Page 1889
Page 1889
The cost will never disappear by itself, it will only be transferred, hidden, and hidden under the rug, and the profits will not fall from the sky. In a short period of time, the profits of central enterprises have increased by leaps and bounds. We have reason to doubt: In addition to economic In addition to the growth itself and the normal profit growth brought about by the performance improvement of state-owned enterprises, a considerable part of the profits of central enterprises is brought about by transferring costs and squeezing the profits of other enterprises.
That is to say, part of the profits that should belong to the public welfare and other enterprises are transferred to the profit and loss statement of central enterprises.It is very likely that this is one of the main mysteries of the magic growth of central enterprises' profits.
This point can be seen very clearly in Huaxia's banking reform.
Not so long ago, Huaxia’s state-owned banks had always been a typical bad bank with many bad debts, but after just a few years, through capital injection, introduction of strategic investors, and listing, the state-owned banks quickly changed from a hot potato to a hot "hot potato". high-growth bank.Because of the miraculous results, Huaxia's bank reform was hailed as a financial miracle.
In fact, Huaxia's bank is far from being as miraculous as experts boasted. It just cleverly used the "advantage" of Huaxia's special system to disperse and hide its huge reform costs.
The most critical step in the reform of state-owned banks is actually the capital injection from public finances.
Without this step, the subsequent introduction of strategic investors and listing financing would be impossible.And with this step, the following steps are actually a matter of course.However, the capital injection of several trillion yuan could have been used to carry out the construction of social public goods such as medical care, education, social security and environmental protection, which are also urgently needed.
Perhaps in the priority order of the Chinese people, finance is more urgent and dangerous, but it is undeniable that the miracle of financial reform in China is actually at the cost of a serious lack of social public goods and the serious lag of China's social development. for the price.
This actually further disintegrated China's already severely corroded social unity and exacerbated the fracture of Chinese society.In the past few years, it is not accidental that there has been more and more boiling anger in the fields of medical care, education, environmental protection, and social security.
The financial crisis that people have been worried about seems to have disappeared without a trace, but in invisible places, China's social crisis is just around the corner.
A researcher once summarized Huaxia's banking reform as "Huaxia-style growth", but viewed from this perspective, it should be called "Huaxia-style magic".There is a bit of black humor in it.
Obviously, gaining benefits by eroding other social stakeholders is not limited to state-owned banks, nor is it limited to large monopoly state-owned enterprises, but to almost all enterprises.
It is easy to understand that other types of enterprises do not have the unique conditions as central enterprises and state-owned banks. The way they obtain excess benefits other than economic growth is often by passing on environmental costs, obtaining cheap land, striving for tax incentives, and even directly depriving labor achieved by the author's method.
This situation can be seen everywhere in China's real estate companies and sweatshops.
In China's reform, in addition to the deep-rooted government worship, a new kind of company worship has emerged.This kind of adoration has created an extremely favorable cultural atmosphere for enterprises to obtain excess benefits in economic development.The direct consequence is that the "citizens" who are important subjects in society and the extreme shrinkage of civil rights are the abnormal growth of government and enterprise income.
It is of course a good thing if the increase in corporate profits is achieved under the condition of relatively balanced growth among the government, enterprises, and citizens, but if it is achieved by depriving other stakeholders or passing on costs, it is very cause for concern.
The current situation in Huaxia is likely to belong to the latter.
No one knows better than Zhao Fusheng what kind of impact this so-called reform dividend will bring in the future.
Since [-], China's stock market has been booming for eight years.
During these eight years, housing prices have been getting higher and higher, and people's income has gradually failed to keep up with the level of rising prices. The most intuitive example is that money has become more and more difficult to earn.
At the same time, the upward channel is locked, such as the 90s and even the beginning of the century, there are fewer and fewer examples of successful entrepreneurship.
People find helplessly that there seems to be no more effective way to live a better life except to work for others.
Starting a business is becoming increasingly difficult.
The demand for pensions is increasing, and the family planning program that was strictly enforced by the country has finally chosen to give up and open up the second child.Even began to encourage farmers to pay pension insurance...
Zhao Fusheng is very reluctant to admit it, but the facts are in front of him.
"what are you thinking?"
At this time, Tan Kaixuan's voice sounded, and he looked at Zhao Fusheng puzzled: "You, let me think about it, but you are in a daze."
Only then did Zhao Fusheng notice that he was actually distracted just now.
Sighing, Zhao Fusheng said to Tan Kaixuan: "In recent years, apart from real estate, try not to invest in the domestic real economy. Let's invest more in the Internet industry."
"Why, what did you think of?"
Tan Kaixuan was startled, and looked at Zhao Fusheng in surprise.
Obviously, he felt that Zhao Fusheng should have noticed something.
Zhao Fusheng smiled wryly and nodded: "It's not that I thought of anything, the stock market will definitely have problems this year, you just listen to me, and quickly throw away all the stocks in your hand, don't wait until the big bear market really starts, you want to find someone to take over None can be found."
"I know this."
Tan Kaixuan nodded. On this matter, he still listened to Zhao Fusheng's words.
It's just something else, he really wants to hear Zhao Fusheng explain to himself.
"The economic situation is not optimistic."
Zhao Fusheng sighed, and did not hide it from Tan Kaixuan. He combined some of his own judgments with the memories of his previous life, and said in a deep voice: "The real economy will become more and more difficult, and the manufacturing industry will face great challenges. plight, especially in the north.”
After Tan Kaixuan listened to Zhao Fusheng's words, his face was suddenly startled: "Isn't it?"
Obviously, he didn't think what Zhao Fusheng said was that serious.
Zhao Fusheng shrugged: "What do you think, think about it, now even the old lady who sells vegetables on the street knows how to make money in stocks and wants to invest money in it, do you think it's normal? If the value of these stocks in the stock market shrinks Even if one-third, how much wealth do you think will be evaporated? As for PetroChina, if the stock price plummets, how many years do you think it will take to recover? How many people will lose their fortunes?"
Tan Kaixuan was speechless.
Zhao Fusheng's words hit the nail on the head, and directly spread out the place that he hadn't thought of all the time.
"Damn it, if this is the case, then I should withdraw the capital from the country!"
Tan Kaixuan gritted his teeth, and said in a low voice to Zhao Fusheng.
Zhao Fusheng laughed: "You can do whatever you want, but I still say the old saying, try not to touch the entity, just invest more in Internet projects."
This is the way Zhao Fusheng really wants to tell Tan Kaixuan.
ps: A few words of nonsense. In recent years, I can really feel that money is getting harder and harder to earn, and the physical business around me is getting harder and harder. I don’t know the reason, but I can feel it.Hey, with a sigh, I can only continue to work hard!
Chapter 300 The Big Family Room
The topic between Zhao Fusheng and Tan Kaixuan did not continue after all.
No way, the topic is too heavy.
It was so heavy that both of them were in a bad mood.
"You guy, talking about this makes me feel bad."
After a while, Tan Kaixuan glared at Zhao Fusheng.
Zhao Fusheng's face was innocent: "You brought it up first, don't care about me."
"It doesn't matter that much."
Tan Kaixuan said: "Since this is the case, then I really have to make a new plan recently."
It seemed that he had other plans before.Otherwise, it is impossible to invest money in the stock market.
But now that he has reminded him, it seems that he is planning to change his mind.
"fair enough."
0p0