China’s solar exports booming, up 64% in 2022 despite global trade tensions

尽管全球贸易局势紧张，中国的太阳能出口仍蓬勃发展，2022年实现了64%的增长

China’s solar exports grew 64% to US$52 billion in 2022 despite global trade tensions, according to latest analysis from Wood Mackenzie.

"Trade tensions have taken a back seat to high power prices driven by the energy crisis, and this is causing consumers and developers from around the world to buy more solar panels from China,” said Alex Whitworth, research director from Wood Mackenzie. 

根据伍德麦肯兹的最新分析，尽管全球贸易局势紧张，但中国2022年的太阳能出口增长了64%，达到520亿美元。

伍德麦肯兹研究主管亚历克斯•惠特沃斯表示：“能源危机推动电价飙升，各国只能将贸易紧张局势搁置一边，消费者和开发商从中国购买了更多太阳能电池板。”

China’s exports were mainly dominated by modules in 2022 – Europe remained the country’s top solar module export market with 56% share, according to Wood Mackenzie findings. But solar cells saw more than 100% growth as the global PV market expanded, with Southeast Asia taking 31% share of China’s solar cell exports. US tariffs on Chinese-made modules have driven module production to Southeast Asia, where many manufacturing facilities import cells from China.

根据伍德麦肯兹的调查结果，2022年中国的出口主要以组件为主—欧洲仍然是中国最大的太阳能组件出口市场，占56%的份额。但随着全球光伏市场的扩大，太阳能电池的增长超过了100%，东南亚占中国太阳能电池出口的31%。美国对中国制造的组件征收关税，组件生产已逐步转移至东南亚，当地许多制造工厂从中国进口电池。