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Market Impact: 0.55

Automakers urge Congress to permanently ban Chinese connected vehicles in U.S.

Source: CNBC

Regulation & LegislationGeopolitics & WarTrade Policy & Supply Chain

Major U.S. automakers are urging Congress to ban the sale, import, and manufacturing of Chinese connected vehicles, including related hardware and software. The proposal signals heightened regulatory and security scrutiny that could disrupt auto supply chains and product availability tied to China-linked connectivity. Market impact is likely most pronounced for automakers’ connected-vehicle strategies and any firms exposed to imports from China.

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