欧盟与美国关税战妥协后，已经失去与中美同台博弈的资格

Group 1 - The ongoing geopolitical tensions between China and the US are escalating, with the EU observing from the sidelines. China's rare earth export control measures will take effect on November 8, prompting European countries to take action, especially in light of the semiconductor shortages affecting the automotive industry due to the Nexperia incident [1] - Germany's Foreign Minister Baerbock has publicly criticized China for its stance on multilateralism while allegedly supporting North Korea and Russia. This criticism reflects a growing hardline approach from the German government towards China, despite Germany's heavy reliance on the Chinese market [3][4][8] - The cancellation of the German Foreign Minister's visit to China is linked to the Russia-Ukraine conflict, with the German government attempting to sway public sentiment against China by associating it with the war [6][8] Group 2 - Data from JATO Dynamics indicates that Chinese automotive brands have nearly doubled their sales in Europe in the first half of the year, approaching the sales levels of Mercedes-Benz, highlighting the competitive pressure on European automotive manufacturers [7] - The economic challenges faced by Germany, such as high energy costs and insufficient orders, are exacerbated by US tariff policies, leading to a growing frustration towards China as European companies struggle to compete with local brands [8][10] - At the recent EU leaders' summit, French President Macron threatened that if the EU cannot address China's rare earth export controls, member states may consider using the EU's strongest trade tools, including the Anti-Coercion Instrument (ACI), to respond [10][12] Group 3 - The EU is facing significant economic challenges, including sluggish growth and high energy prices, which are limiting its development. The EU's competitiveness in key sectors is lagging behind that of the US and China, necessitating fundamental structural reforms [12][14] - Despite previous proposals to activate the ACI, there has been little progress, indicating a shift towards a more confrontational stance against China as the EU reacts to the rare earth export controls [15][17] - Rare earths are critical for modern industry, and even with increased investment, the West is unlikely to catch up to China's technological capabilities in the next five to ten years, positioning China advantageously in the global landscape [17]