【英文】中国欧盟商会报告：脱钩：全球化何去何从（101页）

Access to certain critical inputs is already a major concern for anyone with operations or even just supply chains  in China. While most of the discussion about the ‘tech war’ has been limited to critical inputs like semiconductors,  the effects of the conflict are actually far more pervasive. In order to calculate decoupling risks, companies  need to urgently audit their own operations, as well as the operations of those up- and downstream of them, to  identify critical bottlenecks that could be potentially targeted by either the US or China for strategic purposes.  Digital decoupling is also having a sharp impact on companies, with telecommunications and network equipment  manufacturers feeling increasingly squeezed out of the market. Most worryingly, information and communication  technology (ICT) companies, and a growing number of firms across all industries, are unable to integrate their  digital solutions in China, in large part due to market access barriers to the provision of both basic and value-added  telecommunications services.  

The present and future tech quagmire: preventing digital dilemmas, tech autarky and a weaponisation of  interdependence Taken in isolation, decoupling dynamics within each layer are causing at least some suffering to European companies,  but when these layers intersect the pain becomes excruciating.  The picture painted by European Chamber members of the growing divergence in technology ecosystems can best  be described as a quagmire. High-tech commercial flows are being ‘securitised’ at a growing pace. Direct market  access barriers, like negative lists and national security measures, are increasingly joined by indirect ones, like  national standards or licensing requirements, to prevent developing technology ecosystems in the US and China from  overlapping.