BEIJING — China's booming new energy vehicle sector recently drew scrutiny for purported "Chinese overcapacity" from certain Western nations.
北京--中国蓬勃发展的新能源汽车行业最近因某些西方国家所谓的 "中国产能过剩 "而备受关注。
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.
为了向全球受众澄清该行业的现状,三位政府官员和一位行业专家参加了由新华社主办的全媒体访谈平台《中国经济圆桌》第五期节目。
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.
他们阐明了这些论断缺乏依据的原因,概述了中国新能源汽车在全球向可持续发展转变过程中的重要意义,并揭示了西方遏制战略和保护主义措施的政治基础。
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.
与会专家表示,在仔细研究供需关系、全球分工和未来发展轨迹后,产能过剩的言论与事实证据和基本经济原则相悖。
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,中国新能源汽车销量将达到 949 万辆,略低于 959 万辆的产量。不过,国家发改委官员霍福鹏澄清说,产量略有过剩并不意味着产能过剩。相反,它促进了竞争和技术进步。
Huo explained that as innovative firms upgrade technologies to capture larger market shares, outdated capacities will naturally phase out, leading to a dynamic equilibrium.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.
霍福鹏解释说,随着创新型企业升级技术以占据更大的市场份额,落后产能将自然淘汰,从而实现动态平衡。他说,仅从供需角度评估新能源汽车行业的状况不符合经济学原理。
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.
虽然某些西方国家将中国不断升级的新能源汽车出口描述为产能过剩的证据,但发言人驳斥了这种说法,声称基于出口的推理也站不住脚。
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.
工业和信息化部官员何海林强调,一个国家的产能超过国内需求是全球普遍现象,因为这反映了比较优势,也是分工的结果。
"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.
"商务部官员丁伟顺说:"例如,美国生产的芯片 80% 出口,日本汽车 50% 销往海外,德国汽车产量近 80% 运往国外市场。
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,中国的新能源汽车主要面向国内市场,出口量只占总产量的一小部分。去年,中国生产了约 959 万辆新能源汽车,但其中只有约 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.
展望未来,在全球推动可持续发展的大背景下,中国对新能源产品有着巨大的需求。作为对全球绿色和低碳转型的积极回应,中国的新能源汽车、风力发电和光伏发电等蓬勃发展的行业已变得更加突出,霍说。