位置：中游情绪：利好参考度：4/10
近日，围绕安世半导体事件、欧盟新型技术移交要求及英国对部分中国实体单边制裁，欧洲对华政策再起波澜。中方支持中欧企业按市场原则开展贸易投资合作，反对违反WTO规则的强制技术转让、干预企业经营及以“提升竞争力”为名的保护主义。当前，“安全例外”泛化等使多边规则受边缘化压力，欧洲应保持政策定力，尊重契约与市场规则。
欧洲产业发展关键短板在于“如何治理安全”而非“是否足够安全”。安世半导体事件暴露其安全审查受美胁迫，无“战略自主”，还影响自身营商环境。将“准入许可”与“技术移交”捆绑是变相强制技术转让。英国单边制裁属“长臂管辖”，抬高合规成本，影响企业投资预期。
欧洲产业发展真正动能在于提升全要素生产率，核心是创新驱动增长。技术进步...
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欧洲明知“去合作”风险大，为何还在安全审查等方面受美胁迫、任性设限，不回归多边合作呢？