The opening of COP31, Türkiye's new energy "worth seeing"!
COP31开幕,土耳其新能源"值得一看"!
2026-11-11
来源:微能网
作者:微能网

A super strong El Ni ñ o is colliding with a planet that is already overheating due to human caused climate change, "UN Secretary General Guterres said in a press release, stating that climate records have been broken one after another and the cost to humanity continues to rise.

On November 9 (local time), the two-week 31st Conference of the Parties to the United Nations Framework Convention on Climate Change (UNFCCC COP31) opened in Antalya, a coastal city in Türkiye.

This conference will focus on three main themes: emission reduction targets and implementation, climate financing, and adaptation and resilience. Specifically, COP31 has the following three directions for advancement:



"一场超强厄尔尼诺,正与一颗已因人为气候变化而过热的星球相碰撞",联合国秘书长古特雷斯在新闻公报中谈到,气候纪录接连被打破,人类付出的代价持续攀升。

11月9日(当地时间),为期两周的《联合国气候变化框架公约》第三十一次缔约方大会(UNFCCC COP31)在土耳其海滨城市安塔利亚(Antalya)开幕。



本届大会将围绕减排目标及落实、气候融资、适应与韧性三大主线推进,具体来说,COP31有以下三大推进方向:




-Emission targets and implementation - countries fulfilling their enhanced Nationally Determined Contributions (NDCs) under the Paris Agreement;

-Climate financing - achieving the new collective quantitative financing targets set at COP29 for developing countries;

-Adaptation and Resilience - Enhancing the Resilience of Fragile Countries and Communities to Climate Risks.



- 排放目标与实施——各国在《巴黎协定》下履行其加强的国家自主贡献(NDC);

- 气候融资——向发展中国家实现COP29上设定的新集体量化融资目标;

- 适应与韧性——加强脆弱国家和社区对气候风险的韧性。




From November 9th to 20th, the focus of global climate change will be on this country. What key areas and valuable practices does Türkiye have to learn from in order to better realize the energy transition to cope with climate change? This article will provide a brief introduction from three perspectives: the current status of power generation and installation, renewable energy investment plans, and data center electricity demand and investment patterns, aiming to provide effective information for Chinese enterprises to go global.

Türkiye's energy structure is diversified and its energy security is more guaranteed

According to the data of Türkiye Electricity Market Regulatory Authority (EMRA), by the end of August 2026, the total installed capacity of Türkiye has reached 127 GW, with renewable energy accounting for 63%; Among them, hydropower accounts for the highest proportion at 32 gigawatts, followed by photovoltaics at nearly 28 gigawatts. Hydropower installation accounts for 25%, photovoltaic 22%, natural gas 20%, coal-fired power 17%, wind power 12%, and others 4%.



11月9日至20日,全球气候变化的焦点聚集在这个国度。为更好地实现能源转型以应对气候变化,土耳其有哪些重点领域和值得借鉴的宝贵实践?本文将从发电装机现状、可再生能源投资计划、数据中心用电需求与投资格局三个角度进行简要介绍,旨在为中国企业出海提供有效信息。

土耳其能源结构多元,能源安全更有保障

根据土耳其电力市场监管局(EMRA)数据,截至2026年8月底,土耳其全国总装机容量达127吉瓦,可再生能源占比63%;其中水电32吉瓦占比最高,光伏其次,接近28吉瓦。水电装机占比25%,光伏22%,天然气20%,煤电17%,风电12%,其他4%。




Türkiye's installed hydropower capacity ranks second in Europe, second only to Norway, and ninth in the world. The output of hydropower is highly dependent on weather, season, and annual fluctuations - hydropower accounts for a larger proportion in high water years, while the output significantly decreases in low water years, and the proportion of stable output such as coal-fired power increases.

In addition, more than 70% of Türkiye's installed capacity is local resources, and its dependence on imported energy is low, so it can be more flexible in formulating renewable energy expansion targets. The Ministry of Energy of Türkiye plans to invest US $108 billion in renewable energy infrastructure in the near future. The goal is to increase the PV installed capacity from 28 GW to 77 GW, and wind power from 15 GW to 43 GW by 2035, with a total of 120 GW of scenery and 7.5 GW of energy storage.

At the same time, Türkiye continues to increase its oil and gas exploration efforts and consolidate its position as a regional hub of European natural gas; Nuclear power facilities represented by Akuyu Nuclear Power Plant will provide low-carbon base load electricity in the future. On the whole, Türkiye implements the "multi pronged" energy strategy, combining renewable energy with stable energy sources such as coal, oil and natural gas to improve energy security.



土耳其水电装机规模位列欧洲第二,仅次于挪威,全球排名第九。水电出力高度依赖天气、季节及年度波动——丰水年水电占比大,枯水年出力明显降低,煤电等稳定出力占比提升。

此外,土耳其70%以上的装机为本土资源,进口能源依赖度较低,可更灵活地制定可再生能源扩容目标。土耳其能源部近期计划为可再生能源基础设施投资1080亿美元,目标到2035年光伏装机从28吉瓦增至77吉瓦,风电从15吉瓦增至43吉瓦,风光合计达120吉瓦,并配套7.5吉瓦储能。

同时,土耳其持续加大石油和天然气开采力度,巩固其欧洲天然气区域枢纽地位;以阿库尤核电站为代表的核电设施将在未来提供低碳基荷电力。整体上,土耳其推行"多管齐下"的能源战略,将可再生能源与煤炭、石油、天然气等稳定能源相结合以提升能源安全。




Türkiye's renewable energy mechanism innovation, "stability+efficiency" worth learning

In 2016, Türkiye issued laws and regulations, proposing the bidding mode of large-scale scenery centralized development - Türkiye Renewable Energy Resource Area Mechanism (YEKA). The core is that the Ministry of Energy and Natural Resources completes resource exploration, land coordination, and pre allocation of grid connected capacity in advance, and puts site selection and grid connected property rights confirmation work in advance. The winning bidder directly obtains the development rights of the area, reducing the risk of early development and compressing the landing cycle.

The bidding is based on electricity price as the core evaluation indicator, and the new version of the rules adopts the structure of "pre spot market trading+subsequent 20-year long-term power purchase agreement": photovoltaic projects can freely sell electricity in the spot market for the first 60 months and wind power projects for the first 72 months, and after the window period ends, they will automatically transfer to a 20-year fixed electricity price PPA, with price upper and lower limits and bottom price protection mechanisms.



土耳其可再生能源机制创新,"稳定+高效"值得借鉴

2016年,土耳其出台法规,提出大型风光集中开发招标模式——土耳其可再生能源资源区机制(YEKA)。其核心是由能源与自然资源部先行完成资源踏勘、土地协调、并网容量预分配,把选址、并网确权工作前置,中标主体直接获得片区开发权,降低前期开发风险、压缩落地周期。

招标以电价为核心评审指标,新版规则采用"前期现货市场交易 + 后续20年长期购电协议"结构:光伏项目前60个月、风电项目前72个月可在现货市场自由售电,窗口期结束后自动转入20年固定电价PPA,并设价格上下限与底价保护机制。




The core constraint of the mechanism is "local content requirements": the winning bidder needs to purchase core equipment such as photovoltaic modules and wind turbines produced locally in Türkiye in proportion, and some batches also require supporting local production lines and R&D centers.

The landmark project is the Kalapinar photovoltaic power station located in the desert. As the largest photovoltaic power station in Europe, it has an installed capacity of 1350 MW, more than 3.2 million modules, and an annual power generation of 3 TWh, and has built the only integrated photovoltaic module manufacturing plant in Türkiye.

In 2025, Türkiye will simultaneously introduce the simplified bill of wind power licensing, reducing the approval cycle of the whole chain of onshore wind power from about 4 years to 1.5 years. Wind and solar projects connected to the grid before December 31, 2030 can enjoy an 85% reduction in license fees, land rent, and easement fees within 15 years from the date of obtaining the license.



该机制最核心的约束是"本土含量要求":中标方需按比例采购土耳其本地生产的光伏组件、风机等核心设备,部分批次还要求配套建设本土产线、设立研发中心。

标志性项目是位于沙漠区的卡拉皮纳尔光伏电站,作为欧洲最大光伏电站,装机1350兆瓦,组件超320万块,年发电量3太瓦时,并配套建设了土耳其唯一的一体化光伏组件制造厂。

2025年土耳其同步推出风电许可简化法案,把陆上风电全链条审批周期由约4年压缩至1.5年。2030年12月31日前并网的风光项目,自取得许可证起15年内,许可费、土地租金、地役权费用可享85%减免。




The demand for electricity in Türkiye's data center has soared, accompanied by national supporting investment funds

The International Energy Agency predicts that global data center electricity consumption will reach 945-980 terawatt hours by 2030, with AI workloads accounting for more than half of the total, and AI data center electricity consumption will increase fourfold by then. Türkiye expects the total domestic power demand to increase to 510 TWh in 2035, and digital services, cloud computing and AI are the fastest growing sectors.

At present, the installed capacity of Türkiye's data center is 250 MW, and the national goal of 2030 is not less than 1 GW, which is four times of the current one. It puts forward higher requirements for energy cleanness and uninterrupted supply.



土耳其数据中心用电需求暴增,国家配套投资资金护航

国际能源署预测,2030年全球数据中心用电量将达945–980太瓦时,其中AI工作负载占比约一半以上,AI数据中心用电届时将增至四倍。土耳其预计2035年国内总用电需求增至510太瓦时,数字服务、云计算与AI是增长最快的板块。

土耳其当前数据中心装机容量250兆瓦,2030年国家目标不低于1吉瓦,为当前的4倍,对能源清洁度和不间断供应提出较高要求。




To this end, Türkiye launched the HIT-30 high-tech investment plan, which plans to provide a total of 30 billion dollars of incentive funds by 2030. Green energy is one of the eight key tracks. Green power, energy storage, photovoltaic, and wind turbine component projects that meet the conditions can enjoy up to 50% energy bill subsidies, accompanied by tax reductions, land, financing, and other incentives.

Türkiye Telecom is exploring to build photovoltaic power stations with a total peak value of 530 MW in Sivas, Malatiya and Ale provinces. Sivas power station has been put into operation by November 2026, and the other two provinces will be connected to the grid in succession in the next two years. After completion, the annual power generation can reach 800 million kilowatt hours, covering 55% -65% of the total electricity consumption of the group. In addition, Türkiye Telecom is carrying out a feasibility study on the coupling of geothermal energy and data center, aiming to recover the waste heat of data center for greenhouse or regional heating.

Zero Carbon China Enters COP31



为此,土耳其推出HIT-30高科技投资计划,计划至2030年提供总额300亿美元激励资金,绿色能源为八大重点赛道之一。符合条件的绿电、储能、光伏、风机零部件项目可享最高50%能源账单补贴,并配套税收减免、土地、融资等激励。

土耳其电信正探索在锡瓦斯、马拉蒂亚、阿勒3省建设总峰值530兆瓦的光伏电站,其中锡瓦斯电站截至2026年11月已投运,其余两省未来两年内陆续并网。全部建成后年发电量可达8亿千瓦时,覆盖集团总用电量的55%-65%。此外,土耳其电信正开展地热与数据中心耦合的可行性研究,目标回收数据中心余热用于温室大棚或区域供热。

"零碳中国"走进COP31




As an observer organization of the United Nations Climate Change Conference, the China Investment Association will release "Zero Carbon China Story 3" at this conference, recording China's new achievements in the field of renewable energy in the past year and sharing its experience in green development.

During COP31, representatives of "Zero Carbon China" will participate in UN side events, China Corner, themed exhibitions, and other activities.

UN side event: Life cycle thinking drives climate action: industrial decarbonization, AI empowerment, and zero carbon future; The organizational units are the Energy Investment Committee of the China Investment Association and the Swedish Institute of Environmental Sciences; Time: November 14, 2026, 11:30-13:00; Location: Blue Zone Border Meeting Room.



作为联合国气候变化大会观察员机构,中国投资协会将在本次大会上发布《零碳中国故事3》,记录过去一年中国在可再生能源领域的新成果,分享绿色发展经验。

COP31期间,"零碳中国"代表将参与UN边会、中国角、主题展览等活动。

UN边会:生命周期思维驱动气候行动:工业脱碳、AI赋能与零碳未来;组织单位为中国投资协会能源投资专委会、瑞典环境科学研究院;时间2026年11月14日11:30-13:00;地点蓝区边会会议室。




Press Conference: Theme "Standards Lead Zero Carbon Future, Scenarios Contribute to Global Governance"; Organizational unit: China Investment Association Energy Investment Special Committee; Time: 15:00-15:30 on November 14, 2026; Location: United Nations Climate Change Conference Press Conference Hall.

Blue Zone Exhibition: with "Zero Carbon Story" as the core theme; Organizational units include the Energy Investment Committee of the China Investment Association, the Swedish Academy of Environmental Sciences, and the China Meteorological Service Association; Time: November 9-14, 2026; Location Blue Zone.



新闻发布会:主题"标准引领零碳未来,场景贡献全球治理";组织单位中国投资协会能源投资专委会;时间2026年11月14日15:00-15:30;地点联合国气候变化大会新闻发布厅。

蓝区展览:以"零碳故事"为核心主题;组织单位中国投资协会能源投资专委会、瑞典环境科学研究院、中国气象服务协会;时间2026年11月9日—14日;地点蓝区。




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