价格承诺还是加关税，中国车企出口欧洲要做“选择题”

Core Viewpoint - The recent developments in the EU-China electric vehicle case are expected to significantly boost market confidence and inject new momentum into automotive trade and investment cooperation between China and Europe [1]. Group 1: Price Commitment Guidance - The European Commission has released guidance allowing Chinese electric vehicle manufacturers to submit price commitment applications, which can replace anti-subsidy duties if approved [1][2]. - The guidance allows companies to choose the range of products covered by the price commitment, enabling them to apply for specific models while exporting others under anti-subsidy duties [3][4]. - The price commitment mechanism is designed to offset the damage caused by Chinese electric vehicle exports to the EU industry, potentially through minimum import prices or export quantity restrictions [2]. Group 2: Challenges and Recommendations - The complexity of the price commitment design poses challenges, as it must meet EU requirements while ensuring the commercial sustainability of companies in the European market [10]. - Companies are advised to conduct comprehensive assessments of their operational and export situations, including product structure and pricing systems, to avoid simplistic decision-making [9][11]. - The guidance emphasizes the need for companies to prepare compliance materials and ensure data accuracy to mitigate legal and operational risks [10]. Group 3: Historical Context and Future Implications - The EU initiated an anti-subsidy investigation against Chinese electric vehicles in October 2023, citing unfair subsidies that harm the local automotive industry [14]. - The investigation is politically significant, as it was self-initiated by the EU rather than prompted by external parties [14]. - The release of the guidance on January 12, 2024, is seen as a positive outcome following multiple negotiations, indicating a "soft landing" for the electric vehicle case and benefiting future cooperation in the automotive supply chain between China and Europe [15].