I can’t think of a company more entrenched in a monstrous trend than China’s NF Energy (NFES), and if a week-long 45% surge and today’s updated clean energy stats are indicative of what the future holds, shareholders are in for the ride of their lives.

Multi-billion dollar stimulus packages from China and the U.S.—with the bulk of money already put to work by the Red Dragon—boosted spending in the renewable energy industry for Q1 2009 by 12.4%. Spending on wind power led year-over-year increases with 38.5%, while coal-fired generation dropped 15.3%. Hydro and geothermal also grew but at slower paces, 1.1% and 1.7%.

During the year, China went from a small player in wind energy to becoming the world’s largest generator of wind power. China also led the global world in clean energy investments for 2008, responsible for 18% of the 27% overall $36.6 billion increase.

It marked the first year ever that investment in clean energy topped fossil fuels. Perhaps the most eye-opening statistic for NF Energy and its shareholders is that while investors (private and public) poured a record $155 billion dollars into clean energy companies and projects worldwide in 2008, that figure falls far short of the figure it will take for countries to meet their carbon emission targets.

Try this on for size: In the U.N. Environment Program (UNEP) report, “Global Trends in Sustainable Energy Investment 2009,” it says “a minimum of $750 billion” is necessary to finance a sustainable economic recovery by investing in the greening of five key sectors: buildings, energy, transport, agriculture and water. That’s equal to 37% of the economic stimulus packages and 1% of global GDP.

So, you get the picture: There’s simply no end in sight for companies like NF Energy who are in the global hub of renewable energy and attached at the hip of China—the world’s biggest spender on the very products and services it sells.