Το Νήμα της Σινοφοβίας

[Otto Weininger]

Πάλι ετοιμάζονται να μας φέρουν πανδημία οι λεχριτες εκει;

[Dwarven Blacksmith]

Πάλι ετοιμάζονται να μας φέρουν πανδημία οι λεχριτες εκει;

Πάλι έχουν απεργία οι σεναριογράφοι και ανακυκλώνετε τα ίδια σενάρια;

[Dwarven Blacksmith]

Expect to hear a lot about the "Hefei model" (合肥模式) this year—an industrial policy piloted in Hefei where local governments (working through local SOEs) use targeted M&A and strategic investments to boost innovation/NQPFs. The idea is simple: local authorities create government-backed investment funds to take stakes in key companies. These investments target industries with high growth potential and strategically important technologies. By securing control or significant stakes in these firms, governments create a "gravitational pull" that attracts suppliers, partners, and other businesses, potentially accelerating the formation of industry clusters—a leverage strategy where small public investments unlock much larger flows of private capital.

Take NIO as an example. In 2020 NIO was on the verge of collapse, with barely enough cash to stay afloat and no viable funding options. Hefei stepped in with 7B RMB through its state-backed funds, taking a 24% stake in exchange for NIO relocating its headquarters and core operations to the city. That initial investment set off a chain reaction—NIO partnered with local players like Jianghuai Auto, new suppliers moved in, and an EV industry cluster began to take shape. Eventually major names like BYD and Volkswagen joined the ecosystem, turning Hefei into a key EV hub. The Hefei government recouped its initial investment in under a year, retaining an 8% minority stake as of now.
Xingzheng Securities has a great primer on "Hefei model": https://mp.weixin.qq.com/s?__biz=MzU1MjkwNDY1MQ

https://x.com/wstv_lizzi/status/1875505560830836803

[Dwarven Blacksmith]

Sequel του



και πολλών άλλων που δυστυχώς δεν τα βρίσκω τώρα αλλά οι αναγνώστες μου θα τα θυμούνται

[Ίακχος]

Κίνα: Απογειώνεται η παραγωγή οικιακών συσκευών
https://www.naftemporiki.gr/finance/wor ... geionetai/

[student]

Chinese firm deploys satellite-to-ground laser communications, outpacing Starlink
With its 100 Gbps ultra-high-speed transmission, Chang Guang Satellite Technology possibly opens door to 6G

https://www.aa.com.tr/en/asia-pacific/c ... nk/3440162

[Dwarven Blacksmith]

Αυτό ίσως είναι σημαντικό, γιατί το Hamilton δεν σχετίζεται άμεσα με το military-industrial complex, άρα δεν έχει λόγο να πει ψέμματα.

China now dominates the strategically important industries in ITIF’s Hamilton Index, producing more than any other nation in absolute terms and more than all but a few others in relative terms. Its gains are coming at the expense of the United States and other G7 and OECD economies, and time is running short for policymakers to mount an industrial comeback.

As of 2020, China was the leading producer in seven of the ten strategically important industries in ITIF’s Hamilton Index. Overall, China was producing more than any other nation—and more than all other nations outside of the top 10 combined.

Hamilton Index industries accounted for approximately the same share of the global economy in 2020 (11.8 percent) as in 1995 (11.9 percent), underscoring how the race for global advantage in these industries is a zero-sum competition.

China’s gains have come at the expense of the United States and other G7 and OECD economies. From 1995 to 2020, China also captured more than 80 percent of non-OECD countries’ gains.

China is 70 percent more specialized than America in advanced industries. To match China’s specialization, U.S. output would have to expand by $1.5 trillion (69 percent), which would require doubling output from all Hamilton industries except IT services.

Time is running short to turn around U.S. advanced industry fortunes. The 2020s are likely to be the decisive decade because once China captures sufficient global market share, U.S. and allied nations’ production risks being permanently weakened.

Congress should make closing this massive advanced-industry output gap its overarching economic policy goal, including through tax, trade, and other elements of a comprehensively focused national industry strategy.

https://itif.org/publications/2023/12/1 ... ton-index/

[Dwarven Blacksmith]

Sequel του



και πολλών άλλων που δυστυχώς δεν τα βρίσκω τώρα αλλά οι αναγνώστες μου θα τα θυμούνται

https://twitter.com/KyleTrainEmoji/stat ... 9020377564

[Dwarven Blacksmith]

Υπάρχουν σημάδια σταθεροποίησης της αγοράς real estate. Δεδομένου ότι η Κίνα πλέον δεν *επιδιώκει* την ανάπτυξη μέσω real estate, αυτό θα σημαίνει πρακτικά ότι δεν υπάρχουν βαρίδια στην οικονομία φέτος.

https://twitter.com/gonglei89/status/18 ... 8795471183

[dna replication]

momo看世界
@momoworldview

This is great news for all mankind.🥳
The research team of the Department of Chemistry of Zhejiang University in China has invented a biomimetic enamel repair liquid.
Just drop two drops of it on the defective enamel (such as the surface of cavities/caries),
and within 48 hours, a 2.5-micron crystal repair layer with the same structure as natural enamel will form on the defective surface,
which can be seamlessly connected with the original tissue.

video https://twitter.com/momoworldview/statu ... 4471402844

[dna replication]

[Ίακχος]

https://twitter.com/dwnews/status/18763 ... PfSug&s=19

[Frappezitis]

Οι χρυσαυγιτες δηλωνουν θαυμαστες του μπατριωτη Τραμπ , σε λιγο θα αρχισουν να μιλουν για τον εξ'ανατολων κινδυνο

[Dwarven Blacksmith]

https://twitter.com/kenmoriyasu/status/ ... 0683508017

[Dwarven Blacksmith]

Μετά τον Παναμά, το παραδοσιακό, ορθόδοξο ΛΟΛάκι έρχεται υπό τον έλεγχο του Λαϊκού Απελευθερωτικού Στρατού.

https://twitter.com/IGN/status/1876531990540783923