Rational Analysis of the United States want to make things difficult Ali, Huawei!

Wed Jan 17, 2018 9:34 pm

BBS unknown space station (Wed Jan 17 19:19:50 2018, the United States East)

At the beginning of the new year, there are some well-known Chinese enterprises under pressure in the United States. U.S. Trade Representative Office on the 12th again
The Alibaba Group's Taobao listed in the list of notorious markets, refers to Taobao is still flooded with a large number of infringing items. In the meantime, Huawei's agreement to sell handsets through AT & T was also canceled. Reasons for the two bans All are to safeguard U.S. national security. Earlier, Ali's gold ant clothes to buy speed gold contract was also banned.

It surprised me that! On January 13, Taobao was again listed in the "notorious market" by the U.S. Trade Representative Office (USTR) Blacklist, the other given the reason is a large number of reported Taobao fake and piracy! But the U.S. Trade Representative Office The USTR does not include Taobao in the "notorious market" every year. This blacklist, as early as 2011 point Amoy After the name of the treasure net, the consumer stopped for four years, then, in 2016, 2017 and again for two years selected Taobao.

The same as the United States e-commerce Amazon, but also often exposed the problem of fakes, but it has never been included in the list Inside. This is enough proof of how arbitrary the standard is called a blacklist claiming to protect intellectual property. Simultaneously Also confirms the United States Trade Representative Office (USTR) any pretentious "want to have time to include you, when will the list" Wrongdoing

In all fairness, in order to open the electricity supplier market in Europe and the United States these years, in order to crackdown, Ali's Taobao Mall The price paid is not small. It is reported that Ali created a special anti-counterfeiting team of 2,000 people, this team Work is to use 10 billion per year to buy fake, appraisal fake, joint law enforcement officers crackdown.

Especially in 2017, Ali constantly looking for legal means to declare war on the sale of fake goods. March 2017, Ma Yun call Appeal to "treat the fake like a drunk driving." July 2017, "the first case of counterfeiting business," sentenced, Taobao win And get 120,000 yuan. Throughout 2017, the proportion of returns initiated by consumers for buying counterfeit goods dropped by 29% over the previous year.

Of course, the same sadness is Huawei. As early as 2012, the United States released a report on its establishment of China based on national security Preparation of the ban, even if it is an ordinary cell phone, the United States is also a variety of vigilance, just a few days ago, under pressure from the government, the United States AT & T, the second-largest mobile operator, had to cancel its plan to sell Huawei handsets.

The question now is why the U.S. regulators have taken a market-for-ban on Chinese enterprises represented by Ali and Huawei Degree? First of all, although U.S. foreign trade protectionism is heating up, the United States trade deficit in the first 11 months of 2017 But increased by 50.5 billion U.S. dollars. The trade deficit with China increased by 25 billion U.S. dollars throughout the year. The U.S. government is out of protection of its own businesses Economic demands, pressured through various excuses to shut down Chinese enterprises outside the market gate.

However, we think that the U.S. trade deficit with China is both related to fluctuations in the exchange rate and with the U.S. society against China The high degree of dependence on commodities, the more the United States forbids the export of goods to China and the technical content is too much, the resulting bilateral trade Huge deficit. Therefore, the United States should have thought about how it should provide more goods and technology to China in exchange for The relative balance in trade, not the fight for "trade war", is to solve disputes.

Furthermore, U.S. regulators rejected the entry of U.S. companies such as Ali and Huawei into the U.S. based on "national security" Soil for investment and mergers and acquisitions. This is mainly if Ali will do electricity to the United States, then get a large number of Americans spending Data information.

Similarly, Ali's gold ant clothes will be the third-party payment to the United States, then Ali can easily access the United States Mobile payment market of all kinds of big data. Of course, Huawei is banned by the relevant U.S. agencies and Huawei is also prevented from getting it Information about the U.S. government.

Finally, Alibaba, Huawei has been second to none in this area of their own country, if you enter the United States There is bound to be great potential in the field, and parts of the United States (e-commerce, mobile payment, telecom, etc.) are also relatively Backward, so once the Chinese enterprises enter the U.S. market, they will soon get swift and violent development.

In the view of the Trump administration in the United States, it mainly wants to take up even greater cheaper trading partners. If you let Ah, Huawei entered the U.S. market and will not only earn Americans' money, but also occupy the U.S. market and squeeze out Related enterprises in the soil may affect the employment rate rebound. So, even if good companies like Ali, Huawei have been After the emergence of the United States, but the government would rather ban the market up until the posterity to develop, do not want to coax the market
Let the investors in China.

US regulators on Ali, Huawei to ban the market, pass several layers of meaning: First, do not want China to the United States The trade surplus is getting bigger and bigger, hoping to rebalance the trade between the two countries through bilateral trade frictions. Second, the U.S. Authority They have stepped up their supervision of Chinese enterprises and they do not want to see Chinese enterprises taking the lead in mastering big data in all fields of the U.S. economy Third, the U.S. government does not want Chinese enterprises to make huge profits in the United States, especially outstanding enterprises in mainland China. In the U.S. market, even if the strength of the U.S. domestic enterprises is not diminished, it will not be possible.