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the u.s. department of commerce announced a long-awaited new china containment policy on the 23rd local time, saying it would propose "banning intelligent connected vehicles in the united states from using key software and hardware from china." a senior u.s. government official stated that the proposal would "effectively ban all existing chinese light cars and trucks from entering the u.s. market."

the united states "closes the door" at every turn, which is incompatible with today's highly globalized world. of course, this is not the first time it has played a "black hand" on chinese cars. in february this year, biden announced an investigation into connected cars made in china on the grounds of "data security." the us secretary of commerce also said, "if there are 3 million chinese cars on the road in the united states, beijing can let them all go off at the same time." in mid-september, the united states decided to impose a 100% tariff on chinese electric vehicles in an attempt to "separate" itself from the chinese market in the electrification dimension. now, the united states has blacklisted "china's intelligent connected vehicle software and hardware" again. it is simply trying to curb the rise of china's electric vehicles in the global market through repeated bans without blind spots.

his thoughts were obvious and he used a lot of strength, but he also hurt himself with random punches and knives. the latest data shows that china exported 74,800 passenger cars to the united states last year, accounting for 1.4% of total exports; 18,600 new energy passenger cars were exported to the united states, accounting for only 0.4% of total exports, which is almost negligible. under the ban, some american car companies have obviously suffered. two models of american auto giants general motors and ford that are assembled in china will face the risk of being discontinued if the supply chain cannot be reorganized in the short term. retooling the supply chain is easier said than done. as the alliance for automotive innovation (aai) warned the biden administration, parts undergo extensive pre-production engineering, testing and validation processes. “generally speaking, it is not possible to easily interoperate with other suppliers’ systems.” or component exchange." this is probably why every time the united states imposes a "new" ban on china, domestic companies are more anxious.

faced with pressure from many parties, the white house jumped out to "cooperate" with the us department of commerce. the white house's senior economic adviser said that the unreasonable suppression of china is to prevent the global competitiveness of the u.s. auto industry from being weakened. "the 'china shock' of the early 21st century harmed our manufacturing community, and this administration is determined not to let us see the third a second 'china shock'." but this rhetoric simply cannot withstand scrutiny. some american scholars have calculated that for every one percentage point increase in the proportion of chinese products in u.s. imports, the consumer price level of u.s. goods will drop by about 2%. among them, low- and middle-income people benefit the most. it can be said that the so-called "primary impact" and "secondary impact" are not essentially different from the "china threat theory" that has been hyped for many years by the united states and the west. however, some people are targeting china's new energy products this time, calculating the long-term competitiveness of china's manufacturing.

new energy vehicles are a global strategic emerging industry. china has seized development opportunities in this regard and is willing to share them with the world. in recent years, my country's new energy vehicles have accelerated their "going overseas" and gained a huge reputation. they not only lead the world in the fields of complete vehicles, power batteries, and smart cockpits, but also provide green travel solutions to many countries and export advanced production to the world. technical and management experience. humanity has always been a community with a shared future. the healthy competition of "chasing with each other" is conducive to common progress and sharing of results. however, some people always think of "life and death" and "decoupling and disconnection", which undoubtedly exposes their serious shortcomings. confidence. as observers have said, the united states is becoming increasingly closed and china is becoming more open. this just confirms that the industry and national power are undergoing a fundamental reversal.

"as long as we are on the right path, we are not afraid of the distance." the united states' repeated "china anxiety" shows that china has truly carved out its own space. by eliminating noise and maintaining concentration, the road under our feet will surely become wider and wider.

written by: gao yuan

source:governor of chang'an street