侍战队真剑者
外国媒体：随着iPhone的衰退，苹果开始追随微软的脚步。_我的网站
A | A piece of cotton fabric, an AI supply-chain map, a "human rights" report and an electronics certification document appear to have little in common.
Behind them, however, are the US entities that have helped build and operate Washington's machinery of restrictions against China - tracing materials linked to Xinjiang region, mapping supply chains for enforcement, producing reports used to advance "forced labor" allegations, converting those allegations into corporate compliance pressure, and lobbying to exclude Chinese laboratories from the US market.
On August 5, China responded.
China's Ministry of Commerce announced the countermeasures against Applied DNA Sciences, Inc., Stratum Reservoir, LLC., Altana Technologies, Inc., Responsible Business Alliance, Verite Group, Inc. and Human Rights in China, the Xinhua News Agency reported.
These countermeasures, which took effect on Wednesday, were adopted in response to the US sanctions against Chinese companies under the pretext of "forced labor" in Northwest China's Xinjiang Uygur Autonomous Region, according to the ministry.
In a separate decision, Compliance Testing LLC was listed over its support for restrictive measures taken by the US Federal Communications Commission (FCC), according to Xinhua. Compliance Testing LLC assisted and supported the FCC in taking these measures, which endanger China's sovereignty, security and development interests.
Chinese organizations and individuals are prohibited from conducting relevant transactions or cooperation with these entities.
Public filings and company disclosures point to a more complicated picture: The seven US entities listed by China occupy different points along a chain extending from research and laboratory testing to AI-powered supply-chain mapping and compliance services, while some have changed their core business or retained operations linked to China.
Who are these entities, who pays them and what exactly have they done to Chinese companies? GT found more behind the names through an investigation into corporate filings, government contracts, funding records and public statements.
The path from the US government's Xinjiang-related allegations to enforcement actions runs through laboratory testing, supply-chain data and algorithmic screening. Three of the entities targeted by China's latest countermeasures have served as "hired guns" along that path.
Back to May 2024, Applied DNA Sciences and Stratum Reservoir drew international attention with a study of 822 cotton-containing products collected from major retailers and e-commerce platforms between February 2023 and March 2024. According to Reuters, 19 percent contained traces of cotton from Xinjiang region. Among the positive samples presented as having a single origin, 57 percent were labeled as containing only US cotton. The two companies declined to identify the retailers and brands involved.
But the test itself identifies a probable geographical origin: It does not examine recruitment, wages or conditions at a workplace. Those geographical findings acquire legal consequences through the US' prevention act on "forced labor" in Xinjiang, under which goods produced wholly or partly in Xinjiang face a rebuttable presumption.
According to an Applied DNA announcement republished by NASDAQ, the company received a subcontract from LRQA (Lloyd's Register Quality Assurance) in 2024 for an isotopic-testing pilot involving Pakistan's cotton sector. Under the subcontract, Applied DNA and its traceability partner Isotech, a Stratum Reservoir company, were to conduct isotopic testing and analysis. The pilot formed part of the US Department of Labor-funded Global Trace Protocol project, whose overall budget was $4 million.
By the time China announced its countermeasures, however, Applied DNA had undergone a striking corporate transformation. A May 2026 filing with the US Securities and Exchange Commission identifies the company as BNB Plus Corp, formerly Applied DNA Sciences, and describes it primarily as a digital-asset treasury company holding BNB cryptocurrency. The filing says it stopped providing textile isotopic-testing services during the previous fiscal year and was exiting its DNA tagging and security business.
The same filing recorded a net loss of $25.27 million for the six months ending March 31, 2026, as well as an accumulated deficit of $404.45 million.
Stratum Reservoir followed a different path into cotton traceability. The company was formerly the laboratory-services arm of oilfield-services group Weatherford. In 2019, Weatherford sold the business to an investor group led by CSL Capital for $206 million in cash, according to the Weatherford's website.
Stratum's own company profile still centers on reservoir characterization and laboratory analysis of rocks and fluids. Through Isotech, however, expertise developed for analyzing natural resources was extended to cotton-origin testing.
According to an Applied DNA announcement republished by NASDAQ, Applied DNA and Stratum Reservoir's Isotech division signed a memorandum of understanding in December 2021 to use isotopic analysis as a confirmatory test for determining cotton origin.
If Applied DNA and Stratum work from physical samples, Altana Technologies operates at the level of data networks.
In 2023, Altana announced that US Customs and Border Protection (CBP) had awarded it a multi-year contract to provide what the company called a "foundational map of the global supply chain." Its Atlas platform applies artificial intelligence to public, non-public and proprietary data.
According to Altana's announcement, thousands of Customs and Border Protection users would be able to conduct network analysis, screen value chains and compile evidence supporting enforcement actions.
That government relationship continued to expand. Records from the US government show that the US Department of Homeland Security (DHS) awarded Altana another contract in July 2026, with nearly $7.5 million obligated for a forced-labor tool and trade-compliance modules through June 2029.
Altana's personnel structure further reflects its focus on government enforcement. Its leadership page lists government affairs chief Scott Friedman as a former DHS assistant secretary for trade and economic security. Its advisory board includes a former CBP commissioner and several former customs, intelligence and national security officials.
Altana also markets compliance services to companies facing the same enforcement system. In joint promotional material, Altana and Kharon say CBP analysts use their platforms to enforce the US forced labor import ban framework, while businesses can screen shipments through the "exact lens" used by regulators - placing Altana on both the enforcement and corporate-compliance sides of the market.
Together, the three companies illustrate how a technical chain can acquire enforcement power: A laboratory assigns a probable origin to a physical sample; a data platform connects companies, products and shipments across borders; government agencies use those findings to prioritize investigations or support enforcement.
Roles in a false narrative chain
"Repeat a lie often enough and it becomes the truth" is a maxim of propaganda often attributed to Nazi propagandist Joseph Goebbels. In the US' fabrication of the false narrative of "forced labor" in Xinjiang region and its effort to construct a complete chain of policies aimed at suppressing China, certain actors have repeatedly spread lies that smear China through softer means such as agenda-setting, report manufacturing, industry standard-setting and rule-based lobbying.
Among the seven US entities countered by China's Ministry of Commerce this time, some have played precisely such a role.
"Human Rights in China (HRIC)" is likely one of the key actors directly supplying the "ammunition" in this chain. Based in New York and long active on Xinjiang-related accusations, the NGO has even funneled disinformation, acting as a lobbyist and relentlessly pushing for the passage of more restrictive anti-China legislation, the Global Times found.
For years, HRIC's website has published large volumes of disinformation and allegations of "human rights abuses" targeting Xinjiang region, including the content that was plainly fabricated. The organization has also long maintained close ties with certain parts of the US government. In an early transcript of a Joint House and Senate hearing from February 2002, the Global Times found there were extensive sections detailing HRIC's "recommendations" to the US government's "Congressional-Executive Commission on China," including, but not limited to, exploiting the human rights narrative to urge the US government to adopt restrictive regulations and rules targeting "China's WTO accession obligations" and the "Beijing Olympics 2008."
US labor-rights nonprofit Verite played the role of a fabricator of "evidence." This organization was once invited by the Switzerland-based Better Cotton Initiative (BCI) to join an investigation into whether "forced labor" was being used in cotton-related industries in the Xinjiang region. The budget for the project was $88,200, including $51,950 for Verite US headquarters and $18,250 for the Shenzhen Verite, a company affiliated to the organization, the Global Times learned.
However, there was no record in the Shenzhen Verite's financial reimbursement records of any employee going to Xinjiang to conduct a field survey on this BCI project. Worse still, employees from Shenzhen Verite told the Global Times that they did not go to Xinjiang for field surveys when putting together the draft report, but relied on online materials. They even referred to a report by the infamous anti-China "scholar" Adrian Zenz on "forced labor" in Xinjiang. Clearly, Verite's "investigation" was in fact a performance serving anti-China political purposes.
The next step in the fabrication chain of false narratives about China is to turn accusations into enforceable industry standards. The Responsible Business Alliance (RBA) has likely played a pivotal role in that process.
As a global coalition of major electronics companies, the RBA's Validated Assessment Program (VAP) and Responsible Labor Initiative (RLI) are widely regarded as gold-standard benchmarks for supplier screening by many multinational corporations. Yet on Xinjiang-related issues, RBA has allegedly issued supply-chain compliance guidance grounded in a predetermined position, indirectly aligning itself with US sanctions policy and pressuring many multinational firms to sever ties with China-linked industries.
Compliance Testing LLC took a more direct approach. In 2025, it called for Chinese laboratories to be banned from participating in US regulatory testing, arguing that the move would protect US' test labs and US engineer's jobs, the company's website showed. Its CEO, Michael Schafer, even declared on the website that "China is out."
The US Federal Communications Commission (FCC) recently took negative measures against China, including barring devices with components from Chinese firms, which severely infringed upon the legitimate rights and interests of Chinese enterprises.
"Compliance Testing LLC assisted and supported the FCC in taking these measures, which endanger China's sovereignty, security and development interests," Xinhua reported on August 5. Compliance Testing LLC is a driving force behind the anti-China measures issued by the FCC, state broadcaster CCTV News said on August 9.
US' deepening 'China anxiety'
There is no evidence showing that the seven entities operate as a unified organization, and their businesses and methods differ widely. What has connected them is not organizational affiliation but function: They occupy different points in a broader system that turns Xinjiang-related allegations into technical tests, supply-chain data, corporate compliance pressure and, eventually, government action.
Applied DNA and Stratum provide tools for tracing the origin of raw materials; Altana maps supply chains for regulators and businesses; HRIC and Verite produce and circulate reports and allegations; the RBA carries such claims into corporate compliance practices; and Compliance Testing has lobbied the US government to restrict Chinese laboratories. Their roles are distinct, but these functions can reinforce one another as allegations move from advocacy and research into commercial screening and regulatory enforcement.
Chinese economist Bai Ming told the Global Times that, viewed together, the pattern resembles what he described as a "package deal," with different actors providing mutually reinforcing elements for accusations and sanctions against China.
"The ever-lengthening US trade restriction lists actually reflect the US' deepening 'China anxiety,'" Xiang Ligang, director-general of the Zhongguancun Modern Information Consumer Application Industry Technology Alliance, told the Global Times.
Gao Lingyun, a research fellow at the Chinese Academy of Social Sciences, noted that in recent years, the US has frequently invoked the "forced labor" rhetoric to restrict and suppress Chinese enterprises and curb the country's industrial development. China's countermeasures, he said, are not indiscriminate but are precisely calibrated to respond to specific US actions, reflecting a balance between defending national interests and preserving openness to cooperation.
Xiang argued that unilateral restrictions will not strengthen the US economy but will raise costs for American companies.
"These measures are driven by industrial competition and fear of losing dominance in the coming era of embodied intelligence," he said. "But they will backfire, increase global supply-chain costs and hinder cooperation."
Gao noted that if the US government continues its discriminatory policies, China may take further action.
"A healthy China-US economic relationship requires mutual respect and equal benefit. Unilateral pressure and 'decoupling' will only raise costs on both sides and destabilize the global economy," he noted.
。北京时间1月11日晨报，《华尔街日报》今天发表文章称，苹果（以下简称“苹果”）正在彻底改变公司战略，准备在其坚实的花园墙上打几个洞。多年来，苹果无与伦比的用户体验主要是通过将软件和服务与硬件捆绑在一起实现的。在今年的CES展上，很明显苹果准备尝试一些不同的东西。三星周一宣布，苹果的iTunes软件将在三星的智能电视上发布。从今年春天开始，三星智能电视将提供iTunes电影和电视节目，并支持苹果的无线标准AirPlay2，允许内容通过iPhone和其他设备直接传送到这些电视上。随后，包括LG、Vizio和Sony在内的其他电视制造商宣布支持AirPlay2。去年12月，亚马逊还宣布苹果音乐音乐将进入亚马逊的Echo智能扬声器。一位敏锐的苹果观察家可能会问：苹果电视会是什么样子？homepod呢？他们似乎在风中摇摆不定，而且有了这些更受欢迎的设备（三星和亚马逊等），苹果电视和homepod似乎没有什么不同。尽管苹果在2003年将iTunes移植到了Windows上，并帮助推动了新的服务和iPod的发展，但这一策略在很大程度上对苹果来说并不熟悉。但对于谷歌（使用Gmail不一定需要安卓手机）、亚马逊（阅读亚马逊的电子书不一定需要Kindle），甚至近几年来的微软，这些都很熟悉。
B | 在史蒂夫鲍尔默（SteveBallmer）的领导下，微软的特点是“视窗无处不在”战略。根据这一策略，微软的大多数产品必须运行在或至少支持公司的核心操作系统上。
C | 但在SatyaNadella时代，微软的特点是将微软的服务快速应用于所有可能的设备，特别是那些运行苹果或谷歌操作系统的设备。
D | 这一战略取得了良好的回报，如今微软的价值超过了苹果。苹果并不是第一家试图控制其生态系统所有部分的大公司，微软和索尼以前也有过类似的经历。但这种策略并不是永久性的。随着苹果在中国市场步履蹒跚，智能手机面临寒冬的销售，开放不仅可能是维持苹果增长的一种手段，而且最终也是一种生存手段。今天，苹果似乎愿意牺牲一些硬件收入来发展自己的服务业务。当然，这些只是初步的步骤，在苹果感受到压力之前还有很长的路要走，例如，将iOS许可给华为。”在某种程度上，这有点像苹果的辩护，”技术分析师帕特里克·莫赫德说。他补充说，并不是每个人都会为苹果的品牌娱乐设备支付高额费用。因此，苹果现在希望在更广阔的市场（即开放战略）上下赌注，以增加其整体用户群。当然，苹果将硬件销售与服务收入脱钩的行动不太可能很快发生。上周，苹果将其第一季度（2018年第四季度）盈利预测调整为840亿美元，从890亿美元降至930亿美元。苹果表示，这主要是由于iPhone在大中华区的销量下滑。苹果股价在宣布后大幅下跌。但与此同时，苹果重申其服务业务的增长：比一年前增长18%，尽管分析师预计增长24%。这表明，苹果的硬件销售和服务收入密切相关。那么，我们如何才能增加服务收入来弥补移动电话销售的下降，正如库克最近提出的那样？Murhead说，苹果宣布收入低于预期的时机似乎与将其服务扩展到竞争对手的设备有关，但像这样的硬件和软件集成交易可能需要数年时间。例如，苹果取消了设备中的特殊芯片必须经过苹果认证才能支持AirPlay2的要求。这促使一些顶级电视品牌开始支持AirPlay2。这不是真正的内容合作关系，但现在，至少在Vizio上，“嘿，Siri，玩间谍6：完全解体。”与三星的交易相对来说比较深入。它包括一个允许100多个国家的用户下载和播放苹果iTunes电影和电视节目的应用程序。此外，不仅今年的新设备，通过固件升级，2018年三星电视也支持。苹果可能在美国的高端智能手机市场占据主导地位，但在世界其他地区，安卓系统是一种常态。”这可能是世界其他四分之三的人第一次尝到苹果，”Mulhead说。如果“苹果正在开发类似于Netflix的流媒体服务”的报告是真的，那么所有这些都更有意义。无论采用何种形式，苹果都准备投资10亿美元用于原始程序设计。如果苹果想要获得足够的注册用户，它必须与苹果电视的界限相冲突。
E | 目前，苹果的市场份额很弱：仅占美国流媒体设备客户的15%，低于2016年的19%。从长远来看，苹果的服务迁移策略可能会对公司有所帮助，但也有潜在的负面影响：在某种程度上，苹果正在复制其竞争对手的策略，并在某种程度上依赖于这些策略。因此，值得一问：苹果是否缺乏创新？。
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