Core Viewpoint - The European Commission has announced a new policy framework aimed at enhancing the EU's economic security and resilience in response to increasing external economic threats, marking a shift from a passive to a more proactive approach in economic policy [1][4]. Group 1: Key Initiatives - The flagship proposal under this new framework is the "RESourceEU" plan, which aims to reduce Europe's dependence on external sources for critical raw materials and semiconductors [1][5]. - The EU will focus on six priority areas, including reducing strategic dependence on key goods and services, attracting safer investments, supporting critical industrial sectors, ensuring leadership in key technologies, protecting sensitive information, and maintaining the stability of critical infrastructure [4][6]. - The EU plans to utilize existing policy tools more strategically and may introduce new policies, including the "Security Bill," "Industrial Acceleration Bill," and "Chip 2.0 Bill," among others [4][5]. Group 2: Economic Projections and Challenges - The EU's economic growth is projected to be 1.4% in 2025, an improvement from earlier estimates, but major economies like Germany, France, and Italy are expected to experience sluggish growth [6]. - The European Commission acknowledges the need for decisive action to stimulate internal growth, such as simplifying regulations and promoting innovation [6]. - There are internal challenges to the EU's policy shift, including complex coordination mechanisms and difficulties in fostering a mature venture capital environment [2][6].

今日焦点 美国方面，11月挑战者企业裁员与招聘报告将于今日午后发布。尽管该报告通常并非影响市场的一级数据，但受美国政府停摆导致数据延迟的影响，它仍是 美联储在下周会议前可获取的少数时效性较强的劳动力市场数据之一。 瑞典今日将公布11月通胀初步数据。DLSMARKETS预测，剔除能源的消费者价格指数（CPIF）为2.8%，整体消费者价格指数（CPIF）为2.8%，居民消费 价格指数（CPI）为0.8%。10月至11月核心通胀环比预计下降0.19，这主要与"黑色星期五"促销活动相关。与此同时，电力和汽油价格上涨预计将推动消费 者价格指数环比上涨0.25%。 美国财政部长斯科特·贝森特提出，美联储地区性银行行长必须在其管辖区域内居住满至少三年。这一消息值得关注，因为它表明美国政府正准备介入将于2 月启动的美联储地区性银行行长（重新）提名工作。美联储地区性银行行长由各银行自行选举产生，但选举结果需经美联储理事批准，而美联储理事则由美 国总统提名。 隔夜市场动态 日本方面，日本央行行长植田和男指出，由于难以估算日本的中性利率（目前预计在1%至2.5%之间），因此利率能上调至何种水平存在不确定性。植田和 男还暗示，在央行 ...

希望欧方恪守市场开放承诺和公平竞争原则，认真倾听并重视解决中国企业的合理建议和正当诉求，为 中国企业赴欧投资兴业营造公平、可预期的市场环境，我们也欢迎欧方把握中方实施"十五五"规划带来 的重要机遇，不断做大经贸投资增量，实现共同发展。(完) 来源：中国新闻网 编辑：王永乐 报告称"不确定性"成为当前在欧中企运营"最大梗阻" 中方回应 中新网北京11月14日电 (记者 张蔚然 张素)中国外交部发言人林剑14日主持例行记者会。 有记者提问：据报道，欧盟中国商会12日发布《中国企业在欧盟发展报告》，指出中国企业对欧营商环 境整体评分已经连续第6年下滑。81%的受访企业认为，当前营商环境"不确定性增高"；90%的受访企 业表示，欧盟"去风险"政策和经济安全战略损害业务运营和市场信心；超四成中企表示曾遭受差异化待 遇。"不确定性"成为当前在欧中企运营的"最大梗阻"。中方对此有何评论？ 林剑：我们注意到这份报告，也注意到中国企业对在欧运营持续承压感到担忧。 近年来，欧方鼓噪对华经济竞争，持续推进对华"去风险"，以维护"经济安全""公平竞争"等为名，出台 了一系列保护主义措施，在芯片、5G、电动汽车等许多中欧本可开展互利共 ...

Core Viewpoint - The European Union (EU) is increasingly anxious about its weak links in the supply chain and is establishing a database to identify "trade bottlenecks" to effectively counter economic coercion amid geopolitical tensions, particularly with the US and China [1][2][9]. Group 1: Trade Bottlenecks and Economic Security - The EU plans to create a database to identify trade bottlenecks and match this data with tools from its "trade weaponry" as a deterrent [2]. - The EU is shifting from passive defense to proactive measures, aiming to address weak links and leverage its strengths as strategic assets [2][9]. - The EU's economic security strategy is being developed in response to pressures from US trade tariffs, China's dominance in key materials, and the potential escalation of the Russia-Ukraine conflict [2][3]. Group 2: Dependence on the US and China - The EU's reliance on the US is particularly pronounced in defense, digital, and energy sectors, with a significant portion of LNG imports coming from the US [5][7]. - The EU's dependence on China is highlighted in critical sectors such as pharmaceuticals and semiconductors, where supply chain disruptions pose risks to industries like automotive [3][5]. - The EU's "digital sovereignty" is a critical weakness, as key technologies originate from US companies, limiting the EU's control over its data and technological infrastructure [5][9]. Group 3: Response Mechanisms and Strategic Initiatives - The EU's trade countermeasures include a "trade coercion tool" designed to respond to economic threats and unfair trade practices from third countries [8]. - The EU is discussing the activation of this tool against certain trade partners, which includes a range of potential retaliatory measures [8][11]. - The EU aims to enhance its autonomy in critical supply chains, particularly in areas like rare earth materials, where it currently relies on imports for approximately 98% of its needs [9][10]. Group 4: Internal Challenges and Diverging Interests - The EU faces internal challenges in unifying its stance on economic sovereignty, particularly regarding its dependence on US technology [11]. - Diverging views among member states, such as France's focus on supporting local enterprises versus Germany's emphasis on maintaining open trade relations, complicate the EU's strategic initiatives [11]. - The effectiveness of the EU's trade weaponry is contingent on the credibility of its policies, which remains a core issue [10].