【环球时报记者 倪浩 环球时报驻德国特约记者 昭东】欧盟正在酝酿一项雄心勃勃的产业政策，拟对汽 车等关键产品设定高达70%的"欧洲制造"本地含量标准，并优先采购本土商品，旨在"减少对外部依 赖"。然而这一政策即将公布之际在欧盟内部引发分歧，有人担心欧洲产品的价格远高于亚洲进口产 品，这可能会使企业每年的成本增加超过100亿欧元，并削弱欧洲产品的市场竞争力。 " 本地含量 " 门槛高 据英国《金融时报》12月3日报道，这项名为《工业加速器法》的提案预计将于12月10日正式公布。这 项政策将通过政府补贴和公共采购等激励措施予以推广。例如，汽车只有达到本地化率标准才能获得政 府补贴，电动汽车电池也必须达到一定的欧洲制造比例。报道称，欧洲制造业正努力应对"来自亚洲廉 价进口产品"的竞争，尤其是在清洁技术和某些工业领域，其中汽车行业将被重点关注。一些官员担 心，欧洲制造的产品价格可能导致其失去市场竞争力。报道援引3名欧盟官员的分析称，作为产业政策 计划的一部分，某些关键产品的"本地含量"门槛可能高达70%，但具体目标将根据产业的关键性和依赖 性而有所不同。《金融时报》的报道认为，这项政策可能会迫使欧盟公司购买更昂贵的零 ...

Core Points - The EU is planning an ambitious industrial policy that sets a local content standard of up to 70% for key products like automobiles, aiming to prioritize domestic goods and reduce external dependencies [1][2] - The proposal, known as the "Industrial Acceleration Law," is expected to be announced on December 10 and will be led by EU Commissioner Stéphane Séjourné, reflecting France's long-standing push for domestic production [1][2] - The policy is designed to provide government subsidies and public procurement incentives, with only vehicles meeting the local content benchmark eligible for government support [1][2] Group 1 - The local content threshold may reach 70%, but specific targets will vary based on the industry's criticality and dependency [2] - The automotive sector will be a primary focus, with incentives only for vehicles that meet the local content standards [2] - The policy will also analyze the EU's production capacity for each component, with potential requirements for solar panel inverters to achieve basic European manufacturing [2] Group 2 - There are concerns that the policy could impose significant financial burdens on companies, potentially increasing costs by over €10 billion annually for EU firms [4] - Officials worry that European-made products may be significantly more expensive than Asian imports, which could lead to higher costs for businesses and loss of market competitiveness for certain products [4][5] - The EU's heavy industries, including steel, are struggling to maintain profit margins against cheap Asian imports, exacerbated by high energy prices and tariffs [5]

Core Viewpoint - The article discusses the growing frustration among U.S. allies regarding the Trump administration's tariffs and defense spending threats, leading to significant repercussions for U.S. defense contractors, particularly the F-35 fighter jet program [1][5]. Group 1: Impact on Defense Contracts - Spain has abandoned a multi-billion dollar F-35 procurement plan due to disputes over NATO's defense spending targets and U.S. tariffs [1][3]. - Switzerland is facing pressure to cancel its F-35 order, which is valued at approximately $15 billion, due to the impact of U.S. tariffs and rising costs [3][5]. - India is reportedly planning to retaliate against U.S. tariffs by suspending its purchase of American weapons, further threatening U.S. defense sales [1][5]. Group 2: Political and Economic Implications - The actions of Spain and Switzerland reflect a broader reevaluation of defense relationships with the U.S., indicating a significant backlash against U.S. tariff policies [1][3]. - The F-35 program, produced by Lockheed Martin, relies on a global supply chain, and reduced orders could lead to increased costs per aircraft [3][6]. - The article highlights that the Trump administration's tariffs are pushing European nations towards developing their own defense capabilities, potentially undermining U.S. military sales [7]. Group 3: Responses from U.S. Officials - Former Pentagon officials express that U.S. allies feel harmed by the tariffs, which could lead to long-term damage to U.S. defense relationships [1][6]. - Lockheed Martin attempts to downplay the impact of these cancellations, citing ongoing interest from other countries like the UK, Denmark, and Belgium [5][6]. - The White House defends the tariff policy as beneficial for the U.S. military-industrial base, claiming it will generate significant revenue for American companies [5].