Perfume @Perfume@qoto.org
2024/02/29停用。
Joined Nov 2020
這種高科技產業可以多來一些：
“電動泵由於是藉電池驅動、可儲能，因此能應用在可重複使用的太空飛行器上，擁抱太空經濟的「再利用」新浪潮，普利布赫受訪時介紹，火箭內部一個個閥門、電動泵等組成的系統，掌控燃料推進劑的流量，進而控制引擎產生的推力，就像人類心血管系統，要完美運作，火箭才得以升空。
閥門的開啟和關閉，看似是簡單任務，但要在嚴苛環境下運作，實屬不易，普利布赫向中央社記者解釋，火箭攜帶的推進劑愈少、重量愈輕，當然效率愈好，而液態氫等低溫推進劑可實現最高效率，缺點就是保存溫度得在「極低溫」（cryogenic）的攝氏零下250度左右。”
米國駐韓太空軍竟然早於駐日太空軍成立，金小胖功不可沒？
“印太太空軍將負責衛星通訊、武器系統位置訊息和飛彈預警等相關任務，並從太空支援部署在該地區的陸、海、空軍力量聯合作戰。藉由這樣的角色，新部隊將強化駐日美軍，並與防衛省去年3月在航空自衛隊府中基地成立的「宇宙作戰隊」，以及日本宇宙航空研究開發機構（JAXA）合作。”
真正的主場優勢應該是政府從水電到土地都大力支持吧?
"張忠謀指出，半導體的工時長、且在晶圓廠的無塵室的工作環境中必須穿著類似太空衣的工作服工作，很辛苦，台灣因為有優秀、高品質、敬業的工程師，且流動率低，台積電每年員工的離職率僅4%至5%；另外，台灣交通方便，台灣竹科、中科、南科等地可透過高鐵聯結，做很好的移動、聯結，甚至可通勤上下班，這是我們的優勢，其他國家很難做到。"
陸上兩強比拚的領域從製造業延伸到海軍規模:
"根據報導，印度海軍目前有132艘軍艦、143架軍機以及130架直升機，為與中國海軍抗衡，已下單增購68艘軍艦，包括將在印度製造的8艘護衛艦、9艘潛艦、5艘研究艦以及2艘多用途船艦。
這些新艦的採購預算約為2兆盧比（約新台幣7700億元）。
報導引述不具名消息人士說，雖然逐年會有新艦加入，但考慮到舊艦汰換因素，印度軍艦總數直到2030年可能為155艘至160艘；目標是在2035年以前擁有175艘至200艘軍艦，以取得可靠戰略影響力、機動力以及調度力。"
中國資本跑去土耳其都比待在對私企不友善的中國有希望:
"路透社報導，根據阿里巴巴旗下的土耳其電商公司Trendyol所發聲明，阿里巴巴集團總裁伊凡斯（Michael Evans）和艾爾段會面時，做出以上表述。聲明中未確切說明投資的時間表。
聲明中說，伊凡斯也表示，阿里巴巴集團透過Trendyol已在土耳其投資14億美元（約新台幣448億元）。Trendyol是土耳其最知名的電商平台之一。"
原來已經這麼久了嗎....
"讀賣新聞英文版（Japan News）報導，這將是美方首度訓練國軍營級單位，人數高達600至800名兵力（加強營規模），美方有意透過展現加深台美軍事合作關係，來強化對中國的威懾態勢。消息人士指出，位於加州的一處頂尖訓練設施已被納入候選地點。
報導提到，之前陸軍赴美受訓的規模是先從排級的十多人開始，現在則是達到連級的150至250人規模。美方官員表示，訓練目標是要讓國軍的陸軍，在台灣遭到解放軍入侵的最初幾週內具備充分的防禦能力。"
"在8月時，國軍則參加由密西根州國民兵主導的聯合軍演，美方官員指出國軍參加猶他州、夏威夷州還有華盛頓州由國民兵主導的演習，其實已長達10年之久。另外，每年還有2000至3000名美軍或五角大廈官員赴台進行短期交流，除了教授國軍官兵如何使用美製武器，也會與國軍方面交換其他專業意見。"
白宮聲明稿裡的台海部分:
"The two sides discussed key issues in the U.S.-China bilateral relationship, global and regional security issues, Russia’s war against Ukraine, and cross-Strait issues, among other topics. The United States noted the importance of peace and stability across the Taiwan Strait."
馬爾他會談後在葛來儀那邊看到中美在台海安全議題差距甚大的各自聲明，再度令人對蘇利文的能力與紐時的選擇性報導翻白眼:
"A senior White House official told reporters in a telephone briefing on Sunday that Mr. Sullivan reiterated American concerns about recent Chinese military actions around Taiwan and other coercive activities, and said that any disputes or conflicts must be resolved peacefully."
https://www.nytimes.com/2023/09/17/us/politics/us-china-meeting.html
WSJ這篇印證了Emmy指出的棚改都更紅利:
"Country Garden benefited from China’s redevelopment program in lower-tier cities beginning in 2015, which gave residents new houses or cash to buy them. It also marketed and sold apartments in rural areas to people living in bigger, more expensive cities.
In 2016, the developer’s contracted sales more than doubled, and they topped more than 500 billion yuan, equivalent to more than $69 billion at current exchange rates, for each of the next five years.
Country Garden bought more than 3,000 plots of land over the past decade to build homes. They included parcels in all of China’s third-tier cities, 86% of the country’s fourth-tier cities, and 44% of its fifth-tier cities, according to an analysis of the developer’s land sales records on Wind. Evergrande, in comparison, had land in roughly a third of China’s fourth-tier cities and 12% of fifth-tier cities."
https://www.wsj.com/world/china/china-economy-housing-country-garden-ea0db13f?mod=hp_lead_pos7
一年半後的外商美妝景況只有更糟:
"Recent statistics show how rapidly foreign cosmetics companies have lost market share to domestic competitors in China. Retail sales of cosmetics in China in the first half of the year rose 8.7 percent from the first half of 2022. But overall imports fell 13.7 percent."
https://www.nytimes.com/2023/09/17/business/china-cosmetic-imports.html
魔法部長砲轟馬斯克上WSJ，順便讓WSJ報導了解放軍擾台規模~(外溢效果滿分
"Two days later, the Chinese aircraft carrier Shandong sailed toward the western Pacific Ocean to the southeast of Taiwan on Monday for training, according to Taiwan’s military. On Wednesday, Taiwan’s defense ministry tracked 68 Chinese warplanes flying sorties near the island, with 40 of them entering its air defense identification zone."
半年後的市場反應不佳：
「貝萊德全球基金（BGF）主席沃斯（Denise Voss）近日致函股東說，因缺乏新的投資人興趣，因此決定關閉該檔基金。該基金已從8月24日停止進一步認購，其資產淨值為2140萬美元，去年該基金整體回報率為負30.5%，截至去年底，其資產淨值較2017年10月上市時縮減25%。」
儲能則是綠能衍生的新全球議題:
"由歐盟輪值主席國西班牙起草的這份文件說：「這將使我們對鋰離子電池、燃料電池和電解槽的需求激增，未來幾年料將飆升10至30倍。」
儘管歐盟在製造電解槽的中間階段和組裝階段具有強勢地位，占據全球市場份額超過50%，但嚴重依賴中國提供對電動汽車至關重要的燃料電池和鋰離子電池。"
如果把中日與美國之間的貿易摩擦當作兩次經濟戰，日本那次只能算帳面上的純文戲，中國這次可是有實打實的武戲風險:
[ Then there is the problem of debt. Once off-balance-sheet borrowing by local governments is factored in, total public debt in China reached 95% of GDP in 2022, compared with 62% of GDP in Japan in 1991, according to J.P. Morgan. That limits authorities’ ability to pursue fiscal stimulus.
External pressures also appear to be tougher for China. Japan faced a lot of heat from its trading partners, but as a military ally of the U.S., it never risked a “new Cold War”—as some analysts now describe the U.S.-China relationship. Efforts by the U.S. and its allies to block China’s access to advanced technologies and reduce reliance on Chinese supply chains have sparked a plunge in foreign direct investment into China this year, which could significantly slow growth in the long run. ]
總覺得這是促進下一次米國對台軍售的動力:
"國防部表示，自9月17至18日晨間，計偵獲共機103架次出海活動，為近期新高，已對台海及區域安全造成嚴峻挑戰。"
紐時這篇把中國走區別式首領路線而印度訴求平等式共榮路線的差異描繪得很有畫面:
"But after a year at the helm of the G20, India is relishing a moment of national momentum on the international stage while trying to maintain strong global south relations. Indian officials made clear that their success at the summit was shared with the other developing nations that rallied around India, especially Brazil, South Africa and Indonesia.
但在擔任G20主席國的一年時間裡，印度很享受在國際舞台上展示國家影響力，並試圖維持全球南方緊密關係的機會。印度官員明確表示，他們在峰會上與團結在印度周圍的其它發展中國家一榮俱榮，特別是巴西、南非和印度尼西亞。"
https://cn.nytimes.com/world/20230913/india-china-global-south/zh-hant/dual/
歐盟吃過太陽能板的虧後，這次對電動車的反應就比較快了:
"Chinese automakers have gained a dominant position in the global electric vehicle industry and see Europe as a key potential market. Automakers in Europe, who are racing to expand their battery-powered lineups, have expressed concern that they face unfair competition against models from China that can be sold at a lower price, thanks to subsidies from the government in Beijing.
中國汽車製造商已在全球電動汽車行業佔據主導地位，並將歐洲視為一個重要的潛在市場。歐洲汽車製造商正在競相擴大自身電動汽車生產，它們對面臨來自中國的不公平競爭表示擔心，中國的電動汽車得到政府的補貼，所以售價較低。"
https://cn.nytimes.com/business/20230914/eu-china-electric-vehicles/zh-hant/dual/
今年這個軍演短片的頭尾宅味很道地...
綠能產業正重新分配過往以石油主導的能源權力全球版圖:
"Wind, sun and hydrogen are free. But the equipment that transforms them into energy, stores it in batteries and transmits it needs vast quantities of minerals whose supply is more concentrated than that of oil and gas.
Democratic Republic of Congo has 43% of the world’s cobalt deposits, Argentina 34% of lithium, Chile 30% of copper and Indonesia 19% of nickel, according to data from S&P Global. All exceed Saudi Arabia’s 12% share of global oil production and Russia’s 16% share of natural-gas output.
For all four minerals, the five largest countries have more than half of global deposits. With oil and gas, the top five control less than half, the S&P figures show.
Downstream production is even more concentrated: China refines 70% of the world’s cobalt, 65% of its lithium and 42% of its copper, far exceeding OPEC’s share of oil output. "
北交所沒做起來，鎖定打貪的醫藥產業萎縮，社會主義接班人儼然是經濟苦手:
"Communist Party enforcers have steamrolled through hospitals and medical institutions across China, detaining more than 190 hospital party chiefs, directors and deputy directors—incumbent and former—so far this year, according to a Wall Street Journal review of government disclosures. A retired provincial party chief, who held a top government role overseeing healthcare reforms from 2010 to 2015, was detained in late August for allegedly committing “severe violations of discipline and law”—a euphemism for corruption.
The campaign has spooked investors. The CSI 300 healthcare index, which tracks China’s largest drugmakers and medical-equipment companies, has fallen 15% so far this year, far outpacing the 3.5% decline on the broader CSI 300 index."
2024/02/29停用。
Joined Nov 2020
