特朗普在近期的言论再次引发争议，月初他还表示有意与中国达成一致，避免加征关税。然而，时隔不到半个月，他却突然宣布将考虑对中国加征关税，这 种反复无常的做法让人难以捉摸。 美国副总统万斯在8月10日公开表示，美国正考虑对中国加征新一轮关税，理由是中国继续购买俄罗斯的石油，这种行为类似于之前美国对印度的制裁。当 时，因印度坚持从俄罗斯进口石油，美国直接对其加征了50%的关税。尽管印度表示将减少对俄石油的购买，美国的态度随之发生了180度转变。 尤其是当美国解除了对华为的芯片限制之后，暴露出美国芯片技术中的"追踪定位"和"远程关闭"等功能。中国的媒体揭露这些细节时，美国的虚伪形象彻底 崩塌。美国长期以来标榜的"技术中立"立场在这次风波中彻底破产，全球信任危机进一步扩大。 更严重的是，美国的盟友们开始感到恐慌。虽然这些国家在总体实力上无法与美国匹敌，但在某些技术领域，他们的能力却远超美国。例如，日本在精密机 床、德国和法国在量子技术方面、意大利在干细胞治疗上的优势。这些国家担心，如果美国开始在芯片中插手他们的技术，自己的"看家本领"可能会被盗 取。 特朗普上任以来，关税政策始终如同过山车一样变幻莫测，让人根本无法预测 ...

Core Viewpoint - The company Tianrongxin (002212) has collaborated with Huawei to launch the Tianrongxin Intelligent Computing Integrated Machine (Ascend Version), which utilizes Huawei's Ascend AI chip for computational support [1] Group 1: Product Offerings - The Tianrongxin Kunlun. Xinchang product series includes 15 categories and 27 models, featuring products such as firewalls, situational awareness, hyper-convergence, desktop cloud, and endpoint threat defense [1] - All products in the Kunlun series are equipped with Huawei's Kunpeng processor chips, addressing diverse customer needs in the fields of network security and intelligent computing cloud [1]

Core Insights - The completion of the China-ASEAN Free Trade Area 3.0 negotiations marks a new height in economic cooperation between China and ASEAN, with Guangdong emerging as a key supply chain hub [1][11] - Guangdong's trade with ASEAN has shown significant growth, with a total trade volume of 488.57 billion yuan in the first four months of this year, reflecting a 7.5% increase year-on-year [1][5] - The report highlights three major trends in Guangdong-ASEAN supply chain cooperation: accelerated regional layout, intelligent integration, and expedited green transformation [2][6] Trade and Investment Growth - Guangdong's trade with ASEAN is characterized by a dynamic trade cycle, where ASEAN exports primary products and raw materials to Guangdong, which in turn exports capital-intensive products [7][10] - In 2023, Guangdong established 383 new overseas enterprises in ASEAN countries, with direct investment exceeding $900 million, marking a 168.5% year-on-year increase [10] - ASEAN remains Guangdong's largest trading partner, with Vietnam, Malaysia, Thailand, Indonesia, and Singapore being the top five trading partners [5][10] Supply Chain Cooperation - Guangdong enterprises are deepening industrial collaboration with ASEAN, focusing on logistics, after-sales services, and extending into higher-value supply chain segments [6][9] - The establishment of a "Guangdong-ASEAN International Supply Chain Cooperation Alliance" aims to enhance supply chain collaboration [15] - The report emphasizes the importance of a well-structured supply chain division system to support the dynamic trade cycle between Guangdong and ASEAN [7][11] Technological and Innovative Collaboration - Guangdong's strong innovation capabilities, with R&D expenditure reaching 460 billion yuan in 2023, position it well for technological collaboration with ASEAN [12][13] - The report notes that both regions are enhancing cooperation in emerging fields such as artificial intelligence, biotechnology, and green energy [12][13] - The establishment of cross-border e-commerce infrastructure is seen as a new avenue for reshaping supply chain cooperation [14][15] Mechanism and Platform Development - Guangdong is committed to building long-term cooperation mechanisms with ASEAN, as evidenced by the recent trade promotion and supply chain cooperation exchange meeting [4][15] - The "Yue Chain ASEAN" online service platform has been launched to facilitate trade and investment services for Guangdong enterprises in ASEAN [15] - The report indicates that the upgraded China-ASEAN Free Trade Agreement will foster deeper regional economic integration and cooperation in new fields [11][12]

Group 1: Trade and Tariffs - The U.S. has announced the initiation of the withdrawal of the "AI diffusion rules" from the Biden administration, strengthening export controls on overseas AI chips, claiming that using Huawei's Ascend AI chips globally may violate U.S. regulations [3] - The U.S. Trade Representative's office plans to impose a 100% tariff on Chinese cranes and 20%-100% tariffs on container and chassis equipment, citing the need to bring shipbuilding back to the U.S. [3] - The U.S. Commerce Department has preliminarily determined that Chinese battery component materials receive "high subsidies," proposing countervailing duties that distort normal market competition into a "government subsidy war" [3] Group 2: Technology and Export Controls - The U.S. has included Huawei's Ascend chips in the category of "violating U.S. export controls," warning global companies against using U.S. AI chips to train Chinese AI models [4] - Reports indicate that the Trump administration is preparing to add multiple Chinese tech companies to the control list, expanding the "entity list" beyond Huawei and ZTE to include chip manufacturers [4] - The U.S. aims to cut off the development of China's tech industry through targeted measures, transforming technology exchange into a "tech cold war" [4] Group 3: U.S. Strategic Misjudgments - The U.S. is driven by political opportunism, with some politicians leveraging anti-China sentiment for political gain, even at the cost of U.S.-China economic relations [5] - The U.S. exhibits "hegemonic anxiety" as China's GDP approaches that of the U.S., attempting to delay China's industrial upgrades through tariffs and technology blockades [5] - The U.S. maintains a zero-sum game mentality, ignoring the deep integration of global supply chains and attempting to preserve its top position in the global value chain through "decoupling" [5] Group 4: Consequences of Unilateral Actions - Historical evidence shows that unilateral sanctions ultimately backfire, as seen in the 2025 trade war where the U.S. imposed a 145% tariff on Chinese goods, leading to significant losses for companies like Tesla and Apple, and increased living costs for American households [6] - The intensified technology blockade has caused companies like NVIDIA and AMD to lose access to the largest AI chip market, prompting China to accelerate the development of its semiconductor industry [7] - The U.S. efforts to form a "semiconductor alliance 2.0" have faced challenges, as countries like South Korea seek exemptions for chip exports to China, and companies like ASML continue to supply China with lithography machines [7]

Core Viewpoint - The article discusses the recent actions taken by the U.S. Department of Commerce regarding export controls on Huawei chips, highlighting China's response to what it perceives as unilateral and protectionist measures by the U.S. [2] Group 1: U.S. Export Control Measures - The U.S. Bureau of Industry and Security (BIS) has announced three new export control measures regarding AI chips: 1. Using Huawei Ascend AI chips anywhere globally is considered a violation of U.S. export controls [3] 2. Public warnings have been issued about the potential consequences of allowing U.S. AI chips to be used for training and inference of Chinese AI models [4] 3. Guidance has been provided to U.S. companies on how to protect their supply chains from being transferred [5] Group 2: China's Response - The Chinese Ministry of Commerce has criticized the U.S. actions as typical of non-market and unilateral bullying practices, which undermine the stability of the global semiconductor supply chain and disrupt market rules and international trade order [2] - China urges the U.S. to correct its actions and states that it will take resolute measures to protect the legitimate rights and interests of Chinese enterprises [2]

Core Viewpoint - The article discusses the recent changes in U.S. semiconductor export controls and their implications for U.S.-China tech competition, particularly focusing on the impact of the Trump administration's policies on the semiconductor and AI industries in both countries [1][2][3]. Group 1: U.S. Policy Changes - The U.S. Department of Commerce has initiated the repeal of the AI diffusion rules signed during Biden's administration and announced additional measures to strengthen global chip export controls, including a ban on the global use of Huawei's Ascend AI chips [1][2]. - The Trump administration's semiconductor control policies indicate a trend towards decoupling the U.S. and Chinese semiconductor industries, with both sides aiming to reduce dependency on each other [2][3]. Group 2: Impact on China - In the short term, Chinese companies will have to endure the impact of U.S. policies and seek partnerships with non-U.S. entities, as the U.S. has limited the autonomy of companies like NVIDIA in supplying AI chips to China [2][3]. - The recent changes in U.S. policy may create opportunities for intermediaries, as traditional smuggling routes could pivot towards AI chip trafficking [4][6]. Group 3: Semiconductor Manufacturing Landscape - The new origin recognition rules for semiconductor products in China aim to encourage domestic manufacturing by defining the origin based on the foundry location, which could lead to a shift in production back to mainland China or other regions like Taiwan and South Korea [7][9]. - The U.S. "Chip Act" has attracted multinational companies to invest in advanced semiconductor production lines in the U.S., but the additional tariffs on exports back to China may diminish the cost advantages of these investments [9][10]. Group 4: Political Implications of Subsidies - The "Chip Act" subsidies have evolved into a political tool, with funding directed towards older semiconductor companies and military-related firms rather than advancing cutting-edge semiconductor capabilities [10][12]. - The timing of subsidy approvals has been strategically aligned with electoral cycles, indicating that the funding has become intertwined with political agendas rather than purely industrial objectives [12][13]. Group 5: International Cooperation and Export Controls - The Biden administration's "small yard, high wall" strategy has pressured allies like Japan and the Netherlands to implement stricter export controls, which could significantly impact China's semiconductor industry [24][25]. - The potential for a new alliance among U.S. allies to enforce semiconductor export controls could strengthen the U.S. position, but uncertainties remain regarding the future cooperation of these allies under a different U.S. administration [27][29].

Core Viewpoint - The article discusses the recent regulations issued by the U.S. Department of Commerce, which impose restrictions on the use of Huawei's Ascend AI chips globally, highlighting the implications for companies using these advanced computing chips [1][3]. Summary by Sections U.S. Regulations on Huawei Chips - The U.S. Department of Commerce has stated that using Huawei's Ascend chips anywhere in the world violates U.S. export control regulations [3]. - Specific models mentioned include the Huawei Ascend 910B, 910C, and 910D, which may lead to penalties for companies that utilize them [3]. Classification of High-Performance Chips - The regulations categorize advanced high-performance chips into three classes based on their total processing performance (TPP) and performance density: 1. Chips with TPP greater than or equal to 4800 TOPS, or TPP greater than or equal to 1600 TOPS with a performance density of 5.92 or higher [4]. 2. Chips with TPP between 2400 TOPS and 4800 TOPS, and performance density between 1.6 and 5.92, or TPP above 1600 TOPS with performance density between 3.2 and 5.92 [4]. 3. High Bandwidth Memory (HBM) components with memory bandwidth density greater than 2 GB/s per square millimeter [5]. Consequences of Non-Compliance - The regulations indicate that violations could result in severe penalties, including up to 20 years of imprisonment [6]. - Experts have commented that these guidelines are quite stringent, effectively forcing companies to choose between Huawei's H chips and NVIDIA's N chips [6].