The contents of this article are written with authoritative materials and personal opinions. The source of the literature has been marked at the end of the article, so please know.
Preliminary
Now Trump has stopped acting at all. Through one move, he can not only sanction more than 3,000 Chinese enterprises, but also achieve "full retreat", hoping to cut off the road for the continued development of Chinese science and technology.
China also directly showed its cards in this regard, which is rare to use "Extremely bad"In response to this, counter-action against the United States is also on its way.
The United States has a "blacklist" called the "entity list" that is familiar to all countries in the world.
This was originally a local marking system set up by the U.S. Department of Commerce in the 1990s in invoking the Export Administration Regulations. The purpose was to control the import and export of foreign entities to the United States.
Later, the list gradually became a tool for U.S. sanctions on global companies, including all companies subject to sanctions, and a series of measures such as trade embargo and asset freezing.
During Biden's reign, the United States began to activate a large-scale "entity list" to restrict trade with the United States and impose an embargo on Chinese companies.
In order to block China’s scientific and technological development, the Biden administration continues to seek Chinese-U.S. technological cooperation, imports of scientific and technological products from the United States, and continues to expand the list.
The most exaggerated time was a month before Biden’s departure from office, when the United States once did. and 136Chinese entities are included in the so-called “entity list”.
Most of these sanctioned companies are related to semiconductor trade. The U.S. government is trying to use this means to prevent the development of China's high-tech to the greatest extent.
According to U.S. media reports, after Trump took office, he canceled “most” Biden’s policy.
However, there are only a few measures to be taken to maintain the “entity list” of sanctions against China, and even to continue to expand.
At that time, some American media also advised Trump to review the institutions in the entity list and lift sanctions against some companies that "may continue to do business with the United States".
The reason is that during Trump’s reign, it was rarely “open” to NVIDIA companies, allowing them to replace chips in part for Chinese exports.
Therefore, some companies also think that Trump may take relaxing measures in exchange for warming up the Sino-U.S. cooperation.
But unexpectedly, Trump recently made a "big one".
The U.S. Department of Commerce issued new regulations on the 29th, announcing that once subsidiaries holding more than 50% of the shares are found in all countries on the entity list, the U.S. will also impose equal sanctions on them.
For example, the subsidiary company that holds 50% of the shares and the grandson company that holds 50% of the shares will also be included in the scope of the sanctions.
Informed sources said that Trump's move actually also illuminated the expansion of sanctions, by penetrating the ownership structure of enterprises, to include affiliates of enterprises on the list of entities in the list.
There are hundreds of Chinese companies on this list. According to American media estimates, after extension, no less than 3,000 Chinese subsidiaries may be subject to equal sanctions.
A deal with the U.S. would be impossible.
In fact, no one thought that the United States could do this, the trade of affiliated companies and the main companies are very different, let alone some business directions are different, and there is no half-trade content with the United States.
If Trump "does" this, China-U.S. relations will face the most "wreckage".
U.S. corporations have also expressed concern because they are really afraid of China’s equal counter-terrorism policy and don’t understand why Trump “preferred to kill a thousand mistakes rather than let go of one.”
Obviously, the reason is that the United States is so "worried" about China's technology industry that it says it must "plug the loopholes" at all costs.
With the rapid rise of China in the fields of semiconductors and artificial intelligence, it is now increasingly urgent to try to strike China.
Trying to prevent China from acquiring key technologies through this "full-chain blockade".
If they do not do so, the growing gap between China and the United States over the past few years will become a fix.
Former U.S. Secretary of Commerce Raimondo mentioned before leaving office that he was interested in China's development “Very shocked”。
Industry insiders also mentioned that by extending the scope of sanctions to subsidiaries, it can effectively block the path for entity list companies to circumvent restrictions through equity structure adjustments.
To curb the possibility of its subsidiaries to carry out advanced technology research and development and supply chain construction.
Among the additional sanctions measures imposed by the United States in 2025, it will blacklist dozens of China technology affiliated companies through this principle, preparing to accurately crack down on the research and development process of China's high-end computing chips.
In addition, because cross-border transactions with sanctioned subsidiaries require U.S. government authorization, this theoretically increases business complexity and time costs.
Some international customers have chosen to terminate their cooperation due to risk avoidance, which has hit the company's "international trade".
But in fact, Huang Renxun and others also reminded:
Whether it is Biden or Trump, their actions are "doing good things with bad intentions," which has greatly accelerated the autonomy process of China's technology companies and the restructuring of the industrial chain.
Since Trump’s last term in office in 2020, China has invested 1.4 trillion yuan in support of the semiconductor industry and subsequently invested in digital technology.
The US media said that there are hundreds of billions of dollars in additional support to help companies break through technological bottlenecks.
Under the pressure of sanctions, SMIC has improved the yield rate of existing equipment, achieved stable mass production of the 14nm process, and continued to make breakthroughs.
US media report data also shows that China has built a set of "countermeasures framework" based on the content of US sanctions, which promotes domestic industrial chain coordination and the improvement of policy systems.
After the Anti-Foreign Sanctions Law rules came into effect, China quickly supplemented the import loopholes in the industry.
In the previous period, the H20 was banned from sale, proving that more than 50% of the domestic enterprises started purchasing chips from the country.
By 2025, China's semiconductor equipment self-sufficiency rate has reached 50%, forming a complete ecological prototype from material to equipment.
The current reality is that China has begun to explore the "transition supercar", making progress in the fields of quantum computing, carbon nanotubes and so on, and U.S. companies are no longer the only way out.
Moreover, after Trump took the hand of sanctions on more than 3,000 Chinese companies, China has also responded:
It called on the United States to stop unreasonable pressure on Chinese enterprises and warned it would take the necessary measures to resolutely safeguard the legitimate rights and interests of Chinese enterprises.
This is similar to the "worst outcome" expected by American companies. In the face of Trump's control, it is likely that a large number of American companies will also be simultaneously countered by China.
China's resolute "back-to-back" action, although it brings pain to Chinese scientific and technological enterprises in the short term, is absolutely beneficial for China's independent technological development in the long run.
The reason is that the core technology can not be obtained through external access, and only independent self-reliance can lay long-term competitiveness to emerge internationally.
From another perspective, the behavior of the United States is also "helping" Chinese companies move towards independence and strength.
References:
The Ministry of Commerce issued the export control transparency rules of the Ministry of Commerce of the United States
"Ministry of Commerce answers questions on Japan's inclusion of many of my entities in the" end-user list "of export control" Hunan Daily
The Trump administration has included several Chinese technology companies in the "entity list"