
欧盟高级贸易官员将于周三启程前往北京,展开为期两天的密集谈判。不过布鲁塞尔方面对此次会谈能取得何种成果持谨慎态度。
The European Union’s top trade mandarins depart for Beijing on Wednesday for two days of intensive negotiations but expectations in Brussels are measured as to what the talks will deliver.
欧盟贸易事务负责人马罗什·谢夫乔维奇将于周四和周五与中国商务部部长王文涛会晤。此次会谈距离两人上次在布鲁塞尔会面仅三个月,当时欧方设定了10月份这一最后期限,要求中方展现出扭转贸易失衡局面的诚意。
Maros Sefcovic, the EU’s trade chief, will meet his Chinese counterpart Wang Wentao on Thursday and Friday – three months after their last encounter in Brussels, when the Europeans set an October deadline for signs of a rebalancing in the trading relationship.
然而,双方的工作层谈判进展并不顺利,贸易逆差状况也未见明显改善。事实上,在最近一个季度里,中国对欧盟27个成员国的贸易顺差反而进一步扩大。
Non-stop working-level talks have proven difficult, with the lopsided trade balance showing little sign of narrowing. Indeed, Beijing’s enormous trading surplus with the 27-member bloc has expanded further in the intervening quarter.
不过据信,北京方面如今已不再断然否定其与欧洲的贸易关系存在问题这一说法。
However, Beijing is believed to no longer outright reject the suggestion that there are problems in its trade ties with Europe.
据熟悉谈判情况的人士透露,布鲁塞尔方面期望到周五结束时,中国商务部能同意在某一特定行业适度控制出口规模。这一“试点性举措”未来有望推广至更多行业。
Brussels hopes that by the end of Friday, China’s commerce ministry will agree to moderate its exports in a single sector, in a “proof of concept” arrangement that could be extended to further sectors, according to people familiar with the talks.
即便仅能取得如此有限的成果,双方也能宣布这场被命名为“贸易与投资磋商”的初期会谈取得了成功。
Even a narrow outcome such as this would allow both sides to declare the early rounds of what has been named the Trade and Investment Consultations a success.
欧洲对外关系委员会亚洲项目主任安德鲁·斯莫尔指出:“谢夫乔维奇此次北京之行将决定中国是否愿意提出足够诚恳的提议,以及这些提议是否具备足以改变当前贸易格局的影响力。”
“The Sefcovic talks in Beijing will determine whether China is willing to put sufficiently serious offers on the table, and whether those offers are substantial enough to change the underlying dynamics,” said Andrew Small, director of the Asia programme at the European Council on Foreign Relations.
当前中国对出口的经济依赖度日益加深,因此北京方面也希望借此机会维持自身进入利润丰厚的欧洲市场的渠道。不过即便取得些许进展,也难以阻止欧盟在今年晚些时候自行着手纠正贸易失衡状况。
Beijing could hope to retain broader access to the lucrative European market at a time when its economic reliance on exports is growing. Nonetheless, minor progress is unlikely to deter the EU from taking the task of rebalancing into its own hands later this year.
欧盟坚信,中国的国家资本主义模式及补贴性竞争手段正对其本土制造业构成严重威胁。
The bloc is convinced that China’s model of state capitalism and subsidised competition is putting its own manufacturing sector in jeopardy.
中国向欧洲关键产业领域大量出口廉价产品,被认为是导致欧洲工业中心地带数千个工作岗位流失的原因。那些曾被视为德国制造商重要客户和供应商的中国企业,如今已迅速崛起为极具竞争力的竞争对手。
Surges in cheap imports from China in key sectors are blamed for the loss of thousands of factory jobs across Europe’s industrial heartlands, particularly in Germany. Chinese firms that were valued customers and suppliers for German manufacturers have hurtled up the value chain to become ruthless competitors.
德国官员坚信,这种残酷的竞争背后隐藏着中国政府的隐性补贴、被低估的人民币汇率以及其他形式的扶持措施。这一局势促使法德两国在对中国问题上的立场趋于一致,这可能会推动欧盟采取更为强硬的对华政策。
German officials are convinced that behind the cutthroat competitiveness lie undeclared Chinese state subsidies, an undervalued currency and other forms of support. The dynamic has led to an unprecedented Franco-German alliance on China policy that seems set to push the EU in a much more hawkish direction.
“在德国长期以来持谨慎态度、阻碍欧盟采取更强硬措施的情况下,欧洲各国终于就对华行动达成了共识,”斯莫尔(Small)表示。
“The consensus for European action on China is finally in place after Germany’s caution had long held back a more robust EU approach,” Small said.
周一,巴黎和柏林联合签署了一份文件,呼吁欧盟制定新的贸易政策工具,以便能够立即将中国产品排除在欧洲市场之外。这一举措与德国政府过去几年的立场形成了鲜明对比——德国政府多年来一直因担心报复而不愿对中国贸易问题采取强硬措施。
On Monday, Paris and Berlin co-signed a paper calling for, among other things, a new trade weapon that would allow the EU to cut China out of its market immediately – a dramatic step-change from a German government that has for years been reluctant to take Beijing to task on trade for fear of retribution.
这份由德国总理弗里德里希·梅尔茨(Friedrich Merz)和法国总统埃马纽埃尔·马克龙(Emmanuel Macron)共同签署的信件,向欧盟委员会主席乌尔苏拉·冯德莱恩(Ursula von der Leyen)阐述了这一决定的理由。信中写道:“我们需要欧盟委员会掌握一种可靠的工具,以便能够做出果断、系统的反应;必要时甚至可以采取切断与中国贸易联系的强硬措施。”
A letter signed by German Chancellor Friedrich Merz and French President Emmanuel Macron, addressed to European Commission President Ursula von der Leyen, laid out the reasoning behind the move. “We need a credible instrument in the hands of the Commission to allow for decisive and systemic reaction, i.e. activation by reversed qualified majority, and for powerful measures up to an immediate cut-off from the internal market if needed,” it read.
这一合作令人意外:多年来,巴黎一直主张加强贸易保护主义和实施更积极的产业政策,而柏林则常常成为这些措施的阻碍者。
The letter marks an unlikely alliance: Paris has for years been the cheerleader for more protectionism and industrial policy, with Berlin often the biggest obstacle.
据欧洲议会首席贸易事务议员伯恩德·朗格(Bernd Lange)称:“欧洲理事会终于意识到了问题的严重性。”
According to Bernd Lange, the European Parliament’s top trade lawmaker, “the European Council has finally woken up”.
“德国和法国这两个欧洲大国已经认识到:在贸易保护措施方面,我们必须做出改变。这些保护措施必须更加迅速、更加易于实施,才能有效应对不公平的市场扭曲行为。”他说。
With Germany and France, two heavyweights have recognised that we need a change of course when it comes to trade defence instruments. They must be quicker and easier to deploy to protect against unfair market distortions,” he said.
这项新的贸易保护措施将作为现有机制的补充;现有机制旨在迫使欧盟关键行业的企业扩大其供应商范围,以避免过度依赖可能被用于贸易压力的进口产品。
The new instrument would be in addition to a tool aimed at forcing EU firms in key sectors to broaden their supplier base to avoid becoming further dependent on imports that can be weaponised.
这项新的贸易保护措施,以及旨在为受到贸易报复影响的企业提供补偿的“团结基金”,预计将在12月初正式出台。
This second new instrument is likely to be laid out, along with a solidarity fund to compensate firms hit by trade retaliation, in early December.
中国商务部周二表示,希望“法国和德国不要鼓励欧盟频繁使用保护主义措施,更不要将经济和贸易问题政治化或过度安全化,以免走上错误的道路,最终损害自身利益”。
China’s commerce ministry said on Tuesday it hoped “France and Germany … refrain from encouraging the EU to frequently resort to protectionist tools, and certainly not politicise or over-securitise economic and trade issues, so as to avoid taking the wrong path in the wrong way and ultimately harming themselves”.
欧盟27个成员国的领导人将于下周在布鲁塞尔召开会议,听取关于北京会谈的汇报。
Leaders from the 27 EU members will meet next week in Brussels where they will be debriefed on the Beijing talks.
在去年6月的类似会议上,只有西班牙首相佩德罗·桑切斯公开反对采取更严厉的贸易政策。由于这位社会主义领导人宣布将在11月举行提前选举,且支持率持续低迷,中国在欧洲高层决策机构中可能很快就会失去支持者。
At the last such meeting in June, only Spanish Prime Minister Pedro Sanchez spoke up against a tougher trade policy. With the socialist leader calling a snap election in November and trailing in the polls, China could soon find it has few defenders at Europe’s top table.
“如今,所有人都处于高度警惕状态,”前世界贸易组织总干事帕斯卡尔·拉米周二对《世界报》表示,“我们需要一个‘A计划’来应对中国的贸易挑战;塞夫科维奇正在努力与中国谈判,争取让中方采取相应措施来限制其出口行为或倾销行为。不过,这可能还不够;因此我们还需要一个‘B计划’。”
“Today, everyone is on high alert,” Pascal Lamy, former chief of the World Trade Organization, told Le Monde on Tuesday. “We need a Plan A to deal with China: that’s what Sefcovic is doing. He’s trying to negotiate measures with the Chinese that they themselves would take to curb their exports or their dumping in certain sectors,” he said. “But it’s doubtful that this will be enough. So we also need a Plan B.”