EU DE-RISKING STRATEGY AMID THE GEOECONOMIC SHIFT AND ITS IMPLICATIONS FOR CHINA'S NEW ENERGY INDUSTRY
地経学的シフトの中でのEUのデリスキング戦略と中国の新エネルギー産業への影響 (AI 翻訳)
兰亚婷, Ion Dulschi
🤖 gxceed AI 要約
日本語
本稿は、地経学的シフトの中で進むEUのデリスキング戦略が中国の新エネルギー産業に与える影響を分析。外国補助金規制やネットゼロ産業法等の政策が再生可能エネルギー市場の競争条件を変化させている。中国企業は海外生産拡大や合弁事業等で対応。EUの「開かれた戦略的自律性」は完全な切り離しではなく、管理された相互依存を生み出している。
English
This study analyzes the EU's de-risking strategy amid geoeconomic shifts and its impact on China's new energy industry. EU policies like the Foreign Subsidies Regulation and Net-Zero Industry Act reshape competition in renewable energy value chains. Chinese firms respond through overseas capacity expansion and joint ventures. The EU's 'open strategic autonomy' fosters managed interdependence rather than decoupling, reinforcing structured ties.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
日本のGX政策（GX推進法、成長志向型カーボンプライシング）にも示唆。EUの対中デリスキングは日本のエネルギー安全保障やサプライチェーン戦略に影響を与えうる。日本企業はEU規制を踏まえた海外展開が必要。
In the global GX context
This paper informs global debates on balancing climate goals with geoeconomic competition. EU's approach to managed interdependence offers lessons for other regions (e.g., US Inflation Reduction Act, Japan's GX strategy) on maintaining open markets while securing clean energy supply chains.
👥 読者別の含意
🔬研究者:Provides a framework to understand EU-China dynamics in clean energy sectors, useful for studying trade-climate policy intersections.
🏢実務担当者:Highlights regulatory risks and opportunities for new energy firms in the EU market, including compliance strategies.
🏛政策担当者:Offers insights on how de-risking strategies shape industrial competitiveness and interdependence in critical green technologies.
📄 Abstract（原文）
This study examines the EU de-risking strategy amid the ongoing geoeconomic shift and its implications for China’s new energy industry. It analyzes how recent EU policy instruments, including the Foreign Subsidies Regulation and the Net-Zero Industry Act, reshape market access conditions and industrial competition within the renewable energy value chain. The research shows that the EU’s transition toward “open strategic autonomy” creates a framework of managed interdependence rather than full economic decoupling. At the firm level, Chinese new energy companies respond through overseas capacity expansion, localization strategies, joint ventures, and flexible compliance mechanisms. The findings suggest that EU de-risking simultaneously increases regulatory pressure while reinforcing capital and technological interconnections between China and the EU, leading to a more structured and rule-based form of economic interdependence.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.5281/zenodo.20219056first seen 2026-06-06 04:43:43 · last seen 2026-06-14 04:36:02
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