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[global times reporter ni hao] reuters quoted two people familiar with the matter on the 22nd as saying that due to "national security" considerations, the us department of commerce is expected to propose on monday that connected cars and self-driving cars on us roads be banned from using chinese software and hardware. the report said that this move is a "major escalation" of the us's ongoing restrictions on chinese cars, software and components. experts interviewed by the global times believe that this is the us continuing to abuse the concept of "national security" to suppress chinese electric vehicles in all aspects and promote further "decoupling and chain breaking" in the high-tech field.

reuters said the biden administration has expressed serious concerns about "chinese companies collecting data on u.s. drivers and infrastructure, and the potential manipulation of vehicles connected to the internet and navigation systems by foreign countries." the new u.s. regulations stem from biden's order in february this year to investigate whether chinese auto imports pose a "national security risk" in terms of connected technology, and whether all vehicles on u.s. roads should be banned from using chinese technology software or hardware. u.s. commerce secretary raimondo claimed in may that chinese software or hardware in u.s. connected cars poses "significant risks."

bloomberg reported on the 22nd that the new rules will set a 30-day public comment period, with the goal of formulating final rules in january 2025. the new restrictions will be implemented by the u.s. department of commerce. the report said that these regulations also have a "trade protectionist color" because most new cars have the function of networking. according to the new regulations, new cars produced by chinese automakers may be banned from sale in the united states. bloomberg believes that the new u.s. regulations will 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.

sun xiaohong, secretary general of the automobile internationalization committee of the china chamber of commerce for import and export of machinery and electronic products, told a global times reporter on the 22nd that the us government just decided to impose a 100% tariff on chinese electric vehicles last week, using tariff measures to suppress china. this time, it plans to use an executive order to prohibit cars sold in the united states from using chinese-related systems and hardware, which is a further comprehensive suppression of chinese cars. sun xiaohong believes that in intelligent connected cars (or self-driving cars), due to the technological and cost advantages of chinese companies, chinese-made sensors and lidars have become an ideal choice for multinational automakers. the new us regulations will further undermine the security and stability of the global automotive industry chain.

however, sun xiaohong said that compared with tariff barriers, it is not easy to cut off the closely cooperating industrial chain with administrative orders. reuters reported that trade organizations representing major automakers such as general motors, toyota, volkswagen, and hyundai have warned that it takes time to replace hardware and software. these automakers pointed out that their systems "have undergone a lot of pre-production engineering, testing and verification processes, and generally cannot be easily replaced with systems or hardware from different suppliers."