Sino US industrial capital battle!

Spread the love

Original: guziming authorized to reprint this article to wechat official account: zhengshitang plus2019


Just a few days ago, musk announced that the world’s richest man had stopped recruiting and cut 10% of jobs. Tesla officially announced that it would conduct online recruitment in China for the “intelligent manufacturing” business this evening.

Moreover, according to the announced plan, Tesla will conduct large-scale talent recruitment in China every week throughout June, from intelligent manufacturing to sales, R & D and supply chain

Some American rust belt workers may feel like eating flies when they see this news, just as many Chinese friends saw Gu ailing become the US Olympic bid Ambassador yesterday.

No way, as the global economy is about to enter recession, smart countries and cities have started the competition for talent and capital.

Musk and Gu ailing have just formed a pair of “Golden Horse Valley” between China and the United States, which has become a flag held high; Similarly, following the UK’s announcement that the global Top50 graduates can settle down directly, Shanghai also announced that the global top graduates can settle down directly in order to quickly recover from the paralysis.

Don’t think that the “thirst for talent” in Britain and Shanghai requires a smart brain. What people crave is a noble body. Many of the families that can train graduates of the world’s top 50 colleges and universities are based on “small goals” in terms of their asset scale. Their settlement in Shanghai can directly drive the price of real estate and the scale of industrial investment.

Here, we have to say two practical problems. The housing price of a city is determined by a few groups with the most purchasing power, and the employment scale driven by government investment often can not catch up with the impulsive entrepreneurship of several rich second-generation people.

They are the panacea to save asset prices and employment from the perspective of capitalism.

Recently, the ups and downs of China US economic and trade relations have raised questions for many friends. Today, through the competition between talents and capital, I will sort out Schrodinger’s recent China US economic and trade relations.

Compared with the decoupling between China and the United States promoted by pompeobolton and others in the trump era, the China US relations in the Biden era have gradually entered a superposition state of decoupling and re linking.

This superposition is not contradictory. It is to re link the traditional industries and decouple the emerging industries.

This strategy is much smarter than that of the trump era, and it has a bit of “capitalism with American characteristics”. The traditional stock of U.S. investment in China is not affected, but IPEF is used to draw a circle to transfer all incremental new industrial investment to the “special zone”.

With this strategy, China and IPEF are quite similar to the northeast and Pudong in Shenzhen in the early 1990s. The parallel dual track system makes everyone happy.

However, in the happy process, the elite talents and smart capital from the northeast of the “old area” have flowed southward into Shenzhen and Pudong in the “New Area”, so that many early leaders in Shenzhen and the backbone of science and technology in Pudong are from the northeast.

Finally, with the injection of western capital and the influx of domestic elite talents, quantitative change has produced qualitative change. Shenzhen and Pudong have replaced the northeast of the old industrial base, completing the upgrading and transformation of China’s industrial structure.

The United States hired Gu ailing as its ambassador for the Olympic bid, which not only released the signal of easing Sino US relations, but also attracted the hearts of China’s top elites and capital.

Therefore, although a lot of recent Chinese and American news has aroused a lot of cheers and high sentiment in the capital market, we should also see clearly the long-term trend.

For example, the Biden administration has started a new round of advocating the abolition of China’s tariffs, but it can be predicted that it will only abolish those traditional manufacturing industries and provide the United States with cheap productivity; The Biden government recently lifted the tariff of Southeast Asia photovoltaic, releasing great goodwill. At the same time, the purpose is to promote the transfer of photovoltaic and other emerging industrial capital from China to IPEF.

These policies of the Biden government are greatly beneficial to the industrial capital and the elite. However, at the same time, they are also trying to slowly remove these advanced industrial capital and talents from China through the dual track system and induction, trying to turn China into the Northeast in the late 1990s in the process of global industrial upgrading, resulting in the gradual loss of high-income stable jobs.

Knowing the Biden administration’s strategy, we can see that the next competition in the economic field between China and the United States lies in the dominance of emerging industrial chains, talents and capital in Asia, represented by musk and Gu ailing.

Since the United States has started “heart attack”, it is certainly not enough for China to rely solely on an external monk musk. Therefore, in the past week, the platform economy that was previously rectified is gradually restoring confidence to the market.

Seeing that Musk’s colleagues have once again become the focus of public opinion, I have to sigh that for these elite groups on the cusp of the storm, chaos is a ladder.

Leave a Reply

Your email address will not be published. Required fields are marked *