Overview
- The CCCEU–KPMG study estimates replacing Chinese-made gear across 18 critical sectors would cost the EU €367.8 billion between 2026 and 2030.
- Logistics and manufacturing, energy, and telecoms would bear the largest hits, which could slow factory automation, grid upgrades, and 5G rollouts.
- Germany would shoulder about €170.8 billion, with other large economies each facing losses above €10 billion.
- The European Commission has advised limiting EU funding for power inverters from high-risk suppliers, citing the risk that such devices could be shut down remotely.
- China has objected to the rules that label some countries and suppliers as high risk and has warned of countermeasures if the draft is not changed.