中欧电动汽车案破局 中企迎来价格承诺新考题

Group 1 - 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 based on the newly released guidelines [1][2] - The European Commission has committed to an objective and fair review of the applications submitted by Chinese companies, which can replace high anti-subsidy tariffs (ranging from 7.8% to 35.3%) with price commitments, thus reducing export costs and mitigating risks of profit compression or market exit [1][2] - The guidelines clarify the application process and pricing standards, eliminating policy uncertainties and enabling companies to plan export strategies and long-term development more clearly, while also fostering collaboration across the electric vehicle industry chain [1][2] Group 2 - The achievement of this "soft landing" is significant, as the EU initiated an anti-subsidy investigation into Chinese electric vehicles in October 2023, leading to a five-year anti-subsidy tariff starting October 30, 2024, which cast a shadow over Chinese electric vehicle exports [2] - Chinese electric vehicle companies are encouraged to adapt proactively within the new regulatory framework, ensuring they understand the detailed rules to avoid potential risks, such as pricing too high or too low, and managing complex sales channels to prevent cross-subsidy issues [3] - Companies should optimize operational processes by establishing detailed cost accounting systems for various export models and simplifying sales channel structures to enhance pricing transparency and reduce regulatory verification difficulties [3] Group 3 - Companies heavily reliant on low-priced models need to reassess their local production strategies, as price commitments limit low-price competition, and local production in Europe can fundamentally avoid trade barriers while aligning with EU industrial policy [3] - The EU will review the import quotas and price commitments of Volkswagen's Chinese subsidiary by December 2025, serving as a practical case that will provide important references for subsequent companies [4] - The introduction of the guidelines creates valuable opportunities for the electric vehicle industry, marking a new starting point for companies to adapt to regulatory constraints and market competition, solidifying their development advantages in the European market [4]