The Italian component industry is facing severe economic and financial consequences. Italian suppliers, particularly those working for German companies, are struggling with liquidity and inventory issues. Warehouses are fuller, conversion cycles of the cash box have extended, and average storage days have risen from 63 to 78 years.

This has led to reduced margin of safety and operational costs, resulting in losses for enterprises. Additionally, the demand for innovation Automotive and development contracts of the Automotive Fund has significantly increased, but these resources cannot fully replace the European component needed to reach the minimum 70% of European components. The alarm also concerns China, where electric vehicle exports are increasing while China is committed to limiting its exports to the European Union.

According to the Allianz Research study on October 8, 2026, 10% of European registrations and 26% of plug-in hybrid/electric vehicles are covered by Chinese brands. The French-German position requires a radical shift towards batteries and electronics, but this implies a minimum of 10% of European components, excluding batteries. To achieve this quota, Italian enterprises must invest heavily in research and retooling, further increasing operational costs.

The pressure from France and Germany stems from the desire to limit CO2 emissions in new vehicles, which should reduce by 90% by 2035, without compensating with other forms of transformation. This has led to a response from China, which decided to limit its exports of electric vehicles to the European Union. The European Council asked to close the automotive package by the end of the year and provide the Union with new tools against commercial imbalances.

This requires a global approach and compromise between various interested parties, but it is still unclear how these ambitions will be realized. Every day, Italy faces new economic and financial challenges, where Italian competitiveness risks being compromised to reach global goals. The alarm primarily concerns the Italian component industry, where the consequences are immediate and significant.