Why are the Dutch seriously injured?China's resolute counteraction, which three trends are reflected?
The game between China and the United States, all of which have been seen in the eyes these years.From the beginning of the sky price tariffs, to the hands out, trying to tap our chips and engine neck, and finally pulling allies everywhere to circumvent China, the United States can be said to be a constant trick. It always thought China would compromise in the next second.But I didn't think that under the counter-repression of China, soon there was a "wrong head" that jumped out, this country is the Netherlands.
The Netherlands listened to the words of the United States and forcibly snatched Anshi Semiconductor, which our China companies took over and revitalized. Perhaps the Netherlands thought it could get a big bargain for nothing. This rude move is tantamount to pulling money from the bottom of the pot, because Nexperia's core production capacity and core market are all in China, and the result of forced divestiture is to instantly disintegrate the company's own operating foundation.However, the impact is far beyond that of the Netherlands.
First of all, This directly sounded a wake-up call for those allies of the United States.The Netherlands, and one of the few European countries that have followed the United States to play tough on China, what happened? Its own chip production stopped, and European car factories also stopped production due to lack of chips. Domestic companies in the Netherlands forced the government to solve problems every day. The Dutch government finally wanted to talk to China, but had no chance. At this time, other countries that were still watching panicked. Who would dare to easily follow the Netherlands and make enemies with China? Therefore, we can now see that many European countries have begun to "play Tai Chi" with the United States in their policies towards China and no longer dare to use it easily. The United States has naturally relaxed its strategy of forming a gang to contain China.
More importantly, This has helped China set a clear rule.。 In the past, some countries may have felt that following the United States to provoke China, at most, they would get a few verbal protests, which was neither painful nor itching. However, China took the Netherlands to "establish its prestige", and what happened to the Netherlands made them see clearly: China's counter-measures were precise, powerful and hit the sore spot. Moreover, these counter-measures will not hurt our own industrial foundation. The effect of killing chickens and making an example of monkeys is immediate. In the future, if any country wants to play the crooked ideas of Chinese companies, it must first weigh whether it can bear the double cost of breaking the industrial chain and losing the Chinese market.
and finally, It has also made the world fully aware of the irreplaceable weight of China in the industrial chain。 In the past, there were always people who had illusions that they could easily find a replacement for China. But the case of the Netherlands clearly shows that in key areas such as high-end chip manufacturing, it can't even make a chip without China. Only then did the world realize that China is no longer a dispensable ordinary link, but a key node in many global industrial chains, which is difficult to be replaced.
So, Through this event, can we read what key signals in the game?Three signals that make the United States and the West feel dangerous have been exposed. The first signal is that China has shifted from "seeking negotiations" to "daring to fight."Looking back at the beginning of the 2018 trade war, we were more hopeful that the US-China trade weight would return to the right track. But the United States took a step forward, forcing us to completely let go of the illusions. Now, our counter-action is a decisive and decisive combination, and clearly stated that we have assessed the counter-action effects that we can afford. This message is very clear: If the United States doesn’t want to talk well, then we’ll go to the end. The second signal is that China’s reliance on the United States is rapidly decreasing, and the “backway” is widening.We are reducing our exports to the U.S. market; large soybean orders are no longer being sent to the United States, but are moving to other countries; our new energy vehicles are selling well in Europe and the Middle East; even with the most stuck chips, our autonomy is also improving, and basic and vehicle-level chips can already support the girders, which means that we have more confidence and room for maneuver.
The third signal is that our industrial chain is highly resilient and is not afraid of long-term wars of attrition.We in the field of rare earth, not only control exports, even refining technology and final use are strictly reviewed; for the ship to the United States, the special cost of the collection is not a point; for the chip giant of the United States, the anti-monopoly investigation should be conducted as regularly advanced. The United States has demonstrated its defeat, and today's China has a solid backdrop and the ability to fight any lasting trade war.