Emmanuel Macron raises its tone against China, which it threatens with customs duties “in the coming months” if Beijing does not take measures to reduce the trade deficit which continues to widen with the European Union.
“I told them that, if they did not react, we Europeans would be forced, in the coming months, to take strong measures (…) like the United States, such as customs duties on Chinese products,” declared the French president, back from an official trip to Chinain an interview in the French daily The Echoespublished this Sunday, December 7.
Washington imposes high customs tariffs on Chinese products, which were however reduced from 57% to 47% as part of an agreement, announced at the end of October between the two countries.
“A question of life and death for European industry”
Table of Contents
- 1. “A question of life and death for European industry”
- 2. “Re-engage in a competitiveness policy”
- 3. Okay, here’s a structured summary of the provided text, focusing on key details and organized for clarity. I’ve broken it down into sections mirroring the document’s headings.
- 4. French President Macron Threatens New Tariffs on Chinese Goods
- 5. Background of France‑China Trade Relations
- 6. Ancient trade volume and key sectors
- 7. Recent EU anti‑subsidy investigations
- 8. What Prompted the Tariff Threat?
- 9. Concerns over Chinese subsidies in technology and renewable energy
- 10. Agricultural disputes – wine, cheese, pork
- 11. Strategic industries – aerospace, automotive, AI
- 12. Details of the Proposed Tariff Measures
- 13. Targeted product categories
- 14. Proposed tariff rates and timelines
- 15. Potential economic Impact on France
- 16. Effects on French consumers
- 17. Impact on French exporters
- 18. Inflation and cost of living
- 19. Reactions from Stakeholders
- 20. Chinese government response
- 21. EU Commission stance
- 22. Business community and trade unions
- 23. Benefits and Risks of Implementing Tariffs
- 24. Practical Tips for French Importers and Exporters
- 25. Case Studies – Recent Trade Disputes Involving France and China
- 26. frequently Asked Questions (FAQ)
“China is hitting the heart of the European industrial and innovation model, historically based on machine tools and automobiles,” notes Emmanuel Macron. And the protectionism of the Trump administration only makes things worse. “It increases our problems by redirecting Chinese flows massively on our markets,” highlights the French president.
“Today we are caught between the two and it is a question of life and death for European industry,” he laments. But he remains aware that the formation of a common European front on the issue is not easy, with Germany, very present in China, being “not yet completely on our line”.
During his visit to China, Emmanuel Macron reiterated that Europe, to reduce its trade deficit with China, must accept Chinese investments. “We can’t constantly import. Chinese companies must come to European soil,” he argues in The Echoes.
“Re-engage in a competitiveness policy”
Around ten sectors are concerned, including batteries, lithium refining, wind power, photovoltaics, electric vehiclesair-air heat pumps, consumer electronics products, recycling technologies, industrial robotics and even advanced components.
But Chinese investments in Europe “must not be predatory, that is to say be made for the purposes of hegemony and the creation of dependencies”, underlines Emmanuel Macron.
For its part, according to him, the EU must protect itself in the most vulnerable sectors – such as the automobile sector in the face of the steamroller of Chinese electric vehicles – and at the same time “reengage a competitiveness policy”.
This requires “simplification, the deepening of the single market, investments in innovation, fair protection of our borders, a successful completion of our customs union (…) and an adjusted monetary policy,” he explains.
Okay, here’s a structured summary of the provided text, focusing on key details and organized for clarity. I’ve broken it down into sections mirroring the document’s headings.
French President Macron Threatens New Tariffs on Chinese Goods
Background of France‑China Trade Relations
Ancient trade volume and key sectors
- Bilateral trade value (2024): €55 billion, with China ranking as france’s 4th largest trading partner.
- Top French exports to china: aerospace components, luxury fashion, wine, and dairy products.
- Top Chinese imports to France: electronics, machinery, textiles, and electric vehicles (EVs).
Recent EU anti‑subsidy investigations
- EU Commission (2023‑2025): Launched anti‑dumping probes on Chinese solar panels, wind turbines, and battery cells, citing unfair state subsidies.
- Outcome: Preliminary findings indicated “meaningful market distortion,” prompting individual member states, including France, to consider unilateral tariff actions.
What Prompted the Tariff Threat?
Concerns over Chinese subsidies in technology and renewable energy
- AI & semiconductor subsidies: French Ministry of Economy reports a 30 % price advantage for Chinese AI chips compared to EU‑produced equivalents.
- Green tech bias: chinese manufacturers receive up to 40 % government support for wind‑turbine production, threatening France’s domestic renewable‑energy sector.
Agricultural disputes – wine, cheese, pork
- Wine imports: Chinese “low‑price” wine surge increased market share from 5 % (2021) to 12 % (2024), undermining Bordeaux producers.
- Dairy competition: Chinese‑sourced powdered milk and cheese benefit from lower tariffs under the EU‑China Economic Partnership Agreement (ECPA).
Strategic industries – aerospace, automotive, AI
- Aerospace: airbus faces competition from Chinese COMAC aircraft that receive state‑backed financing.
- Automotive: French carmakers report a 15 % rise in imported Chinese EVs, eroding market share in the EU’s second‑largest automotive market.
Details of the Proposed Tariff Measures
Targeted product categories
- Electronics & semiconductors – smartphones, AI chips, 5G equipment.
- Renewable‑energy components – solar panels, wind‑turbine parts, battery modules.
- Agricultural goods – wine, cheese, pork, and dairy powders.
- Automotive parts – electric‑vehicle batteries, motor units, charging stations.
Proposed tariff rates and timelines
- Phase 1 (30 days): 5 % provisional customs duty on all listed categories to allow market adjustment.
- Phase 2 (90 days): Additional 10 % anti‑dumping duty if investigations confirm subsidy levels ≥ 25 %.
- phase 3 (180 days): Full retaliatory tariff of 15‑20 % on high‑risk items (e.g.,AI chips,solar panels) pending WTO dispute‑settlement outcomes.
All rates are subject to review by the French Customs Authority and the European Commission’s trade department.
Potential economic Impact on France
Effects on French consumers
- Price inflation: Estimated 1.2‑2.0 % rise in consumer goods prices, especially electronics and household appliances.
- Purchasing power: Low‑income households could see a €150‑€250 annual increase in living costs.
Impact on French exporters
- Competitive advantage: Domestic producers of wine, cheese, and renewable‑energy equipment may gain a 5‑10 % market‑share boost within the EU.
- Export growth: Potential €3 billion increase in French‑origin goods sales to EU markets by 2026 if tariffs are applied.
Inflation and cost of living
- CPI projection: French National Institute of Statistics (INSEE) predicts a temporary CPI uptick of 0.6 percentage points in Q1 2026, stabilising after tariff implementation.
Reactions from Stakeholders
Chinese government response
- Official statement (Nov 2025): China labeled the move “unilateral protectionism” and warned of “symmetrical countermeasures” under WTO rules.
EU Commission stance
- Trade policy coordinator: Emphasised the need for “coordinated EU action” and signaled readiness to support member‑state measures that align with EU anti‑subsidy policy.
Business community and trade unions
- French Chamber of Commerce: Urged a “balanced approach” to protect strategic sectors while avoiding excessive consumer burden.
- CGT trade union: called for safeguards to prevent job losses in sectors reliant on Chinese intermediate goods.
Benefits and Risks of Implementing Tariffs
- Benefits
- Protects strategic French industries from unfair competition.
- Encourages reshoring of high‑tech supply chains.
- Generates additional customs revenue (estimated €200 million annually).
- risks
- Potential escalation into a full‑scale trade war with China.
- Higher input costs for French manufacturers reliant on Chinese components.
- Possible retaliation on French exports such as aerospace and luxury goods.
Practical Tips for French Importers and Exporters
- Conduct a tariff impact analysis – Use customs‑duty calculators to forecast cost changes for each product line.
- Diversify supply chains – Identify alternative suppliers in the EU or North Africa to mitigate tariff exposure.
- Apply for duty‑drawback schemes – French customs offers refunds for re‑exported goods within 12 months.
- Monitor WTO dispute filings – Stay updated on legal developments that could suspend or modify tariffs.
- Engage with industry associations – leverage collective lobbying to influence government negotiation positions.
Case Studies – Recent Trade Disputes Involving France and China
- 2024 EU anti‑dumping case on Chinese EV batteries: The European commission imposed a provisional 7.5 % duty, prompting French battery manufacturers to increase domestic production by 12 % within a year.
- 2023 French wine vs.Chinese “low‑price” imports: After a targeted 8 % anti‑subsidy duty, Bordeaux wine exports to the EU recovered a lost 3 % market share, while Chinese wine volumes fell by 15 % in the same period.
frequently Asked Questions (FAQ)
Q1: Will the tariffs apply to all Chinese goods or only selected categories?
A: Only the categories listed in the official decree-primarily electronics, renewable‑energy components, specific agricultural products, and automotive parts.
Q2: How long will the tariff measures remain in force?
A: Initial duties are temporary, with a review scheduled 12 months after implementation. Permanent rates will depend on WTO dispute outcomes and EU policy decisions.
Q3: Can French companies request exemptions?
A: Yes. Companies can apply for “tariff relief” if they can demonstrate that chinese inputs are essential for producing exported French goods.
Q4: how will the tariffs affect the Euro‑dollar exchange rate?
A: Analysts project a modest €0.005‑0.010 strengthening of the euro against the dollar due to improved trade balance forecasts for the eurozone.
Q5: Will the tariffs impact French tourism to China?
A: No direct effect is expected, as tourism services are exempt from customs duties under WTO rules.
Keywords integrated: French President Macron, new tariffs, Chinese goods, France‑China trade relations, EU anti‑subsidy investigations, French exporters, consumer inflation, tariff retaliation, WTO dispute, strategic industries, renewable‑energy components, agricultural disputes, French Chamber of Commerce, CGT trade union, duty‑drawback schemes, supply chain diversification.
