中国对稀土和芯片的出口管制正在增加成本,削减欧洲公司的收入,促使许多公司寻找替代供应商。
Chinese export controls on rare earths and chips are increasing costs and cutting revenues for European firms, prompting many to seek alternative suppliers.
中国对稀土和关键芯片的出口管制正在提高欧洲公司的成本,据欧洲联盟商会在中国的一项调查,有些公司的支出超过2.5亿欧元,2025年收入达到20%。
Chinese export controls on rare earths and critical chips are raising costs for European firms, with some facing over €250 million in expenses and a 20% revenue hit in 2025, according to a European Union Chamber of Commerce in China survey.
在接受调查的公司中,约有三分之一的公司计划将来源从中国转移出去,原因是许可证处理出现延误,以及暂时暂停控制后仍不确定。
About a third of surveyed companies plan to shift sourcing away from China, amid delays in license processing and ongoing uncertainty after a temporary pause in controls.
虽然一些公司报告说没有影响,但许多公司依赖受限制的中国组件,促使供应链在地缘政治紧张的情况下重新评价。
While some firms report no impact, many rely on Chinese components subject to restrictions, prompting supply chain reevaluations amid geopolitical tensions.