Core Viewpoint - The article discusses the escalating tensions between Europe and China in the renewable energy sector, highlighting Europe's aggressive stance on technology transfer and China's strategic countermeasures through rare earth export controls [1][11]. Group 1: European Actions and Concerns - Europe has adopted a double standard, criticizing China's market openness while imposing administrative measures against Chinese companies [3][9]. - The European electric vehicle industry is struggling, with over 70% of global battery production capacity held by Chinese firms, leading to the bankruptcy of local players like Northvolt [5][9]. - European companies are concerned that forced technology transfers will not yield the expected results, as core R&D capabilities cannot be easily replicated [7][9]. Group 2: China's Response - China has implemented precise controls on rare earth exports, which are crucial for high-end manufacturing, directly impacting European industries reliant on these materials [11][13]. - The Chinese government maintains that it adheres to WTO rules and opposes Europe's unreasonable demands for technology transfer [15][29]. - Chinese companies are shifting focus to other markets, such as the Middle East and Southeast Asia, to mitigate the impact of European policies [24][25]. Group 3: Internal European Dynamics - There is internal discord within Europe, with several countries reliant on Chinese investments and markets expressing reluctance to escalate tensions [18][20]. - Major European companies are voicing concerns over the EU's policies, fearing significant losses in the Chinese market [20][22]. Group 4: Future Implications - If Europe continues its current approach, it risks losing access to critical rare earth supplies, jeopardizing its high-end manufacturing and green transition goals [29][30]. - The article suggests that a cooperative approach, rather than a confrontational one, would benefit both Europe and China, leading to mutual advantages in the renewable energy sector [30][32].
欧洲要中国交技术,中国反手关门,谁在自断后路?
Sou Hu Cai Jing·2025-10-17 17:23