2026-03-03T13:29:00-0500 / CBS新闻
北京—— 随着能源供应严重中断，中国正准备应对美国和以色列与伊朗战争带来的全面经济影响。中国是全球最大的能源进口国，而冲突导致的石油进口中断可能成为北京的潜在致命弱点——就在特朗普总统备受期待的访华前夕。
根据全球独立担保与风险管理机构挪威船级社（Det Norske Veritas）的分析，中国整体石油和天然气进口的70%来自波斯湾，且大部分能源供应都依赖该地区。
中国与全球化智库主席王亨利（Henry Wang）周二告诉CBS新闻，中国的供应链将受到他称之为”人为制造的危机”的严重影响。
“我认为这肯定会伤害中国，但不仅限于中国，我认为全世界都会受到伤害。霍尔木兹海峡被封锁，这不仅会影响中国，还会影响亚洲、欧洲、拉丁美洲，甚至美国，”王说道。
周日，中国最高外交官王毅谴责这场战争，指责美国暗杀主权国家领导人，违反国际法，并将该地区”推向危险的深渊边缘”。
中国与伊朗的外交关系可追溯至半个多世纪前。2018年特朗普政府退出伊朗核协议后，美国对德黑兰重新实施制裁，根据分析公司Kpler 2025年的数据，伊朗已将高达80%的石油出售给中国。
行人走过上海一处展示原油期货行情的屏幕（2026年3月2日）。贾德·高（Jade GAO）/法新社/盖蒂图片社
一些专家认为，北京通过购买伊朗石油支持了伊朗政权。Kpler的数据显示，去年中国日均购买138万桶伊朗石油。
但王告诉CBS新闻，这对北京而言仅仅是一笔普通交易，外界对中国与伊朗关系的这种描述并不公平。
“我认为这只是正常贸易，”王表示，”就像我们看到俄罗斯与乌克兰的战争中，金砖国家如印度也在从俄罗斯购买能源。不能因为一个国家不喜欢伊朗，就要求世界其他国家也不能购买其石油。”
尽管中国政府称其为全球增长最快的绿色经济，正在快速推广可再生能源和核能，但中国对石油的需求仍在持续上升。
“我认为，尽管中国现在拥有大量绿色能源，且替代能源能力大幅提升，但中国50%的能源仍然依赖石油，以及其他天然气和其他来源，”王告诉CBS新闻。
去年，在马来西亚沿海的廖内群岛，CBS新闻记者目睹了一支”影子船队”运输伊朗石油，并与中国油轮进行船对船转运——如果战争持续，这条供应路线将突然中断。王称，中国的石油储备足以应对持续冲突四至五个月。
许多分析师认为，美国领导的对伊朗打击是白宫通过打击能源供应来遏制中国的战略的一部分。王表示，虽然不能否认这会影响中国的供应，但也可能摧毁美国及其盟友。
“我认为特朗普总统正在自残。这伤害了欧洲国家，伤害了七国集团（G7）国家，也伤害了美国。不仅仅是中国，整个全球经济都将受到影响。我们并非生活在孤立的环境中，一切都相互交织，”他说。
特朗普将在本月底前往中国与习近平主席举行峰会。两位领导人于2月通话，讨论了台湾问题和美国对台军售等议题。
去年，中美两国在陷入脆弱缓和之前，也曾陷入不断升级的关税战。而伊朗战争和中东局势将为世界两个超级大国之间的关系增添另一层紧张。
Beijing braces for economic impact as Iran war threatens Chinese oil: “A manmade crisis”
2026-03-03T13:29:00-0500 / CBS News
Beijing — China is bracing for the full economic impact of the U.S. and Israeli war with Iran as its energy supplies are severely disrupted. China is the largest importer of energy in the world, and the disruption to oil imports caused by the conflict could be a potential Achilles’ heel for Beijing, just weeks before President Trump’s highly anticipated state visit to China.
China imports 70% of its oil and gas overall and a majority of its energy comes from the Persian Gulf, according to analysis from Det Norske Veritas, an independent global assurance and risk management provider.
Henry Wang, president of the Centre for China & Globalization, told CBS News Tuesday that China’s supply line will be seriously impacted by what he calls a “manmade crisis.”
“I think this will certainly hurt China, but not just limited to China, I think the whole world will be hurt. The Strait of Hormuz has been blocked and it’s going to impact not only China, but also Asia, Europe, Latin America, even the U.S.,” Wang said.
On Sunday, China’s top diplomat Wang Yi condemned the war, accusing the U.S. of assassinating a sovereign leader, violating international laws, and pushing the region “to the brink of a dangerous abyss.”
China and Iran’s diplomatic relationship dates back more than five decades. After U.S. sanctions were reimposed on Tehran over its nuclear weapons program following the first Trump administration’s withdrawal from the Iran nuclear agreement in 2018, Iran has sold up to 80% of its oil to China, according to 2025 data from analytics firm Kpler.
Pedestrians walk next to a screen showing the commodity futures for crude oil in Shanghai on March 2, 2026. Jade GAO /AFP via Getty Images
Some experts believe Beijing has propped up the regime with its purchase of Iranian oil. Last year, China bought 1.38 million barrels per day of Iranian oil, data from Kpler shows.
But Wang told CBS News that it’s merely transactional for Beijing and an unfair representation of how China sees the relationship.
“I just think that is a normal trade,” Wang said. “Just like we see the Russian war with Ukraine and we see all the BRICS countries like India buying from Russia. So just because one country doesn’t like Iran, you cannot really ask the rest of the world that you cannot buy its oil.”
While Beijing is rolling out renewables and nuclear energy at a pace its government has called the fastest growing green economy in the world, the Chinese demand for oil continues to rise.
“I think even though China does have a lot of green power now and has greatly enhanced its capability in alternative energy sources, 50% of China’s energy still depends on petroleum and many other natural gas and other sources,” Wang told CBS News.
Last year, off the coast of Malaysia in the Riau Archipelago, CBS News witnessed a shadow fleet transporting Iranian oil and conducting ship-to-ship transfers with Chinese tankers — a supply route that will abruptly halt if the war drags on. Wang says China has petroleum reserves of up to four to five months in the event of prolonged conflict.
Many analysts believe the U.S.-led strikes on Iran are part of a White House strategy to contain China by targeting its energy supplies. Wang said that while there is no denying the effect this will have on China’s supplies, it could also cripple the U.S and its allies.
“I think President Trump is doing self-harm. It hurts European countries, it hurts G7 countries, and it hurts the U.S. as well. Not just China. The whole global economy. We’re not living in an isolated environment. It’s all intertwined,” he said.
Mr. Trump will travel to China for a summit with President Xi Jinping at the end of the month. The two leaders last spoke on the phone in February when the issue of Taiwan and U.S. arms sales to the island were raised in the conversation.
Last year, the U.S. and China were also engaged in an escalating tariff war before they reached a fragile détente. But the war in Iran and events in the Middle East will only add another level of tension to the relationship between the world’s two superpowers.
