摩洛哥汽车业与服务外包业过度依赖欧洲市场

Core Insights - Morocco's economy is growing, but key industries like automotive and outsourcing face structural challenges due to over-reliance on the European market [1][2] - The Moroccan government is focusing on market diversification and accelerating industrial transformation to address these challenges [1] Automotive Industry - In 2024, Morocco's industrial exports are projected to reach nearly $40 billion, accounting for 88% of total exports, with the automotive sector contributing approximately $16 billion [1] - The automotive sector has created 200,000 jobs, but has seen a decline in exports, with a 12.7% year-on-year decrease from January to July, amounting to a loss of $510 million [1] - The EU's ban on fuel vehicle sales by 2035 is intensifying market pressures, prompting Morocco to accelerate its focus on electric vehicles and battery production [1] - The Moroccan Competition Council predicts a 40% growth in the automotive industry by 2027, with the African internal market expected to exceed $42 billion [1] Outsourcing Industry - The outsourcing sector is also facing challenges, particularly with France's new regulation banning unsolicited telemarketing calls, which could result in a revenue loss of $107 million and nearly 10,000 job reductions [2] - Currently, the outsourcing industry generates $1.8 billion in annual revenue and employs 90,000 people [2] - Economists emphasize the need for Morocco to strengthen local supply chains and enhance market diversification and localization capabilities to mitigate international risk impacts [2]