Core Viewpoint - The article highlights the increasing trade friction between the EU and China, driven by the EU's recent measures that disproportionately affect Chinese companies, particularly in key industries such as semiconductors and rare earth materials [3][4][5]. Group 1: Trade Friction and Measures - The EU has recently intensified its trade friction measures, surpassing the US in the amount of anti-subsidy and anti-dumping investigations initiated, marking a significant shift in the global trade landscape [3]. - In November 2025, the trade friction index for China recorded a high of 101, with the EU having the highest index among 19 countries, particularly affecting critical sectors like semiconductors and rare earth magnets [3][4]. - Despite the high index, the absolute monetary value of trade friction measures against China decreased by 12.4% year-on-year and 2.4% month-on-month [3]. Group 2: Discriminatory Measures Against Chinese Companies - The EU has increased unreasonable discriminatory measures against Chinese enterprises, including the implementation of the Carbon Border Adjustment Mechanism (CBAM), which sets excessively high default values for carbon emissions from Chinese products [5]. - New EU regulations require member states to exclude "high-risk suppliers" in 18 critical industries, unjustly labeling certain Chinese companies as high-risk and limiting their participation in 5G infrastructure [6]. - The Chinese Ministry of Commerce has criticized these actions as unfair and discriminatory, urging the EU to provide a fair and transparent business environment for Chinese companies [6]. Group 3: Chinese Companies' Investment Outlook - In 2025, China's foreign direct investment grew by 7.1%, indicating a strong demand for Chinese companies to expand internationally [8]. - A survey of over 1,200 Chinese companies revealed that nearly 80% intend to maintain or expand their foreign investment, with 90% expressing optimism about the future of Chinese overseas investments [8]. - The Chinese government is enhancing its overseas service systems to support companies in their international ventures, with initiatives like the "Thousand Groups Going Abroad" program facilitating business negotiations in 92 countries [9].
贸促会发布新一期全球经贸摩擦指数,欧盟升至榜首
第一财经·2026-01-28 11:31