一边筑壁垒，一边送补贴！欧盟与德国对中国电动车，为何态度截然相反？

Core Insights - The article discusses the evolving trade dynamics between China and Europe regarding electric vehicles, highlighting a dual approach where the EU is tightening regulations while Germany is opening its market [1][4]. Group 1: EU Regulatory Framework - The EU has shifted its strategy from using tariffs to establish a complex regulatory framework aimed at creating a "minimum import price" for Chinese electric vehicles, which is intended to ensure fair competition [2][3]. - This new regulatory approach includes detailed measures to prevent "cross-subsidization risks," indicating a proactive stance in reshaping market competition conditions [2][3]. Group 2: Germany's Market Strategy - Germany has announced a €3 billion subsidy plan for electric vehicles that is brand-neutral, contrasting with the EU's protective measures, aimed at stabilizing domestic demand amid a significant drop in new registrations [4][5]. - The subsidy plan is designed not only for short-term market stimulation but also to encourage competition and innovation within the domestic automotive industry, acknowledging the advantages of Chinese companies in supply chain efficiency [4][5]. Group 3: Challenges for Chinese Automakers - Chinese electric vehicle manufacturers face a dual challenge of complying with stringent EU regulations while simultaneously expanding their market presence in Germany [6][7]. - The need for deep localization is emphasized, requiring Chinese companies to establish R&D centers in Europe and adapt their operations to align with local market demands and regulatory frameworks [7][8]. Group 4: Future Competitive Landscape - The competition will increasingly focus on regulatory standards and the ability to influence future norms in areas such as carbon footprint and data security, necessitating a proactive approach from Chinese firms [7][8]. - The article concludes that the interplay between EU regulations and German market strategies represents a broader trend in global industrial cooperation, highlighting the need for strategic foresight and local adaptation by Chinese companies [8].