{"id":1459,"date":"2024-09-23T23:30:32","date_gmt":"2024-09-23T15:30:32","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=1459"},"modified":"2024-09-23T23:30:32","modified_gmt":"2024-09-23T15:30:32","slug":"%e7%be%8e%e5%9b%bd%e5%af%b9%e7%94%b5%e5%8a%a8%e6%b1%bd%e8%bd%a6%e8%bd%af%e4%bb%b6%e6%8a%80%e6%9c%af%e7%9a%84%e9%99%90%e5%88%b6%e5%8f%af%e8%83%bd%e5%af%bc%e8%87%b4%e4%b8%ad%e5%9b%bd%e9%87%87%e5%8f%96","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=1459","title":{"rendered":"\u7f8e\u56fd\u5bf9\u7535\u52a8\u6c7d\u8f66\u8f6f\u4ef6\u6280\u672f\u7684\u9650\u5236\u53ef\u80fd\u5bfc\u81f4\u4e2d\u56fd\u91c7\u53d6\u53cd\u5236\u63aa\u65bd"},"content":{"rendered":"

\u6839\u636e\u300a\u7ebd\u7ea6\u65f6\u62a5\u300bBloomberg News\u7684\u62a5\u9053\uff0c\u7f8e\u56fd\u5373\u5c06\u63a8\u51fa\u4e00\u9879\u63d0\u6848\u2014\u2014\u7981\u6b62\u5728\u81ea\u52a8\u9a7e\u9a76\u53ca\u8f66\u8f86\u901a\u8baf\u7cfb\u7edf\u4e2d\u4f7f\u7528\u4e2d\u56fd\u4e0e\u4fc4\u7f57\u65af\u7684\u6280\u672f\u53ca\u8bbe\u5907\u3002\u6b64\u8ba1\u5212\u80cc\u540e\u662f\u62dc\u767b\u603b\u7edf\u5bf9\u6f5c\u5728\u7f51\u7edc\u5b89\u5168\u5a01\u80c1\u7684\u5173\u6ce8\uff0c\u8fd9\u4e9b\u5a01\u80c1\u6e90\u81ea\u4e8e\u4e2d\u56fd\u6c7d\u8f66\u8f6f\u4ef6\u4e2d\u7684\u5b89\u5168\u9690\u60a3\u3002<\/p>\n

\u4e0a\u6d77Automobility\u516c\u53f8\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6267\u884c\u5b98Bill Russo\u5bf9\u6b64\u63d0\u51fa\u4e86\u8d28\u7591\uff0c\u8ba4\u4e3a\u82e5\u9664\u6c7d\u8f66\u5916\u7684\u7535\u5b50\u4ea7\u54c1\u53ef\u4ee5\u63a5\u7eb3\u4e2d\u56fd\u7684\u8f6f\u786c\u4ef6\u6280\u672f\uff0c\u90a3\u4e48\u4e3a\u4f55\u5728\u6c7d\u8f66\u4e0a\u5c31\u6709\u5f02\u8bae\uff1f\u4ed6\u8ffd\u95ee\u7f8e\u56fd\u6b64\u4e3e\u7684\u6700\u7ec8\u76ee\u6807\u7a76\u7adf\u662f\u4ec0\u4e48\uff0c\u5e76\u6307\u51fa\u4e86\u4e00\u4e2a\u5173\u952e\u95ee\u9898\uff1a\u201c\u5982\u679c\u653f\u7b56\u76ee\u7684\u662f\u964d\u4f4e\u5bf9\u4e2d\u56fd\u8f6f\u4ef6\u7684\u98ce\u9669\uff0c\u90a3\u8fd9\u4e2a\u98ce\u9669\u7684\u8fb9\u754c\u5e94\u8bbe\u5b9a\u5728\u54ea\u91cc\uff1f\u201d\u4ed6\u8ba4\u4e3a\uff0c\u5b8c\u5168\u7981\u6b62\u8fd9\u4e9b\u8bbe\u5907\u53ef\u80fd\u4f1a\u52a0\u5267\u7f8e\u4e2d\u4e24\u56fd\u95f4\u7684\u653f\u6cbb\u7d27\u5f20\u5173\u7cfb\uff0c\u5e76\u4f1a\u4ee5\u67d0\u79cd\u5f62\u5f0f\u7684\u5bf9\u7b49\u53cd\u5236\u6765\u5f71\u54cd\u7f8e\u56fd\u5728\u534e\u4f01\u4e1a\u7684\u5229\u76ca\u3002<\/p>\n

\u4e0e\u6b64\u540c\u65f6\uff0cRusso\u8ba4\u4e3a\u6b64\u4e3e\u4e0d\u4ec5\u53ef\u80fd\u5f15\u53d1\u4e2d\u56fd\u5bf9\u7f8e\u56fd\u4f01\u4e1a\u5728\u4e2d\u56fd\u5e02\u573a\u7684\u62a5\u590d\u884c\u52a8\uff0c\u8fd8\u53ef\u80fd\u5bfc\u81f4\u4e2d\u7f8e\u5173\u7cfb\u8fdb\u4e00\u6b65\u6076\u5316\u3002\u4eca\u5e74\u4e94\u6708\uff0c\u9488\u5bf9\u8fdb\u53e3\u7535\u52a8\u6c7d\u8f66\u5173\u7a0e\u7684\u63d0\u9ad8\u5df2\u7ecf\u9ad8\u8fbe102.5%\uff0c\u4f46\u8fd9\u5e76\u6ca1\u6709\u963b\u6b62\u524d\u603b\u7edf\u7279\u6717\u666e\u53ca\u5176\u5728\u7f8e\u884c\u4e1a\u4eba\u58eb\u5bf9\u4e2d\u56fd\u7684\u8b66\u544a\uff1a\u4e2d\u56fd\u8f66\u4f01\u53ef\u80fd\u4f1a\u5229\u7528\u58a8\u897f\u54e5\u4f5c\u4e3a\u89c4\u907f\u8fd9\u4e9b\u5173\u7a0e\u7684\u65b0\u7b56\u7565\u636e\u70b9\u3002<\/p>\n

Sino Auto Insights\u516c\u53f8\u7684\u521b\u59cb\u4ebaTu Le\u5206\u6790\u6307\u51fa\uff0c\u8fd9\u4e00\u7f8e\u56fd\u7684\u8ba1\u5212\u5c06\u5173\u95ed\u4e00\u4e2a\u4e2d\u56fd\u4f01\u4e1a\u4e00\u76f4\u5728\u5bfb\u6c42\u7684\u3001\u7528\u4e8e\u7ed5\u5f00\u8fdb\u53e3\u5173\u7a0e\u8fdb\u5165\u5168\u7403\u6700\u5927\u6c7d\u8f66\u5e02\u573a\u7684\u901a\u9053\u3002\u6b64\u4e3e\u53ef\u80fd\u8ba9\u90a3\u4e9b\u8003\u8651\u5728\u7f8e\u56fd\u3001\u52a0\u62ff\u5927\u548c\u58a8\u897f\u54e5\u4e09\u56fd\u81ea\u7531\u8d38\u6613\u534f\u5b9a\uff08NAFTA\u6216USMCA\uff09\u4e0b\u5229\u7528\u58a8\u897f\u54e5\u4f5c\u4e3a\u51fa\u53e3\u67a2\u7ebd\u7684\u4e2d\u56fd\u6c7d\u8f66\u5236\u9020\u5546\u4eec\u5374\u6b65\u3002<\/p>\n

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\u4e0e\u6b64\u540c\u65f6\uff0c\u5728\u6b27\u6d32\uff0c\u4e2d\u56fd\u7535\u52a8\u6c7d\u8f66\u7684\u5927\u91cf\u6d8c\u5165\u4e5f\u5f15\u53d1\u4e86\u91cd\u5927\u7684\u53cd\u503e\u9500\u8c03\u67e5\u3002\u6b27\u5171\u4f53\uff08European Commission\uff09\u6307\u8d23\u4e2d\u56fd\u7684\u7535\u52a8\u6c7d\u8f66\u88ab\u8fc7\u5ea6\u8865\u8d34\u4e14\u4e0d\u6b63\u5f53\u5730\u626d\u66f2\u4e86\u6574\u4e2a\u6b27\u76df\u6c7d\u8f66\u4e1a\u3002<\/p>\n

\u800c\u4e2d\u56fd\u7535\u52a8\u6c7d\u8f66\u8f6f\u786c\u4ef6\u5728\u4e92\u8054\u7f51\u6216\u4e91\u670d\u52a1\u4e2d\u7684\u5e94\u7528\uff0c\u8d4b\u4e88\u4e86\u73b0\u4ee3\u8f66\u8f86\u4e0e\u5176\u9a7e\u9a76\u5458\u4e92\u52a8\u7684\u65b0\u65b9\u5f0f\u53ca\u529f\u80fd\uff0c\u4ece\u800c\u5f15\u53d1\u4e86\u5173\u4e8e\u6570\u636e\u9690\u79c1\u548c\u7f51\u7edc\u5b89\u5168\u7684\u62c5\u5fe7\u3002\u4f46\u540c\u65f6\u8fd8\u6709\u5546\u4e1a\u6027\u8003\u91cf\uff1a\u636e\u5f6d\u535a\u884c\u4e1a\u7814\u7a76\uff08Bloomberg Intelligence\uff09\u4f30\u8ba1\uff0c\u52302030\u5e74\u8fd9\u4e00\u5e02\u573a\u5c06\u4ef7\u503c\u8fd17500\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u5728\u5bf9\u7f8e\u62df\u8ba2\u89c4\u5219\u53cd\u5e94\u4e0b\uff0c\u6d89\u53ca\u4e92\u8054\u6c7d\u8f66\u8f6f\u4ef6\u4e0e\u786c\u4ef6\u76f8\u5173\u80a1\u7968\u7684\u8868\u73b0\u559c\u5fe7\u53c2\u534a\u3002\u6e2f\u80a1\u4e0a\u5e02\u4f01\u4e1a\u4e2d\u81f3\u5c11\u6709\u4e00\u5bb6\u80a1\u4ef7\u4e0b\u8dcc\u8d85\u8fc73%\uff0c\u800c\u5728\u6df1\u5733\u4ea4\u6613\u7684\u4f01\u4e1a\u80a1\u4ef7\u5219\u6700\u9ad8\u4e0a\u6da8\u4e862.1%\u3002 <\/p>\n

\n

\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>US Curbs on Chinese EV Software Tech Could Lead to Retaliation<\/a>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-23
\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n

A US plan that would further limit Chinese electric cars via software and hardware curbs may have ramifications beyond the auto industry and could result in retaliation against US businesses in China, some analysts say.US officials are set to unveil a proposal to ban the use and testing of Chinese and Russian technology and equipment in automated driving and vehicle communications systems, people familiar with the matter  Bloomberg News. The pending restrictions stem from an  into cybersecurity risks posed by Chinese vehicle software that President Joe Biden launched in March.Bill Russo, founder and chief executive officer of Shanghai-based investment advisory firm Automobility, questioned the US strategy given the proliferation of Chinese software in other consumer products. \u201cIf it\u2019s OK in something other than a car, it\u2019s OK if it\u2019s in a TV set or a smart device, what is the end game here?\u201d he said. \u201cIf the goal is to de-risk China software, where do you draw the line?\u201dHe added that an outright ban would only ratchet up existing political tensions between the two superpowers and would be met with reciprocity that will impact US business in China. In May, the US quadrupled  on Chinese EVs to a punitive 102.5%. Despite that, politicians including former President Donald Trump and industry figures in the US have expressed increasing  that Chinese car companies will set up in Mexico to avoid the tariffs. Tu Le, founder of US-based advisory firm Sino Auto Insights, said Washington\u2019s plan will close a major loophole that Chinese EV makers have eyed as a way to bypass import tariffs into one of the world\u2019s biggest auto markets, without having to unpick a free trade accord between the US, Mexico and Canada, also known as the North American Free Trade Agreement or USMCA.\u201cThis is the US closing the Mexico back door because if Chinese automakers had decided to build in Mexico, then they could enter via the USMCA and have free reign into the US,\u201d he said. \u201cThe USMCA can stay intact while Chinese vehicles can\u2019t enter the US.\u201dIn response to US concerns, the trade ministers of the three USMCA members  in May to \u201cjointly expand their collaboration on issues related to non-market policies and practices of other countries,\u201d a statement directed at China, according to a July  from the US Trade Representative. That report to Congress expressed concern about the actions of Chinese car manufacturers and government subsidies. \u201cAs with other key industrial sectors, the People\u2019s Republic of China is targeting the EV sector for dominance,\u201d it said. \u201cIt uses non-market policies and practices to concentrate production of goods within its borders, which undermines supply chain resilience and robs our workers and market-oriented businesses of the ability to compete fairly.\u201dChina\u2019s auto industry is also facing heavy pushback in Europe for flooding the continent with cheap EVs, which Brussels says are heavily-subsidized and unfairly distorting the bloc\u2019s auto industry.Chinese EVs have reshaped how today\u2019s cars, connected to internet or cloud services, engage with drivers and what features they offer. These capabilities have given rise to growing US concerns about data and cybersecurity risks. But there are also purely commercial worries too, with Bloomberg Intelligence estimating  will constitute a global market worth almost $750 billion by 2030.Shares tied to  software and hardware for connected vehicles were mixed Monday in response to the proposed US rules targeting their technology. Hong Kong-listed  fell as much as 3.1% while in Shenzhen,  rose as much as 2.1%.<\/pre>\n
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