"Isolated" the mainland market, Germany released its first strategy, and European giants spoke out Barriers appeared
For a long time, under the influence of the United States, many countries began to use it frequently"De-risk"word. European countries, in particular, are worried about the dependence of enterprises on the mainland market, so they have also decided to go to the mainland market.
Earlier this month, for example, Germany released its first strategy for dealing with the Chinese market, reminding German companies to reduce their dependence on the mainland in the name of reducing risk. In a way, they intend to"Isolated"Mainland market.
This shows that the so-called United States"De-risking"Rhetoric still has a lot of influence.
But this does not seem to be suitable for the development of the EU market, because after these actions, Europe's largest auto parts business giant has made a rare statement.
It says: its so-called"De-risking"is a fad, and what they should do is improve the EU's overall competitive strength, not choice"Isolated"Continental European market. What's more, he argues that isolation itself is actually isolating oneself. Because the barriers to the entire European market have been around for a long time.
In fact, he is not wrong, the market between European countries is already complex, and there are a series of barriers in transactions within the EU countries in many of their own regions, and the situation is even worse than the situation of their so-called dependence on the European continent. Therefore, if they insist on isolating the outside world, they are undoubtedly isolating themselves.
And from a practical point of view, Germany should not be at the forefront of de-risking. As Giant said, what Germany needs to do is to improve its competitiveness and change its voice on the global stage. On the contrary, at this critical juncture, they are constantly speculating that German companies are announcing in the United States the so-called"De-risking"After the strategy, the market in continental Europe will face risks. Personally, I think this could put the EU at an even greater disadvantage.
A simple example is that we are now relatively dominant in the emerging EV industry, which has triggered a new wave of retrofit trends. The Chinese market has become a revenue focus for many European automotive companies. The Bosch Group, for example, generated sales of 88.2 billion euros last year, about half of which came from outside Europe, while sales in China accounted for one-fifth of total sales.
It can be seen that if the Bosch Group wants to improve its competitiveness in the trend of globalization, it must make good use of the Chinese market. If you do the opposite, set up the best barriers in various regions of the European continent, not only will you lose the European continental market, but the European automotive industry will also be unable to keep up with the pace of global competition. And once there is a gap that cannot keep up, it will be very difficult to make up for it in the future. It's like losing the right to speak in the semiconductor field, and now we have to invest more than 40 billion euros, and it may be difficult to reach the global market share target of 20%.
On this point, ASML has been reminding the EU for a long time, but the EU has not listened.
In fact, the European Union"De-risking"The approach has been controversial, and at the same time, many European companies have come out to warn against isolating the continent. Now, some companies have publicly highlighted the barriers that existed in the first place. Seeing this situation, I personally think that they are unlikely to continue to choose with the mainland market"Break away from relationships"。Of course, if it is the other way around, I hope they will wake up a little sooner, knowing that under the technological constraints of the United States, their attitude is no longer there"Decoupling", but restrictions, but they also do not want to affect the development of American companies in the continental market.
Therefore, it is hoped that the EU will take into account the innovation and cooperation that the mainland market has brought to them in the current era of globalization, instead of constantly talking about de-risking. When the risk is eliminated, most industries will be able to develop normally, regardless of whether the former United States cares or not.
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