拿到好处刚回国，马克龙便开始有话说？ 马克龙此次访华行程从12月3日持续至5日，先后访问了北京和成都两地。在成都大熊猫基地，他看着大 熊猫"圆梦"啃竹笋的画面在社交媒体上热传，半小时后就冲上了中法两国社交网络热搜之外。 这经贸合作方面取得的成果也相当可观。中国商飞与空客签署了价值160亿欧元的采购协议，中国还同 意支持空客在天津建设第二条总装线，并将法国电动车进口配额从每年5万辆提高到12万辆。 刚笑脸就冷脸，马克龙去四川游一圈，"变脸"学到了精髓！ 然而12月7日，返回法国的马克龙在接受《回声报》采访时的表态却与访华期间的热情洋溢判若两人。 他声称："如果他们不做出反应，解决欧盟与中国之间的贸易逆差问题，我们欧洲人将不得不采取严厉 措施，像美国那样停止合作，例如对中国商品加征关税。" 这实际已不是马克龙首次上演"变脸"戏码。2023年4月马克龙访华时，也曾受到中方高规格礼遇，签下 空客扩产、核能合作等重磅大单，但回国后却在欧盟层面牵头推动对中国电动车加征最高35.3%的惩罚 性关税。 只得说，对于欧洲，纵然马克龙高呼"向东看"，但法国也离不开欧洲。 而欧盟对华贸易逆差会创下新高，甚至超过美国，首先从数据看， ...

路透：中国将干邑白兰地协议与中欧电动汽车关税谈判挂钩。 ...

Group 1 - The core point of the article highlights President Trump's threat to impose a 50% tariff on goods imported from the EU, significantly impacting industries such as the German automotive sector [1] - In 2024, 13.1% of new cars exported from Germany are destined for the US market, indicating the importance of this market for German automakers [1] - Major car manufacturers like Porsche, BMW, Volkswagen, and Mercedes-Benz, which have production lines concentrated in Europe, may need to raise prices to cope with the high tariffs, potentially leading to losses [1] Group 2 - The US market is the largest export destination for French cognac, accounting for over 50% of its global sales, making it highly vulnerable to tariff changes [1] - If a 50% tariff is imposed, the French cognac industry could face annual losses exceeding 2 billion euros, with some wineries possibly exiting the US market permanently [1]

Group 1 - The U.S. President Trump threatens to impose a 50% tariff on EU imports starting June 1, significantly higher than the previously announced 20% tariff, causing turmoil in capital markets [1] - The German automotive industry is particularly affected, with 13.1% of new cars exported to the U.S. in 2024, leading to significant stock price declines for major companies like Porsche, BMW, Volkswagen, and Mercedes-Benz [1] - The French cognac industry faces severe challenges, as the U.S. market accounts for over 50% of global sales, with potential losses exceeding 2 billion euros annually if the 50% tariff is implemented [1] Group 2 - The French cosmetics industry is at risk, with the U.S. being the largest export market outside the EU, generating approximately 2.5 billion euros annually, and overall European cosmetics exports to the U.S. exceeding 18 billion euros [1] - The German chemical and pharmaceutical sectors have lowered their business expectations due to the unstable U.S. tariff policies, which reduce export opportunities for chemical products and raise concerns for pharmaceutical companies [2]

Group 1: Economic Impact on Germany - The proposed 50% tariff on EU imports could lead to a cumulative loss of €200 billion for the German economy from 2025 to 2028, potentially increasing to €250 billion if the EU retaliates [3][4] - The German GDP is expected to decline by 0.1% this year due to the tariffs [3] - The automotive industry, a key sector in Germany, is particularly vulnerable, with 13.1% of new car exports going to the US in 2024 [7] Group 2: Industry-Specific Concerns - The automotive sector may face significant challenges, with companies like Porsche potentially increasing prices to offset tariffs, risking losses [7] - The French cognac industry, which relies on the US market for 50% of its global sales, could be severely impacted if tariffs are implemented [7] - Other European industries, including machinery, aerospace, chemicals, and pharmaceuticals, are also expected to suffer heavy losses due to high tariffs [11] Group 3: EU Response and Trade Relations - The EU has expressed strong dissatisfaction with the proposed tariffs, emphasizing the need for mutual respect in trade agreements [8] - EU officials have indicated that they will not make concessions on key issues and are prepared to respond to US tariffs [8] - The ongoing trade tensions are likely to create further uncertainty in the global economy, with potential negative impacts on both US and EU markets [9][11]

Group 1: Automotive Industry - The automotive sector in Germany is significantly impacted by the US tariff policy, with major companies like Porsche, BMW, Volkswagen, and Mercedes-Benz experiencing stock price declines of over 3% [2] - In 2024, 13.1% of new cars exported from Germany are destined for the US, making the industry vulnerable to tariff increases [2] - Porsche, lacking a production base in the US, faces potential losses as 30% to 40% of its vehicles are exported from Germany, leading to increased prices to offset tariffs [2][5] Group 2: Spirits Industry - The French Cognac industry could face severe challenges if the US imposes a 50% tariff, as the US is the largest export market, accounting for over 50% of global sales [7] - The potential tariff could result in annual losses exceeding 2 billion euros for the French Cognac sector, with some producers possibly exiting the US market permanently [7] Group 3: Cosmetics Industry - The French cosmetics industry relies heavily on the US market, which is its largest export destination outside the EU, with annual exports valued at approximately 2.5 billion euros [10] - The imposition of tariffs could exacerbate competition from other global cosmetics exporters, putting the competitiveness of European, particularly French, cosmetics at risk [10] Group 4: Chemical Industry - The German chemical and pharmaceutical sectors are facing declining business expectations due to the uncertainty surrounding US tariff policies, which may reduce export opportunities [11][13] - The German Chemical Association is focusing on developing internal EU markets and other markets to mitigate the impact of US tariffs [11][13]

Core Points - France is actively seeking to avoid a trade war with China, as indicated by a recent phone call from French President Macron's foreign affairs advisor to Chinese Foreign Minister Wang Yi, emphasizing the need for dialogue to resolve economic disputes [3][5] - The backdrop of this communication includes previous tensions where the EU imposed unreasonable tariffs on Chinese electric vehicles, which France had a significant role in instigating [3][5] - The pressure on France to engage with China also stems from domestic business groups urging the government to mitigate escalating trade tensions, particularly in light of potential tariffs from the US [5][7] Economic Context - The EU is currently facing economic pressures not only from internal disputes but also from external threats, particularly from the US regarding tariffs, prompting France to take a proactive stance in its trade relations with China [5][7] - The French cognac industry has been particularly vocal in urging the government to negotiate with China to prevent further economic fallout from trade disputes [5] Geopolitical Implications - The conversation between France and China also touched upon the ongoing situation in Ukraine, with both parties expressing a desire for a fair and sustainable peace agreement, highlighting a shared interest in regional stability [5][7] - The current geopolitical landscape, characterized by the US's direct negotiations with Russia, has left Europe feeling sidelined, which may influence its future diplomatic strategies [7][9]