The China Overseas Finance Inventory (COFI) is a comprehensive database of China's investment in power generation abroad. Built with existing public and commercial sources, its purpose is to enable Chinese policymakers, financial institutions and other stakeholders to support decision-making and identify how they can make China's Belt and Road Initiative (BRI), through which it channels overseas investment, green and sustainable.

We recently updated the part of the COFI database that tracks China's equity and debt investments in the power-generation sector in BRI countries. There were three major updates in the updatedCOFI数据库(COFI_V2.0)与2022年2月发布的COFI数据库相比(COFI_V1.0):

  • We added a new source database, IJ global infrastructure finance data.
  • We updated investment data to include those made in 2021.
  • We added investments made in new BRI countries that have signed BRI memorandums of understanding with China since April 2022.

该更新将中国对Belt和Road国家发电部门的投资的覆盖范围从149.5吉瓦人到179.3吉瓦(GW),增长了20%。最大的增长是18.8 GW,来自一个新的源数据库IJ Global,其次是2021年的新项目8.2 gw。来自四个新添加的BRI国家 /地区有2.7吉瓦的项目。下图给出了我们更新的每个元素添加的容量的摘要。

图形描述更新的每个元素添加的容量的图形
注意: *IJ Global添加于2021年之前:比较IJ Global和COFI_V1.0时,我们仅考虑在2000 - 2020年之间进行的投资,以保持时间表的一致性和易于比较。IJ Global在2021年添加的新项目包含在“ 2021新项目”类别中。

The addition of IJ Global improved the coverage of COFI by adding new power plant projects and by supplementing information for existing projects.大多数按容量划分的扩展覆盖范围来自IJ Global 18.8 GW。在比较COFI_V1.0和IJ Global在2000 - 2020年同期的添加时,IJ Global添加了54家新的发电厂。在将IJ Global添加到COFI_V1.0之后,大多数燃料类型的安装容量都会增加。IJ Global还为COFI_V1.0中的某些现有项目补充了特定的投资和项目信息,包括股票投资金额和已安装能力。

我们从维护年度更新的来源数据库中使用2021个投资数据更新了COFI_V2.0。它表明可再生能源趋势非常强烈。Only commercial databases had new power plant investments that reached financial closure in 2021. There were 13 new power plants in 2021 from IJ Global, and four of them also included in Refinitiv Loan Database. Figure 3 updates the renewable investment trend with 2021 data. Compared to COFI_v1.0, COFI_v2.0 presents an overall increase in the capacity of renewable projects, with a significant increase since 2019. (A dip in the 2009 data is caused by the exclusion of a hydro project that was later canceled; there were also slight capacity decreases in 2012 and 2018 because of the updated capacity from the latest world electric power plant database as part of the COFI_v2.0 update.)

https://public.flourish.studio/visualisation/10510184/

我们添加了来自新的Bri国家的投资,这些投资自2022年4月以来与中国签署了谅解备忘录(MOU)。COFI_V2.0添加了来自四个新BRI国家的12个新电厂:阿根廷,中非共和国,厄立特里亚和马拉维。图4显示了CCOFI_V2.0中BRI国家中的中国十大债务投资目的地。前五名最受投资的国家与COFI_V1.0保持不变,但投资总数较大。与COFI_V1.0相比,阿根廷和孟加拉国在前10名中取代了埃塞俄比亚和赞比亚。这是因为COFI_V2.0中包含的其他项目和阿根廷是一个新增的国家。

https://public.flourish.studio/visualisation/10510208/

该项目是波士顿大学的全球发展政策中心,美洲跨对话,约翰·霍普金斯大学和世界资源研究所(WRI)的全球发展政策中心之间的合作。必威官网手机版

有关更新过程和方法的更多详细信息,请参考我们更改日志。随时下载cofi_v2.0自己探索数据库并跟踪中国投资者取得的任何新进展。