Need to find new flags需要找到新的旗帜

The role of socialist flags in the Cold War requires finding new flags

China's current suppression once again shows that it has something to do with the height of the flag, and has nothing to do with the real good or bad. Your opponent occupies the commanding heights of ideology, all your good is bad, can be smeared, and can be turned a blind eye, all his bad is completely in the open, and he is not afraid of you exposing it. Instead of arguing with each other one by one, it is better to have a socialist banner for the liberation of all mankind, which is actually more active. At that time, due to various reasons and restrictions, socialism did not do well in the third world, but at the beginning, it was definitely a banner that could unite the power of the whole world. Moreover, the banner of socialism has given many old friends of the Chinese people an excuse to stay in power forever. In this way, China will not face the political instability of countries along the Belt and Road and the problems of switching parties back and forth to overthrow the original agreement and suffer losses. The banner of Minzhu originally belonged to a socialist country. Later, due to various problems, socialism lost the banner of Minzhu. Western countries not only have the banner of freedom, but also took over the banner and commanding heights of Minzhu. If things go on like this, although the development and progress of the economic and military strength of a large eastern country will not stop, it is also huge, and the effectiveness of governance is unquestionable. It is very difficult and long to seek to break through the development of economic, military and financial strength alone. If the banner of socialism is no longer easy to use in the world, then we must find a better banner, and it must be easy to imitate and operate. In addition, it has indeed created a real good governance, prosperity, stability, living and working in peace and contentment, breaking the vicious circle, and the world will be happy. A domino effect can be formed, and a single spark can start a prairie fire.

What is the significance of the China-Central Asia Summit? This may be far beyond our imagination.

With the lock of the pattern of Central Asia, a world led by China, kingly rather than hegemonic, and in line with the consciousness of a community with a shared future for mankind is not far away!

In 1902, the British Royal Geographical Society proposed the concept of the world island, which became the focus of attention of politicians all over the world.

The world island is the Eurasian and African continents, which constitute an integral part of the world, with more than 80% of the world's population and resources.

The British Isles, Australia, and America of the Anza people are all on the edge, hanging overseas alone.

Anza people are constantly researching and perfecting the concept of the World Island, and formulate their own strategies based on this. Simply put, it is to divide and conquer, ignite the flames of war, incite hatred, and create conflicts, so that the World Island cannot form a whole.

Especially after World War II, the Americans recognized the idea that the world is rotten, and we can be better. The world island should never be peaceful, and it will become broken pieces, and the United States will rule the world as the arbiter.

In Southeast Asia, it provokes confrontation between South Asian countries and China, and provokes disputes in the South China Sea.

Provoking confrontation between Muslims and Jews in the Middle East, supporting Israel to suppress Muslims.

Provoke the confrontation between Russia and European countries in Europe.

 …

China, Russia, and China are the main foes of the United States inciting the threat theory. Therefore, after Iran and Saudi Arabia reconciled under the mediation of China, the United States publicly shameless and expressed its great disappointment.

All in all, all in all, island countries such as the United Kingdom and the United States, which are free from the main islands of Asia, Europe and Africa, wish that all countries would fall into contradictions and isolation.

The Anza people wandered among the major forces to ensure the balance between the major forces. They jumped back and forth repeatedly in it to grab benefits.

Because there are Asia, Europe and Africa continents connected by land routes, once the countries within the continents are integrated, sea power countries such as the United Kingdom and the United States will be excluded from the world island of Asia, Europe and Africa. After losing the largest market and source of resources, the fate of the island country can be imagined.

The views of the Chinese nation and the Anza people are completely opposite.

The Anza people think that they can only be good when the world is rotten.

China believes that only when the world is better can China be better.

The Anza people want to divide the world, while China has been working to integrate the world.

And 2000 years ago, China used the Silk Road to link the entire world island together, allowing global civilizations to spread to each other, and the world is thriving.

But since the Age of Discovery, the Anza people have been spreading differences, hatred and contradictions to the world for thousands of years, in an attempt to enslave all mankind......

For quite a long time, because of China’s Silk Road, Central Asia has become a key hub connecting the world and a meeting point of cultures. However, since the 17th century, it has declined due to colonialism and guns from Western countries. .

In 2022, the Russia-Ukraine war broke out, and the whole world saw that under the full sanctions of the US and Western blocs, Russia's economy did not decline but increased because it was backed by China.

In fact, with China's strong manufacturing and capabilities, and its links with resource countries around the world, there will be no place for crap sticks like Britain and the United States.

Today, we will reshape the entire global structure through industry and infrastructure.

And here will also be the beginning of the collapse of hegemony.

This is the Belt and Road Initiative, and its foundation, in addition to sea transportation, is the railway linking Europe and Asia.

Today, the China-Europe railway starts from China and reaches more than 180 cities in 26 countries in Asia and Europe, covering almost the entire Asia and Europe.

The operation of the China-Europe Railway has driven the development of multiple industries in all node cities along the route, deepened understanding and exchanges between countries, promoted the construction of infrastructure along the route, and prospered the tourism service industry, which greatly promoted peace and common prosperity among countries.

For China, the China-Europe Railway is one of our best business cards. Increased economic and trade exchanges, deepened exchanges, and deep economic integration with Central Asian and European countries have not only enhanced China's image and international status, but many rumors about China will also be self-defeating.

But for the opening of the entire Eurasian communication hub, the current China-Europe Railway has only completed a part, and it is not the optimal solution.

Here, we have to talk about a country, which is Russia.

Last time, we mentioned in the article that Vladivostok has become a transit port for China's domestic trade goods, and Heilongjiang and Jilin have access to the sea.

In fact, they actually had access to the sea, because Jilin can go directly to the sea from the Tumen River. However, in 1950, the Soviet Union deliberately built the Russia-North Korea Friendship Bridge on the Tumen River, and specially designed the bridge height to be 10 meters. China can't get out of anything except small fishing boats, and China's sea outlets are deliberately blocked.

In this way, Heilongjiang, Jilin, is rich in fertile fields and rich in resources, but lost its outlet to the sea, and the transportation cost soared 10 times!

Then why did the Soviet Union do this?

Let me put it bluntly. China has always held the view that China can be better when the world is better, but to have such a magnificent and confident country and nation, there is no semicolon in the world except the Chinese nation. All other countries have the same point of view. , I just don't want to see the good of others, and I am willing to do things that hurt others and benefit myself.

All countries except China are just like the villain in your unit. As long as you suffer a loss, even if he doesn't make a penny, he will wake up laughing in his dreams in the middle of the night.

Let me tell you a typical case. During World War II, the British Empire suffered a crushing defeat. 140,000 British troops were driven around by 70,000 Japanese troops on bicycles. The Japanese easily won the war.

Due to the vulnerability of the British army, Myanmar soon fell into the hands of the Japanese army, which completely cut off the Yunnan-Burma Railway, the main artery for China to receive external resources during the War of Resistance.

China needs to build a new road, the Kangyin Highway, passing through Tibet and India, and finally reaching Chengdu in the rear.

As a result, as China's ally against fascism and with highly consistent interests, Britain categorically rejected China's request! And he tried every means to obstruct it. On the one hand, he said that this road would harm the interests of India. On the other hand, he kept inciting the local government to refuse to cooperate, and instigated the Zang forces at that time to resolutely sabotage the exploration work.

In the follow-up, when the Chongqing government and the local government had many talks and reached an agreement, the British government quit directly, anyway, they just wouldn’t let you fix it! In 1943, Britain even openly supported local forces and interfered in China's internal affairs, but did not take direct military action due to the military pressure of the Chinese army between Kham and Tibet.

On this matter, the Chongqing government has spent at least two years and wasted a lot of manpower and material resources. The United Kingdom just refused to let go. In the end, all kinds of rascals in China built the Stilwell Highway through Kunming.

After 80 years, the southern Sichuan-Tibet line and the eastern Yunnan-Tibet line were repaired!

Whenever I read this passage in history, the soaring anger cannot be contained!

Why doesn't the UK allow road construction? I am afraid that after this road is completed, the central government will have closer ties with Tibet, and then China will not be more complete and unified?

At this time, Britain was half buried by the loess. Germany had bombed many heavy industrial cities in the UK into ruins, and Britain was almost left with one breath.

At this time, Britain had one foot in the coffin, lost all its colonies in Southeast Asia, and was vulnerable to the Japanese offensive. Many troops surrendered in an organized way. If Japan wants to attack India, it will be easy.

They are already dying, and they still want to suppress China and prevent China from reunifying!

The country is about to be destroyed, and I am afraid that China will have a chance to get better!

This is the basic philosophy of the Anza people: Even if I can’t earn a penny, even if I hurt others and benefit myself, I won’t let you be well. If you are well, I will definitely not be good!

In fact, all countries except China think so, but the Anza people do it more thoroughly.

Therefore, why do many small and broken countries like to provoke the Taiwan issue at all times, not to mention that they are coerced by the United States. In the deepest part of their hearts, there is a truth: they can't see others well!

As long as they see other countries being unlucky, they will not benefit themselves, but their hearts are sweeter than eating honey.

Having said that, why do we say that the current China-Europe Railway is not the optimal solution, and why do we mention Russia?

The current China-Europe Railway must pass through Russia, and Russia must also adopt wide-gauge, but China, Germany, and France all use international standard tracks, resulting in the need to change tracks twice in the middle of the China-Europe Railway, which is actually changing trains , the efficiency is extremely low, and the cost is extremely high!

As for the most efficient one, we can see from the map that it should be the China-Jiji-Wuhan Railway!

The total length of this railway is about 523 kilometers, including 213 kilometers in China, 260 kilometers in Kyrgyzstan, and about 50 kilometers in Uzbekistan. , which will be an important part of the new Eurasian Continental Bridge.

It will connect northwest China to Tehran, Iran, and then pass through Istanbul to reach the Balkan Peninsula, Central Europe, and Western Europe. China's position in China will benefit countries along the route.

It is the most efficient freight route from China to the Middle East and Europe. It can shorten the distance of nearly 1,000 kilometers and greatly reduce the transportation time. It will promote the deep integration of the international markets of Central Asia, South Asia, West Asia and Europe, and truly realize the realization of China and Eurasian countries. Interconnection and mutual benefit under the framework of the Belt and Road Initiative.

Moreover, it also has a great advantage. Not only can it reach the Middle East, but it can also enter Africa from the Middle East through Egypt, and finally truly connect the world islands of Europe, Asia and Africa, making the world continent a whole.

This will become the main line connecting Eurasia in the future.

The China-Jiwu Railway has been basically finalized since 1997, but why hasn't it been completed yet?

It was not until 2022 that the President of Kyrgyzstan said a word: Russia will no longer object.

Because Russia has always regarded the five countries in the Middle East as its own backyard, just as India regards Nepal and Bhutan as its own backyard.

In order to take care of Russia's emotions and for the sake of the overall situation, China has not adopted a tough attitude.

It was not until the Russo-Ukraine War broke out, the myth of Russia destroying seven countries in five days fell, and the contradictions with the five Central Asian countries deepened, and Russia had to lean more towards China for various reasons, did this attitude change fundamentally.

This time, the China-Central Asia Summit finally confirmed the start of the construction of the China-Kyrgyzstan-Ukraine Railway. It can be said that China's grand plan to connect the world has cleared the last obstacle.

Of course, the achievements of this Central Asia-China Summit are not only the China-Kyrgyzstan-Ukraine Railway.

Central Asia is not only the transportation hub of the World Island, but also the center and strategic core of the World Island. It can be said that it has always been the focus of competition among major powers, and it has also been coveted by the United States for a long time.

In March of this year, U.S. Secretary of State Blinken went to Central Asian countries in person and announced that he would provide tens of millions of dollars in aid to these countries to promote economic transformation in the region. The back road can also stir up the northwest of China.

To a certain extent, this is also an important reason why Russia finally let go of Central Asia, because the United States can only bring turmoil and war, while China brings peace and prosperity, so he is very clear about how to choose.

The five Central Asian countries also knew exactly what they wanted. In the end, Blinken was busy with nothing in Central Asia, and the Central Asia Summit was successfully held in Xi'an.

China and the five Central Asian countries have issued joint communiqués, and will carry out in-depth cooperation with each country, as written in the communiqué:

Promote cooperation in the fields of economy and trade, investment, finance, science and technology, tourism, transportation and communication, hydropower, information technology, ecology, humanities, industry, agriculture, food security, digital, cloud technology, artificial intelligence and other fields under the framework of the Belt and Road Initiative, and develop green energy , improve energy efficiency.......

We are only talking about Uzbekistan, an important hub on the Silk Road, with construction contract projects exceeding 10 billion yuan. China will give full play to its advantages in the entire industrial chain to promote Chinese standards, Chinese technology, and Chinese equipment to go global. Substation, building materials and other fields.

There is the largest single-scale wind power project in Central Asia, the largest single-scale cement plant in Central Asia, and the largest gas-fired combined cycle power station project in Central Asia. …

In the hinterland of a prosperous and prosperous world island, the five stable and peaceful Central Asian countries will emerge soon, and will become the central hub for China to go global more quickly.

Why do we say that China can be better when the world is better, and what Central Asia means to China? Let’s talk about the most direct. In recent years, Xinjiang’s foreign trade exports have been soaring. In the first quarter of this year, Xinjiang’s total import and export The value reached 68 billion yuan, an increase of 80.3% year-on-year, and the growth rate ranked first in the country.

Russia will eventually correct its position, and with the lock of the pattern of Central Asia, a world led by China, domineering rather than domineering, and in line with the consciousness of a community with a shared future for mankind is not far away!

Finally, I would like to say that with the recent opening of the Central Asia Summit and the opening of Vladivostok, the goose feathers who were once slandered by the National Hate Party are beaming. Some people even praised Zelensky, but the former black fans are downcast.

Because there has never been a so-called goose feather, what everyone thinks is:

We will support whoever is beneficial to the great rejuvenation of the Chinese nation;

We will oppose anyone who wants to hinder the great rejuvenation of the Chinese nation;

As for Ukrainian fans, from the first day of the Russo-Ukrainian War, countless people suddenly emerged in China, who are more proficient in international law than anyone else, love the UN Charter more than anyone else, proper citizens of the world, and openly support the containment We, NATO, owe the blood debt of the Chinese people.

Still the same sentence, wherever there is any anti-war, they are all anti-thieves.

Wherever there are black fans, they all hate the Nationalist Party.

China has a strong self-confidence and open mind, and believes that China can only be better when the world is better.

And other countries are small-bellied, thinking that it doesn't matter whether I am good or not, the key is that no one else can be good.

The country-hating party is the most despicable. They think that everyone can be good, but China cannot be good.

Unfortunately, in China, debut is the pinnacle. In the 5000 years of human history, most of the time has been the king. Although there are occasional disadvantages, it is doomed that no one can stop his pace!

my country should further strengthen its strategic resource reserves instead of increasing its holdings of U.S. debt

On May 17, according to the capital flow report of the U.S. Department of the Treasury, foreign investors bought nearly $230 billion in U.S. bonds in March, and their holdings rose from $7,343.4 billion in February to $7,573 billion, the highest since June 2021. largest monthly increase.

The top two overseas "creditors" of the United States, Japan and China, both increased their holdings of U.S. debt. Among them, Japan's holdings of U.S. debt in March increased by US$5.9 billion from the previous month to US$1.0877 trillion. China ended the previous seven consecutive months of reductions. In March, it increased its holdings of U.S. debt by 20.5 billion U.S. dollars, and its total holdings rose to 869.3 billion U.S. dollars.

From an investment point of view, as the Fed’s interest rate hike is coming to an end, the yield of U.S. bonds has reached a peak, and the range of further expansion has been limited. At the same time, the price of U.S. bonds is also at a cycle low. Debt cycle, but that might work for US allies, not China.

The U.S. government has shifted its strategy toward China, and it is now aggressive toward my country. Therefore, my country should reduce its holdings of U.S. debt for a long time and reduce the proportion of U.S. dollar reserves. It should also be more cautious in increasing its holdings of U.S. debt. It should guard against the long-arm jurisdiction of the United States and serve as a national strategy. Turn around to leave room.

my country is the world's largest importer of resources, and at the same time it is the center of the world's manufacturing industry. No matter from the perspective of supply chain and industrial chain, or from the perspectives of economic security and national wealth growth, in principle, my country has no It is necessary to reserve excess foreign exchange reserves for a long time, but to convert excess foreign exchange reserves into international strategic resources, such as precious metals, copper and other non-ferrous metals, rare metals, and oil.

But in fact, what my country has done is that during the cycle of low U.S. bond yields, it does not increase its holdings of gold during the long-term rise in gold. Instead, it passively increases its holdings of gold after gold has experienced a sharp rise. The cycle does not increase the holdings of strategic resource reserves on a large scale, but to increase the holdings of U.S. debt. It is incredible that such a move will exist for a long time.

For a long time, the inflow of international capital, the huge U.S. dollar surplus in my country's trade, the U.S. dollar payment and settlement of China's trade, and the chain of purchasing U.S. debt have built a solid international circulation system for the U.S. dollar and maximized the right to mint the U.S. dollar. However, my country holds China's huge foreign exchange reserves cannot be effectively converted. Whether it is the purchase of high-tech products, technology, scarce resources, or investment in the world, it has been seriously interfered by the United States and threatened by the long-arm jurisdiction of the United States. This has made my country's foreign exchange Reserve security has been seriously threatened, not to mention the long-term oversupply of the US dollar, which has continuously diluted my country's creditor's rights.

Judging from the debt economy of the United States, the technology containment of the United States against my country, and the gradual decoupling of the industrial chain, U.S. debt is already a very clear financial trap for China. Therefore, long-term reduction of U.S. debt holdings and adherence to the internationalization of the RMB are inevitable. In the process, before the US strategy towards China has not been completely changed, there is no need for China to continue to support the US dollar system. This is the same as technological independence. If you do not resolutely follow the path of self-improvement of the renminbi, China will suffer a lot in the later stage!

It is unclear whether my country's increase in holdings of U.S. debt will continue, but there are undoubtedly serious problems in continuing to increase holdings. At present, the U.S. dollar is appreciating again, while the renminbi is depreciating sharply, and the U.S. dollar is in debt but the renminbi is depreciating at an accelerated rate. This is obviously a big problem. In the historical period when the internationalization of the renminbi is extremely critical, my country once again supported the U.S. dollar and hit the renminbi. What is the reason for this? !

As of today, the offshore renminbi has depreciated by 2.1% since the beginning of May alone, and the main depreciation process has been concentrated after May 10, and the depreciation has accelerated in recent trading days. There are very clear signs that the renminbi has been impacted by international capital. This country should be given great attention. my country should take advantage of the cycle of reappreciation of the US dollar and sharp decline in commodities to make preparations for strategic adjustment, and at the same time reduce the behavior of increasing its holdings of US debt.

I believe that when you read the news, you will often hear the term foreign exchange reserves of a certain country, and you will even hear news about China’s current foreign exchange reserves of more than 3 trillion yuan and China’s holdings of nearly 1.08 trillion U.S. treasury bonds. I believe that as every Chinese Citizens of the People's Republic, apart from admiring the motherland's current strong foreign exchange reserves, are also deeply worried about the country's holdings of so many U.S. debts, fearing that the country will be cut off by the U.S. imperialists. In fact, most investors do not understand the source of foreign exchange reserves and the reasons why the country holds huge US debts. Today, I would like to take this opportunity to popularize this knowledge for everyone, which will help everyone deeply understand the meaning of foreign exchange reserves.

First of all, let us first understand how China's foreign exchange reserves are accumulated. To understand the source of China's foreign exchange reserves, we must first understand China's exchange rate system. my country is a country that implements foreign exchange control and RMB exchange rate control, so it is reflected in On the level of specific implementation, it means that foreign capital entering and exiting China must first be replaced by the corresponding currency through the central bank.

In order to facilitate everyone’s understanding, let’s use a popular analogy. For example, if an American company wants to buy $10,000 shoes from a Chinese company, the funds are not sent directly from the American company to the Chinese company, but the American company transfers the funds to the central bank for $10,000. The central bank gave the corresponding 60,000 yuan to the Chinese company, so the central bank had 10,000 US dollars.

Another example is that an American company wants to invest and set up a factory in China, and has prepared 100,000 US dollars. His money cannot be used immediately, but must be exchanged into RMB at the central bank before it can invest in China. In this way, the central bank has an additional $100,000.

Of course, if Chinese companies go abroad to buy things, it is a reverse exchange process.

However, we all know that China is the factory of the world. Chinese people are hardworking, able to endure hardships, and full of wisdom. Moreover, the current situation is stable and they have price advantages. Therefore, China manufactures and produces many things and sells them all over the world.

At the same time, China's economic development and huge market size have attracted a lot of foreign capital to invest in China. Therefore, China's current annual trade surplus (more money coming in, less money going out), so accumulated year after year, the central bank has gathered a large sum of dollars.

In this way, China gradually accumulated an amazing and huge foreign exchange reserve!

Some readers may be puzzled, why China has such a huge foreign exchange reserve, why not buy it all over the world, but invest in US treasury bonds, doesn't investing in US treasury bonds mean that the United States is choking its neck?

First of all, because the volume of foreign exchange reserves is too large, just like individual investors, if they accumulate huge wealth and do not actively think of ways to increase the value of investment, the speed of wealth depreciation is astonishing.

The second reason is that you can’t buy the things you want to buy, such as some high-tech technologies, equipment, weapons, etc. Foreign countries have restrictions on exports to China, and China wants to buy them but can’t buy them.

Finally, the main reason for buying U.S. bonds is because in the international market, since the issuance of U.S. treasury bonds, the U.S. government has faithfully and strictly implemented its commitment to pay monthly interest and repay the principal at maturity. This bond has a very high reputation in the world. credit. That is to say, compared with other venture capital investments, U.S. treasury bonds not only have stable and reliable yields, but also can accommodate a large amount of foreign exchange reserves like China.

Therefore, China's purchase of U.S. treasury bonds is only a completely commercial act, and no one is forcing anyone to buy it. It is a completely voluntary market behavior by both parties, and it can be said to be a mutually beneficial cooperation.

Of course, the purchase of U.S. debt does not necessarily guarantee that there will be no loss. If the U.S. dollar depreciates, resulting in a sharp depreciation of U.S. debt, it will cause immeasurable losses to China’s huge national debt.

Of course, the United States will not necessarily do this, because although the United States hates China's rise and initiates a trade war to attack the Chinese economy, the economic ties between China and the United States are too close, basically to the extent that the enemy has been damaged by 1,000 The degree of loss is 800.

Also, let's look at some of the components of the U.S. debt, which is primarily made up of public debt and intergovernmental debt. The two-thirds of the bulk, or public debt, is held by international investors (40 percent), domestic private investors (38 percent), the Federal Reserve (15 percent), and state and local governments (6 percent). ). Among international investors, China and Japan are the largest creditors.

In other words, China does have a lot of US debt, but it cannot occupy a dominant position. The majority of U.S. Treasury bonds are held by domestic investors. Therefore, if the U.S. debt defaults or depreciates, the biggest loss will be yourself. Therefore, the U.S. debt default or depreciation is of no benefit to the United States.

Moreover, U.S. debt is anonymous, so theoretically speaking, China will not have any control over the sale of U.S. debt.

Moreover, out of the more than 3 trillion U.S. dollars in foreign exchange held by my country, only more than 1 trillion was used to purchase U.S. treasury bonds. showed a downward trend year by year.

Therefore, on the whole, China's current holdings of U.S. debt will not have a great impact on China's foreign exchange reserves, the risks are generally controllable, and the income is stable and guaranteed!

In fact, China has not stopped looking for other investment options. For example, during the subprime mortgage crisis, China invested in the United States and Freddie, such as stocks, gold, crude oil, foreign fixed assets, industrial raw materials, commodities, industrial equipment, and other national debts. Investment companies (Hua'an, Huaxin, Huaou, Huamei) to complete.

Of course, in addition to this, China's foreign exchange reserves also play an indispensable role in stabilizing the domestic currency exchange rate and intervening in the foreign exchange market!

Through the above understanding, we can draw an obvious conclusion, that is, China is very mature in dealing with the issue of foreign exchange reserves, and even if the U.S. debt falls, the purchase of U.S. debt will basically not affect China's foreign exchange reserves. Big shock!

 社会主义旗帜在冷战时期的作用需要找到新的旗帜

中国现在的被打压,再次说明和旗帜的高大上有关,和真正的好坏无关。你的对手占住了意识形态制高点,你的一切好都是坏,都是可以抹黑的,都是可以视而不见的,他的一切坏完全摆在明面也不怕你揭露。与其一件事一件事地和对方掰扯,不如当初有个全人类求解放的社会主义旗帜,其实更加主动。当年,因为种种原因和限制,社会主义在第三世界搞得也并不好,但在开始的时候,绝对是可以凝聚全世界力量的旗帜。而且社会主义这旗号给了很多中国人民的老朋友一个借口可以一直当政。这样中国就不会面临一带一路国家政治不稳和来回换党推翻原来的协议合遭受损失的问题。敏珠这旗号本来也属于社会主义国家。后来因为种种问题社会主义丧失了敏珠旗号,西方国家不但有自由的旗帜,竟然夺过了敏珠的旗帜和制高点。长此以往,虽然东方某大国的经济军事实力的发展进步是不会停止的,也是巨大的,治理的有效是毋庸置疑,只以经济军事金融实力发展谋求破局,是非常艰巨漫长的。如果社会主义旗帜在全世界已经不好用,那一定要找到更好的旗帜,而且得能简单模仿和操作,加上确实造就了真实的治理良好,繁荣稳定安居乐业,打破恶性循环,全世界就可以形成多米诺骨牌效应,星星之火可以燎原。
中国-中亚峰会的意义是什么?这可能远远超出了我们的想象。
伴随中亚格局的锁定,一个由中国而主导建设的、王道而非霸道的、符合人类命运共同体意识的世界已经不远了!
1902年,英国皇家地理学会提出了世界岛的概念,成为全世界政治家所关注的焦点。
世界岛即欧亚非大陆,构成了全世界的整体部分,有着全球超过80%的人口与资源。
而盎撒人的英伦三岛、澳洲、美洲全部处于边缘地带,孤悬海外。
盎撒人不断的研究与完善世界岛概念,并以此制定自己的策略,简单来说就是分而治之,点燃战火、煽动仇恨、制造矛盾,让世界岛无法形成一个整体。
尤其是二战之后,美国人认准了世界烂了,我们才能更好的理念,要让世界岛永无宁日,成为一块块破裂的碎片,而美国作为仲裁者以统治全球。
在东南亚挑动南亚诸国与中国的对立,挑起南海争端。
在中东挑起穆斯林和犹太人的对立,扶植以色列压制穆斯林。
在欧洲挑动俄罗斯与欧洲诸国的对立。
......
中国、俄罗斯、中国,是美国煽动威胁论的主要抓手,所以,在中国的调停下,伊朗和沙特和解后,美国公开不要脸,表达自己非常失望。
总而言之,言而总之,英美这类游离于亚欧非主岛之外的岛国恨不得所有国家都陷入矛盾与孤立
而盎撒人在各大势力之间游走,保证各大势力之间的平衡,他们在其中左右前后反复横跳,攫取利益。
因为有陆路相互连接的亚欧非大陆,一旦大陆内部的国家完成整合,英国、美国等海权国家就会被排斥在亚欧非大陆这个世界岛之外。失去最大市场和资源来源后,岛国的下场也就可想而知了。
中华民族与盎撒人的观点完全对立。
盎撒人认为世界烂了他们才能好。
中国认为:世界好了,中国才能更好。
盎撒人要分裂这个世界,而中国一直致力于整合这个世界。
而在2000年前,中国就通过丝绸之路,将整个世界岛链接在一起,让全球的文明相互传播,世界欣欣向荣。
但从大航海时代开始,盎撒人这数千年来,不断的给世界传播的分歧、仇恨和矛盾,妄图来奴役全人类.........
在相当长的时间里,因为中国的丝绸之路,中亚成为了全世界链接的关键枢纽,也是文化的交汇点,但从17世纪开始,因为西方国家的殖民主义和枪炮而走向了没落。
2022年,俄乌战争爆发,全世界看到,在美西方集团的全力制裁之下,俄罗斯的经济不降反增,就是因为他背靠中国。
事实上,以中国强大的制造与能力,再链接全球的资源国,英美这样的搅屎棍将再无容身之地。
今天,我们将通过工业与基建、重塑整个全球格局。
而这里,也将成为霸权坍塌的开始。
这就是一带一路,而它的基础,除了海运外,就是链接欧亚的铁路。
时至今日,中欧铁路从中国开始,通达亚欧的26个国家,180多个城市,几乎覆盖整个亚欧。
中欧铁路的运营带动了沿途所有节点城市多个行业的大发展,让各国加深了解与交流,带动沿途基建的建设,繁荣旅游业服务业,极大的促进了国与国之间的和平共荣。
对于中国而言,中欧铁路是我们最好的名片之一。与中亚欧洲多国经贸往来增多、交流加深、经济深度融合,不但提升了中国的形象和国际地位,许多关于中国的谣言也将不攻自破。
但对于整个欧亚通讯枢纽的打通,目前的中欧铁路仅仅只完成了一部分,而且并非最优解。
在这里,我们就必须要谈到一个国家,就是俄罗斯。
上次,我们在文章中说到,海参崴,成为了中国的内贸货物中转口岸,黑龙江和吉林拥有了出海口。
事实上,其实他们本来就是有出海口的,因为吉林可以从图们江直接出海,然而,1950年,苏联特意在图们江上修建了俄朝友谊大桥,专门将桥高设计成10米,让中国除了小渔船什么都出不去,故意堵死了中国的出海口。
这样一来,吉林黑龙江,沃野千里,资源丰饶,但是失去了出海口,运输成本猛增10倍!
那苏联为什么要这么干?
我直接点说吧,中国一直的观点是世界好了中国能更好,但是能有这样恢弘自信的国家和民族,全世界除了中华民族,再无分号,其它的所有国家,都是一个观点,就是见不得别人的好,都乐于干损人不利己的事情。
除中国外的所有国家,就和你单位的小人一样,只要你吃了亏,那怕他一分钱没赚到,但是他半夜做梦都要笑醒。
我讲个典型的案例,二战的时候,大英帝国一败涂地,14万英军被7万骑着自行车的日军撵的到处跑,日本人轻松获得了战争的胜利。
由于英军的不堪一击,缅甸很快落入了日军的手中,这导致中国抗战接受外部资源的大动脉滇缅铁路被彻底切断。
中国需要重新修一条路,就是康印公路,经西藏与印度,最后到大后方成都。
结果,作为中国的共同对抗法西斯,利益高度一致的盟友,英国断然拒绝了中国的要求!而且想尽一切办法阻挠,一方面说这条路会损害印度的利益,一方面不断怂恿当地政府拒绝合作,并挑拨当时的臧族势力坚决进行破坏勘探工作。
后续,当重庆政府与地方政府多次会谈,达成一致后,英国政府直接不干了,反正就是不让你修!1943年,英国更是公开支持地方势力,干涉中国内政,只是碍于中国军队在康藏之间的军事压力,没有直接做出军事行动。
在这件事情上,重庆政府至少耗费了近两年的时间,浪费了大量的人力物力,英国就是咬死不松口。最后中国万般无赖,经过昆明修了史迪威公路。
到了80年过去了,川藏南线和滇藏东线才修好!
每当我读历史读到这一段,冲天的怒火不可遏制!
他英国为什么不让修路?就是怕这条路修完,中央政府和西藏的联系更加紧密,那以后中国不就会更加完整,更加统一了吗?
这个时候的英国,都被黄土埋半截了,德国已经把英国的多个重工业城市轰炸成废墟了,英国几乎就剩下一口气了。
这个时候的英国,一只脚都迈进棺材了,东南亚的殖民地丢光了,在日本的攻势下不堪一击,很多军队成建制的投降,如果日本要打印度,就是举手之劳。
都已经快死了,还要压制中国不让中国统一呢!
都要快灭国了,还生怕中国有机会好起来呢!
这就是盎撒人的基本理念:哪怕我一分钱挣不到,哪怕损人不利己,我也不让你好,你好了,我肯定不好!
其实,除中国外的所有国家都这么想的,只是盎撒人干得更彻底而已。
所以,很多小破国家,为什么动不动喜欢挑衅台湾问题,别说他们是受了美国的胁迫,在他们内心的最深处,就是一个道理:见不得别人好!
只要看到其它国家倒霉,自己一分钱好处都没有,但他们内心比吃了蜜还甜。
话说回来,我们为什么说目前的中欧铁路并非最优解,为什么要提到俄罗斯?
现在的中欧铁路,必须要经过俄罗斯,而且俄罗斯还必须要采用宽轨,可中国和德国、法国这些国家都用的国际通用的标准轨道,导致中欧铁路中间要换轨两次,其实就是换车,效率极低,成本极高!
而真正最高效的,我们看看地图就知道了,应该是中吉乌铁路!
这条铁路全长约523公里,其中中国境内213公里,吉尔吉斯斯坦境内260公里,乌兹别克斯坦境内约50公里,从中国新疆南疆的喀什向西出境,经吉尔吉斯斯坦卡拉苏,到达乌兹别克斯坦的安集延,这将是新亚欧大陆桥的重要组成部分。
它将连接中国西北至伊朗德黑兰,进而通过伊斯坦布尔,到达巴尔干半岛、中欧、西欧,将完善新亚欧大陆桥南部通路,拓宽新亚欧大陆桥的运输范围,提高新亚欧大陆桥在国际运输中的地位,造福沿线国家。
是中国到中东、欧洲的最高效的货运途径,可以缩短近1000公里的路程,大大减少了运输时间,将促进中亚、南亚、西亚和欧洲国际市场的深度融合,真正实现中国与欧亚国家在一带一路框架下互联互通、互惠互利。
并且,它还有一个极大的优势,不仅可以抵达中东,还可从中东经埃及而进入非洲,最终真正连接欧亚非世界岛,让世界大陆成为一个整体。
这将成为未来链接欧亚大陆的主线。
中吉乌铁路从1997年就已经基本敲定,但是为什么到现在还没有搞成?
直到2022年的时候,吉尔吉斯斯坦总统才说了一句话:俄方不再反对。
因为一直以来,俄罗斯都是将中东五国作为自己的后院,就如同印度将尼泊尔和不丹,作为自己的后院一样。
而中国为了照顾俄罗斯的情绪,为了大局着想,也没有采用强硬的态度。
一直到俄乌战争爆发,俄罗斯五天灭七国的神话陨落,与中亚五国之间的矛盾更加深入,俄罗斯因为种种原因不得不更加倒向中国,这个态度才发生根本性的变化。
而这一次的中国-中亚峰会,终于确认了中吉乌铁路的动工,可以说中国链接世界的宏图伟业,已经扫清了最后的障碍。
当然,这次的中亚中国峰会,成就不仅仅只是中吉乌铁路。

中亚,不仅仅是世界岛的交通中枢,也是世界岛的中心与战略核心,可以说一直以来是大国争夺的焦点,在相当长的时间里,也是美国所垂涎的。
今年3月时,美国国务卿布林肯亲赴中亚各国,宣布会向这些国家提供数千万美元援助款,以促进该地区的经济转型,对于美国来说,拉拢中亚,不仅可以抄俄罗斯的后路,还可以搅动中国的西北。
某种程度上来说,这也是俄罗斯最终对中亚放手的一个重要原因,因为美国只能带来动乱与战争,而中国带来和平与繁荣,应该怎么选,他很清楚。
中亚五国也很清楚他们要什么,最后布林肯在中亚颗粒无收白忙活一场,中亚峰会在西安顺利举行。
中国与中亚五国都发布了联合公报,和每个国家都将展开深入的合作,如在公报中写的:
促进一带一路倡议框架下的经贸、投资、金融、科技、旅游、交通通信、水电、信息技术、生态、人文、工业、农业、粮食安全、数字、云技术、人工智能等领域合作,发展绿色能源,提高能源利用率.......
我们仅仅谈丝绸之路上的重要枢纽乌兹别克斯坦,建设合同项目超过百亿,中国将发挥全产业链优势,推动中国标准、中国技术、中国设备走出去,业务领域涵盖光伏、燃气联合循环电站、输变电、建材等多个领域。
有中亚单体规模最大风电项目,有中亚单体规模最大水泥厂,中亚最大燃气联合循环电站项目.......
一个繁荣而昌盛的世界岛腹地,稳定而和平的中亚五国即将出现,并将成为中国更快速走向世界的中心枢纽。
为什么说世界好了中国才能更好,中亚对中国意味着什么,我们就说个最直接的,在最近的几年,新疆的外贸出口一直在飙升,而今年第一季度,新疆进出口总值更是达到680亿元,同比增长80.3%,增速居全国第一。
俄罗斯终将摆正自己的位置,而伴随中亚格局的锁定,一个由中国为主导建设的、王道而非霸道的、符合人类命运共同体意识的世界已经不远了!
最后我想说,伴随最近的中亚峰会和海参崴开通,曾经被恨国党污蔑的鹅毛们却喜气洋洋,甚至有人居然在夸赞泽连斯基,可是曾经的乌粉们却垂头丧气。
因为从来没有什么所谓的鹅毛,大家想的是:
谁有利于中华民族的伟大复兴,我们就支持谁;
谁要阻碍中华民族的伟大复兴,我们就反对谁;
而乌粉们呢,从俄乌战争开始的第一天,中国突然就涌现了无数人,比任何人都精通国际法,比任何人都热爱联合国宪章,妥妥的世界公民,公然支持在围堵我们,欠下了中国人民血债的北约。
还是那句话,哪里有什么反战的,都是反贼。
哪里有什么乌粉,都是恨国党。
中国是强大的自信与坦荡胸怀,认为世界好了,中国才能更好。
而其他国家都是小肚鸡肠,认为我好不好不重要,关键别人都不能好。
而恨国党才是最卑贱的,他们认为谁都可以好,就中国不能好。
可惜,中国,出道即巅峰,5000年的人类历史上,绝大多数时间都是王者,虽然偶有不利,但注定了无人可以阻挡他的步伐!
我国应进一步加强战略资源储备 而不是增持美债
5月17 日,据美国财政部的资本流动报告显示,3 月外国投资者净买入美债近2300亿美元,持仓从2月的73434亿美元升至75730亿美元,创2021 年6 月以来最大月度增幅。
美国前两大海外“债主”日本和中国双双增持美债。其中,日本3月所持美债环比增加59亿美元,增至1.0877万亿美元。中国则结束了此前连续7个月的减持,3月增持205亿美元美债,总持仓升至8693亿美元。
从投资角度来说,由于美联储加息逐渐接近尾声,美债收益率也达到了一个高峰值,继续扩张的幅度已经有限,同时美债价格也处在一个周期低位,因此这是一个增持美债的周期,但这对美国的盟友可能是有效的,对于中国而言则另当别论。

美国政府对华已经战略转向,如今对我国是咄咄逼人,因此我国应长期减持美债并下调美元储备占比,增持美债也应更为谨慎,应防范美国的长臂管辖,为国家战略转圜留出空间。
我国是全球最大的资源进口国,同时又是世界制造业中心,不论从供应链与产业链角度来看,还是从经济安全与国家财富增长等各个角度来看,从原则上来讲,我国都没有必要长期储备超额外汇储备,而应把超额外汇储备转化为国际战略资源,如贵金属、铜等有色金属、稀有金属与石油等等。
但事实上我国做的是,在美债收益率偏低周期,在黄金长期上涨过程中不增持黄金,反而在黄金经历大涨之后才被动增持黄金,在美元高币值与大宗商品低价周期不大举增持战略资源储备,而是去增持美债,这种的举措长期存在是很不可思议的行为。
长期以来,国际资本的流入、我国贸易的巨额美元顺差、中国贸易的美元支付结算、购买美债的链条,为美元构建了坚实的国际循环体系,令美元铸币权得以最大化,但我国持有的巨额外汇储备却无法有效转换,不论是购买高科技产品、技术、稀缺资源,还是投资世界,都受到了美国的严重干扰,同时还受到了美国的长臂管辖威胁,这就使我国的外汇储备安全受到了严重威胁,更何况美元长期超发,不断稀释我国债权。
从美国的债务经济、美国对我国的科技围堵与产业链逐渐脱钩等过程来看,美债对中国而言已是非常清晰的金融陷阱,因此长期减持美债与坚持人民币国际化是必然历程,在美国对华战略的没有彻底改变之前,中国已经没有必要继续扶持美元体系,这就和科技自主是一个道理,不坚决走人民币自强的道路,中国后期还要吃大亏!
目前还不清楚我国增持美债的行为会不会持续,但持续增持无疑存在严重问题。当前美元再度升值,同时人民币大幅贬值,美元倒债人民币却加速贬值,这显然有大问题,在人民币国际化极为关键的历史时期,我国反而再次支持了美元并打击了人民币,这是什么道理?!
截止今日,仅五月初以来离岸人民币就贬值了2.1%,而主要贬值过程又集中于5月10日之后,且近几个交易日在加速贬值,人民币遭受国际资本冲击的迹象非常清晰,对此国内应给予高度重视。我国应借美元此番再度升值与大宗商品再度大幅下跌的周期做好战略调整准备,同时应减少增持美债的行为。

相信大家看新闻经常会听到某某国家的外汇储备这个词,更会听到中国目前拥有的3万多亿外汇储备以及中国持有的接近1.08万亿美国国债的新闻,相信作为每一个中华人民共和国的公民除了一方面赞叹祖国目前的强大外汇储备实力外,也都深深的为国家持有那么多美债而担心,害怕国家会被美帝割韭菜。实际上,大多数投资者对于外汇储备的来源以及国家持有巨额美债的原因并不了解,今天就借此机会为大家普及一下这方面的知识,有助于大家深刻理解外汇储备的含义。

首先让我们先来了解下中国的外汇储备是怎么积攒起来的,而要了解中国外汇储备的来源首先就要了解中国的汇率制度,我国是一个实行外汇管制和人民币汇率控制的国家,那么体现到具体实施的层面上也就是说外资进出中国都先要经过央行更换成对应的货币。

为了方便大家的理解,打个通俗的比方,比如美国一家公司要买中国一家公司1万美元的鞋子,资金并不是美国公司直接打给中国公司,而是美国公司将资金转给央行1万美元,央行给中国公司对应的6万人民币,央行于是就有了1万美元。


再比如美国一家公司想到中国投资办厂,准备了10万美金,他的钱并不能拿过来就用,而是必须到央行去换成人民币,然后才能在中国国内进行投资。这样央行又多了10万美元。


当然,如果中国公司到国外买东西,就是一个相反的兑换过程。


然而我们大家都知道中国是世界工厂,中国人勤劳,能吃苦,而且充满智慧,而且时局稳定并且有价格优势,因此中国制造和生产了很多东西卖到全世界。

同时中国的经济发展和巨大的市场规模又吸引了很多外资到中国投资。所以中国现在每年的贸易都是顺差(进来的钱多,出去的钱少),这样一年一年累计,央行就聚集了一大笔美元。


就这样,慢慢的中国就集聚了惊人和庞大的外汇储备!

可能有读者感到不解,为何中国拥有了这么庞大的外汇储备,为什么不买遍全球,而却要投资美国国债,投资美国国债不等于是让美国掐脖子么?


首先是因为外汇储备的体量太庞大,如同个人投资者一样,如果积累了巨额财富而不去积极的想办法进行适当的投资增值,财富贬值的速度是惊人的。


其次是因为想买的东西买不到,比如高科技的一些技术,设备,武器等,外国对中国出口有限制,中国想买又买不到。


最后就是购买美债最主要的原因是因为在国际市场上,美国国债自从发行以来,美国政府忠实地严格地执行了按月付息和到期还本的承诺,这个债券在全世界有极高的信用。也就是说美国国债相对于其他风险投资,不仅收益率稳定,可靠,而且能够容纳像中国这样大手笔的外汇储备资金体量。


所以,中国购买美国国债仅仅是一个完全商业的行为,并没有谁去强迫谁购买,而是双方完全自愿的市场行为,并且可以说是一个互惠互利的合作。


当然购买美债并不是一定包赚不赔的,如果美元贬值,从而导致美债大幅贬值,那么就会对中国持有巨额国债造成不可估量的损失。


当然,美国并不一定会这么去做,因为虽然美国对中国的崛起深恶痛绝,并主动发起贸易战去打击中国经济,但是中美之间的经济联系太过紧密,基本上已经到了损敌1000自损800的程度。


另外,让我们来了解一些美债的构成,美债主要由公共债务和政府间债务组成。而占三分之二的大头也就是公共债务部分其持有人包括:国际投资者 (40%)、国内私人投资者 (38%)、美联储 (15%),以及州和地方政府 (6%)。在国际投资者中,中国和日本是最大的债主。


也就是说,中国的确是拥有很多美债,但却占不了统治地位。美国的国债大多数是为国内投资者所持有。所以,如果美债违约或者贬值,损失最大的将是自己,因此美债违约或者贬值对美国是一点好处都没有。


而且美债是不记名的,因此从理论上来讲中国在抛售美债方面是不会有任何管控的。



而且我国持有外汇3万多亿美元中仅仅拿出了1万多亿来购买美国国债,而且随着美国国力的衰退以及目前中美关系的不确定性因素的增加,中国持有美债呈现出了逐年下降的趋势。

因此,从整体上来看,目前中国的美债持有量并不会对中国的外汇储备造成太大的影响,风险总体可控,收益稳健有保障!


事实上,中国也一直没有停止其他投资选项目的寻找。比如次贷危机时中国曾投资美国两房,比如股票、黄金、原油、国外固定资产、工业原材料、大宗商品、工业设备、其他国家国债,当然上述投资项目都是由外汇管理局旗下的四大投资公司(华安、华新、华欧、华美)来完成。


当然除此之外,中国的外汇储备对稳定本国货币汇率,干预外汇市场也有着不可或缺的重要作用!


通过以上的了解,我们可以得出一个显而易见的结论,那就是中国在处理外汇储备的问题上已经非常成熟,而且纵然美债下跌,所购买的美债基本上并不会对中国的外汇储备造成太大的冲击!

评论

此博客中的热门博文

The Ultimate Tool Stack for AI Agents

弦线驻波