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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

Zenodo (CERN European Organization for Nuclear Research)ジャーナル2026-05-15#エネルギー転換Origin: Global
DOI: 10.5281/zenodo.20219057
原典: https://doi.org/10.5281/zenodo.20219057

🤖 gxceed AI 要約

日本語

本研究は、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を分析。外国補助金規制やネットゼロ産業法などの政策手段が再生可能エネルギー価値連鎖における市場アクセスと産業競争を再形成することを示す。中国企業は海外生産拡大や現地化戦略で対応し、規制圧力と相互接続性が高まる構造的相互依存が生じている。

English

This study examines the EU de-risking strategy amid geoeconomic shifts and its impact on China's new energy industry. It analyzes how EU policies like the Foreign Subsidies Regulation and Net-Zero Industry Act reshape market access and industrial competition in the renewable energy value chain. Chinese firms respond with overseas capacity expansion and localization, leading to a structured, rule-based interdependence despite increased regulatory pressure.

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

日本企業もEU市場での再生可能エネルギー事業展開において、同様の規制環境変化に直面。SSBJや有報でのリスク開示において、地経学的リスクやサプライチェーン対応の開示が重要になる可能性。

In the global GX context

This paper contributes to global GX discourse by illustrating how EU de-risking policies create a managed interdependence framework, relevant for firms navigating the renewable energy value chain under evolving trade and climate regulations.

👥 読者別の含意

🔬研究者:Provides a framework for analyzing geoeconomic shifts and energy transition policy interactions.

🏢実務担当者:Highlights regulatory risks and strategic responses for renewable energy companies operating in EU-China trade dynamics.

🏛政策担当者:Offers insights on how EU de-risking shapes industrial competition and interdependence in clean energy sectors.

📄 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.

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gxceed は公開メタデータに基づく研究支援データセットです。要約・翻訳・解説は AI 支援で生成されています。 最終的な解釈・検証は利用者が原典資料に基づいて行うことを前提とします。