As the world's eyes focus on Biden**'s latest moves on China's auto industry, we can't help but ponder. Biden's recent statement proposed an investigation into the national security risks of China's electric connected vehicles, "taking unprecedented action", and pushed the incident to the forefront.
This is not only a first-class policy game, but also touches on multi-level sensitive topics such as market access and data protection.
Biden's action, ostensibly a cautious attitude towards technological progress, actually reflects the deep-seated problem of how to balance economic interests in the wave of globalization. The U.S. Department of Commerce's action has launched an investigation into the security threats to Chinese-made connected vehicles, which could lead to new regulations or restrictions on Chinese-made vehicles.
Behind this decision, there are concerns about data privacy and security, and behind it is also a forward-looking consideration of the future competition pattern of the automotive market.
Over the past two years, China's electric vehicle market has shown a significant competitive advantage on a global scale. In 2021, China's electric vehicle sales reached nearly 3 million units, with a penetration rate of 15%, and further increased to 21 in the first half of 20226%。Exports have also grown significantly, reaching 5880,000 units, up 163% y/y. In the European market, the share of Chinese brand electric vehicles has increased from 0The increase of 4% to nearly 4% in 2022 shows the international competitiveness and market acceptance of Chinese electric vehicle brands, and also alarms Western countries, led by the United States.
In this era of informatization and networking, the car is no longer just a simple means of transportation, but has become an intelligent data platform. From this point of view, Biden's concern is not unreasonable, but the excuse is too obvious. As a new frontier in data collection and processing, the car may indeed become a potential risk point, but it is not the most important consideration in decision-making.
Under international law, States should ensure that markets are open and that foreign products are not unreasonably restricted or excluded. If the measures taken by the United States are perceived as unfair restrictions on Chinese products, then China may file a complaint with the World Organization (WTO).
The United States must take this into account when taking action. At the same time, we cannot ignore the fact that the issue of data protection and privacy is a hot topic around the world. Finding a balance between protecting the privacy of individuals and promoting economic development is a challenge for all countries. In such a complex context of international law, Biden's actions will undoubtedly trigger a series of chain reactions. This is not only a contest of technology and security, but also a contest of future international rules. Legal gas station