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I'm sure we all remember the famous saying we heard when we were students: technology is the primary productive force. The fundamental reason why the United States has been able to rise as the world's superpower is that it has always maintained a leading position in science and technology. However, the establishment of this leading position depends not only on the ability to innovate, but more often on the product of hegemony.
As an example, let's look at chip technology. This technology originally originated from the Silicon Valley of the United States, and the Fairchild company was like a fire, igniting the entire Silicon Valley and giving birth to many giants in the chip field. The founders of Intel and AMD are both from Fairchild, and Fairchild's Noyce is known as the father of integrated circuits.
However, despite this, the United States has not always maintained a leading position in the chip industry. In fact, at one point, Japan surpassed the United States, and American chip technology companies were even on the verge of bankruptcy. In the end, the United States adopted hegemonic measures to crush the Japanese semiconductor industry to pieces.
For the United States, if its businesses are leading the way, there is an emphasis on fair competition. Otherwise, it will use hegemonic means to suppress competitors. It can be said that in order to ensure its own technological leadership, the United States can do whatever it takes.
A typical case is the suppression of Huawei. The United States has taken various measures against Huawei, but in order to promote its own development of 5G technology, the United States still agrees that American companies and Huawei will cooperate in 5G patent research and development. This shows America's thirst for advanced technology.
However, recent events have once again attracted people's attention, that is, the field of power batteries. According to the newly released ranking of the top ten global power batteries in 2022, Chinese companies occupy six, and three of the world's top three Chinese companies have a total market share of about 60%.
In contrast, none of the U.S. companies made the list. Ranking first is the Chinese company CATL, which occupies 37% of the global market share. This shows that CATL has become a leader and technology pioneer in the field of power batteries.
Therefore, if the United States hopes to make technological breakthroughs in the field of power batteries, cooperation with CATL is undoubtedly the best choice. In fact, Ford of the United States has reached a cooperation agreement with CATL. Ford invested USD 3.5 billion to build a new power battery plant in the United States, with CATL providing technical support.
This scene seems familiar, except that in the past, we paid for it, and foreign companies provided technology. This is a typical market-for-technology model. Interestingly, however, a congressman in the United States suddenly stood up against it.
In this regard, the US Secretary of Energy has made no secret of saying that bringing advanced manufacturing capabilities to the United States will help enhance our competitiveness. The US Treasury Department chose to remain silent, apparently hoping that CATL could provide technical support. Therefore, it is clear that the United States side remains willing to facilitate this cooperation.
In fact, perhaps it was not this lawmaker who opposed it, but China opposed it and prevented this cooperation. The so-called opposition of this congressman is probably just looking for a step down for the United States.
Prior to this, the mainland has included UHV, photovoltaic and new energy in the list of prohibited and restricted exports, and power batteries obviously belong to the new energy sector. Photovoltaics, UHV and power batteries form a powerful closed-loop technology.
Photovoltaics generate clean energy, UHV enables ultra-long-distance transmission, and power batteries are used for energy storage and applications. Mainland solar wafer production capacity accounts for 97% of the world, UHV technology is completely Chinese technology, power battery field, global market share accounts for 60%, CATL exclusively occupies 37%.
Therefore, in the field of power batteries, the United States does not have the right to speak. Although the future competition is the competition of science and technology, the more critical is the competition of energy, and China has an absolute advantage. China is different from the China it was a hundred years ago, and the United States is no longer the America it used to be. Here, hegemonism is no longer effective and will eventually only lead to reciprocal countermeasures from us. Do you agree with me? If so, please like the support.
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