该计划属于欧盟拟推出的《工业加速法案》(Industrial Accelerator Act,IAA)框架。目前法案尚未获得欧 盟委员会正式通过，但政策信号已较为明确，即通过强化本地产业链来减少对外部供应链的依赖。另据 路透社报道，欧盟委员会原定于2月26日公布相关方案，但因内部对"欧洲制造"地理范围界定存在分 歧，已推迟至3月4日发布。这表明法案内容仍有调整空间，后续还需在欧盟理事会及欧洲议会层面磋 商。同时，欧洲钢铁行业游说组织Eurofer也在推动将钢铁纳入该机制，并主张对"本地"作出更为严格的 界定。该组织负责人表示，并非所有与欧盟签署自由贸易协定的国家都应自动被纳入"本地"范围。 分析认为，若"欧洲制造"标准进一步收紧，并与补贴资格或市场准入挂钩，促使欧洲车企将供应链环节 更多回流欧盟内部，以确保政策合规性和成本优势，摩洛哥将面临订单外移与新增投资放缓的双重风 险。由此带来的连锁反应，可能影响当地就业稳定、产业配套体系发展以及外资流入节奏，对经济增长 形成一定压力。 当前，欧洲公共补贴政策不断强化本土附加值要求，环保法规持续趋严，整车企业投资重心明显向电动 平台、电池系统和智能化领域倾斜，产业升级步 ...

Core Viewpoint - The European Union (EU) is considering mandatory technology transfer from Chinese companies operating in Europe to enhance its industrial competitiveness, which has been met with strong opposition from China [1][3]. Group 1: EU Measures - The proposed measures will apply to Chinese companies seeking to enter key digital and manufacturing markets, such as automotive and battery sectors [1]. - Companies may be required to use a certain percentage of EU goods or labor and add value to products within the EU [1]. - The measures are part of the EU's "Industrial Acceleration Bill" and are expected to be announced in November [1]. Group 2: EU Officials' Statements - EU Trade Commissioner Maroš Šefčovič emphasized that foreign investments should create jobs and add value in Europe, similar to what European companies do in China [2]. - Danish Foreign Minister Rasmussen suggested that the EU should learn from the experiences of the US and China regarding investment conditions and technology transfer [2]. Group 3: Analysis of Impacts - Experts suggest that the EU's approach is targeted and aims to use technology transfer as a barrier for Chinese companies, potentially leading to a "de-risking" effect by pushing unwilling firms out of the market [3][4]. - The implementation of such measures could result in missed opportunities for Europe if companies exit the market due to unwillingness to comply with technology transfer conditions [4]. - Even if some companies agree to the technology transfer, it may create future cooperation issues as such agreements would not be based on mutual consent [4].