Chinese Economics Thread

tphuang

tphuang

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More hits from HW前HR on what's resilient about the Chinese economy. I'm not sure I agree with all his points here but there are some elements of truths about not having private companies controlling the gov't
为什么说中国成熟的宏观调控市场经济，而欧美他们宏观调控做不好呢？因为中国的经济底座是公有制的。
其1，作为经济三大要素之一的土地，国土和矿山的公有制底座，让中国的基建更加高效和便捷。在2022年，高速公路美国为10.6万公里，我国的高速公路里程已经达到了17.1万公里，考虑到中国的车道数量和质量，中国现在高速公路流量是美国两倍还多。全世界十个地铁最长的城市有九个在中国。全世界十大集装箱码头有7个在中国，而中国高铁则比全世界其他地方加起来都多。这些都是最基本的基建。

其2，同样作为经济三大要素的资金，中国最大的银行、证券和保险公司都是国有为主的。一声令下、考核指标一下，银行就需要有效的支持中小企业等等，乃至降息加息的规矩执行。这让中国金融风险低，避免美国人这十多年来就冒出两次金融危机的问题。

其3，中国均衡的普遍服务，比如电网的村通、电信的村通、公路的村通，水电气和电信在城市不会因为富人或者穷人就给你差别对待，实行的是普惠均等型服务。虽然一些国企垄断、世袭和裙带等被诟病，但是在做普遍和靠谱服务他们给力和用心的。

其4，粮食存储、能源、钢铁、铝、黄金、军工等经济命脉形企业也是国企为主。外面煤炭和油气贵了，国家让国内不要过分涨价，外面钢铁便宜了，国家让不要太多产能、压产能等。这些办法让经济不会大起大落造成巨大的波动，减少控制CPI和经济发展的难问题。
欧美为什么难以宏观调控，没有这些基础性企业怎么调控？我们说电费、油费、电话费多少就多少，欧美根本就没有这个能力。

其次，巨大的市场能力，将爆发巨大能量。美国人这绞杀中国，那绞杀中国，但是发现中国企业基本不会像其他国家一样，都是立马跪倒求饶，为什么呢？因为中国市场就是个巨大的市场，没有美国市场大不了活差点，但是不影响独立自主。这大为减少欧美他们那种颐指气使、不可一世的态度。
另外就是中国有一个巨大而独立的产业链，这个产业链科技含量越来越高。以前欧美就是靠市场和科技产品出口这两个大棒来吓住发展中国家。但是有了中国这个资源巨大购买方和工业品的供给，欧美对很多国家开始发现力不从心，比如对俄罗斯、白俄和委内瑞拉等国的绞杀，对方就是抗到底。

再次，统一高效的管理系统。欧美发现越来越难以和中国竞争了。他们内部的拧麻花是个高成本系统，有他们的长处，但是弊病也越来越明显。比如美国军工联合体把美国送上好战必亡的路子，互相否决倒是一事无成等。而中国在新世纪冒出的新产物都抓住了机会，比如新能源，新能源车，移动互联网、移动商务，5G、AI、云计算等。对方眼睁睁看中国高速前进而望尘莫及，那种恐慌是发自内心的；因为他们终将失去那种恃强凌弱、盛气凌人的权力，乃至靠剪刀差过舒服日子还到处当教师爷的生活。

这就是在美国人操纵下G7想方设法要阻拦中国发展的根源，但是大潮是挡不住的，时代潮流浩浩荡荡，非他们所能控制
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Michael90 said:
China should be careful building so many nuclear power plants based on American designs(CAP1000), since sanctions can come at any moment, do all those plants operations mkght be jeopardise in future. They should have stopped any future use of CAP1000 after finishing the ones that were already under construction prior to the trade war launched by the US and subsequent sanctions. Baffles me that they will still be building more post 2028. Let's just hope for them that the US doesn't sanction this as well in future wen its all built.
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It's basically all Chinese at this point. Westinghouse really was only responsible for the design. China put AP1000 into production. CAP1000/1400 are basically joint designs.
Plans for future AP1000 units will now be CAP1000, which is a local standardization of the design, transitional to the CAP1400. It is said to have reduced cost and improved operation and maintenance attributes. The base design, commenced in 2008, is complete, the detailed design, started in April 2010, was due by June 2013*. Early in 2012 SNPTC had organized SNERDI (nuclear island and general designer) and SNPDRI (for conventional island) to localize the design for both inland and coastal sites, for Xianning, Pengze and Taohuajiang. The demonstration CAP1000 plant is planned for Haiyang 3&4 CAP1000 localization is 80%.

* Differences from the AP1000 include conforming to Chinese design standard GB6429, construction management, supply chain technical requirements, post-Fukushima modification, and module design.
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As for the suppliers, they may still get some parts from Alstom for turbine/generator. Not sure
 
tphuang

tphuang

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sunnymaxi

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The number of
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's newly registered private enterprises in the first quarter reached 2.04 million, surged by 10.7 percent year-on-year, China's State Administration for Market Regulation unveiled...

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New loans to the manufacturing sector in
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reached 2.2 trillion yuan from January to March, an increase of 381.9 billion yuan year on year, according to data from the China Banking and Insurance Regulatory Commission..

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R

resistance

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KYli said:
It is good and bad for youth unemployment right now. As more young people are reentering the labor force and looking for jobs which it is a good sign, it is an indicator of better economy than a few months ago. On the other hand, from now to July a new wave of college graduates would enter the job market and push the youth unemployment even more higher.
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I hope the new wave of college students will qualified for high end job.
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tankphobia

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KYli said:
It is good and bad for youth unemployment right now. As more young people are reentering the labor force and looking for jobs which it is a good sign, it is an indicator of better economy than a few months ago. On the other hand, from now to July a new wave of college graduates would enter the job market and push the youth unemployment even more higher.
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For youth employment, not only the quantity of jobs, but the quality of jobs also matter. It's meaningless that unemployment figures becomes lower if you start having highly educated young people only able to find menial jobs such as delivery drivers. All those resources and time spent in education is essentially wasted. It's probably a problem that due to global economic slog, global consumption is down and as such job market is completely saturated and high wage entry-level white-collar jobs are harder to come by when companies are already considering downsizing.
 
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BlackWindMnt

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FairAndUnbiased said:
this is a good problem to have. manufacturing companies getting programming talent instead of being concentrated in IT companies is good. better than having dinosaur industries.
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Seems like China also has a big supply shortage off software engineers like most other industrialised nation.
 
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