近期,西方一些政客不遗余力地炒作所谓中国电动汽车“产能过剩”论,试图狙击中国电动汽车的全球崛起。然而,真正的过剩,难道不是西方日益加剧的贸易保护主义吗?中国科学技术发展战略研究院党委书记刘冬梅带你揭开这场舆论战背后的真相!

Some Western politicians have been tirelessly promoting the "overcapacity" of Chinese electric vehicles, in an attempt to thwart their global rise. However, isn't the real excess the increasingly intense trade protectionism in the West?

一方面,数据显示,中国新能源汽车的主要市场在国内,2023年中国新能源汽车出口量(120.3万辆),仅占新能源汽车销量的13%。

On the one hand, data show that the main market for Chinese new energy vehicles (NEVs) is domestic. In 2023, China exported 1.203 million NEVs, accounting for only 13 percent of total NEV sales.

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另一方面,中国新能源汽车在海外市场受欢迎,并不是因为价格低,而是因为质量优,性价比高。很多电动汽车的海外售价比国内价格高,但仍受国外消费者的欢迎。

On the other hand, the popularity of Chinese NEVs in overseas markets is not due to low prices, but rather their high quality and good value for money. Many electric vehicles are sold at higher prices overseas than domestically, and yet they remain popular with overseas consumers.

其次,对于产能是否过剩的判断,一方面,要立足新能源汽车产业发展阶段;另一方面,要从全球市场需求和未来发展潜力来看,要动态地看、理性地看。

As for whether there is overcapacity, this should be assessed based on the development stage of the NEV industry and global market demand and future growth potential.

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国际能源署等多家国际机构都预测,未来十年,全球新能源汽车市场规模将持续快速扩大,远超中国和全球新能源汽车现有产能。

According to the International Energy Agency and other international organizations, the global NEV market is expected to expand rapidly over the next decade, far exceeding the current global production capacity.

一些国家炒作“产能过剩论”,主要还是想以“产能过剩”为借口,出台一些贸易保护主义举措。

Some countries seem to be hyping "overcapacity" to use it as an excuse to bring in trade protectionist measures.

世界各国应该携手为新能源汽车产业创造一个开放、公平的市场环境。

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这不仅有利于新能源汽车产业的健康发展,有利于世界贸易增长和经济恢复,对于应对全球气候变化、推动绿色转型更是具有非常重要的意义。

This will not only benefit the healthy development of the NEV industry and promote global trade growth and economic recovery, but also play a crucial role in addressing global climate change and promoting green transition.

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出品人:邢志刚

监制:姚英 柯荣谊

统筹:朱萍 何娜

制片人:张霄

编导:徐洁茹

记者:刘建娜

题图摄影:张威 郑朱翎

字幕:刘建娜 Tareq Zahir

运营:刘建娜

鸣 谢 :中国科学发展战略研究院