | 0.205 | 0.208 | 0.225 | 0.208 | |
West | 0.259 | 0.267 | 0.262 | 0.277 | 0.271 | 0.274 | 0.273 | 0.274 | 0.295 | 0.273 | |
Inter-group Differences | East–West | 0.290 | 0.308 | 0.306 | 0.330 | 0.327 | 0.338 | 0.349 | 0.382 | 0.415 | 0.382 |
East–Central | 0.256 | 0.267 | 0.270 | 0.292 | 0.287 | 0.305 | 0.316 | 0.350 | 0.383 | 0.354 | |
West–Central | 0.227 | 0.232 | 0.230 | 0.240 | 0.237 | 0.241 | 0.244 | 0.246 | 0.265 | 0.246 |
Variable | National | Eastern | Central | Western |
---|---|---|---|---|
β | −0.1632 *** | −0.1491 *** | −0.1923 *** | −0.2275 *** |
(0.0098) | (0.0158) | (0.0173) | (0.0221) | |
α | 0.0169 *** | 0.0215 *** | 0.0156 *** | 0.0179 *** |
(0.0008) | (0.0017) | (0.0012) | (0.0015) | |
Fixed Effects | Control | Control | Control | Control |
R2 | 0.2813 | 0.2754 | 0.2520 | 0.2684 |
Convergence Speed (%) | 0.1782 | 0.1615 | 0.2136 | 0.2581 |
Variable | National | Eastern | Central | Western |
---|---|---|---|---|
β | −0.1624 *** | −0.1790 *** | −0.1923 *** | −0.2188 *** |
(0.0097) | (0.0173) | (0.0193) | (0.0213) | |
Spatial rho | 0.3890 *** | 0.6026 *** | 0.6179 *** | 0.2924 *** |
(0.0274) | (0.0328) | (0.0377) | (0.0501) | |
Fixed Effects | Control | Control | Control | Control |
N | 2520 | 900 | 963 | 657 |
R2 | 0.8391 | 0.8836 | 0.5358 | 0.6566 |
Convergence Speed (%) | 0.1772 | 0.1972 | 0.2136 | 0.2469 |
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Tian, P.; Gao, Z.; Hao, Y. A Study on the Distribution Dynamics, Regional Disparities, and Convergence of China’s Energy Transition. Energies 2024, 17, 2842. https://doi.org/10.3390/en17122842
Tian P, Gao Z, Hao Y. A Study on the Distribution Dynamics, Regional Disparities, and Convergence of China’s Energy Transition. Energies. 2024; 17(12):2842. https://doi.org/10.3390/en17122842
Chicago/Turabian StyleTian, Peifang, Zhiyuan Gao, and Yu Hao. 2024. "A Study on the Distribution Dynamics, Regional Disparities, and Convergence of China’s Energy Transition" Energies 17, no. 12: 2842. https://doi.org/10.3390/en17122842
APA StyleTian, P., Gao, Z., & Hao, Y. (2024). A Study on the Distribution Dynamics, Regional Disparities, and Convergence of China’s Energy Transition. Energies, 17(12), 2842. https://doi.org/10.3390/en17122842