美企紧急喊话特朗普,再不停止穿透性制裁,将会被中国踢出供应链!
Sou Hu Cai Jing·2025-10-23 01:59

Core Points - The introduction of the "penetrating rule" by the U.S. Department of Commerce aims to strengthen technology restrictions on China but inadvertently puts U.S. companies in a difficult position [1] - The rule includes companies with over 50% ownership by sanctioned entities under the same export control, leading to significant disruptions in U.S. export activities, particularly in technology and manufacturing sectors [1][3] - Major U.S. companies, including Oracle, Amazon, and ExxonMobil, are urging the government to suspend this policy due to the risk of being excluded from global supply chains [1][3] Industry Impact - The National Association of Manufacturers has warned that if the policy is not adjusted, U.S. companies will face further marginalization in global markets as other countries turn to non-U.S. products [3] - Many companies are experiencing significant delays in export license applications, especially those targeting Chinese clients, resulting in a backlog of thousands of valuable applications [3] - The prolonged approval process is causing U.S. tech companies to miss opportunities in the Chinese market, leading customers to seek alternative suppliers [3] Competitive Landscape - U.S. companies are feeling pressure from international competitors due to the delays, which have caused them to lose their competitive edge in the global market [3] - China's response to U.S. export controls emphasizes that such measures are unilateral bullying, potentially leading to a loss of confidence in U.S. trade policies among other nations [5] - Analysts suggest that U.S. sanctions may inadvertently accelerate China's self-reliance in core technologies, reducing its dependence on external supply chains [5] Future Outlook - The ongoing situation raises concerns about the future of the U.S. economy, as more companies realize the risk of being excluded from global supply chains [5] - The international community's response to U.S. sanctions will be crucial, as countries may seek closer cooperation with China for more stable development [5] - The need for wise governance and long-term considerations in economic decision-making is emphasized, as the future trade landscape will be shaped by agility and responsiveness [7]