Tencent Shares Decline After US Adds Company to Chinese Military Blacklist
腾讯股价下跌,因美国将公司列入中国军事黑名单
- Firms on Chinese military list face reputational damage
中国军事名单上的公司面临声誉损害 - Tencent says its inclusion on the list was ‘clearly a mistake’
腾讯表示其被列入名单“显然是一个错误”
The US has blacklisted Tencent Holdings Ltd. and Contemporary Amperex Technology Co. Ltd. for alleged links to the Chinese military, targeting the world’s biggest gaming publisher and top electric-vehicle battery maker in a surprise move weeks before Donald Trump takes office.
美国已将腾讯控股有限公司和宁德时代新能源科技股份有限公司列入黑名单,因其与中国军方的 alleged links,针对全球最大的游戏出版商和顶级电动车电池制造商,此举在唐纳德·特朗普即将就职的几周前出人意料。
CATL, a major supplier to Tesla Inc., joined Tencent on a Federal Register of entities deemed to have ties with the People’s Liberation Army. Both companies protested their inclusion as a mistake, saying they have no ties with the military. But shares in Tencent fell almost 8% in New York, their most since October. Prosus NV, which owns about a quarter of the WeChat operator, fell 6.8% in US trading.
宁德时代,特斯拉公司的主要供应商,加入了腾讯的联邦登记册,该登记册列出了被认为与人民解放军有联系的实体。两家公司抗议他们的列入是个错误,表示与军方没有联系。但腾讯的股价在纽约下跌了近 8%,是自十月以来的最大跌幅。持有微信运营商约四分之一股份的 Prosus NV 在美国交易中下跌了 6.8%。
The blacklisting threatens to further escalate tensions between the world’s two largest economies. While the Pentagon’s blacklist carries no specific sanctions, it discourages US firms from dealing with its members. CATL supplies not just Tesla but also many of the world’s biggest automakers, from Stellantis NV to Volkswagen AG. Its inclusion threatens to disrupt that ecosystem just as Washington and Brussels are sounding the alarm about China’s growing dominance in a key industrial sector.
黑名单的设定威胁进一步升级世界两大经济体之间的紧张关系。虽然五角大楼的黑名单没有具体制裁,但它会使美国公司不愿与其成员进行交易。CATL 不仅为特斯拉提供供应,还为世界上许多最大的汽车制造商提供服务,从 Stellantis NV 到大众汽车 AG。其被列入黑名单的可能性威胁到这一生态系统,正值华盛顿和布鲁塞尔对中国在关键工业领域日益增长的主导地位发出警报之际。
Tencent, China’s most valuable company, has big investments in or deep ties to developers from Fortnite studio Epic Games Inc. to Activision Blizzard Inc. The company founded by billionaire Pony Ma is considered one of the pioneers of the internet and private sector in China, creating a so-called everything app that Elon Musk has held up as a model for X. During the first Trump administration, the US government sought to ban WeChat — a messaging service that’s evolved into a payment, social media and online services platform — on grounds that it jeopardized national security.
腾讯,中国最有价值的公司,拥有对从《堡垒之夜》工作室 Epic Games Inc.到动视暴雪 Inc.的开发者的大量投资或深厚联系。这家由亿万富翁马化腾创立的公司被认为是中国互联网和私营部门的先驱之一,创造了一款被埃隆·马斯克视为 X 的模型的所谓“全能应用”。在特朗普政府的第一任期内,美国政府试图禁止微信——一个已经发展成为支付、社交媒体和在线服务平台的消息服务——理由是它危害了国家安全。
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The Pengtaon’s blacklist is designed to surface companies that are either controlled by China’s military or serve to further the so-called civil-military complex, or the fusion of PLA and business interests to bolster the nation’s defense industrial base.
彭塔翁的黑名单旨在揭示那些受到中国军方控制的公司,或进一步推动所谓的军民融合,或解放军与商业利益的融合,以增强国家的国防工业基础。
It’s unclear whether either company deals regularly with the PLA. Beyond direct ties to the government, US officials have pointed to laws that require Chinese companies to share information with Beijing on matters deemed relevant to national security.
目前尚不清楚这两家公司是否定期与解放军打交道。除了与政府的直接联系外,美国官员还指出了一些法律,要求中国公司就被认为与国家安全相关的事项向北京分享信息。
In August, lawmaker Marco Rubio — nominated to become US secretary of state in the Trump administration — asked the Pentagon to target CATL because of its potential to become a vital supplier to the PLA.
在八月,立法者马尔科·鲁比奥——被提名为特朗普政府的美国国务卿——要求五角大楼针对 CATL,因为它有可能成为解放军的重要供应商。
CATL also said it was “a mistake” to include its name on the Defense Department list. The company said in a statement that it’s not engaged in military-related activities, was privately founded and became a publicly listed company in 2018.
宁德时代还表示,将其名称列入国防部名单是“一个错误”。该公司在一份声明中表示,它并未参与与军事相关的活动,成立于私营部门,并于 2018 年成为上市公司。
‘No Impact’ ‘无影响’
“We are not a military company or supplier,” a Tencent spokesperson said. “Unlike sanctions or export controls, this listing has no impact on our business. We will nonetheless work with the Department of Defense to address any misunderstanding.”
“我们不是一家军事公司或供应商,”腾讯发言人表示。“与制裁或出口管制不同,这一上市对我们的业务没有影响。尽管如此,我们仍将与国防部合作,以解决任何误解。”
Some Chinese firms have successfully fought to be removed from the US list. In 2021, the smartphone giant Xiaomi Corp. managed to reach an agreement with the US government that set aside its designation as a Chinese military company. Last year, Advanced Micro-Fabrication Equipment Inc. was removed, doing away with a label the firm had described as an “irrational” designation.
一些中国公司成功争取从美国名单中移除。2021 年,智能手机巨头小米公司与美国政府达成协议,取消了其作为中国军工公司的 designation。去年,先进微制造设备公司被移除,摆脱了该公司所称的“非理性” designation。
The move against Tencent follows a difficult few years for Chinese tech companies, which first weathered a blistering Beijing-led crackdown on the internet before grappling with a severe domestic economic downturn. The social media and entertainment leader has, however, fared better than rivals — in part because of its lineup of games and growth in its fintech division. Its Hong Kong-listed stock gained more than 42% last year.
对腾讯的打击是在中国科技公司经历了几年的艰难之后进行的,这些公司首先经历了北京主导的对互联网的严厉打击,随后又面临严重的国内经济下滑。然而,这家社交媒体和娱乐领头羊的表现优于竞争对手,部分原因是其游戏阵容和金融科技部门的增长。其在香港上市的股票去年上涨超过 42%。
The Chinese military company list stems from an order signed by Trump in late 2020 that barred American investment in Chinese firms owned or controlled by the military. It was part of a broader effort to rein in what the US had described as Beijing’s abusive business practices.
中国军工公司名单源于特朗普在 2020 年底签署的一项命令,该命令禁止美国对由军方拥有或控制的中国公司的投资。这是美国为遏制其所描述的北京滥用商业行为而采取的更广泛努力的一部分。
The Defense Department noted in the Federal Register filing that companies included on the list are entitled to request reconsideration.
国防部在联邦公报的备案中指出,名单上的公司有权请求重新考虑。
In the same statement, the department removed several firms from the list, including AI firm Beijing Megvii Technology Co., China Marine Information Electronics Co., China Railway Construction Corp., China State Construction Group Co., China Telecommunications Corp. and ShenZhen Consys Science & Technology Co.
在同一声明中,该部门从名单中移除了几家公司,包括人工智能公司北京旷视科技有限公司、中国海洋信息电子股份有限公司、中国铁路建设股份有限公司、中国建筑集团有限公司、中国电信股份有限公司和深圳康斯科技有限公司。
— With assistance from Yiqin Shen, Edwin Chan, Andrew Pollack, and Nick Turner
— 在 Yiqin Shen、Edwin Chan、Andrew Pollack 和 Nick Turner 的协助下