节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


欧洲工业领袖对“欧洲制造”政策的立场正从最初的怀疑转向积极支持,推动加强区域供应链保护。雷诺、大众、Stellantis等汽车巨头已形成统一阵线,近期向政策制定者请愿,要求建立本地组件制造的严格要求。该联盟占欧盟汽车产量超60%,认为在区域需求持续疲软的背景下,稳健的工业政策对恢复竞争力至关重要。

汽车制造商提议,在欧盟及欧洲经济区销售的车辆需满足70%本地内容的强制门槛。行业领袖希望70%的组件在本地制造,以刺激区域发展。此举旨在降低对外部供应链的依赖,同时作为战略举措,使欧洲汽车行业免受全球贸易波动的影响。此外,这些措施应有助于培育更具韧性ǚ..

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