Translated by Claude, edited by Sinocism.com

On the 29th, the European Commission is set to convene a meeting to discuss adjustments to its economic and trade policy toward China.

29日，欧委会即将召开会议，探讨对华经贸政策调整。

Just days before the meeting was to begin, several EU member states submitted a proposal seeking to push a "resilience tool"—what is also being called an "overcapacity tool."

就在会议开始前几天，几个欧盟成员国提交了一份提案，试图推动"韧性工具"，也就是所谓的"产能过剩工具"。

Although the EU has not said so explicitly, this new tool has been designed with strong specificity toward China.

虽然欧盟未曾明言，但这项新工具的设计对中国有着极强的针对性。

As early as 2023, the European Commission began hyping the "China overcapacity theory." Since the start of this year, whether it is this "overcapacity tool," the draft revision of the Cybersecurity Act, or the recently released Industrial Accelerator Act, all signal that protectionism is being directly hardened into the EU's economic and trade policy system toward China.

早在2023年，欧委会便开始炒作"中国产能过剩论"。今年以来，无论是这个"产能过剩工具"，还是《网络安全法》修订草案，以及发布不久的《工业加速器法案》，都意味着保护主义正被欧盟直接固化进对华经贸政策体系。

The EU's economic and trade policy toward China is moving ever further down a radical path.

欧盟对华经贸政策正在激进的道路上越走越远。

So where does this radical turn come from? And what impact will it have on the EU itself?

那么，这种激进转向从何而来？又会给欧盟自身带来什么影响？

Some EU officials believe that traditional anti-dumping and anti-subsidy investigations take too long, and that it would be better to simply preset quotas—adding tariffs as soon as the quota is exceeded—as this would be faster and more efficient.

欧盟一些官员认为，传统的反倾销、反补贴调查时间太长，不如直接预设配额——只要超过配额就加税，这样更快更高效。

This means that once a country's products exceed the limit, the EU can use "overcapacity" as a pretext to launch systematic attacks on all of that specific country's relevant industries. Any industry with a high market share in the EU and that is competitive could become a target.

这意味着，一旦某个国家的产品超过限额，欧盟就能以"产能过剩"为由，对特定国家的所有相关产业进行系统化攻击。任何在欧盟市场占有率高、有竞争力的产业都可能成为目标。

The conceptual logic being applied here is riddled with holes. And to understand why the EU is accelerating its turn toward protectionism at this moment, one must lengthen the timeline.

这种逻辑套用的概念漏洞百出。而要理解欧盟为何在此时加速转向保护主义，必须把时间轴拉长。