Half a year has passed in 2023, I think of 2013

(1) Factors of production

Factors of production:

  • land resources, natural resources under the land

  • capital

  • talent, labor

  • Technology: such as industrial technology, ICT technology

  • Data information

1. Land

The real estate Hold has captured everyone's wallets, and the government's sale of land is not easy to sell.

2. Natural resources

The excavation of this area is crazy, and the tax collection is crazy. Of course, ecological and environmental protection supervision is also following closely.

3. Capital

Our country is a socialist country, not a capitalist country, so it is not easy for most people to distinguish between financial and capital.

In the past five years, capital outside the system has gradually withered. Capital within the system has become the mainstream of the market.

4. Talents and Labor

Two children and three children are the population.

Double reduction, 50% high school admission rate, and declining university/master/doctoral admission rate year after year, this is labor.

Double first-class recertification, that's talent.

5. Technology

Industrial technology and civilian industrial technology are relatively slow. The breakthrough in military technology from heaven to earth is very good, and the equipment industry technology is also progressing very well.

The 2020-2021-2022 epidemic prevention and control has made the government aware of the power of ICT technology. AI face recognition-electronic certificate-electronic signature, GPS positioning, online payment, master data standard/data exchange, are very valuable.

6. Data-information

I don't know if the original data is useful. Many people want to see statistical data, but many people do not know the logic and caliber of statistics.

Everyone wants to know real information, and everyone wants to know useful information. But there is too much rubbish and false information.

(2) Troika

Troika:

  • Infrastructure Construction-Fixed Asset Investment

  • Manufacturing - Export

  • domestic consumption

1. Infrastructure construction - investment in fixed assets

This is still the head of the economic troika. A large amount of bonds and bank credits are still poured into this carriage.

2. Manufacture-Export

Speaking of exports: the RMB interest rate is very conducive to exports. But the trade war is very tight.

When it comes to manufacturing: the cost and quality of manufacturing has always been a big problem: design quality and cost, raw material quality and cost, core component quality and cost, precision automated production equipment quality and cost, land plant cost, warehousing and logistics quality and cost, financial Credit capital cost, labor cost, too much rigid cost, too much rigid cost caused by relying on foreign countries.

3. Domestic consumption

In the three years from 2017 to 2018 to 2019, the three red lines (destocking of houses - deleveraging of finance - decapacity of houses upstream) have caused the line of houses-home appliances-building materials to stick to our hands.

Automobile consumption has grown rapidly in recent years. But what I personally sigh is that new energy vehicles are replacing smart new energy vehicles.

The shopping mall is withered, and it is only crowded on Saturdays and Sundays, and it is usually deserted. Women's consumer goods are also decreasing, but cars and mobile phones have occupied the position of women's categories in the past, and women gather together in body beauty/beauty salons/classic famous products.

Supermarkets are closing one after another, and member supermarkets are in full swing.

Catering is also disappearing one after another, but various talent education services for children in shopping malls are rising one after another, beverages/fresh brews are rising one after another, and LiveHouse is rising one after another.

The tourism industry is fading, but the traffic jams in Tibet and Xinjiang are severe. In addition to culture, tickets to well-known museums are sold in seconds, but most museums are empty.

It's really cold to death, hot to death. Survivor bias. Most of the losers and unemployed are silent, a few earners are making a fortune silently, and some losers are crying on the Internet. If you happen to be unemployed, then you like it, and the algorithm will let you enter the information The cocoon room makes you feel that the whole world is in dire straits.

(3) Tax Bank

1. Money

In recent years, apart from the new accounting standards, nothing has changed.

Two, silver

Banks, due to the promotion of e-commerce and the mobile payment war ten years ago, banks were forced to use new technologies to transform the past payment system.

Nothing else changed.

3. Tax

Taxes have changed the most over the years. Reform of business tax to VAT - national tax and local tax merger - central transfer payment, Golden Tax Phase III - Golden Tax Phase IV, electronic invoices, personal income tax, social security payment.... Changes, laugh at Party B who is taxed, hahaha, and piss at Party A who is taxed.

(4) Reform of domestic state-owned enterprises

Business requirements: centralization of treasury funds - state-owned capital operation and management company - mixed reform - bottleneck breakthrough - world-class benchmarking.

Management demands: reform of state-owned enterprises - divestiture and reorganization. Three major control center of gravity. High-quality development KPI assessment.

IT demands: localized replacement.

(5) Open to the outside world

US-China trade war - US-China financial war.

One Belt One Road strategy - Shanghai OECD, domestic currency swap - RMB exchange rate.

(6) People's livelihood

1. Development

Cities: 2014-2015-2016 Internet+, Mass Entrepreneurship and Innovation, Inclusive Finance/Internet Finance

Rural areas: poverty alleviation - poverty alleviation - new countryside - new towns - county-level cities

2. Guarantee: Top Ten Security

  • food safety, raw material safety

  • energy security

  • financial security

  • Network Security, Information Security

  • Production safety, drug safety

  • Social stability and security, national defense security

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Origin blog.csdn.net/david_lv/article/details/131545982