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US’ proposed ban on Chinese EV software, hardware protectionist: analyst
分析师:美国提议禁止中国电动汽车软件,硬件保护主义者
SOURCE / ECONOMY
来源 / 经济
US’ proposed ban on Chinese EV software, hardware protectionist: analyst
分析师:美国提议禁止中国电动汽车软件,硬件保护主义者
Crackdown measures won’t stop development of China’s auto industry: experts
专家:打击措施不会阻止中国汽车工业的发展
Published: Sep 23, 2024 12:31 AM
发布时间: 2024 年 9 月 23 日 上午 12:31
Workers complete assembling an electric vehicle (EV) at China's EV start-up Leapmotor in Jinhua, East China's Zhejiang Province on April 1, 2024. The smart EV factory delivered 14,567 new vehicles in March, a yearly increase of 136 percent. Photo: VCG

Workers complete assembling an electric vehicle (EV) at China's EV start-up Leapmotor in Jinhua, East China's Zhejiang Province on April 1, 2024. The smart EV factory delivered 14,567 new vehicles in March, a yearly increase of 136 percent. Photo: VCG
2024 年 4 月 1 日,工人们在位于中国浙江省金华市的电动汽车初创公司零跑汽车 (EV) 完成电动汽车 (EV) 的组装。智能电动汽车工厂在 3 月份交付了 14,567 辆新车,同比增长 136%。照片:VCG

Chinese experts on Sunday criticized a reported plan of the US to ban Chinese-made software and hardware in connected and autonomous vehicles in the US, saying the move lays bare Washington's reckless attempt to politicize trade issues and will hurt the global auto industry supply chain, including the US' own companies. 
中国专家周日批评了据报道美国禁止在美国的联网和自动驾驶汽车中使用中国制造的软件和硬件的计划,称此举暴露了华盛顿将贸易问题政治化的鲁莽企图,并将损害全球汽车行业供应链,包括美国自己的公司。


Coming after Washington has announced hefty additional tariffs on Chinese electric vehicles (EVs), the proposal, which is said to be announced soon, further showed the US' all-out effort to contain the development of China's auto industry; however, such effort runs counter to basic economic laws and will not stop the development of China's auto industry, experts noted. 
在华盛顿宣布对中国电动汽车 (EV) 征收高额附加关税之后,该提案据说即将宣布,进一步表明美国全力遏制中国汽车工业的发展;然而,专家指出,这种努力违背了基本的经济规律,不会阻止中国汽车工业的发展。


The US Department of Commerce is expected to propose a ban on Chinese software and hardware in connected and autonomous vehicles on US roads due to national security concerns, Reuters reported over the weekend, citing two unnamed sources. According to Reuter, the proposal is expected to be announced on Monday. 
路透社周末援引两名未具名消息人士的话报道称,出于国家安全考虑,预计美国商务部将提议禁止在美国道路上的互联和自动驾驶汽车中使用中国软件和硬件。据路透社报道,该提案预计将于周一宣布。


Specifically, import and sale of vehicles from China with key communications or automated driving system software or hardware would be banned. The US Commerce Department plans to implement the ban on software in the 2027 model year and the ban on hardware would take effect in January 2029 or the 2030 model year.
具体来说,将禁止从中国进口和销售带有关键通信或自动驾驶系统软件或硬件的车辆。美国商务部计划在 2027 车型年实施软件禁令,硬件禁令将于 2029 年 1 月或 2030 车型年生效。


The reported ban comes after Washington recently announced a 100 percent tariff on Chinese EVs, in an attempt to crack down on the burgeoning Chinese EV industry. It also comes as US officials have stepped up the smear campaign against Chinese EVs and other products, often with fear-mongering rhetoric. 
据报道,该禁令是在华盛顿最近宣布对中国电动汽车征收 100% 关税之后发布的,以试图打击蓬勃发展的中国电动汽车行业。与此同时,美国官员加大了针对中国电动汽车和其他产品的抹黑运动,通常带有散布恐惧的言论。


In May, Commerce Secretary Gina Raimondo even suggested that cars with Chinese software or hardware could be disabled. "You can imagine the most catastrophic outcome theoretically if you had a couple million cars on the road and the software were disabled," she said.
今年 5 月,商务部长吉娜·雷蒙多 (Gina Raimondo) 甚至建议可以禁用装有中国软件或硬件的汽车。“理论上,你可以想象如果你有几百万辆汽车在路上行驶并且软件被禁用,那将是最具灾难性的结果,”她说。


The series of crackdown measures highlighted Washington's anxiety over the rapid development of China's auto industry in recent years and its determination to resort to protectionist, costly measures to contain the rise of China's auto industry, experts said. 
专家表示,这一系列打压措施凸显了华盛顿对中国汽车工业近年来快速发展的焦虑,以及它决心采取保护主义、代价高昂的措施来遏制中国汽车工业的崛起。


"In essence, by announcing the additional tariffs and other crackdown measures, the US also made it clear that it has fallen behind China in the new-energy vehicle sector," Lü Xiang, research fellow at the Chinese Academy of Social Sciences, told the Global Times on Sunday. "It has lost in the competition so it resorts to protectionist measures." 
“从本质上讲,通过宣布加征关税和其他打击措施,美国也清楚地表明,它在新能源汽车领域已经落后于中国,”中国社会科学院研究员吕翔周日告诉《环球时报》。“它在竞争中输了,所以它采取了保护主义措施。”


There are relatively few Chinese-made light-duty vehicles exported to the US, according to Reuters. In terms of software, including autonomous driving technology, some Chinese companies have been allowed to conduct tests in the US; however, there are no public reports of major sales to the US. 
据路透社报道,出口到美国的中国制造的轻型汽车相对较少。在软件方面,包括自动驾驶技术,一些中国公司被允许在美国进行测试;但是,没有关于对美国进行重大销售的公开报告。


"In the long term, it means Chinese companies will lose a major market if the US implements the ban; however, the ban will also cause loses for US businesses and consumers," Xiang Ligang, director-general of the Beijing-based Information Consumption Alliance, told the Global Times on Sunday. 
“从长远来看,这意味着如果美国实施禁令,中国公司将失去一个主要市场;然而,该禁令也会给美国企业和消费者带来损失,“总部位于北京的信息消费联盟(Information Consumption Alliance)总干事向立刚周日告诉《环球时报》。


Xiang said that like the US' ban on Chinese telecommunications equipment and crackdown measures on other Chinese products, the proposed ban on Chinese auto software and hardware will also lead to higher costs for US businesses and consumers. 
项说,与美国对中国电信设备的禁令和对其他中国产品的打击措施一样,拟议的对中国汽车软件和硬件的禁令也将导致美国企业和消费者的成本更高。


Notably, the US government's crackdown measures on China's auto industry have prompted fierce opposition from auto industries in the US and other countries. 
值得注意的是,美国政府对中国汽车工业的打压措施引发了美国和其他国家汽车行业的强烈反对。


A trade group representing major automakers including General Motors, Toyota, Volkswagen and Hyundai have warned that changing hardware and software would be difficult and take time, Reuters reported. 
据路透社报道,一个代表通用汽车、丰田、大众和现代等主要汽车制造商的贸易团体警告说,改变硬件和软件将很困难,而且需要时间。


The additional tariffs on Chinese EVs have also drawn criticism from US businesses, which forced the US government to delay the announcement of a final determination twice. US EV makers and other businesses have asked for the higher tariff rates to be reduced, delayed or abandoned, and for potential exclusions to be greatly expanded, Reuters reported. 
对中国电动汽车征收的额外关税也招致了美国企业的批评,这迫使美国政府两次推迟宣布最终决定。据路透社报道,美国电动汽车制造商和其他企业要求降低、推迟或放弃更高的关税税率,并要求大幅扩大潜在的排除范围。


However, the US government has repeatedly disregarded pleas from the business community, laying bare the political motivation behind such actions, which will inflict huge damage for relevant industries, but fail to achieve the US' goal, experts said. 
但专家表示,美国政府一再无视工商界的呼吁,暴露了这些行动背后的政治动机,将对相关行业造成巨大损害,但未能达到美方的目标。


"It becomes increasingly clear that the US' protectionist industry policies have failed, and more protectionism will lead to even greater failure," Lü said, adding that there is huge room for cooperation in the auto industry, if the US stops politicizing trade and economic issues.
“越来越明显的是,美国的保护主义产业政策已经失败,更多的保护主义将导致更大的失败,”吕说,并补充说,如果美国停止将贸易和经济问题政治化,汽车行业将有巨大的合作空间。

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