德媒爆料欧洲金主已换,中国不再是首选,投资风向大变?
Sou Hu Cai Jing·2026-01-18 05:42

Group 1 - The shift in Europe's attitude towards China has transformed from viewing it as a lucrative market to a competitive threat, particularly in the automotive sector [1][2] - European companies, especially in Germany, have seen a significant decline in their market share and profits due to the rise of Chinese brands like BYD in the electric vehicle market [2][4] - By 2025, China's automotive exports are projected to reach nearly 5.6 million units, marking a growth of over 10% year-on-year, while Germany's industrial output has declined [4][10] Group 2 - European media and experts are advocating for a strategic shift, suggesting that Europe should focus on core areas like semiconductors and precision machinery while reducing reliance on China [5][7] - The EU has initiated anti-subsidy investigations and imposed tariffs on Chinese electric vehicles, reflecting a more protectionist stance [7][10] - Despite the challenges, some German companies are seeking partnerships with Chinese firms, such as Volkswagen collaborating with XPeng Motors to develop electric vehicles [11][13] Group 3 - The competitive landscape is intensifying, with projections indicating that by 2026, China's share of the global automotive market will continue to rise while Europe's share may decline [8][10] - Germany's exports to China have decreased by nearly 10% by 2025, leading to concerns about over-reliance on the Chinese market [11][15] - The ongoing competition necessitates a unified industrial strategy in Europe to maintain its influence in global trade [10][15]