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

WSJ提到了這波急轉彎的影響:

[ BofA Securities strategists have recently recommended investors shift holdings from Chinese growth stocks into shares elsewhere in the Asia Pacific region, and called the recent history of foreign investors participating in China’s high-growth stocks “incompatible with likely upcoming strategies.”]

wsj.com/articles/china-corpora

趙君朔則是從中方意圖逼美方重回談判桌的角度解讀打擊各大創新產業IPO這個乍看不理性實則打擊美韭很有效的作法:

"放話只是在氣勢上想壓過美方,最能實際增加談判籌碼的方式就是讓美國的利益受到很大的損失,所以美國證監會在中共補教業被重擊之後,為了自保,也被迫宣布在中概股沒有充分揭露其面臨來自政府的監管風險之前,該會將不會受理來自中共企業的上市申請。

習近平這種玉石俱焚,不惜傷害到自己的經濟、金融和科技也要出手的作法(雖然從打擊可能政治對手的角度來看是理性的決策),對美方來說會是一種可信的威脅。這次受創甚深的華爾街金融勢力(如屢次歌頌中共會持續崛起的橋水資本執行長Ray Dalio根據媒體報導到上周為止在這波整肅就損失了120億美元)就很可能會一起對白宮施壓,要求白宮請中方在推出新監管措施前,要考慮美國投資人的利益,這就給了中共和美國協商其他議題的籌碼。"

voicettank.org/%E4%BB%A5%E8%92

【習近平是個控制狂,他現在對互聯網行業加強監管,同他前幾年對黨政軍權力一把抓的思路一樣。習近平已經控制了軍隊和國家安全機構,他正在企圖掌控權貴資本。

另外,他覺得鄧小平的「不管白貓,黑貓,逮到老鼠就是好貓」路線,造成巨大貧富差距,他要減少民怨,就要打土豪,這同打貪官一樣,可以建立自己的威信,打擊政敵,奪得經濟掌控權。由於中下層生活無法提升,習近平要在政治上找替罪羊,外部是美帝壓迫的錯,內部是互聯網大亨勾結華爾街資本的錯,這就像希特勒當年指控凡爾賽和約和猶太資本對德國的壓榨一樣。

但是,前幾年他剛開始反腐時,曾得到老百姓支持,不過,老百姓很快發現反腐實質上是習清除政敵的權鬥。現在習近平「打土豪」後,老百姓也不能「分田地」,根本無法解決貧富差距問題,所以習近平要加強煽動中國老百姓的民族主義。】

fountmedia.io/article/125303

小學熊反貪腐的新進展:

"北京正在召開中紀委六中全會,偏偏發布此則由黨中央部署的集體貪腐案,外界觀察,此時機發布此訊息,等於中共總書記習近平直接打臉中紀委書記趙樂際,且把打擊重點指向江派,石油系統一向被歸類於前領導人江澤民派系。內文所指,更引發權鬥廝殺慘烈揣測。

據新華社報導,是審計發現這項弊案,並追查到2006年,被直接點名的是,在該年6月,燃料油公司將40萬噸進口原油以「調和燃料油」名義銷售給山東濱化集團,中石油由此出現盜賣進口原油行為。多年來,中石油累計盜賣進口原油1.795億噸,共銷售給115家地煉企業,在此期間中石油集團主要領導嚴重失職失責。"

ec.ltn.com.tw/article/breaking

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