想要减少“对外依赖”，却恐增加企业成本，欧盟拟对“欧洲制造”设本地含量标准

Core Viewpoint - The EU is planning an ambitious industrial policy that sets a local content standard of up to 70% for key products like automobiles, aiming to reduce external dependencies, but this has sparked internal disagreements due to concerns over increased costs and competitiveness [1][2]. Group 1: Local Content Standards - The proposed "Industrial Accelerator Law" is expected to be officially announced on December 10, with incentives such as government subsidies tied to local content standards for products like electric vehicle batteries [2]. - Some EU officials express concerns that high local content requirements could lead to increased costs for manufacturers, potentially exceeding 10 billion euros annually [2][3]. Group 2: Employment and Industry Protection - Measures aimed at promoting "European manufacturing" are intended to prevent significant job losses in the manufacturing sector, particularly in the automotive industry, which is facing challenges due to uneven transitions to electric vehicles [3]. - The French government is advocating for moderate protection of the automotive sector, acknowledging the vulnerability of component suppliers to foreign competition [3]. Group 3: Supply Chain and Recycling Initiatives - The EU is also focusing on securing the supply of critical raw materials by limiting the export of rare earth and recyclable battery waste starting in 2026, as part of the REsourceEU plan [5]. - The EU aims to meet over 65% of its critical raw material needs independently, with projections indicating that recycling efforts could support the production of 200,000 electric vehicle battery packs annually [5]. Group 4: Industry Competitiveness - Factors contributing to the decline in European industrial competitiveness include rising operational costs due to energy supply decoupling from Russia and diminishing advantages in labor costs and technology [4]. - Industry experts suggest that Europe should adopt a more open and collaborative approach to economic issues, avoiding the politicization of trade and security matters [6].