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\n\t\t\u2022 Commerciales.<\/strong> Il s’agit d’\u00e9changer la lev\u00e9e de sanctions visant ZTE contre l’abandon des menaces chinoises sur les exportations de produits agricoles et la promesse de la Chine d’accro\u00eetre ses achats de produits am\u00e9ricains de 200 milliards de dollars alors que le d\u00e9ficit est de 370 milliards. Cet accord pourrait \u00eatre une mani\u00e8re de sortir sans perdre la face de ces n\u00e9gociations mal parties. Ce compromis, qui abandonnerait les demandes sur les questions de technologie, est pourtant critiqu\u00e9 par une partie de l’administration am\u00e9ricain, divis\u00e9e sur le sujet. En outre, il est peu probable que les producteurs am\u00e9ricains puissent r\u00e9pondre \u00e0 un tel accroissement de la demande chinoise – qui s’op\u00e8rerait au d\u00e9triment d’autres pays dans le monde.\t<\/div>\n<\/div>\n\n
\n\t
\n\t\t\u2022 Financi\u00e8res.<\/strong> Les sanctions contre ZTE ont \u00e9t\u00e9 mal accueillies par Wall Street. Et pour cause, la banque d’affaires JPMorgan et le fonds d’investissement BlackRock sont respectivement le second et troisi\u00e8me d\u00e9tenteur d’actions de la firme chinoise sur la bourse de Hong Kong, qui a suspendu la cotation du titre depuis la mi-avril.\t<\/div>\n<\/div>\n\n
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\n\t\t\u2022 Politiques.<\/strong> Co\u00efncidence, un jour apr\u00e8s le tweet pr\u00e9sidentiel, une banque chinoise a annonc\u00e9 qu’elle accordait un pr\u00eat \u00e0 une soci\u00e9t\u00e9 indon\u00e9sienne (MNC) qui collabore avec la Trump Organization<\/a> depuis 2015 dans un projet immobilier (MNC Lido Park). En 2016, MNC a sign\u00e9 une lettre d’intention avec l’entreprise chinoise MCC pour construire un parc \u00e0 th\u00e8me dans le Lido Park qui \u00e9voque un pr\u00eat de 500 millions de dollars. La n\u00e9gociation ente MNC et MCC a \u00e9t\u00e9 finalis\u00e9e, elle aussi, un jour apr\u00e8s le tweet de Trump. Lorsqu’il a \u00e9t\u00e9 \u00e9lu, le magnat de l’immobilier avait d\u00e9clar\u00e9 que son groupe ne s’engagerait pas dans de nouveaux projets. Or si son entreprise ne profite pas directement de ce pr\u00eat, le soutien chinois \u00e0 ce parc \u00e0 th\u00e8me (inclus dans la Belt and Road Initiative<\/em>, les \u00ab\u00a0Nouvelles Routes de la Soie\u00a0\u00bb) est une bonne nouvelle. Les D\u00e9mocrates am\u00e9ricains peuvent ainsi d\u00e9noncer une nouvelle collusion d’int\u00e9r\u00eat<\/a> qui s’ajoute \u00e0 un dossier d\u00e9j\u00e0 bien rempli !\t<\/div>\n<\/div>\n\n
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\n\t\t\u2022 Diplomatiques.<\/strong> Le pr\u00e9sident pourrait avoir donn\u00e9 des gages aux Chinois pour gagner leurs faveurs avant la rencontre avec Kim Jong-un \u2013 devenue plus incertaine depuis quelques jours<\/a>. En se m\u00ealant \u00e0 une d\u00e9cision administrative, la Maison Blanche cr\u00e9e un pr\u00e9c\u00e9dent qui rend assez incoh\u00e9rente la diplomatie am\u00e9ricaine. D\u00e9but mai, son ambassadeur en Allemagne mena\u00e7ait les entreprises germaniques tent\u00e9es de faire des affaires en Iran (\u00ab\u00a0We are going to slam y’a\u00a0\u00bb).<\/em> Deux semaines plus tard, Donald Trump absout ZTE qui a pourtant vendu des \u00e9quipements \u00e0 l’Iran et la Cor\u00e9e du Nord.\t<\/div>\n<\/div>\n\n
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\n\t\tCet \u00e9pisode r\u00e9v\u00e8le un climat de d\u00e9fiance r\u00e9ciproque. Il aura des cons\u00e9quences industrielles de long terme. En mettant \u00e0 jour la d\u00e9pendance technologique de la Chine, il exacerbe la d\u00e9termination de P\u00e9kin \u00e0 mettre les bouch\u00e9es doubles pour renforcer son secteur des semi-conducteurs. Le pays du milieu est le premier march\u00e9 mondial des puces \u00e9lectroniques. Domin\u00e9e par les filiales des plus grandes entreprises mondiales, sa production repr\u00e9sente un tiers de sa consommation<\/a>. Xi Jinping a fait appel au nationalisme en rappelant les privations endur\u00e9es par le peuple chinois pour d\u00e9velopper le programme nucl\u00e9aire pendant l’\u00e8re Mao. Quelques jours plus tard, Jack Ma, me PDG d’Alibaba, annon\u00e7ait la cr\u00e9ation d’une division Recherche et D\u00e9veloppement consacr\u00e9e aux puces destin\u00e9es \u00e0 l’intelligence artificielle. Ces ambitions justifieront la construction de nouvelles capacit\u00e9s qui risquent de provoquer une chute des prix de nombreux composants.\t<\/div>\n<\/div>\n\n
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Soutenez-nous !<\/h3>\n\t\t
Asialyst est con\u00e7u par une \u00e9quipe compos\u00e9e \u00e0 100 % de b\u00e9n\u00e9voles et gr\u00e2ce \u00e0 un r\u00e9seau de contributeurs en Asie ou ailleurs, journalistes, experts, universitaires, consultants ou anciens diplomates... Notre seul but : partager la connaissance de l'Asie au plus large public.<\/p>\n\t\t Faire un don<\/a>\n\t<\/div>\n<\/div>\n
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Tags de l'article<\/h5>\n\t\t
Asie du Nord-Est<\/a><\/li>
Chine<\/a><\/li>
Donald Trump<\/a><\/li>
Etats-Unis<\/a><\/li>
Guerre commerciale<\/a><\/li>
Regards<\/a><\/li>
ZTE<\/a><\/li><\/ul>
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A propos de l'auteur<\/h5>\n\t\t\t\t\t
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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\tJean-Rapha\u00ebl Chaponni\u00e8re\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t
\n\t\t\t\t\t\tJean-Rapha\u00ebl Chaponni\u00e8re est membre du groupe Asie21 (Futuribles)<\/a> et chercheur associ\u00e9 \u00e0 Asia Centre. Il a \u00e9t\u00e9 \u00e9conomiste \u00e0 l\u2019Agence Fran\u00e7aise de D\u00e9veloppement, conseiller \u00e9conomique aupr\u00e8s de l\u2019ambassade de France en Cor\u00e9e et en Turquie, et ing\u00e9nieur de recherche au CNRS pendant 25 ans. Il a publi\u00e9 avec Marc Lautier : \"Economie de l'Asie du Sud-Est, au carrefour de la mondialisation\"<\/a> (Br\u00e9al, 2018) et \"Les \u00e9conomies \u00e9mergentes d\u2019Asie, entre Etat et march\u00e9\" (Armand Colin, 270 pages, 2014).\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n
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On vous recommande<\/h5>\t\t\t
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$\"Alors$ <\/span>Economie<\/span>
TPP : les d\u00e9fis d'un retour des \u00c9tats-Unis (si Trump le confirme)<\/h4><\/span><\/a><\/li>
$\"Le$ <\/span>Economie<\/span>
L'Asie sans les \u00c9tats-Unis<\/h4><\/span><\/a><\/li>\t\t\t<\/ul>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n
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\n\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
Le 13 mai dernier, le pr\u00e9sident am\u00e9ricain a demand\u00e9 de revoir les sanctions contre l’entreprise chinoise ZTE. Jusque-l\u00e0, Washington l’accusait de menacer la s\u00e9curit\u00e9 nationale.<\/p>\n","protected":false},"author":16,"featured_media":39855,"comment_status":"open","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[23,22,890,177,1464,194,1463],"class_list":["post-39851","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economie","tag-asie-du-nord-est","tag-chine","tag-donald-trump","tag-etats-unis","tag-guerre-commerciale","tag-regards","tag-zte"],"yoast_head":"\nChine : comprendre la volte-face de Trump dans l'affaire ZTE - Asialyst<\/title>\n<meta name=\"description\" content=\"Le 13 mai dernier, le pr\u00e9sident am\u00e9ricain a demand\u00e9 de revoir les sanctions contre l'entreprise chinoise ZTE. 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A propos de l'auteur<\/h5>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t