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China's real-estate debt is being lent to banks, hundreds of banks become unstable bombs The reform and opening-up is over, the CCP's hard-to-maintain suppression mechanism has also broken into pieces The Ministry of Public Security and the three major international economic forums sing anti-tune, foreign companies withdraw in exchange for promise Developed countries are stuck together, restricting chip equipment exports to China Hello everyone, welcome to the International News Eye, I'm Meiling China's real-estate market has been in a good shape since last year The CCP has transferred the real-estate debt issue to banks, and many banks have suffered losses Analysts say that with the accumulation of loans, hundreds of banks may become unstable bombs On March 28, a report by Longtou Real Estate Group Wanke said In 2023, the net interest rate fell by 46.39%, which is shocking China's large-scale real estate company Yueyang Group reported that In 2023, the net loss has exceeded 210 billion yuan Fuli Real Estate lost 201 billion yuan Yajile lost more than 13.8 billion yuan last year Xihuikongguo lost more than 8.9 billion yuan Zhengrong Real Estate lost more than 8.4 billion yuan last year Although the Beijing authorities have recently taken measures to remedy the real estate industry For example, a white list of loans provided to developers to reduce real estate interest rates Cancel the previous financing restrictions on real estate developers But it has not yet been able to reverse the situation of low real estate And official data from the CCP shows that In January and February this year, China's new housing sales amount fell by 32.7% in the same period as in 2023 The area of ​​household sales has also dropped by 24.8% Under this situation, the area of ​​real estate developers' new housing development has also dropped by 29.7% The real estate market is very anxious But Pan Gongsheng, the head of the Central Bank of China, said in a recent China Development Summit There are some positive signals in the real estate market And long-term healthy and stable development has a solid foundation But the outside world is suspicious of this Chen Songxin, director of the Center for Economic Policy Research at Taiwan University of East China said to the US In fact, the real situation is so ideal that I'm afraid I can't tell Pan Gongsheng He pointed out that the Chinese banks have inherited some of the local government's debt That is, to transfer bad assets to the bank Even if these debts are not recognized as loans But it will also make the bank put them in the audience category And eat some funds in preparation for recognition The consequences are that this will affect the bank's ability to pay It will also seriously impact the bank's actual profitability This is also why the interest rate gap in Chinese banks is only about 1.5% Usually less than 2% It represents a weak profitability Affect the health of the bank and credit Chen Songxin pointed out The CCP is not really resolving the debts of real estate developers But hiding or transferring Pan Gongsheng also said The fluctuation of the real estate market has a limited impact on the financial system He said, not only is China's financial system running steadily And the overall health of financial institutions He also believes that the risk is stronger than the ability But the actual situation is a shame for the CCP Because of the explosion of China's real estate industry Has an impact on the financial industry On March 27, according to the Bloomberg News China's real estate crisis It is the biggest state-owned bank in China Asset debt Because their bad interest rates are climbing On March 24, the data released by the Chinese Transport Bank showed Real estate bad interest rates From March 2023 2.8% at the same time Climbing to 4.99% at the end of the year Chinese Commercial Bank Real Estate Depreciation Loan Bad interest rates increase by 9.6% 27.8 billion RMB And many Chinese banks Have reported losses during this time Guangda Bank's return on investment has fallen by 3.92% The net profit rate has fallen by 8.80% The Central Bank's net profit last year fell by 16% Dongguan Agricultural and Commercial Bank Net profit last year also fell by 12% Guangzhou Bank's net profit has fallen for four consecutive years According to Lu Mei Hundreds of Chinese banks have reported bad debt On March 19, Jiujiang Bank issued a performance forecast In 2023, the net profit expected to fall by 30% Jiujiang Bank's bad interest rates have been rising for two consecutive years And in the third quarter of 2023 It broke through 2% The net profit rate has fallen continuously According to the company's forecast data As of the end of September 2023 Jiujiang Bank's bad loan balance is 68.68 billion yuan The bad loan rate is 2.27% The net profit rate is 133.63% On March 27, according to Economist The CCP's bank issued a loan to an asset management company To deal with its own bad loan Banks involved in this kind of transaction On the surface, it is solving the problem of bad debt But in fact, it is concealing the problem of bad debt The report pointed out that Jiujiang Bank's bad debt From 2015 to the end of 2023 has increased sevenfold The problem is the increase in bad bank loans Weakened the financial institution's asset liability It also makes it more difficult for the Chinese government to provide financial support to its preferred industry The report cited Professor Ruan Tianyue of the Department of Finance of the Singapore National University of Commerce and Industry And Professor Miao Meng of the Department of Finance of the Chinese People's University of Finance These problems will continue to accumulate For hundreds of Chinese banks They are like a time-stop bomb Although Xi Jinping claims to implement a deepening of reform But some scholars say that China's reform and opening up has ended If the CCP lacks enough funds to maintain the suppression machine It is easy to break up and have a bloodshed revolution like Li Zhicheng Recently, the CCP Party and Xi Jinping met with representatives of the US industrial and commercial sector and the strategic cooperation sector China's reform will not stop, openness will not stop We are planning and implementing a series of comprehensive deepening reforms It feels like Xi Jinping and the CCP are determined to make a big change But experts familiar with the CCP's internal situation hold different views Wu Guoguang, a senior researcher at Stanford University's China Economic and System Research Center, said to American friends China's reform and opening up has ended He said that after China joined the WTO in 2001 Emphasize the so-called Chinese model The reform is over He said that after joining the WTO China does have rapid economic development But is it really in accordance with the requirements of the World Trade Organization To carry out a new reform of the Chinese system? It's all a little bit of a joke As for the interest law, which countries are legislating every day This cannot be called a reform He said that the next ten years of the CCP is the era of reform and opening up After Xi Jinping took office The era of reform and opening up is over Entering a reversal Wu Guoguang analyzed and said The reason why Xi Jinping wants to return to the Mao era It's because he sees economic marketization Will bring a certain degree of social diversification It also includes the marketization of concepts and public opinion to a certain extent The problem is This is incompatible with the political arrangement of the CCP's one-party autocracy Threaten the Communist Party's one-party autocracy Xi Jinping can only follow Mao's method And Mao Zedong's political method It's a combination of no market economy at all Xi Jinping's challenge is How can you use Mao's method Can also use the market economy Didn't pinch the market economy to death Can also use it to create wealth He is constantly entangled in the economy and ideology This contradiction is reflected in reality On March 30, the Chinese State Council Office announced In April this year, up to 20 provinces There are related problems with the business environment Do in-depth supervision And call on the people's government to provide local governments Clue to entice them It seems that the CCP wants to loosen the rope around the neck of the people But to participate in talks with Xi Jinping A head of a U.S. company revealed U.S. executives have repeatedly mentioned private enterprises to Xi Jinping But he always puts the focus of the topic Return to the knowledge of large state-owned enterprises that dominate the economy So these U.S. executives How can you trust Xi Jinping's promise to them? How can you rest assured to continue investing in China? Wu Guoguang also pointed out The various benefits of reform and opening up still exist Although Xi Jinping wants to return to the Mao Zedong era But whether it's the CCP's dignitaries or ordinary people Are instinctively fighting and fighting against this So this leads to China It's hard to really go back to the Mao era And in order to maintain self-government Constantly strengthen stability and tighten speech and social space Wu Guoguang said When China's economy deteriorates And the Chinese government does not have enough money When supporting a huge suppressing machine There may be a break Just like the bloodshed revolution in the Ming and Mao Zedong eras The Chinese Communist Party has held three major international economic meetings in a row in a week Politburo Standing Committee All Out Attempt to prevent foreign investment from withdrawing Tempt foreign investment Write to the Chinese Communist Party When foreign traders listen and observe Promise fatigue to the Chinese Communist Party Some say they still want to withdraw Think the risk is greater than the return Some say Keep a cautious attitude Continue to observe the next move of the CCP At this time The Ministry of Foreign Affairs issued a voice in opposition to the central government Send a video warning Prevent foreign investment This is equal to Directly to the CCP Recently, the movement to secretly please foreign investment Made a conclusion Let the CCP go abroad It's worse than hitting your face March 24th to 29th China Development High-Level Forum Investment China and Boao Asia Forum Held in Beijing and Hainan respectively Xi Jinping leads the Politburo Party Committee Friendly history of foreign trade You have me I have you Create more business opportunities Full of nonsense Please foreign companies Make this country's entrepreneurs jealous of foreign traders Can enjoy a green light However, foreign companies' promises to the CCP's senior officials Not happy Some businessmen say Full of temptation When used up The policy will become the opposite Soon The mouth moved The whole thing turned over Even if they have formulated the law It's the same It seems This time the CCP wants to hire foreign investment It's not that easy Under such a background The Ministry of National Security of the Chinese Communist Party But even more with Xi Jinping Sing in opposition Send a video warning Prevent foreign investment On the 28th, the Ministry of National Security of the Chinese Communist Party In a micro-film form Ask the Chinese people Beware of foreign consulting businessmen The micro-film is about 8 minutes and 22 seconds long Called Caution Close investigation Hiding national security risks Published by the WeChat public account of the Ministry of National Security of the Chinese Communist Party The video requires the Chinese people to beware of foreign espionage intelligence agencies Use investigation and consulting activities as a cover Steal vital information in China's key areas Observers in the city think The CCP says one thing and does another On the one hand, it is good On the other hand, it suppresses Unexpectedly exposed its true nature The chairman of the European Union Chamber of Commerce Yan Zi also said The European Chamber of Commerce has not seen the CCP government Willing to implement structural reforms To solve the fundamental challenges facing the Chinese economy And allow foreign companies and private enterprises The sign of supporting China's economic potential Minister of Commerce Gina Raimondo said The US company told him China is not suitable for investment Because the risk is too great The more the CCP promises to be honest The more frightening it is Because it means it has a bigger purpose Deeper purpose Before that, the United States only restricted AI chip exports to China But as of April this year All AI chip electronic devices Are facing export control to China The United States is also persuading allies Further restrict export to China And advanced chip-related products Show that Western countries are all stuck with the CCP According to a report in Germany The US government's previous export control to China Only involves AI chips And the United States on April 4 this year The new regulations that will be in effect Electronic devices for all AI chips Exports to China have been restricted This led to Chinese companies Want to get AI chips and manufacturing tools made in the United States The difficulty has increased further The United States is considering national security To make such a decision In December 2023 U.S. Secretary of Commerce Raymondo pointed out The CCP is the greatest danger we have ever encountered He also said The restrictions on China's chip exports that have reduced income Displeased many U.S. chip company executives Raymondo firmly said Protecting our country's security is more important than short-term income He also said that we will not let China catch up Recently, according to Bloomberg The U.S. government is trying to persuade Germany The allies of the Netherlands, Japan and South Korea In terms of products related to China's export and advanced chip To further restrict This includes German-made optical chips Key optical devices Dutch-made optical chips And after-sales maintenance services And Japanese-made optical glue It seems that the CCP is in the field of advanced chips Not only was it encircled by the United States But also by the neck of other developed countries Okay, that's all for today Thank you for your attention See you tomorrow