丁道师:评:印度软件禁令不会影响中国科技企业发展!
2020-07-08名家专栏
印度禁用59款中国APP,进一步推高其经济民族主义浪潮,有外媒表示这一动作将威胁到中国作为全球科技强国的崛起。
首先这些中国企业的主要业务依然在中国,国内市场是其主要盈利来源。其次印度和中国的发展依然存在不小的差距,两国之间的博弈无法和中美博弈相提并论,靠在发展程度较低的印度市场封杀中国APP来打压中国科技发展实在无法站住脚。
赶超中国,大概是“印度梦”的重要目标。这几年,印度从官方到民间,从经济到科技,多个方面,多个层面都在试图赶超中国。然而,就科技互联网行业来说,印度自身虽然拥有类似班加罗尔这样的科技中心,但本土的产品不够争气,截止目前中国的互联网产品,占据了印度市场的半壁江山。中国的互联网产品,已经深入到印度人民生活、工作的方方面面,为印度社会的发展做出了巨大的贡献。禁用中国的APP,印度的用户将承受直接的损失。
同时,印度市场与其他市场的关联度不强,印度的举动不会引发任何连锁反应,因为这不符合其他国家和地区的利益,特别是在疫情肆虐全球的情况下。事实上,东南亚国家和地区对中国的投资表现出了积极和欢迎的态度。
除了存在中国APP和印度本国企业存在竞争关系的因素外,印度此举更多是做给美国看。美国这一世界第一大经济体,近年来竭尽全力的阻挠中国的科技发展,从禁止相关产品出口,到打压华为中兴等企业,再到威逼利诱其它国家共同对抗中国5G发展。然而科技向前发展依然是世界的主旋律,不会被个别势力的单边主义扼杀。
虽然近年来中国高科技企业在世界范围内取得了长足的发展,但也面临着越来越多的挑战。对它们来说,保持核心技术和增强全球竞争力才是关键。
附录:以下是登载于《环球时报·英文版》的原版内容
India recently banned 59 Chinese apps, further pushing its economic nationalism. Western media reports said that the move may obstruct China's high-tech development, which is quite far-fetched and absurd. The measure won't cast a shadow on the Chinese high-tech sector, nor bring any serious damage to Chinese firms on the list.
For starters, the Chinese firms maintain most of their business in China, one of the largest consumption markets in the world, where their profits mainly come from. To crack down on Chinese high-tech development by banning its apps in an underdeveloped Indian market does not hold water at all.
Surpassing China has been a desirable target for India in recent years. Taking technology and the internet industry as an example, the country has established tech hubs like Bangalore, but it has not fostered competitive domestic products, and Chinese internet products have gained nearly half of the market. Meanwhile, Chinese products have seen wide usage among Indian customers and contributed to the development of the country's society. Indian customers will bear direct losses after the ban.
Meanwhile, the Indian market does not have strong relevancy with other markets, and will not trigger any chain effects since irrationally blocking foreign investment is not in accordance with the national interest of other countries and regions, especially when the pandemic continues ripping across the world. In fact, Southeast Asian countries have shown an active and welcome attitude toward Chinese investment.
In addition to protectionism, the ban was more of a gesture to show its loyalty to the US. The world's largest economy has made all-out efforts to suppress China's development, from restricting exports of certain high-tech products to cracking down on Chinese firms and forcing other countries to stand against 5G cooperation with China. However, with rounds of lobbying and threats, the US has failed to set up a united front to crush Huawei and other Chinese firms. The development path of technology is a main theme for the world and will not be strangled by certain forces' unilateralism.
Although Chinese high-tech firms have made great progress in developing across the world, they are still facing challenges. It is critical for them to keep developing their core technologies and strengthening competitiveness worldwide.
The author is a Beijing-based veteran tech industry observer.
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