The Netherlands has been a little panicked recently-Minister Karemans of the Ministry of Economic Affairs shouted into the camera to sit down with China and talk, saying that diplomats are busy "resolving the deadlock" every day. But to be honest, it is too late for the Netherlands to give in now. China's attitude is particularly clear this time: it can talk if you want, but you must first explain the absurd things you have done before clearly, and don't think of turning over with just a word of "peace for peace"!
This has to be said from the operations before the Netherlands. Just a few days ago, our country's Zhou Tai Technologies issued an announcement, that the company's ANSI semiconductor was joined by the Dutch government and the court. How did it? the assets of the world's 30 relevant entities are not allowed to move within a year, intellectual property rights, business adjustments are all banned, even the chairman of ANSI semiconductor Zhou Sheng has been suspended. More spectrally, the Netherlands also wants to put a non-Chinese "independent director" in the hand, this person also has the "decisive voting right", the shares held by ANSI must also be handed over to the third party "hosting".
Don't think that Anshi is a dispensable small company, it is a "just-needed player" in the field of automotive electronics. Although it does not make the most cutting-edge chips, global car companies have to rely on it to supply them, with many products and large output. More importantly, Nexperia's core production capacity and market are in China-China's packaging factories account for nearly one-third of its global production capacity, and nearly half of its global revenue comes from the Chinese market. Such a noise in the Netherlands is equivalent to directly breaking the foundation of Nexperia. As a result, it fell first: local chip production stopped, European auto factories also closed down due to lack of chips, and Dutch companies gathered around the government every day to ask for arguments. I hurriedly wanted to negotiate with China.
However, the Chinese side is not so easy to talk about, and directly comes up with countermeasures of "killing chickens to make an example of monkeys". On October 14th, we announced the strengthening of rare earth export controls-we must know that rare earths are the "lifeline raw materials" for making chips, and without them, the chip production line cannot be turned around at all; At the same time, it is also stipulated that Nexperia's companies and its subcontractors in China can no longer export specific finished components made in China. These two moves directly hit the sore spot in the Netherlands. Nexperia's global supply chain was instantly stuck, and the Dutch chip industry was suddenly stunned, which really panicked.
In this incident, there are three "red flags" that cannot be hidden, each of which makes the United States and the West feel uneasy. The first signal is that China has long lost the illusion of "just wanting to negotiate with the United States and Europe", and now it is "daring to fight". When the trade war first started in 2018, China still wanted to get Sino-US economic and trade back on track, but the United States pushed its luck again and again, forcing China to put down its illusions. At present, China's counter-measures are all "combination boxing", which is decisive and resolute. It is still early to settle the consequences and fully bear the price-if the United States doesn't want to have a good talk, China will accompany it to the end.
The second signal is that China's dependence on the United States is getting lower and lower, and its "back path" is getting wider and wider. In the past, the United States always felt that it could rely on market and technology to block China's neck. Now that China's exports to the U.S. market have dropped, soybean orders have been transferred to South American countries such as Brazil and Argentina; New energy vehicles are selling well in Europe and the Middle East, and we don't have to worry about losing a market at all; even for the most stuck chips, our autonomy is improving. Basic chips and vehicle-level chips can already be used. It is becoming increasingly difficult for the United States to control China.
The third signal is that China's industrial chain is particularly resilient and is not afraid of fighting a long-term war of attrition. Our control of rare earths is not only to restrict exports, but also to strictly examine the refining technology and end use; Freighters from the United States should charge a lot of special fees; For the American chip giant, the anti-monopoly investigation is also progressing as usual. These are not temporary ideas, but long-term layouts that have been planned for a long time. The industrial chain has been firmly strengthened for a long time. It is purely wishful thinking for the United States to drag down China by consumption.
Speaking of this, some people must ask: Why does the Netherlands dare to do this? In fact, the mastermind behind the scenes is the United States! As early as June this year, the United States began to put pressure on the Netherlands, saying clearly that if Zhang Xuezheng, CEO of Anshi, was not replaced, he would not want to get exemption from the "entity list" of the United States. At the end of September, the United States threw out a "50% penetration rule"_simply put, subsidiaries owned by Chinese enterprises with more than 50% of shares will also be subject to U.S. sanctions, and Anshi happens to be among them. Immediately afterwards, the Netherlands took action and completely emptied the Chinese shareholders. Now the Netherlands still wants to throw the blame, saying that the action has nothing to do with the United States and that the timing is just a "pure coincidence." Who would believe this? China's Ministry of Commerce has long pointed out that the initiator of harming Chinese companies is the "penetration rules" of the United States. If the Netherlands is really sincere, it should make its own decisions and stop following the United States.
The Netherlands this encounter, in fact, to the United States allies pointed out a wake-up – followed by the United States against China, in the end losing will only be themselves. Now many European countries in the policy against China have begun to "take tai chi" with the United States, no one is willing to be "gun master". After all, the world has seen clearly, China has long been not a role in the industrial chain, but a key node, away from China, many industries can not play. The lesson of the Netherlands this "faulty head" is here, and later want to follow the United States to suppress China, you can first measure the ratio: can they bear the industry chain break, lose the cost of the Chinese market? China's attitude is also clear: want to talk, but have to take out the truth;