全球需求收缩下的中国外贸机遇：取暖"补单"与光伏"爆单"
中国取暖设备制造商迎来超长旺季
Chinese heating equipment manufacturers experience extended peak season
原本在9月就基本出货完成的中国取暖设备制造商，迎来了比往年都要长的旺季，并已加足马力开启了加班加点的生产状态。
Chinese heating equipment manufacturers, who usually complete shipments by September, are experiencing a longer peak season than previous years and have gone into overdrive with overtime production.
"这波返单客户要得比较急，我们出货必须快，晚了就赶不上，欧洲的冬天都要过去了。"浙江慈溪富运电器公司总经理徐松烈表示，今年返单的订单规模约为全年的10%，而在过去，返单率不过3%～5%。
"These replenishment orders are urgent. We must ship quickly, otherwise we'll miss the European winter," said Xu Songlie, general manager of Zhejiang Cixi Fuyun Electric. This year's replenishment orders account for about 10% of annual sales, compared to just 3%-5% in previous years.
欧洲能源危机催生取暖设备需求
European energy crisis drives demand for heating equipment
取暖器、电热毯等家电类取暖设备迎来补单潮的动因，是欧洲能源危机持续，天然气供给受限且价格上涨之下，欧洲人开始寻求用电或能耗更低的取暖设备等解决方案，也对中国的供应链有了更大的依赖。
The surge in orders for heaters, electric blankets and other heating appliances stems from Europe's ongoing energy crisis. With constrained natural gas supplies and rising prices, Europeans are turning to electric or more energy-efficient heating solutions, increasing their reliance on Chinese supply chains.
海关总署数据显示，电暖器、电热毯在今年6～8月的出口量大幅增加且逐月上升，8月电暖气出口量达到732万台，电热毯出口量达到489万条。
Customs data shows exports of electric heaters and blankets surged from June to August, reaching 7.32 million heaters and 4.89 million blankets in August alone.
热泵成为欧洲采暖新选择
Heat pumps emerge as new heating option for Europe
作为一种可再生能源利用装置，热泵是电制热的有效方式，可以为住宅、商业、工农业等供暖、供冷和提供热水，也在天然气短缺的背景下，成为越来越多欧洲人采暖的替代方案。
As a renewable energy device, heat pumps provide efficient electric heating, cooling and hot water for residential, commercial and industrial use. Amid natural gas shortages, they're becoming an alternative heating solution for more Europeans.
根据产业在线的数据，2022年前7个月，中国空气源热泵出口额同比增长达63.7％，且量价均有提升，预计全年空气源热泵出口规模同比增长54.5%。
Industry data shows China's air-source heat pump exports grew 63.7% year-on-year in the first seven months of 2022, with both volume and prices rising. Full-year exports are projected to increase 54.5%.
光伏新能源出口持续火爆
Solar energy exports remain strong
"今年以来，我们太阳能光伏组件、逆变器及家用储能锂电池等产品的销量都在翻倍增长。"无锡萨科特新能源科技有限公司副总经理夏家喜表示，公司今年上半年就完成了去年全年的产值。
"Our sales of solar panels, inverters and home lithium battery storage have all doubled this year," said Xia Jiaxi, deputy general manager of Wuxi Sacolar New Energy Technology. The company achieved its full-year 2021 output value in just the first half of 2022.
中国光伏行业协会数据显示，今年上半年，光伏硅片、电池片、组件3个环节的产品出口总额达259亿美元，同比增长113%，再创新高。
China Photovoltaic Industry Association data shows exports of silicon wafers, cells and modules totaled $25.9 billion in H1 2022, up 113% year-on-year, hitting new records.
行业竞争加剧与未来展望
Intensified competition and future outlook
夏家喜表示，受原材料涨价影响，太阳能板等产品在销售额翻倍的同时，产品的利润率只有去年的一半。面对欧洲市场需求的强劲增长，终端价格尚且只降不升。
Xia noted that while solar panel sales have doubled, profit margins are just half of last year's due to rising material costs. Despite strong European demand, end prices continue to decline rather than rise.
厦门一抠能源技术有限公司CEO王皓认为，全球光伏的产能肯定会在某个时间过剩，而企业发展的策略就是在把控市场风险的前提下有序扩展，"长期需求还是向好的"。
Wang Hao, CEO of Xiamen Ecoh Energy Technology, believes global solar capacity will eventually face oversupply. Companies should expand prudently while managing market risks, as "long-term demand remains positive."
阿里巴巴国际站建议国内新能源商家注重提升全链路的服务能力，完善欧美主流市场的产品认证，海外售后安装和维修能力也将成为加分项。
Alibaba International recommends Chinese new energy suppliers enhance full-chain service capabilities, obtain certifications for mainstream Western markets, and improve overseas installation and after-sales services.
