【謝田時間】：1企業市場蕭條、房子有價無市、無人貸款、放水刺激無效？2民企被收割、國企代替民企、轉向計畫經濟3企業現嚴重 「內捲式」 惡性競爭4 消費疲軟…習近平並非真正

Hello, Professor Xie. Hello, Shili. Hello, everyone. Recently, the CCP held a forum for people outside the CCP. Xi Jinping emphasized that China's economy is facing some difficulties and problems. This is a matter of development and transformation. What kind of transformation is this transformation? What do you think? First of all, the CCP held a forum for people outside the CCP This is meaningless. Because we know that these democratic parties in China are the Communist Party of China. The Communist Party of China, the People's Republic of China, and the Qing Dynasty are all controlled by the Communist Party. They are strictly controlled. There are no independent democratic parties in China. There are no independent democratic parties, and there are no independent people, and there are no independent voices of the people, or voices that are different from those of the Communist Party. The people sent by the Communist Party to attend the forum are all agents of the CCP. They can be said to be agents of the CCP. So how could they possibly give Xi Jinping any really good, independent, objective advice? It's useless. Xi Jinping's speech is basically talking to the CCP itself. He mentioned that the difficulties in China's economic development are a matter of development and transformation. These words are basically a waste of time. Because the problems of all countries are a matter of development. So is China a matter of development? This is worth discussing. In my opinion, in the West, China must be a developed country. They think China is a developed country. You still have WeChat, high-speed rail, and so on. You can be considered a developed country. But in fact, we also know that China is still a developing country. Most rural areas, mountainous areas, and remote areas are actually very poor. The so-called developed areas are the first-tier cities in the north, Guangzhou, and Shenzhen. So China is an extremely unequal country. So it's hard to say. If the whole country is balanced, as Li Keqiang said, 600 million people, less than 1,000 yuan a month, only 2,000 yuan a month. You could say China is a developed country. So China must be a developing country. There must be problems in China's development. One of them is the so-called transformation problem. This transformation problem may refer to the transformation into a planned economy. This is what we see. China is now reversing economically, suppressing private companies, and restoring government control, central control, and a planned economic model. This is what we see. This is one of the transformation problems. The other transformation problem is whether China will upgrade and replace, from a low-end technology or industry to a high-end advanced technology industry. This is not only what China wants. All countries want this. If you look at the past, half a century since World War II, the development of all countries in the world, including Asia, successfully achieved upgrading and replacing, becoming a high-tech country, from a low-end value to a high-end value. But not in other countries. China is such a big country. China does not value research and development, and always encourages countries to engage in plagiarism, imitation, and plagiarism. It is impossible for China to become a high-tech country. So this kind of transformation does not look like there is any hope. Xi Jinping also said that these problems can be completely overcome by efforts. What do you think? If the economy can overcome the difficulties and difficulties then the Shandong Association can come up with a solution to overcome it. But as we can see now, they have not come up with any real solution. Since last year, the Shandong Association has been pushing for a long time until today, August 7th, August 8th. It has been delayed for so long because they cannot come up with any to change the economic situation. So these difficulties seem to be impossible to overcome. The CCP has no way to overcome We know that the so-called proposed things are nothing but tax increases for local governments to increase taxes and continue its new production capacity. This new production capacity has been mentioned in previous programs and it has already encountered these obstacles. Now there is no way to push it forward. In addition, the BBC published an article summarizing the problems China is facing. It says that the CCP's policy is to stimulate the economy to increase taxes or to appease the people or to prevent domestic poachers and malicious competition and to boost consumption. What do you think about these aspects? Yes, the BBC's policy has raised these issues before. But maybe there is no way to implement these policies in the future. some effect. it is said that the stimulation may intensify giving support to continue to stimulate increasing stimulation has a reduction in profit reduction in profit to encourage loans and to encourage Chinese enterprises loans but now China's economy Basically, it can be said that the patient is in a state of high panic, and when the patient is in a state of high panic, it is useless to give him more benefits. This person has cancer, and when you open his stomach, you can see that it is full of cancer cells. If you give him more food supplements, ginseng soup, etc., it is impossible to revive him and accelerate his death. So this kind of stimulation seems to have no hope now. Although the interest rate has been decreasing, companies will not borrow money to invest. Because there is no market, the private sector will not borrow money to buy a house. Because they see that the house price is falling rapidly. Even if the interest rate is zero, no one is going to buy a house that is falling rapidly. So in fact, the CCP's stimulation is too strong to work. The CCP has always said that it is to appease private enterprises and develop private enterprises. But what we see is that it is attacking private enterprises everywhere. Whether it is a private entrepreneur like Sun Dagu, or a high-tech private entrepreneur like Ma Yun, they are all suppressed by the CCP in various ways. For example, the education and training industry is suppressing you when you don't need it. Now they are trying to revive the economy. So the CCP's policy is to protect its regime. It doesn't really want to appease or develop private enterprises. It's too late now. The internal competition in China is very, very intense. So a lot of small-scale individuals and consumers in the community are very aggressive. They want to make money. So there is a process in which Chinese private enterprises are competing for profits and money. How can a person who wants to make money give the money back to you and let you consume it? He wants them to consume it. He wants the Chinese to take out their savings. But the Chinese people just don't do it. They would rather save the money because they are afraid. They don't know what will happen tomorrow. They are worried that if they don't have this information, they won't consume it. So these policies basically don't work. There is a report from the mainland media. The Minister of Science and Technology of the CCP's National Science and Technology Plan Management Reform has said that there are three aspects. Strengthening the overall layout of science and technology resources. Improving the creativity of researchers. Improving the system of responsibility. What do you think? The CCP actually wants to use a planned economic model. The overall layout of science and technology resources. What does the overall layout mean? It means that the government decides where the science and technology resources should be used. When Xi Jinping hit his head, we used the chip. All the money was spent on the chip. It was all wasted. Now, when Xi Jinping says that we are going to invest in the new automobile industry, the electric car, the self-driving car industry. Every time Xi Jinping invests in a new area, it's a failure. It's a failure. It's all a waste of money. So the CCP still has to use the planned economic management method to collect science and technology resources. It develops science and technology. This is basically a South-South North. South-South North. Because the development of science and technology. The development of science and technology can't be done by the government. It needs the creativity of the scientists themselves. It needs the market conditions. As for the creativity of scientists, the creativity of science and technology, it's not just about money. We know that the Chinese are not stupid. The Chinese scientists are very smart. But they can't even access the most basic information about foreign technology. They can't access the Internet. They can't do it in a normal way. How can they know the most advanced world of science and technology? The key is that there is no free and relaxed environment. Let these scientists do whatever they want to develop. This is China. Under the strict supervision of the Communist Party, the innovation and creativity of Chinese scientists is impossible to develop. In addition, there is the New York Times. China's solar industry is now over-productive. The price has fallen. It's in turmoil. So what do you think of his analysis? Yes, he pointed out that this is actually one of China's three new production vehicles. In fact, China's solar industry is because of its blind competition and internal competition that has led to a price drop in the production of energy. The Chinese have also made a lot of money. The entire solar industry in the world has also been disturbed by the CCP's price war. This is actually another proof of the collapse of the CCP's new production capacity. There are two other new production vehicles. There is also the electric vehicle industry. If we look at China, there are nearly 200 new electric vehicles. Look at the security problems. Every month, there are about 700 to 1000 natural disasters. 700 electric vehicles suddenly explode and burn themselves. The people inside are all burned to death. Because when it starts to explode, the doors of the electric car are locked. People can't get out. In this situation, the CCP will continue to burn. So this kind of electric vehicle is destined to fail. The battery industry is the battery industry. The electric car industry is the same. The battery of the electric car can be connected. China's battery life, battery safety, and the safety of the entire vehicle have not been passed. Trying to push this kind of inferior vehicle into the world, results in a huge waste. This is why China's new production vehicle cannot be successful.