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the u.s. department of commerce plans to announce proposed rules to ban chinese and russian-made connected car hardware and software as early as next monday. the reason is that smart cars collect data that raises national security concerns and may be hacked. this move by the u.s. will have a significant impact on my country's auto industry in three aspects. this is the latest move by the u.s. to suppress and restrict my country's electric vehicle industry.

when we woke up, the americans were ready to strike hard against us again.

on sunday, september 22, bloomberg news quoted people familiar with the matter as saying that in recent months, the u.s. department of commerce led by raymondo has been "busy" and has been meeting and researching with industry experts, hoping to address the security issues brought about by the new generation of so-called smart cars. the u.s. department of commerce plans to announce proposed rules to ban chinese and russian-made connected car hardware and software as early as next monday.

this time, the americans are targeting the hardware and software for connected cars made in china and russia, and the reason they give is still the same: security issues. the white house said thatsmart carsthere are national security concerns about data collection, and chinese and russian connected car hardware and software are also easy to become potential targets for hacker attacks. they want to solve the so-called "security problems brought by smart cars" by suppressing chinese and russian connected car hardware and software.

bloomberg news cited sources as saying that the move would include a ban on the use and testing of chinese and russian autonomous driving systems and vehicle communication system technologies. they said that while the ban focuses mainly on software, the proposed rules would include some hardware.

many of today's cars, both gasoline and electric, are equipped with devices that connect to the internet or cloud services, making them potential targets for hackers. the upcoming restrictions stem from a white house investigation launched in march into the cybersecurity risks of software in our nation's cars.

the white house is most concerned about preventing my country or russia from hacking into cars or tracking their movements by intercepting communications from software systems created by their domestic companies. since most new cars are connected to the internet at least through their infotainment systems, if chinese companies use their connected technology in their cars, they will be banned from sale in the united states.

in may this year, the white house announced a 100% tariff on electric vehicles imported from my country, saying that my country's public finances are subsidizing its auto industry and increasingly exporting excess capacity while building more battery-powered vehicles with american companies.

it is reported that lael brainard, director of the white house national economic council, will speak in detroit on monday about the biden team's efforts to "strengthen the american auto industry." they believe that my country has become a leader in electric vehicles and smart car parts, partly due to extensive subsidies and support.

in the fourth quarter of last year,bydall-electric vehicle sales surpassedtesla, global automakers are increasingly relying on chinese suppliers to provide the technology needed for connected cars. china, on the other hand, said it respects the data privacy and security of foreign customers and the principle of fair competition.

it is reported that the new restrictions will be implemented by the u.s. department of commerce to prevent chinese and russian companies from collecting and sending data on american drivers, especially individuals, back to their home countries. these regulations will also effectively prevent chinese suppliers from establishing a larger foothold in the united states, thereby providing the u.s. auto industry with time to build its own connected car supply chain.

the commerce department proposal includes different phased implementation periods for various affected software and components, people familiar with the proposal said. after a 30-day comment period on the proposal, officials aim to issue a final rule in january 2025, the sources said.

reuters first reported the outlines of the proposal on saturday. in addition to driver assistance and self-driving car systems, and software that tracks vehicles using maps and satellite positioning, the rules would also regulate the hardware of car communication systems. this could include so-called vehicle-to-everything (v2x) systems, which cars use to communicate with road infrastructure, other equipped vehicles and the cloud.

there is no doubt that this is the latest move by the united states to further suppress and restrict my country's electric vehicle manufacturers under the guise of "national security" after it announced high tariffs on my country's electric vehicles and batteries. it is also the latest step forward on the evil anti-china path.

it must be noted that the hardware and software of connected cars are undoubtedly the brains of electric vehicles. the us move will have a significant impact on my country's auto industry. this impact is mainly reflected in three aspects:

first, it affects our direct export of complete vehicles, related automotive hardware and software to the united states;

second, it affects the export of cars produced and assembled by our automobile companies invested in mexico to the united states.

according to relevant media reports,baic、mg、jac、chery、jiangling、chang'anin recent years, chinese auto industry chain companies such as byd have flocked to mexico to set up production and sales there. according to urban science, a consulting firm, at least 10 chinese brands announced their entry into the mexican market in 2022 alone, and another 10 chinese brands, including byd, are expected to enter the market in the future.

in addition, a-share auto parts listed companies such as top group, xusheng group, betheli and yinlun shares have also followed suit.bmw, tesla and other companies are building factories in mexico.

third, the spillover effects will affect our automobile complete vehicle and automobile hardware and software markets in europe and other regions.

some of the us trade measures have a demonstrative effect and spillover effects. for example, after the us took the lead in raising tariffs on our electric vehicles, the eu and canada successively adopted similar tariff measures. the proposed rules that the us plans to announce this time to ban the hardware and software of connected cars made in china and russia are also likely to be learned and borrowed by the us partners and some other countries, thus generating spillover effects.

【author: xu sanlang】