近日，据美国彭博社和新加坡《联合早报》报道，美国国会已禁止五角大楼采购包括宁德时代、比亚迪在内的6家中国企业生产的电池。这一举措被视为美国试图进一步推动五角大楼供应链与中国“脱钩”的一部分。去年12月22日通过的“2024财年国防预算法案”中包含了这一规定。
据了解，五角大楼是美国国防部的下属机构，负责为美国军队提供各种军事装备和服务。电池作为新能源汽车的核心部件，对于五角大楼的军事装备至关重要。然而，由于美国政府对中国企业的担忧，以及对国家安全的考虑，决定禁止五角大楼从这6家中企采购电池。
这一消息传出后，立即引起了市场的关注。对于美国政府此举，业内人士普遍认为，这将对中美贸易关系产生一定的影响。一方面，美国政府试图减少对中国企业的依赖，以降低潜在的安全风险；另一方面，这也可能导致美国国内电池产业的发展受到一定程度的影响。
对于中国企业来说，虽然短期内可能会面临一定的市场压力，但长远来看，这也是一个机会。随着全球对新能源汽车的需求不断增长，中国企业在电池领域的技术实力和市场份额有望进一步提升。此外，中国政府也在大力支持新能源汽车产业的发展，通过政策扶持和资金投入，推动产业技术创新和产能扩张。
总之，美国禁止五角大楼从6家中企采购电池的决定，无疑给中美贸易关系带来了新的变数。然而，在全球新能源汽车市场的大背景下，中国企业在技术和市场上的优势依然明显。未来，随着全球对新能源汽车需求的不断增长，中国企业有望在这一领域继续保持领先地位。
英语如下：
Title: U.S. Congress Bans Pentagon from Purchasing Batteries from Chinese Companies, Further Decoupling of Supply Chain
Keywords: U.S. ban, Chinese batteries, decoupling of the Pentagon’s supply chain
Recently, according to Bloomberg News and Singapore’s Lianhe Zaobao, the U.S. Congress has banned the Pentagon from purchasing batteries from six Chinese companies, including Ningde Times and BYD. This measure is seen as part of the United States’ attempt to further push for the decoupling of the Pentagon’s supply chain from China. This provision was included in the “FY2024 Defense Budget Bill” passed on December 22 last year.
It is understood that the Pentagon is a subordinate agency of the U.S. Department of Defense responsible for providing various military equipment and services to the U.S. military. Batteries, as a core component of new energy vehicles, are crucial to the military equipment of the Pentagon. However, due to concerns about Chinese enterprises and national security considerations, the decision was made to ban the Pentagon from purchasing batteries from these six Chinese companies.
Upon the announcement of this news, it immediately attracted market attention. Industry insiders generally believe that this will have some impact on Sino-U.S. trade relations. On the one hand, the U.S. government is trying to reduce its dependence on Chinese enterprises in order to reduce potential security risks; on the other hand, this may also have an impact on the development of the U.S. domestic battery industry to a certain extent.
For Chinese enterprises, although they may face certain market pressure in the short term, in the long run, this is also an opportunity. With global demand for new energy vehicles continuing to grow, Chinese enterprises’ technological strength and market share in the battery sector are expected to further increase. In addition, the Chinese government is also vigorously supporting the development of the new energy vehicle industry through policy support and capital investment, promoting industrial technology innovation and capacity expansion.
In summary, the U.S. decision to ban the Pentagon from purchasing batteries from six Chinese companies undoubtedly brings new variables to Sino-U.S. trade relations. However, under the background of the global new energy vehicle market, Chinese enterprises’ advantages in technology and market remain clear. In the future, with increasing global demand for new energy vehicles, Chinese enterprises are expected to continue to maintain their leading position in this field.
【来源】https://www.zhihu.com/question/640544601
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