被美国关税大棒打疼，冯德莱恩为拿到访华通行证，向中国让了两步

Group 1: US-EU Trade Negotiations - The deadline for US-EU trade negotiations is approaching, with unresolved tariff issues and significant internal divisions within the EU [1] - The US has set July 9 as the deadline for tariff suspension, after which EU exports to the US could face tariffs as high as 50% [1] - Current US tariffs include 50% on steel and aluminum products, 25% on automobiles, and a 10% baseline tariff on other goods, causing substantial economic losses for Germany [1] Group 2: EU's Response to US Tariffs - The EU is preparing retaliatory measures in two phases, with the first phase targeting $210 billion worth of US goods and the second phase potentially affecting $950 billion worth of goods, including aircraft and automobiles [1] - The economic impact of a 50% tariff could affect $321 billion in US-EU trade, potentially reducing US GDP by nearly 0.6% and increasing inflation by over 0.3% [1] Group 3: EU's Concessions to China - EU Commission President Ursula von der Leyen has softened her stance on rare earths, seeking expedited export licenses from China for EU companies [3] - The EU previously aligned with the US in criticizing China’s control over rare earths but is now recognizing the importance of Chinese supplies for European manufacturers [3] - China dominates the rare earth market, accounting for 61% of global extraction and 92% of refining, with the EU heavily reliant on Chinese imports [3] Group 4: Strategic Balancing by the EU - Von der Leyen aims to balance relations between the US and China, using China as leverage to negotiate better terms with the US [5] - The German automotive industry, which constitutes 5% of Germany's GDP, is particularly vulnerable to trade tensions, with significant exports to the US at stake [5] - The EU's approach may be complicated by the US's demands, which are perceived as unfair and potentially detrimental to EU interests [7] Group 5: Future Considerations for the EU - The EU must reassess its strategy to avoid alienating both the US and China, as trade relations with both are crucial for economic stability [7] - The upcoming EU-China summit presents an opportunity for the EU to clarify its position and negotiate terms that benefit its economic interests [7]