From the return of the goddess of the late boat, we can see the misunderstanding of the domestic man

Mondo Finance Updated on 2024-01-31

Being able to survive these more than 1,000 difficult days with an elegant attitude, from insisting on refusing to admit guilt to successfully returning to China, has made countless male compatriots (here, excluding the national football team) also feel admired.

This is clearly not a simple detention incident. Countless people are excited by it, and we have seen the demeanor and balance of China's diplomacy in the new era, the improvement of national strength, the firmness of China's current national interests in safeguarding its national interests, and the United States' current bottom-line thinking.

But we still need to be sober and even vigilant.

You may remember the book: "The Year of Leaving "Made in China", the American Sara suddenly discovered that among the 39 Christmas gifts, 25 were "Made in China". She wanted to see if Americans would have survived without Chinese productsHowever, this experiment turned into a risk: "It's too hard to live without Chinese products, or at least, it's too hard to stick to it." I miss the days of boycott again and again, but I don't know if I will have the courage to do it again. ”

Behind the return of the late boat to China is the need of the United States for China in the economic field.

As the top general of the United States, Mark Milley has officially approved, and in public, he has released a signal that he will definitely "not suddenly go to war with China", which is the diplomatic and military restraint of the United States, and it will not easily trigger a major war without going through full interest argumentation and procedures, and this matter can be seen from the difficulty of Roosevelt's domestic participation in World War II, and it can be seen from the fact that the United States has restrained itself again and again in the process of fighting for hegemony with the United States and the Soviet Union, and it can be seen that it is good at calculation, but we cannot misinterpret it to mean that the United States can treat China peacefully. Peace comes at a price.

You may say that George W. Bush was ruthless in striking bases, and that the US military was mired in the Middle East and could not extricate itself and failed to leave the deputies. The United States has always maintained a high degree of consistency and continuity in its diplomatic strategy, and it is the culmination of the essence of modern European diplomacy. The withdrawal is not a failure, but a shift in the center of strategic containment from the Middle East to the Asia-Pacific region, based on the original strategic deployment decades ago. Obviously, it has completed the comprehensive containment of China, and will continue to oppress our external space, which is why the Belt and Road Initiative is our national strategy, why we will invest 500 billion overseas in the future, and we must go out The key reason - strategic breakthrough.

At present, the people know that the external situation is relatively grim, and the United States is trying its best to suppress China's rise and avoid the reshaping of the international landscape. We must be soberly aware that the spread of Made in China in the world in mass consumer goods does not mean that China has a leading manufacturing level. In particular, don't be complacent with the voice of the Internet, there is still a lot of room for tackling tough problems in various core technology fields.

Miao Wei once pointed out in a comprehensive interpretation of "Made in China 2025".In the four echelons of the global manufacturing industry, China is still in the third echelon, and this pattern is difficult to fundamentally change in a short period of time. It will take at least another 30 years to become a manufacturing powerhouse.

The global manufacturing industry has basically formed a four-echelon development pattern

The first echelon is the global science and technology innovation center dominated by the United States;

The second echelon is the high-end manufacturing field, including the European Union and Japan;

The third echelon is the low-to-mid-end manufacturing sector, mainly in some emerging countries, including China;

The fourth echelon is mainly resource exporting countries, including OPEC (Organization of Petroleum Exporting Countries), Africa, Latin America and other countries.

Today, with the downward pressure on China's economy increasing, many people think that the "disruptive changes" brought about by the Internet giants have taken China's economy flying. It is even believed that China has leapfrogged industrialization and made great strides into the "high-end Internet service industry": directly into the economic structure dominated by the service industry. Foreign PayPal is not as good as our Alipay. Blind confidence represents ignorance.

The real situation is that our traditional manufacturing industry has not yet taken shape, but the developed countries have begun to withdraw. For example, the European Union is still the world's largest industrial body, but many member states have seen a phenomenon of "deindustrialization", the proportion of industry in the national economy has been decreasing, and the weakness of its lack of resistance has been completely exposed after the European debt crisis. Reindustrialization is not a simple cycle, the focus is on the reinvention of high value-added links. The European Commission's industrial policy direction and objectives focus on promoting innovation, with Spain implementing a plan to support high-tech and high-productivity industries, and Sweden guiding enterprises to apply high-tech to traditional industries.

Let's take a look at the distribution of global scientific and technological strength:

Winner: United States

The United States occupies eight of the top ten technology companies in the world!

Intel supplies chips to the world, and Microsoft and Oracle occupy the basic market of the software industry, monopolizing the information technology ecosystem.

The United States has the world's top laboratories, and ranks first in the world in the field of military industry, aerospace industry, medical technology, and information science.

No one would be surprised if Elon Musk said tomorrow that they had figured out how to land on Mars.

Runner-up: Great Britain

The UK is among the world's best in steel, pharmaceuticals, biological breeding, aerospace, machinery, microelectronics, military industry, environmental science, and more.

The UK is home to Rolls-Royce, the world's top aero-engine company.

Many Japanese and German devices use chips designed by the British company Arm at the core.

Third place: Japan

Japan has strong scientific research capabilities in 20 key scientific and technological fields, such as materials science, cutting-edge robotics, etc.

4th place: France

France has comparative advantages in aerospace, energy, materials science, space technology, etc.

France produces the world's first commercial driverless car.

5th place: Germany

Let's not talk about the level of manufacturing in Germany.

6th place: Finland

Finland, a small country of just over 5 million people, ranks in the top 10 in 17 of the 20 key science and technology areas.

Made in Europe and made in the United States have been the "defeated opponents of Made in China".

In fact, in recent years, Europe and the United States have continued to exert force in the industrial field, which makes people worry that developed countries are still snatching the control high ground of a new round of industrial global division of labor system.

This is why China's current focus on the real industry, can not continue the Internet self-esteem, the Internet has accelerated the flow of transactions, accelerated the efficiency of entertainment and consumption, has driven what real value creation?nothing!

The consequences of hollowing out will be severe.

Why has Ali Research Institute been promoting Internet technology to empower intelligent manufacturing?They have long recognized this problem and trend, and to boost value, whether it is market judgment or the guidance of the best is bound to be in this direction. Aside from other factors, compared with other companies, Alibaba's strategic forward-looking ability has always been their core competitiveness. Jack Ma's personal level is only a small aspect, and more importantly, they have a core team that has such strategic capabilities from beginning to end, and Jack Ma has later become the model of the team's operation, but unfortunately the Bund speech was not written for him.

In recent years, the large-scale manufacturing industry has been promoting the integration of industrialization and industrialization, and some enterprises have done well under the premise of national book preparation. Now it's another way to put it, it's called digital transformation.

However, focusing on the small and medium-sized manufacturing industry, there is a slight sense of depression. I have a friend who does mold manufacturing and has such a mental journey: the cost of production and manufacturing is losing money, the cost is getting higher and higher, the shipping price is getting lower and lower, and the gross profit is getting worse and worse. I simply put a seal on the machine and went to invest in molybdenum mines, and then found that the mine was extremely risky and that few people dared not do this business, so I would withdraw the funds to do the lending businessBut when it caught up with the crackdown on P2P, I would consider going abroad to do a public ?..The new crown is coming, so let's go back to China.

This is a concrete manifestation of the industrial crisis.

Why is it so difficult for China to upgrade its industry?

Dr. Li Ke, Dean of the Japan-China School of Management, has pointed out that China's implementable industrial upgrading policies and strategies need to be further improved, and it cannot only emphasize liberal** and foreign direct investment policies.

For many years, we have misconcepted that as long as we make good use of China's comparative advantages and have enough patience, when external conditions change and costs rise, market evolution will naturally lead to upgrading. But in practice, this is just a good imagination.

Industrial upgrading needs to be considered in the context of "national upgrading", there must be a clear subdivision and enforceable industrial policies for different types of manufacturing enterprises, there must be institutional arrangements that support and restrain supporting interfaces, and manufacturing enterprises must have a deep understanding of the transformation and be able to implement it correctly.

A good phenomenon is that through the digital transformation exchanges with a number of manufacturing enterprises this year, I found that the senior leaders of manufacturing enterprises have generally recognized the importance and necessity of digital transformation, and have entered the stage of discussion, demonstration and preparation before the launch from a wait-and-see state.

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