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欧盟承诺115亿欧元投资拉拢南非疏远中国

EU puts €11.5bn on table to pull South Africa closer to Europe – and away from China - EUobserver

2026年6月2日 15:00
出海解读

欧盟对南非的清洁能源、交通等领域投资115亿欧元,可能通过捆绑融资条件挤压中企在EPC承包和设备供货的份额,已在南非布局的企业需警惕竞争加剧。

AI 摘要

欧盟在约翰内斯堡证交所投资路演上宣布一项115亿欧元投资承诺,用于发展南非的清洁能源、交通与制药产业。该资金源自欧盟“全球门户”计划,是2025年欧盟-南非清洁贸易与投资伙伴关系下的首次大规模私人资本动员。此举旨在深化欧南经贸联系,以抗衡中国在南非的影响力,此前双边关系部分因南非与中国、俄罗斯的合作而长期冷淡。

原文正文

The EU has unveiled €11.5bn in promised investment to develop South Africa’s clean energy, transport, and pharmaceutical industries in the bloc’s latest effort to shift its footprint in Africa from aid to commercial investment.

The €11.5bn pledge was made at an investment roadshow hosted at the Johannesburg Stock Exchange over Monday and Tuesday (1 and 2 June) that gathered 350 European and South African investors, companies, financial institutions and marked the EU’s first major effort to mobilise private capital under the 2025 EU-South Africa Clean Trade and Investment Partnership.

The cash is supposed to come from the EU’s Global Gateway scheme.

After years of cool relations between the EU and South Africa, partly driven by South Africa’s economic and military links with China, Russia and India, the EU’s ties with Pretoria have been rebuilt over the past 18 months.

Brussels has seized the opportunity left by the US Trump administration’s attacks on president Cyril Ramaphosa’s government, which it has accused of “genocide” against white farmers, and threats of hefty trade tariffs, by promising to replace some of the US’s pulled funding for South Africa’s shift away from fossil fuels and offering improved trade terms.

Since mid-2025, EU and South African officials have been in negotiations on an improved trade deal, and a Memorandum of Understanding on critical minerals, under which the EU would offer investment in South Africa’s mining industry in exchange for access to minerals. But a deal has not yet been struck.

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阅读原文euobserver.com
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