晨报 成材 负责人：赵 毅 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 成 材：武秋婷 从业资格号：F3078638 投资咨询号：Z0018248 电话：010-62688555 成材：关注周度基本面变化 钢价盘整 从业资格号：F3038114 投资咨询号：Z0014834 电话：010-62688541 整理 投资咨询业务资格： 原材料： 冯艳成 从业资格号：F3059529 投资咨询号：Z0018932 电话：010-62688516 有色金属：于梦雪 从业资格号：F03127144 投资咨询号：Z0020161 电话：021-20857653 成文时间： 2026 年 3 月 5 日 逻辑：成材昨日延十四届全国人大四次会议 3 月 4 日举行首场新闻发 布会。大会发言人娄勤俭表示：（1）今年将坚持扩大内需这个战略基点， 大力提振消费，制定托育服务法等法律，党和国家促进民营经济发展的基 本方针政策不能变也不会变，中央将出台更多惠港政策措施。（2）中美 应相互尊重，和平共处，合作共赢；中欧经贸关系的本质是优势互补，互 利共赢，对华合作有利于欧洲发展经济；（3） ...

由此可见，推动法国乃至整个欧洲对中国大幅加征关税的主张，实际上并不具有现实的操作依据，更多 的是在现阶段的焦虑中产生的一种空想式的方案，缺乏深思熟虑。然而，我们也不容忽视的是，欧洲在 某种程度上已经将中国视为制度性竞争对手，这一点逐渐加重。受制于意识形态的牵绊，每当欧洲与中 国打交道时，总免不了谈论一些空泛的人权问题，或在台海问题上发表不必要的言辞。欧洲一方面希望 中国企业能积极赴欧投资、建厂、转移技术，推动本地产业链发展；另一方面，却在某些关键领域逐渐 脱离对中国的依赖，甚至采取不正当手段阻挠中企的正常运营，比如安世半导体的争议。 欧洲当前正处于一种极为纠结的状态，面对着俄乌冲突持续升温的威胁和美国贸易关税战带来的巨大压 力，如何妥善处理对华的态度成为一大难题。而在这其中，法国总统马克龙的选择，无疑是至关重要 的。法国政府的咨询机构——高等战略与规划委员会于今年2月发布的一项报告指出，中国产品凭借 30%至40%的成本优势，正在逐步渗透到欧洲的一些传统优势产业，比如汽车、电池、机床、化工等领 域。这一变化的直接后果是，法国的四分之一出口产品与德国三分之二的工业产值正面临强劲的竞争压 力。报告甚至发出了警告： ...

唐大使对中拉企业合作将奇瑞汽车引入波罗的海市场表示热烈祝贺。表示前期中欧双方本着相互尊重的 态度，就欧盟对华电动汽车案进行了多轮磋商并取得重要积极成果，不仅有利于中欧经贸关系健康发 展，也为中拉汽车产业合作注入了信心，向世界展示了中欧愿共同维护以规则为基础的国际贸易秩序， 为各国通过对话协商妥善解决分歧树立良好范例。希望未来能够看到更多两国企业合作的案例，为双方 人民带来更多福祉。 近日，唐松根大使应邀出席奇瑞汽车波罗的海地区首发仪式并致辞，张健二秘陪同。 ...

专题：跨国企业在中国 新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发 展表现。点击查看【 ESG评级中心服务手册】 文 | 新浪财经 李欣然 在当前全球格局深刻调整、科技创新与绿色转型交织并进的时代背景下，中国与欧盟作为世界两大重要经济体，其互动与合作不仅关乎双边关 系，也对全球产业链重构、气候治理和数字经济发展具有深远影响。面对地缘政治变局、供应链韧性挑战以及人工智能等新兴技术带来的变 革，中欧双方如何在竞争与合作中寻找平衡点，成为关注的焦点。 为此，新浪财经对话了欧洲商业联合会（BusinessEurope）总干事 Markus J. Beyrer，围绕绿色转型、AI治理、供应链调整以及中欧经贸关系前 景等核心议题，分享其对欧盟政策取向、企业战略应对以及双边合作路径的洞察与思考。 欧洲商业联合会（BusinessEurope）总干事 Markus J. Beyrer 以下为对话原文： 新浪财经：在地缘政治局势紧张与能源转型的双重压力下，您觉得欧盟政策应如何在提升企业竞争力与加速绿色转型之间取得平衡？在您 看来，将环境和社会因素纳 ...

Group 1 - The core viewpoint emphasizes the importance of stability and certainty in China-US economic cooperation, urging both sides to implement the consensus reached by their leaders [2] - China maintains an independent and peaceful foreign policy, focusing on mutual respect and equality in international relations, and aims to uphold the international order based on international law and the UN Charter [3] - The essence of China-EU economic relations is characterized by complementary advantages and mutual benefits, with China advocating for a fair and transparent market environment for its enterprises in Europe [4]

Group 1 - The core viewpoint of the article emphasizes the importance of creating a fair, non-discriminatory, transparent, and predictable market environment for Chinese enterprises in Europe [1] - French President Macron stated that while China is welcome, there is a need for more foreign direct investment from China in key areas [1] - The Chinese Ministry of Foreign Affairs highlighted that the essence of China-EU economic and trade relations is mutual benefit and complementarity, driven by significant R&D investment and a complete industrial chain [1] Group 2 - The Chinese government encourages capable and willing Chinese enterprises to invest in Europe following market principles [1] - The Ministry of Foreign Affairs expressed hope that the European side would adopt a long-term perspective and an open mindset to promote the healthy development of China-EU economic and trade relations [1]

Group 1 - The Chinese government emphasizes the importance of implementing the consensus reached by the leaders of China and the United States to enhance economic cooperation and provide stability to the global economy [2] - France's President Macron calls for increased Chinese investment in Europe, highlighting the need for a fair and non-discriminatory market environment for Chinese enterprises [3] - The essence of China-Europe economic relations is based on mutual benefits and complementary advantages, with China encouraging its companies to invest in Europe under market principles [3] Group 2 - The Chinese government has consistently supported capable Chinese enterprises in pursuing investments in Europe, urging European counterparts to maintain an open mindset and promote healthy economic relations [3] - The current international situation is described as unstable, and strengthening cooperation between China and the UK is seen as beneficial for both countries and the world [2] - The Chinese side is open to discussions regarding trade negotiations with the US, suggesting that specific inquiries should be directed to the relevant authorities [2]

Core Viewpoint - The essence of China-Europe economic and trade relations is complementary advantages and mutual benefits, with China emphasizing its competitive edge stemming from significant research investment, market competition, and a complete industrial chain [1] Group 1: Economic Relations - China does not deliberately pursue a trade surplus and is willing to be both the "world factory" and the "world market" [1] - The Chinese government encourages capable and willing Chinese enterprises to invest in Europe following market principles [1] Group 2: Market Environment - China hopes that the European side will maintain a long-term perspective and an open mindset to promote the sustainable and healthy development of China-Europe economic relations [1] - The Chinese government seeks a fair, non-discriminatory, transparent, and predictable market environment for Chinese enterprises in Europe [1]

Core Viewpoint - The Chinese government views the economic and trade relationship between China and Europe as one of complementary advantages and mutual benefits, emphasizing the need for a long-term perspective and an open mindset from the European side [1][2]. Group 1: Economic Relations - The essence of China-Europe economic and trade relations is based on complementary advantages and mutual benefits [1][2]. - China's competitive advantage in products is attributed to significant research and development investment, sufficient market competition, and a complete industrial chain, rather than subsidies [1][2]. - China does not deliberately pursue a trade surplus and is willing to be both the world's factory and market [1][2]. Group 2: Investment Environment - The Chinese government consistently encourages and supports capable and willing Chinese enterprises to invest in Europe following market principles [1][2]. - There is a call for the European side to create a fair, non-discriminatory, transparent, and predictable market environment for Chinese enterprises [1][2].

Core Viewpoint - The Chinese Ministry of Commerce emphasizes the importance of maintaining an open market and urges the European side to exercise restraint in using restrictive trade tools, highlighting the need for mutual benefits in China-EU economic relations [1] Group 1: Economic Relations - The essence of China-EU economic relations is characterized by complementary advantages and mutual benefits [1] - The cooperation between China and the EU results from various factors, including differences in economic development stages, industrial structures, and market demand changes [1] Group 2: Trade Restrictions - The EU has intensified trade restrictions against China, initiating 12 trade remedy investigations and 3 foreign subsidy investigations this year [1] - Several Chinese companies have been blocked from participating in public procurement and greenfield investments in EU member states [1] Group 3: Call for Cooperation - The Chinese Ministry of Commerce calls for both sides to adhere to the important consensus reached during China-EU leader meetings, jointly oppose protectionism, and maintain an open market [1] - There is a request for the European side to provide a fair, transparent, non-discriminatory, and predictable business environment for Chinese enterprises engaging in trade and investment in Europe [1]