Group 1 - Macron's visit to China from December 3 to 5 resulted in significant economic cooperation, including a €16 billion procurement agreement between COMAC and Airbus, and an increase in France's electric vehicle import quota from 50,000 to 120,000 units annually [3][5] - The EU's trade deficit with China is projected to reach a record high, surpassing that with the US, with China's trade surplus with the EU expected to surge to $310 billion from October 2024 to October 2025 [8][10] - Since 2019, China's trade surplus with the EU has nearly doubled, while its trade surplus with the US has contracted due to tariff policies, indicating a structural shift in trade dynamics [8][10] Group 2 - Goldman Sachs has raised its GDP growth forecast for China from 2025 to 2027, warning that China's strong export-driven growth may come at the expense of other high-tech producers in Europe [12] - Macron's threats of tariffs on Chinese goods reflect internal EU divisions, particularly with Germany, which has a high dependency on China and has seen a 9% decline in exports to China since 2019 [14][21] - Germany's manufacturing jobs have decreased by nearly 7% since 2019, with about 500,000 industrial jobs lost, partly due to competitive pressures from China [16]
刚拿到好处就变脸,马克龙威胁:若中国不降逆差,欧洲可能加关税
Sou Hu Cai Jing·2025-12-08 11:50