2026/03/23
【Financial Times】China battery trio gain $70bn as Iran war sparks ‘paradigm shift’
【英媒：金融時報】中國電池三巨頭市值增長 700 億美元，伊朗戰爭引發「範式轉移」
https://ppt.cc/fruIcxShare price rises for clean energy companies outstrip oil majors as investors bet on switch to renewables
清潔能源公司的股價漲幅超過了石油巨頭，因為投資者押注於能源向再生能源的轉型。
China’s top battery makers have gained more than $70bn in market capitalisation since the US and Israel attacked Iran, highlighting investor expectations of a long-term boost for clean energy.
自美國和以色列攻擊伊朗以來，中國頂尖電池製造商的市值已增長超過 700 億美元，凸顯了投資者對清潔能源長期增長的預期。
Shares in CATL, BYD and Sungrow, which produce batteries and energy storage equipment, have outperformed global oil majors such as Chevron, ExxonMobil and BP since the war began.
自戰爭開始以來，生產電池與儲能設備的寧德時代（CATL）、比亞迪（BYD）和陽光電源（Sungrow）的股價表現，均優於雪佛龍（Chevron）、埃克森美孚（ExxonMobil）和英國石油（BP）等全球石油巨頭。
The surge in clean energy shares illustrates how China and other oil importers may respond to the war by investing more in renewables in order to boost their energy security.
清潔能源股價的飆升，說明了中國及其他石油進口國可能會如何應對戰爭：透過加大對再生能源的投資，以提升其能源安全。
Neil Beveridge, who leads Bernstein’s energy research, expects China, the world’s biggest oil importer, to double down on its plan to “electrify everything”. Other large Asian economies, including Japan, South Korea and Taiwan, may also seek out clean energy and fuels.
聯博（Bernstein）能源研究負責人 Neil Beveridge 預計，作為全球最大的石油進口國，中國將加倍推動其「全面電氣化」計劃。日本、韓國和台灣等其他亞洲主要經濟體，也可能尋求清潔能源與燃料。
“This totally changes the whole energy paradigm,” he said, adding: “Even if the war ends next month...there is no going back.”
他表示：「這完全改變了整個能源範式（paradigm）。即使戰爭在下個月結束……也回不去了。」
CATL’s China-traded shares have risen 19 per cent; Sungrow is up 19.4 per cent; and BYD, also the world’s top EV maker, has gained 21.9 per cent since the US-Israeli strikes were launched at the end of February.自 2 月底美以發動襲擊以來，寧德時代在中國交易的股價上漲了 19%；陽光電源上漲了 19.4%；而身為全球最大電動車製造商的比亞迪則上漲了 21.9%。
That compares to share price increases of 15.2 per cent for BP, 8 per cent for Chevron, 8.3 per cent for Shell and 4.7 per cent for ExxonMobil. The oil companies have benefited from a 47 per cent rise in oil prices over the same timeframe.
相較之下，英國石油股價上漲 15.2%，雪佛龍上漲 8%，殼牌（Shell）上漲 8.3%，埃克森美孚上漲 4.7%。這些石油公司在同一時期受益於油價 47% 的漲幅。
Electricity grids need batteries for storage as they rely more on renewables, which produce power intermittently. Batteries are also essential to support energy-hungry data centres.
由於電網日益依賴具有間歇性發電特性的再生能源，因此需要電池進行儲能。此外，電池對於支援耗能巨大的數據中心也至關重要。
The value of just the domestic Chinese market for grid-scale battery storage is forecast to surge to $199bn by 2032, from $48bn last year, according to Mobility Foresights, a research group.
根據研究機構 Mobility Foresights 的預測，光是中國國內的電網級電池儲能市場規模，就將從去年的 480 億美元激增至 2032 年的 1,990 億美元。
Li Shuo, director of the China Climate Hub at the Asia Society Policy Institute, pointed out that recent attacks on liquefied natural gas infrastructure in the Gulf highlight the “inherent risks of fossil fuel dependency”.
亞洲協會政策研究所（Asia Society Policy Institute）中國氣候中心主任李碩指出，近期波斯灣液化天然氣（LNG）基礎設施遭受的攻擊，凸顯了「依賴化石燃料的固有風險」。
“East Asian countries most reliant on imported LNG will soon face an immeasurable economic shock, despite their distance from the conflict,” he said, adding that developing countries “would be wise” to invest heavily in clean energy and transport to shield themselves from such geopolitical shocks in the future.
他表示：「儘管距離衝突地區遙遠，但最依賴進口液化天然氣的東亞國家很快將面臨無法估量的經濟衝擊。」他補充道，發展中國家「明智之舉」是重金投資清潔能源與交通，以保護自己免受未來地緣政治衝擊的影響。
聯博（Bernstein）能源研究負責人 Neil Beveridge ：
日本、韓國和台灣等其他亞洲主要經濟體，也可能尋求清潔能源與燃料。
▲真巧，符合台灣現狀.....
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