De Chinese Wouden, maandag 25 november: Taiwan, handel
Wat opvalt vandaag:
De raakvlakken met Oekraïne van de bezoeken van de Taiwanese minister van buitenlandse zaken Lin Chia-lung aan Europa en de voormalige Taiwanese president Tsai Ing-wen aan Canada.
De vraag of europarlementariër Bernd Lange zich wel ergens op baseert, wanneer hij claimt dat Brussel en Peking richting overeenstemming zouden gaan m.b.t. de invoerheffingen.
De e-mail van de Amerikaanse kamer van koophandel dat de jaarlijkse update van Bidens halfgeleiderexportcontrolemaatregelenlijst – waar we al sinds begin oktober op wachten – er nu aan zou zitten te komen.
Fijne week iedereen!
Nederland en Europa 🇳🇱🇪🇺
Comments of the Spokesperson of the Chinese Embassy in the Netherlands on Dutch Parliament passing Taiwan-related motion – Embassy of the People’s Republic of China in the Kingdom of the Netherlands: ‘China strongly opposes official interaction of any form between China’s Taiwan region and countries that have diplomatic relations with China. That includes negotiating or signing any agreement that implies sovereignty and has an official nature.’ 🇳🇱
Dit zou kunnen wijzen op de aangenomen moties van Paternotte c.s. die opriep tot het leiden van een voorhoede binnen Europa om een investeringsoveernkomst met Taiwan na te streven of op die van Van der Burg c.s. over rechtsbijstandovereenkomst met Taiwan ‘naar Duits model’.
Schriftelijke vragen: Het artikel ‘Congres VS eist inzage in ASML-export naar China’ – Laurens Dassen (Volt), Tweede Kamer der Staten-Generaal: „Welke stappen neemt u om te voorkomen dat ASML een pion wordt in de Amerikaanse economische strijd met China?” 🇳🇱
Schriftelijke vragen: De situatie van Oeigoeren in Thailand – Jan Paternotte (D66), Eric van der Burg (VVD) en Tom van der Lee (GroenLinkd-PvdA), Tweede Kamer der Staten-Generaal 🇳🇱
Denmark in diplomatic talks with several countries over Chinese ship in cable incident – AFP 🇩🇰
Mutmaßliche Sabotage in der Ostsee: Deutsche und schwedische Küstenwache beschatten verdächtigen Frachter – Der Spiegel: „Am Mittwoch hatte bereits die dänische Küstenwache bestätigt, ein Schiff zur Überwachung der »Yi Peng 3« entsandt zu haben.“ 🇩🇪🇸🇪
Spokesperson of the Chinese Mission to the EU Speaks on a Question Concerning the European External Action Service’s Statement on Hong Kong – Mission of the People’s Republic of China to the European Union: ‘We firmly […], and oppose the EU’s criticism of other countries’ efforts to safeguard national security while the EU itself prioritizes security.’ 🇪🇺
China-Italy joint pharmaceutical laboratory established in south China’s Shenzhen – Xinhua 🇮🇹
China’s top legislator Zhào Lèjì 赵乐际 eyes closer practical cooperation with Portugal in official visit – Xinhua: ‘Montenegro noted that Portugal always adheres to the one-China principle and speaks highly of the practice of “one country, two systems” in the Macao Special Administrative Region.’ 🇵🇹
China expands visa-free access to Japan, Bulgaria, Romania, Croatia, Montenegro, and other countries – Reuters 🇧🇬🇷🇴🇭🇷🇲🇪
Drone makers from Taiwan and Lithuania sign 2 MOUs – Focus Taiwan: ‘The Lithuanian group is now the fourth international partner of the Taiwan Excellence Drone International Business Opportunities Alliance (TEDIBOA)’ 🇱🇹
Foreign Minister Lin Chia-lung 林佳龍 announces direct flights between Taiwan and Poland – Focus Taiwan: ‘Also on Friday, Taiwan donated over 2,600 laptops and power generation equipment to the Association of Ukrainian Cities during a ceremony attended by Lin and Bohdan Andriiv, the mayor of Uzhhorod, a city in Ukraine.’ 🇵🇱🇺🇦
‘I witnessed the signing of a “Taiwan-Ukraine 5G Smart City” agreement in #Poland🇵🇱. We’ll help Bucha City set up a 5G network to improve urban management & security. This connection will strengthen ties between #Taiwan🇹🇼, #Ukraine🇺🇦 and other democracies.’ – 林佳龍 Lin Chia-lung, Twitter 🇺🇦
Taiwan heeft in 2022 en 2023 al met Boetsja samengewerkt aan de wederopbouw. In 2023 bezocht de burgemeester Taiwan.
Taiwan’s ex-President Tsai Ing-wen 蔡英文 (DPP) in Canada says US should prioritise assisting Ukraine – Focus Taiwan: ‘at the annual Halifax International Security Forum’ 🇺🇦🇺🇸🇨🇦
Taiwan’s former president says Ukraine needs US weapons more urgently than Taipei – POLITICO: ‘“A Ukrainian victory will serve as the most effective deterrent to future aggression” globally Tsai said.’ 🇺🇦🇺🇸🇨🇦
De huidige Taiwanese regering is altijd erg sceptisch geweest over claims van conservatieve Amerikanen dat Oekraïne moet worden gedeprioritiseerd, omdat Taiwan te belangrijk en de situatie te kritiek zou zijn. Tsai zegt hier terecht dat Taiwan meer tijd heeft. Taipei ziet ook groot geopolitiek en symbolisch belang in het standhouden van Kyiv.
Former Taiwan leader was due to visit UK for two days in October, leak shows – The Guardian: ‘letter reveals dates for visit that was planned by Tsai Ing-wen before Foreign Office intervened’ 🇬🇧
Handel 🚗⚡️
EU and China close to agreement over EV import tariffs, leading MEP Bernd Lange says – Reuters 🇪🇺
Import von Chinas E-Autos in EU: „Stehen kurz vor Lösung mit China, um Zölle abzuschaffen” – n-tv: „Dass Olaf Scholz bei den Zöllen auf chinesische E-Autos eine andere Bewertung hat, liegt daran, dass deutsche Hersteller in China einen Markt haben.” 🇪🇺
Is de vraag of dit klopt. Want:
Sharp EU-China differences over trade and Ukraine war leave little room to mend frayed ties – SCMP: ‘In Brussels, […], officials believe they are a million miles from a detente’ 🇪🇺
China widens EU dairy probe to more subsidy programmes – Reuters: ‘to cover additional EU subsidy programmes as well as those in Denmark, France, Italy and the Netherlands.’ 🇪🇺
Chinese EV makers face ‘do-or-die moment’ as competitive screws tighten – SCMP: ‘By the end of 2023, EV assemblers in mainland China were capable of producing 17 million electric cars annually, and the overall factory utilisation rate stood at 54 per cent, according to Goldman Sachs. The US bank predicted that additional capacity of 3.2 million units would be added this year’
Germany’s largest power producer RWE wouldn’t buy wind turbines manufactured in China because of concerns about the fragility of supply chains for the crucial component – Bloomberg: ‘“[…] because it has lead times of five years,” the utility’s CEO Markus Krebber said at a conference on Friday. “What can all happen in five years?”’ 🇩🇪
Tesla’s path in China clears as Musk courts both Trump and Xi – The Guardian: ‘Musk is vocal about his support for the country — and its government — that many in Washington see as the US’s biggest threat.’ 🇺🇸
Tech War 💽💥
US Chamber of Commerce sees new Biden export crackdown on China as soon as next week, email says – Reuters: ‘The new regulations could add up to 200 Chinese chip companies to a trade restriction list that bars most U.S. suppliers from shipping goods to the targeted firms’ 🇺🇸
TSMC 台積電 to push US to no. 2 in IC production in 2027 – Taipei Times: ‘TrendForce estimates the US would account for a 21 percent share in the global advanced integrated circuit (IC) production market by 2027, sharply up from the current 9 percent’ 🇺🇸
Northvolt wankelt en daarmee dreigen Europa’s batterijambities ook om te vallen – NRC 🇪🇺
Why the EU is failing to capitalise on African critical minerals as China marches on – SCMP 🇪🇺
China plans ‘mind-boggling’ geoscience survey to hunt for natural resources – SCMP
China hits jackpot with discovery of ‘massive’ gold reserves in Hunan – SCMP
China rüstet mit amerikanischer KI auf – FAZ 🇺🇸
China plans to have national data infrastructure in place by 2029 – SCMP
Three Taiwanese indicted for China-related illegal tech recruitment – Taipei Times 🇨🇳
South Korea replaced Japan as Taiwan’s biggest trade deficit partner – Taipei Times: ‘with Seoul the main supplier of electronic components to Taipei’s artificial intelligence (AI) developers’ 🇰🇷🇯🇵
Kantelpunt 🌏⏱️
Top US official Kurt Campbell says China-Russia partnership is growing and threatens Washington’s interests – SCMP: ‘“I do believe we’re destined for strategic competition, and recognise with the clear eyed sense that, for over a decade, China has believed that the United States is in hurtling decline, and they are determined to try to take steps to replace many elements of American power.”’ 🇺🇸
Indian international students in the US outnumber Chinese for the first time in 15 years – CNN 🇺🇸
Overige
China buitenland en defensie
Alle ogen op China: gaat de grootste uitstoter ter wereld klimaatgeld betalen? – NU.nl
Analyse: Uitkomst klimaattop Bakoe drijft rijke en arme landen verder uiteen – FD
China’s hacking reached deep into US telecoms – The New York Times: ‘only in the past week had it become clear that “every major provider has been broken into.”’ 🇺🇸
Suspected China-linked hack on US telecoms worst in nation’s history, senator says – Reuters: ‘“This is an ongoing effort by China to infiltrate telecom systems around the world, to exfiltrate huge amounts of data,” Mark Warner told the Washington Post.’ 🇺🇸
Microsoft urges Donald Trump to ‘push harder’ against Russia and China hacks – FT 🇺🇸
Chinese hackers preparing for conflict, US cyber official says – Reuters 🇺🇸
US bars more food and metal imports over China’s alleged forced labour involving Uyghurs – Reuters 🇺🇸
Trump picks pro-tariff billionaire Scott Bessent for Treasury secretary – Nikkei Asia 🇺🇸
Texas governor orders state agencies to sell China assets – Reuters 🇺🇸
Houston FBI office warns of China’s efforts to harass dissidents in Texas – Federal Newswire 🇺🇸
China says it will remove buoy it set up in Japan’s EEZ near Senkaku/Diaoyutai Islands – Kyodo News: ‘China's motive for uninstalling the object is apparently to address the mounting number of diplomatic issues it has with Japan so that it can focus on its relationship with the United States’ 🇯🇵
Japan foreign minister Iwaya Takeshi 岩屋 毅 planning China visit in late December – Kyodo News: ‘are also considering holding a ministerial-level human and cultural exchange dialogue during the visit’ 🇯🇵
China’s Xí Jìnpíng 习近平 stops in Morocco, meets with crown prince – Reuters 🇲🇦
Book of Xí Jìnpíng 习近平’s discourses on law-based governance of military published – Xinhua
China economie
Corporate China seeks dollars as trade tensions rise – Reuters: ‘Some exporters are already making their own attempts to cut out currency risks by quoting prices in yuan or taking positions in two-way trade flows.’
Chinese premier Lǐ Qiáng 李强 chairs State Council executive meeting – Xinhua: ‘to study and promote the healthy development of the platform economy.’
In Depth: Overcapacity poses only distant threat to China’s shipbuilding boom – Caixin Global
Speculation mounts over revival of Ant Group 蚂蚁集团’s IPO – Caixin Global
Citigroup CEO Fraser meets Chinese vice-premier, Shanghai mayor as Beijing touts reforms – SCMP
China binnenland
China’s top judge Zhāng Jūn 张军 promises swift justice after recent mass killings that shocked nation – SCMP: ‘But he said courts should consider lighter punishments for minor social crimes or incidents triggered by social conflict’
China’s local governments step up public safety measures after attacks – Reuters
Foreign spies may be using deepfakes to target China and its people, state security ministry warns – SCMP: ‘“Avoid inputting state secrets, trade secrets, or personal sensitive information into related software, and refrain from sharing classified content online”’
China confronts false accusations that plague Communist Party’s anti-corruption crusade – SCMP
China’s private sector law needs to punish unjust law enforcement, ex-official says – SCMP
China is a long way from reaching this year’s space launch target – SCMP: ‘The country’s space authorities had set a target of 100 launches this year but only 56 of those had been completed by mid-November’
China’s regulator sets deadline for Big Tech to clear algorithm issues and close ‘echo chambers’ – SCMP
The Chinese government has started a special program to crack down various unfair and non-compliant practices on the internet to safeguard the interests of netizens and companies, according to a statement from the Cyberspace Administration of China on Sunday – Bloomberg
Taiwan buitenland en defensie
Official mum on possible US transit during President Lai Ching-te 賴清德 (DPP)’s South Pacific trip – Focus Taiwan: ‘Plans for the president’s transit during the trip from Nov. 30 to Dec. 6 to the Marshall Islands, Tuvalu and Palau “are still being finalized,”’ 🇺🇸
Discriminatory treatment rumours untrue, source says – Taipei Times 🇺🇸
Japan and US to form missile plan in case of Taiwan emergency, Kyodo says – Reuters: ‘Under the plan expected to be complied next month, the U.S. would deploy missile units to the Nansei Islands of Japan’s southwestern Kagoshima and Okinawa prefectures, and to the Philippines, the report said, citing unnamed U.S. and Japanese sources.’ 🇺🇸🇯🇵
Dit hoeft niet per se direct te gaan over ingrijpen ten faveure van Taiwan, maar gaat waarschijnlijk over het opvoeren van de verdediging tegen mogelijke escalaties op zo’n kwetsbaar moment.
Put arms in trade balance, KMT lawmaker Chen Yeong-kang 陳永康 says – Taipei Times: ‘Weapon sales are not usually counted in the trade imbalance, but Taiwan should consider all options to discourage US tariffs, a KMT lawmaker said’ 🇺🇸
Opinion: China is laying the legal groundwork to seize Taiwan – Peter A. Dutton and Bonnie S. Glaser for The Hill: ‘By encircling the island with its law enforcement patrols and publicizing those patrols from the Ministry of National Defense, China essentially announced to the world that its campaign to control the island of Taiwan has moved to a new and more dangerous phase.’
Ex-President Tsai Ing-wen 蔡英文 (DPP) urges Taiwan compatriots in Canada to help CPTPP bid – Focus Taiwan 🇨🇦
Taiwan binnenland en economie
Premier accepts labour minister Ho Pei-shan 何佩珊 (DPP)’s resignation over bullying suicide – Focus Taiwan
DPP legislator Hung Sun-han 洪申翰 named labour minister after bullying-suicide controversy – Focus Taiwan
Taiwan’s Chung Hua University to merge into National Tsing Hua University – Taipei Times: ‘The university agreed to donate its campus and assets to NTHU’
Foreign ministry censured over mishandling of Taiwanese diplomat’s death in Brazil – Focus Taiwan
Bo family holds wedding banquet in Hsinchu County – Taipei Times: ‘Bo Guagua married the granddaughter of Luodong Poh-Ai Hospital founder Hsu Wen-cheng’ ‘one of the sons of former prominent Chinese Communist Party (CCP) figure Bo Xilai’
Taiwan wins first gold in world-class national team level baseball – Focus Taiwan