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克劳斯·拉雷斯 | 十字路口的欧盟:在中美博弈中寻求战略自主?
Guan Cha Zhe Wang· 2025-07-17 08:13
Group 1 - The current global geopolitical landscape presents significant challenges for the US and Europe, with China playing a crucial role in the dynamics between these powers [1][5][6] - Europe has recognized the risks of over-reliance on China for supply chains, particularly highlighted during the COVID-19 pandemic when mask production was largely concentrated in China [2][4] - The trend towards protectionism has accelerated, prompting Europe to diversify its supply chains and seek new markets in countries like India, Bangladesh, and Vietnam [4][12] Group 2 - The relationship between Europe and the US is undergoing profound changes, with increasing tensions and challenges, particularly in defense spending and trade policies [6][7][8] - The US has imposed tariffs on European goods, which poses a significant challenge for the EU, especially for major economies like Germany that rely heavily on exports to the US [7][8] - Ongoing trade negotiations between the EU and the US are critical, with tariffs currently around 10% and potential agreements expected to impact economic relations [8][10] Group 3 - The EU faces a trade deficit with China, which has led to calls for greater market access for European companies in China [11][12] - Despite complaints from European businesses, the profitability of the Chinese market remains a key factor for continued engagement, although recent trends show declining profits [12][13] - The automotive industry, particularly in the context of electric vehicles, is a focal point for EU-China cooperation, with both sides seeking to balance competition and collaboration [13][15] Group 4 - China holds a dominant position in the rare earths market, which is critical for various industries in Europe, leading to a desire for stable trade relations [16][18] - The discussions around semiconductor technology and artificial intelligence are also pivotal, as both regions seek to enhance cooperation in these strategic sectors [16][18] - The upcoming EU-China economic summit is anticipated to address these issues, although achieving comprehensive agreements remains challenging [18][19] Group 5 - The complexity of the EU's governance structure poses challenges for its foreign policy, particularly in negotiations with external partners like the US and China [24][25] - The EU's internal dynamics, including differing national interests, complicate its ability to present a unified front in international trade and diplomacy [25][30] - The reliance on the US for security and defense continues to shape Europe's strategic decisions, despite aspirations for greater autonomy [30][31]