“去风险”不应使中德合作脱轨,写在德国总理默茨访华之前
Xin Lang Cai Jing·2026-02-24 08:56

Group 1 - German Chancellor Merz is scheduled to visit China from February 25 to 26, with the visit seen as a "stress test" for Germany's "strategic autonomy" amid rising anxieties in Europe regarding China policy [2][9] - Analysts from institutions like MERICS highlight structural competition in green technology and friction over critical raw materials, reflecting pressures faced by German industries, particularly in automotive and machinery sectors [2][9] - The narrative of "de-risking" may obscure the deeper economic interdependence between Germany and China, as both countries remain deeply intertwined in their economic futures [2][9] Group 2 - China has become the global hub for clean technology manufacturing, dominating investments in solar panels, batteries, and electric vehicles, with Germany importing over €18 billion worth of green technology from China last year [3][10] - The EU acknowledges that importing clean technology is essential for achieving climate goals, and limiting access to competitively priced inputs could slow down the overall transition [4][11] - German companies view the Chinese market as a critical "testing ground" for innovation, with historical protectionism rarely strengthening Europe's industrial base [4][11] Group 3 - From 2016 to 2025, China is projected to remain Germany's most important trading partner, with bilateral trade expected to reach €253 billion by 2025 [5][12] - Direct investment from Germany to China surged by over €7 billion in the first 11 months of 2025, as companies seek to isolate risks and strengthen local supply chains [5][12] - Volkswagen's CEO emphasizes the futility of retreating from the Chinese market, positioning it as the company's "second home market" and committing to an aggressive "In China, for China" strategy [5][12] Group 4 - The upcoming visit by Chancellor Merz is seen as a crucial opportunity to bridge the gap between Europe's industrial anxieties and climate ambitions, advocating for a dual strategy that balances internal cohesion with international cooperation [6][13] - The visit is expected to focus on mutual market access, transparent regulatory frameworks, and open green trade, reinforcing the economic realities binding both regions [6][13] - Despite a fragmented geopolitical landscape, Germany and China share solid common interests in maintaining stability, deepening industrial cooperation, and advancing climate agendas [7][14]

“去风险”不应使中德合作脱轨,写在德国总理默茨访华之前 - Reportify