法国连开3枪，召集26国反华？中企被突袭调查，局势开始恶化

Group 1 - The European Union (EU) has decided to impose a fixed tariff of 3 euros on all small packages imported directly from non-EU countries with a declared value below 150 euros, effective from July 1, 2026, paving the way for a permanent tariff arrangement [1][3][5] - This temporary measure is aimed primarily at Chinese platforms that rely on low-value direct mail, indicating a significant shift towards regular customs duties and increased regulatory scrutiny [3][5][12] - The EU received 4.6 billion low-value packages in 2024, with approximately 90% originating from China, highlighting the growing gap between regulatory capabilities and the volume of small packages [5][7] Group 2 - Recent enforcement actions include unannounced inspections of Temu's European headquarters in Dublin and investigations into Nuctech under the Foreign Subsidies Regulation, indicating a tightening regulatory environment for Chinese companies operating in Europe [3][7][12] - French President Macron has emphasized the need for stronger tools, including tariffs, to address the trade imbalance with China, reflecting a broader sentiment among EU member states regarding consumer protection and fair competition [8][10][12] - The EU's regulatory framework is evolving, with potential implications for compliance costs and operational transparency for platforms and supply chains, as the focus shifts from low-cost advantages to higher compliance requirements [13][15][19] Group 3 - The EU's approach may lead to a "political bargaining" scenario where platforms can negotiate compliance measures in exchange for regulatory predictability, while also addressing external competitive pressures [15][16] - If tariffs and enforcement actions expand to more product categories, European consumers may face price increases, and Chinese companies could experience tighter supply chain constraints, accelerating geographical reallocation of orders and investments [19][21] - The relationship between China and the EU may experience short-term friction, particularly in e-commerce and technology sectors, but the long-term trajectory will depend on the implementation of temporary tariffs and the handling of subsidy cases [21]