岌岌可危！北京突傳重磅消息！習近平撐不住要轉向？中共押注馬斯克；　 #看風雲

Hello everyone, welcome to KTV. Today, we will talk about Musk's sudden visit to China and Li Qiang's meeting. Why did the CCP suddenly ban Tesla's all-autonomous driving technology? The CCP's Politburo meeting announced the inauguration of the Sino-China Full Council in July. The meeting is a rare hotbed of reform and opening up. Will there be major changes to the authorities' economic policies? On April 28, Tesla CEO Elon Musk suddenly visited Beijing to meet with Chinese President-elect Li Qiang at the Diaoyutai National Museum. Analysts believe that Musk's visit to China will not only destroy Tesla's future, but also lay a knife to the CCP. Six years ago, when Li Qiang was the party secretary of Shanghai, he dismissed public opinion and invited Tesla to visit Shanghai. So Li Qiang's visit to Musk is an old friend meeting. Reuters reported that Musk's main purpose for this visit to China is to fight for Tesla's all-autonomous driving system to land in China. The Wall Street Journal reported that the CCP government has expressed its initial approval of this, but Beijing and Tesla have not yet been officially confirmed. On the day of Musk's visit to China, China announced that Tesla has passed four test requirements for Chinese car data security. Tesla has thus become the first foreign car manufacturer to receive approval from the CCP's Data Security Administration. Tesla cars have previously appeared in Chinese state-owned enterprises and military venues. Tesla cars can't even park near these venues. Now all these restrictions are gone overnight. The stock market also responded positively to Musk's visit to China. Tesla's share price soared $180 on Monday. Just last week, Tesla's share price fell to a $142.5 drop. Musk's visit to China took less than 24 hours, and he was immediately greeted by the CCP's No. 2 figure Li Qiang at the National Hotel. Left and right seats, guest equality, and the situation of Xi Jinping approaching Bulin Ken a few days ago formed a sharp contrast. At the time, Xi Jinping sat in the main seat, and Bulin Ken sat on the side, as if his subordinates were reporting to their superiors. Musk's visit to China, what considerations does he have for Beijing? From Musk's point of view, Tesla is currently in a management crisis. China's electric cars have been overpowered by the CCP government, and car brands are at a huge price war, forming a vicious competition. Tesla's performance is also declining year after year. According to Tesla's sales figures for the first quarter of 2024, it sold 3.87 million units worldwide. This is the first quarter sales since the third quarter of 2022 to break the 400,000-unit threshold and break the new low of the past five quarters. Tesla's share price fell $140 last week from $400 at the peak of 2021. The market value soared to more than $800 billion. On April 5, Tesla announced that it would lay off 1.4 million people worldwide, more than 10% of its total employees. The CCP also saw Musk's business crisis and called him to China to give him a green light. Four years ago, Tesla launched its highest-level version of the FSD but it could not be listed in the Chinese market. Because China's regulatory authorities use data security as a pretext to prohibit car manufacturers in China from using software that can identify the face of anyone outside the car. And the autonomous driving system uses cameras to guide the car's movement. After a meeting between Musk and Li Qiang, Tesla's Model 3 and Model Y were listed in the list of data security requirements by the Chinese Automotive Industry Association. Tesla has become the only foreign car manufacturer on the Internet. The FSD has successfully entered the second step in the Chinese market, which is to be able to use a map that covers China's high distribution rate. On April 29, The Wall Street Journal reported that Tesla has reached an agreement with Baidu to allow Tesla to use its test license to collect China's highway data. According to the agreement, Baidu also allows Tesla to use its highway navigation system. Reuters reported that the current big suspense is whether the CCP can allow Musk to transfer the data he collects in China to the United States and use it to expand the large database for training FSD algorithms. In the atmosphere of tightening of the CCP's data law, Musk's prospects of achieving this wish are not clear. Professor Chen Shimin of the University of Taiwan said, the CCP's driving data collection of Tesla is preemptive and cautious. It is difficult for the CCP to accept to send all the driving data collected in China to the United States, because it may involve more confidential information, such as the CCP's military base in the South China Sea, and related confidential information. It is difficult for the CCP to let this data be fully transmitted to the United States. Why did the CCP suppress Tesla for a long time and suddenly give in? Beijing also has its own plans. Analysts believe that the CCP authorities want to use this to show the CCP's openness to the outside world, so as to attract more foreign investors to enter China. On the other hand, the CCP wants to steal Tesla's all-automatic driving technology. Chen Shimin believes that the CCP has been trying to get foreign investors back and restore foreign investors' confidence in the Chinese economy. Musk is a representative figure of a foreign company. After all, Tesla has a factory in Shanghai, so Musk has a symbolic meaning to the CCP. Li wants to get close to Musk and show it to other foreign companies. He wants to boost foreign companies' confidence and let them invest in China. In addition, the Chinese electric car industry is experiencing a bottleneck. Compared with Chinese electric cars, Tesla's only competitive advantage is its all-automatic driving technology. The CCP wants to steal this technology and turn it into a supercar. And this technology can also be used in the military. Let's talk about Biyadi and Xiaomi, these Chinese electric cars. Why has the technical level suddenly risen Analysts believe that it is because Tesla's technology has been stolen by the CCP. In July 2018, in order to introduce Tesla, Shanghai sold 860,000 square meters of land to Tesla for production and construction The authorities also provided a 1.85 billion yuan loan. The interest rate was 3.9%, which was the lowest domestic market interest rate at the time. The CCP provided such a favorable condition for Tesla as a return. Tesla also promised that all supply chains should be in China. Commentators said that although the factory in Shanghai is owned by Tesla, but think about it, it's all Chinese employees. Tesla's technology is guaranteed to be stolen. In recent years, in addition to the rapid development Li Xiang, Xiaopeng, and Weilai, Biadi has become a global competitor Biadi has recently surpassed Tesla and become the most popular electric car manufacturer in the world. For Li Qiang to approach Musk, commentator Tang Jingyuan said that the CCP may soon get Tesla's all-automatic FST technology. This technology will not only allow the Chinese Communist Party's domestic electric car to quickly achieve a cornering supercar, but also have a very broad application potential in the military It is a typical military-civilian technology. Let's take a simple example. With this kind of smart driving technology, unmanned vehicles can achieve autonomous navigation, avoid obstacles, and target recognition, etc. Military vehicles can carry out reconnaissance, surveillance, patrol, battlefield logistics, drilling, evacuation of injured, cooperation with soldiers, special operations, etc. Analysts believe that Musk's China trip is really a perfect opportunity not only to destroy Tesla's unique advantage, but also to give the CCP a knife and bring trouble to the future Sino-US competition. On April 30, the CCP held a Politburo meeting to determine whether to hold the 20th Plenary Session of the Chinese Communist Party. The meeting raved about reform and opening up, and threw a heavy stick to promote a three-way economic integrated development policy. But experts pointed out that in order to deal with economic difficulties, the authorities proposed a return to reform and opening up, but this is just a false political language that will not work. The CCP's Xinhua News Agency said that this Politburo meeting said that reform and opening up are important treasures, and that we must continue to push forward reforms and deepen reforms. The meeting also rarely emphasized that reform and opening up have six necessary requirements, and that the whole party must put reform in a more prominent position. Although the official mentioned continuing reform and opening up, it did not focus on this Politburo meeting. Taiwan Defense Council Director Shen Ming-shi said this was not in line with Xi Jinping's usual approach. Xi wants to engage in a joint recovery and an international people's retreat. The relevant policies have not changed much so far. If he makes a major announcement at the Sino-British General Assembly in July, reform and opening up can only mean that he has met a major setback. After trying different policies, he found that China's economy could not be restored, and could only return to reform and opening up. However, Shen Ming-shi said that Xi Jinping's high-level demand for reform and opening up has already evacuated foreign business or industry from mainland China. Will it return? And your National Security Department, anti-espionage law, and all kinds of speed-up or arresting foreign spies cannot be restored. In this case, your demand for reform and opening up is because of the internal line struggle or do you really want to change the current economic situation in mainland China? He believes that it is possible that China's economy is now in an unimaginable dilemma. You find that the CCP has no money, the local government has no money, and then try everything to get the people's money. It's already annoying. Su Ziyun, director of the Taiwan National Defense Council, said that the CCP's economy is seriously down, so he is now re-using reform and opening up as a sign. But he believes that Xi's current reform and opening up is just a false political language because the National Security Department and all kinds of practices are now scaring foreign spies away. The 20th Sino-Chinese Plenary Session of the Communist Party of China will continue to be difficult. The meeting of the Politburo of the Communist Party of China finally announced the opening of the Sino-Chinese Plenary Session in July. In addition, the meeting studied the current economic situation and placed the economic center on the Long Triangle. The Long Triangle and the Pearl Triangle were originally two very important economic blocks in China. Cai Zhengkun, an independent commentator, believes that after the CCP has completely controlled Hong Kong, the Pearl Triangle has lost its vitality. The Long Triangle has become the last hope of the Chinese economy. He said that the Long Triangle economy is an important hub for the Chinese economy. In the past, it was the Pearl Triangle that took the lead. The development of the Pearl Triangle depended on Hong Kong in the past. Now Hong Kong is completely paralyzed by the CCP. The economy must have a center. The development of the Long Triangle economy is basically the basis of the Sino-Chinese Plenary Session. Although the CCP is working hard on the economic reform direction it is called political security. Cai believes that the international community does not need to look forward to the future of the Chinese economy and its political changes. He said that although the Sino-Chinese Plenary Session is a discussion of economic topics, the good and bad of the economy and the direction of the economic future are not very important to him. What he cares most about now is the stability of the regime and the security of the regime. Don't have this illusion that in the future, China's politics and economy will not be able to reverse at all. He believes that at the Sino-Chinese Plenary Session the CCP will have major personnel adjustments. He said that because of these senior officials who have been killed by the party, you have to give the people of the party a statement. What is the result of their treatment? After a year, he is basically coming to a conclusion.