According to the micro-network news, the US Department of Commerce announced that BIS (Industrial Safety Administration of the US Department of Commerce) will be officially released on August 1st in the US East, adding 44 Chinese companies (8 entities) on the grounds of national security and diplomatic interests. Adding 36 affiliates) to the list of export control entities, including many research institutions. The United States officially began a technical blockade against China, and this list mainly affects the microwave RF industry.
The 44 new companies/institutions are: China Aerospace Science and Technology Co., Ltd. Second Institute and its affiliated research institutes, China Electronics Technology Group Corporation 13th Research Institute and related and subordinate units, China Electronics Technology Group Corporation 14th Research Institute and Association and subordinate units, 38th Research Institute of China Electronics Technology Group Corporation and related and subordinate units, 55th Research Institute of China Electronics Technology Group Corporation and related and subordinate units, China Technology Import and Export Group Co., Ltd., China Huateng Industry Co., Ltd., Hebei Far East Communications.
From the list, it is mainly related to China Electric Power. China Electronics has 8 listed platforms, namely, Chuangchuang Electronics, Guorui Technology, Jiesai Technology, Taiji, Hikvision, East China Computer, Phoenix Optics. , Wei Shi Tong. The newly added enterprises are mainly research institutes affiliated to CLP and affiliated companies of the institute, such as Nanjing Rihai Industrial Corporation under Nanjing 14th, Nanjing Radio Technology Research Institute, and Anhui Sun Electronics Co., Ltd. Anhui Bowei Changan Electronics, Hefei ECU-TAMURA Electric, Anhui Bowei Guangcheng Information Technology Co., Ltd., etc.
In addition, the inventory summary ERC also modified the entity list, adding an export control enterprise: Chengdu Haiwei Huaxin Technology Co., Ltd. and its subsidiaries.
According to the policy, based on clear facts, if the competent authority can determine that an entity has been or is likely to violate US national security or foreign policy interests or hinder the investigation of the Industrial Security Administration or other law enforcement agencies, it can be included in the entity list (Entity List) All US companies are required to apply for a permit to export goods to companies on the list of export control entities. In fact, the United States has a long-standing technical blockade against China, and the Wassenaar Agreement signed in 1996 is One of the most widely known terms.
If we compare the strategic tasks in the National Medium- and Long-Term Science and Technology Development Plan (2006-2020) formulated by the Chinese government with the Wassenaar Agreement’s military-civilian product restriction list, we can find that Medium- and long-term science and technology development plan (2006-2020):
Of the 68 priority themes in the 11 priority areas, the relevant R&D priorities of 34 priority themes in 9 priority areas are subject to export restrictions on the Wassenaar Agreement’s list of military-civilian dual-use products;
Of the 27 research and development priorities related to cutting-edge technologies, 15 are within the export restrictions of the Wassenaar Agreement list;
There are 9 relevant R&D priorities for 13 major projects in the civil sector, and 9 are subject to export restrictions on the Wassenaar Agreement list.
In the field of semiconductors, China's massive acquisition of foreign excellent semiconductor companies in recent years has made the United States even more defensive. Under the obstruction of its CIFUS department, it has repeatedly stopped Chinese companies to acquire US semiconductor companies.
Most of the 44 Chinese companies and affiliates announced today belong to China's aerospace and military industry related companies. China Electronics and its subordinate units have become the hardest hit by the US blockade. Guosen Securities analysts believe that at this stage, the impact is very high. Limited. The reason is:
1. The localization and autonomy of military enterprises are high. All military enterprises and universities in China have been on the NATO national embargo list since the end of 1989. After 30 years of development, China’s major weapons and equipment have fully realized their own design and testing. Then to the national production of production, there is little relationship with foreign countries.
2, military chips, China has basically achieved national production in around 2010. Military chips are mainly dependent on DSP and FPGA, and electrical engineering 55, 14, 29 have their own ability to design and manufacture such chips, no external rely.
3, China's military system and NATO countries (except Turkey) without any military trade. China's military system products export customers mainly for Asian, African and African non-American countries, and no trade with Europe and the United States.
4. The proportion of European and American equipment introduced through special channels is too small. China has indeed introduced European and American equipment and experimental instruments through special channels, but most of them are single sets (more than one can not steal), the volume is too small.
At the same time, today Trump has just announced that it will increase the tariff of 200 billion US dollars from 10% to 25%. Trump said on July 10 that he would seek to impose 10% on thousands of goods imported from China. Tariffs. These include food, chemicals, steel and aluminum, as well as a wide range of consumer products, from dog food, furniture, carpets to car tires, bicycles, baseball gloves and beauty products. These duties are subject to public comment. It will not take effect until after the consultation period, but raising the tax rate to 25% will threaten the escalation of Sino-US trade disputes.
This time, it is worthy of attention to list the export control of Chinese military industrial enterprises and increase the technical blockade. Will the follow-up further expand into the semiconductor field?