欧盟对中国电动汽车实施反补贴调查的影响及对策

Impact and Countermeasures of the EU's Anti-Subsidy Investigation on Chinese Electric Vehicles

中国逐步掌握了全球汽车产业电气化和智能化转型话语权,对以美日欧为主的传统汽车产业格局产生了冲击,难免会遭遇各种形式的贸易保护主义。欧盟作为我国主要电动汽车企业出口目的地,已于2023年9月13日宣布对中国电动汽车展开反补贴调查。虽然此举无法从根本上阻止我国电动汽车产业全球化进程,但可能在短期内会破坏市场预期,干扰我国电动汽车企业的经营决策和业务布局并提高未来进入欧盟市场门槛和成本,需要警惕并在窗口期内做好应对准备。

China has gradually gained discourse power in the electrification and intelligent transformation of the global automotive industry,impacting the traditional automotive industry structure dominated by the United States,Japan and Europe,and will inevitably encounter various forms of trade protectionism.The European Union as a major export destination for Chinese electric vehicle companies,announced on September 13,2023 that it would launch an anti-subsidy investigation into China's electric vehicles.Although the anti-subsidy investigation cannot fundamentally stop the globalization process of China's electric vehicle industry,it may disrupt market expectations and interfere with the management decisions and business layouts of China's electric vehicle companies in the short term.It could also raise the entry threshold and costs of entering the EU market in the future.Thus,it is necessary to remain vigilant and prepare for countermeasures during the window period.