安泰洞见近日， 上海交通大学安泰经济与管理学院特聘教授、上海交大ESG研究院执行院长 尹海涛受邀接受中国国际电视台（CGTN）专访，就当前中东局势对全球经济的影响、中国新能源发展的战略价值及供应链韧性等议题发表深度见解。以下是双语采访内容：交大安泰尹海涛教授接受CGTN专访：以绿色转型稳定全球经济Prof. YIN Haitao on CGTN:
China's Green Energy Transition as an Anchor for Global Economic Stability尹海涛交大安泰经济系教授上海交大ESG研究院执行院长深耕环境经济与政策、能源经济与政策领域CGTN中东冲突正在推高油价及铝、锂等关键工业原材料价格，全球通胀压力与供应链压力随之加剧。中国多年来持续大力投资新能源基础设施，这些投入在多大程度上为全球消费者提供了应对能源价格波动的缓冲？
The Middle East conflict is driving up prices not only for oil, but for key industrial inputs such as aluminum and lithium, intensifying inflation and supply chain stress worldwide. China has spent years investing heavily in new energy infrastructure. How successfully have these investments cushioned global consumers from energy price volatility?
尹海涛 Prof. YIN此轮危机中，中国成功实现了国内能源价格的整体稳定——这不仅是中国人民的福祉，对全球消费者而言同样是一个积极信号。中国数十年来对新能源的持续深耕，已构建起一套更清洁、更低廉、也更具韧性的能源体系。截至2025年底，中国风电和光伏发电装机容量已达18亿千瓦，约占全国电力总装机容量的47%。就度电成本而言，风电、光伏的平准化发电成本（LCOE）已降至每千瓦时0.2元人民币以下，远低于长期占据主导地位的煤电。
对铝冶炼、锂加工等众多工业部门而言，电力成本在整体成本结构中举足轻重。中国稳定且低廉的电价，正是此轮危机中抵御油价上涨所引发通胀压力的有力对冲。此外，中国新能源汽车产业的蓬勃发展同样功不可没——新能源汽车在新车销量中的占比已突破50%，大幅降低了中国对石油的依赖度；而大量极具竞争力的新能源汽车出口海外，也帮助其他国家的消费者加快向低油耗出行方式转型，在全球范围内形成更广泛的抗油价冲击机制。
In this crisis, China has successfully stabilized its domestic energy prices — which is not only good news for the Chinese people, but a meaningful contribution to global consumers as well. China's decades-long investment in new energy development has yielded an energy system that is cleaner, more affordable, and critically, more resilient. By the end of 2025, China's installed capacity of wind and solar power had reached 1.8 billion kilowatts, accounting for roughly 47 percent of the country's total electricity generation capacity. In terms of cost, the levelized cost of electricity (LCOE) for wind and solar has now fallen below 0.2 yuan per kilowatt-hour — far cheaper than coal, which had long been the primary source of power generation in China.
For many industrial sectors — aluminum and lithium processing, among them — electricity costs play a defining role in the overall cost structure. China's cheap and stable electricity prices serve as a direct counterweight to the inflationary pressures triggered by rising oil prices during this crisis. I should also highlight the contribution of China's booming electric vehicle industry. With EVs now accounting for more than 50 percent of new car sales, China has significantly reduced its dependence on oil. And the large-scale export of affordable EVs is helping consumers in other countries accelerate their transition away from oil-dependent transportation — broadening the buffer against global oil price shocks well beyond China's own borders.
CGTN中国制造业供应链在霍尔木兹海峡受阻的压力下展现出相当强的韧性。中国如何借助这一稳定性，进一步巩固其全球制造业中心的地位？
China's manufacturing supply chain has proven relatively resilient in the face of disruptions around the Strait of Hormuz. How can China leverage this stability to strengthen its already formidable position as the world's manufacturing hub?
尹海涛 Prof. YIN我认为，中国过去是、现在是、未来也将继续是全球供应链至关重要的稳定锚点，这一判断有三点支撑：其一，中国约占全球制造业总产值的三分之一，是国际供应链体系中不可或缺的核心节点。其二，如前所述，中国已构建起清洁、低廉且具有韧性的能源体系，依托可再生能源体系与高效交通运输体系的持续完善，中国的生产成本与物流成本将长期保持竞争优势。
其三，中国在遵循国际商业规则与全球贸易惯例方面积累了一贯稳定的信誉。基于以上三点，我相信中国将在未来相当长的时间内，持续发挥全球供应链稳定器的重要作用。
China is, and will continue to be, a vital stabilizer for the global supply chain — and I say that for three reasons. First, China contributes approximately one-third of global manufacturing output, making it an irreplaceable node in international supply networks. Second, as I mentioned, China has established a cleaner, cheaper, and more resilient energy system. With its firm commitment to building out renewable electricity capacity and a highly efficient transportation infrastructure, production and logistics costs in China will remain competitive for the long term. Third, China has built a consistent track record of adhering to the norms and conventions of global commerce. Taken together, these three factors give me confidence that China will serve as a reliable anchor for the global supply chain for years to come.
尹海涛教授的分析揭示了当前全球经济格局演变的深层逻辑：在地缘政治紧张局势持续重塑全球能源与贸易秩序的背景下，中国的绿色能源转型正展现出远超国内层面的战略价值，成为动荡格局中不可忽视的结构性稳定力量。来源：安泰MBA中心编辑、翻译：胥琦排版：黄靖妤、孙璐责任编辑：孙璐推 荐 阅 读点赞！