歐盟的大象緩緩轉身(?
"這份報告大致上比以往又更貼近了美國對中國的看法，可望為 6 月將舉行的美、歐高峰會先行定調，從報告中亦可看出科技與貿易將會是施壓中國做出改革承諾的重點領域，而歐盟可能採取包括加強審查、違規罰款、剔除在公共採購名單之外等手段做為施壓的工具。"
https://www.pourquoi.tw/2021/05/03/intlnews-euaf-210426-210502-5/
歐盟這份對中報告猶在咬文嚼字呢:
"The multi-faceted approach ... should remain as the preferred way for the EU to deal with China. At the same time, further, robust efforts are needed on the implementation of existing actions and to address a number of new challenges."
https://www.politico.eu/article/eu-china-biden-economy-climate-europe/
國家資本的補貼始終是美國歐盟對中國不照規矩玩貿易公平競爭的最大詬病:
"The U.S. and nations in Europe and elsewhere also subsidize their own industries, often through tax breaks, export financing and research-and-development funding. What makes China different is the outsize role state-controlled companies play in its economy, and its willingness to support their expansion abroad."
"The U.S. and Europe have long relied on the World Trade Organization and tariffs to penalize China for subsidizing exports with grants, tax breaks and credit from state-owned banks, measures that helped the country grow rapidly. But the WTO rules weren’t written to constrain subsidies that a government gives to its manufacturers overseas.
The result: Chinese-owned factories outside of China usually face lower tariffs than those imposed on factories inside the country—or escape them altogether."
中國A股半導體業有一成沒政府補貼就要虧損了:
"報導指出，A股120家半導體企業中，除了四圖維新外，其餘119家去年獲得中國政府149.11億元補貼，平均每家公司獲得1.24億元補貼；去年上述120家半導體企業合計淨利達570億元，政府補貼佔合計淨利的26.1%。"
"報導說，有16家A股半導體企業若無中國政府補貼則會出現虧損。"
法律先行鋪軌，以後再照軌前行~
"經貿辦說，此次會議依據先前雙方共同公布的談判架構及內容，雙方團隊首次實體見面，討論議題相當廣泛，主要著重在雙方就各自整體法制面的異同，以及維護對雙方企業有利經營環境的政策作法等交換意見。"
WSJ這篇指出的美方認為中國重點補貼如鋼鐵、汽車零件、太陽能板等產業在關稅調降的可能性恐怕不太樂觀:
"As part of the China review, USTR doesn’t plan a wholesale reduction in tariffs on more than half of Chinese imports which were imposed during the Trump years, according to the people familiar with its planning.
Instead, the USTR has been conducting exercises to see which tariffs are hurting the U.S. economy or could substantially raise the costs of other parts of the Biden agenda, these people said, particularly the president’s plans to invest hundreds of billions of dollars into new U.S. infrastructure."
https://www.wsj.com/articles/biden-administration-takes-aim-at-chinas-industrial-subsidies-11631295257?st=ek1g4lg4t8h03h6&reflink=desktopwebshare_permalink