欧洲集体施压中国，德法力挺荷兰，谈判关键条件曝光

Core Points - The article discusses the escalating tensions between Europe and China, particularly focusing on the Netherlands' takeover of ASML and the subsequent reactions from Germany and France, highlighting the urgency for negotiations and the complexities involved [1][3][9] Group 1: Events Timeline - On September 29, 2025, the U.S. placed Wingtech Technology on the export control entity list, prompting the Netherlands to take control of ASML the next day, citing "economic security" [3] - On September 30, the Netherlands announced the custody of 99% of ASML's shares and dismissed Chinese executives, claiming governance issues [3] - By mid-October, German automotive manufacturers faced significant disruptions, with Volkswagen reducing production due to shortages of electric motor modules [3][5] Group 2: Export Controls and Responses - On October 9, China's Ministry of Commerce announced export regulations on specific rare earth elements, further escalating tensions [5] - Germany and France expressed support for the Netherlands at an EU summit while urgently seeking negotiations with China, indicating a desire to resolve semiconductor and rare earth issues [5][9] - China stated that discussions on rare earth and high-tech exports could occur but required reciprocal easing of high-tech export approvals from the EU [7][9] Group 3: Supply Chain Impact - The takeover of ASML has led to significant supply chain disruptions in Europe, particularly affecting companies reliant on Chinese packaging and assembly [7][10] - European industries, especially in the electric vehicle sector, are heavily dependent on rare earth elements, with China controlling over 80% of global supply, leading to stockpiling and delivery issues [7][10] - The ongoing negotiations and the concept of "reciprocity" are critical to resolving the current supply chain crisis, with both sides facing pressure to reach an agreement [10]