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the boundary of transport: from technological confrontation to the shock of the industrial chain


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the new regulation of the us government stems from biden's order in february this year to investigate whether chinese auto imports pose a "national security risk" in terms of connected technology, and to ban all vehicles on us roads from using chinese technology software or hardware. us commerce secretary raimondo claimed in may that chinese software or hardware in us connected cars poses a "significant risk". these measures are not accidental, but a series of measures taken by the us government against chinese technology companies to reduce dependence on chinese technology and thereby maintain the united states' own dominant position in the high-tech field.

however, the implementation of the new rule has also sparked widespread controversy. chinese automakers said that replacing hardware and software takes time, and their systems go through a lot of pre-production engineering, testing and verification processes, and generally cannot be easily replaced with systems or hardware from different suppliers. in addition, the trade organization of american automakers also warned that replacing hardware and software takes time and may have an impact on the global automotive industry chain.

sun xiaohong, secretary general of the automobile internationalization committee of the china chamber of commerce for import and export of machinery and electronic products, said that this behavior is not only "trade protectionism", but also a challenge to the global automotive industry chain, hindering global cooperation and technological exchanges. at the same time, sun xiaohong emphasized that compared with tariff barriers, it is not easy to cut off a closely cooperating industry chain with administrative orders.

this new regulation of the us government will undoubtedly have a profound impact on the global automotive industry. it not only represents the competition of the united states in the high-tech field, but also reflects the reality of technological confrontation and economic competition in international trade. this event will push the global automotive industry towards a new development direction and will have a significant impact on the future industrial structure.