頗懷疑這時候放出金融穩定法風聲,是為了接下來的違約潮與更嚴苛的資金管制做準備。前者可能是不認帳或轉移損失,後者可能是將各方面資金限制檯面化降低流動。

"中國銀行央行副行長劉桂平也在3月的1篇文章敦促改革,他指出,中國的金融規則過於分散,可以借鑑美國的《多德—弗蘭克法案》及其他主要經濟體的金融改革經驗。劉桂平認為,中國需要一致的金融穩定法。

劉桂平已向全國人大呈交提案,並建議在條件成熟時盡快出台。但北京威諾律師事務所合夥人Yang Zhaoquan指出,完成這項法案可能得花上3到5年的時間,他稱,由於風險事件接連出現,不僅損害市場,還波及金融及社會穩定性,因此迫切需要更多且強大法律工具。

《彭博》指出,像共產黨這樣執著於「掌控」的政府,在監管金融機構的行為似乎不太一致,一方面是疏忽對華融的監管,導致該公司爆發財務危機,一方面卻又警告像螞蟻集團這樣的公司影響力過大。"

ec.ltn.com.tw/article/breaking

中國的私人上市企業國有化早已開始:

“中國《21經濟網》報導,從數據上看,中國國有資本瘋狂掃貨A股上市公司股權,主要是地方國資,控制權易主成國資的統計(已完成過戶),2018年有16家、2019年34家從民企業變國企,而2019年更佔當年民企易手數量的6成,2020年有40家,佔易手民企的51.95%。”

“這些國資在取得控制權後,就會透過協議轉讓及表決權委託的形式,公司控制權轉移到各地政府手上。

這些上市公司控制人易主給國資,幾乎都是大股東「甩賣」資產,而國資「撿漏」成老為老闆,不過,其中的背景之一是,2018年IPO審核從嚴,逼得民企只能四處融資或引進新的資金,產生「國資紓困潮」,一堆民營公司「被易手」成國資公司,2019年不止融資更嚴,且經濟下行壓力加大,民企流動性危機加劇,致使控制權易手數量再創新高。”

ec.ltn.com.tw/article/breaking

WSJ關注孫大午案並對審判做了報導:

[“Is it dangerous when private businesses grow big? Is it not dangerous when state-run enterprises grow big?” Mr. Sun told the court on Wednesday, according to a transcript provided by the defense team. “I really hope that Dawu Group’s experience can let President Xi know that the implementation of socialism can work and can withstand examination from everyone.”

In his statement, Mr. Sun sought leniency for his company. “It’d be best for me to admit guilt and wrongdoing, for me to bear the burden,” he was quoted as saying. After the verdict was announced, Mr. Sun told his lawyer that he wants to appeal against his conviction, according to the defense team.]

wsj.com/articles/outspoken-chi

BBC和美聯社也沒漏掉孫大午案:

"Other charges against him include illegally occupying farmland, assembling a crowd to attack state agencies and obstructing government workers from performing their duties. He was also fined 3.11 million yuan ($478,697; £343,227).

Sun's company is among China's biggest, with businesses ranging from meat processing and pet food to schools and hospitals.

He was reportedly detained last year, along with 20 relatives and business associates, over a land dispute with a government-run farm.

At the time, he said dozens of his employees were injured in an incident with police related to the dispute, according to an AFP report."

bbc.com/news/world-asia-china-

WSJ分析則認為中國政府評判製造業優於網路業:

[ But in the view of Chinese leaders, consumer internet companies inflict costs on society that aren’t reflected in private market values. Companies such as Ant threaten the stability of the financial system, online education feeds social anxiety and online games such as Tencent’s represent an “opium for the mind,” as one state-owned publication put it this week.

Conversely, Chinese leaders think manufacturing confers social benefits that market values don’t reflect. For decades, it has been how the country created jobs, raised productivity and disseminated essential skills and know-how. Now, to achieve parity with the West, they think China must be able to make the most advanced technology, and will use subsidies, protectionism and forced technology transfers to achieve that.]

wsj.com/articles/china-wants-m

星島很好心幫大家複習公式:

"文章舉例指出,去年8月,經濟參考報一篇題為「青海『隱形首富』:祁連山非法採煤獲利百億至今未停」的長篇調查,就引發一場整治風暴,並且導致青海多名高官落馬。

3日報導的第一作者王恒濤也不是普通的新華社記者,而是經濟參考報副總編輯,之前擔任過新華社西藏分社副社長,是副局級幹部。

文章表示,相關報導在修改標題之後「重出江湖」,也意味著官方對遊戲行業的監管勢在必行。"

cna.com.tw/news/acn/2021080502

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從這兩年各種打擊各產業的大勢看,這位讓騰訊與網易市值一天少掉六百多億美金的局長其實是熊帝的代罪羔羊啊...

"In recent months, senior Chinese leaders have asked officials to consider the potential market impacts before rolling out any policies, people familiar with the matter said.

知情人士說,在最近幾個月,中國高層領導已要求官員在推出任何政策之前都要考慮可能造成的市場影響。

The NPPA failed to consult China’s top economic and financial supervisors about releasing the new draft rules before the proposal was published for public consultation, they said.

上述知情人士說,國家新聞出版署在發布新規草案徵求公眾意見之前,沒有與中國最高經濟和金融監管機構進行磋商。"

cn.wsj.com/articles/%E4%B8%AD%

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