The European Union’s decision to impose additional tariffs of up to 38.1% on electric vehicles imported from 中国 has drawn criticism from Beijing and raised concerns about a potential trade war. The move follows an investigation into China’s state support for its EV industry, which the EU believes is causing harm to European carmakers, reports 美国有线电视新闻网.

欧盟在保护与绿色目标之间取得平衡

The EU’s provisional decision to hike tariffs on Chinese EVs highlights the bloc’s increasingly protective stance on trade with China. Western officials are concerned that strategically important industries could be wiped out by cheap Chinese imports. However, the EU must also balance protecting its industry with delivering on commitments to green its economy, including a ban on the sale of new gasoline and diesel cars from 2035.

The European Commission stated, “The EU’s green transition cannot be based on unfair imports at the expense of EU industry.”

对中国电动汽车制造商征收不同关税

欧盟对中国三大电动汽车制造商征收了不同程度的新关税：

比亚迪：17.1% 额外关税
吉利汽车（拥有沃尔沃):20% 额外任务
SAIC：38.1% 额外任务

其他配合欧盟调查的中国电动汽车制造商将面临 21% 的额外关税，而未配合调查的制造商将被征收 38.1% 的额外关税。特斯拉该公司在中国生产许多汽车，可能会在稍后阶段获得单独计算的税率。

China’s Response and Potential Consequences

China’s Ministry of Commerce accused the EU of “creating and escalating trade tensions” and vowed to take “all necessary measures to firmly defend the legitimate rights and interests of Chinese companies.”

新关税可能导致北京和布鲁塞尔之间为避免破坏性贸易战而进行激烈谈判。

欧洲汽车制造商也面临风险，因为许多汽车制造商在中国生产汽车，并在中国销售。欧洲由于关税提高，这些产品的成本也将增加。此外，德国汽车制造商在很大程度上依赖中国的销售，而中国政府的报复行为可能会生产他们的生活更加艰难。

欧盟成员国在关税问题上存在分歧

欧盟成员国在关税问题上存在分歧，其中包括法国和西班牙赞成，而德国坚决反对。

German Chancellor Olaf Scholz warned against protectionism and isolation, stating that it “ultimately just makes everything more expensive and everyone poorer.”

EVXL’s Take

The EU’s decision to hike tariffs on Chinese EVs is a significant development in the global EV market. While the move aims to protect European automakers, it also risks escalating trade tensions with China, a crucial market for many European companies. As the world transitions towards a greener future, it is essential for nations to find a balance between supporting their domestic industries and fostering international cooperation to achieve shared climate goals.

对中国电动汽车制造商征收的不同关税可能会导致市场动态发生变化，一些公司比其他公司更有能力吸收额外成本。中国电动汽车制造商在欧盟境内建立生产设施的可能性（比亚迪已承诺在匈牙利建立生产设施），也有助于它们规避关税，保持竞争优势。

As the situation unfolds, it will be crucial to monitor the negotiations between the EU and China and the potential consequences for the global EV industry. The outcome of this trade dispute could have far-reaching implications for the adoption of electric vehicles and the pace of the world’s transition to a more sustainable future.