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    Three Of The Global Industrial Chain Observation Under The Epidemic: Industrial Transformation Makes Competition And Cooperation More Complicated. China Needs To Enhance Its Autonomy And Leading Edge.

    2020/2/29 12:45:00 0

    Epidemic SituationGlobalIndustrial ChainSeriesIndustryTransformationConcurrenceRelationshipAutonomyLeading EdgeAdvantage

    Some politicians in the us want to cut off the global supply chain of Chinese technology companies, and they need allies' support. While busy with epidemic prevention in China, they have been working in European countries to force the latter not to use HUAWEI's equipment. Even US officials have proposed that the United States and Europe should join hands to deal with HUAWEI and support HUAWEI's competitors such as NOKIA and Ericsson.

    In the field of global technology, will the United States' strategy to make China become successful? It must be very difficult, because the EU's open stance of maintaining globalization is in conflict with the priority of the United States. Of course, the European Union's position to attach importance to and maintain its own competitiveness in science and technology is increasingly obvious. It regards both China and the US as competitors. Therefore, the EU will strengthen its localization policy, but will not explicitly reject China, because China is an irreplaceable market.

    The governments of major European countries such as Germany, Britain and France have already announced that they accept HUAWEI. Although they have set some conditions, such as market share, strict standards and non core networks, Europe is still willing to abide by the trade rules.

    European countries do their work in two ways. On the one hand, they give more orders to local enterprises, such as Ericsson and NOKIA. On the other hand, in July last year, the European Union called on the United States to join hands with the United States to enhance its influence in the global standard setting of Telecommunications and Internet of things, in order to counter China's ability to decide future technologies and standards.

    But the EU's move towards Americanization is more obvious. If the new round of industrial revolution is based on the digital economy, what HUAWEI provides is just the hardware infrastructure, and the core of the industry is data. However, in Europe, where the information industry revolution is lagging behind, its Internet domain is monopolized by American enterprises, and the data of local enterprises are also handed over to American business management. Therefore, German Chancellor Merkel publicly appealed in November last year that the EU should realize "digital sovereignty" and reduce the cloud services headquartered in the United States relying on Amazon, Microsoft and Google, so as to avoid dependence on US technology companies and lose digital sovereignty. Germany implemented a European cloud computing initiative called Gaia-X to replace American businesses.

    In addition, with the beginning of France, many European countries will impose a "digital tax", which will crack down on US businesses including Amazon, Google, Facebook and apple, because they monopolize the European market, and there are serious differences and potential conflicts between Europe and the United States. Recently, the European Commission has told all its employees to abandon the use of instant messaging applications such as WhatsApp, Facebook Messenger and apple iMessage, instead of using another local instant messaging application Signal for the sake of network security factors. All prohibited software is owned by American enterprises.

    It can be seen that the EU is getting rid of its excessive dependence on American enterprises to realize digital sovereignty and information security, so as to develop science and technology more independently. After the destruction of globalization by the US government, the EU emphasizes its own interests, especially to maintain and increase its competitive advantage in the new technological revolution, which is even more conflicting with the interests of the US enterprises, because Europe needs to win back the information industry and digital sovereignty from the US enterprises. The EU is strengthening its competitiveness in various emerging industries. This trend will not lead the EU to join hands with the us to ban China's technology industry. On the contrary, the EU needs to rely on China's market to improve its own industrial and technological advantages. The competition between the European Union and the United States is more obvious, for example, the United States threatens to impose taxes on European cars and aircraft.

    In order to maintain the advantages of Europe in the automotive industry, faced with the rise of Tesla, European manufacturers have entered the field of new energy vehicles to avoid repeating the failure of NOKIA being defeated by apple. In order to get rid of dependence on Asian and battery manufacturers such as China and Korea, European enterprises have implemented the plan of "battery localization". German Volkswagen, BMW and other enterprises have built their own batteries. Recently, Opel and the French battery manufacturer Saft, Fox and Sweden battery company Northvolt were built to build the battery factory. BASF has also announced the construction of lithium-ion battery cathode materials in Germany. Meanwhile, France Alston announced in February 17th that it would spend $6 billion 700 million to buy the bombardier railway department. If the acquisition is completed, Alston will become the second largest train manufacturer in the world and compete with China's middle car.

    It can be seen that the major economies in the world are strengthening their autonomy and leading edge in the new round of technological revolution and industrial change, competing for industrial dominance and standard setting power. Europe is more concerned about strengthening its competitiveness than suppressing and blocking China's technology supply chain. Although it will avoid sharing technology with China in emerging technology, it will not deliberately suppress China's technology and industrial development. In the field of semiconductors, new energy vehicles, aircraft and so on, Europe and the United States are even competing in the Chinese market.

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