What is the impact of the sudden upgrade of “net plan” in the United States on Alibaba, Baidu, Xiaomi and other companies?

On August 5, US Secretary of state pompeio again targeted Chinese technology, hardware and Internet enterprises at a state Department press conference. < p > < p > in his speech, he made it clear that Chinese enterprises led by Huawei, Alibaba, Baidu and Tencent are threatening the information security of the United States. Therefore, the trump administration will expand the “net net plan” previously released on April 29 to protect the assets and security of the United States. < / P > < p > · purification operators: some operators pose a potential threat to the national security of the United States, so they should not be allowed to provide international telecommunication services to and from the United States. < / P > < p > · purify the app store: remove untrusted apps from the U.S. mobile app store, and some apps threaten our privacy, spread viruses and fake information. The personal and business information of American citizens must be protected on mobile phones to prevent them from being used and stolen. < / P > < p > · clean app app: prevent some smartphone manufacturers, such as Huawei, from pre installing the most popular U.S. apps or making them downloadable. The companies that develop U.S. apps should not work with Huawei, they should remove their apps from Huawei’s app store. < / P > < p > · purify cloud storage: prevent others from obtaining personal information of American citizens through the cloud storage of Alibaba, Baidu, Tencent and other companies, the intellectual property rights of the United States, and the research of new coronavirus vaccine. < / P > < p > · decontamination cables: to ensure that the submarine cables connecting the US and global networks are not subverted to be used for large-scale intelligence gathering. We work with overseas partners to ensure that submarine cables covering the world are not subject to similar damage. < / P > < p > in this case, the “net net plan” involves network operators, hardware manufacturers, cloud storage, submarine optical cable and many other fields, including China Unicom, Alibaba, Baidu, Huawei, ZTE, byte hopping, happy gathering era and other Chinese enterprises will be blocked. < / P > < p > it is worth mentioning that such a resolute approach has also sparked heated discussions in social media, “is the United States going to close its door?” “Will American netizens turn over the wall in the future?” “Is it too late to do VPN business in the U.S.” < / P > < p > it seems that the trump government is becoming more cautious in handling its relations with China and its attitude towards Chinese enterprises. It is likely that the trump government will “close its doors” and even use the eight words “strictly guard against and suppress everything”. < / P > < p > then, can the United States bear the consequences of losing the Chinese market and Chinese enterprises after the implementation of the “net net plan”? Is it realistic to dig out the cable from the ground and lay it again? And what kind of impact will Chinese enterprises encounter in the face of this unprecedented plan? According to the recent situation, perhaps the resilience of Chinese enterprises is much higher than that of the United States, and the series of disputes created by the trump administration are more likely to stimulate populism and canvass for the upcoming general election. Recently, the United States has become more and more aggressive in limiting the globalization of Chinese technology companies. Not long ago, trump issued a September 15 deadline to tiktok, either to sell the U.S. business to Microsoft or face a complete ban. < p > < p > and byte skipping, Zhang Yiming also suffered from cyber storm because he agreed to this transaction within 5 hours. With the arrival of the new “net plan”, the Internet Storm about Zhang Yiming is also heating up. According to public data, the so-called “net net plan” is a comprehensive measure taken by the trump government to protect the privacy of American citizens and the sensitive information of American enterprises from being obtained by hostile intruders. < / P > < p > this project is based on internationally recognized digital trust standards, and is based on the “clean 5g plan” released on April 29, 2020, to ensure that data transmitted through 5g networks can safely enter the diplomatic systems inside and outside the United States. < / P > < p > consistent with the attitude of the trump administration in the past, pompeio’s speech in this round is still fierce with prejudice against Chinese enterprises, and there are signs that sanctions are about to be launched between the lines. As a result, tiktok and wechat were once again pushed to the forefront of the storm. Pompeio even defined it as the “content review tool” of the Chinese government, claiming that tiktok, wechat and other applications set up by the parent company in China pose a major threat to the personal data of American citizens. In this regard, Zimeng, a Chinese in the United States, said: “the off shelf TT has no impact. If it is removed from the shelf, the impact of wechat is really too great. This thing is a bridge connecting domestic and overseas. After all of them are blocked, do I have to teach my family to climb over the wall? It’s unrealistic. ” Of course, there are also voices of fear overseas. Sean, who lives in Houston, said: “it’s not a problem to block or remove the app. Android can download the APK file and install it by yourself. Apple can change its store account. At most, if you turn over the wall, if you don’t, you’ll get out of prison. There’s no difficulty.” In addition, pompeio also said that the U.S. State Department is working with other government agencies to prevent Alibaba, Baidu, China Mobile, China Telecom and Tencent from doing business in the United States by urging the Federal Communications Commission to restrict or terminate services. < p > < p > according to the statement of the State Department of the United States, up to now, the “net net plan” of the United States is developing rapidly, and more than 30 countries and regions around the world have already used the “net net plan”. < / P > < p > obviously, this round of upgraded “net net plan” involves network operators, hardware manufacturers, cloud storage, submarine optical cable and many other fields, including China Unicom, Alibaba, Baidu, Huawei, ZTE, byte skipping, happy gathering times and other Chinese enterprises. < / P > < p > once the “net net plan” is implemented, it will inevitably bring unavoidable losses to the relevant enterprises in China, such as short-term revenue loss, market share loss, forced sale and complete withdrawal from the U.S. market Obviously, either is an unbearable result. < / P > < p > in the process of purifying operators, China Unicom, China Telecom, Pacific network company and its subsidiary ComNet will undoubtedly withdraw from the U.S. market. This will certainly have an impact on revenue for some time to come, but fortunately, the main battlefield of the two major operators is still at home. As a matter of fact, the trump administration has long regarded Chinese operators as a thorn in the eye. In April this year, a number of U.S. agencies, citing “national security” as a reason for China Telecom, asked the Federal Communications Commission of the United States to revoke their marketing license in the United States. China Telecom and China Unicom’s U.S. branches have filed an application with the Federal Communications Commission, urging the agency not to revoke their authorization to provide international communications services to the United States and to continue operating in the United States, Reuters reported on June 9. < / P > < p > purifying applications, which is undoubtedly a devastating blow to China’s offshore enterprises. At present, China’s offshore enterprises, led by the era of byte hopping and gathering, have destroyed cities and villages in the global market, and even challenged the position of overlord. Tiktok, likee and other applications have quickly become popular in a short period of time and become the most popular response of young people in the United States As one of the programs, this makes Facebook, twitter, instagram and other social software annoyed. It can’t compete with Chinese enterprises at the business level. Therefore, it is necessary to eradicate foreign invaders through national machines. < p > < p > it is obvious that Chinese enterprises taking application software as the carrier will become the victims in this round of political game. More importantly, application software is blocked, and hardware manufacturers will also be affected. < / P > < p > as we all know, mobile phone manufacturers will pre install a series of application software before leaving the factory. Under the new net net plan, Xiaomi, vivo, oppo and other manufacturers have been unable to pre install Chinese applications, and also unable to load American application software. It is still unknown how the products in the overseas market will appear in the future. < / P > < p > when we look at cloud storage, in fact, from the surface, at present, all major factories have deployed cloud storage in the United States. However, from the perspective of market share, the U.S. cloud storage market is completely controlled by Amazon, and Alibaba cloud, which accounts for a slightly higher proportion, is only ranked sixth. Therefore, the losses suffered are relatively limited and even negligible. < p > < p > finally, we look at the plan for purifying optical cables. At present, China accounts for half of the world’s optical fiber market, and the United States is also using the optical cables laid by Chinese enterprises. Is the trump government willing to dig out and re lay the cables buried in the ground and under the sea? How much time, cost, manpower and financial resources will it take? Of course, this is not realistic. < / P > < p > the so-called clean fiber optic cable plan is more like beating Huawei. The United States can no longer allow Huawei’s offshore network company to bid at a price far lower than other companies. < / P > < p > from Huawei to tiktok, the U.S. government has begun to make efforts to drive all Chinese enterprises that pose a threat out of the United States. This is not only because trump is deliberately stimulating populism for re-election, but also some giants such as Facebook are using national power to clear up obstacles. The first mock exam of the byte beating in 5 hours before

apparently gave the Trump administration a taste of sweetness, which they believe can be replicated on all China’s enterprises. This is like the fall of the Northeast without war, which made the Japanese invaders think that they can destroy China in three months, but it is not the case. < / P > < p > for those enterprises that still want to make a big impact in the United States, they need to quickly clarify their positions, fully agree with and comply with the laws and regulations of the United States, and lobby through legal channels in the face of other unfair treatment, regardless of the effectiveness. At present, Wang Wenbin, spokesman of China’s foreign ministry, also said at a regular press conference held by the Ministry of Foreign Affairs on August 4 that the US side imposed restrictions and crackdowns on the charges of “unnecessary”, which is totally political manipulation. The US side must not open Pandora’s box, otherwise it will suffer its own consequences. Older posts →