BEIJING — China's booming new energy vehicle sector recently drew scrutiny for purported "Chinese overcapacity" from certain Western nations.
北京--中國(guó)蓬勃發(fā)展的新能源汽車行業(yè)最近因某些西方國(guó)家所謂的 "中國(guó)產(chǎn)能過剩 "而備受關(guān)注。
To provide clarity on the industry's landscape to a global audience, three government officials and an industry expert joined the fifth episode of the China Economic Roundtable, an all-media talk platform hosted by Xinhua News Agency.
為了向全球受眾澄清該行業(yè)的現(xiàn)狀，三位政府官員和一位行業(yè)專家參加了由新華社主辦的全媒體訪談平臺(tái)《中國(guó)經(jīng)濟(jì)圓桌》第五期節(jié)目。
They elucidated why such assertions lack merit, outlined the significance of Chinese NEVs in the global shift toward sustainability, and disclosed the political underpinnings of Western containment strategies and protectionist measures.
他們闡明了這些論斷缺乏依據(jù)的原因，概述了中國(guó)新能源汽車在全球向可持續(xù)發(fā)展轉(zhuǎn)變過程中的重要意義，并揭示了西方遏制戰(zhàn)略和保護(hù)主義措施的政治基礎(chǔ)。
The rhetoric of overcapacity contradicts factual evidence and fundamental economic principles upon closer examination of the supply-demand relationship, global labor division and future developmental trajectories, the panelists said.
與會(huì)專家表示，在仔細(xì)研究供需關(guān)系、全球分工和未來發(fā)展軌跡后，產(chǎn)能過剩的言論與事實(shí)證據(jù)和基本經(jīng)濟(jì)原則相悖。
In 2023, China's NEV sales reached 9.49 million units, slightly lower than the production of 9.59 million units. Nonetheless, Huo Fupeng, a National Development and Reform Commission official, clarified that this slight production surplus does not signify overcapacity. Instead, it fosters competition and technological advancements.
2023 年，中國(guó)新能源汽車銷量將達(dá)到 949 萬輛，略低于 959 萬輛的產(chǎn)量。不過，國(guó)家發(fā)改委官員霍福鵬澄清說，產(chǎn)量略有過剩并不意味著產(chǎn)能過剩。相反，它促進(jìn)了競(jìng)爭(zhēng)和技術(shù)進(jìn)步。
Huo explained that as innovative firms upgrade technologies to capture larger market shares, outdated capacities will naturally phase out, leading to a dynamic equilibrium. Assessing the NEV sector's condition solely through a supply-demand lens fails to align with economic principles, he said.
霍福鵬解釋說，隨著創(chuàng)新型企業(yè)升級(jí)技術(shù)以占據(jù)更大的市場(chǎng)份額，落后產(chǎn)能將自然淘汰，從而實(shí)現(xiàn)動(dòng)態(tài)平衡。他說，僅從供需角度評(píng)估新能源汽車行業(yè)的狀況不符合經(jīng)濟(jì)學(xué)原理。
While certain Western nations have portrayed China's escalating NEV exports as evidence of overcapacity, the speakers refuted this narrative, asserting that export-based reasoning also cannot hold water.
雖然某些西方國(guó)家將中國(guó)不斷升級(jí)的新能源汽車出口描述為產(chǎn)能過剩的證據(jù)，但發(fā)言人駁斥了這種說法，聲稱基于出口的推理也站不住腳。
He Hailin, a Ministry of Industry and Information Technology official, highlighted that a nation's production capacity surpassing domestic demand is a common phenomenon globally as it mirrors comparative advantages and results from labor division.
工業(yè)和信息化部官員何海林強(qiáng)調(diào)，一個(gè)國(guó)家的產(chǎn)能超過國(guó)內(nèi)需求是全球普遍現(xiàn)象，因?yàn)檫@反映了比較優(yōu)勢(shì)，也是分工的結(jié)果。 ?
"For instance, 80 percent of US-manufactured chips are exported, 50 percent of Japanese cars are sold overseas and nearly 80 percent of Germany's auto output is shipped to foreign markets," said Ding Weishun, a Ministry of Commerce official.
"商務(wù)部官員丁偉順說："例如，美國(guó)生產(chǎn)的芯片 80% 出口，日本汽車 50% 銷往海外，德國(guó)汽車產(chǎn)量近 80% 運(yùn)往國(guó)外市場(chǎng)。
In contrast, China predominantly caters to its domestic market and China's NEV exports constitute a small portion of its total production. While approximately 9.59 million NEVs were manufactured in the country last year, only about 12 percent of these were exported.
相比之下，中國(guó)的新能源汽車主要面向國(guó)內(nèi)市場(chǎng)，出口量只占總產(chǎn)量的一小部分。去年，中國(guó)生產(chǎn)了約 959 萬輛新能源汽車，但其中只有約 12% 用于出口。
Looking ahead, amid a global push for sustainability, there is huge demand for China's new energy products. As a proactive response to the global green and low-carbon transition, China's thriving sectors like NEVs, wind power and photovoltaics have gained more prominence, Huo said.
展望未來，在全球推動(dòng)可持續(xù)發(fā)展的大背景下，中國(guó)對(duì)新能源產(chǎn)品有著巨大的需求。作為對(duì)全球綠色和低碳轉(zhuǎn)型的積極回應(yīng)，中國(guó)的新能源汽車、風(fēng)力發(fā)電和光伏發(fā)電等蓬勃發(fā)展的行業(yè)已變得更加突出，霍說。
