呼吁规定零部件“本土含量” 欧盟汽车产业链要设“门槛”？

Core Points - European automotive suppliers are advocating for new EU regulations to ensure a significant proportion of locally manufactured components in vehicles, aiming to enhance the competitiveness, safety, and sustainability of the European automotive industry [2][3][4] Group 1: Industry Challenges - The European automotive industry is facing a critical turning point, with component suppliers creating 75% of the value and supporting 1.7 million jobs, yet facing threats from rising costs, fragmented regulations, and global competition [3] - The current market demand for European automobiles is weak, compounded by high energy costs and increased tariff expenses, leading to significant job cuts and business adjustments among suppliers [6][8] - Major companies like Bosch and ZF Friedrichshafen are announcing substantial layoffs, with Bosch planning to cut approximately 13,000 jobs by the end of 2030, primarily in its automotive components division [6][7] Group 2: Local Content and Sovereignty - CLEPA is calling for the EU to establish new rules mandating minimum local content requirements for automotive components, suggesting that local parts should account for 70% to 75% of vehicles [4][9] - The concept of "industrial sovereignty" is emphasized, with CLEPA urging the EU to implement policies that secure the long-term strategic direction of the automotive industry and attract more investments [3][5] Group 3: Key Capacity Retention - CLEPA advocates for EU measures to support local companies in enhancing their production capabilities for critical components like batteries and semiconductors, aiming to prevent the loss of key capacities [5] - The organization stresses the importance of reducing operational costs and regulatory burdens to maintain industry resilience and minimize layoffs [5] Group 4: EU Actions and Internal Disputes - The EU has already initiated discussions on local content policies, with plans to enhance European value in the battery supply chain and set specific local content requirements for electric vehicle components [9][10] - There is internal disagreement within the EU regarding the implementation of local content rules, with some industry voices, particularly from Germany, expressing concerns about excessive regulation [10][11]