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斯里兰卡可再生能源领域:地缘竞争下印度与中国的战略平衡

Sri Lanka’s Renewable Energy Sector: Strategic Balancing Between India and China Amid Geopolitical Rivalries - Centre for Public Policy Research (CPPR)

2026年5月7日 15:00
出海解读

斯里兰卡可再生能源市场正成中印角力场,中企承揽EPC或供货需应对来自印度企业的强竞争及地缘政治干预风险,但该国70%可再生目标仍存机会窗口。

AI 摘要

印度和中国正通过投资斯里兰卡可再生能源领域,扩大在印度洋地区的地缘政治影响力,各自怀有不同战略动机。斯里兰卡地处关键航道,成为两国竞相争取的合作伙伴,其能源格局正演变为地缘政治角逐场。一份来自公共政策研究中心(CPPR)的报告剖析了印中投资的性质与动机,并探讨这些外资如何帮助斯里兰卡实现能源安全及2030年可再生能源发电占比70%的目标。

原文正文

India and China are actively competing to expand their geopolitical influence in the Indian Ocean Region by investing in Sri Lanka’s renewable energy sector, each driven by distinct strategic motivations. Sri Lanka’s critical position along the world’s busiest maritime trade routes makes it a coveted partner for both powers, transforming its energy landscape into a geopolitical battleground. This paper examines the nature and motivations behind Indian and Chinese investments in Sri Lanka’s renewable energy sector, analysing how these investments reflect broader rivalries over regional hegemony, while also exploring how such foreign capital supports Sri Lanka in achieving energy security and meeting its target of generating 70 per cent of electricity from renewables by 2030.

Following the devastating economic crisis of 2021, Sri Lanka has embarked on structural reforms and renewed investment attraction, with renewables now accounting for approximately 55 per cent of total electricity production. However, bridging the gap to its 2030 targets demands enormous financial and technological support, drawing both India and China deeper into the sector. This paper also critically examines how these competing investments raise concerns over Sri Lanka’s sovereignty, as the risk of debt-trap diplomacy and strategic displacement of rival projects illustrate the delicate balancing act Sri Lanka must perform as it navigates between two contrasting models of engagement.

Rose Jacob and Sameer Sharif were Research Interns at the Centre for Public Policy Research (CPPR), Kochi, Kerala, India. Dhritishree Bordalai is a Senior Research Associate in International Relations.

Views expressed by the authors are personal and need not reflect or represent the views of the Centre for Public Policy Research.

Dr Dhritishree Bordalai holds a PhD from the Centre for European Studies (CES), School of International Studies (SIS), Jawaharlal Nehru University (JNU), New Delhi. She has a Certificate in Public Policy and Management from the Indian Institute of Management, Kozhikode (IIM-K), and has been awarded the UGC-DAAD Short-Term Scholarship during her PhD at the Otto-Suhr-Institut für Politikwissenschaft (OSI), Freie Universität Berlin, Germany.

She has attended several national and international conferences on her area of research and presented a paper at the Young Researchers Conference in JNU. Her core areas of research are migration, security and refugee studies.

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