Beijing’s New Retaliation Playbook Is Reshaping Corporate Risk

Key Takeaways

• Beijing is embedding retaliation into its domestic law, creating conflicting compliance obligations for US firms while formalizing pressure on the US government.

• The measures advance long-term industrial policy goals, shielding domestic firms from major US competitors and buying time for substitution.

• For member companies, effective risk management will require close monitoring of political signals, strong Washington-Beijing advocacy coordination, and early regulator engagement.