Group 1 - The Chinese government firmly opposes the EU's discriminatory actions against Chinese companies and the politicization of economic and trade issues [1][2] - The EU's new cybersecurity legislation, which aims to exclude "high-risk suppliers" from critical infrastructure, is viewed as targeting Chinese firms, raising serious concerns from China [2] - China emphasizes that its companies have operated in Europe in compliance with laws and regulations, contributing positively to the development of the European telecommunications and digital industries [2] - The Chinese government urges the EU to adhere to technical neutrality in cybersecurity and avoid excessive security concerns that hinder normal economic cooperation between China and the EU [2] Group 2 - China has implemented export controls on dual-use items to Japan, requiring additional documentation to prevent military use, which is seen as a legitimate measure to counter Japan's militarization efforts [4] - The Chinese government remains committed to maintaining global supply chain stability and will approve export applications that meet civil use conditions [4] Group 3 - During Canadian Prime Minister Carney's recent visit to China, both countries reached a consensus on deepening economic cooperation and signed the "China-Canada Economic Cooperation Roadmap" [5] - Canada will provide an annual quota of 49,000 electric vehicles from China, with a reduced Most-Favored-Nation tariff rate of 6.1%, eliminating the previous 100% additional tax, with quotas expected to increase annually [5] - China aims to resolve trade differences through dialogue and will consider Canada's reasonable requests within a regulatory framework, which is expected to enhance trade and industrial cooperation between the two nations [5]

Core Viewpoint - The European Union (EU) has mandated its member states to exclude "high-risk suppliers" in 18 critical industries, raising serious concerns from China regarding discrimination against Chinese companies and the politicization of economic issues [1][5]. Group 1: EU's New Regulations - The EU Commission announced a draft revision of the EU Cybersecurity Law on January 20, which aims to phase out components and equipment from "high-risk suppliers" in key sectors such as 5G communication, semiconductors, power systems, autonomous driving, and medical devices [1][5]. - The new measures will apply to 18 identified critical industries, including detection equipment, connected and autonomous vehicles, power supply and storage systems, water supply systems, drones, cloud services, medical devices, surveillance equipment, aerospace services, and semiconductors [1][5]. Group 2: China's Response - Chinese officials expressed serious concerns over the EU's actions, emphasizing that Chinese companies have operated in Europe in compliance with laws and have contributed positively to the development of the European telecommunications and digital industries [1][5]. - The Chinese Ministry of Foreign Affairs urged the EU to avoid further protectionist measures, warning that such actions could hinder technological progress and economic development within the EU, as well as damage the EU's image of market openness and investor confidence [4][8]. - The EU Chamber of Commerce in China also voiced strong opposition to the EU's proposed measures, highlighting the potential negative impact on business relations [4][8].

盘面上，半导体、AI算力产业链再度走强，存储器、汽车芯片方向领涨。 09:25 A股开盘丨三大指数集体高开 沪指涨0.22%，深成指涨0.41%，创业板指涨0.52%。科创综指涨1.03%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | M | 4126.07 | 9.13 | 0.22% | | 399001 | 深证成指 | W | 14313.63 | 58.51 | 0.41% | | 399006 | 创业板指 | N W | 3312.75 | 17.23 | 0.52% | | 000680 | 科创综指 | NV | 1881.94 | 19.25 | 1.03% | 盘面上，半导体、AI算力产业链再度走强，存储器、汽车芯片方向领涨；AI手机、稳定币、免税店、网络安全题材活跃。贵金属板块大幅回 调。 09:22 港股开盘丨恒生指数高开0.62% 09:15 人民币对美元中间价报7.0019，调贬5个基点。前一交易日中间价报7.0014。 恒生指数高开0.62%， ...

那为何欧盟要做到这个地步？欧盟首席技术官称，2025年其遭遇了77起由国家支持的网络攻击，造成的 经济损失估计高达3910亿美元，对欧盟民主、经济和生活方式是巨大的风险。在此背景下，强化对关键 信息通信技术供应链的控制，是一种必要的自卫。 本周二，欧盟传出的一则消息让全球科技界都绷紧了神经。欧盟委员会公布了一项前所未有的网络安全 法案草案，核心意图直白而强硬：强制27个成员国从其移动通信网络中移除中国科技公司华为和中兴通 讯的设备。 这并非欧盟首次表态。自2020年起，欧盟便建议各国首都从其5G网络中移除这些供应商的设备，理由 是存在网络安全风险。但据委员会消息人士透露，仅有约半数成员国采取了实际行动。而这一次，欧盟 的决定则从"自愿"升级为"强制"移除。 根据新提案，各成员国需要在法案通过后的三年内执行，但该法案本身首先需要获得各国的批准。正如 一位欧盟高级官员所说的，"自2020年提出以来，市场格局并未发生改变"。言下之意，欧盟的提议不太 能动摇中国通讯设备在欧洲各国的市场。 然而，如果获得批准，华为、中兴通讯和其他中国运营商将面临更多困境。除了5G网络，该法案还引 入了一套将特定国家列为"网络安全威胁" ...

据哥伦比亚《时代报》1月19日报道，哥通信部副部长佩尔多莫日前率团 访问中国，围绕数字基础设施建设、新一代网络、频谱管理、卫星能力、网络 安全和人工智能等议题，与中方政府部门及行业机构开展交流。佩尔多莫表 示，此访旨在深化双边技术与政策对话，通过经验交流和务实合作，加快弥合 地区数字鸿沟。哥通信部指出，与中国信息通信研究机构的交流有助于发掘在 电信基础设施、制度能力建设及监管实践等方面的合作空间，相关经验可结合 哥国情加以应用，服务国家数字包容与区域均衡发展目标。访问期间，双方还 就人才培养、技术培训、学术交流和专业认证等议题进行探讨。 （原标题：哥伦比亚愿加强与中国通信技术合作） ...

Core Viewpoint - The European Commission has proposed a draft revision of the EU Cybersecurity Law, aiming to phase out components and equipment from "high-risk suppliers" in 18 critical sectors, which is perceived as a measure targeting Chinese high-tech companies [1][2]. Group 1: Legislative Proposal - The draft includes 18 key sectors such as 5G communication, semiconductors, power systems, autonomous driving, and medical devices [1]. - The proposal does not name specific companies or countries but is widely interpreted as a move against Chinese technology firms [1]. Group 2: Company Response - Huawei has responded, arguing that the proposal violates fundamental legal principles of fairness and non-discrimination, and does not align with the EU's obligations under the World Trade Organization (WTO) [1]. - Huawei emphasizes its commitment to monitoring the legislative process and reserves the right to take measures to protect its legal rights [1]. Group 3: Political Context - The EU Commission's Vice President stated that the new cybersecurity measures are crucial for ensuring European technological sovereignty and enhancing overall security [2]. - There are concerns that the classification of "high security risk" lacks solid evidence and is politically motivated to exclude Chinese companies from the European mobile communication network [2]. Group 4: Chinese Government Reaction - The Chinese government has expressed serious concerns regarding the EU's actions, urging the EU to avoid protectionism and warning that it will take necessary measures to protect the rights of Chinese companies [2]. - The Chinese Foreign Ministry highlighted that Chinese enterprises have operated legally in Europe without threatening national security and have contributed positively to the development of the European telecommunications and digital industries [2].

Group 1 - The European Union plans to remove Chinese telecom equipment and electronic products, including 5G base station equipment, semiconductors, autonomous vehicles, and solar panels, which is expected to harm companies like Huawei and ZTE while benefiting local firms such as Samsung Electronics [1][2] - The EU's new cybersecurity law draft includes provisions for the phased removal of equipment from "high-risk suppliers" across 18 industries, with specific details on wired and wireless networks to be announced later [1] - The EU reported a 22% increase in network attacks supported by "specific countries" in the second quarter of last year, resulting in losses of up to $391 billion, highlighting the strategic risks posed to democracy, economy, and lifestyle [1] Group 2 - The term "high-risk suppliers" is viewed as a regulatory measure targeting China, as European countries have heavily relied on affordable Chinese equipment, which is 20% to 40% cheaper than comparable European products [2] - The implementation of the cybersecurity law will necessitate a significant investment in replacing network infrastructure, with the GSMA estimating that excluding Chinese equipment could increase the cost of 5G deployment in Europe by approximately €55 billion (around 100 trillion KRW) [2] - European companies Nokia and Ericsson are expected to benefit immediately from the regulatory changes, along with Samsung Electronics, which is expanding its presence in the European market [2]

来源：环球网 据英国路透社1月21日报道，欧盟委员会于当地时间1月20日公布《欧盟网络安全法》修订草案，计划在包括5G通信、半导体、电力系统、自动驾驶、医疗 设备等18个关键领域，逐步淘汰所谓"高风险供应商"的组件和设备。 尽管文件未明确点名任何国家或企业，但其政策指向性明显，被广泛视为针对中国高科技企业的又一遏制举措。对此，华为公司迅速作出回应，强调该立法 若以供应商国籍为依据实施限制，不仅违背欧盟自身法律原则，更严重违反世界贸易组织（WTO）规则。 根据草案内容，新措施的适用范围涵盖了18个被欧盟委员会认定的关键行业，具体包括探测设备、联网和自动驾驶车辆、电力供应和储能系统、供水系统、 无人机和反无人机系统等基础设施领域，以及云服务、医疗设备、监控设备、航天服务和半导体等核心科技领域。 欧盟委员会副主席赫娜·维尔库宁（Henna Virkkunen）在声明中强调了新规的核心目标："随着新的网络安全方案出台，我们将拥有更好的手段来保护关键 （信息和通信技术）供应链，并果断应对网络攻击。"她直言，这是确保欧洲技术主权、提升整体安全的重要一步。 欧盟委员会副主席赫娜·维尔库宁 这一范围较欧盟2020年推出的5G ...

Core Viewpoint - The EU plans to phase out components and equipment from "high-risk" suppliers in critical infrastructure sectors, with Huawei expected to be significantly affected by these measures [1][2]. Group 1: EU Measures and Regulations - The European Commission proposed these measures as part of the revision of the EU Cybersecurity Act, in response to rising cyberattacks and concerns over dependency on non-EU technology suppliers [1][2]. - The new measures will apply to 18 critical areas identified by the European Commission, including detection equipment, connected and autonomous vehicles, power supply and storage systems, water systems, drones, and anti-drone systems [2]. - The proposal indicates that mobile operators in Europe will have 36 months to phase out critical components from high-risk suppliers after the list is published, with specific timelines for fixed networks and satellite networks to be announced later [3]. Group 2: Industry Reactions - Huawei criticized the legislative proposal, arguing that it is based on the country of origin rather than factual evidence and technical standards, violating EU principles of fairness and non-discrimination [2]. - The telecommunications industry lobby group, Connect Europe, warned that the proposal could increase regulatory burdens, with additional costs potentially reaching billions of euros [3]. - The revised Cybersecurity Act will require negotiations with EU member states and the European Parliament before it can become law [3].

中国外交部发言人林剑此前表示，将经贸问题泛安全化、政治化，将阻碍技术进步和经济发展，损人不 利己。中方敦促欧盟为中国企业提供公平、透明、非歧视的营商环境，避免损害企业赴欧投资信心。 华为 凤凰网科技讯北京时间1月21日，据路透社报道，欧盟计划在关键基础设施领域逐步淘汰来自"高风 险"供应商的零部件和设备，此举遭到了华为的批评。华为预计将成为受影响的企业之一。 欧盟委员会在对《欧盟网络安全法》的修订中提出了这些措施。在此之前，欧盟网络攻击和勒索软件攻 击数量上升，而且欧盟还担心对非欧盟技术供应商的依赖程度不断加深。 欧盟委员会是欧盟27个成员国的执行机构，并未点名任何具体公司或国家。不过，欧洲近年来一直在收 紧对中国技术的审查。德国最近成立了一个专家委员会，重新评估对华贸易政策，并已禁止在未来的 6G电信网络中使用中国制造的组件。美国在2022年禁止批准华为和中兴通讯的新电信设备，并敦促欧 洲盟友采取同样的做法。 欧盟技术事务负责人亨娜.维尔库宁((Henna Virkkunen)在一份声明中表示："借助新的网络安全一揽子计 划，我们将有能力更好地保护关键信息和通信技术供应链，并且能够果断应对网络攻击。" 针对 ...