According to the micro-network news, the Sino-US trade war continued to escalate. The United States officially imposed high-end technology blockade on some Chinese enterprises. Today, the US Department of Commerce announced that BIS (US Department of Commerce Industrial Security Bureau) will be officially released on August 1st. On the grounds of national security and diplomatic interests, 44 new Chinese enterprises (8 entities plus 36 affiliates) were added to the list of export control entities, including many research institutions.
In this new export control list, 44 companies are all Chinese companies, which 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 related and subordinate units, China Electronics Technology Group Corporation The 38th Research Institute and related and subordinate units, the 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 Communication.
This control list is mainly related to China Electronics, and China Electronics has 8 listed companies, namely, Chuangchuang Electronics, Guorui Technology, Jiesai Technology, Taiji, Hikvision, East China Computer, Phoenix Optics. And the guardian. In addition, the list of ERC also modified the list of entities, added an export control company: Chengdu Haiwei Huaxin Technology Co., Ltd. and its subsidiaries.
Almost all of these enterprises are Chinese military industrial enterprises. This afternoon, the Shenwan defense military industry index went down slightly, closing down 3.17%. Most of the subsidiaries of China Electronics Technology Group fell after midday. Among them, the Chinese electronics technology group was blocked. The company's 38th Research Institute as the first shareholder of Si Chuang Electronics and the 14th Research Institute of China Electronics Technology Group Corporation as the largest shareholder of Guorui Technology fell 3.41% and 5.9% respectively.
From the perspective of the main capital flow, except for the suspension of individual stocks, the remaining 7 stocks all fled today and the net capital outflow rate of the main funds climbed higher. The core capital outflow rate of Guorui Technology is as high as 24.77%, and the net outflow rate of Taiji shares is 18.75%. Phoenix Optical, Si Chuang Electronics, Hikvision's main capital net outflow rate was 14.43%, 13.92% and 11.47%.
Sanctions list: 8 entities plus 36 affiliates
First, China Aerospace Science and Industry Co., Ltd. Second Hospital
The Second Research Institute of China Aerospace Science and Industry Corporation (referred to as 'China Aerospace Science and Technology Second Hospital' or 'Second Hospital') was founded on November 16, 1957. Its predecessor was the Second Branch of the Fifth Research Institute of the Ministry of National Defense. Under the cordial care of the State Council and the Central Military Commission, with the strong support of all aspects of the country, the Second Academy adhered to self-reliance and hard work, and embarked on a successful road from imitation to self-design and independent innovation to vigorously develop China's missile industry. Has undertaken and successfully completed China's early ground-to-ground missile control system, China's multi-generation ground (ship) air-to-air missile weapon system, China's first solid submarine strategic missile, solid land-based mobile strategic missile development and production tasks for our army The modernization of equipment and the improvement of China's overall national strength have made significant contributions.
Second, the 13th Research Institute of China Electronics Technology Group Corporation
It was founded in Beijing in 1956 and moved to Shijiazhuang, Hebei Province in 1963. After more than 50 years of development and development, the 13th Institute has become a comprehensive semiconductor research institute with large scale, strong technical force and reasonable professional structure. Its professional direction is semiconductor specialty. Microelectronics, optoelectronics, micro-electro-mechanical systems (MEMS), semiconductor high-end sensors, optical and electromechanical integrated micro-systems and five fields and electronic packaging, materials and metrology and other basic support areas. It is a master of engineering enrollment training unit, joint training of doctoral units.
Thirteen national-level ASIC key laboratories, National Science and Technology Department 863 Program Optoelectronics Device Industrialization Base and MEMS Process Packaging Base, Postdoctoral Research Station and ten professional departments, research offices, production lines and eight holding high-tech industries The company's products cover basic support (semiconductor materials and electronic packaging), chips (various semiconductor discrete devices and integrated circuits) and applications (microwave millimeter-wave module components and small complete machines). In 1999, it passed ISO9001. Quality system certification, passed ISO9001-2000 certification in 2002, passed GJB9001A-2001 certification in 2004; passed the GJB9001B-2009 standard system revision review in 2011;
In the past 50 years since the 13th self-built, it has created 54 domestic firsts in the semiconductor field, such as China's first neodymium alloy transistor (1956), the first silicon ultra-high frequency transistor and the first silicon. Integrated Circuit (1965), the first gallium arsenide microwave field effect transistor (1977), the first long-wavelength semiconductor laser (1980), the first piece of GaAs integrated circuit (1982), the first Wide band gap GaN power device (2004), etc. has obtained 2,958 scientific research results, of which 59 won national awards and 491 won provincial (provincial) awards.
Product area:
1 RF/microwave millimeter wave semiconductor device and integrated chip, including silicon (silicon germanium) based, gallium arsenide based, indium phosphide based, gallium nitride based and silicon carbide based microwave device and microwave monolithic integrated circuit;
2 RF / microwave millimeter wave hybrid integrated circuit, including RF / microwave channel full range of products and integrated crystal oscillator, ultra low phase noise crystal oscillator, spaceborne high reliability crystal oscillator, integrated crystal oscillator, etc.;
3 RF / microwave millimeter wave miniaturization module integration module, complex components and small machine, microwave micro system;
4 optoelectronic devices and integrated circuits, including various types of semiconductor lasers, photodetectors, LEDs and concentrating cells, OEIC and various types of optoelectronic components, modules;
5 micro (nano) mechanical and electronic systems (MEMS and NEMS), inertial MEMS products with MEMS gyroscopes, MEMS accelerometer products, RF MEMS filters, optical switches, etc., optical MEMS with optical switches and optical attenuators, MEMS The sensor has products such as gas and collision;
6 high power pulse switching device and its components;
7 special high reliability semiconductor devices and circuits;
8 electronic package, including ceramic, metal case and package (microelectronic device package, optoelectronic device package, MEMS package, microwave MCM micro assembly), ceramic materials and substrates, box and functional ceramic components, components (car igniter, etc.);
9 semiconductor materials, including indium phosphide single crystal materials and epitaxial materials such as silicon, gallium arsenide, indium phosphide, gallium nitride and silicon carbide;
10 semiconductor test instruments and process equipment;
(11) Research on the frontier areas of graphene, diamond, THz, microwave photon and other high-tech technologies;
(12) Main products of industrial companies: LED chips, packaging, lamps and application products; lasers, detectors, photovoltaic modules; silicon epitaxial wafers; microwave, digital monolithic integrated circuits, microwave radio frequency monolithic integrated circuits, microwave radio frequency hybrid integrated circuits and Component products, electronic fences, semiconductor test instruments and process equipment; MEMS automotive sensors, gas flow meters, optical switches; ceramic packaging and substrates, ceramic components; electronic engineering construction.
Third, the 14th Research Institute of China Electronics Technology Group Corporation
The 14th Research Institute of China Electronics Technology Group Corporation is the birthplace of China's radar industry. The country's many new, pioneers of high-end radar equipment, pioneers in the development of information equipment, is a comprehensive electronic information engineering with certain international competitiveness. Institute. Its predecessor was the 'Special Telecommunications Equipment Repair Center of the Ministry of National Defense of the Republic of China', created in 1946; it was taken over by the Chinese People's Liberation Army after the uprising in April 1949, and it was directly under the Ministry of Machinery Industry, the Ministry of National Defense, the 10th The 10th Institute of Machinery Industry, the 10th Research Institute of the National Defense Science and Technology Commission, the Ministry of Electronics Industry, the Ministry of Information Industry, etc., belonged to China Electronics Technology Group Corporation since 2002.
After more than sixty years of development, the fourteen formed a military industry platform - the headquarters and a civilian product industry platform - Guorui Group. As the backbone research institute of the national defense electronic information industry, always bear in mind the party and the state The sacred mission, always adhere to the road of ideals and cultural leadership, adhere to the road of independent innovation, adhere to the road of integration of military and civilian development, adhere to the road of combining production, learning, research, and use, and adhere to the path of international development. He has undertaken key tasks in many national key projects such as 'Two Bombs and One Star', 'Manned Space Flight', 'Three Gorges Project', 'Olympic Security', 'National Day Military Parade', etc., and was commended by the Party Central Committee, the State Council, and the Central Military Commission. The 14th National Institute has won the honorary title of National Civilized Unit, National Advanced Unit of Spiritual Civilization Construction, National May 1st Labor Award, Jiangsu Civilized Unit Model, Central Enterprise Youth Civilization, etc. Many people have won national labor model, National May 1st Labor medals, etc.
In the development of independent innovation of more than 60 years, fourteen people have formed a team of talents that are particularly hard-working, especially capable of fighting, especially dedicated, and innovative. They have more than 8,500 employees (including companies). Among them: China Academy of Engineering 2 academicians, 4 young and middle-aged experts with outstanding contributions from the state, 88 experts enjoying special government allowances. Master's degree in 'Communication and Information System' and 'Electromagnetic Field and Microwave Technology', with postdoctoral fellowship Workstations. For more than 60 years, the fourteens have embarked on a road of independent innovation that spans the development of support and leads the way of technological innovation in the future. It has won more than 60 national and achievement awards, more than 350 provincial and provincial achievement awards, including the top ten scientific and technological achievements in the country. 1 item; 18 national science conference awards; 1 first prize of national invention award; 6 national special prizes for scientific and technological progress; 14 first prizes, 14 second prizes; 6 special prizes for national defense science and technology progress awards, first class 22 awards, 25 second prizes; no less than 85 patents per year.
At the same time, the fourteenth place made positive contributions to national defense construction. In accordance with the requirements of 'combination between the military and the people, and the army and the people', we adhered to the road of military-civilian compound development and international development, and actively participated in the national economic construction. The fourteenths have achieved rapid development in the fields of modern logistics, urban rail transit, wireless communications, civil radar, software and integrated circuits, and have become a group research institute covering both domestic and international markets.
Fourth, the thirty-eighth research institute of China Electronics Technology Group Corporation
The 38th Research Institute of China Electronics Technology Group Corporation (hereinafter referred to as the 38th China Electronics Division) was established in Guizhou in 1965. It was relocated to Hefei City at the end of 1988. It has more than 8,000 employees and an average age of 34. It is China's national defense. The high-tech electronic equipment backbone research institute has the reputation of the Chinese military electronics 'national team'.
After more than 50 years of exploration and pursuit, China Electronics Branch has developed into a research and development, manufacturing, testing and integration of electronic information technology, group research, with a world-class design and development platform, sophisticated electronic manufacturing Platform, domestic advanced electronic test, test platform, with strong comprehensive strength in electronic information technology research and development and system engineering construction. With national integrated circuit design center, Russian new technology research and development center, China Electric Power Floating Platform R&D Center, Anhui Provincial Automotive Electronics Engineering Research Center, Anhui Provincial Public Safety Information Technology Key Laboratory, Anhui Beidou Satellite Navigation Key Laboratory, Hefei Public Safety Technology Research Institute, Postdoctoral Research Station and other research and development platforms. Over 50 years, more than 1,500 have been obtained. Scientific research achievements, including more than 100 national and provincial-level scientific and technological progress awards, a number of achievements to fill the domestic gap, and occupy the international leading position. With Anhui Si Chuang Electronics Co., Ltd. (China Radar First, 600990), Anhui Bowei Changan Electronics Co., Ltd., Hefei Bowei Electric Co., Ltd., Anhui Bowei Guangcheng
V. 55th Research Institute of China Electronics Technology Group Corporation
Fifty-five of China Electronics Technology Group Co., Ltd., which are affiliated with the strong science and technology, are based on solid-state power devices and RF micro-systems, optoelectronic display and detection, and high-tech, comprehensive large-scale research institutes. In the field of electronic components, intensive cultivation for more than half a century, the core chips and key components developed are widely used in national air defense, early warning detection, communication navigation and satellite aerospace engineering, creating a 'Chinese core' with independent core technology. To continuously promote the integration of military and civilian, in the two fields of radio frequency electronics and power electronics, vigorously promote the development of the civilian products industry, forming a complete industrial chain from materials, chips, devices to module components, in semiconductor epitaxial materials, power devices, RF devices and Circuit modules, surface acoustic wave devices, building intelligence, multi-layer ceramic packaging and tube casings, such as industry scale, talent team, technical strength, etc., have strong competitive advantages and occupy a leading position in China.
Six, China Huateng Industrial Co., Ltd.
China Huateng Industry Co., Ltd. is a subsidiary of China Aerospace Science and Industry Corporation. It was established in Beijing Great Hall of the People on December 25, 2011. The company will make full use of the advantages and international influence of aerospace foreign trade and foreign trade. Capital increase and shareholding and modern management, and strive to become the main platform for the international operation of China Aerospace Science and Industry Corporation.
Seven, Hebei Far East Communication System Engineering Co., Ltd.
Hebei Far East Communication System Engineering Co., Ltd. (abbreviation: Far East Communication) is a large-scale ICT enterprise with rapid growth. It was established in March 1995 with a registered capital of 200 million yuan. It is a recognized high-tech enterprise and software enterprise. Far East Communication has information. System integration and service level, confidential information system integration level A, electronic and intelligent engineering professional contracting level, electronic communication broadcasting industry (electronic system engineering) professional grade A, building intelligent system design special grade A, the People's Republic of China Foreign contracted projects and other qualifications.
As an integrated communication equipment manufacturer and solution provider, Far East Communication focuses on digital program-controlled switching systems, digital dispatch systems, softswitch systems, wide and narrowband digital trunking communication systems, emergency communications command systems, and police uniforms. Communication system, three police integrated police system, application software, high-index AT cutting / SC-cut quartz crystal resonator and other product series, a variety of products won the national, provincial and ministerial level scientific and technological achievements award. With nearly 100 national patents, Software copyright and software product registration certificate.
Far East Communication has long been working in special network exchange scheduling, public safety and emergency, public security command and dispatch, rail transit communication and other professional fields. With its strong technical reserves and rich industry experience, it provides users with comprehensive system solutions. Currently, the company's products It is spread over the north and south of the Yangtze River. The dispatching products have covered more than 70% of the nation's power dispatching special network. The rail transit communication products run more than 100 rail transit lines in 33 cities across the country, and more than 300 command centers and mobile command centers have been built. In addition, Far East Communications actively explores the international market, with products and services throughout Asia, Europe, Africa and South America.
Eight, China Technology Import and Export Group Co., Ltd.
China Technology Import and Export Group Co., Ltd. (CNTIC) was established in September 1952. It is a large state-owned enterprise mainly engaged in technology trade, project contracting and project management integration services. In 1998, it became the China General Technology (Group) directly managed by the central government. A wholly-owned subsidiary of a holding limited liability company.
The company's business scope includes major technical equipment and import and export of complete sets of equipment, domestic and international project contracting and project management, domestic and foreign trade, bidding, business technology consulting and investment and financing, etc., in marketing, business integration, project management, investment and financing, engineering design. Over the past 60 years, the company has completed the introduction of major technical equipment, international engineering contracting, complete sets of equipment and technology export projects, more than 10,000 US dollars, covering more than 110 billion US dollars, covering energy, transportation, communications, petrochemical, metallurgy, building materials, Machinery, electronics, medicine, agriculture, forestry, education and other fields.
In all historical periods of China's economic construction and development, the company has always played a major role in the introduction of major technical equipment, and is also an important export of complete sets of equipment, international engineering contracting and project management service providers in China. In the early days of the founding of the People's Republic of China, the company introduced historical significance. 156 industrial backbone projects have laid the foundation for China's modern industrialization. Since the reform and opening up, the company has undertaken a large number of power, infrastructure, industrial construction and technological transformation projects, which are spread across major industries and fields of the national economy, and have greatly promoted Chinese industry. Improvement of technical level and upgrading of industrial structure.
2. Foreign Ministry Spokesperson: US unilateral threats and pressure will only be counterproductive
Xinhua News Agency, Beijing, August 1 (Reporter Yan Zimin) Foreign Ministry spokesman Yan Shuang said on the 1st that the US plans to announce a tariff of 200 billion US dollars on Chinese exports to the United States. The unilateral threat and pressure will only be counterproductive.
At the regular press conference on the same day, a reporter asked: It is reported that the US plans to announce a tariff of 200 billion US dollars worth of Chinese exports to the United States later on the 1st, and the tax rate will be raised from 10% to 25%. How to respond? Has China and the United States recently communicated on economic and trade issues? Have you discussed how to ease the current economic and trade relations between China and the United States?
Yan Shuang said that China’s stance on Sino-US economic and trade issues is very firm and clear, and has not changed. The US’s pressure and blackmail will not work. If the US adopts further escalation, China will inevitably counter it and resolutely safeguard us. Legitimate legal rights.
As for the issue of communication and dialogue between China and the United States, he said that China has always advocated handling trade frictions between China and the United States through dialogue and consultation. The efforts we have made and the sincerity of display have been very clear to the international community. 'At the same time, I want to emphasize Dialogue must be based on mutual respect and equality, based on rules and built on credit. Unilateral threats and pressures can only be counterproductive. 'Xinhua News Agency
3. Europe and the United States closed the door to investment in China
As the Sino-US trade war began, the confrontational atmosphere of the two economic powers was growing, and European and American countries even had the door to invest in China, and began to tighten the assets of Chinese-invested Western companies to prevent key technology outflows. Western containment, the Beijing authorities also announced that they will strengthen the national security review of foreign investment.
The Financial Times reported that the United States, the United Kingdom, and Germany have successively released intentional freeze signals for Chinese-funded M&A activities in China. Chinese state-owned enterprises and government funds have already felt that overseas investment has been blocked. The degree is better than Europe, but Europe has recently shown signs of tightening Chinese capital.
Tony Dong, senior director of the China State-owned Enterprise Structural Adjustment Fund (CSRF), pointed out: 'Under the Sino-US trade friction, we are worried that the investment plan in the US will be affected.' He revealed that the private equity fund has about 40 investment cases in Europe and America. In talks, most of them are aimed at the high-tech industry. He is worried that the protectionist atmosphere in the United States will be neglected.
The latest report of the US advisory body Rhodium Group found that the investment in North America in the first half of this year fell to a seven-year low. The total investment of Chinese capital in the United States and Canada is only $2 billion, compared with the same period last year. The contraction is 92%.
In contrast, Europe has absorbed 12 billion US dollars of Chinese funds at the same time, which is six times that of North America. In addition, in the first half of this year, Chinese companies have announced a total of US$20 billion in mergers and acquisitions in Europe, far exceeding the US$2.5 billion in North America.
4. British media: China's massive investment in the chip market, the US letter 'core' or collapse
The previous US sanctions against ZTE made the Chinese communications industry feel 'heartless pain' for the first time. They also saw the huge gap between China and the US chip industry. As everyone knows, in order to maintain the dominance of 'American core', the Pacific Ocean is also anxious.
The British "Financial Times" July 29th titled "The US chip industry sounded the alarm" commentary said that as one of the key pillars of US technology leadership, the industry has shown signs of collapse of self-confidence.
On the one hand, Moore's Law is no longer the case, chip performance improvement continues to weaken, chip companies struggle to cope with the decline in R&D returns; on the other hand, the US government is worried that Chinese companies rely on government support to bring 'reinventing the market'.
'Because of the crisis,' the Defense Advanced Research Projects Agency (DARPA) announced last week that it would spend $1.5 billion to revive the US chip industry, which is the first time in 40 years that the agency has been involved in the chip field.
The article points out that it is often predicted that Moore's Law will soon fail, and DARPA chief microelectronics expert Bill Chappell points out that Moore's Law ' died as early as ten years ago'.
'Reigning' Moore's Law for more than 50 years of transistor development, proposed by Intel co-founder Gordon Moore in 1965, predicting that the number of transistors on a chip will double every two years. In the next 30 years, by shrinking the chip The size of the upper components, chip development has always followed Moore's Law. However, in the 21st century, the practice of simply relying on the reduction of size has clearly come to an end.
John Hennessy, chairman of the parent company of Google's parent company, said that the chip's performance improvement track has fallen below Moore's law's exponential growth curve over the past decade, and today the transistor density on the chip is only one-tenth of the 'should density'. .
The article pointed out that the US chip industry is now beginning to face a disturbing reality. For a long time, the stable performance of the chip has supported the development of the industry and provided computing power to open up new technology markets. But for some time, this performance improvement Continued to weaken.
Erica Fuchs, a professor of engineering and public policy at Carnegie Mellon University, points out that this phenomenon has been evident since 2004.
The Financial Times commented that it was time to divert attention.
Chapel said that the rise of machine learning has given people a glimpse of the possible face of this new world. Since the artificial intelligence deep learning system requires a lot of data during training, the market demand for dedicated chips that can handle massive amounts of data is NVIDIA ( Nvidia) brings new vitality.
In addition, NVIDIA's graphics processing unit was originally designed to handle video. This demand also opened a door for Google, and Google introduced a big data chip design called TPU.
Henness believes that the rise of such 'domain-specific architecture' represents the most important factor affecting the development of the chip industry.
According to reports, this may set a model in other emerging computing markets. For example, we can imagine a new processor that is specifically designed for use with personal robots that need to be run with people in the real world.
For companies such as Intel, NVIDIA and Qualcomm, this trend may bode well.
France International Radio said on July 22 that the US Senate ended the suspense and controversy over the sanctions against China's ZTE Corporation, giving ZTE a chance to regenerate. However, the ZTE crisis triggered the current situation of Chinese chips relying on Western technology and the worries. China official warning, chip The problem still exists. Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, pointed out that more than 95% of the high-end chips used in computers and servers still need to be imported, and there are still decades of gaps with developed countries.
Chinese officials issued warnings about chip dependence on imports. The Financial Times quoted a Chinese government minister as warning that China still lags far behind foreign competitors in producing semiconductors, and that more than 95% of high-end chips for computers and servers need to be imported. , despite having invested huge amounts of money to catch up.
The report also pointed out that according to Xin Guobin, more than 95% of the manufacturing and testing equipment used in China's aircraft, aircraft engines and automobiles are also imported.
5. Cook: The consequences of adding tariffs are difficult to predict.
August 1st news, according to US media reports, Apple's financial report shows that last quarter's Greater China revenue was $9.55 billion, up 19% year-on-year. But in the subsequent investor conference call, some analysts worried about Trump The proposed new tariff list will affect Apple's future pricing and market share in China.
Apple CEO Tim Cook reiterated that raising tariffs may have "unexpected consequences" for consumers and the US economy. Overall, it is not the right way to modernize US-China relations. But he avoids talking about the new $200 billion. The impact of tariffs on Apple products. Cook said: 'The trade relations and agreements between the United States and other major economies are very complicated. Obviously, many of these relationships need to be modernized, but we believe that tariffs are not the correct modernization of trade relations in the vast majority of cases. Way. '
Cook then said that the company will assess the possible consequences of the new tariffs and submit conclusions to the government for evaluation. Previously, the New York Times reported that US President Trump told Cook that the US government would not impose tariffs on Chinese-produced iPhones. Therefore, Apple's smartphones and laptops will not face an increase in import tariffs. The US's tariff increase on China's $200 billion product is expected to affect health tracking devices such as the Apple Watch Apple Watch.
The proposed tariff list for July includes Apple Watch, Fitbit Sports Bracelet and Sonos's networked speakers, raising concerns that these companies may consider a substantial price hike. If new tariffs come into effect this fall, some Apple products may be levied 10%. Customs. Cook said: 'There is a relationship between the United States and China, and the United States and China need to set a good example. As I said, I can’t predict the future but I’m happy to see the two countries overcome difficulties. Hope to stay awake. '
Although Apple's quarterly revenue in Greater China increased by 19% year-on-year, it was much lower than the previous quarter. In the first quarter, Apple's Greater China revenue was US$13.02 billion. In the same period last year, Apple's Greater China revenue also fell 25% from the previous quarter. cnBeta