Guan Cha Zhe Wang·2026-01-17 12:11Core Viewpoint - The European Union (EU) plans to ban Chinese suppliers from participating in critical infrastructure projects, particularly in telecommunications, solar systems, and security scanning equipment, as part of an upgrade to its "high-risk supplier" policy [1][4]. Group 1: EU Proposal and Implementation - The EU's upcoming cybersecurity proposal aims to replace the voluntary mechanism for excluding "high-risk" suppliers with mandatory rules for all member states [1][4]. - The timeline for phasing out Chinese equipment will depend on risk assessments and the characteristics of the supplier industries, as well as cost factors and the availability of alternative suppliers [3][5]. Group 2: Industry Impact and Reactions - Over 90% of solar panels installed in the EU are currently manufactured in China, which may lead to opposition from industry groups against the proposal [3]. - Telecom operators have warned that a direct ban could increase consumer prices for end devices [3][5]. Group 3: Political and Economic Context - The proposal is expected to face resistance from some EU member states due to the national security jurisdiction being under their control, which may complicate the implementation of a unified timeline for equipment removal [4][5]. - The EU's focus on Chinese telecom equipment manufacturers is intensifying amid deteriorating trade and political relations with China [4][6]. Group 4: Counterarguments from China - Chinese officials argue that the EU's claims of security risks associated with companies like Huawei and ZTE lack evidence and violate market principles [6]. - The Chinese government emphasizes that Chinese companies have contributed positively to the European economy and that forced removal of their equipment could hinder technological progress and economic development [6].