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彭博社

中国拟遏制氢能产能过剩 因投资激增China Moves to Curb Hydrogen Overcapacity as Investment Surges

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中国正在制定措施,以避免氢能产业出现产能过剩,此前该行业投资激增,而北京正在为未来五年设定该行业的雄心勃勃的目标。

China is drafting measures to avoid overcapacity in its hydrogen industry following a surge in investment, as Beijing pursues ambitious goals for the sector over the next five years.

“由于氢能领域某些方面的投资过热,我们正在制定一项主要项目合理布局的方案,”国家发展和改革委员会技术司副司长荣忠宝说。该委员会是国家最高经济规划部门。他周二在一次吹风会上发表了上述言论。

“Due to the overheated investment in certain aspects of the hydrogen sector, we are formulating a plan for the rational allocation of major projects,” said Ren Zhongbao, a deputy director of the technology department at the National Development and Reform Commission, the country’s top economic planner. He made the comments at a briefing Tuesday.

中国一直在应对包括太阳能在内的行业产能过剩问题,因为支持性政策推动了快速扩张和激烈的国内竞争,导致利润被压缩。最近,该国的电池制造商也被警告要防范产能过度增长和价格战。

China has grappled with overcapacity in industries including solar after supportive policies fueled rapid expansion and intense domestic competition, squeezing profits. More recently, the country’s battery makers have been warned against excessive capacity growth and price wars.

氢能目前正经历自身的政策驱动型扩张。北京计划到本世纪末将绿氢产量提高八倍至每年200万吨,而新华社最近报道称,政府已批准一个试点计划,在包括北京-天津-河北地区在内的五个城市群推广该技术。

Hydrogen is now undergoing its own policy-driven expansion. Beijing aims to boost green hydrogen output eightfold to 2 million tons a year by the end of the decade, while Xinhua News Agency recently reported that the government has approved a pilot program to deploy the technology across five clusters of cities, including the Beijing-Tianjin-Hebei region.

“国家和地方政府在组织项目时应进行深入分析,以避免盲目投资和资金浪费,”荣忠宝在北京的吹风会上如是说。

“Both the national and local governments should conduct in-depth analysis when organizing projects to avoid blind investment and waste of funds,” Ren said at the briefing in Beijing.

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