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中国的燃气轮机制造商旨在挑战全球巨头。马来西亚是起点吗?China’s gas turbine makers aim to challenge global giants. Is Malaysia the start?

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上海电气在重型燃气轮机制造领域取得最新里程碑,斩获马来西亚一座电厂的交钥匙工程合同,从而在由老牌外资供应商主导、且全球供应紧张的市场中站稳脚跟。

In the latest milestone for China’s heavy-duty gas turbine manufacturers, Shanghai Electric has secured a turnkey contract to supply equipment to a power plant in Malaysia, giving it a foothold in a market dominated by established foreign suppliers amid a global supply crunch.

这家总部位于上海的国有大型企业将本月初达成的交易视为其集成解决方案具备竞争力、以及具备核心部件自主设计制造能力的有力证明。

The state-owned conglomerate, based in Shanghai, hailed the deal reached earlier this month as evidence of the competitiveness of its integrated solutions and its capacity to design and manufacture crucial components independently.

作为发电及电气设备制造商,上海电气将向马来西亚砂拉越州的Samalaju联合循环电厂供应燃气轮机——该项目由国有公用事业公司砂拉越能源公司开发,旨在满足区域日益增长的电力需求。

Shanghai Electric, a power generation and electrical equipment maker, will supply gas turbines to the Samalaju Combined Cycle Power Plant in the Malaysian state of Sarawak – a major infrastructure project developed by state utility Sarawak Energy Berhad to support rising regional demand.

据上海电气介绍,该定制化包干合同涵盖燃气轮机、汽轮机、发电机、余热锅炉及空冷系统,公司还将为主设备提供长达25年的维护服务。

The tailor-made package included gas turbines, steam turbines, generators, heat recovery steam generators and air-cooling systems, according to Shanghai Electric, which added that it would also provide a 25-year maintenance service for the main equipment.

公司表示,项目所有核心设备均将自产。这与传统的多供应商模式形成鲜明对比,后者通常需要总承包商协调不同供应商的技术规范、运行参数及控制系统。

The company stated that all core equipment for the project would be produced in-house. This contrasts with traditional multi-supplier arrangements, which typically require a general contractor to coordinate technical specifications, operating parameters and control systems across different vendors.

相比之下,上海电气主张其统一模式通过将责任界限、技术接口、性能担保及项目管理整合为单一包干模式,可最大程度减少障碍。公司称,这种模式有助于降低风险和项目成本,并助力拿下马来西亚合同。

By comparison, Shanghai Electric argued that its unified model would minimise hurdles by streamlining accountability, technical interfaces, performance guarantees and project management into a single package. This approach, the company said, could help reduce risks and project costs and had helped seal the Malaysian contract.

重型燃气轮机属于复杂工程系统,被视为衡量一个国家先进工业研发与制造能力的标尺,全球市场长期由寥寥数家外资巨头垄断。

Heavy-duty gas turbines are complex engineering systems regarded as a measure of a nation’s advanced industrial research and manufacturing capabilities, and the global market has historically been dominated by a handful of foreign players.

Samalaju电厂设计总装机容量为1500兆瓦,将针对不同机组采用分包供应商模式。除上海电气外,德国企业西门子能源也将向该电厂供应先进燃气轮机。

The Samalaju plant is designed to reach a total capacity of 1,500 megawatts and will adopt a split-supplier model for different units. Alongside Shanghai Electric, German firm Siemens Energy is also supplying advanced gas turbines to the facility.

这并非上海电气在马来西亚的首个项目,此前其已为雪兰莪和砂拉越的燃煤、可再生能源及输电基础设施供应设备,但这反映了从出口单个部件向提供综合能源系统的转变。

This is not Shanghai Electric’s first project in Malaysia, having previously supplied equipment for coal, renewable and transmission infrastructure across Selangor and Sarawak, but it reflects a shift from exporting individual components to delivering comprehensive energy systems.

中国官方媒体强调,这笔交易显示了国际偏好的变化,指出部分海外项目业主越来越倾向于选择一体化套餐和全生命周期支持,而非分散采购。

Chinese state media highlighted the deal as a sign of changing international preferences, noting that some overseas project owners increasingly preferred all-in-one packages and full-life cycle support over fragmented procurement.

更多中国设备制造商也渴望抓住全球燃气轮机市场供不应求的机遇,目前需求超过产能。

More Chinese equipment makers are also eager to capitalise on a tight global market for gas turbines, where demand currently outstrips production capacity.

“在这种供应紧张的环境下,一些此前优先考虑国际供应商的海外买家,正表现出对中国整机解决方案更大的开放态度,这些方案提供更短的交付周期和经验证的性能,”中国电工技术学会研究员刘志谭上周在接受中国新闻社采访时表示。

“In this tight supply environment, some overseas buyers who previously prioritised international suppliers are showing greater openness to Chinese complete-machine solutions that offer shorter delivery times and proven performance,” Liu Zhitan, a researcher with the Chinese Society for Electrical Engineering, told China News Service in a report last week.

刘志谭表示:“马来西亚项目未来的成功将向其他外国客户证明中国产品的质量和性价比”,但他警告称,维持这种认可将取决于长期的运行表现和服务质量。

“The future success of the Malaysia project will serve as a vindication of the quality and cost-effectiveness of Chinese products for other foreign clients to see,” Liu said, though he warned that sustaining recognition would depend on long-term operational performance and service quality.