Source: official account: Yan tajun
Today, I’d like to talk about foreign capital. In recent years, I have heard a view that foreign capital has withdrawn.
Especially after the outbreak in Shanghai this year, this view has become even more rampant. It seems that it is doomed. Then, is it right to say that “foreign capital withdraws from China”?
The answer is: Yes, not really.
We introduced it from the perspective of “three bodies”, saying that when human beings saw that the three body galaxy was hit by the dark forest of light particles, the three views were greatly shocked.
At this time, there are three roads before mankind:
The first is the bunker plan, which is to build a space city, and then hide behind giant planets such as Jupiter and Saturn. The light particles hit the stars, and the hit stars will eject material. After a series of calculations, Jupiter and Saturn are qualified shields;
The second is to issue a statement on the safety of the universe, and no light speed spacecraft will be built, so there will be no soap bubbles (tracks), so that there will be no disaster;
The third is to take the light speed airship route, which is somewhat dangerous and will attract the attack of the dark forest, and it is technically unknown.
The attitude of human beings is divided into two groups. One group believes that if we lie flat and do not engage in light speed spaceships, we will not cause trouble; One faction believes that no matter whether we do something or not, others will come to us sooner or later. It’s better to build a light speed spaceship. Even if the dark forest strikes, some people can run away.
Neither of the two factions could argue, so they had to compromise and make a bunker plan. At the same time, theoretically speaking, the bunker plan seemed feasible if the enemy launched light particles. Therefore, in order to carry out the bunker project, mankind has invested a lot of resources and built many space cities, most of which are in the orbit of giant planets.
However, when the dark forest attack really came, human beings were foolish. Instead of light particles, the enemy launched two-way foils, which directly made the whole solar system two-dimensional. The bunker plan that took decades and invested huge resources had no effect. At the same time, the only successful escape of Cheng Xin and AA was in the speed of light spacecraft.
Why did mankind fail so miserably? The answer given in the book is that weakness and ignorance are not obstacles to survival, but arrogance is.
In fact, there is another reason, that is, the earth people only know half of the facts. For example, the weapons of the dark forest attack, the earth people think that there are only light particles, but they have never thought that there will be other weapons. When they see the development of light speed spacecraft, they habitually oppose it, and even experiments are not allowed. Why? Because of anxiety, I was afraid that the research and development of light speed spaceships would be hit. The result was that even the black space was made by light speed spaceships.
When we only know half the truth, we will often draw wrong conclusions and make wrong decisions.
The withdrawal of foreign capital is a typical “half truth” in public opinion.
Has the foreign capital withdrawn? After the retreat, Samsung moved its mobile phone assembly factory to Vietnam, and Canon’s Zhuhai SLR factory was also dissolved.
But these are not the whole truth, or some people try to create anxiety and deliberately hide the other half of the truth.
The most typical one is Samsung. In recent years, almost all the media will only tell you that Samsung has withdrawn its investment from China and does not care about the Chinese market, but never tell you that the pace of Samsung’s investment in China has actually accelerated.
Since the establishment of diplomatic relations between China and South Korea, Samsung has invested a total of 50.7 billion US dollars in China, of which 40%, that is, 20 billion US dollars, was invested several years ago. The investment amount of memory project in Xi’an is as high as 7 billion US dollars. Samsung’s annual revenue in China is still as high as 240 billion yuan.
The reason for the dissolution of the canon Zhuhai factory, which made a lot of noise last year, is actually simpler — no one bought the SLR.
Since the emergence of smart phones, the global annual sales volume of SLRs has dropped from 100 million to 8 million in 2021, and it is still declining at a double-digit rate every year.
The decline is still inevitable in the future, because the camera function of mobile phones is getting stronger and fewer places need to use SLRs. SLRs will shrink into a small market with an annual sales volume of only one or two million units in the world.
According to the latest data released by the Ministry of Commerce, from January to July this year, the actual use of foreign capital in China increased by 17.3% year-on-year, of which the U.S. investment in China increased by 36.3%. It is true that the words are very tough, the body is very honest, and the vote of capital is not fake.
Is the other side of the truth completely different?
There is indeed a phenomenon of withdrawal of foreign capital in China, but more high-quality foreign capital has come in. In the past, Samsung’s factory in China only assembled mobile phones, with very low added value and very low wages. Now, it is a memory factory, with much higher added value and much higher treatment. This is an objective example of China’s industrial upgrading.
Ten years ago, there was a popular stem. China only made $2 from the apple industry chain and relied on assembly.
Ten years later, things have turned upside down. We can see from the latest data of the top 200 suppliers released by apple that there are more than 50 suppliers in the mainland. If we include Hong Kong, there are more than 60 suppliers. Considering that the factories of these electronic enterprises in Hong Kong are all in the mainland, it is not too much to count them together.
The added value is not only greatly increased, covering various parts and components, but also continuously expanded in the depth of the industrial chain. However, almost all the media talk about the apple industrial chain, saying that “Apple has transferred” and “Chinese Mainland only earns $2”. They will not and cannot tell the other side of the truth to the public. The purpose of this is to create anxiety through wrong information, just like the anxiety of the earth people about the speed of light in the three bodies, Thereby making a wrong decision.
Like the earth people in the three bodies, they waste a lot of resources in the useless place of the bunker plan. Through this anxiety guidance, China may be able to suspend the current industrial upgrading policy, return to the past, focus on assembly, and then use a lot of resources for the low added value part.
However, resources are limited. If there are more resources here, there will be less resources elsewhere.
However, it is necessary for the public to know the truth, get rid of the anxiety about the “speed of light spacecraft”, and correctly understand that the speed of light spacecraft is the real way to live.
Although the trisomic people were hit by the dark forest, they had 412 light speed spaceships, and they got the chance to fight to the death in Taurus. The trisomic first fleet rebuilt the trisomic civilization in the cantilever of Orion.
But the poor earth people have only one secretly developed light speed spaceship, the star ring. The star ring has no time to bring more people, and can only take two people away. It is unable to rebuild civilization, not to mention that it has no chance to fight like the third body second fleet.
What is more tragic is that the leader who opposes the development of the light speed spacecraft is Cheng Xin. She seems to be very concerned about the appearance of the people, but in the end, it was she who successfully escaped in the light speed spacecraft.