华盛顿一直在加紧努力遏制北京'的技术野心,，但从人工智能到电动汽车电池,，中国技术正越来越多地融入到一些世界'最大公司的业务中。
Washington has been stepping up efforts to curb Beijing的 technological ambitions, but from artificial intelligence to electric vehicle batteries, Chinese technology is becoming increasingly embedded in the businesses of some of the world的 biggest companies.
Apple has tapped Alibaba and Baidu for AI in China, while Ford has turned to CATL for battery technology.大众汽车已与小鹏汽车合作在中国开发智能电动汽车,，而斯特兰蒂斯正在扩大与零跑汽车在电动汽车生产和联合采购方面的合作伙伴关系。
Apple has tapped Alibaba and Baidu for AI in China, while Ford has turned to CATL for battery technology. Volkswagen has teamed up with Xpeng to develop smart EVs in China, while Stellantis is expanding its partnership with Leapmotor on EV production and joint purchasing.
分析师表示，一场广泛的转变正在发生,，中国企业正在成为全球企业无法轻易回避的技术和创新源泉。
Analysts say a broad shift is underway, with Chinese companies becoming sources of technology and innovation that global businesses cannot easily sidestep.
"五年前, 中国是跨国公司的主要销售地。 Today, in certain sectors, it is where they go to source capability," Kitty Fok, managing director at market research firm IDC China, told CNBC.
"Five years ago, China was primarily where global companies went to sell. Today, in certain sectors, it is where they go to source capability," Kitty Fok, managing director at market research firm IDC China, told CNBC.
尽管华盛顿加大了限制中国技术的力度，但这一进展仍在发生。
That development comes even as Washington has expanded efforts to restrain Chinese technology.
自 2019 年将华为列入黑名单, 以来，它对先进芯片和芯片制造设备, 实施了全面限制，限制美国对中国半导体, 量子技术和人工智能, 的某些投资，并禁止包括合约芯片制造商中芯国际, 或中芯国际在内的公司。
Since blacklisting Huawei in 2019, it has imposed sweeping curbs on advanced chips and chipmaking equipment, restricting certain U.S. investments in Chinese semiconductors, quantum technology and AI, and proscribing firms including contract chipmaker Semiconductor Manufacturing International Corporation, or SMIC.
From market to technology source
中国在越来越多的科技行业中建立了强大的地位。
China has built formidable positions across a growing number of technology industries.
Automakers including BYD, Changan and Chery accounted for nearly 63% of the global electric vehicle market in 2025, while battery makers including CATL, BYD, CALB and Gotion held close to 70%, according to Soumen Mandal, principal analyst at Counterpoint Research.
Mandal pointed to cost, scale, manufacturing depth, supply-chain integration and the speed of innovation as powerful reasons for global companies to continue engaging with Chinese firms.
"China的 technological rise is shifting from low-cost manufacturing to scale, supply-chain depth, and speed of innovation," Mandal said, adding that global companies are maintaining a balance between geopolitical risk and commercial realities.
这种转变在电动汽车电池领域尤其先进。
That shift is particularly advanced in electric vehicle batteries.
CATL已深度融入全球汽车行业。以福特,为例,正在与CATL合作，在密歇根州一座价值2435亿美元的电池工厂使用其磷酸铁锂电池技术。
CATL has become deeply integrated into the global automotive industry. Ford, for example, is working with CATL to use its lithium-iron phosphate battery technology at a $3.5 billion battery plant in Michigan.
Fok said the integration of Chinese EV battery technology into global supply chains can be difficult to unwind.
"在电动汽车电池,中，结构转变已经完成,"她说。 "更换供应商不是您在一个季度内做出的采购决定。这需要多年的工程,测试,和重新认证。"
"In EV batteries, the structural shift is already complete," she said. "Switching suppliers is not a procurement decision you make in a quarter. It takes years of engineering, testing, and recertification."
然而，对于一些公司, 来说，与中国科技公司合作的, 仍然主要是为了在中国内部竞争。
For some companies, however, working with Chinese technology firms remains primarily about competing inside China.
Fok 表示，由于外国供应商受到限制，需要人工智能服务或云基础设施来开展中国业务的跨国公司必须与当地供应商合作。,。
Multinational companies that need AI services or cloud infrastructure for their China operations have to work with local providers because of restrictions on foreign providers, according to Fok.
"在中国国内,，很多都不是'的选择,"她说,指的是苹果'与阿里巴巴和百度的合作。
"Inside China, a lot of this isn't a choice," she said, pointing to Apple的 work with Alibaba and Baidu.
Omdia, 首席分析师 Lian Jye Su, 表示，进入中国市场仍然是许多此类合作, 的主要驱动力，特别是随着全球汽车制造商越来越多地向中国供应商寻求软件, AI 和其他系统在中国销售。
Lian Jye Su, chief analyst at Omdia, said access to the Chinese market remains the primary driver for many such partnerships, particularly as global automakers increasingly turn to Chinese vendors for software, AI and other systems to sell in China.
But that is not the only driver.苏表示，"缓慢但持久的结构性转变"正在电池,电动汽车,能源存储和应用人工智能等领域的供应链和创新流程中发生。
But that is not the only driver. Su said a "slow yet persistent structural shift" was taking place in supply chains and innovation flows in areas including batteries, electric vehicles, energy storage and applied AI.
人工智能可能是下一个前沿领域
AI could be the next frontier
这一趋势也开始在人工智能,领域显现，越来越有能力的中国模式正在挑战公司转向中国技术主要是因为它更便宜的想法。
The trend is also beginning to play out in artificial intelligence, where increasingly capable Chinese models are challenging the idea that companies turn to Chinese technology mainly because it is cheaper.
IDC 今年早些时候对欧洲公司的一项调查发现，安全性和合规性要求以及卓越的性能, 而不是成本, 是广泛采用中国人工智能模型的两大原因。
An IDC survey of European companies earlier this year found security and compliance requirements and superior performance, not costs, were the top two reasons for extensive adoption of Chinese AI models.
"So the popular narrative that Western companies are rushing to Chinese AI because it的 cheap gets this backwards," Fok said. "The decision is performance-led and compliance-gated."
与美国的 Anthropic 和 OpenAI, 不同，阿里巴巴和 DeepSeek 等中国公司专注于开源模型,，使全球开发者更容易使用这些模型。
Unlike U.S.-based Anthropic and OpenAI, Chinese firms including Alibaba and DeepSeek have focused on open-source models, making them more accessible to developers globally.
The Chinese AI advance comes even as U.S. restrictions have constrained Beijing in areas such as cutting-edge semiconductors, according to Su, while also accelerating domestic innovation.
"The key impact of the U.S. restriction is that it has become a catalyst for Chinese domestic innovation and efficiency," Su said, adding that Chinese vendors remain competitive in AI, batteries and automotive software.
班次限制
Limits to the shift
地缘政治因素继续影响着中国技术的采用方式和地点。
Geopolitical considerations continue to shape how and where Chinese technology is adopted.
Su expects the resistance to Chinese technology to be strongest in areas including advanced semiconductors, services linked to cybersecurity, defense, and national security.
, 分析师表示，中国的技术采用情况将因行业而异，而不是直接抵制或拥抱技术。
Rather than a straightforward technological boycott or embrace, analysts say Chinese technology adoption will vary by sector.
Counterpoint的 Mandal 预计中国技术的采用将在全球范围内扩展，包括电动汽车, 电池, 消费电子产品, 机器人, 无人机以及人工智能和半导体, 的选定领域，从而形成他所说的"一个更加分散但务实的全球技术生态系统。"
Counterpoint的 Mandal expects Chinese technology adoption to expand globally across areas including EVs, batteries, consumer electronics, robotics, drones and selected areas of AI and semiconductors, leading to what he described as "a more fragmented but pragmatic global technology ecosystem."
Fok said the shift is already structural in batteries and electronics manufacturing, while AI is in transition and automotive software remains at an early stage.
News Tips
收到机密新闻提示? 我们希望收到您的来信。
CNBC 时事通讯
CNBC Newsletters
注册免费时事通讯，将更多 CNBC 新闻发送到您的收件箱
将此信息发送到您的收件箱,，并获取有关我们产品和服务的更多信息。
与我们一起做广告
Advertise With Us
© 2026 Versant Media, LLC。版权所有。 Versant 媒体公司。
数据为实时快照 *数据至少有15分钟延迟。全球商业和金融新闻, 股票行情, 以及市场数据和分析。