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危机升级!中欧贸易战开打!欧盟宣布对我们制裁?中国打出稀土牌?
Sou Hu Cai Jing·2025-11-09 21:09

Group 1 - The EU has established a "special channel" for rare earth supply with China, but simultaneously initiated a countervailing investigation into Chinese rubber tires, highlighting the contradictions in its trade policy [1] - Since 2023, the EU has implemented several trade restrictions against China, including a 38.1% tariff on Chinese electric vehicles, a takeover of a Chinese semiconductor firm, and the recent tire investigation due to a 50% increase in tire exports from China at prices 65% lower than European products [1][2] - China plans to impose export controls on rare earths starting April 2025, with the EU heavily reliant on China for 65.5% of its rare earth supply, and Germany at 75%, leading to concerns over supply chain vulnerabilities [1][2] Group 2 - European automakers like Volkswagen and Renault are increasingly collaborating with Chinese firms to develop electric vehicles, despite the EU's hardline stance against China, indicating a disconnect between EU policy and industry needs [2] - The EU's approach reflects a double standard, as it compromises with the US while adopting similar trade measures against China, resulting in a loss of negotiation leverage, particularly in the context of recent US-China agreements on rare earth supplies [2][4] - The EU's trade barriers have not deterred the competitiveness of Chinese products, as the market share of Chinese electric vehicles in Europe increased from 3.5% to 3.9% in Q4 2024, with a significant portion produced by Western brands in China [5]