据悉尼一家智库周三发布的报告指出，在国内竞争激烈且与美国等国家贸易紧张的背景下，中国的世界领先清洁能源企业正在海外进行更多投资。
在过去两年间，中国公司宣布了大约 1000亿美元的海外清洁技术投资计划，涵盖太阳能农场、电池工厂、水力发电站和输电线路等多个领域。这一规模显示了中国企业在面对美国和其他国家加大制裁力度以及国内产能激增导致本地市场价格下滑与利润空间缩减的情况时所承受的压力。
同时，这也反映了中国过去四十年的角色转变：从全球新技术和创新的主要进口国发展成为它们的出口国。
一位能源政策分析师、该报告作者之一指出，“当中国企业在全球各地建设生产设施时，不仅引入了自身的技术能力、资金支持、经验以及促进当地就业与国家能源转型的机会，这同样对其他国家的国内能源转换具有积极影响。”
值得注意的是，并非所有计划中的投资都一定会实现。但已有的案例包括中国国轩高科在匈牙利的一个73亿欧元（约82亿美元）项目。
据报告透露，去年中国在清洁能源转型上的投入达到了6760亿元人民币，远超其他国家的任何一项支出；其中中国企业在太阳能板、电池和电动汽车等关键领域的全球产量占据了主导地位。这种成本降低有助于推进清洁能源技术在全球的应用，但同时也引发了美国、欧洲乃至印度等国家采取保护本国制造业措施的响应。
对此，中国企业通过在海外设立工厂来希望能克服这些贸易壁垒。“我们有希望将中国过剩的生产能力均匀分配到全球各地。”这位分析师表示。
新闻来源：www.bloomberg.com
原文地址：China Clean Energy Sector Eyes $100 Billion in Overseas Spending
新闻日期：2024-10-01
原文摘要：
China’s world-leading clean energy companies are investing more abroad amid fierce domestic competition and trade tensions with like the US, according to a report by .From solar farms and battery factories to hydroelectric dams and transmission lines, Chinese firms have announced plans for an estimated $100 billion in clean technology spending overseas in the past two years, the Sydney-based think tank said in the report released Wednesday. The investments underscore the pressure Chinese manufacturers face as the US and Europe ramp up sanctions, and as a surge in domestic capacity drives down prices and profit margins at home. It also reflects the country’s evolution over the last four decades, from being mainly an importer of new ideas and technologies to now being an exporter of them.Read More: “When Chinese firms build a production facility elsewhere, it brings its technology, expertise, capital, experience, as well as opportunities for expanding local labor markets and boosting other nations’ domestic energy transition,” said , an energy policy analyst and one of the report’s authors.Not all of the announced investments may come to fruition, Dong said, as the same pressures driving the move overseas are also undermining companies’ balance sheets. But many are already underway, such as a 7.3 billion euro ($8.2 billion) Contemporary Amperex Technology Co. Ltd. in Hungary. China spent $676 billion on its energy transition last year, more than double any other nation, and it dominates global production of solar panels, batteries, and electric vehicles. That’s helped drive down prices of clean energy technology, but has spurred restrictive trade measures from the US and Europe to India, as nations try to protect their own manufacturing sectors. By investing in factories overseas, Chinese firms hope to eliminate that barrier, Dong said. “Hopefully, China can turn its overcapacity into equally distributed deployment globally,” she said.
