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中国清洁技术出口创纪录,大幅助力减排China's record-breaking exports of clean tech are making a big dent in emissions, report says

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2026年4月30日,在菲律宾马尼拉,安装工人将一块太阳能电池板抬上一户人家的屋顶。(美联社照片/安东·L·德尔加多)Installers haul a solar panel onto the roof of a home in Manila, Philippines, on April 30, 2026. (AP Photo/Anton L. Delgado)

安东尼·L·德尔加多 曼谷——根据周四发布的一份报告,随着伊朗战争引发的能源危机推动可再生能源需求激增,中国正在出口创纪录数量的清洁能源技术和设备,这将有助于减少全球排放。

ANTON L. DELGADO BANGKOK — China is exporting a record amount of clean energy technology and equipment as the energy crisis from the Iran war drives surging demand for renewables , and that will help reduce global emissions, according to a report released Thursday.

总部位于芬兰的能源与清洁空气研究中心发布的这份分析称,这些2026年的出口产品一旦安装或投入使用,预计每年将避免约4.5亿公吨二氧化碳的排放,大致相当于巴西的年排放量。

Once installed or deployed, these 2026 exports will likely avert emissions of about 450 million metric tons of carbon dioxide per year, roughly equal to Brazil’s annual emissions, says the analysis by the Finland-based Centre for Research on Energy and Clean Air.

在全球遏制气候变化的努力仍显不足之际,这是一个微小的进展迹象。今年11月,土耳其将主办年度联合国气候谈判,电气化预计将成为主要议题。

It’s a small sign of progress as global efforts to curb climate change fall short. In November, Turkey will host annual U.N. climate talks where electrification is expected to be a leading topic.

“这是全球能源和全球排放前景的转折点,”能源与清洁空气研究中心的劳里·米利维尔塔说。“我们看到清洁能源的增长比几年前任何人的预测都要快得多。”中国是目前全球最大的可再生能源设备供应国,产品涵盖太阳能电池板和风力涡轮机到电动汽车和电池。其生产的大部分产品在国内销售,但相当大一部分用于出口。

“This is a pivot point for the outlook of global energy and global emissions,” said Lauri Myllyvirta, with CREA. “We’re seeing growth in clean energy that is much, much faster than anyone predicted just a few years ago.”China is by far the largest global supplier of renewable energy equipment, from solar panels and wind turbines to electric vehicles and batteries. Most of what it makes is sold domestically , but a sizeable share is exported.

2026年前九个月,能源与清洁空气研究中心追踪到,与去年同期相比,电动汽车出口增长61%,风力涡轮机出货量增长45%,电池出口激增39%,太阳能设备海外销售增长22%。

In the first nine months of 2026, CREA tracked a 61% increase in exports of electric vehicles, a 45% jump in shipments of wind turbines, a 39% spike in battery exports and 22% growth in overseas sales of solar equipment, compared to the same period last year.

东南亚是主要目的地。据独立全球能源智库Ember称,截至今年9月,中国对该地区的清洁能源出口较去年增长了近160%。

Southeast Asia was a major destination. China’s clean energy exports to the region jumped nearly 160% from last year to this September, according to Ember, an independent global energy think tank.

据研究公司Atlas Public Policy的数据,今年前九个月中国电动汽车出口额达到728亿美元,高于去年的397亿美元。

The value of China’s electric vehicle exports hit $72.8 billion in the first nine months of this year, up from $39.7 billion last year, according to the research firm Atlas Public Policy.

如果这些出口趋势在2026年余下时间里持续下去,中国今年出口的所有清洁技术产品在其全生命周期内将避免约84亿吨二氧化碳排放,能源与清洁空气研究中心(CREA)估计。这约占全球年排放量的24%,超过美国和印度排放量之和。

If these export trends continue for the rest of 2026, about 8,400 million metric tons of carbon dioxide will be averted over the lifetime of all the clean tech China exported this year, CREA estimates. That’s about 24% of annual global emissions, more than the United States’ and India’s emissions combined.

CREA的分析基于出口数据、目的地国家的电力系统以及中国制造过程中的排放。独立专家表示,该估算与中国出口的规模相符,但无法验证相关数据。

The analysis by CREA is based on export data, the electricity systems in destination countries and Chinese emissions during manufacturing. Independent experts said the estimate was in line with the scale of China’s exports, but were unable to validate the data.

尽管唐纳德·特朗普总统加征了更高关税,但今年1月至9月,中国对美国的清洁技术出口同比增长了13%。

Despite President Donald Trump’s higher tariffs , Chinese clean tech exports to the U.S. rose 13% in January-September compared to a year earlier.

“需求比我预期的强劲得多,”米利维尔塔说。“这当然值得注意。”中国既是世界上最大的清洁技术设备供应商,也是全球最大的碳排放来源。

“The demand is much stronger than I expected,” Myllyvirta said. “That’s certainly noteworthy.”China is both the world’s biggest provider of clean tech equipment and the largest global source of carbon emissions.

智库Ember的高级政策分析师杨沐怡将中国的能源转型比作在船只仍在航行时更换引擎。

Muyi Yang, a senior policy analyst at Ember, likened China’s energy transition to replacing the engine of a ship while it’s still at sea.

通常提供全球五分之一石油和天然气的霍尔木兹海峡,因战争导致航运严重受阻,进口依赖型亚洲国家首当其冲、受冲击最重。

The drastic war-related disruptions to shipping through the Strait of Hormuz , usually the source for a fifth of the world’s oil and gas, hit import-dependent Asian countries first and hardest .

零碳分析研究机构的孙宇(Yu Sun Chin)表示,对清洁能源选项的重新关注很可能在战争结束后持续存在。

Renewed interest in clean energy options is likely to persist even after the war, said Yu Sun Chin, with the research group Zero Carbon Analytics.

东南亚消费者为电力和燃料支付更高费用,并选择屋顶太阳能等可再生能源替代方案。

Consumers in Southeast Asia are paying more for their electricity and fuel and opting for renewable alternatives such as rooftop solar.

老挝、泰国和越南为安装太阳能和购买电动汽车提供了各种激励措施,以帮助减少对进口化石燃料的依赖。

Laos, Thailand and Vietnam have offered various incentives for installing solar and purchasing electric vehicles to help reduce dependence on imported fossil fuels.

菲律宾实施了类似政策,并于2026年第一季度成为中国太阳能出口的第二大目的地。印度尼西亚承诺到2029年安装100吉瓦太阳能发电。

The Philippines implemented similar policies and became the second-largest destination for Chinese solar exports in the first quarter of 2026. Indonesia has pledged to install 100 gigawatts of solar power by 2029.

陈表示:“东南亚清洁能源政策的激增表明,正在发生一场范式转变。考虑到东南亚是气候影响最脆弱的地区之一,每一项减排都对限制全球气温上升至关重要。”

“The surge in clean energy policies in Southeast Asia shows there is a paradigm shift happening,” Chin said. “Considering Southeast Asia is one of the most vulnerable regions to climate impacts, every emission cut matters in limiting a rise in global temperatures.”

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