Early
Point
Han Yonghong
Northern Remember
China Huawei founder Ren Zhengfei issued a post on the company this week, and it is impossible for the pessimistic to predict that the global economy will not be able to turn well within three or five years. He asked Huawei employees not to hold fantasy and "pass the cold to everyone."As a result, this "cold" spread not only through Huawei, but the entire Chinese stock market shivered.
After Ren Zhengfei's above speech was exposed, the three major indexes in China were diving collectively on August 24th, and multiple sections such as semiconductor and consumer electronics were re -created.3.64%.Some netizens couldn't help but tease, why is Ren Zhengfei not sending the cold to Chongqing at high temperature?
In fact, there is no evidence that Ren Zhengfei's speech drags the stock market. After all, Huawei has not been listed at all.However, everyone can't find other reasons that lead to the plunge in the stock market, and Ren Ren Fei and Huawei's position in the industry, Ren President's warning is absolutely impossible to scare the stock market.The dimming of the prospect can be imagined.
Moreover, Ren Zhengfei said more than Huawei.First of all, he warns that the next ten years will be a very painful historical period. The global economy will continue to decline. It is impossible to turn well within three to five years. There should be no region in the world.Supply and pressure on both ends of the market.
Ren Zhengfei also requires that Huawei needs to focus on cash flow and real profits. It is not sure if you can break through from 2023 to 2024.The loss should be deducted from your grain package, ?? First of all, you have to survive, and there will be a future when you survive.? "
He also ordered that the business of blindly investing must be shrink or close; smart cars must reduce the scientific research budget; the business that cannot create value is forced to commit suicide; the marginal business of poor performance must be cut off.
Although Ren Zhengfei has always been a sense of crisis, it has been "anxious" more than once. Since it has been included in the export control "physical list" by the US Department of Commerce in May 2019, Huawei has always used "survive" as the keyword.EssenceHowever, the above warnings are more specific than in the past. Considering that Huawei's net profit in the first half of the year fell as high as 51.9%year -on -year. Many people smelled Huawei to lay off the breath.
Since the beginning of this year, the Chinese science and technology manufacturers Ali, Tencent, JD.com, iQiyi, etc. have all reported layoffs, ranging from 10%to 30%.The Chinese real estate, Internet finance, and education industries that have been reorganized in the past few years have not yet turned over. In the first half of the year, the economic towns such as Shanghai were blocked under the epidemic. The Chinese economy and consumer confidence were hit multiple.It was originally fragile, and Mr. Ren just added "cold".
It is not only the domestic economic situation and policies of China, but also the intensified Sino -US competition, international geographical competition, and the long -lasting European war.This will affect the world economy, also affect China, and affect each other.
U.S. President Biden signed a $ 2,800 chip and scientific law on the 9th of this month. The main content includes providing 52 billion US dollars (S $ 72.3 billion) subsidies and tax credits for companies that manufacture chips in the United States, and allocated 200 billion yuanThe US dollar is a research funding for key areas such as artificial intelligence, robotics, and quantum computing.The chip bill also prohibits beneficiary companies from expanding its manufacturing business in China. The bill refers to the intention of expanding production in China and Korean chip manufacturers in China.
At present, the United States is also actively establishing a chip Quartet Alliance (Chip4) with Taiwan, Japan, and South Korea. Analysts generally believe that the purpose of the United States is to squeeze the semiconductor chip global supply chain of mainland China.China's chip supply is "stuck neck", which is expected to continue until China can rely on its own ability to mass produce advanced chips.
Come again is the environment of global economic recession.In fact, in addition to Ren Zhengfei's entrepreneurs, politicians and elites have a lot of pessimistic predictions for the world's economic prospects.French President Macron just warned this week that the world "is experiencing a turning point" and may face a "rich end".
Singapore Prime Minister Li Xianlong also pointed out at this year's National Day mass meeting that the international economic environment has changed fundamentally.He said that the rapid development of globalization and trade liberalization, and China's exports have reduced global production costs, and the era of stable global prices has become the past.On the contrary, China's growth and exports have slowed down, and some countries have improved tariffs. They put economic toughness with self -sufficiency on cost considerations, pushing up costs and exacerbating inflation.
Ren Zhengfei is not to be targeted. He said the risks that both international dignitaries and elites see, but politicians say more macro. Entrepreneurs' speeches can be very straightforward and more stock market effects.
As far as China is concerned, it is dragged down by the Russian -Ukraine War and epidemic prevention sealing measures. In the first half of this year, the economic growth rate was only 2.5%, and the annual growth goal of 5.5%seemed to be out of reach.In the sluggish economic environment, the consumption and living standards of the lower people have been affected. Can the Chinese economy improve significantly next year?Or is the negative impact of slowing growth spread to the middle class?There are not many discussions on this issue, but it is very concerned.On the other hand, most economists also believe that the United States will enter economic recession next year.If the economy of China and the United States wants to be weak, this is not a good thing for anyone.
In the next few years, many parts of the world have to learn winter, and it is a blessing to not fight.
