光抢安世半导体不够？冯德莱恩：欧洲机遇已到，首先从中国下手

Core Points - The article discusses the European Union's (EU) struggle to maintain industrial competitiveness against China, particularly in the clean technology sector, while facing internal and external pressures [3][10][19] - The EU's ambitious climate goals, including a 90% reduction in greenhouse gas emissions by 2040 and achieving net-zero emissions by 2050, are challenged by geopolitical realities and supply chain vulnerabilities [3][12][19] Group 1: EU's Industrial Strategy and Challenges - The EU aims to reshape its industrial competitiveness and reduce emissions significantly, viewing this as a necessary response to China's dominance in clean technologies [3][16] - The recent actions by the Dutch government to freeze the control of a semiconductor company by a Chinese firm highlight the EU's urgent need to secure its supply chains, particularly in the automotive sector [5][6] - The EU's reliance on Chinese technology and the subsequent supply chain disruptions have forced it to reconsider its aggressive stance towards China [6][19] Group 2: Geopolitical Dynamics - The EU's efforts to establish a "green alliance" are complicated by the withdrawal of the U.S. from the clean energy race, as indicated by Trump's policies favoring fossil fuels [10][12] - The EU faces pressure from traditional energy suppliers, such as the U.S. and Qatar, regarding its stringent environmental regulations, which could jeopardize energy supplies [12][18] - The EU's internal divisions regarding financial support for Ukraine using frozen Russian assets reflect broader strategic contradictions within the bloc [14][19] Group 3: Future Outlook - The EU's current approach of confrontation with China may not be sustainable, as it struggles with internal dissent and external pressures [19] - The article suggests that the EU may need to adopt a more cooperative stance with China, focusing on mutual benefits rather than competition [19] - The ongoing semiconductor supply crisis serves as a wake-up call for the EU, emphasizing the need for a balanced strategy that includes collaboration with China [6][19]