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欧洲对中国出口冲击的天真想法堪称悲剧

放弃2035年内燃机禁令无法保障欧洲汽车产业的未来

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BYD在欧洲以低于23000欧元（约34830新元）的价格销售其Dolphin Surf车型。图片来源：路透社

DeeperDive is a beta AI feature. Refer to full articles for the facts.

Lionel Laurent

Published Thu, Dec 18, 2025 · 06:02 PM

本文由AI辅助翻译

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本周，随着2035年起生效的内燃机禁令被事实性放弃，Volkswagen等欧盟汽车制造商如愿以偿。这项禁令曾被认为过于激进、成本过高，并且对中国的竞争对手来说是天赐良机。在补贴的推动下，中国的竞争对手在电动汽车（EV）领域抢占了先机，目前已占据欧洲大陆汽车市场7%的份额。在引领气候变化和保护就业之间，欧盟选择了后者。

虽然该禁令确实未能引爆欧洲电动汽车市场的真正繁荣，但放弃它远不足以确保该行业的未来。这无法解决来自中国的竞争问题。更糟糕的是，放弃禁令发出了一个信号，即汽车制造商可以轻松地放慢投资步伐。这是一个错误的信号。

这里的悲剧在于，面对中国的出口引擎和高科技雄心，欧洲在产业和地缘政治上表现得天真，而问题并不在于笨拙的官僚主义过度干预。今年，北京对欧盟的贸易顺差已扩大至近3000亿美元。

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