Trade, Power, and Strategic Adjustment: The Shifting Landscape of China-EU Economic Relations

The article argues that EU-China economic relations have entered a new phase shaped by security concerns and industrial policy. After years of deep market integration, Europe now faces simultaneous dependence on Chinese supply chains and exposure to Beijing’s state-led support for strategic sectors...

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Autor principal: Ma, Junjie
Format: Article ou chapitre numérique
Idioma:Français
Publicat: 2026
Accés en línia:Accès Université d'Orléans et IFPM
Accès Université d'Orléans et IFPM
Descripció
Sumari:The article argues that EU-China economic relations have entered a new phase shaped by security concerns and industrial policy. After years of deep market integration, Europe now faces simultaneous dependence on Chinese supply chains and exposure to Beijing’s state-led support for strategic sectors such as electric vehicles, batteries, solar, and critical raw materials. The EU’s “de-risking” agenda, together with instruments like anti-subsidy and anti-dumping investigations, foreign-subsidy screening, and the Carbon Border Adjustment Mechanism, reflects a tri-dimensional approach: protecting the single market, reducing vulnerabilities in key technologies, and preserving room for selective cooperation on climate and global governance. The text links this shift to wider geopolitical shocks – notably Russia’s war against Ukraine and US-China rivalry – which tighten fiscal space, disrupt trade, and raise the political cost of dependence. Overall, it portrays a move from engagement to guarded competition, without a full decoupling. It concludes that policy coherence and unity will determine Europe’s leverage.