Will it really disappear in the United States now? The reason it is said to be disappearing is because the previous proposal was that they asked in Congress that it must be sold directly , which means that it must be returned to companies in the United States . For example, Zhou Shouzi, their original Chinese company in Singapore, can directly control Zhou Shouzi. His current statement is that I really don’t see anything we do that violates the law, so he wants to ask When it comes to selling, it 's basically a big deal. Then we are all legal. Why do we have to be forced like this now ? Moreover, he said that there is a lot of wrong information from the outside and he is ready to clarify it . Now everyone has started talking about this and The U.S.-China technology war is related because now TikTok is sending notices to U.S. users asking them to tell the senators in your state that you want them to oppose the ban on TikTok. At present, many senators have indeed begun to talk and have been called on the phone. Why is there such a situation ? Because you know, there are 170 million TikTok users in the United States now. Think about how terrifying that power is. If you have seen Zhou Shouzi talking to all his users, you You can know that because there are actually many new generations of Internet users in the United States who may have some meager income every month through TikTok. What he said is that the government is now taking this money out of your pockets. Because they think that if everything is illegal, why must we be forced to sell it? The Chinese interpretation is called bandit logic. When you see others doing well, you should take it as your own if it is not from the United States. I think this is called bandit logic. What Burns, the U.S. ambassador to China, said is that if you call people bandits , why don’t you look at your own Beijing ? Can you use X in Beijing now ? Can you use Facebook ? Can you use IG? Why are you so embarrassed? Isn't that Wang Wenbin's response that we are restricting him ? If it complies with our national conditions and legal norms, we will all welcome him. In other words, what Zhou Shouzi said at the beginning is that he really doesn't know where he violated the law . If you want Let’s talk about why TikTok has such a big influence in the United States now. Let me give you another number through their revenue. This is TikTok’s parent company called ByteDance. They currently say that they made 3.7 trillion in revenue last year, which is close to Facebook. Meta, the parent company of Meta, has such a figure. Basically, everyone has begun to ask whether the global media community hegemon on the Internet has been replaced. After seeing TikTok , it is indeed a golden goose. In some aspects , it is also to grab TikTok. Money is also for power. It’s just that you said you want to ban TikTok. But the problem is that you seem to like to use TikTok to promote your own policies. What’s the reason? Because young people are using TikTok , so now they are talking about it. If you really If you ban it, Biden, you will probably lose your platform to reach young people again in this year’s election . Moreover, you have also announced on TikTok that you have received thousands of advertisements for some of the Trump-related campaigns. Like, it’s just that the comments below are talking about banning others, do you still use them to elect? What everyone wants to ask is Biden, what is your position? Now there is another thing , which is that Biden is now grabbing If the young people's votes cannot be grabbed, will they go back and consolidate their strongest and solid piece, which is the so-called blue-collar worker vote ? Because now they have said that American steel companies are basically controlled by Japan's Shinichi. Iron and steel companies , which are among the top companies in the world, are coming to acquire him. But Biden jumped out at this time and said that our U.S. steel company should always be owned by the United States. Is it reasonable for it to become a Japanese company ? We cannot accept it , so his statement is to oppose this acquisition. If he really opposes it, everyone will ask: Will the United States really win? Will the United States become great again? Or, as experts say, this actually makes this company The company's workers and shareholders will eventually become losers. How should they think about these things related to the economy and even technology ? I need to ask Teacher Yang because Zhou Shouzi has appeared again and again in their own business recently. The TikTok platform appeared in Washington. Previously, there was another explanation as to why this matter happened like this. Is it TikTok? They received different and unequal information and thought that the US congressmen would not really take action. Unexpectedly, they did . In fact, TikTok entered The United States has been in the United States for so long. It is fully registered in accordance with the laws of the United States and accepts the regulations and supervision of the U.S. government. In 2022, it was still cooperating with Oracle, an American technology company in Austin, Texas. As everyone knows, Oracle will manage the TikTok company in the United States. The information is to prove that in fact, the relevant information and Bytedance will not come to mainland China. But basically, we all know one reason why the United States is so strongly dissatisfied with TikTok during this period. Because the Gaza War is in In fact, you can see all the information about the Gaza war on TikTok. The American media also reviewed it themselves. They said that TikTok did not distort or mislead , it was just presented faithfully . In other words , other media in the United States actually did so. The distortions are all reduced , so it comes from political Jewish groups and then coupled with TikTok, which is now expanding to 170 million users and 7 million small businesses, it has caused a huge impact on what America’s political elites, mainstream media , and upper class society are all about. What a huge threat, think about 170 million people The United States has a population of only 340 million. There is one active user. The user is at least 50 or above . They are all young people and are relatively unaffected by the mainstream media and not dominated by the political, economic and financial elites on the East Coast. This kind of opinion is formed, and Americans are very afraid of these politics at first sight. They want to say that it turns out to be a Chinese company. I think this self-fear is the main reason behind it, and now even the Minister of Foreign Affairs of Canada is doing it. It is said that we are now examining the possibility of banning TikTok in Canada. So you probably considered such a ban when it was in the Senate because 352 members of the House of Representatives agreed with it, with a total of 435 seats and 352 seats. 435 votes, 435 seats, 81. Which time has the United States passed a bill in recent years? 81 has passed a bill. Why is it so urgent about this matter ? And what he is opposing now is that he only sees that he wants TikTok to be sold to This is simply impossible for an American company. The New York Times has analyzed it just now. Zhou Shouzi also talked about it. If you read its content carefully , it is basically just shutting down TikTok in the United States . And then shutting down will not end the use of Americans because everyone can circumvent the wall. So its operations are not subject to your supervision in the United States, right? Are you going to do this? At the same time, he can also imagine that you are targeting TikTok now and seem to be severing this relationship with China , but what you are severing is 170 million Americans . Use your rights and freedom of speech. This thing will burn a fire in the entire American society and American politics . In fact, Teacher Yang just mentioned specifically that it is reasonable for you to shut it down , because the most direct thing now is this year. It's an election year and we talked about Biden. You really hope to have young people's votes. I still remember that a few years ago, he found a lot of young people to join him and then recorded videos and audios and uploaded them to TikTok to emphasize that he stood with young people. Together , but now this is suddenly being used, everyone wants to ask whether it is good or bad to do this in an election year. Resistance to China is now the mainstream in the United States, so they are now everyone. You see, this is a minority. Both the Democratic and Republican parties have unanimously agreed to do this. So since anti-China is the mainstream , Biden is going this way. But I think since you want to go this way, at least you have to set an example . But on the one hand, you claim that you want to ban TikTok. The most dangerous thing is because it has the qualifications. I am worried that it will leak your secrets. What on earth are you doing by logging into an account? I don’t understand what this means. You will log in to your account to show that you don’t care at all. If you, the president , don’t care about leaking information, why should the average person care about this? A strange thing doesn't make sense. Tell me what the logic is. So you said you would go there to log in to your account. It means security is not a problem at all. It's just an excuse. What it really is. In my opinion, the United States only needs one by our United States. It ’s a media platform controlled by people and cannot be controlled by the Chinese. That’s all. This is what he demands. If the United States wants to do this, since you accuse mainland China like this, what is the difference between what you are doing now and what he is doing? Why don’t you just follow the example of mainland China? This will be done in the future for an online mall because you are now forcing TikTok to sell it to American manufacturers. This problem will never happen. Teacher Yang Yongming just made it very clear, so the final result is that it is not in your American domain. I am. People from another domain can come out and go to TikTok. The only way for the United States to ban TikTok is to learn from mainland China and build the Great Wall, right? In the end, everyone will have to use a VPN springboard to watch. You have to force everyone to do this. Is this a problem? After doing this, can the United States still be called a democratic and free country? Do you still have the nerve to tell others that you are a democratic and free country? And what is worse? You have been criticizing in the past that mainland China is a country ruled by men and has no rule of law . May I ask what you are doing? We have made such a bill specifically for TikTok . This is in line with any American law. It is completely inconsistent with it . What are you actually telling the world? In the future, as long as I am happy in the United States, the rule of law is not important. As long as we, the congressmen, think it is OK to do this. We just do it like this . If there is no law, I will also establish a new law. The United States will give people this feeling and become you. The United States is such a country. We can watch it anytime and anywhere. I am happy to come and play. Is this a good thing for the United States ? I must say that it seems that the United States is heading in a very strange direction right now , which is the Monroe Doctrine that wants to control the world. This sounds like a kind of contradiction. On the one hand, it started tariff barriers and then started to close itself. I hope you all Don't come to take my job . On the other hand, I want to extend my hand and you all have to listen to me. So these are two completely different contradictions that are currently existing in the United States. In the future, you will still be the leader of the world. Will you be the leader of the world ? The police of the world will no longer be so. So when they were choking on China, Wang Wenbin also retorted very directly, saying that you still flaunt freedom of speech and claim to be a country with a free market economy. It’s too ironic. You don’t hesitate to use state power to attack certain people. Companies come to ask the general for advice. In fact, I think the main reason why the United States will ban TikTok is that ordinary people at the grassroots level can quickly express their opinions and spread quickly. The power of public opinion, especially this thing, makes it easy for everyone to see the truth of the matter. This is the thing they are most worried about, because now that the United States and China are in confrontation, they are very afraid that the American people will lose their psychological defense. The function is what we call cognitive operations. But in this case, it is obvious that in addition to saying that the top US officials are worried that this matter will be broken by China in terms of psychological operations , their other purpose is to steal money. In fact, TikTok is a very profitable company. He has 170 million people in the United States alone , and he made a total of about 120 billion U.S. dollars last year . So if he is the first to buy TikTok, he will be the first to make money for them. The second one is that he can seize the power of public opinion to carry out this kind of psychological defensive operation. This time, what we are seeing in the news is who wants to buy TikTok . It is the former Secretary of the Treasury of the United States who is raising funds to buy TikTok. He is trying to rob others. Companies that rob people of money are really no different from what bandits do. I think this is the saddest thing about the United States. You are afraid of freedom of speech for this money , and then you are afraid of China to such an extent that it is called a country with freedom of speech . In particular, I want to talk about whether it is possible for the United States to ban TikTok, as Teacher Yang just said . I tell you that TikTok will not be sold to the United States. Why is Zhou Shouqi? Although he said that there are 170 million people in the United States , he has 170 million people all over the world. 1 billion people are using 1.6 billion to 1.6 billion... The 170 million people are actually a drop in the bucket when it comes to the total number of users. If the United States wants it or not, then I won’t sell it or not. In terms of other countries around the world and other users, there are still 1.6 billion people using my TikTok , so I am not inferior to you in the United States. If I sell it to you, it means I am showing weakness to you. It means I am showing weakness to you. If you give in, how can I do business with you again ? So this time, I think Zhou Shouzi will not sell in the end. But if he says he won’t sell, I think who will be hurt the most . In fact, we can see who will be hurt the most. It’s this time , whether it’s Biden or Trump, especially Trump . What we saw two days ago, we saw that Trump has already made a hairpin turn. This hairpin turn is really a 180-degree turn on his own. He has been saying that he would ban TikTok since he was in office , but last week we saw Trump himself saying that he would not ban TikTok , and if he wants to promote this election, he will use TikTok to do so. Propaganda is used to show that he stands with young people. We have seen that Biden also uses this method . He is very anti-Chinese in his mouth but very honest in his body. So I think this time, Zhou Shouzi should think that no matter how tough you are, he will not If you don’t sell, what will actually be hurt is that these politicians will be hurt the most. They are hated by young people in the United States. Trump actually said this. He said that if I ban TikTok , then I will really let Meta dominate me. He doesn't think this is the right thing to say. It seems that he can make sense no matter what he says. However, in this election year, anything can easily be blamed , especially not just the Taiwan election but also the American election. Young votes are very important for presidential candidates. Let’s go back to advertising and wait and continue to talk about what else is being discussed in the United States recently. In fact , we have also privately discussed what happened to many airplanes. Now the outer panel of the airplane has fallen off. Well, this time it’s Boeing again and now it’s United Airlines. When their passenger plane said it had landed during the flight, they discovered that an external panel was missing. You see, the hole is so big right here. There are 145 people sitting in the plane. In other words, 145 lives are lost. If you get off the plane, When you see this, you will be scared to death. Now Bloomberg’s theory is that the FAA of the United States will investigate this matter . This series is not the only incident. If you say that the Taiwan government’s favorite theory is called systemic incidents, starting on March 3 At that time, everyone was already frightened by the strike in the sky. Look at the picture on I paid attention to the fact that the rate of reposting on the Internet was very high. Then the next day I saw another plane saying that the engine was on fire. Later, the Prime Minister of New Zealand was forced to switch to a commercial flight because there was a problem with their 757. Then it was separated again. A few days after takeoff, the tire fell off and hit someone's car , smashing the windshield. On March 8th, the next day when landing, it skidded off the runway . What's the other thing? Suddenly falling from the sky like this is equivalent to The height of the sudden fall made everyone fly. 50 people were injured and even a tire with low tire pressure was punctured. The latest one is that the outer deck is missing. Look , there have been 8 incidents in the past few days . Just from March to now. So far, these incidents have caused the stock price to fall by about 8.73%, and the market value has been lost to more than 27.8 billion US dollars. You may be thinking the same as I was thinking. A few days ago, our colleagues have started to discuss how we can know what I am doing. I'm going to take a flight . Is it true that someone at Boeing is doing this? The British booking website has already launched a service to avoid Boeing models . Really, if you keep reading these news, you will be afraid of European airlines. The acting deacon of the Security Bureau also directly said When necessary, they will start to stop indirect approval of Boeing aircraft production. Now Boeing has fallen from the front-end class to the back-end class on the stock market. At present, everyone is asking whether you have given up on the pursuit of life safety first. Why do you say this? Because there is more and more information from the past to the present telling us that they seem to be less and less concerned about safety. Well, now they have discovered why the 737 MAX has so many problems now. The reason is because someone had already released it at that time. But the signal was not processed at that moment , and now United Airlines has said that if the problem cannot be solved, we have been waiting for you for so long, and there is no way to solve it. We decided not to buy it. Now they originally bought 277 aircraft, and now they have decided. If you call it quits, you may switch to buying Airbus. Because of this, what you see in these messages is that Boeing's business situation is not good now . 27 aircraft were delivered in February compared to Airbus's 49 aircraft, which is directly cut in half. What you want to ask is Boeing What happened ? Is there anything he can do to turn the tide now? Trust in him on the Internet is getting lower and lower , and some people are even starting to do this. I really don’t know because there was indeed a popular post on the X platform at that time. They mentioned that China's C919 had an accident when landing at Boston Airport and even the landing gear broke. When we saw this news, we thought it was not true because C919 did not fly to the United States at all , but someone was really fooled. The diplomatic ambassador of India posted a taunting post, saying, "Look, this is so-called Made in China." Later, I found out which plane was a C919 and that plane was a 737 MAX. So everyone started talking about whether they only need to ship out packages every time. At that time, everyone thought it was China or something, but did you know that now Made in the United States really guarantees quality? I turned around and asked Teacher Yongming for advice , because this is really true. If I get off the plane and see something like this, I will be scared to death. I just took the flight. The plane is really Amitabha, bless me and keep me safe. Not only has a series of accidents happened to Boeing, its stock price has dropped by 27% this year. Among the big companies in the United States, its stock price has dropped the most , probably second only to Tesla in the past two days. On the 13th, this matter attracted the attention of all the United States. In 2019, there was a whistleblower at Boeing. He had worked at Boeing for 32 years. Do you know what he did? Quality Control Manager Barnett was discovered on the 13th. The forensic police report showed that he shot himself , but how could his lawyer doubt that he said he was in good mental condition? Because in the past few years, he has been accusing him of blowing the whistle since he left his job in 2019. The whistleblower complained to the U.S. government that Boeing had quality control problems , and then Boeing sued him. What did he say? He was interviewed by the New York Times and he said that he was working as a quality control manager and he discovered that there were a bunch of things hanging on the flight control lines on some aircraft. The pile of metal flakes were produced when the fastener was installed into the nut and were not removed. He said that this must be removed otherwise it would cause safety concerns. The result did not change . Then Boeing moved him to another department and a similar situation occurred. He was a quality control manager who couldn't stand it and was sued to this extent by Boeing. Then Boeing began to have these series of problems. I think Boeing has actually become internally corrupted to the point where he just wants to make money , because he is no longer a high-level executive. Technical background does not mean that those who came up from below are purely American companies. As you know, on the one hand , the aircraft market is a monopoly. On the other hand , these CEOs of large American companies are actually related to TikTok. The money these CEOs earn is average. Hundreds of times more than the employees , and they just want the report to be beautiful. As for spending a lot of money to do something long-term, it is uncertain and may even affect some public opinion, causing his stock price to change , affecting his report , and reducing his year-end bonus. He will never do this and leave it behind again and again. Japanese companies have also discovered similar fraud . But the problem is that Boeing is making airplanes and you have a monopoly on the market. Everyone must be careful about the British in the future. I think everyone should use that website more . It’s true because we were discussing this matter a few days ago. How do I know if the plane I’m flying on is a Boeing ? Indeed, why do you have such an idea ? Brother Bing is because of us. When you follow the international news every day, you will find out why today... Boeing has really been having troubles, right? Because this is really not something we are going to deliberately badmouth Boeing. It's not just that things have happened in the past few days. It has been 1 or 2 years. In 1 or 2 years, you will hear about a Boeing accident regularly every few weeks , and this year it is even more intensive. This year, you will hear about it every week. We have been talking about Boeing accidents for 3 or 4 consecutive weeks , so if you are a passenger Aren't you afraid? It's really me. I also think that if you want to take a plane, it's best not to take a Boeing because I don't know if something will suddenly fall in the sky one day and everyone will be afraid. So I think what surprises me about Boeing now is that this company is supposed to make major decisions quickly in order to save its reputation. For example, he immediately said what I want now and started to temporarily ground my flights. Do I need to comprehensively inspect my own aircraft or what kind of major reforms should I make to save it? As a result of the confidence that passengers have in you, you see that accidents have been happening recently, and they are happening all over the world. So , has Boeing responded in any way? It seems that it has not happened. It seems that it is the business of those airlines and not mine . It's the situation of those airlines. Then I want to ask one thing. If it's really just the problem of these airlines, then why doesn't Airbus have an accident? Everyone's probability should be the same. Airbus's sales are not less than yours, right? That's strange. Logically speaking, it should be evenly divided. Even Airbus will have an accident, and Boeing will also have an accident. Why are Boeings having accidents all over the world ? Tell me why. So if you can't tell me why, then it's Boeing itself that has the problem. I always I think about Boeing, I hope everyone will check these. The recent batch of accidents involving various models are all aircraft produced at the same point in time. That is, from that point on, the quality of Boeing began to plummet . This may have something to do with Boeing changing its internal policies . In order to make money, Boeing changed some related SOP processes . Therefore, the quality of aircraft manufacturing and production is not as strict as in the past. This has caused such a problem today. I think this is probably the reason. As for that manager, I have to tell the outside world that the police have announced that he may have committed suicide. But let me tell you, even if he really committed suicide, it will cause greater harm to Boeing, because to be honest, he has filed a lawsuit with you. The fight was almost over. He didn't commit suicide before. He committed suicide at the last moment. What do you think happened? Then I think most people will use your knees to think about what happened. This will cause more damage to Boeing , so I think If Boeing doesn't make a complete declarative change as soon as possible and implement it truthfully, I think Boeing will slowly become a country in the world that will wait for whoever fires the first shot and tell them directly that I will not issue an airworthiness certificate. I don’t dare to fly your Boeing planes from now on. If this day comes, Boeing will be completely destroyed. To be honest, as a resident of the Republic of China, what I care about most now is : Do we still want to continue to buy the few Boeing planes we bought ? Because really Someone fired the first shot , right? United Airlines or United Airlines. They are now saying that they will withdraw orders from Boeing first and they will buy Airbus. I especially want to talk about why there is such a big difference between Boeing and Airbus. You know that we are actually very different. It is obvious where Airbus is assembled. It is not assembled in Europe , but in Tianjin, China. Its production line is in Tianjin, China. It has its production line over there. The American Boeing Company obviously assembles it in the United States . You know that Boeing itself is a commercial company . One of the most obvious things for a company is to seek profits from its capital. I want good-looking statements to explain to my shareholders. I must be able to make money. How can I make money? The wages of American workers are very high now. You have to find a good job. It’s not easy to find skilled workers , especially some spare parts. I hope to buy cheaper spare parts, so they buy these spare parts from whom. You know, buy from Mexico , right? Mexico makes those spare parts. I’m telling the truth. What they say Friendly outsourcing comes from Mexico , but I have to say that what we cannot deny is that sometimes in terms of the personality of the people in Mexico, they are more optimistic and lively by nature, right
? Isn’t it that they are so rigorous in doing things? I don’t dare to say, right? This batch of parts produced in Mexico arrived at Boeing in the United States. In order to reduce its costs, Boeing purchased this batch of parts from Mexico and then assembled them on its aircraft. As for the workers who assembled them, they did not use very mature and experienced technicians to do this. Assembling and then not only assembling a new aircraft , but also repairing an old aircraft and disassembling it and then reassembling it, I found that there was an extra screw in my hand. I didn’t know which screw it was, and it was impossible to disassemble it again. Throw this screw into the trash can , so we can find out that these problems are not just problems with the hardware, right? On the software side , like the plane that suddenly fell , there was a problem with the software , the tire fell off, the door fell off, etc. It is entirely caused by the fact that the screws on the hardware are not tightened . Especially now that we are facing competition from China's C919, there is greater pressure on him. The original price of a C919 when it left the factory was US$99 million. Although it is said to be increased to US$102 million, compared to Boeing, if it is US$130 million, it still has a huge competitive advantage in terms of cost and price. For Boeing, there is such a big difference in price. He must have lowered his costs even more. How to reduce costs? The first is to save workers. The second is to purchase cheaper spare parts. As a result, he has endless accidents. Air safety accidents happen one after another , so I think this is a Systemic problems may arise in the short term if the basic industrial base of the United States is not improved, the working environment, and wages of workers cannot be improved. In the short term, we will not see Boeing return to a safe level. So in the short term, everyone really shouldn’t fly on Boeing planes anymore. That’s what he said, but we also want to ask Mr. Yang how such a thing could happen. This fishing really caught him , and he caught the Ambassador of India. Because everyone is talking about this plane. Everyone is very clear. If you are chasing it, you know that C919 does not fly to the United States at all . It is said that the charter is C919 and the Indians I was very happy to post a satirical post, but later I discovered that the big reversal turned out to be Boeing. Just fishing depends on who wants to undermine China, right ? This matter actually highlights Boeing's real problems. Other countries continue to appear, which is actually equivalent to ignoring it . But Just give it to China once it is said on the Internet that something happened to Chinese aircraft , especially the new C919, right? Although it is a relatively small one , I think its market is actually being developed in the Chinese mainland market. The south is the market in the south. It is very important to take a look at the latest actions after the Two Sessions . Previously, I was thinking about the impact that the last conflict on cross-strait fishing may have after the Two Sessions. But now the first thing I see is on the side of Xi Jinping in mainland China. What is shown is that he cares more about some internal actions including the economy and even anti-corruption. For example, he recently emphasized in this special article in an internal party magazine called Qiushi Magazine that he particularly emphasized what should be comprehensively strict and not necessary. It is to use the anti-corruption model as a set benchmark to emphasize that the purpose is not to control people to death and make people fearful. It must create a good political ecology through clear directions, rules, righteousness, and strong immunity. Of course, it is to tell everyone what anti-corruption is. There is no need to stop . This movement is getting bigger and bigger , including anti-corruption in the sports world and even academia. The secretary of Beijing Sports University has been dismissed. On March 15, the website of the Central Commission for Discipline Inspection reported that Cao Weidong, the party secretary of Beijing Sports University , was suspected of serious crimes. The violation of discipline and law is under investigation . Gao Zhidan, the general director of the National Sports Administration, also stated after the conclusion of the two sessions that he would resolutely punish corruption in the sports field and resolutely crack down on fake gambling . The secretary was fired immediately , which shows that this declaration has also spread to a wider range. Including the Chairman of the Department of Army Engineering, Vice Mayor of Chongqing Chen Mingbo took over as Chairman. What is this? Now China is making every effort to develop aerospace technology, which is the most important thing. The former Chairman was Wu Yansheng. As a result, he was involved in the corruption of military equipment. The case was taken away for investigation. Although no news of his dismissal has been announced yet , the deputy mayor of Chongqing has already taken over as chairman. China Development Bank also has another senior official. The same situation among senior officials in the financial sector has been reviewed in the same way , and it is even more severe. What's interesting is that this person has actually retired for 8 years. This is Li Jiping, the former Party member and vice president of the China Development Bank, who was also traced 8 years after his retirement and was investigated before. Wang Yongsheng, the former vice president, has been retired for 8 years. Therefore, they were all brought back to investigate whether you had committed corruption back then, so no one was spared retroactively. It seems that this is the current trend in mainland China's official circles . On March 15th, mainland Prime Minister Li Qiang presided over The plenary meeting of the State Council also specifically emphasized the need to concentrate on anticipating steady growth , so stability is their important task in 2024. So how to achieve stability is of course the key to the next step. Of course, the chip decoupling that Beijing wants to promote How to decouple is the key to the containment and confrontation between China and the United States . Chinese car companies are required to use domestic chips as much as possible because they are also vigorously investing in research and development. Even BYD Geely has been directly ordered by the Ministry of Industry and Information Technology of China to use more local chips to decouple from the United States. But China Does the United States really have a way to unilaterally decouple? Of course it is very difficult, so it was discovered that the US-China Science and Technology Cooperation Agreement was signed in 1979. This agreement was supposed to expire at the end of February this year. It is unclear whether the two parties have publicly discussed whether to renew the agreement , but the results are based on The Wall Street Journal reports that the two countries have quietly renewed their contract . Do they still need to have a cooperation agreement in US-China technology ? Although they are in the process of containment or decoupling, it is actually like many spy situations, such as the so-called Port of Chancay in Peru. The US was very concerned before and said that this would be used to control China and it would become a major breakthrough in shipping . Now even Brazil plans to export through this port together with the Chinese-controlled Port of Chancay in Peru. The export of soybeans, corn , etc. will shorten the entire transportation time by about 2 weeks . Especially where is the Chancai port? The central coast of Peru is a natural deep-water port , so such a port is the starting point of China's Belt and Road Initiative . If If it is put into operation by the end of 2024 , it will become the largest port in South America. It is a new idea for South American shipping from the Port of Chancay to Shanghai. From the Port of Chancay to Shanghai, Peru’s strategic role in China’s naval maritime strategy has also become the strategic role of many companies such as Bloomberg. Or other media focuses of attention. Among them, COSCO Group owns 60% of the ownership shares of Chancai Port. Zhenhua Heavy Industry participated in the construction of Zhenhua Heavy Industry's cranes. Recently, it was also called a Trojan horse by the United States , so a comprehensive investigation is still needed to worry about this in various ports. Trojan horse will monitor and so on. Obviously , there are all kinds of eyebrows in the cooperation and confrontation between China and the United States. Brother Liang, Xi Jinping’s anti-corruption has already started and has not stopped. It has gone from finance to military industry and now to sports , but he Maybe the entire party and government system in mainland China is too idealistic. For example, as long as the anti-corruption campaign is clear and the rules are established, everyone will strictly abide by the rules . I am afraid that more people will not dare to touch this. In fact, we have seen this phenomenon . Especially when it comes to decisions involving major resources. Human nature, you will be afraid of self-protection . How do you know that you will not benefit some people ? Then there will definitely be others. If you don't win the bid and if you win the bid, people will report you everywhere. That is to say, the political economy is very complicated. As far as I know , because I also understand some of the actual operating conditions in mainland China, they are really vigorous in anti-corruption, but it has caused many cadres to lose their jobs. Faced with major decisions involving the use of major resources, they dare not move and are waiting for command from above . In the end, everyone will be waiting for you to command, and the power is concentrated in your hands. This system will operate more efficiently. Slowing down is the problem he has to face , and frankly speaking, Li Qiang is someone he can trust. Li Qiang is a person who I think is very capable. You have to let him go . Li Qiang also believes that the private economy should be shaken up . You I also know that if you give him relatively large authority, there will be some gray areas. This is inevitable. There is no way. However, in mainland China, their plan to delete the United States is called the Delete A Plan. It is to use the Delete Plan A to eliminate the important parts of the United States. Try not to use components as much as possible. In fact, electric cars have a huge impact. An electric car probably uses thousands of chips because many of its functions require chips. Mainland China has obviously started to delete A since Huawei , so all C’s are required. They are all made in China. I think it is because they are forced to protect themselves after the vicious competition with the United States . They can only take this road because the United States is always going to do this or that. If Nvidia, Huida, or AMD are not good, they will be downgraded and sold. So I might as well do the math myself. So this situation may become more and more common. To be honest, the United States has not gone too far. For example, the science and technology agreement you just mentioned was actually signed in 1979 and renewed for five years. No matter how confused Biden is, he knows that this cannot be discontinued. If it were to be discontinued, even the cooperation in the natural sciences in academia would be stopped. This would be a big deal. So I think the contract would have been renewed. I just said that because of the Republican Party, now the Republican Party will bring up any shocking cases. There are actually some people in the Republican Party who advocate that this should be discontinued. As for that The port of Chancay in Peru is operated by China. There are more and more such ports in China. I have seen a data . By 2021, China will have about 95 Chinese -funded ports around the world . Of course, the United States will be worried about it. Will it turn into a military port sooner or later ? At least let me tell you, this will not necessarily have warships , but it will provide military units for supplies. It is difficult to avoid docking. When you see Brazil is a BRICS country, he said , then I will make good use of this. Hong Kong means that China and Brazil have gotten closer , and the BRICS meeting in August this year will probably start more non-US dollar payments. I think Brazil will have a large part of the payment in its own currency, which may not be in US dollars. So This is probably a big trend. It is in the backyard of the United States. Because there is a port about 80 kilometers north of Peru, the United States has been watching it for a long time. Now Brazil is showing it to you and it has started to operate . So a similar phenomenon may happen to you in the future. We will continue to see news like this appearing . Of course, now we are looking at some economic interests and the future. This is what the United States is worried about. The fight against corruption in mainland China is actually very deep and detailed , including even banquets and banquets. Everything is so deeply controlled that things like this It seems that no one will be too surprised by the various so-called anti-corruption arrests and even retroactive retirement . Many of his internships were mentioned in the top 20 in 2022. He seeks stability and he seeks safety . In fact, we still look at Xi’s actions . I have to go back and read his speech at the 20th National Congress, which is 35,000 words long. He rarely mentioned reform, opening up, market democracy, etc. in the past 19th National Congress. He particularly emphasized and talked about safety, security, innovation, and struggle many times. It is a very important word. In his subsequent policy policies, whether it was the corruption of personnel, financial stability, or the so-called domestic and foreign foreign policy, he pursued stability and security. For example, he made great efforts in finance. After rectifying this P2P, the so-called Financial Regulatory Commission was established to maintain basic financial stability in China, whether it is online or offline, or real estate. Of course, he is also constantly working on this part of personnel. In strengthening this point, we can see that basically pursuing stability and security is what Xi Jinping will do in the future. Let's take a look at this Qiankai to Shanghai. I am more interested in this because the port of Qiankai is basically at It spent US$1.3 billion in the first year , and about four piers and some ancillary buildings have been built. It will be completed in the last quarter of 2024. Of course, there is a saying that it may have 15 piers. Sorry, 15 piers are in this port. There will be 15 piers. It is a very large terminal, which is equivalent to a deep-water port. Then there will be an industrial park for the so-called import and export trade . If so, its total cost will be 3.4 billion US dollars, and it will become It is the largest deep-water port in the Pacific Ocean of South America . It is very powerful. If so, its estimated throughput is 1 million containers . Of course, there may be more. Next, someone said that the volume of groceries is 6 million tons. Vehicles can probably import and export 16 If this is the case, it can shorten a lot of the time it takes to transport goods from Central and South America to the Asia-Pacific region we are talking about . Now basically if your goods go to South America, it used to take about 35 to 40 days. But if he Once this port is operational After completion and operation, it can probably be shortened to 25 to 30 days of shipping. This is equivalent to shortening the cost. Who does not do this kind of thing ? This is why we can push back and say that mainland China is building on the infrastructure of the Belt and Road Initiative. What do we need to do? Basically, when we were doing this research, we found that many people said that the Belt and Road Initiative was a money pit. I have many students who were doing this. The first thing they said was that it was a money pit. They read a lot of Western reports. According to this media report, they said that the Belt and Road Initiative is a money pit that makes local countries indebted to debts. Then they started to bad-mouth the problem. Are the Chinese so stupid? If it is a money pit, will they do it? What do they want? They talk about this once the port The completion will provide more than 1,000 to 2,000 job opportunities , and the so-called business and trade exchanges will be endless. If so, what are mainland China's Belt and Road Initiative and foreign aid? They have their business considerations. He has his business considerations . It’s not just about resources. He also has considerations about making money. So when we look at an issue, we have to look at many aspects. We can’t just look at it and say it’s a money pit . This is a good general in cognitive warfare. We know that the CCP is now fighting. The fight against corruption has spread from the party, government, and military to the education , culture, and sports circles. Everyone is fighting against corruption. To say this means that he is not afraid of making his family scandal public. He spreads all these things out to let everyone know that it has become like this. He also fights against corruption. Corruption has become one of his performance , and then we can see that including the Rocket Force, we all know that last year’s great purge included Commander Li Yuchao, the commander and deputy commander, and Minister of Defense Li Shangfu was removed to fight corruption. The CCP is very active in fighting corruption . The reason why it wants to fight corruption is firstly to establish its prestige. Secondly, everyone will use this as an example and they will be clean. So I think it has this aspect. Don’t cover it up and don’t be afraid of publicizing your family scandal. In other words, you need to have some courage, some responsibility , and some responsibility. I think this can also be used as a reference for us because we feel that some of us here will cover up the money in the green energy case. Where did it go, right? Where did the rapid screening mask vaccine go? So far, there is no answer. I think this is spread out by the Communist Party of China. Democratic countries are more willing to spread it out. I think this is a good thing to fight against corruption. The people will celebrate even more if we fight against corruption in Taiwan. If we look at it like this, we also look at Brazil. He wants to have a Chancay Port through Peru. Brazil and Peru are facing each other because Brazil faces the Atlantic Ocean and the Atlantic Ocean. Peru faces the Atlantic Ocean. The border between Brazil and Peru is 1,500 kilometers from the Pacific Ocean. Of course, it’s faster to go this way because if you are transporting grain from Brazil , Brazil’s largest export of grain is mainland China. If you export to the mainland, you will have to go north as soon as you leave . Passing through the Panama Canal The Panama Canal is not only expensive to cross the Panama Canal , but also has to queue up. Now the queue is 11 days, and the queue is 11 days because there are 125 ships in front of it . If you queue up and jump in, the price will be higher. That's just because The border between Brazil and Peru goes directly to the Pacific Ocean. It saves time and cost because there is no need to queue. It saves 11 days. The second transportation cost is reduced. It needs to be taken from the Atlantic Ocean to the canal and then into the Pacific Ocean and then transported to Asia . Time and transportation costs are also saved a lot. We went directly from Peru. Third, we know that the cost of oil and other general expenses will also be reduced . So now, who will tell Peru about the Chancay Port? How to dredge , activate and expand this operation? That is probably the influence of mainland China in Peru. Then Brazil can use it in the future . It will be much faster for Brazil to export various grains to mainland China. We just talked about the infrastructure war along the Belt and Road Initiative. Including the conflict between the United States and China in the South China Sea , this is especially true. Isn’t it the so-called Sinophobia in Europe and the United States? Let’s look here to see tensions in the South China Sea . A while ago, many fishing boats in the Philippines had some conflicts with mainland China. As a result, Raimondo, the US Secretary of Commerce , has just concluded his visit to the Philippines. The next wave of trade visits is coming soon. Blinken will go there again next week to prove the determination of the United States to strengthen its alliance with the Philippines to resist China. There is conflict here , but it seems that the conflict cannot stop. Or should the conflict be controlled ? What kind of strategic mentality is this? Let's take a look. But at the same time, the United States suspects that the Philippines' clothing raw materials are suspected of using Xinjiang's forced labor resources. Cotton? When the Philippine Trade Minister met with Raimondo, it partially suspended the import of clothing from the Philippines because of this suspicion. Control means that you have to resist China. You cannot resist half a set, but a full set. Even Xinjiang cotton. If there are human rights issues involved, you have to stop them all. Unexpectedly, the Ministry of Foreign Affairs of mainland China responded that the so-called forced labor in Xinjiang violated the fabricated century. Lies are anti-human rights under the banner of human rights . However, in fact, the Philippines also has different opinions on the United States’ so many controls. Let’s just say it controls too much. But when it comes to China taking risks, the German Chancellor and Ma Fetai are the leaders of Southeast Asia. There is also someone who is said to be speed dating. How do you say it? The German Chancellor Scholtz will meet one after another this week. The leaders of three Southeast Asian countries , including Malaysian Prime Minister Anwar, Philippine President Marcos Jr. , and Thai Prime Minister Saitha Thakur, met intensively respectively. Of course, it is related to how to master the interactive resources with China in this region of Asia. Chinese e-commerce companies are said to be conquering cities overseas , so France and the United States have adopted some relatively conservative approaches. How can I put it? For example, in Paris, French congressmen also said that adjectives are used like this, saying that they are learning what fast fashion is. France is all classics. What fast fashion needs to be learned now is called fast fashion. The English word has just been learned. It turns out that they already have a goal. It is described as moving very fast. This description is deliberately meant to mean that China's two major fast fashion brands in the digital channel are directly targeting The French Parliament voted unanimously on March 14th to counter the fast fashion bill. Starting next year, every piece of fast fashion that will be sold in France will be subject to an ecological footprint surcharge of 5 euros . Clothes are too wasteful and fast fashion is wasteful , so the price will be increased to 10 euros in 2030 to curb this low-cost, low-cost fast fashion. Let’s start with these companies. What about the UK? This global infrastructure just talked about it. The Belt and Road Initiative has done so much around the world. Britain 's layout is to kick China out , so this power plant claims to kick it out of the 46 billion nuclear power plant. China's influence will not give him the project , but now it is also unfinished? Is it a matter of time for the unfinished plant ? In the UK, the Hinkley Point C nuclear power plant project must be postponed until 2029, and the cost will rise to 46 billion pounds. This is all caused by the need to kick China out of the entire market or the construction of their power plants. One of the consequences of this entire process from 2016 to 2022 is that for the UK, of course it has resulted in an increase in costs and various delays in the project. China’s infrastructure issues are not just that, including France, including Saudi Arabia. Uzbekistan has also built a nuclear power plant in eastern Saudi Arabia. Pakistan has also signed an agreement. The so-called Hualong One, Beijing's independently developed civilian nuclear reactor, has become the main force in its cooperation with other countries to conquer cities and territories. But there is still an infrastructure. The project that has been noticed by everyone is the latest super project across the Yangtze River. It is called the world's largest span suspension bridge. The main tower is completed. The so-called Zhang Jinggao Yangtze River Bridge is amazing. It looks very long and very large. It is really very long and very large, 2,300 meters . The main bridge of the Southern Channel spans several longitudes , including three Yangtze River bridges. The so-called Eight Dragons Crossing the River is to span all the so-called spans in various places together, so that Suzhou, Hangzhou, Taizhou here, and Nantong can all be opened up to create local symbols. Sexual construction has also become the world's super project. The difficulty of such projects is very high. But obviously since we just talked about the Belt and Road Initiative, various infrastructure projects have become a key force that European and American countries want to prevent blockage , but they have encountered great difficulties. Brother Liang , I think the Philippines' fight against China may be in vain. In fact, Raimondo's investment in leading companies this time is about 1 billion US dollars . The easiest country to compare with the Philippines is Vietnam, which has a population of about 100 million. The United States brought over 50 companies to invest 5 billion US dollars in Vietnam. Don’t you think that China and the United States are in harmony with each other? Yes , you don’t think that Vietnam is smarter , right ? You, the Philippines, are so one-sided towards the United States , even if you are with 18 countries So what if you sign a security agreement? Because the gap between you and China is too big. You can't do anything about Ren'ai Reef or Scarborough Shoal. However, the most needed infrastructure has been stopped because of this. Now China has to go to northern Vietnam to help it build it. Is the freight railway right ? So I think how to make the decision ? I think Marcos is really too one-dimensional. You just talked about fast fashion , because SHEIN and Temu Temu are actually behind these two companies, Pinduoduo. Frankly speaking, when we talk about fast fashion, the representatives of fast fashion are UNIQLO and ZARA. As a result , SHEIN is so cheap now. In fact, I know a lot of editors and female anchors. Everyone is buying SHEIN, and many people in Taiwan are buying it. It’s really too cheap , so of course Europeans are suspicious of whether you have a sweatshop or don’t comply with environmental regulations, so they charge 5 euros for each product . He said this is called an ecological footprint surcharge. Otherwise, he has no way to compete . And when I saw his ads, everyone received a big bag with a lot of stuff in it. It was so cheap . Frankly speaking, I also went shopping and the stuff was really cheap and of high quality. How and it's not just clothes. It's not just clothes. It really has everything. Temu actually directly challenges Amazon in the United States. This is what the United States cares about. In fact, when we talk about Douyin, it's TikTok , SHEIN, and Temu. It's called TTS . It's called the three Chinese e-commerce companies that are rising in the United States. Now the United States has a terrible headache, so it is now targeting TikTok. I don't know what will happen next to SHEIN and Temu. It remains to be seen , but you can see that Europe has already started to move. If he continues like this, probably many retail stores of people's livelihood products will be affected. Under this impact, prices will There will be an impact on prices. Take a break and come back soon. Are the countries that Blinken is most concerned about at the Department of Commerce? Because intensive visits there are also to strengthen the connection against China. I think the relationship between the United States and the Philippines has been strengthened a lot during the Biden period. You see, Raimondo just finished his business interview, and Blinken went right after that. In fact, in 2022, Vice President Harris Jinli had already gone there and mentioned it again. They want the United States and the Philippines to strengthen the so-called Enhanced Defense Cooperation Agreement called EDCA. To put it simply, it is the security agreement between the United States and the Philippines. They have invested about NT$2 billion , which is about US$66.5 million, so that the United States can add four more bases to the original five bases in the Philippines for so-called military deployment of personnel . This point of mobility is a big breakthrough when we talk about the US-Philippines alliance. However, this EDCA is actually not a thing of the past few years. It was signed in 2014. The United States and the Philippines signed it in 2014. But in the era of Duterte , because of Duterte We know that he is pro-COSCO and has a very good relationship with China, so during his term he stopped the EDCA agreement to strengthen defense cooperation. Of course, on the one hand, he did not want to anger Beijing, and on the other hand, he felt that the United States had been asking you to pay him. He didn't feel like spending money , so Duterte wanted to stop. But after Marcos came to power, he pulled the United States into this so-called security agreement to fight against China . The most important issue was the South China Sea. Especially in the Scarborough Shoal incident and what we later discovered was the so-called Oxbow Reef incident and the confrontation at Renai Reef , Marcos felt that he had always felt that China was poking him, so he wanted to pull the United States to resist China. Of course, this aspect is not only It’s EDCA , they also conduct joint military exercises. In fact, in 2022, they conducted joint military exercises near Huangyan Island. In 2023, the United States and the Philippines also conducted a shoulder-to-shoulder joint military exercise between the United States and the Philippines, with a total of 17,000 troops from both sides dispatched. The troops of the United States and the Philippines are conducting drills there , so I think the United States and the Philippines are still very close in terms of security during the Marcos era. But you see that after various countries arrived in Southeast Asia , like Xiaozi, Malaysia and the Philippines were in Southeast Asia. Keshi and the Prime Minister of Thailand called us over to gather together. The question is, do they really understand ASEAN’s ideas? ASEAN’s ideas are not to choose sides. They adopt a very close strategy called hedging. They do not want to be in trouble between the United States and China. Choosing sides, Lee Hsien Loong also talked about telling the Americans what is happening here and telling the Americans how we should have an independent ASEAN diplomacy . So I think the little Marcos of the Philippines may now encounter I noticed that some issues are that his ideas are somewhat contrary to those of other ASEAN countries. Next, I think we will continue to look at the overall foreign policy of ASEAN. Let’s take a break and come back soon. In fact, the scope is getting wider and wider . This people's livelihood economy is not just about semiconductors. Of course, the Philippines will also be a top priority because of the geographical proximity between the Philippines and mainland China , and the Philippines has a trade deficit with mainland China. China buys more , including telecommunications equipment. Communication equipment, including steel. It also includes machine tools , the machines produced by the factory, and the base machines, which are also imported from mainland China. It also includes some electronic products. In this case, the Philippines buys more from mainland China. Why are other things cheaper in mainland China? The national income of the Philippines is low. Its average annual national income is only about US$3,700 per person. The consumption power of each person is very weak. If you buy European products , Japanese products, American products, they are expensive and you cannot afford them . Buying mainland Chinese products seems to be more popular. At this price , the Philippines ' trade dependence on mainland China has always existed. If it wants to turn to China now, there is no way. The most important thing is its consumption power. The consumption power of the Philippines is very weak. The problem is the low income, so the Philippines wants to cut off this trade with mainland China. There is no way to rely on the relationship , because the Philippines exports the largest quantities of bananas and coconuts. The largest country is facing mainland China. The Chinese mainland market is huge . He needs these agricultural products to eat these things.
