中欧电动汽车案破局，中企迎来价格承诺新考题

Core Viewpoint - The negotiations between China and the EU regarding the anti-subsidy case for electric vehicles have yielded positive results, allowing Chinese electric vehicle companies to submit price commitment applications to avoid high anti-subsidy taxes [1][2]. Group 1: Negotiation Outcomes - The European Commission has released guidelines for submitting price commitment applications, ensuring a non-discriminatory and objective review process for Chinese companies [1]. - The anti-subsidy tax rates range from 7.8% to 35.3%, and the ability to replace these taxes with price commitments significantly lowers export costs for companies [1]. - The resolution of this dispute reduces the risk of trade friction and supports the collaborative development of the global new energy industry, aligning with both parties' decarbonization goals [1][2]. Group 2: Implications for Chinese Electric Vehicle Companies - Companies must thoroughly understand the details of the new rules to avoid potential risks, such as ensuring pricing does not exceed competitive levels or fall below review standards [3]. - There is a need for targeted optimization of operational processes, including detailed cost accounting for various vehicle models and simplifying sales channels to enhance pricing transparency [3]. - Companies heavily reliant on low-priced models should reconsider their local production strategies to avoid trade barriers and align with EU industrial policies, transitioning from "product export" to "local manufacturing" [3][4]. Group 3: Future Considerations - The EU will review Volkswagen's Chinese subsidiary's import quotas and price commitments by December 2025, which will serve as a reference for other companies [4]. - The introduction of the guidelines marks a new beginning for the electric vehicle industry, emphasizing the need for compliance and adaptation to maintain competitive advantages in the European market [4].