Is it a battleground between the United States and China? Let’s first take a look at China’s Minister of Foreign Affairs Wang Yi. Now he met with Nguyen Phu Trong and Vo Van Thang said that China will make Vietnam a priority in its peripheral diplomacy. This meeting was influenced by Vietnam. Vice Prime Minister Chen Liuguang’s invitation to Wang Yi was to go to Vietnam on December 1 and December 2 to chair the 15th meeting of the bilateral cooperation steering committee , including that China would make Vietnam a priority in its peripheral diplomacy. On the other hand, the direction also talked about whether the next step is to pave the way for Xi Jinping to visit Vietnam , because Xi Jinping may also visit Vietnam next. Now it is rumored that Xi Jinping will visit Vietnam. The German media has talked about the relationship between China and the United States. How can I say that the competition between China and the United States will have an increasing impact ? The German media pointed out that China emphasized that the economies of China and Vietnam are highly complementary. However, this year Vietnam and the United States upgraded to a comprehensive strategic partnership. In this context, the impact of the competition between China and the United States on Vietnam is Another part of the analysis of the German media mainly focuses on the competition between China and the United States in Vietnam. What are the important metals ? Rare earths . We know that Vietnam’s rare earth reserves are the second largest in the world. So now the United States China is trying its best to win over Vietnam's rare earth technology, mainly because its field is extremely important and critical. In the context of the technology war between the United States and China, China and the United States, the two countries with the largest share of rare earths, are ranked first and second in the world. Therefore, Vietnam, which has the second highest rare earth content in the world , is competing to attract each other. Now China also hopes that if I can grasp the situation in Vietnam, I will be able to feel self-reliant and self-reliant in the future. So China has started to focus on these two countries in August. Export controls are imposed on key raw materials for seed chips. On the other hand, you have to see that the United States is now committed to getting rid of its dependence on China's rare earths , and its goal is to shift to Vietnam . When Biden visits Vietnam in September, the two sides will sign a deal on semiconductors and rare earths. In an agreement , the United States and Vietnam will also strengthen technological cooperation. Now Reuters also reports that what Wang Yi will talk about this time is that he hopes to upgrade a China-Vietnam railway that passes through rare earth producing areas . You can see it in this picture. This is the rare earth mine in Vietnam. I hope that there will be such a railway that can pass through the Sino-Vietnam part in the future . Now China and Vietnam are developing a railway construction project . They are planning to upgrade the railway system connecting China and Vietnam and strengthen a rare earth mining area that passes through Vietnam. If the main railway line to the northern port is completed, it will be helpful to mainland China in consolidating its position in the rare earth industry chain. Wang Yi also mentioned this when he met with General Secretary of the Communist Party of Vietnam Nguyen Phu Trong on December 1. It is said that Vietnam will strengthen railway and trade cooperation in the future . This part of the railway may cost 11 billion US dollars. It is expected to start construction in 2030. China will use Chinese standard gauge to build this part of the track. On the other hand, I now see that this Japan has also talked about expanding security cooperation between Japan and Vietnam. Vietnam must be cautious among Japan and the United States, and between China and China. This is equivalent to saying that the diplomatic strategy adopted by Vietnam now between China and the United States is actually very careful and must be equidistant and cautious. Scholars have analyzed that in the past two years, Vietnam has established comprehensive strategic partnerships with South Korea, the United States and Japan . In particular, Vietnam has also begun to be willing to send pilots to the United States for training and purchase American F16 fighter jets. Vietnam is taking advantage of its unique geographical location. While maintaining relations with China, we must comprehensively enhance strategic cooperation with the United States and Japan , which means that neither side will offend. China has also begun to deploy some satellites, all because of Vietnam's important geographical location. We can just look at the current reports . We know that China now wants to have its first high -orbit satellite Internet , which has been initially built to cover key areas along the Belt and Road Initiative. According to aerospace news, it is the first to complete coverage of the entire territory of China and key areas along the Belt and Road Initiative . Its orbit is actually The Internet has been initially established to a high degree because we have seen that the main reason why Vietnam is so important between China and the United States is that its geographical location is below China , which is equivalent to being at an important support point for China and the United States and China’s Belt and Road Initiative. For the United States, Vietnam is an important location at the crossroads of the Pacific and Indian Oceans. It is located in the important geographical relationship of the Indo-Pacific strategy, so it is conducive to the strategic position of the United States and India . So it can be seen that it now includes China and Vietnam , as well as the United States and Vietnam. Including geographical location and energy location, energy strategy is relatively important, including Vietnam. There are several key reasons that attract everyone. The main reason is that it is the only country in ASEAN that is connected to China by sea and land , and Vietnam has a very long coastline and is connected with China. The overlapping sea area is the only way for China's Southwest China Sea export channel. China's Belt and Road Initiative cannot do without Vietnam's support. This means that if China controls Vietnam, it will be beneficial to China's economic strategy. Let's go back and ask Brother Liang what he thinks about Vietnam now. The situation in the United States is of course looking for partners that can contain China. Of course, the most important ones are Vietnam and India. It is also developing friendly shore outsourcing supply chains in the United States, so it also encourages Taiwanese businessmen, including those who originally invested in China, to Move abroad to Vietnam, move to India, and move to Thailand and Mexico. Vietnam originally had some conflicts with mainland China in the past , and there were conflicts in the South China Sea . There was also a war in 1979, so it depends on who is in charge and the current situation. General Secretary Nguyen Phu Trong and Prime Minister Pham Minh Chiang, these two are better with China. If it were before, for example, Nguyen Tan Dung or Nguyen Xuan Phuc , they would probably be better with the United States , so this is equivalent to this year and next year. This is an opportunity for mainland China. Mainland China originally wanted to have good relations with neighboring countries in Southeast Asia. It attaches great importance to Vietnam. In fact, it also attaches great importance to the Philippines. However, Marcos seems to be unable to completely decide for himself . However, Vietnam does not have this problem, so because Vietnam originally He wants to bring in Japanese power and wants to build his high-speed railway. However, it has not been completed yet and there is no progress at all, which gives him a headache. So he saw that, for example, the China-Laos Railway and the Jakarta-Bandung Railway in Indonesia were gradually opened to traffic . He would also be anxious , so he wanted to ask whether it should start with the rare earth freight railway. In fact, high-speed rail is more difficult than this , but because the money is too much, because at that time , the estimate proposed by Japan was about 58.7 billion U.S. dollars, which was a lot of money. Frankly speaking, Mainland China is also afraid of the high-speed rail because its construction in Vietnam was not smooth . Frankly speaking, Vietnam is more complicated and there are many anti-China people inside. So Mainland China actually did build it in Hanoi . We encountered some difficulties. The Vietnamese government did not have a good relationship with China at that time , so I think it was because of this that they decided to start with rare earth shipments. Even if Vietnam could extract rare earths, it did not have the refining technology. Almost all of the refining technology was in China. Mainland China has difficulties in transportation, so I think they want to start cooperation from here. There is really a lot of room for mutually beneficial cooperation between the two sides. I think it is not easy for the United States to get involved . For example, can the United States build a railway ? I can’t imagine the United States. Can you help me with mining? I can’t imagine that the United States probably only has money. But if it cooperates with China, it can cooperate in mining, transportation and refining. I’m just talking about how the two sides should discuss this issue. Military cooperation. Part of the military is not. Maybe Vietnam will not cooperate with China's military. It must be looking for the United States to come in. Therefore, Vietnam is a country somewhat similar to India. In fact, it has conflicts with China. And as long as you have been to Vietnam, you will know that I have been to Vietnam 6 times. Historically, Vietnam has In fact, China has a lot of conflicts. They even say that they have a history of 1,000 years of independence movement, so there are some conflicts with China. But its economy has no way, it just depends on China . And even if we see some Taiwanese industries, for example I moved to Vietnam from China , but you can see that in fact many electronic components still have to be purchased from China, so it is more like becoming the hinterland of China's economy . It has not become an independent country. It can be made by itself. It is its people's livelihood. The ability of industrial independence is still limited , so economically we still maintain a good relationship with China , not to mention the South China Sea issue to discuss, so I think the Xi Jinping summit should be held in December. What do you think, Brother Bing, I think Vietnam Whether it is its geographical location or its current development situation , it is certainly the target of China and the United States. This is inevitable . But just now Brother Liang also mentioned Vietnam because of historical factors . I personally think that the two countries will maintain a certain distance. This is inevitable because neither country can fully trust them . You know that China and Vietnam were still at war with each other until the 1980s. It was called two or three rounds of war. Mainland China borrowed This thing is training his army , so he is wary of mainland China. So you see that he is so close to mainland China. All his weapons are from Russia. He will not buy weapons from mainland China because it is too dangerous . You mean you may Why do you keep buying weapons from a country that is at war with it? In the end, the performance of all weapons will be controlled by the other side. Therefore, it is unlikely that it will cooperate with mainland China in the military , but it will definitely cooperate economically because it is too geographically connected to mainland China. If you are too close to him, you will not be able to get rid of the influence of mainland China . So of course, this current government is more pro-China and some cooperation can be negotiated . But you said that the United States wants to grab rare earths from Vietnam and mainland China in Vietnam. I think the United States basically does not have the ability to seize rare earths. Why? Because the United States itself has given up on rare earth- related mining technologies for a long time. They have seen this crisis more than ten years ago , so they have always said that they want to revive their rare earth industry . But why ? It has not been possible in the past year because the United States no longer has the conditions for this. So when you have not established this industry yourself, how do you establish this industry in Vietnam ? It is very difficult to build this industry, let alone the United States. At present, it has its own domestic infrastructure. Maybe you can't help others with infrastructure construction, which Vietnam urgently needs. Why is Vietnam's industry also encountering bottlenecks after it has developed to a certain extent ? So if it doesn't have better infrastructure, will its industry develop? There is no way to advance to the next stage , so this is what Vietnam urgently needs. At present, it seems that the only one in the world that can help it is mainland China . So under this situation, Vietnam will definitely cooperate with mainland China strategically , but this kind of cooperation is not If we are like Pakistan, it is impossible for us to become Pakistan. As for the fact that the United States wants to sell F16 to Vietnam, the news came out half a year ago , but have we really started talking about it now? Because the United States wants to sell it. It has a big problem. The problem is that Vietnam’s economy currently does not have enough money on hand . If it wants to buy American fighter jets, it will be equivalent to building a system from scratch. It will have a lot of things to do. Vietnam currently does not have so much spare money , so the only way is the United States. Financing him But now that the United States has burned both sides with Russia, Ukraine, Israel and Palestine , what spare money does the United States have ? I think this case will probably be discussed for several years . Major General Li, what do you think of Vietnam’s geographical location? Let’s start with this . In fact, Vietnam’s geographical location is very It is important , especially as the mainland gradually becomes stronger in sea power, and its geographical position becomes more and more important. In fact, during the Cold War between the United States and the Soviet Union, you see, at that time, Russia occupied Cam Ranh Bay in Vietnam, and the United States used the Philippines. The two sides of Subic Bend are facing each other. The main purpose of that place is to control the South China Sea. At that time, because China's maritime power was not strong, the United States and Russia did not pay that much attention to the importance of these two places. Later, The United States, the Soviet Union, and Russia both withdrew from these two bases , but now that the Chinese navy has become stronger, it has begun to attach importance to this place. From this perspective , today's G20 summit in September was originally the ASEAN summit. I am very happy to say that I will cooperate with you. If Biden is going to India to attend the G20 summit, I will choose this time to invite you to come and attend our ASEAN summit . But Biden did not go to Vietnam to let ASEAN do this. The national leader is very disappointed . You can see why Biden is going to Vietnam. He hopes to improve relations with Vietnam. I think whether it is economic or military, he hopes to improve cooperation with Vietnam . Especially why he wants Vietnam. Geographically, we can cooperate with the Philippines to control the South China Sea and prevent the expansion of China's military power in the southern areas of mainland China. This is the first and second. But from an economic perspective today, it is equivalent to Vietnam . Sandwiched between the two powers of the United States and China, Wu Wenshang and others have been having a lot of interactions with the mainland in recent times . It is even said that Wang Yi’s visit to Vietnam this time will be followed by arrangements to lay out Xi Jinping’s visit to Vietnam in December. The leaders of the United States and China have been going to Vietnam at the same time less than three months apart . It can be seen that Vietnam is a very important strategic country that the United States and China are actively striving for. But if we look at it from a geographical perspective Now from an economic point of view, Vietnam really cannot break away from China. First, why hasn’t the railway been built yet? Do you know that the railway was built when France was still a country ? It was originally built during the French colonial period. The railways are very old. It turned out to be the North-South Vietnam War, so it had no energy to develop railways . After the North-South Vietnam War, the country was in a relatively backward economic situation and did not have the financial capacity to develop railways , let alone high-speed railways. Now, here comes Speaking of which, China's railways are different in width , so they need to change the width of the rails. If I can build it, I certainly hope to use China's wide-gauge international wide-gauge rails to build the first one and the second one is us. In fact, speaking of Vietnam, although many countries , including big companies like Intel, want to invest in Vietnam , it faces a big difficulty. In addition to insufficient infrastructure and insufficient electricity, the electricity in the north was insufficient. We were not there a while ago. I just saw that because Vietnam is short of electricity in the north , a lot of its electricity needs to be supplied by China. China provides its power supply. Therefore, in this situation, it relies on China and its economic dependence on China is still very necessary. You said that it should be independent of China. I don’t think it’s easy for the United States to be too close to each other. Their own country’s interests should be prioritized over the economy. Let’s take a break and continue the discussion . Is there any hidden concern now? Because Biden’s age has raised questions , but the Democratic Party does not have a plan B to deal with it now. So will it trigger some scuffles within the party ? Party insiders say that if Biden had not decided to give up running in 2024 , but there was no plan B in the Democratic Party, it would have been chaotic to suddenly find someone to replace him as the leader of the party . There was an intra-party war , and when Biden did something, Tesla CEO Musk said he would not vote for him. Musk once revealed that he would vote for Biden in 2020 , but Biden The relationship between the two has not been good since he took office. Musk has already stated that he will not vote for Biden this time. After Biden takes office in 2021, he will hold an electric vehicle summit at the White House. Guests include senior executives from General Motors and Ford , but only Tesla. This incident obviously makes Musk still brooding , so he also saw this Fox News and said that he was asked by reporters why he couldn't ask questions. Now their own White House spokesperson is actually in a very tense situation. Why did the White House spokesperson still interrupt? The briefing left angrily. Let's see what happened. If this scene had happened in Taiwan, it would have been big news. The White House spokesperson left the scene directly. The reporter was actually very dumbfounded. Then he saw that if the United States was excluded from the global supply chain, what would happen? What is the situation now? Now the global supply chain dispute has created a new Chinese-dominated camp. Does the United States now mean that it is excluded? Biden established the White House version of the Supply Chain Resilience Committee and announced 30 new measures to strengthen the U.S. economy. As well as the supply chain that is crucial to national security, the first China Chain Expo has been held in Beijing from November 28 to December 2. It has demonstrated the self-sustainability of China's manufacturing industry and sent a message that China is still the first choice for manufacturing. So what does this mean? It is a strong message that China has taken the initiative to replace defense with offense . It can be seen that the general discussion of new opportunities for China's economy is that this chain expo has expanded. New opportunities for Sino-foreign cooperation. Therefore, this exhibition has attracted 515 Chinese and foreign media to actively participate in the exhibition and purchase , including some companies from the United States. Although the United States continues to advocate the de-risking of these supply chains , more than 130 people participated. These companies include companies from China, the United States , and even Amazon, Apple, Tesla, Intel, HP, etc. In fact, they all participated in the second supply chain expo because the first one has just ended. The second supply chain expo already has 50 Chinese and foreign companies. Registration has already started. Related companies including GE Medical China Electronics Sinopharm and iFlytek TCL have shown their willingness to participate in the second chain expo. Now the Hong Kong media has pointed out that if the supply chain moves out of China The U.S. will lose more than it loses . What's the main reason? He said that moving outside of China now may not enhance the resilience of supply chains because Southeast Asian countries continue to rely on China. The resulting supply chains are likely to become more complex and disrupted. Now these supply chains will be If we move out of China, these total production costs may be higher. Companies will focus on recovering these additional costs, so the prices for consumers will rise accordingly. Secondly, when it comes to the part where it is difficult for the United States to suppress electric vehicles like China's, bye. The Biden administration has issued a new directive that will limit tax credits for Chinese batteries . The main reason is that Biden will restrict Chinese content in batteries that qualify for electric vehicle tax credits starting next year. The foreign entity rules that have attracted attention will be Finished batteries will take effect in 2024, and key minerals used to produce batteries will take effect in 2025. So Biden’s dilemma now is how much the electric vehicle industry should spend to de-China . There are companies now in 2 A factory was set up in Texas two years ago . It is the only factory in North America that produces ultra-pure ethylene carbonate. However, with the mass production of this chemical in China, the market price has plummeted from US$4,000 per ton to US$700 per ton. Therefore, Biden's electric vehicle policy will determine whether companies can buy cheap components from China or even have to buy more expensive products from companies like Huntsman and American companies . On the other hand, we can see that China may now try its best to beckon. Related to the Double B of companies in the United States or abroad, Mercedes-Benz and BMW are now teaming up with China to build charging stations. The goal is to complete at least 1,000 fast-charging stations by 2026. What about BMW and Mercedes-Benz’s joint venture to build charging stations in China ? This network project is expected to have its first site in China in 2024. Now part of Huawei, Huawei's automotive division has a valuation of over 1 trillion , so the Chinese are really too strong in electric cars now. This report pointed out that the United States is currently spending 16.4 billion US dollars to renovate the railway. This railway will move from the original railway route of the Northeast Corridor in the United States to Boston and finally to the Washington section. However, experts have estimated that this railway It will cost 16.4 billion US dollars to complete the renovation , which means there is still a long way to go. Let’s talk about it first. Let’s ask Brother Liang, what do you think? There is no Plan B in Biden and the Democratic Party, so what should we do ? No, there is no Plan B. It’s Biden. Don't let people have plans because Biden insists on electing you to make plans if you dare. And he is far ahead in the polls now because no one else intends to run. For example, Newsom, the governor of California , has never expressed his intention. He is only 10 in the polls to run , so what should you do ? So Biden insists on running, so frankly speaking, unless people in the Democratic Party really can't stand it in February or March next year, for example, if Biden talks nonsense and what is his mental state, this must be decided by the Democratic Party. The governor and these important members of Congress came out to speak , but there is no time yet , because it will be some time before the election next November. So I think the Democratic Party really has to make a painful decision , because Biden really said the wrong thing and admitted the wrong person. The frequency of speech is getting higher and higher , and the frequency of speaking unclearly and unclearly is also getting higher and higher . Frankly speaking, if he is elected as the next term, he will have to be 84 years old. This is too scary. Handing over the most powerful country in the world to an 80-year-old At the age of 84 , I think that frankly speaking, some media have simply said that the Democratic Party is irresponsible. So it will be clearer in February or March next year, so I don’t think they will be helpless on this issue. In addition, it is the supply In fact, mainland China probably held the first supply chain event in Beijing after holding the Import Expo in Shanghai this year . I think he probably saw it because his industrial products have all-round manufacturing capabilities and he wants to invite international companies. Let’s talk to him about the number of manufacturers that went to the United States this time , about 20 or so. This is just different from your expectations. The supply chain created by the White House is to contain China. It just wants to establish its own independent supply. This is the main project. Semiconductors and APIs. He needs to build APIs first. Now he is stuck by China. Frankly speaking, there is no way to deal with semiconductors for a while. Of course, Taiwan has not been encouraging Taiwan recently, so TSMC has been under pressure. When it comes to overseas deployment , I think the United States may kill itself if it wants to build a supply chain because American products are too expensive. So for example, the electric vehicle project you just mentioned, the components of electric vehicles, no one in the world will compete with the United States. It’s too expensive to buy . For example, as soon as you mentioned it, the price suddenly dropped from several thousand to 4,000 to 700. How can you do this ? Moreover, the entire supply chain of electric vehicles in mainland China has been fully integrated. So I think there is no way for the United States to do this forcefully. This is done by people who are completely political. Then you will kill yourself. General Li, what do you think? The news published by the Economic Daily this morning is actually very troublesome for the United States now . If Biden If there is no way to choose, Trump is already saying that as soon as he is elected, he will immediately launch IPEF. We all know that at the beginning, the United States had a TPP, an economic and trade association for the trans-Pacific , and then he withdrew as soon as Trump was elected. If they don’t participate , Japan will take over and create the CPTPP. Then after Biden was elected, he felt that the United States cannot do without the influence of the Asia-Pacific region, so he established an IPEF. Now Trump has shouted out this morning’s news , saying that if he is elected If so, he will also withdraw from IPEF. So I think the United States is becoming more and more chaotic in its own country. Is it really a country that can be trusted? Because in terms of its future national policies, we can’t tell what you are doing in economy, trade or the international community. In terms of strategy or national security, we don’t know what route you want to take, right? Suddenly Trump, then Biden , and then Biden is so old, right? He may not be able to run , and then Trump is equivalent to saying yes. We don’t know what a madman will do. When it comes to supply chain, I think the mainland is hosting this supply chain expo this time . In fact, he is challenging the United States because the United States has been talking about what we heard him say before . The first one is to decouple and remove risks . Maybe he has now admitted that there is no way to decouple , but he still wants to take risks. So this expo , the supply chain expo, is to tell the United States to show its strength in its supply chain and ask whether you want it. Come with me, do you want to risk the whole thing ? We saw what he showed at the expo this time . The first one is to challenge the United States, right? It means whether you want to break away from the supply chain. Secondly , you can see that the things he exhibited are very wide . From agriculture to finance , in fact, the most important thing is its manufacturing supply chain . It can be said to be very complete. The entire exhibition shows its manufacturing part. In fact, in China, this is a very complete thing. Secondly, I think it is the most complete. It is said that it is high-end . In terms of the items on display in the supply chain, it is slowly progressing towards high-end. It is very troublesome for the United States now. He himself said that they want to be made in the United States, right? Everything must be made in the United States , including one The question about screws is that if you just make this screw, is it cheaper to do it in China or to return to the United States to produce it ? Your workers’ labor costs are so expensive, so what Brother Liang just said is correct. If you want to go back to the United States, then If your supply chains have to go back to the United States, you will inflict a lot of harm on yourself. So I think the United States is talking about this. Although it is fighting Taiwan again this time, it has a resilient supply chain , but this supply chain Generally speaking, I think China has still demonstrated its strength, whether it is in the financial industry or agriculture. Its supply chain has stable responsibilities and obligations for the world . This place is ice. What do you think? I think the biggest problem with Biden is that if you replace Biden with the Democratic Party, now the other people in their party actually have worse reputation than Biden and lower support than him. No one can change him, so this is The question is, what are the young people in the Democratic Party doing ? Why do you let an old man have the highest support? Isn't this a strange thing? What's even more funny is that the Republican man is 3 years younger than him, and Trump is only 3 years younger than him. So the future of the United States is almost destined to be dominated by the old. Trump is far ahead of the young, so that's what happens to the entire Democratic and Republican parties. Why are the old men stronger ? So I think this is the strangest thing in the United States now. As for the question, the United States now wants to strengthen its own infrastructure in all aspects , and on the other hand, it wants to contain mainland China all over the world. I personally think that the United States itself must first consider clearly what problems are happening within its own country . For example, Biden said that it is going to destroy it now. 16.4 billion to rebuild and renovate the railways in the United States and North America. You see, it seems to everyone that it now has 800,000 passengers per day. It seems like a lot, right? It’s very few. Do you know why? Because you know that the average daily transportation volume of our Taipei MRT is Northern Express. 1.9 million , so its transportation capacity is very small. You know , because it is so bad that no one wants to take it. He also said that it is a long way to go , so obviously taking the train in the United States is actually very uneconomical because they other It saves money if you use a big highway, but the trains are very slow and the equipment inside is shabby. In fact, it is really only people who happen to live along the railway who can take the American railways that others cannot take. The real function of the American railways They are helping them transport goods. They transport a lot of goods , chemical fuels, and so on. So their trains are very, very long for one section and then slow down... It goes by like this, so the American railways need to change . You said that it will catch up with China, France, and Japan in the future. The country will not catch up because its form is fundamentally different. In fact, the United States mainly relies on roads and planes because their air tickets are very cheap. Therefore, many people in the United States would rather take a plane if it is really a long distance. Let's take a look at China. What is the mainland doing to pave the way for Xi Jinping’s visit to Vietnam ? Last week we were talking about the possibility that Xi Jinping will visit Vietnam first. Now it seems that is the case. After Wang Yi’s visit, he announced that Vietnam expects China to accelerate its opening up to Vietnam’s agricultural products and increase investment in railway connectivity between the two countries. These issues may be the focus of discussion during Xi Jinping’s next visit , and may also be good news for both parties. Wang Yi said that China will help Vietnam as a priority in its peripheral diplomacy. Reuters reported that going to Vietnam has an important task. For China, it is rare earths. There is a railway that passes through the rare earth producing areas. The China -Vietnam Railway needs to be built , and this rare earth is important to mainland China. How important it is that China and the United States are in mutual containment and war in science and technology . Rare earths are now one of the important means used by mainland China to counter the United States. Therefore, it is very important to have a dominant position in this industrial chain . China is obviously targeting it . It is very important to know the rare earth reserves in Vietnam from the upstream. Data from the US Geological Survey shows that China has 44 million tons of rare earths . This reserve accounts for 34% of the world. And Vietnam has the second largest reserve in the world, about 2,000 tons. A ratio of 10,000 tons is 34%. A 20 million tons is equal to plus one plus. Can we find a way to get rid of the United States ? Does it want to get rid of its dependence on China's rare earths? It also has to turn its target to Vietnam to think about China being the first to deal with it . So China and Vietnam The Coast Guard also conducted the second joint patrol in the Beibu Gulf this year . The mainland said that this was a model for cooperation in the South China Sea. Conflicts in the South China Sea have been frequent recently , so everyone has their own direction. Among them, the Philippines launched the Thitu Island. The largest maritime outpost in the South China Sea was announced on Friday. This three-story maritime outpost is equipped with advanced radar technology and automatic detection . Of course, it is all aimed at the possibility that the United States will also send aircraft carriers to mainland China. We went to exercises with Japan and patrolled the South China Sea with Australia, so the US Navy's Carl Vinson aircraft carrier strike group was also conducting tactical training with the Japanese Maritime Self-Defense Force in the East China Sea, the Philippine Sea, and two littoral combat ships of the United States were jointly patrolling in the South China Sea . This is a In particular, AUKUS, the United States, Britain and Australia, jointly announced that they would use AI to track Chinese submarines. This was announced by the joint defense ministers of the United States, Britain and Australia. The U.S. military will use AI intelligent detection when performing missions in the Pacific in the future. It means that you have nothing to do. Is there nothing to hide? But the Pentagon also confirmed that China's new guided missile nuclear submarine has been launched. So compared to Australia's AUKUS, this nuclear submarine has not yet been revealed. At that time, it was not for procurement, which caused a lot of controversy and conflict. I was unhappy. But there is obviously a significant gap in progress . So the relationship between Southeast Asian countries and mainland China currently seems to be trying to find ways to get closer to China and cooperate. Among them, Thailand and Bangkok are planning to purchase high-cost warships from China. It is a wake-up call. Why was the China-Thailand submarine deal interrupted in 2017 because China could not obtain diesel engines from Germany ? But now it is different. There is a new deal. Thailand plans to spend US$480 million to increase its fleet of seven frigates. It is provided by China , so it is obvious that China's ability to export military equipment has become higher and higher . Malaysia has also invited Xi Jinping to visit. In addition to Vietnam, Malaysia is also eager to invite. Why? Because he is seeking to increase the number of mainland tourists , hoping that he can In addition to the visa-free invitation, which attracts 5 million people a year, it also seeks more investment from China. Such actions by the pro-American Prime Minister Anwar Anwar of Malaysia have attracted attention. In the past, not all of them particularly wanted to have relatively good relations with the United States. A pro-American label is better. Recently, it is obvious that China’s influence in Southeast Asia is growing, so it has received more support from Chinese voters. After his first visit to China in September, has he expressed goodwill towards mainland China? General Shuai is watching Look at the AI in this regional balance. Of course, various military equipment are constantly added to the South China Sea. There is always an atmosphere of possible conflict at any time . If you print out this map of Vietnam, Vietnam is the country with the longest coastline in the Indochina Peninsula. Right, it happens to be opposite the Philippine Islands, which is also very long. Below is Malaysia. Malaysia is a knot of Malaysia to mainland China , because China's shipping must pass through the Strait of Malacca , which becomes a very narrow bottle mouth of the United States. The strategy certainly hopes that the Philippines and Vietnam can serve as the first locks in the South China Sea . The United States also has a lot of investment in Vietnam, so it wants to attack Vietnam first and then instigate the Philippines. If the Clark Base in the Philippines and Cam Ranh Bay in Vietnam are blocked If the United States uses it , its blockade force in the South China Sea will be relatively strong. Therefore, facing this threat, mainland China is now working very hard on Vietnam's diplomacy. It wants to build railways and conduct cooperative military exercises in Vietnam. This is how China and the United States are pulling each other. What is the trick for the United States to poach corners ? Because the Republic of China gave up a few segments of the eleven-dash line to Vietnam , leaving only a nine-dash line. Vietnam is also building islands because of these segments . Do you know that Vietnam is building islands ? There are more islands than the CCP built in the South China Sea. Why build islands ? Because the South China Sea contains natural gas , oil, and seabed minerals. The surrounding countries are very rich. When the country was weak, no one dared to say anything during the 11th period of the Republic of China. Now everyone wants to share it. This resource is why mainland China has been unable to sign the Code of Action in the South China Sea. This is with Vietnam. With the Philippines, Malaysia, and Indonesia, countries that have the right to claim economic mining rights and mining rights, the profits have not yet been negotiated. Cooperation and development have not been negotiated, so the United States has to start here to knock off the Philippines and Vietnam. In this regard , it is more confident in containing mainland China , but the current situation seems to have ignored Vietnam. Vietnam also has grievances with you and the United States. Vietnam has been fighting for so long. Has Vietnam also fought with China? But Vietnam also receives support from China. After the Vietnam War , everyone in the audience didn’t know that the Ho Chi Minh Trail is not as small as the Elephant Mountain Hiking Trail, only 100 miles wide. There are many trails deep in the mountains and forests. Otherwise, how would the Viet Cong be able to defeat the United States? So this is a kind Vietnam border. Conflicts are grievances. There are economic conflicts at sea now, but everyone ignores that economic conflicts can be shared to resolve grievances. In terms of conflict, the war is over, but there is something deeply rooted. Perhaps the audience does not know the Chinese culture in Vietnam. It ’s true. I’ve been there. I went to Hanoi to see its Confucius Temple, which is bigger than the Confucius Temple in Taiwan . The Vietnamese themselves don’t recognize the words on their door stickers . The proportion of Chinese is also very high . And I gave a lecture on Vietnam in Hanoi. People also celebrate the Mid-Autumn Festival. They also burn paper on the first and fifteenth day of the Lunar New Year . They also burn paper on the first and fifteenth day of the Lunar New Year... The Caotai Opera in the countryside is the Vietnamese version of Chinese Peking Opera. The North Vietnamese look very similar to Hanoi. I have been there twice . The real Chinese culture is The French culture over there only has bread, buildings , and a cup of coffee , because I think French food is very cheap and not the same. The bread is very similar to bread , so if you look at this potential national complex , there are two. The Marxist government is a good friend of this comrade, who is the key point. Therefore , it may be difficult for the United States to dig this. Therefore, looking at the great power game between China and the United States, it is now pulling a stake in your territory, just like our elections. Go to your territory to pull a stake . My territory is lira. Why don’t mainland China dig outside? Dig in South America, right? Dig in Africa. Dig in the Middle East. So in the diplomatic battle, it seems that the United States does not take much advantage because the countries being poached are all very rich countries in the Middle East. So this In fact , the United States can also mine oil, so this is what this great power game is all about. Professor Yuan, of course, comes from the most basic technological war between China and the United States . He wants to interrupt China’s chip supply chain or counterattack China’s rare earths. Now Vietnam’s military strategists must fight to eliminate them. Beyond the shipping route is this rare earth. I want to make it clear first that economics and diplomacy all have basic principles. Mr. Wu was next to me just now. They also have principles when doing diplomacy. This diplomacy is about realism . Ji Xingji just passed away. All the diplomatic words he proposes in the future will basically focus on the interests of each country, so you must not make a mistake . If Vietnam is now the issue of the South China Sea, the United States will ignore other countries and just pull Vietnam and the Philippines. If the Philippines cooperates better, the former colony Vietnam is unlikely to cooperate so well. The main reason, as our general just explained, is because in its own words , its minerals, because these minerals are all about reserves, you still have to dig them out. You have to refine it. I told you about the rare earths very early. If you have to mine a house as big as ours, it will be difficult to extract 500 grams, right? So if you are in the whole process, everyone knows the country. Where are the benefits? Do you know which ones can be used in Vietnam? The high-speed rail cooperation with Japan is not like India. After more than ten kilometers , there is no whereabouts. Now, it turns out that it is very behind the Southeast Asian country Laos. Or we call the high-speed rail in Vientiane, Laos, to Thailand, and then to Singapore. So I feel that this is strength and it is beneficial to the country's economic development . In this case, Southeast Asian countries have seen this, and they know very well who they will cooperate with. There will be high-speed rail, and with whom they will cooperate. You will always hear the sound of the stairs , but no one will come down. Everyone knows very well that this is a practical benefit , so in this case, you can obviously It can be seen that Thailand itself has turned to Thailand. As for these countries themselves, they have navies. In all aspects, they have to show their appearance. In addition, they must be able to protect their own interests. Whoever is cheaper and who is more convenient? I must emphasize that China as a whole is facing Southeast Asia. The question is not polite. Why is it because of the geographical relationship ? It would be very difficult for the United States to get a ship from Guam, San Francisco or Honolulu. Over here, the United States has the Monroe Doctrine towards the Americas. The United States is the Americas. I am here. I have decided that China does not have this idea. Of course, I must be honest. In the entire development process so far, because the places are very close, there are many countries here. I would like to mention Malaysia. Malaysia is very, very special because the mainland has given six We know very well that this is because fewer foreigners are coming. However , most of these six countries are European countries. Malaysia actually responded with a 30-day visa exemption in just three days . The words in this are very important to Anwar because it turned out that Mahathir had put Anwar on a very unbearable charge. He has been frozen for a long time , leaving him without any room for development. In fact, Anwar's performance recently is completely on the side of China and Palestine. Anwar, a Malaysian Muslim, has nothing to say when he stands with Palestine. But every word of Anwar's words in Malaysia The feeling is exactly the same as that of China in the United Nations. So this time, everyone should actually notice that the performance of the entire Southeast Asian countries in the United Nations is completely supportive of China's position. This point is very important because the mainland itself shows in the region. When it comes to the issue of the South China Sea, which is the style of a great power , the mainland has proposed a code of conduct for the South China Sea. The most important content of the code of conduct for the South China Sea is to share interests and develop together. It ’s just about sovereignty. You have to respect it a little bit. What’s the problem? Professor, it’s true that the geography of the South China Sea region is Of course politics affects all kinds of local cooperation and competition , but as the professor said, everyone focuses on their own national interests. But except for Taiwan, which has different standards, everyone’s standards are actually very clear. Don’t forget that in the history of Southeast Asia, They used to be anti-communist and they were very afraid of the expansion of the Communist Party, so we talked about the emergence of SITO. But what we need to know is that in fact, they have a concept in Southeast Asia. The first is that they are ten countries of regional integration. They later integrated very well. The second They have something called ASEAN Centrality. The Asian Centrality of ASEAN means that if you want to join, you can please respect our sovereignty and not interfere in ASEAN affairs. And the most important thing is that they hope that when the powerful come, everyone will come together, so the United States and China If you want to compete, you can come here and please abide by our rules. This is their very clear norm. So why do we talk about hedging when we talk about ASEAN ? Because they want to avoid risks. What is risk aversion ? They don’t put all their eggs in one place . If Southeast Asia uses baskets for hedging , don’t put all your eggs in the same basket. Of course, the powers that be know that they will never force you to choose a side, because if you force any country to choose a side, no one will care about you . You have to force the Philippines to say that you want security to rely on our economy. You want to rely on China. You have to force Vietnam to say that although your government is very pro-China, good brothers and the Communist Party , there will be anti-China sentiment among the people. It is impossible for anyone to divide them. So mainland China is very smart. When it comes to the South China Sea issue or the Southeast Asia issue, it actually uses both hands. We talk about sticks and carrots going together. Why , if audience friends still remember, there is actually the Scarborough Shoal incident or the Oxbow Reef confrontation on the South China Sea issue. Either in 2012 or in 2021, the confrontation will of course cause Southeast Asian countries and mainland China to be a little unhappy. But in fact, don’t forget that when Xi was in power, he also used a lot of the radish we talked about. For example, CNOOC China In the joint natural gas mining grouper contract between the Offshore Oil Company and the Philippine National Petroleum Corporation, they gave the grouper fry to the Philippines and sent them back after raising them . They also reduced the subsidy for deep-sea fishing and the subsidy for fishing boats so that Chinese distant-water fishing boats would not go there. The most important thing about operating in Philippine waters is that fishermen from Hainan Island are prohibited from cross-border fishing for clam shells and sea turtles. These are the so- called carrot policies of mainland China that we are very clear about, so let’s take a look at them all together. U.S.-China relations. In addition to external cliques and confrontations, does the U.S. really have a way to completely contain China or completely confront it? Obviously, it cannot get rid of China. This can be discovered by some phenomena. For example , the new guidance issued by the Biden administration says that starting in 2024, any foreign entity of concern that produces or assembles battery materials for electric vehicles will no longer be eligible for tax credits, which covers Chinese companies, so it includes the United States. The company's subsidiaries, Chinese state-owned enterprises, hold 25% or more of the companies, etc. They all restrict the tax credits for Chinese battery parts. In fact, the new standard for subsidies for American electric vehicles is still that Chinese suppliers have to help them reserve some space. There is no way. These new regulations that completely disconnect may allow other companies to arrange technology licensing with Chinese companies . This is the electric vehicle that they most want to disconnect. One important thing is also the chip . Is it possible that there may be some new breakthroughs in the supply chain that can be relaxed? What is the possibility? Musk said that Tesla would be number one among the top ten car companies in the future. Of course, he was very arrogant and emphasized that I am the best and number one , and then everything after that will be China . But the global supply chain will find a way. The United States will cut off China’s supply chain. However, mainland China has organized a China-led camp called the Supply Chain Promotion Expo. We discussed it several times on the program. This is the first time I heard such a name. The China International Supply Chain Promotion Expo was held in Beijing. Beijing has entered the final stage of preparations for its conclusion. It turns out that it is ironic that many of the participating manufacturers are American manufacturers , and this concept emphasizes the first choice of manufacturing so that the supply chain can remain as smooth as possible and resist the containment of the United States . Look at the past, after the risk has been removed, the United States How many manufacturers are participating? Of the more than 130 foreign companies, 20% are American, including Amazon, Apple , Intel, etc. HP all have senior representatives participating , and they enthusiastically expressed that they still need Chinese supply chains. It is a way for people to communicate freely , and there is a new one, Pinduoduo. This Chinese e-commerce company is said to have surpassed Alibaba's listing price in the United States. The price has soared to a new high. When the market closed in the early morning of December 1, Pinduoduo's market value was officially It surpassed Alibaba and became the number one market value of Chinese concept stocks in the United States. Even the World Cup was about to start again. During the Super Bowl, many ads were bought. People clicked on them for the first time on Thanksgiving. Why did it do this that they didn’t intend to spend money on ? The reason why it has such high performance and market share is because it is cheap . It is too cheap for Americans to live without. In fact, this is also a very important key to balancing prices in the United States . Competition between China and the United States has not stopped from the earth to space. What is going on ? The United States has spent US$16.4 billion to renovate railways , but experts say there is still a long way to go , because when comparing the progress of this infrastructure, the United States is really lagging behind. Biden announced in early November that he would spend US$16.4 billion to improve the railways. Railway lines such as the Northeast Corridor, the busiest , are still far away. Experts believe that the United States still has a long way to go before it can catch up with France, Japan and even other medium-sized countries in terms of popularizing high-speed rail and trains. For example, the world's longest The 2,300-kilometer Bao-Hai high-speed railway has already passed through north and south China and is expected to be opened to traffic in 2025. The Shenjiang Railway in the Guangdong-Hong Kong-Macao Greater Bay Area passes through a 115-meter deep sea underground and is expected to be completed in 2028. The Tianshan Shengli Tunnel, the world's longest road tunnel, is 22 kilometers long. It is expected to be completed and opened to traffic in 2025 because this is a very difficult route. But regarding space, NASA has a document reported by the media, which reveals its intention and willingness to cooperate with China's aerospace industry because the United States will The Wolf Clause prohibits space cooperation between China and the United States. Didn’t the American flag be torn down during the last space war? However, an internal NASA email on November 29 found that in order to allow researchers to apply for research The lunar soil sample collected by Chang'e 5 in 2020 has applied to Congress in the hope of cooperation with China. Because such unique sample value comes from China, NASA has not taken such a lunar area. If NASA also obtains a cooperation sample applied by the U.S. Congress If this is the case , it may be the first such cooperation project outside of the fierce competition between the space agencies of China and the United States. It has spanned half a century. NASA's new lunar lander will land on the moon on January 25 next year, which is also Christmas this year. Before and after the holidays, ULA's new launch vehicle Vulcan is about to perform its first launch. This is also the first time in half a century that the United States is trying to return to the lunar surface. Is this rush to catch up also because of the space competition with China? Professor , in fact, let's look at this mainland China. The infrastructure is really great. Take the light railway. The so-called Shenjiang Railway is under the sea. It is a railway from Shenzhen to Jiangmen in Guangdong Province . The total length is about 116 kilometers and the maximum speed can be 250 kilometers per hour. Of course, this is China's Eight Horizontal Eight. Of course, we have to look at the most important paragraph in it . It actually brings a lot of economic benefits to the Guangdong-Hong Kong-Macao Greater Bay Area. In fact, audience friends, what is the Guangdong-Hong Kong-Macao Greater Bay Area? We often hear that it actually includes Guangzhou and Shenzhen are two first-level cities , and there are also seven local cities , including Hong Kong and Macau. In addition to the city, you need to have infrastructure. So we are familiar with it. It was Xi Jinping in October 2018. Those who went to cut the ribbon, we know that this so-called bridge in the Guangdong-Hong Kong-Macao Bay Area is open to traffic. You can take a bus directly from Hong Kong to Zhuhai and Macau . Of course, it is not only this. They have built another one in the middle called Shenzhen- Zhongshan Channel, which runs from Shenzhen to Zhongshan , Guangdong. Zhongshan is the former residence of our founding fathers. Zhongshan in Xiangshan County also has a channel built under the sea. So you have to look at the entire Guangdong-Hong Kong-Macao Greater Bay Area . It is a fan-shaped geographical location , but there are different so-called railways and highways in the middle. When it is connected, it is actually very similar to the so-called Silicon Valley we are looking at . We talk about the San Francisco Bay Area and its concept of bridges or the concept of Tokyo Bay Area. In the future, the Guangdong-Hong Kong-Macao Greater Bay Area has a population of about 70,000 to 80 million. Its GDP is the highest in China. In the future, after this place recovers from the epidemic, its overall development will be very impressive. By comparison, Biden will spend 16 billion US dollars to build the railway in the east. In fact, the railway construction in the United States has been for them. I don’t want to use the word “criticism” to think about why Americans have not built complete railways. In fact, they have a saying that their highway system is too developed, so people will choose to drive quickly, otherwise it is their domestic aviation system. The lines are very developed , so when people want to choose transportation, they rarely choose their railways. Why do they choose railways for sightseeing ? Sit there slowly, sit right, slowly, and look at the mountains and the sea , which is why it has such substantial benefits. In the United States, when they see the construction of high-speed rail and railway construction in mainland China , they also want to learn from it. However, the biggest problem they encounter is that land acquisition is not easy . In terms of land acquisition , it takes too much time and energy to build new railways . This is also the case if the United States wants to learn from mainland China’s high-speed rail in the future, for example, in Guizhou If you look at a cave, three high-speed trains can pass through it at the same time . It is a very powerful industrial project . Of course, if the United States wants to strengthen its railways, it must first start with land expropriation and various laws between states. There are too many norm conflicts. I’ll take a break and be back soon. It’s attracted a lot of attention from everyone. I would like to say that it’s the first time someone has come to hold a supply chain expo . Of course, it’s to confront the U.S.’s blockade of it. This is very The important thing is that you have to look at the two expos together. One is the Import Expo, which has been held for six times, and the other is called the International Supply Chain Promotion Expo held in Beijing. So far, the two mainlands are really facing an export. Then there is the issue of investment and consumption . The most important thing is that exports account for a very large proportion in mainland China . Mainlanders are generally very confident in their export capabilities. Basically, the United States is leading Western countries to increase tariffs indiscriminately. As a result, others have stopped moving forward. When they stopped moving forward, the mainland first showed goodwill. I want to share with you what is called the Import Expo. I have never heard of it because everyone thinks that their own market is their own rights and interests. How can I share the Import Expo with you? I mean, if you have something to sell me, I will take a look. I have been to the CIIE twice. It is indeed a very rich selection of products ... and generally speaking, your company does not have it. It has reached a certain scale , so we are relatively unknown in Taiwan because the scale of our company in Taiwan is not very big. If you look at it again, it is true that I say this. Sorry, because you saw me at the CIIE, even the foreign ones. Small aircraft companies will be involved in everything . This can be understood because you have to import , and this is a promotion expo where everyone can understand the supply chain. It means that we need to understand the mobile phone in front of us , which involves tens of thousands of supply chains, right? Whether it’s the computer you use at home, the laptop you use , or the kind of electronic products you use, there are many things involved in the supply chain. Every link is a cost-saving consideration. If the mainland is confident, it will tell you that you are now It's okay to suppress tariffs on the entire product, but you have to understand every detail. Let me help you figure out how much money you can save by using Chinese products and products from the Chinese supply chain . This is It’s very important because first of all , mainland China is really cheap and has good quality. We have the same culture and race . We know each other very well. In the past, in Taiwan, the boss would just carry a bag around and basically use human power to gain experience and tell you what you want to buy . For this part , if you want to build this toilet, that pipe is very good , very good, and very cheap. This is the same principle. If the mainland now holds this kind of expo, you will be asked to do it. But the scale is larger and the one is more important, so the United States Many important manufacturers will rush to participate because the supply chain is equivalent to cooperating with you to avoid tariffs. There are many details, and there are some things that can be exempted from sanctions . In this case, this is actually said. It is also a new method thought up by mainland China, but it will also develop in the future . As for many other parts , because of the new energy vehicles currently produced in mainland China, Musk’s teachings about new energy vehicles, I recommend that you go to all stores in mainland China. They don't sell cosmetics , they just sell new energy vehicles. If you go and take a look, you're really stupid if you don't take a look. It's so booming. Let's take a break and come back soon. It's still full, which even the United States feels shocked. For example, whether it is the Shenjiang Railway just mentioned or the Tianshan Shengli Tunnel, the longest road tunnel in the world , think about it. From our growth to now, our impression of Xinjiang is that it is too inconvenient. I used to want to visit Xinjiang and the travel agency put that itinerary When I looked at the watch, I didn’t want to go. It takes 6 and 8 hours to pull a cart. It’s not like getting up early and being in the dark. What are you looking at? In recent years, airlines have become very developed. Every city has an airport. Now it’s even more powerful. It can dig the Tianshan Mountains through the infrastructure of mainland China. You can see that on the coast, there are currently undersea tunnels and elevated roads in the mountains to reach such a big target as the Tianshan Mountains . The excavator designed to go through it is even bigger . It looks like a diving machine from a distance. Like a boat , it was dug from the front to the back, unearthed and consolidated in one go. Therefore, the development of Xinjiang today far exceeds the imagination of our people. Isn’t there a lot of desert in Xinjiang? Now there are actually marine fish in the desert because they scientifically said that Xinjiang used to be in ancient times. The basin bottom of the seabed , so the soil under the Xinjiang desert is very salty . Today, water was diverted to Xinjiang and it turned into sea water . Now it has salmon , crabs and prawns. Can you imagine? Lobsters are also raised.
