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滴滴遭整改背后,中国政府发出了什么信号?
China’s Crackdown on Didi Is a Reminder That Beijing Is in Charge

来源:纽约时报    2021-07-09 01:28



        In less than a week, China’s leading ride-hailing platform, Didi, has gone from investor darling with a megabucks Wall Street debut to the biggest new target in Beijing’s fast-moving efforts to tame the country’s internet industry.
        在不到一周的时间里,中国最大的网约车平台滴滴出行就从投资者宠儿——在华尔街首次募股就获得了巨额资金,变成了中国政府快速整治国内互联网行业行动的最大新目标。
        The latest front in the regulatory blitz is privacy and cybersecurity. Chinese consumers have grown increasingly privacy conscious in recent years, and the authorities have taken particular interest in safeguarding platforms, like Didi’s, that handle sensitive information such as locations.
        这场监管闪电战的最新战线是隐私和网络安全。近年来,中国消费者的隐私意识越来越强,当局对滴滴这样掌握着敏感信息(如地理位置)的平台保护数据安全的情况特别感兴趣。
        But Beijing’s moves against Didi — halting new user sign-ups, then ordering it off app stores in a span of two days — stand out both for their speed and for coming so soon after the company’s initial public offering last week. They send a stark message to Chinese businesses about the government’s authority over them, even if they operate globally and their stock trades overseas. And they are a reminder to international investors in Chinese companies about the regulatory curveballs that can sometimes come hurtling their way.
        但北京针对滴滴的行动尤为突出,不仅是行动的速度之快,而且是紧跟在滴滴上周首次公开发行股票之后,政府在两天内先是叫停了平台的新用户注册,后又下令应用从商店下架。这些行动向中国企业发出的信息很明确:政府有权管它们,即使它们在全球运营,即使它们的股票在海外上市。这些行动也提醒了投资中国企业的国际投资者,监管的难题有时会让他们措手不及。
        Wasting no time at all, China’s internet regulator announced on Monday morning that user registrations on three more Chinese platforms were being suspended — also, as with Didi, to allow officials to conduct cybersecurity reviews. The two companies behind those platforms have listed shares recently in the United States.
        紧接着,中国互联网监管机构在周一上午宣布,另外三个中国平台也将暂停新用户注册,原因与滴滴被叫停一样,也是为了让官员进行网络安全审查。这些平台背后的两家公司最近也在美国上市。
        Concerns about data protection have been growing on both sides of the Pacific as relations between China and the United States have deteriorated in recent years. As the two powers vie for economic, military and technological advantages, they have each sought to ensure that their companies’ digital information does not slip into the other’s hands, even when business takes place across borders.
        近年来,随着中美关系恶化,太平洋两岸对数据保护的担忧日益加剧。随着这两个大国争夺经济、军事和技术上的优势,它们都在寻求确保本国公司的数字信息不落入对方手中,即使业务是跨国界进行的。
        Beijing has not made clear what specific security and privacy problems — either past or potential — led regulators to move against Didi. But under Chinese law, cybersecurity reviews are a national security issue, something officials did not fail to highlight in announcing their review of Didi on Friday.
        中国政府尚未明确表示,是哪些具体的安全和隐私问题,无论是过去的还是潜在的,引发了监管机构对滴滴采取行动。但根据中国的法律,网络安全审查是个国家安全问题,中国官员上周五宣布对滴滴进行审查时也强调了这一点。
        The tensions with the United States likely motivated Chinese officials to pay extra attention to Didi and its New York I.P.O., said Angela Zhang, director of the Center for Chinese Law at the University of Hong Kong. In this time of antagonism, selling shares in the United States inevitably caused worries in Beijing about how well Didi’s troves of Chinese data were being protected, Professor Zhang said.
        香港大学中国法研究中心(Center for Chinese Law at the University of Hong Kong)总监张湖月(Angela Zhang)表示,与美国的紧张关系可能促使中国官员格外关注滴滴及其在纽约的首次公开募股。在这种充满敌意的时候,在美国出售股票不可避免地引起了北京对滴滴如何保护其拥有的大量中国人数据的担忧,张湖月说。
        Another factor, she said: surging nationalism among Chinese internet users. This past weekend, after Chinese regulators halted new user registrations, Didi tried to dispel rumors that it handed data over to the United States as a consequence of its listing.
        她说,另一个因素是中国互联网用户高涨的民族主义情绪。上周末,在中国监管机构叫停滴滴的新用户注册后,公司试图平息作为上市条件已将数据移交给美国的传言。
        “That also in part exerts pressure on the regulators to act, and also gives them legitimacy to act,” Professor Zhang said.
        “这也在一定程度上给监管机构施加了采取行动的压力,也让他们采取的行动站得住脚,”张湖月说。
        Apart from Didi, the two companies whose platforms are now under cybersecurity review are Full Truck Alliance, whose apps connect freight customers and truck drivers, and Kanzhun, which runs a job-hunting platform called Boss Zhipin.
        除了滴滴,两家平台现在要接受网络安全审查的公司是满帮集团和看准网。满帮集团的应用程序帮助货运客户与卡车司机建立联系,看准网运营一个名为Boss直聘的求职平台。
        The surging stock market in the United States has drawn numerous other Chinese companies, including the grocery app Dingdong and the question-and-answer site Zhihu, to go public there in recent months. But Didi is by far the most prominent.
        最近几个月,美国的股市猛涨已吸引了不少其他中国公司赴美上市,包括生鲜电商叮咚买菜和问答网站知乎。但滴滴的规模远超这些公司。
        With 377 million active users a year in China and services in 16 other countries, the company has been celebrated in China as a homegrown tech champion, especially after it vanquished Uber and bought its rival’s Chinese operations in 2016. A Didi representative declined to comment on regulatory issues on Monday.
        滴滴每年在中国有3.77亿活跃用户,并在其他16个国家提供服务。滴滴曾因成为中国本土的技术优胜者而受到表扬,尤其是在2016年击败优步(Uber)、收购了这个竞争对手的中国业务之后。滴滴出行的代表周一拒绝就监管问题置评。
        China’s clampdown on the country’s internet titans began to pick up speed after last year’s thwarted I.P.O. of Ant Group, the fintech giant and Alibaba sister company. Like Didi, Ant had gone ahead with a share listing despite a history of regulatory concerns in China, though Ant had been preparing to list in Shanghai and Hong Kong, not in New York.
        去年,金融科技巨头、阿里巴巴的姊妹公司蚂蚁金服的首次公开募股被叫停后,中国加快了打击本国互联网巨头的步伐。与滴滴一样,尽管中国的监管机构存在担忧,蚂蚁金服仍想按计划上市,虽然蚂蚁金服是准备在上海和香港上市,而不是在纽约。
        Since then, Didi hardly avoided the heightened scrutiny of the internet industry as it prepared to go public. At the end of March, market regulators in the southern megacity of Guangzhou summoned it and nine other companies involved in the travel and delivery business and ordered them to compete fairly and not to use consumers’ personal information to charge them higher prices.
        自那时起,在准备上市的过程中,滴滴几乎无法避免政府对互联网行业日益严格的审查。今年3月底,中国南方大城市广州的市场监管机构传唤了滴滴出行和其他九家涉及旅游和快递业务的公司,责令它们公平竞争,不得利用消费者的个人信息向他们收取更高的价格。
        The month after, Didi was one of nearly three dozen Chinese internet companies hauled before regulators and ordered to obey antimonopoly rules. Then, in May, transportation regulators met with Didi and other platforms and told them to ensure fairness and transparency when it came to pricing and drivers’ incomes.
        一个月后,滴滴与30多家中国互联网公司一起被监管机构面谈,要求遵守反垄断规定。之后在今年5月,交通监管部门召见了滴滴出行和其他平台,要求它们在定价和司机收入的问题上确保公平和透明。
        Didi filed preliminary I.P.O. paperwork with the Securities and Exchange Commission on June 10. The rest of the listing process was completed at lightning speed, and on Wednesday, Didi’s shares began trading on the New York Stock Exchange.
        滴滴出行今年6月10日向美国证券交易委员会(Securities and Exchange Commission)提交了申请首次公开募股的文件,并以闪电般的速度完成了上市过程的其余部分。滴滴出行的股票上周三开始在纽约证券交易所挂牌。
        But two days later, China’s internet regulator announced that Didi would not be allowed to register new users while the authorities conducted a cybersecurity review. The government’s rules for such reviews, which were enacted last year, are part of China’s framework for controlling security risks associated with the products and services that major tech companies use.
        但两天后,中国互联网监管机构宣布,在当局对滴滴的网络安全进行审查期间,叫停该平台的新用户注册。政府按照去年颁布的规则进行的这类审查,是中国控制与大型科技公司使用的产品和服务相关的安全风险框架的一部分。
        The next day, a Didi executive wrote on the social platform Weibo that he had seen rumors saying that because the company had gone public in New York, it had to turn over user data to the United States. The executive said that Didi stored all its Chinese data on servers in China, and that the company reserved the right to sue anyone who said otherwise.
        次日,一名滴滴高管在社交平台新浪微博上写道,他看到有传言称,公司为了在纽约上市,不得不将用户数据移交给美国。这位高管说,滴滴出行的所有中国数据都存储在中国境内的服务器上,公司保留起诉任何散布相反说法者的权利。
        The message was reposted on Didi’s official Weibo account 16 minutes later, with the comment: “We hope everybody avoids spreading and believing rumors!”
        16分钟后,滴滴出行的官方微博转发了上述微博,并写道:“希望大家不传谣,不信谣!”
        On Sunday evening, the internet regulator put out another terse statement, this one ordering Didi’s app off mobile stores in China for unspecified problems related to the collection of user data.
        周日晚,中国的互联网监管机构又发了一份简短生硬的声明,这次是下令滴滴出行从中国的移动商店下架,理由是与收集用户数据有关但未明确说明的问题。
        This is not the first time that an app under pressure from the Chinese authorities has been removed from mobile stores, though in many such cases, the apps have later been reinstated.
        这不是应用程序第一次在中国当局的压力下从手机商店下架,虽然以前发生这种情况后,应用程序后来又重新上架。
        In 2018, two popular video platforms, Kuaishou and Huoshan, vanished from app stores after a state broadcaster accused them of glorifying underage pregnancy. Huoshan is run by TikTok’s parent company, ByteDance.
        2018年,两个热门视频应用——快手和火山——在一家国有电视台指责其美化未成年人怀孕后从应用商店消失。火山小视频由TikTok的母公司字节跳动运营。
        The following week, a ByteDance humor app, Neihan Duanzi, was taken offline completely for what regulators called vulgar content. The app didn’t just disappear from stores, it also stopped working for people who already had it on the phones.
        接下来的一周,监管机构彻底禁止了字节跳动的幽默应用内涵段子,认为其内容低俗。该应用不仅从商店下架,而且已经下载该应用的用户也不能再使用它。
        On Monday, as Didi’s travails were being discussed on the Chinese internet, one article circulated that had originally been published by state news media in 2015. The article used detailed data from Didi’s research wing to analyze the number of rides taken from several government departments over the course of a day, drawing conclusions about the amount of overtime worked by employees in those departments.
        周一,随着中国互联网上对滴滴所处困境的讨论展开,一篇2015年发表在官方新闻媒体上的旧文再次流传开来。这篇文章使用了滴滴研究院的详细数据,分析了几个政府部门在一天的不同时间打车的次数,得出了这些部门员工加班时间的结论。
        The comment that was appended on Monday to the top of the article: “At the time, nobody thought that Didi’s big data could cause a big uproar today.”
        周一为重发这篇文章附上的评注中写道:“彼时,未曾想到滴滴的大数据在今天可以掀起轩然大波。”
        
        
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