欧盟《净零工业法案》下中国光伏企业对欧出口的经营风险分析OA

Regulation(EU)2024/1735,the Net-Zero Industry Act,is a strategic legislative measure by the EU aimed at energy transition and supply chain security,significantly impacting the export of Chinese PV products to the EU market.This paper first analyzes the EU's adjustments to import regulations policies for PV products from three perspectives:limiting reliance on third-country supply chains,introducing a"non-price criteria"bidding evaluation system,and establishing the"Net-Zero Acceleration Valleys(NAV)"mechanism.It then examines the potential operational risks for Chinese PV enterprises exporting to the EU under these policy adjustments from three angles:reduced profit margins,weakened global competitiveness,and increased compliance costs,proposing corresponding countermeasures.The analysis results show that:1)The Net-Zero Industry Act restricts the EU's PV industry's reliance on third-country supply chains through dual-track measures of short-term limitations and long-term substitutions,compressing profit margins for Chinese PV enterprises and potentially triggering a vicious cycle of overcapacity and low-price dumping.2)The proposed"non-price criteria"bidding evaluation system suffers from weight imbalances,undermining the global competitiveness of Chinese PV enterprises.3)The NAV mechanism has provided some EU member states with"self-regulation"space in environmental assessments,resulting in a significant increase in compliance costs for Chinese PV enterprises entering the EU market.4)In response to the above risks,three major measures are proposed:establishing a collaborative security system centered on PV industry associations,implementing a coordinated path for cross-border supply chain carbon disclosure,and developing a dual-track information circulation model with blockchain as the core.The analysis results can provide reference for Chinese PV enterprises to break through the EU's green trade barriers,maintain their global competitiveness,and also provide practical paths for the coordinated development of the global PV industry.