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欧洲推进电动汽车生产,中国对欧盟锂离子电池出口激增European EV production drive sees China’s lithium-ion battery exports to EU surge

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中国今年前三季度对欧盟的锂离子电池出口激增,原因是中国车企在电动汽车(EV)进口限制收紧之际,纷纷抢在欧洲建厂。

China’s lithium-ion battery exports to the EU surged in the first three quarters of this year, as Chinese carmakers rush to build factories in Europe amid a tightening of import restrictions on electric vehicles (EVs).

尽管欧盟努力将中国产品排除在公共资助的能源项目之外,但中国对欧盟成员国的电力逆变器出口也强劲增长。

Power inverter exports to the bloc’s members also grew strongly despite EU efforts to exclude Chinese products from publicly funded energy projects.

据周二发布的中国海关数据,今年前九个月中国对欧盟的锂离子电池出口额达312亿美元,同比增长46%,占中国锂离子电池出口总额的近40%。

Shipments of Chinese lithium-ion batteries to the EU were worth US$31.2 billion in the first nine months of the year, up 46 per cent year on year, according to Chinese customs data released on Tuesday, and accounted for just under 40 per cent of China’s total lithium-ion battery exports.

对奥地利的锂离子电池出口额同比激增241%,保加利亚录得178%的增幅,匈牙利增长156%,波兰则跃升132%。

The value of lithium-ion battery exports to Austria surged by 241 per cent year on year, with Bulgaria recording a 178 per cent increase, Hungary up 156 per cent and Poland witnessing a jump by 132 per cent.

中国前三季度锂离子电池出口总额达788亿美元,同比增长42.2%。

China’s total exports of lithium-ion batteries in the first three quarters were worth US$78.8 billion, up 42.2 per cent year on year.

法国投资银行Natixis首席亚太经济学家Alicia Garcia-Herrero表示,这一增长“与中国在中东欧地区电池和电动汽车产能的爬坡密切相关”。

Alicia Garcia-Herrero, chief Asia-Pacific economist at French investment bank Natixis, said the increase was “closely tied to the ramp-up of Chinese battery and EV production in Central and Eastern Europe”.

她说:“中国车企在这些市场的本地组装——及其欧洲供应链——带来的更广泛需求,加上欧洲对电动汽车和储能电池持续强劲的需求,很可能都在推动这一增长。”

“Broader demand from Chinese carmakers’ local assembly – and their European supply chains – in these markets is likely contributing, alongside continued strong European demand for both EV and energy-storage batteries,” she said.

随着欧盟对中国电动汽车加征关税,中国车企一直在加速在欧洲的本地化布局,而北京与布鲁塞尔近期就中国产混合动力汽车进口配额达成协议,使这一趋势更加迫切。贸易紧张局势和去风险政策将持续给纯成品出口带来压力艾丽西亚·加西亚-埃雷罗,外贸银行小鹏汽车在欧洲拥有一条与奥地利代工厂合作的生产线,比亚迪则表示其匈牙利工厂将于今年第四季度开始运营。

With the EU imposing additional tariffs on Chinese EVs, Chinese carmakers have been accelerating their localisation efforts in Europe, a trend made more urgent by the recently reached agreement between Beijing and Brussels on import quotas for Chinese-made hybrid vehicles. Trade tensions and de-risking policies will keep pressure on pure exports of finished goodsAlicia Garcia-Herrero, Natixis Xpeng has a production line in Europe in partnership with a contract manufacturer in Austria, and BYD has said its plant in Hungary will begin operations in the fourth quarter of this year.

本月的巴黎车展上,国有企业长安汽车宣布计划在未来四年内增加其在欧盟的产能。

At this month’s Paris Motor Show, state-owned Changan Automobile announced plans to increase its production capacity in the EU in the next four years.

加西亚-埃雷罗表示:“贸易紧张局势和去风险政策将持续给纯成品出口带来压力。”她补充称,预计用于支持欧洲电动汽车生产的零部件和中间品出口将保持强劲。

“Trade tensions and de-risking policies will keep pressure on pure exports of finished goods,” Garcia-Herrero said, adding that she expected component and intermediate shipments to support EV production in Europe would remain solid.

在清洁能源领域,光伏逆变器也已成为中欧之间的一个争议点。该设备将可再生能源转换为兼容电网的电力。

In the clean energy sector, power inverters have also become a point of contention between China and the EU. The devices convert renewable energy into grid-compatible electricity.

5月,欧盟以网络安全和依赖性担忧为由,禁止中国逆变器供应商参与欧盟资助的项目。

In May, the bloc barred Chinese inverter suppliers from EU-funded projects, citing cybersecurity and dependency concerns.

然而,中国海关数据显示,今年第三季度中国对欧盟的逆变器出口同比增长34.5%,达到17亿美元。

However, Chinese customs data showed that China’s inverter exports to EU rose 34.5 per cent year on year to US$1.7 billion in the third quarter of the year.

对包括爱尔兰、葡萄牙、波兰和罗马尼亚在内的国家的出口价值翻了一倍多,而对斯洛伐克的出口价值同比激增逾400%。

Exports to countries including Ireland, Portugal, Poland and Romania more than doubled, while the value of shipments to Slovakia surged by more than 400 per cent year on year.

加西亚-埃雷罗将持续的出口增长归因于中国制造商在成本和技术方面的显著优势,并补充称商业、工业和住宅需求依然强劲,欧盟对中国逆变器的限制仅适用于欧盟资助的项目。

Garcia-Herrero attributed the continued export growth to Chinese manufacturers’ significant advantages in costs and technology, adding that commercial, industrial and residential demand remained robust, with the bloc’s restrictions on Chinese inverters only applying to EU-funded projects.

根据英国能源研究公司伍德麦肯兹7月发布的一份报告,去年中国公司主导了欧洲逆变器市场,供应了该地区逾80%的逆变器。

Chinese companies dominated the European inverter market last year, supplying more than 80 per cent of the region’s inverters, according to report issued by British energy research firm Wood Mackenzie in July.

今年第三季度,中国全球逆变器出口价值同比增长31.9%,达到45亿美元。

In the third quarter of this year, the value of China’s global inverter exports rose 31.9 per cent year on year to US$4.5 billion.

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