Loopholes beim Decoupling und Derisking- über den begrenzten Wert von westlichen Sanktionen

Loopholes beim Decoupling und Derisking- über den begrenzten Wert von westlichen Sanktionen

Viel wird erzählt über Derisking und Decoupeln, Habeck kürzt da auch  all scheinbar allmächtig ein paar KfW- Kredite, aber ohne Effekt, da die nicht so entscheidend sind und deutsches Kapital desto beherzter in China investiert zumal er selbst gar nicht mehr weiß, wie man eine deutsche Energie. Und ´Verkehrswende, zumal mi E- Autos noch mit oder gegen China oder Strafzöllen gegen chinesisch oder chinesisch-deutsche E-Autos aus China oder das Ganze von den Stückzahlen und dem Preis , wenn schon nicht von der Infrastruktur nicht noch irgendwie hinbringen will, von grünen Wasserstoff und ähnlichem mal noch ganz abgesehen, jenseits von Baerbock  beschworener Systemfeindschaft und Habecks Versorgungssicherheit, Vielleicht doch letzterers . wenngleich mit Baerbock mal bellend und dann wieder eingebremst, von Habeck und Scholz  wie Joschka Fischer unter Schröder, wobei damals Schröder klarstellte , dass er der Chef ist ,wer Chef und Koch,  wie auch Eurasien- China und Ruland Chefsache für oh war. , Ähnlich, wie nun Baerbock gegenüber Scholz. Fischer der Kellner vom Koch und sich bestenfalls noch bei Madeleine Albright mit seinem antifaschistischem Sponti.-Straßenkämpfer-Charme  und Jugoslawienkrieg- Auschwitzvergleichen als transatlantischer Nabuco- Pipelinelobbyist von Madeleine Albright einbringen kann, während Schröder sich fürs andere Pipelineprojet eurasisch an Putin und  Gazprom/Rosneft ausverkaufte.. Nun will Habeck entschieden haben, dass man mittel KfW. Risikokredite für deutsches Kapital dessen Investitionen in China weglenkt, wobei laut FAZ- Artikel gerade der Gegeneffekt eingetreten ist: . Zwar kum noch mehr INvestitionsgarantien, aber desto mehr deutsche Investitionen in China


DIE WIRTSCHAFT SCHRECKT ZURÜCK: Kaum noch Investitionsgarantien für China

  • VON JULIA LÖHR, BERLIN
  • -AKTUALISIERT AM 19.03.2024-21:21

Von den deutschen Garantien fürs ein paar Tele des deutschen Kapital, das nur ein Bruchteil deutscher Investitionen darstellt  vom dem deutschen Staat abgesehen, nehmen die ganzen Investitionen deutschen Kapitals in China weiter zu, da staatliche Risikoabsicherung nur eine marginale Größe ist, auch wenn man sie als omnipotentes oder gegen nur als symbolisches Machtinstrument sehen will, wie auch die Garantien für Rußland nicht eingestellt wurden. Ja sogar auf hohem Niveau verblieben und auch Gabor Steingart klarmacht, das auch neue Sanktionen gegen Rußland nur eine Nullnummer und Ausdruck der westlichen „Hilflosigkeit“ sind: Siehe seinen Beitrag im Focus, wobei der nicht die Hochtechnologebereiche betrachtet. sondern nur das Rsource Empire. Aber schon klar, dass heute Sanktionen gegenüber Putin- Rußland löchriger sind in einer multipolaren recht globalsierten Welt als damals eine COMECON- Liste gegenüber der Sowjetunion, im wesentlichen bipolar und zudem ohne andere techhnologische oder reale wirtschaftiche Konkurrenz, weder von China noch Indien oder sonstwem

Gastbeitrag von Gabor Steingart

Frau Baerbock, die Putin-Sanktionen sind zwar laut, aber auch genauso wirkungslos

Heute, 19.03.2024 | 08:41

Frau Baerbock, die Putin-Sanktionen sind laut und auch genauso wirkungslos – FOCUS online

So glücklich scheint man seitens der südkoreanischen Chaebols nicht mit Bidens Indo Pacific Economic Framework , dem „small yard,high fence“ auch als Antwort auf RCEP zu sein, zumal abnehmenden Handels und der konservativen  Yong-Regierung zu sein. Wann sind eigentlich die Präsidentschaftswahlen? Leider  keine Zahlen zu Investitionen.

S.Korean business group visits China to seek closer ties

By Feng FanPublished: Mar 19, 2024 11:34 PMDelegations from South Korean and Chinese enterprises attend a meeting on March 19, 2024 Photo: Courtesy of CICPMC

Delegations from South Korean and Chinese enterprises attend a meeting in Beijing on March 19, 2024 Photo: Courtesy of CICPMC
A Korea Enterprises Federation (KEF) delegation visited China on Tuesday for talks aimed at strengthening business ties and resolving trade and investment issues. The visit underscores efforts by the two countries in deepening economic cooperation and fostering regional and global development amid changes in bilateral trade.

Experts said that the visit reflects South Korea’s emphasis on the Chinese market, as it aims to maintain trade relations and adjust its policies to strengthen trade ties with the Chinese market, and maintain supply chain stability.

High-level executives from some major South Korean enterprises such as Samsung, SK and Hyundai Motor are in attendance, alongside their Chinese counterparts from enterprises including China National Petroleum Corp, China Everbright Bank and YTO Express, as well as Chinese officials, according to information that the China International Council for the Promotion of Multinational Corporations (CICPMC) shared with the Global Times on Tuesday. 

The meeting aimed to strengthen ties between the Chinese and South Korean business communities, and to address trade and investment issues, deepen economic and trade cooperation and expand bilateral investment, according to the CICPMC.

The meeting came amid recent fluctuations in bilateral trade of the two countries.

According to the General Administration of Customs, the total import and export trade between China and South Korea in 2023 was $310.74 billion, a year-on-year decrease of 13.5 percent. Among them, China’s exports to South Korea in 2023 were $148.99 billion, a year-on-year decrease of 7.2 percent, and China’s imports from South Korea were $161.75 billion, a year-on-year decrease of 18.7 percent.

The meeting showed optimism among South Korean business groups regarding China’s economic prospects for the year, as they expressed keen interest in strengthening economic and trade cooperation, Li Tianguo, an associate professor at the National Institute of International Strategy of the Chinese Academy of Social Sciences, told the Global Times on Tuesday.

At the meeting, both China and South Korea listed the industrial and supply chains as a major topic. China is the main market for many South Korean products and is also the core supplier of raw materials for South Korea’s production of lithium batteries, electric vehicle motors and other products. 

However, under the President Yoon Suk-yeol administration, South Korea actively responded to the „Indo-Pacific Economic Framework“ of the US and strengthened supply chain cooperation with Washington in semiconductors, batteries and other fields. 

Such a move with  „small yard, high fence“ practices had an adverse impact on China-South Korea economic and trade relations, as in some high-tech fields, South Korea is trying to reduce its dependence on China’s supply chain. 

„However, whether it is semiconductors or lithium batteries, China plays a pivotal role in the supply chain. Every time South Korea emphasizes the topic of supply chains, it reflects the importance of China.“ Zhang Huizhi, a vice dean of the Northeast Asian Studies College at Jilin University, told the Global Times on Tuesday.

The emerging field of cross-border e-commerce is witnessing closer bilateral cooperation, with South Korea’s customs data indicating a 70.3 percent surge in imports of e-commerce packages from China in 2023, totaling 88.815 million yuan.

However, Chinese e-commerce platforms, such as AliExpress, Temu and Shein, are facing challenges in South Korea, where they will be required to hire domestic representatives, as required by a South Korean business regulator.

This development, focusing on limiting the fast expansion of these platforms, has been highlighted by Chinese experts as a potential challenge to economic and trade cooperation between the two neighboring countries.

Bilateral trade between the two countries grew 2.9 percent to 336.92 billion yuan ($47.41 billion) in the first two months of 2024, with imports from South Korea up 12.3 percent to 186.47 billion yuan.

S.Korean business group visits China to seek closer ties – Global Times

Auch bei allen Isolationsmanövern der Biden- Administration im Chipskrieg liest man dann doch nebst vi3len trotz allen zahlreichen Investitionen seitens US- Konzernen in China samt Elon Musks Tesla nun auch eine Investition des doch angeblich so strategischen Chipsherstellers Nvididia, der nun den ganze Aktienboom in den USA und beim Nikkei wegen Chipsnachfrage für generative KI ausgelöst haben soll trotz aller angeblichen Resilienz und aller angeblichen und maßgeblichen Unterbindiung von Technologietransfer- zumal letzetns noch auf der Peking Rundschau ein Bericht kan, dass amerikanische Firmen und Forscher in China mit chinesischen Instituten anbgeblich einen neue Chip hervorgebracht hätten. der ein neues Zeitalter von der Lithium- zur Kohlebasierten Ära lege. Nun entweder ein Flop, Fake News oder beide Seiten wollen das bewußt lieber unter den Teppich kehren. Nun wieder folgende Nachricht:

NVIDIA deepens ties with Chinese firms despite US restrictions

By GT staff reportersPublished: Mar 19, 2024 09:35 PMA chip manufacture machine Photo: VCG

A chip manufacture machine Photo: VCG


Despite Washington’s relentless efforts to restrict the development of the Chinese chip industry, US chipmaker NVIDIA said on Monday that it is expanding collaboration with Chinese enterprises. Experts noted that the „small yard and high fence“ tactic of the US will eventually backfire on its own tech advancement.

Chinese companies such as BYD, Hyper and XPENG have decided to adopt NVIDIA’s DRIVE Thor – an in-vehicle computing platform created for generative artificial intelligence (AI) applications – NVIDIA said in a statement on Monday as the company’s annual GPU Technology Conference (GTC) kicked off.

„BYD, the world’s largest electric vehicle maker, is expanding its ongoing collaboration with NVIDIA from the car to the cloud,“ read the statement.

„In addition to building its next-generation EV fleets on DRIVE Thor, BYD plans to use NVIDIA’s AI infrastructure for cloud-based AI development and training technologies, along with the NVIDIA Isaac and NVIDIA Omniverse platforms to develop tools and applications for virtual factory planning and retail configurators,“ the AI chip industry leader said.

At the GTC, two other Chinese automakers – Hyper and XPENG –  also announced plans to use the NVIDIA DRIVE Thor platform as the AI brain for their next-generation EV fleets, joining Li Auto and ZEEKR, which previously made similar announcements.

Also at the GTC, technology giant Lenovo announced new hybrid AI solutions, built-in collaboration with NVIDIA „that deliver the power of tailored generative AI applications to every enterprise and cloud,“ according to a statement Lenovo sent to the Global Times on Tuesday.

Amid the US government’s ongoing restrictions on chip exports to China and crackdown on China’s high-tech industries, NVIDIA has employed various strategies to ensure it doesn’t sever its ties with the Chinese market, Ma Jihua, a telecom industry analyst, told the Global Times on Tuesday.

Previously, NVIDIA tried to hold onto its market share by exporting „downgraded“ chips to China, but it faced a lukewarm reception. Now, NVIDIA is taking a different approach by expanding technical collaboration with Chinese companies. This approach could allow NVIDIA to maintain its market presence without violating certain restrictions imposed by the US government, Ma said.

This situation clearly showed that the US business sector is reluctant to „decouple“ from China, highlighting the resilience of economic and technological cooperation between the two countries, Ma stressed.

In recent years, the US government has spared no effort in suppressing China’s high-tech industry, with semiconductors as a focal point. From restricting American companies‘ chip exports to China to luring or pressuring its so-called allies to form small cliques, the US has attempted to isolate China from the global chip value chain.

However, „China is one of the major semiconductor markets in the world. To fragment the market, destabilize global industry and supply chains, and stymie efficiency and innovation serves no one’s interests,“ Chinese Foreign Ministry spokesperson Mao Ning said at a press briefing on February 27.

What has happened shows that „small yard and high fence“ tactics will not stop China’s innovation-driven development, nor will they do any good to US companies or the entire semiconductor industry, Mao said.

In the fourth quarter of 2023, Chinese chip manufacturer HiSilicon’s shipment volume reached 6.8 million units, up more than 50 times year-on-year, media reports said, citing data from Canalys.

US restrictions on chip exports have created some market opportunities for Chinese companies. Under the premise of equivalent performance, domestically produced equipment is more secure, sustainable and has lower risks, Ma said.

The Biden administration’s efforts to curb China’s high-tech industry have failed to halt the advancement of China’s chip sector. Instead, they have only accelerated the drive for independent research and domestic substitution, pushing China further toward self-reliance in its products, Ma said.

NVIDIA deepens ties with Chinese firms despite US restrictions – Global Times

Und stolz wird auch vermerkt, dass einige CEOs scheinbar die Lockrufen Pekings erhören könnten, zumal auch nun mit solch Prominenz wie Thomas Cook wenngleich man keinen statistischen Überblick bringt, obwohl das mit Statistiken nicht nur, aber vor allem in China so eine Sache ist

Apple CEO, other foreign executives flock to China, as nation steps up efforts to attract investors

Nation’s continued opening-up offers greater opportunities for firms: experts

By Wang Cong, Zhang Weilan and Tu LeiPublished: Mar 20, 2024 09:06 PMThe skyline of Lujiazui in Shanghai Photo: CFP

The skyline of Lujiazui in Shanghai Photo: CFP
Apple CEO Tim Cook has been in Shanghai for another visit to China, declaring on Wednesday that „there is no place more important than China“ for the US tech giant’s supply chain. Cook is among a long list of global business executives who are expected to visit China in the coming days for two major forums, demonstrating the great importance that multinationals attach to the Chinese market.

Following the two sessions, where attracting foreign investment was prioritized, China has also moved swiftly in recent days to take concrete steps to further expand market access and optimize the business environment. 

China’s continued opening-up and its steady economic recovery mean greater opportunities for global businesses, and China will remain one of the most popular destinations for investors, experts noted.

On Wednesday morning, Cook posted a video of himself walking and eating with Chinese actor Zheng Kai in Shanghai on his Sina Weibo account, drawing millions of views. A related topic of Cook meeting Zheng drew more than more than 30.95 million views on Weibo, underscoring the popularity of Cook in China. The Apple CEO, who has visited China at least three times since last March, also talked about China’s crucial role for Apple.

„For Apple’s supply chain, I think there is no place more important than China,“ Cook was quoted by news portal thepaper.cn as saying in a Chinese-language report. Cook, who also met with various individuals like BYD Chairman Wang Chuanfu, said that Apple has been expanding its supply chain in China and increasing investment over the past three decades.

Cook’s visit comes as Apple is scheduled to officially open a new store in Shanghai’s Jing’an district on Thursday. Cook is also expected to attend the China Development Forum (CDF), which is expected to kick off on Sunday in Beijing, the Wall Street Journal (WSJ) reported.Screenshot of Tim Cook's post of Sina Weibo

Screenshot of Tim Cook’s post of Sina Weibo
The CDF, an annual high-level event hosted by the Development Research Center of the State Council, China’s cabinet, usually draws many global executives. Apart from Cook, Cristiano Amon of Qualcomm, Albert Bourla of Pfizer and Stephen Schwarzman of Blackstone, as well as Bridgewater Associates founder Ray Dalio, are expected to attend this year’s CDF, according to the WSJ.

Shortly after the CDF, the Boao Forum for Asia will convene its annual conference in Boao, South China’s Hainan Province from March 26 to 29, with many business executives from the Asia-Pacific region and beyond expected to attend.

„Through the two events, China will show the world that China’s economy remains sound, stable and resilient, and has vast potential, a business-friendly environment and a predictable outlook,“ Li Yong, a senior research fellow at the China Association of International Trade, told the Global Times on Wednesday, noting that China has taken a slew of measures to further open up its market for foreign businesses. 

The Government Work Report approved during the two sessions outlined efforts to attract foreign investment, including lifting all market access restrictions on foreign investment in manufacturing. Then on Tuesday, the State Council issued a 24-point action plan to attract foreign investment.

At a press conference on Wednesday, officials from the National Development and Reform Commission (NDRC), China’s top economic planner, said that the agency has launched the revision of the catalog of industries that encourage foreign investment, as part of the country’s intensifying efforts to attract foreign investment.

NDRC officials also addressed concerns over a slight drop in foreign direct investment (FDI) last year, noting that FDI into China maintained a relatively good trend compared with a significant drop in global cross-border investment, and foreign investment in high-tech sectors continued to rise. 

„For multinational companies, walking with China is walking with opportunities, and investing in China is investing in the future,“ Wu Hao, an NDRC official, said at the press conference on Wednesday. 

Wang Jun, an expert at the China Center for International Economic Exchanges in Beijing, said that while China has seen a slowdown in FDI, the country has three major advantages in attracting foreign investment – a vast market, complete industry and supply chains, and favorable policies.

„As long as China maintains the consistency of its macroeconomic policies and maintains steady economic growth… then it would be an opportunity for foreign companies,“ Wang told the Global Times on Wednesday. 

Many global businesses are seeing great opportunities in China and increasing investment in the Chinese market. 

Nancy Wang, country manager of LinkedIn China, said that the global career platform has remarkable achievements in the Chinese market, as it has built close cooperation ties with thousands of Chinese enterprises.

„LinkedIn will continue to increase its investment in China, making full use of our unique advantages in connecting the world’s top talent and career opportunities, as well as first-hand data insights, to provide Chinese companies with exclusive insights and the most comprehensive solutions to connect with and attract top global talent,“ Wang told the Global Times on Wednesday. 

Und wenn China schon technologisch angeblich immer weiter abgeschlagen scheint durch Technologiesanktionen und Decoupling ist doch die heutige Nachricht in der Global Times interessant, die da doch zeigt, dass sie da dagegenlenken wollen. Statt einem Silicon Valley und Space X,  nun seitens der KP China eine „Rocket Street“ für chinesische Privatfirmen in der Luft- und Weltraumindustrie. Wahrscheinlich nicht nur zivil. Ob man nun auch dem angeschlagenen  Boeing und Airbus Konkurrenz machen will oder sich eher auf Raketen- und Weltraumtechnologie widmet?

Private aerospace firms eye cluster advantage with Beijing’s support

By  Chu DayePublished: Mar 19, 2024 11:23 PMLiu Jian, a vice president of Chinese private aerospace firm LandSpace, demonstrates the properties of a rocket body made of stainless steel, a material vital to the upcoming age of reusable rockets  in Beijing on March 19, 2024. Photo: Chu Daye/GT

Liu Jian, a vice president of Chinese private aerospace firm LandSpace, demonstrates the properties of a rocket body made of stainless steel, a material vital to the upcoming age of reusable rockets in Beijing on March 19, 2024. Photo: Chu Daye/GT

China’s efforts to build a shared sci-tech innovation infrastructure will be conducive to the development of high-tech industries such as commercial aerospace, industry experts said on Tuesday, as the Beijing municipal government races to build a „Rocket Street“ with a high concentration of private aerospace companies. 

The Chinese capital city announced in February plans for the establishment of a dedicated „Rocket Street“ as a research and production hub for the advancement of commercial aerospace. Construction is set to begin in April. 

The capital’s endeavor to foster innovation comes amid the country’s efforts to develop new quality productive forces and global commercial space competition involving big names such as SpaceX and Blue Origin.

Developing commercial spaceflight was listed among the key areas for the development of emerging industries in the Government Work Report, as the term „new quality productive forces“ became a buzzword at the two sessions.

Reflecting a rising level of government support, „officials from the Beijing Economic-Technological Development Area [at Yizhuang] have since last year been approaching us concerning the joint building of the ‚Rocket Street,'“ Yuan Yu, a senior manager at Chinese private aerospace firm LandSpace, told the Global Times on Tuesday.

„In our understanding, the aim of the drive is to facilitate the pooling of resources and share some test equipment, as well as basic hardware and software that can be used commonly,“ said the manager.

LandSpace launched the world’s first liquid oxygen, methane carrier rocket into orbit in July last year.  

In January this year, the company completed a vertical takeoff and vertical landing test, laying the foundations for its self-developed ZQ-3 reusable rocket.

As a leading hub in developing the commercial space market, Beijing has been trying to pool its resources.

In 2023, a total of 13 space launches were conducted by China’s private commercial rocket enterprises, all based in Beijing.

Jiang Guangzhi, director of the Beijing Municipal Bureau of Economy and Information Technology, said in February at an industry meeting that more efforts will be made this year to enhance the utilization of ground infrastructure, facilitate the construction of constellations and foster the widespread application of space information.

Beijing hosts a cluster of 157 enterprises specializing in commercial space, including a number of leading commercial launch start-ups. 

Rocket companies are centered in the south of the city, with satellite-related enterprises gravitating to its north.

China’s commercial aerospace enterprises were inspired as the Government Work Report vowed to step up the development of commercial spaceflight to foster new growth engines.

Industry insiders said 2024 will be a critical year for China’s aerospace development, as about 100 launch missions will take place this year.

In 2023, domestic private rocket companies made 13 launches and successfully entered orbit 12 times, setting a new record in the eight years of China’s commercial aerospace development, according to media reports. 

Multiple localities in China have announced plans to develop the commercial aerospace industry. 

In an action plan released last November, Shanghai said that it aims to achieve annual production capacity of 50 commercial rockets and 600 commercial satellites by 2025.

Private aerospace firms eye cluster advantage with Beijing’s support – Global Times

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