(Economic Observation) Grasping the "General Trend" Where is China's "money scene" in the future?
China News Agency, Beijing, July 25 (Reporter Xia Bin) "What is the general trend? It is to reduce the profit and monopoly of real estate, finance, education, Internet, etc., as well as the long-term squeezing and squeezing of people's livelihood and the real economy caused by this. Cost, vigorously develop manufacturing, hard technology, real economy, new energy, capital market, etc." This view published recently by Chinese economist Ren Zeping has attracted attention.
In his view, the big change that has not been seen in a century is also a big opportunity that has not been seen in a century.
It is very important to see this general trend clearly.
Everyone in every enterprise is ultimately a product of the times.
In fact, since 2021, China’s economic environment is undergoing changes: anti-monopoly policies continue to increase, market regulatory measures are frequently launched, "dual-carbon" goals promote green development, network security must be guarded, and great importance is attached to "stuck necks". "Investment in field technology...
In this way, the logic of investing in China is also changing.
Chen Xingdong, managing director and chief economist of BNP Paribas (China) Co., Ltd. recently stated at the "2021 Qingdao·China Fortune Forum" that the listing of Ant Group has been suspended, and that Didi’s listing involves national security issues and is now fully rectified. In the education industry, these companies and industries are highly sought after by investors, but they should rethink carefully after policy measures are taken.
Look at real estate again.
Wang Zhongmin, the former vice chairman of the National Council of Social Security Fund, said that today we emphasize that "housing is not speculation", and in the past 30 years, the income of residents whose main asset is housing has constituted 70% of the income of the entire society. "It's no longer possible to make money just like the general rise logic of the past, if you invest in it."
The teleconference on accelerating the development of affordable rental housing and further regulating the real estate market held on July 22 reiterated: Adhere to the positioning of houses for living, not for speculation, and do not use real estate as a short-term means of stimulating the economy.
One day later, information on the official website of the Ministry of Housing and Urban-Rural Development of China showed that 8 departments including the Ministry of Housing and Urban-Rural Development, the National Development and Reform Commission, the Ministry of Public Security, the Ministry of Natural Resources, the State Administration of Taxation, the State Administration for Market Regulation, the China Banking Regulatory Commission, and the State Cyberspace Administration The Notice on Continued Rectification and Standardization of the Real Estate Market Order, in which it is proposed to strive to achieve a significant improvement in the real estate market order within 3 years.
So, where is China's "money scene"?
"For the Chinese economy in 2021, my personal feeling is that it will enter the Jugala Cycle of the New Economy. The so-called Jugella Cycle is a new social investment cycle that will last for at least 10 years." Political Commissar Lu, Chief Economist of Industrial Bank To put it bluntly, the new economy mainly means that the epidemic has greatly stimulated new momentum for economic digitization and greening.
He further stated that from a digital perspective, 5G, big data, artificial intelligence and other industries have been widely used in real life due to the epidemic, making all parties believe that it is necessary to accelerate the development of contactless economy and e-government, which will bring about A large amount of investment in hardware and software, as well as new infrastructure.
From the perspective of greening, Chinese officials will coordinate and promote the carbon peak and carbon neutral action plan, which means that a large amount of green investment is required.
Li Jin, chief researcher of the China Enterprise Research Institute, believes that there will be more opportunities for emerging industries and emerging consumption in China's economic development in the future.
For example, the environmental protection industry, new energy vehicles, emerging service industries, and the digital transformation and transformation of the equipment manufacturing industry.
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