摩洛哥高度关注欧盟“欧洲制造”汽车新规走向

Group 1 - The EU is planning to introduce new regulations linking public subsidies to the local manufacturing ratio of products in Europe, particularly in the automotive sector, where electric vehicles must have a 70% localization ratio for parts (excluding batteries) to qualify for subsidies [1] - This initiative is part of the Industrial Accelerator Act (IAA) framework, aimed at strengthening local supply chains and reducing reliance on external sources [1] - The announcement of the related proposal has been delayed from February 26 to March 4 due to internal disagreements on the geographical definition of "European manufacturing," indicating potential adjustments to the legislation [1] Group 2 - The European public subsidy policy is increasingly emphasizing local added value, with stricter environmental regulations leading automotive companies to focus investments on electric platforms, battery systems, and smart technologies [2] - Morocco's automotive industry is deeply integrated into the European supply chain, making its performance highly dependent on European market demand and policy changes, with signs of a year-on-year decline expected by 2025 [2] - If the "European manufacturing" standards tighten further and are linked to subsidy eligibility or market access, Moroccan automotive manufacturers may face risks of order migration and slowed new investments, impacting local employment stability and economic growth [2]