2024-06-16 14:19:00
Nancai Commentary Challenge 85 (1)丨The EU is just too short-sighted to impose extra tariffs on Chinese language new power autos
Weekly Finance, Nancai Commentary, hi there everybody, I’m Gao Piao. This week, the EU plans to impose extra tariffs on China’s new power autos, 17.4% tariffs on BYD, 20% tariffs on Geely Car, and 20% tariffs on SAIC Motor. The group imposed a 38.1% tariff. If the EU can not attain an answer with China by means of negotiations, the non permanent tariffs will take impact from July 4. Germany, Sweden and Hungary have truly been once morest this matter. As quickly because the information got here out, Germany’s three main automotive corporations Volkswagen, Mercedes-Benz and BMW responded shortly and unanimously opposed the preliminary cuts and tax improve selections. BMW Group Chairman Zipse publicly said that this was a unsuitable resolution. Quite the opposite, France is probably the most lively as a result of it’s not extremely depending on the Chinese language market. France is not going to be tremendously affected by the investigation and tariff improve on Chinese language electrical autos. In actual fact, such punitive tariffs are extra dangerous to customers in EU nations. The German assume tank Kiel Institute for World Economics beforehand estimated that if the EU imposes a mean tariff of regarding 20% on Chinese language electrical autos, it might scale back imports by 1 / 4. , regarding 125,000 models, Chinese language electrical automobile producers will lose regarding US$4 billion. European customers can solely spend more cash to purchase dearer new power autos. Analysis by New York analysis agency Rhodium Consulting even believes that for a corporation like BYD with robust vertical integration capabilities, even when the tariff fee reaches 40% to 50%, it is not going to stop it from gaining a bigger market share. If you wish to elevate obstacles to help native industries, you have to have an organization that you may help. What’s extra, we aren’t with out countermeasures. In January this yr, China launched an anti-dumping investigation into extremely distilled wine (brandy) originating within the EU. The overall worth of China’s brandy imports in 2023 might be near US$2 billion, with a lot of the imports coming from France. At the moment, some German media believed that this was a warning in opposition to the EU’s anti-subsidy investigation into Chinese language electrical autos. If the 2 sides stay in a stalemate, it’s not unattainable for my nation to launch an anti-dumping investigation on luxurious items and agricultural merchandise originating in France.
Nancai Commentary Challenge 85 (2)丨11.79 million contemporary graduates are ready for meals
Commencement season is right here once more. This yr, 11.79 million graduates have walked out of campus, and 11.79 million persons are ready for meals. The employment scenario is changing into increasingly extreme yr by yr. In actual fact, the expertise hole has all the time been there. Biomedicine and algorithm engineers within the early years are nonetheless there. In brief provide, with the present growth of synthetic intelligence, there’s a large demand for abilities associated to chip analysis and growth and algorithm computing energy. Nevertheless, these are all extremely subtle technical abilities, and just a few can meet the requirements. In any case, they can’t take in numerous employed folks. With the economic system in recession this yr, it’s now not information that main corporations are shedding employees. With the influence of the AI wave, expert employees who’ve been employed for seven or eight years are liable to being changed by robots. How can there be positions to recruit new folks? Below the mismatch of provide and demand construction, graduates have to maneuver into some low-skilled positions or select versatile employment. Because of this, increasingly grasp’s levels are being despatched to overseas nations, and it’s not unusual for 985 and 211 to drive taxis. In response to knowledge from Zhaopin Recruitment, the proportion of individuals recruiting new versatile employment positions was solely 13.8% in 2020, and even climbed to twenty-eight.8% in 2022. It fell once more to 19.1% final yr. At current, the variety of versatile staff in China has reached 200 million, and takeaway riders have reached 200 million. With a inhabitants of tens of hundreds of thousands, the amount of taxi transportation is already extreme. The variety of Meituan supply riders has grown from 2.2 million in 2017 to 7.45 million in 2023. Greater than 50% of full-time supply riders work 9-12 hours a day, nearly 7 days per week, with a wage of 5,000-8,000 yuan. / between months. We must always not examine and go to school simply to finish up delivering meals. As a top-level design, it’s essential to vigorously present demand and supply extra jobs within the fields of apparatus manufacturing, power infrastructure, electrical energy, and so forth., in an effort to accommodate extra new forces, revitalize innovation and entrepreneurship, and make the market extra liberal, as a substitute of constant to depend on state-owned enterprises and civil servants The added positions preserve employment. For many who are nonetheless at school, grasp extra expertise, a capability that won’t be simply eradicated. That is extra essential than educational {qualifications}. Those that are nonetheless within the office ought to enhance their irreplaceability and guard their very own territory. I don’t advocate taking the postgraduate entrance examination for 2 years should you can’t discover a job. That may simply push the stress into the longer term and escape actuality.
Nancai Commentary No. 85 (3)丨Guangzhou Metro can place private commercials
The Guangzhou subway can now customise commercials in your girlfriend’s birthday, discover pals for marriage, and even publish your job resume. All of those may be displayed straight on subway billboards. The worth for particular person merchandise ranges from 380 yuan to 999 yuan. , the supply time contains 3 days and 5 days, and the supply objects embody time-share gross sales digital screens, all-day carousel digital screens and 12-seal mild containers. You can even select the subway station, which might be very cost-effective. The official overhaul of the subway additionally revealed the present scenario of subway operations: it’s not straightforward to earn money. In 2023, Guangzhou Subway’s complete working income elevated by 1.84 billion yuan to 14.12 billion yuan, a report excessive, however the web revenue attributable to the mum or dad firm decreased by 8.2 billion, solely 20 million yuan. The promoting income of Guangzhou Metro final yr was solely 336 million yuan, accounting for under 2.38% of complete income. There’s certainly large room for development in subway promoting. In response to Jiemian Information, of the 29 subway corporations throughout the nation, 25 had a rise in income and 17 had a lower in revenue. Shenzhen Metro, which has all the time been recognized for its profitability, will see its income lower in half in 2023. If authorities subsidies are deducted, all 29 subway corporations throughout the nation will truly lose income. Talking of which, city subways are public service infrastructure, and profit-making has by no means been its first precedence. Guangzhou Subway just isn’t the primary to earn money by means of fancy means, and it’ll not be the final. Beforehand, subway corporations in Beijing, Zhengzhou, Chengdu and different locations have opened up private promoting enterprise. Below the fact that subway corporations usually improve income with out rising income, fancy methods of making a living, comparable to opening up private promoting enterprise, might turn into the brand new regular for subway corporations.
Let’s speak subsequent week. I’m Gao Cheng, Nancai Observer. I’ll proceed to look at and observe subsequent week.
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