Ministry of Commerce orders EV makers to freeze factory investments in European nations backing tariffs
商务部密令车企冻结挺关税欧洲国家建厂投资，外保反制内压三百万辆产能
- The Ministry of Commerce convened a closed-door meeting instructing domestic automakers—including BYD, SAIC, and Geely—to freeze major factory investments in EU member states that supported tariffs on Chinese electric vehicles. 商务部召开闭门会议，要求包括比亚迪、上汽集团和吉利在内的国内车企，冻结在支持对华电动车加征关税的欧盟成员国的一切重大整车建厂投资。
- Beijing instructed companies to avoid individual bilateral deals with European governments, instead conditioning capital flows on political compliance and rewarding nations like Hungary and Germany that opposed the levies. 北京严令车企不得单独与欧洲各国政府开展双边谈判，将资本流向与政治顺从度深度捆绑，转而奖赏匈牙利、德国等反对加征关税的国家。
- The directive weaponizes outward direct investment to crack European unity, threatening industrial projects in France, Italy, and Poland as domestic carmakers face annual excess capacity of three million vehicles. 该指令将对外直接投资武器化以图分化欧洲内部团结，直接冲击法国、意大利和波兰的产业合作项目，而国内车企正面临每年高达300万辆的严重产能过剩。
China’s Ministry of Commerce ordered domestic electric vehicle manufacturers to freeze factory investments across European nations that voted for tariffs, according to internal summit disclosures reported by Reuters. The freeze hit immediately. During an October 10 closed-door session with executives from BYD, SAIC Motor, and Geely, ministry officials instructed companies to halt heavy asset commitments in member states such as France, Italy, and Poland that backed duties as high as 45.3 percent while directing capital toward Germany and Hungary. Officials also warned foreign automakers against striking separate bilateral deals with individual European governments, commanding them to maintain a unified front.
The directive deploys Weaponized Outbound Capital through Cartelized Industrial Steering. Commercial independence vanished. By commanding both private conglomerates and state-owned firms like SAIC to treat overseas assembly lines as instruments of state policy, the ministry revived the economic retaliation playbook used when Beijing banned rare earth exports to Japan in 2010. Through Coercive Market Segmentation, authorities seek to fracture the European bloc by penalizing tariff supporters and rewarding pro-Beijing governments with localized battery plants and assembly jobs.
This capital freeze exposes the party-state grip over Chinese outbound investment. Factories follow party dictates. While Chinese automakers produce an estimated three million excess vehicles annually and face brutal domestic price wars, Party officials subordinate industrial survival to geopolitical vengeance against European democracies defending their industrial base. That command economy extraction leaves ordinary Chinese workers and engineers stranded behind overcapacity walls, bearing the direct economic fallout of state confrontation abroad.
路透社援引闭门会议知情人士披露，中国商务部已勒令国内电动汽车制造商冻结在投票支持加征关税的欧洲国家的工厂投资。禁令迅速落地。在10月10日与比亚迪、上汽集团及吉利汽车高管举行的闭门会议上，商务部官员明确要求各车企暂停在支持高达45.3%关税的法国、意大利和波兰等成员国进行重资产布局，转而将资金引导向德国和匈牙利。官员同时警告车企不得单独与欧洲个别国家政府签署双边协议，强制要求行业对欧谈判统一步调。
这一指令是通过卡特尔式产业统驭实施对外资本武器化的典型运作。企业的商业自主权荡然无存。通过强制要求民营巨头与上汽等国有车企将海外组装线沦为国家对外博弈的筹码，商务部再度祭出了类似2010年北京对日限制稀土出口的经济反制剧本。当局企图通过胁迫性市场分割，一方面惩罚支持关税的国家，另一方面用本土化电池厂和组装就业岗位奖赏亲北京的欧洲政府，以此撕裂欧盟内部阵营。
这种资本冷冻令彻底暴露了党国体制对中国企业出海投资的绝对掌控。工厂必须遵从党的指令运转。在中国车企年均过剩产能高达300万辆、国内价格战割喉惨烈的当下，党政官员却将整个产业的生死存亡降格为向捍卫本土工业基底的欧洲民主国家实施地缘政治报复的工具。这种指令性经济的专断攫取，将千千万万中国产业工人和工程师阻绝在产能过剩的高墙之内，让他们直接承担国家对外冲突所带来的经济代价。
On Weibo, Zhihu, and automotive trade forums like Autohome, nationalist commentators cheered the commerce ministry's guidance, celebrating it as necessary retaliation against European protectionism. Viral posts claimed that European nations like France and Italy want Chinese manufacturing capital while slamming trade doors shut, arguing Beijing should starve them of EV plants altogether. Inside automotive circles on WeChat, however, industry insiders voiced concern. Private executives and market analysts warned that freezing outbound factory projects will isolate Chinese brands globally, stranding billions in capital while domestic assembly lines confront brutal price wars and an estimated three million vehicles in annual domestic overcapacity.
在微博、知乎以及汽车之家等行业论坛上，民族主义网民对商务部的指导方针欢呼雀跃，盛赞这是对欧洲贸易保护主义的必要亮剑。热门网帖宣称，法国和意大利等欧洲国家一边垂涎中国制造业资本，一边关闭贸易大门，北京就该彻底断绝其电动车建厂念想。然而在微信朋友圈等汽车业内社群中，从业人员却深感忧虑。多位民企高管和市场分析师警告称，叫停海外建厂只会让中国品牌在国际市场上越发孤立，不仅导致数十亿投资搁浅，更将把本就面临国内惨烈价格战和年均300万辆过剩产能的本土车企逼入绝境。
The Cyberspace Administration of China issued directives barring commercial media outlets from independently reporting on the closed-door October 10 automotive summit. Domestic portals were instructed to limit coverage to official Ministry of Commerce press briefings and World Trade Organization dispute filings, prohibiting speculation regarding specific delayed European factories. Censors scrubbed leaked notes detailing explicit state orders to BYD, SAIC, and Geely, aiming to shield Beijing from European charges of state-directed trade extortion while state media emphasized narrative themes of fair market competition.
国家网信办下达禁令，严禁商业媒体对10月10日的闭门车企会议进行任何独立调查报道。国内门户网站接到指令，必须严格将报道口径限制在商务部官方发布会和世界贸易组织争端诉讼通稿之内，严禁擅自揣测欧洲特定建厂项目的推迟进展。审查机构全面屏蔽了披露当局对比亚迪、上汽和吉利统一下发密令的内部会议纪要，旨在掩盖北京由国家主导操纵对外投资的行径以规避欧方“经济胁迫”指控，同时要求官媒全力唱响“维护公平市场竞争”的官方叙事。
On October 4, ten European Union member states including France, Italy, Poland, the Netherlands, and Denmark voted to approve definitive countervailing duties of up to 45.3 percent on Chinese-made battery electric vehicles, while five nations led by Germany and Hungary opposed the measure and twelve abstained. State-owned SAIC Motor faces the highest additional levy at 35.3 percent after refusing to fully disclose state subsidies to European investigators, while Geely faces 18.8 percent and BYD 17 percent on top of the EU's standard 10 percent automotive tariff. The investment freeze directly jeopardizes SAIC's planned European parts logistics hub in France and factory site selections across Italy, contrasting sharply with BYD's accelerating factory construction in Hungary.
10月4日，包括法国、意大利、波兰、荷兰与丹麦在内的10个欧盟成员国投票赞成对中国产纯电动汽车加征最高达45.3%的最终反补贴税；以德国和匈牙利为首的5国投反对票，另有12国弃权。国有车企上汽集团因拒绝向欧盟调查人员完整披露国家补贴信息而面临最高额外35.3%的惩罚性关税，吉利和比亚迪则分别被加征18.8%和17%的关税（均在欧盟常规10%汽车关税之上）。投资冻结令直接危及上汽计划在法国设立的欧洲零部件物流中心以及在意大利的整车选址考察，这与比亚迪在匈牙利快速推进的工厂建设形成鲜明对照。