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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-eu-china-trade-consultations-ev-export-window-2026@catalyst-calendar.local
DTSTAMP:20260720T200531Z
DTSTART:20260629T070000Z
DTEND:20260629T073000Z
SUMMARY:欧盟与中国贸易磋商窗口对中国新能源车出海政策风险再定价
DESCRIPTION:欧盟与中国围绕贸易再平衡、出口管制、知识产权和WTO改革展开磋商，叠加中国BEV反补贴关税价格承诺机制，可能影响中国新能源车出口欧洲的关税、最低价格和本地化投资预期。\\nImpact score: 78\\nExpected: 磋商若推进价格承诺或缓和关税，将影响中国车企欧洲销量、ASP和本地化建厂节奏；若谈判恶化，则出口和估值风险溢价上升。\\nAffected: 1211.HK(subject\, mixed\, score 86)\; 002594.SZ(subject\, mixed\, score 84)\; 159790.SZ(etf\, mixed\, score 70)\; 9868.HK(subject\, mixed\, score 68)\; 300750.SZ(supplier\, mixed\, score 68)\; 09868.HK(peer\, mixed\, score 63)\\nSources: European Commission Press Corner: https://ec.europa.eu/commission/presscorner/detail/en/speech_26_1344\\nEuropean Commission guidance on BEV price undertaking offers: https://policy.trade.ec.europa.eu/news/commission-issues-guidance-document-submission-price-undertaking-offers-battery-electric-vehicles-2026-01-12_en\\nEuronews EU-China October deadline report: https://www.euronews.com/my-europe/2026/06/29/eu-sets-october-deadline-to-get-tangible-results-with-china\\nEuropean Commission BEV anti-subsidy background: https://ec.europa.eu/commission/presscorner/detail/en/statement_24_5041\\nGuardian report on EU-China trade talks: https://www.theguardian.com/world/2026/jun/29/eu-sets-up-three-months-of-talks-with-china-over-360bn-trade-deficit\\nEuropean Commission trade defence EV case page: https://policy.trade.ec.europa.eu/enforcement-and-protection/trade-defence/trade-defence-investigations/subsidy-investigation-electric-vehicles-china_en\\nEuropean Commission press corner: https://ec.europa.eu/commission/presscorner/home/en\\n中国商务部新闻发布: https://www.mofcom.gov.cn/xwfbh/index.html\\nChina State Council/Xinhua on China-EU BEV price undertaking guidance: https://english.www.gov.cn/news/202601/12/content_WS6964f6b1c6d00ca5f9a08897.html\\nAP report on China-EU trade talks: https://apnews.com/article/0b2afb981360117cb617052a2987ac98\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-eu-china-trade-consultations-ev-export-window-2026
CATEGORIES:policy\,HK\,EV\,policy\,export\,EU_China_trade\,EU-China\,EV tariff\,price undertaking\,出口\,欧盟\,反补贴\,关税\,价格承诺\,EV tariffs
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DESCRIPTION:Review catalyst preview: 欧盟与中国贸易磋商窗口对中国新能源车出海政策风险再定价
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DESCRIPTION:Complete post-event review: 欧盟与中国贸易磋商窗口对中国新能源车出海政策风险再定价
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