In the past 24 hours, the United States, Japan and India have successively imposed sanctions or restrictions on Chinese companies, which has aroused widespread concern.
These actions seem independent, but they form a certain synergy in time nodes and direction.
What is the deep logic behind the Japanese move?
What is the impact on China companies?
How will China respond?
First, on September 29, Japan's Ministry of Economy, Trade and Industry updated the "End User List" for export controls and added a number of China companies.
The so-called "end-user list" is a list of enterprises that the Japanese government has identified as possibly involved in military use or sensitive directions, and Japanese enterprises are prohibited from exporting related technologies and equipment to these companies.
In recent years, Japan has gradually tightened its technological restrictions on China and frequently used "list tools". This is obviously driven by the United States.
The United States has been asking Japan to cooperate with its blockade policy against China in fields such as lithography machines and semiconductor materials.
Japan’s move is, on the surface, based on national security, but at a deeper level, a compromise on the geopolitical needs of the United States.
However, this restrictive policy may not be beneficial to Japan's own economy.
China is an important trading partner of Japan, and the two countries cooperate closely in the high-tech field.
If Japanese companies lose the Chinese market, they may find it difficult to find alternatives, and in the long run, they may even cause damage to their own economies.
Meanwhile, the U.S. Department of Commerce also announced a new export control rule on September 29, further expanding the scope of sanctions.
The “transparency rule” requires equal restrictions on entities included in the “entity list” and their subsidiaries holding more than 50 percent of their shares, while strengthening the scrutiny of minority equity companies.
The rules blocked the possibility of Chinese companies circumventing sanctions through subsidiaries, apparently in order to completely suppress the internationalization of Chinese enterprises.
The United States 'reason is still to "protect national security," but this practice has transcended normal economic competition and become a politicized economic and trade means.
On September 26, the Indian Ministry of Commerce and Industry announced anti-dumping duties on four-fluoride ethanol products from China.
This chemical product is mainly used as refrigerant, and the floor price set by India is US $4,423 to US $5,251 per ton.
Chinese export companies will be subject to additional taxes if the price is below this range.
In recent years, India has frequently launched anti-dumping investigations on Chinese goods, involving chemical, steel, electronics and other fields, with the aim of protecting its own industry.
However, it is still doubtful whether protectionist policies can really help India's manufacturing industry rise.
In the face of concentrated pressure from the United States, Japan and India, China's counter-measures are also in place.
China's Commerce Ministry responded quickly to Japan's and U.S. export control policies, arguing that it was an abuse of export controls, damaging corporate rights and interests, and undermining global supply chain stability.
With regard to Japan, China will continue to seek more companies out of the list through negotiations, while reminding Japan not to blindly follow the United States.
For the United States, China has established a number of countermeasures in recent years, including the "list of unreliable entities", export control regulations, and export controls on key raw materials such as rare earths and graphite.
The sanctions imposed by the United States, Japan and India may have a certain impact on Chinese enterprises in the short term, but in the long run, they may not be able to achieve the expected goals.
The world economy is highly integrated, and it is difficult for any country to be immune from it.
Choosing countries and to dance with the U.S. could be costly to lose the Chinese market.
China's attitude is very clear: resolutely oppose and actively counter it, while keeping the door of communication and cooperation open.
In the future, China must not only make its opponents feel the cost, but also use practical actions to prove that the act of containing China will only backfire itself.