2024-10-04
한어한어Русский языкРусский языкEnglishEnglishFrançaisFrançaisIndonesianSanskritIndonesian日本語SanskritDeutsch日本語PortuguêsDeutschΕλληνικάPortuguêsespañolΕλληνικάItalianoespañolSuomalainenItalianoLatinaSuomalainenLatina
[text/observer network chen sijia] in order to suppress china's automobile industry, the united states recently not only announced a 100% tariff on chinese electric vehicles, but also threatened to ban intelligent connected cars in the united states from using chinese hardware and software. however, the financial times published an article on october 3 stating that the u.s. electric vehicle market is too small to compete with china in terms of software, and the u.s. government’s measures are likely to not receive response from other countries.
the article stated that european and american countries seem to be erecting trade barriers against competitors from china. the united states has adopted a "decoupling" strategy and hopes that its allies will also adopt a "confrontation with china" stance. however, the united states has failed to do its domestic economic basics well, which prevents the united states from exerting "overwhelming influence" in the field of electric vehicles.
the u.s. government often uses u.s. market access to control the trade and technology policies of other countries. however, due to the preferences of u.s. consumers and the dominance of traditional automakers, the scale of the u.s. electric vehicle market is quite limited. by 2023, electric vehicles will only account for about 10% of total sales in the us market, while the proportions in china and the eu will be 38% and 21% respectively.
the financial times pointed out that the united states' restrictions on china's 5g in recent years are only "half successful" and most emerging markets have ignored the united states. now that china occupies a greater dominant position in the field of electric vehicles, producing more than half of the world's electric vehicles and taking a leading position in automotive software research and development, the united states lacks the "chip" to exert influence on its allies.
for example, the article stated that both australia and the united kingdom have banned china's 5g, but the two countries are unlikely to take similar measures against electric vehicle software. australia abandoned its domestic car industry 40 years ago and is now keen to import chinese electric cars. britain, desperate to sustain its auto industry after brexit, is actively attracting investment from china, and london's iconic black cabs have introduced chinese-produced hybrid models.
the european commission is planning to impose additional tariffs on chinese electric vehicles, but the financial times believes that the eu and eu member states that support the tariffs hope to provide european companies with "breathing space" to adjust and develop. european automakers generally oppose the tariffs because they want to establish joint ventures in europe and develop the chinese market.
even in the u.s. market, chinese electric vehicles have gained a "foothold that cannot be ignored."byda factory in california, usa, has started producing electric buses.auspiciousits volvo subsidiary owns an automobile manufacturing plant in south carolina.
not only that, how the united states will implement the ban on chinese automotive software has also raised questions. michael dunne, ceo of dunne insights, a california-based consulting firm, said that many automotive software is open source and it may not be possible to determine the origin of a certain line of code. "what exactly is 'chinese software'? how strictly can they define it?" it?"
dunn noted that if the u.s. passes and strictly enforces a ban on chinese software, it may simply force automakers to build a separate north american supply chain using non-chinese software. he believes this could eventually lead to the global car market splitting into two parts: a "high-priced, low-tech island" made up of the united states and canada, and a lower-priced, more digital market made up of the rest of the world.
“it is somewhat surprising that u.s. businesses lag behind in technology and households are weak in consumption,” the financial times concluded. “without sufficient domestic production and holdings to give it overwhelming influence, , u.s. electric vehicle trade and technology policies will have difficulty affecting the global market, which has already developed rapidly."
the u.s. department of commerce announced on september 23 that it would propose a ban onintelligent connected carsuse critical hardware and software from china. liz cannon, head of the u.s. department of commerce's office of information and communications technology, said any cars produced in china and sold in the u.s. are expected to be included in the ban.
in response, chinese foreign ministry spokesperson lin jian said that china opposes the united states' generalization of the concept of national security and its discriminatory practices against related chinese companies and products. we urge the united states to respect market principles and provide an open, fair, transparent, and non-discriminatory business environment for chinese companies. china will resolutely safeguard its legitimate rights and interests.
a spokesman for the ministry of commerce said on september 25 that in recent years, the united states has imposed high tariffs on chinese cars, restricted participation in government procurement, and introduced discriminatory subsidy policies. now it is using so-called national security as an excuse to slander china’s connected car software. the hardware and vehicle are "unsafe" and restricted for use in the united states. the us approach has no factual basis and violatesmarket economyand the principle of fair competition, which is a typical protectionist approach that seriously affects the normal cooperation between china and the united states in the field of connected vehicles, disrupts and distorts the global automotive industry chain and supply chain, and will also harm the interests of american consumers. the us approach is also a non-market behavior that uses government power to interfere with economic and commercial cooperation between enterprises, constituting economic coercion.
china urges the united states to stop the erroneous practice of generalizing national security, immediately lift relevant restrictive measures, and stop unreasonable suppression of chinese companies. china will take necessary measures to resolutely safeguard the legitimate rights and interests of chinese enterprises.
this article is an exclusive manuscript of observer.com and may not be reproduced without authorization.