Reményeim szerint ez lenne a helye annak a nemzetközi makroökonómiai diszkussziónak, amit már évek óta folytatunk különböző topicokon egy pár emberrel, és amely megérdemelne egy saját topikot. Valamint nagyon remélem, hogy a társalgás hamar eléri azt a szintet, hogy a topik bekerülhet a Polgazd Fórum védett keretei közé.
Az itt megvitatandó témák közé sorolnám pl az amerikai hitelválságot, és a nyomában kibontakozó recesszió gyanús folyamatokat, Kina, Ázsia emelkedését és esetleges bukását, a világméretü erőforrás, energia és élelmiszer inflációt, a tőke és pénzpiacok folyamatait, a fentieket befolyásoló geopolitikai eseményeket, stb
Nem örünék annak viszont, ha magyar aktuálpolitikai témák jönnének fel, valamint a hitelpénzrendszer vagy a derivativ, opciós piacok eredendő gonoszságáról szóló fejtegetéseket sem szivesen olvasnék itt.
"A Német Ipari és Kereskedelmi Kamara (DIHK) azonban 2024-ben összességében a német export stagnálására számít. A kínai piac ugyanis nehezebben megközelíthetővé vált a német exportőrök számára. "Kína feljebb lépett az értékláncban, és egyre inkább maga állítja elő azokat az összetettebb árukat, amelyeket korábban Németországból importált" - mondta Vincent Stamer, a Commerzbank közgazdásza."
Empowered by the 5G-A network, drones can deliver seafood from Zhoushan, in East China's Zhejiang Province, to East China's Shanghai Municipality, over a distance of 177 kilometers within an hour, telecom operator China Mobile said on Tuesday.
Seafood can be served to consumers in a restaurant within about two hours, significantly ensuring the quality of seafood.
Lehet, hogy a jelenlegi haborus pszichozis oka eppen az, hogy elokeszitsek a katonai kiadasok drasztikus noveleset (amihez mashonnan kell elvonni penzt).
Kar, hogy Lloyd deMause mar nem el, fantasztikus erzeke volt a tarsadalmi folyamatoknak es azok manipulaciojanak a felismeresehez es leirasahoz (az elso obol haborut meg az elott megjosolta, hogy Irak megtamadta Kuvaitot - nem tudta, hogy hol lesz haboru, de azt tudta, hogy lesz, mert az amerikai tarsadalmat haborura keszitik fel).
"A Goldman Sachs előrejelzése szerint a kínai ICE autógyárak kapacitáskihasználtsága az idei 54%-ról 2030-ra 48%-ra csökken, míg az elektromos járművek kapacitáskihasználása az idei 58%-ról körülbelül 80%-ra javul az évtized végére."
A kulfoldi gyartok, pl. a nemetek, visszaszorulnak.
Citing the Global Innovation Index 2023, which was issued by the World Intellectual Property Organization, Shen added that China had owned 24 of the top 100 science and technology clusters by the end of last year, ranking first in the world for the first time.
According to the index, in 2023, as in previous years, the top 100 S&T clusters were concentrated in three regions, namely, Northern America, Europe and Asia, and more specifically, in two countries: China and the United States.
For the first time in 2023, China was the economy that had the most clusters ranked among the top 100, overtaking the US with 21 clusters unchanged on the year, the index said.
Data released by Shen on Wednesday showed that China authorized 921,000 invention patents last year, up 15.3 percent year-over-year.
More than 6.4 million works were registered as copyrights last year, an increase of 42.3 percent compared with that in 2022, he said.
China's freight train 55066 with a record load capacity of 32,400 metric tons successfully completed a trial run along the Shuozhou-Huanghua railway on Saturday.
Consisting of 324 carriages, the formation is hauled by four high power alternating current electric locomotives and has a total length of 4,088 meters.
China's electricity consumption, a key barometer of economic activity, logged robust expansion from January to March, according to the National Energy Administration.
The power use in the first three months of 2024 climbed 9.8 percent year-on-year to around 2.34 trillion kilowatt-hours, the administration said on Wednesday.
Az elozo kinai miniszterelnok kedvenc meroszama (Li index) a realgazdasag mukodesere olyan osszetevokbol all, mint az energiafogyasztas, aramfogyasztas, vasuti teherszallitas stb.
Ez alapjan az EU es az USA realgazdasag mar jo ideje recesszioban van. A kinai meg sokkal gyorsabban no, mint a GDP mutatja.
China's CR450 EMU prototype, with a designed speed of 400 kilometers per hour, is scheduled to roll off the assembly line within 2024, according to a senior official with China State Railway Group.
Significant progress has been made in the innovation of railway infrastructure technology for 400 kilometers per hour and the construction of comprehensive test sections for higher speeds, said Zhang Dayong, director of the Technology and Information Department of China Railway Corporation.
The CR450's predecessor, Fuxing CR400 EMU, has been operating on the Beijing-Shanghai high-speed railway since September 2017, with an operation speed of 350 kilometers per hour, a global benchmark for high-speed rail operation speed.
Since its launch in 2021, the CR450 Technology Innovation Project has completed the development of 17 new technology component prototypes. It has conducted 57 tests on the basis of the CR400.
In the test runs, the new project created a series of new records including the reaching of a single EMU open-line speed of 453 kilometers per hour. It's relative speed, measured when two trains move in opposite directions, reached as high as 891 kilometers per hour during the test.
The CR450 high-speed train has entered the stage of construction design and prototype development, Zhang said.
S&P Global Commodity Insights projects the share of nuclear power to be higher in the generational mix of coastal provinces at 15 percent in 2035, up from 11 percent in 2021, while China's nuclear generation capacity will reach 145 gigawatts in 2035, more than double the 2025 target level.
In China's latest 14th Five-Year Plan (2021-25), the government has called for nuclear generation capacity expansion to 70 GW in 2025.
According to the blue book, China continues to lead the world in the number of nuclear power units under construction at 26. Total planned installed capacity of 30.30 GW is currently under construction, ranking tops worldwide, it said.
The share of nuclear power generation is expected to reach 18 percent by 2060, which is similar to the current average level for members of the Organisation for Economic Cooperation and Development (OECD).
In 2023, China's BYD outpaced Tesla for the second year in a row, producing more than 3 million new energy vehicles and becoming the world's largest electric vehicle seller, while Tesla made 1.84 million cars in 2023.
Musk has previously recognized that China is Tesla's biggest rival in the EV area. "The Chinese car companies are extremely competitive," Musk said in November. "China is super good at manufacturing, and the work ethic is incredible.
"There's a lot of people who are out there who think that the top 10 car companies are going to be Tesla followed by nine Chinese car companies. I think they might not be wrong," Musk said.
Mind a 10 kinai lesz? Vagy a Tesla is ott lesz azert, de nem az elso helyen?
Kinai repulesi adatok. A nemzetkozi cargo 43%-os novekedese mogott valoszinuleg a nagy kinai webaruhazak vannak.
In terms of passenger transport, civil aviation transported nearly 180 million passengers in the first quarter, representing a 37.7 percent year-on-year increase and a 10.2 percent increase compared to the same period in 2019.
Specifically, domestic passenger transport routes served 160 million passengers, showing a 14.3 percent increase compared to the same period in 2019, while international routes served 14.12 million passengers, reaching 78 percent of the level recorded during the same period in 2019.
In cargo transport, the industry transported nearly 2.01 million tons of goods in the first quarter, marking a 34.4 percent year-on-year increase and a 19.6 percent increase compared to the same period in 2019.
Among them, domestic cargo transport routes accounted for 1.23 million tons, showing an 8.2 percent increase compared to the same period in 2019, while international routes accounted for 775,000 tons, showing a 43.6 percent increase compared to the same period in 2019.
Peter Tchir of Academy Securities recently wrote that he is "worried that as we restrict things for China, it will make them better at it. I think that we've asked before how China is making so many phones with 7 nanometer chips, when there have been restrictions in place on chips thinner than 10 nanometers."
Kina most ratesz erre egy lapattal. 2027-ig a kinai telekom cegeknek ki kell vonniuk az intel es amd chipeket.
Coal production and import volumes in China reached historic highs last year.
The national raw coal production in 2023 reached 4.71 billion metric tons, representing a year-on-year increase of 3.4 percent. Coal imports soared to 474 million tons, a 61.8 percent increase compared to the previous year. Coal exports also saw a rise, reaching 4.47 million tons, an 11.7 percent increase year-on-year.
By the year-end, the number of coal mines nationwide had reduced to around 4,300, with large-scale coal mines producing over 1.2 million tons annually accounting for over 85 percent of the national total, a 5 percentage point increase from 2020.
Tobb mint 3000 szenes eromuvuk van, 1000 GW teljesitmennyel. De pl. a cementipar is foleg szennel megy (mehetne foldgazzal is), es a vagyipar is nagy szenfelhasznalo.
Ez a tiszta hus/halhus mennyisege. A teljes mennyiseg (husban levo csonttal, illetve tisztitatlan hal, rak, stb. tomeg) ezeknel 30%-kal tobb/haromszorosa.
Tobb hust es halat (joval tobbet) esznek, mint mi. A hal, rak stb. 82%-at akvakulturakban allitjak elo, a tobbi a vad fogas.
The budget deficit will growth another $16 TRILLION over next 10 years. That's with the proposed massive tax hikes. Without them the deficit will grow $19 trillion. That's why you will hear the "deficit is being reduced by $3 trillion" over the decade.
Ebbol 686 ezer szemelyauto. A teljes exportbol 182 ezer volt NEV.
Among the top 10 automakers by vehicle exports, Chery took the crown with 169,000 units. BYD reported the fastest growth rate, with 60,000 vehicles exported in the first two months, up 110% on a yearly basis, followed by Great Wall Motors (91.9 percent) and Changan Auto (86.8 percent).