After 5 years, from ZTE to Inspur Group, the Sino-US game meets again, who is the winner?

Trade barriers are also known as trade barriers. Artificial restrictions on foreign exchanges of goods and services mainly refer to the various restrictive measures imposed by a country on the import of foreign goods and services. ——。

On the evening of April 16, 2018, the U.S. Department of Commerce issued an announcement that the U.S. government banned ZTE from purchasing sensitive products from U.S. companies for the next 7 years.

Back on March 2, 2023, the United States imposed sanctions on 28 Chinese companies, including Inspur Group.

1), ZTE.

It is an Internet company that combines the field of communication, communication equipment, communication software, Internet of Things, and big data.

The company is at the leading level in the field of communication equipment in China.

Then in 2018, the US Department of Commerce announced the suspension of supply, and the impact on ZTE at that time was quite large.

You can go to see that after Huawei cut off supply, it can only sell honor.

Then Huawei, as a leading enterprise of mobile phone hardware equipment, some key components, such as chips, etc., once the supply is cut off, the impact is greater than ZTE.

Because we can't make our own chips for the time being.

2), Inspur Group, which has Inspur Information, Inspur Software, is mainly engaged in the field of computing power, big data, Internet of Things, intelligent software, artificial intelligence, digital security, AIGC and other fields.

It is a leading enterprise in the field of domestic computing power, IT service and artificial intelligence.

So after the United States implemented the supply cutoff to the wave, what is the impact?

First, the company's operational level.

1, not as big as ZTE, the main areas of the wave are still concentrated in the field of computing power, IT services, intelligent systems, relatively speaking, the ability to be autonomous is very strong.

2, the impact is still there, mainly involving some technical aspects exported by the United States, and some hardware aspects.

Therefore, the wave is included in the entity list, and the impact on the company's operation is limited, just like Haikang, his independent research and development is very strong and the nature of the business, so the impact will not be great.

Second, the impact on the capital market.

There is still an impact on the capital market, and the A-share wave information fell directly on Friday.

In the later stage, the stock price is likely to fall for two or three days.

It will not be as violent and direct as the ZTE back then.

1), because ZTE has an impact on the company's operation, we see that ZTE's financial report that year was directly a loss.

Then this is more appropriate for the wave to be a bearish, and the impact on the company will not be great.

So the market will not have that kind of sharp decline.

2), another reason is the immune response, we know that the capital market is determined by emotions,

ZTE was the first entity to be added that year, so the market reaction must have been great, and now they have sanctioned several waves, to put it bluntly, the market is already immune, and it will not be as extreme as the first time.

Then we know that since the Trump era, he has used this trade surplus and deficit to do things, and he can't move to increase tariffs.

We have also gone through several rounds of negotiations with them.

But in the end, it was not satisfactory.

It can only seek common ground while reserving differences, and it is still quite difficult to fully meet the requirements of the other party.

Later, it was sanctioned from time to time, like Hikvision, and some of the previous companies involved in the field of science and technology and the field of intelligence have been hacked.

So who will be the winner of this sanction?

The answer is no, the so-called wounded enemy one thousand, self-damage eight hundred.

This is the same as fighting, we want to destroy others, and it is almost impossible to sacrifice a single sacrifice ourselves.

There must be sacrifice in war, whether victory or defeat

Looking forward to the future, the coexistence of trade protection and open development is the general trend.

Trade protectionism refers to the proposition and policy of restricting imports in foreign trade to protect domestic goods from competition from foreign goods in the domestic market, and to provide various preferences to domestic goods to enhance their international competitiveness.

In restricting imports, trade protectionism mainly adopts two kinds of measures: tariff barriers and non-tariff barriers. The former is mainly by imposing high import duties to prevent the large import of foreign goods; The latter includes a series of non-tariff measures such as the import licensing system and the import quota system to restrict the free import of foreign goods.

Therefore, in the future in the global economic era, peace will be a win-win situation, and division will be a lose-lose.

Only by letting go of self-attachment, letting go of self, letting go of prejudice,

Adhering to openness, mutual benefit, and adhering to the view.

In order to move towards a win-win situation.

The Chinese people should forge ahead, and our generation should be self-reliant.