Perfume @Perfume@qoto.org
2024/02/29停用。
Joined Nov 2020
"Inter RAO公司發言人表示，由於中國北方省份面臨能源短缺，中方要求針對上述區域出口更多電力，該公司正考慮大幅增加出口量。
去年Inter RAO對中電力出口減少了1.3%，為30.6億千瓦時（kWh），今年上半年則為12.5億千瓦時，較去年同期下降7.2%。
中俄之間的輸電線路每年最多可提供高達70億千瓦時的電力。"
https://www.cna.com.tw/news/firstnews/202109300274.aspx
"中國防火長城的快速解封
被中國防火長城擋起來的服務非常多，然而 Notion 在被封不到一個月就解封了。就開始有人懷疑，是不是私下和中國達成什麼交易。
俗話說，便宜的最貴，資料就是金錢。"
"海航破產重整在今天傳出最新進度，根據香港經濟日報報導，海航黨委書記顧剛今日召開安全生產經營例會，集團高管、海航航空及各事業部經營團隊等近2000人與會，會上重點通報了9月27日至30日破產重整二次債權人會議召開情況。
顧剛表示，海航集團進入破產程序以來，共接收2兆人民幣債權申報，最終確認債權1.1萬億元人民幣，截至今天已有4個重整程序的債權人會議順利召開，...
若對比海航財報負債規模1.2兆人民幣（約台幣5.2兆），等於實際債務比表列債務高出66%。而且申報的債權只有一半左右被承認，..."
一帶一路政策的三個目標:
"AidData said its findings show Beijing has both before and under the Belt and Road plan consistently pursued three goals: turning the enormous haul of dollars earned by the nation’s exporters into foreign loans; keeping its massive domestic construction and industrial sectors busy by pursuing building projects abroad; and securing commodities like oil and grain to plug domestic shortfalls."
美軍時間不夠, 盟邦聯防來湊:
"Better yet, leveraging the rising enthusiasm about the potential for Quad-based cooperation, Japan can propose to work closely with the U.S. and Australia to look for ways to create a similar security cooperation framework among the Quad partners."
https://thediplomat.com/2021/09/aukus-lessons-for-japans-defense-industry/
沒想到居然是退輔會先馳得點....
"針對退輔會派員駐美一案，退輔會表示，經長期爭取後終於獲得美方同意，預計111年成行，短期目標為推動國民外交，中期目標是深化與美國交流，長期目標則是與美國退伍軍人事務部建立官方聯繫管道，提高國軍退伍軍人福祉。"
@PeiLun 嗚嗚～感覺被國賓騙了⋯⋯QQ
@PeiLun 咦？國賓的鉅幕廳不算嗎？
這篇認為當中國政府意識到投資效益低下後試圖用提高內需拉抬效益, 當投資集中於房市開始過熱後又嘗試以三條紅線等政策降溫, 於是地產開發商龍頭就這麼卡住了:
"Since 2008, it has needed ever more debt to deliver the same increment to economic output. Between 2008 and 2019, total debt—government, household and business—rose from 169% to 306% of gross domestic product, but GDP growth fell from 10% to 6%. Productivity growth adjusted for the expanding stock of buildings, machinery and other capital was 2.6% a year from 2000 to 2010. It has been negative since 2015, a sign of how inefficient much of that investment has been.
A few years ago Beijing recognized this model was unsustainable and has sought in fits and starts to shift to “higher quality” growth more dependent on consumers. That process was bound to be disruptive; indeed, it triggered a disorderly devaluation of the yuan in 2015, but it did succeed in slowing the buildup of debt.
Last year, to tide the economy through the pandemic, credit was loosened again. Yet Chinese officials see soaring housing prices as a threat to financial and social stability so they laid out a three-year timetable for lending to the red-hot property sector to be reined in. Just as the Federal Reserve’s interest-rate increases eventually popped the U.S. housing bubble over a decade ago, those regulatory restrictions, with a lag, popped China’s, said Gene Ma, head of China research at the Institute for International Finance. Evergrande was an early casualty since it is one of the most leveraged developers, he said."
"周婉窈表示，文協是很有意識在用台語作演講，台語可以說是抵抗的語言與象徵。文協的演講會，基本上採用台語，有時也會有日語演講會，那時就會有日本人來聽。當時從受傳統漢學教育的林獻堂，到在日本讀大學的新生代知識份子，都講台語，「這是我們今天很難想像的社會景象。」"
汪浩簡單點出恆大債務危機之所以是系統性風險而非單一企業或產業問題的成因：
「中國房地產是中國經濟支柱產業，穩增長必備：拉動GDP三成，貢獻財政四成，創造信用五成，是中國經濟內循環的核心動力。房地產的問題，絕不只是來自房地產，而是中國經濟增長模式、貨幣發行模式、信用創造模式、財政運行模式、國家和社會治理模式等種種問題的集中表現。 隨著人口懸崖和債務大爆發，房地產不斷的金融化，成為債務密集度畸高的行業。從拿地到開發，基本上都是依靠債務－－房企開發貸+居民按揭貸。
中國的債務型經濟增長模式，經過金融深化與金融自由化，已經具備所有金融危機的動因。 中國房地產的高槓桿屬性，銀行放貸失控火上澆油，房價上漲抵押物升值會進一步助推銀行加大放貸，甚至主動說服客戶抵押貸、放槓桿。在世界歷史上，歷次房地產泡沫中銀行業都深陷其中，房地產危機既是金融危機也是經濟危機。」
@meina 這盤是朋友做的calzone，撒了香料跟起士喔！～
重溫《沙丘》最喜歡的一段臺詞時才明白:
沙漠影射的是恐懼，象徵權力的帝國、智慧的姐妹會、財富的哈肯能、榮耀的亞崔迪，都只能互相牽制或一朝覆滅， 唯有走過恐懼，方能出脫荒涼。
這樣就覺得故事很像科幻版耶穌進入沙漠接受試煉, 沙漠變死亡幽谷, 溶入新身分重生的男主角救世主身分就理所當然~
"路透社及紐約時報報導，辛西亞．劉（Cynthia Liu）與維克特．劉（Victor Liu）在中國待了3年多後終於回到美國。過去3年多，儘管沒有面臨任何刑事指控，但根據「出境禁令」，他們遭禁止離開中國。他們的父親劉昌明（Liu Changming）是前銀行主管，因為涉犯詐欺罪在中國遭通緝，目前仍在逃。"
英艦游過台灣海峽去越南了~
[ “Wherever the Royal Navy operate, they do so in full compliance with international law,” the ministry said in a statement.
“The UK has a range of enduring security interests in the Indo-Pacific and many important bilateral defence relationships, this deployment is a sign of our commitment to regional security,” it added. ]
WSJ點出了澳洲以外的煤炭產區一時無法替補供應的原因:
"Skyrocketing coal prices mean many Chinese power plants are operating at lower margins, or even at a loss, as they don’t have full autonomy to raise power prices and pass on their higher costs. Coal supply has been tight in China due to tighter regulations on mining. The worsening relationship with Australia means China is seeking more imports from alternative sources—but some of those suppliers are experiencing their own problems, for example from heavy rains in Indonesia."
WSJ對碗粥案的結論簡潔有力:
"The Biden Administration wants better relations with China, which has been bullying U.S. envoys and refusing to cooperate on climate change (which seems to be President Biden’s main foreign-policy priority). The Huawei case looks like collateral damage in a diplomatic repair effort.
The release of Messrs. Spavor and Kovrig is good news. But China, and the rest of the world, will get the message that the coercive diplomacy of hostage-taking gets results."
驚訝於原來碗粥案除了公開的加拿大兩名人質外, 還有兩名無法離開韭國的隱形美國人質被釋放:
"A State Department official confirmed that the Massachusetts siblings, both in their 20s, returned to the U.S. on Sunday after more than three years of being subject to a vague “exit ban” from China. The pair had faced no allegations of wrongdoing in the country and were free to move around China, just not leave it.
The official said that the U.S. welcomes their return, that consular officials in Shanghai handled the matter and that the U.S. opposes the use of coercive exit bans. The official said the U.S. would continue to advocate on behalf of all American citizens in China subject to such bans and arbitrary detentions."
2024/02/29停用。
Joined Nov 2020
