德国深化与意大利合作,重塑欧盟政策核心
原始标题: Germany dumping France for Italy – Telegraph
Source: RT News (rss)
External ID: https://www.rt.com/news/631906-germany-dumping-france/
Received: 2026-02-03 22:27 (CN)
Processed: 2026-02-03 22:38
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Content (stored)
<p><strong>Berlin and Rome have reportedly aligned to reshape European policy</strong></p>
<p>Germany is moving to deepen ties with Italy as tensions rise with France over EU trade policy, Emmanuel Macron’s looming exit, and relations with US President Donald Trump, The Telegraph reported on Monday, citing diplomats from the bloc.</p>
<p>France and Germany have long been the <em>“engine”</em> of EU policymaking, but the outlet described Macron as a <em>“lame duck”</em> whose mandate ends in 2027.</p>
<p><em>“Berlin needs partners it can work with. Can they work with Macron at the moment? Not really. He is leaving office soon and France is unstable. Germans hate instability,”</em> an EU diplomat told the outlet.</p>
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<figcaption><a href="https://www.rt.com/russia/631487-european-politicians-unable-resist-trump/">European politicians ‘unable to withstand’ Trump’s pressure – Peskov</a></figcaption>
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<p>According to the report, German Chancellor Friedrich Merz has approached Italian Prime Minister Giorgia Meloni with proposals to restructure Europe. The plan envisions a <em>“multi-speed Europe”</em> in which a core group of member states – including Germany, Italy, Poland, Spain, the Netherlands, and France – can advance policies more quickly and bypass EU bureaucracy, although sources said not all 27 EU members are expected to join.</p>
<p>Italian officials said privately that the accord, which focuses on cooperation between Italy and Germany on defense, migration, and trade, shows a <em>“new center of gravity inside the EU,”</em> the British paper said.</p>
<p>France and Germany have long clashed over EU governance, with Paris advocating greater borrowing and centralization while Berlin resists due to its reliance on exports to the US. During Trump’s Greenland dispute, Macron urged the bloc to use its <em>“trade bazooka,”</em> referring to the EU’s Anti-Coercion Instrument, a measure never before invoked. Merz criticized the move, citing German business interests, and has also expressed frustration at Macron’s inability to implement reforms amid a divided parliament and public resistance.</p>
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<img alt="Migrants queue with their papers for temporary shelter in Paris, France, November 5, 2025 © Getty Images / Kiran Ridley" src="https://mf.b37mrtl.ru/files/2026.01/thumbnail/697b96b485f54012663d9687.jpg" />
<figcaption><a href="https://www.rt.com/news/631728-france-darmanin-migration-freeze/">French justice minister proposes three-year immigration freeze</a></figcaption>
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<p>France’s instability is compounded by economic strain. Last year, the budget deficit reached 5.8% of GDP, above the EU target of 3%. By early 2025, public debt stood at €3.346 trillion ($3.6 trillion), or 114% of GDP. In January, the government approved the 2026 budget using a constitutional provision allowing laws to pass without a parliamentary vote. Both right- and left-wing parties have signaled plans for a no-confidence motion.</p>
<p>The EU as a whole faces economic pressure from high energy costs after phasing out Russian oil and gas following the 2022 escalation of the Ukraine conflict. Increased reliance on US LNG has pushed prices higher. Germany’s economy contracted in 2023 and 2024, with officials linking the slowdown to energy costs. In January, the German Chamber of Commerce and Industry cited the surge in prices as a factor behind a spike in bankruptcies.</p>Extracted Facts (event_facts)
{
"translated_title": "德国深化与意大利合作,重塑欧盟政策核心",
"theme": "Europe Politics",
"event_type": "politics",
"commodity_sector": "",
"summary": "据报道,德国正加强与意大利的合作,以应对与法国在贸易政策、马克龙即将离任及对美关系上的紧张局势,这标志着欧盟内部权力动态的潜在转变。",
"key_facts": [
"德国正深化与意大利的关系,以重塑欧洲政策,应对与法国在欧盟贸易政策、马克龙离任及对特朗普关系上的紧张局势。",
"德国总理弗里德里希·默茨已向意大利总理乔治亚·梅洛尼提出重组欧洲的计划,设想一个“多速欧洲”,核心成员国可更快推进政策并绕过欧盟官僚机构。",
"法国和德国在欧盟治理上长期存在分歧,法国主张更多借贷和集权,而德国因依赖对美出口而抵制。",
"法国面临经济不稳定,2024年预算赤字达GDP的5.8%,超过欧盟3%的目标,2025年初公共债务为3.346万亿欧元(3.6万亿美元),占GDP的114%。",
"欧盟整体面临高能源成本压力,源于2022年乌克兰冲突升级后逐步淘汰俄罗斯石油和天然气,增加对美国液化天然气的依赖推高了价格。",
"德国经济在2023年和2024年收缩,官员将放缓归因于能源成本,德国工商会指出价格飙升导致破产激增。"
],
"mentioned_commodities": [],
"data_points": [
{
"name": "法国预算赤字占GDP比例",
"value": 5.8,
"unit": "%",
"direction": "up",
"context": "2024年,高于欧盟3%的目标"
},
{
"name": "法国公共债务",
"value": 3.346,
"unit": "万亿欧元",
"direction": "unknown",
"context": "2025年初,相当于3.6万亿美元,占GDP的114%"
},
{
"name": "法国公共债务占GDP比例",
"value": 114,
"unit": "%",
"direction": "unknown",
"context": "2025年初"
},
{
"name": "德国经济收缩年份",
"value": 2023,
"unit": "年",
"direction": "down",
"context": "经济在2023年和2024年收缩"
},
{
"name": "德国经济收缩年份",
"value": 2024,
"unit": "年",
"direction": "down",
"context": "经济在2023年和2024年收缩"
},
{
"name": "马克龙任期结束年份",
"value": 2027,
"unit": "年",
"direction": "unknown",
"context": "马克龙任期预计在2027年结束"
}
],
"uncertainty_notes": [
"报道基于《每日电讯报》的匿名外交官消息,具体合作细节和计划实施时间未明确。",
"“多速欧洲”计划中核心成员国的确切名单和参与程度尚不确定,并非所有27个欧盟成员国都预期加入。",
"法国政治不稳定的具体影响,如不信任动议的结果,未在文本中详细说明。",
"德国与意大利合作对欧盟政策重塑的实际影响和长期后果有待观察。"
]
}Politics Refiner
Score: 75 · Category: Geopolitics · Scope: Regional · Sentiment: Risk-Off
EUREquitiesRatesGold
传导路径
EU political realignment → policy uncertainty → EUR weakness
Refiner: 德国与意大利深化合作可能重塑欧盟政策,增加政治不确定性,引发市场避险情绪。