Chinese Economics Thread

[Wrought]

Counterintuitively, this is quite a good sign. The smooth handling of bankrupt companies is critical to economic efficiency.

https://twitter.com/i/web/status/1890555489123201283

 

[Michael90]

Baidu was not represented. Quite a red flag I would say

Yeah. Strange they were not there.

 

[tphuang]

https://twitter.com/i/web/status/1891674495255216365

everyone that got to speak in the meeting with Xi were in manufacturing.

Note the importance that Chinese leadership placed in Omnivision and Unitree.

 

[siegecrossbow]

https://twitter.com/i/web/status/1891674495255216365

everyone that got to speak in the meeting with Xi were in manufacturing.

Note the importance that Chinese leadership placed in Omnivision and Unitree.

Probably will play an important part in not just civilian sector, but military.

 

[Wrought]

Even if you accept Brad's framing (Glenn for instance has a long-running dispute with him on twitter), this just sounds like the whining of a loser.

Please, Log in or Register to view URLs content!

I guess Xi Jinping Thought is a pathway to many abilities some consider to be unnatural, like making the Mexicans pay for the wall.

In other words, Mr. Xi is making China’s trade partners and competitors pay for the government’s misplaced bet on real estate and its longer-term failure to strengthen the spending of Chinese households.

 

[StraightEdge]

A worrying trend -

Please, Log in or Register to view URLs content!

The renewed coal drive is largely being pushed by the mining industry, according to the report, with coal-mining companies increasingly investing in coal-power projects.
More than three-quarters of all newly approved coal power projects were financed by “coal mining companies or energy groups with coal-mining operations”, the study says.

Most power grids lock in coal-power supply through mechanisms such as

Please, Log in or Register to view URLs content!

for purchasing power and

Please, Log in or Register to view URLs content!

, obligating provinces to use a certain amount of the fuel, even when other sources of electricity are more

Please, Log in or Register to view URLs content!

.

Trying to make sense of this, when clean energy is a focus for the govt.

 

[FairAndUnbiased]

A worrying trend -

Please, Log in or Register to view URLs content!

View attachment 145937



Trying to make sense of this, when clean energy is a focus for the govt.

Number of coal power plants is not the construction rate of new power plants, it is the construction rate - decommissioning rate.

 

[tphuang]

Please, Log in or Register to view URLs content!

Alibaba cloud built its first data center in Mexico to continue with its expansion there

 

[siegecrossbow]

Please, Log in or Register to view URLs content!

 

[StraightEdge]

DeepSeek's outside funding draws interest from Alibaba, Chinese state funds:

Please, Log in or Register to view URLs content!

China Investment Corp and the National Social Security Fund have contacted DeepSeek for investment.