Bitte verwenden Sie diesen Link, um diese Publikation zu zitieren, oder auf sie als Internetquelle zu verweisen: https://hdl.handle.net/10419/322608 
Erscheinungsjahr: 
2025
Schriftenreihe/Nr.: 
Bruegel Policy Brief No. 21/2025
Verlag: 
Bruegel, Brussels
Zusammenfassung: 
The European Union's push to decarbonise road transport relies critically on a rapid shift to electric vehicles (EVs). However, European carmakers face high production costs and limited battery capacity, leaving them unable to supply affordable mass-market EVs at scale. Chinese manufacturers have stepped into this gap and their cost-competitive models now account for a quarter of EU EV sales. Chinese firms have also become major investors in Europe's battery and EV supply chains. This influx of Chinese foreign direct investment presents Europe with a strategic dilemma. There are clear short-term benefits: Chinese investment expands production capacity, sustains regional jobs and accelerates the decarbonisation timeline. But it also brings significant risks including market distortions arising from allegedly subsidised competition, public security vulnerabilities linked to data access and foreign control of digital assets, long-term economic dependency, and the weaponisation of critical raw material exports. The European Commission has introduced tariffs on Chinese EV imports, strengthened its trade-defence toolbox and launched new industrial policy initiatives, but EU member-state approaches to Chinese investment remain fragmented and inconsistent. This undermines the EU's collective bargaining power precisely when it must act together. Europe should not passively absorb Chinese capital, nor should it seek to block it outright. Instead, it must shape the terms of engagement to align foreign investment with the EU's climate, industrial and security objectives. This requires using access to the EU market - the EU's greatest source of leverage - in a coordinated way.
Dokumentart: 
Research Report
Erscheint in der Sammlung:

Datei(en):
Datei
Größe
299.49 kB





Publikationen in EconStor sind urheberrechtlich geschützt.