You may still remember the infamous "entity list" in the United States, right? In the past, whoever was named was on the list. Although it was disgusting, at least there was a scope. But just recently, Washington quietly upgraded its gameplay, and the Bureau of Industry and Security (BIS) of the U.S. Department of Commerce issued a new rule, which can be summarized in one sentence: But any enterprise on the "entity list", as long as it holds more than 50% of the subsidiaries, let alone, automatically pulls into the "black list".。
What is this concept? For example, it used to be "precision strikes", but now it has been directly changed to "carpet bombing". This net is cast big and dense, leaving no breathing room for you. Americans speak well, this is to "plug loopholes" and prevent technology transfer without targeting any specific country. But you and I are like a mirror in our hearts. Every step of this move steps on the nerves of China companies.
The Financial Times asked research institutions to collect data and make preliminary estimates that once this new regulation is fully implemented, Could affect subsidiaries of thousands of our companies。You heard right, there are thousands of families! This is no longer a simple trade friction. It is an encirclement and suppression intended to cut off our high-tech industrial chain from the root. In the final analysis, the Trump administration just wants to use this extreme pressure to lock us at the middle and low end of the industrial chain and completely cut off any possibility of us catching up in technology.
In the face of this almost undisguised malice, we will not sit here to wait.The news came out, the response of the Ministry of Commerce was loud, eight big words, the words: “The nature is extremely bad and necessary measures will be taken.”。
Pay attention, everyone. In diplomatic rhetoric, these eight words are extremely heavy. This is no longer "expressing concern" or "resolutely opposing", but clearly telling the other party: You have crossed the red line, and I am ready to do it. Where does this confidence come from? It's not shouting out of thin air, but there are enough "guy things" built on the strength and toolbox we have accumulated over the years.
Do you still remember what happened some time ago? As soon as the United States put a group of our companies on the "entity list" of export control, we came back with a beautiful "counterattack". For the two major categories of products in the United States: universal interface chips and gate driver chips, we directly launched Anti-dumping investigation。 At the same time, it also launched discriminatory measures against the United States in the field of integrated circuits Anti-discrimination investigation。
This combination of fists, which is called a professional, which is called a precise. Why? because this is exactly the pain point of the relevant industry in the United States. More interestingly, the follow-up effect, the Ministry of Commerce investigation news when published, Domestic chip enterprise orders are on the rise.。What does this mean? This shows that our counterattack is by no means a bluff, but a punch to the flesh and can actually change the market structure. The market share that was once occupied by American companies is rapidly being filled by our own companies.
I'm afraid this immediate effect is something Washington never expected. They always think that they have technological advantages and can do whatever they want, but they forget that today's China is no longer the China that can only passively accept recruits. We not only have the ability to fight back, but also have the wisdom to choose to fight back at the most appropriate time and in the most accurate field. This strategic determination is supported by our complete industrial system and huge domestic market.
To put it bluntly, we sent a clear signal to the world through rapid and precise countermeasures: The era when you can take it all by hegemony has long passed。
Of course, in our toolbox, far more than this. trade disputes, even so long ago, made the United States feel the pain of skin cut. The Trump administration seems to generally learn no lessons, always feel that increasing tariffs can give us up, but is it realistic?
The latest trade data is simply a "face-to-face record". the pattern of China-U.S. trade is changing enormously. Our cotton imports from the United States have plunged by 80%, our imports of large-displacement vehicles have dropped by 70%, and even our imports of key equipment needed to make semiconductors have plunged by one-third!Even worse, we stop importing U.S. natural gas for more than 40 days in a row, and thousands of U.S. pork companies are likely to lose China, the world’s largest pork consumer market, forever because they don’t get a qualified renewal of exports to China.
Behind these cold numbers, there is a clear strategic shift: China is actively and planned to rearrange the global supply chain layout.。We no longer put eggs in one basket, especially one full of uncertainty and hostility.
In the face of the United States, the Trump administration’s unilateral policy is making its own people pay. The back yard of its home was also burned as they were busy surrounding us. The White House has called on federal agencies to develop emergency plans to deal with government shutdowns.And even mentioned the possibility of “permanent” cuts to some of the positions. Vice President Wendy publicly acknowledged that the U.S. government is taking steps toward a shutdown.
A superpower that can’t sustain even the normal functioning of the government, but still puts its main energy on suppressing other countries, which is a magical thing in itself. More interestingly, even if the government faces the risk of shutdown, the Ministry of Homeland Security has made it clear that the customs enforcement work will never stop.
Even the Russian media has analyzed that if the situation worsened further, China's next step is likely to increase the efforts to implement controls on the export of metals to the United States. This trump card is rare earths and rare metals。
China has an absolute dominance in the global supply chain of rare-earth and rare metals. These things are the necessities of all the high-tech products such as making chips, electric vehicles, precision-guided weapons. Once we really “brake” on it, the blow to the entire U.S. manufacturing and military system will be deadly. This card we have always been very restrained and not easy to use, but that doesn’t mean it doesn’t exist. It’s like a Damocles sword hanging on top of the U.S. head, always reminding them not to play too much fire.
At the end of the day, times have really changed. The past globalization model of "designed in America-made in China-sold globally" is being broken. Today's China is not just the "factory of the world", we are making every effort to climb the upstream of the industrial chain. From chip design to our own operating system, from industrial software to high-end equipment, The construction of a more autonomous and controllable technology system is accelerating。
Future competition is standard competition. Whoever masters the standards masters the future. In emerging fields such as 5G and artificial intelligence, China's right to speak is getting stronger and stronger, and we are changing from a rule follower to one of the rule makers. This improvement of soft power is more far-reaching than simple technological breakthroughs.
The Trump administration's expansion of the scope of sanctions this time may seem aggressive, but in fact it is a sign that they have run out of skills and a reflection of their deep anxiety. They are afraid that a China with a complete industrial system, a huge market scale and an endless supply of talents will eventually break the scientific and technological hegemony they have maintained for nearly a century.
However, the wheel of history is rolling forward and will not stop because of anyone's anxiety and suppression. The strong rise of China will eventually become a reality that the United States does not want to face, but has to face。 This time, in the face of the unreasonable suppression that thousands of enterprises may suffer, we will never endure it again. We will not only resolutely fight back, but also turn this crisis into a powerful driving force to promote our scientific and technological self-reliance and accelerate the construction of a new development paradigm.