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中国石化与中国航油实施重组:超级航母即将诞生
Sou Hu Cai Jing· 2026-01-08 15:54
金透社 | 万捷 2026年1月8日,国务院国资委正式宣布,经报国务院批准,中国石油化工集团有限公司(以下简称"中国石化")与中国航空油料集团有限公司(以下简 称"中国航油")实施重组。这一央企战略性重组举措,并非简单的规模叠加,而是将全球最大炼油企业与亚洲顶尖航油服务企业深度融合,打造覆盖航 油"生产-储运-加注-服务"全链条的产业"超级航母",既是国有经济布局优化的关键落子,也是我国航空燃料产业应对全球竞争、践行绿色转型的主动布局。 实力基底:双龙头构筑航母核心体量 重组的核心底气,源于两家企业在各自领域的绝对龙头地位,为"超级航母"奠定了坚实的规模与能力基础。中国石化作为上下游、产供销、内外贸一体化的 特大型能源化工集团,其前身可追溯至1983年成立的中国石油化工总公司,历经1998年战略性重组、2018年公司制改制,已成长为全球第一大炼油公司和我 国第一大航油生产商,注册资本达3265亿元人民币,截至重组当日收盘,股价报6.07元/股,最新市值6898亿元,具备强大的航油生产供给能力与资金实 力。 从企业发展痛点看,双方存在极强的互补性,重组实现了"1+1>2"的协同效应。对中国石化而言,其具备强大的 ...
为何我国不降房价?坦白说,“真实原因”有4个,听完“恍然大悟”
Sou Hu Cai Jing· 2025-12-03 02:47
为何我国不降房价?坦白说,"真实原因"有4个,听完"恍然大悟"! 最近房价这事儿,可以说是沸沸扬扬的。很多人都在问,为啥调控这么久了,房价就是不大幅下跌呢?说实话,这背后的 原因比我们想象的要复杂得多。 据说内部有个不成文的规定, 房价绝对不能暴跌 。为什么?听完这4个真实原因,你就恍然大悟了。 第二个原因:地方政府的钱袋子 这个说得直白点,就是土地财政的问题。很多地方政府,30%以上的收入都来自卖地。你说房价跌了,地价能不跌吗?地价 跌了,地方财政收入就少了。 没钱了怎么办?公务员工资发不出,基建项目停工,民生保障也得打折扣。这不是开玩笑的事儿。 据内部人士透露 ,有些城市已经出现了财政紧张的苗头。如果这个时候再让房价大跌,那真的是雪上加霜了。 第三个原因:金融系统扛不住 银行这边的压力也便开始显现。现在大部分老百姓买房都是贷款,如果房价暴跌,会不会掀起一波断供潮? 第一个原因:整个经济都绑在房子上了 现实也是这样的,房地产这个行业,已经不是单纯的盖房卖房那么简单了。你想想,从水泥钢筋到家具家电,从银行放贷 到装修设计,这一整条产业链上,多少人在吃这碗饭? 无疑也是一个巨大的就业蓄水池。如果房价真的暴跌,势 ...
马斯克意识到危险,为什么把老爹送俄罗斯而不是中国?
Sou Hu Cai Jing· 2025-07-27 07:54
Core Viewpoint - Elon Musk's decision to send his father to Russia is a strategic business move rather than a personal or emotional one, aimed at risk mitigation and strategic positioning in the global market [3][10][13]. Group 1: Business Strategy - Musk's business interests span multiple high-tech industries, including electric vehicles (Tesla), satellite internet (Starlink), space exploration (SpaceX), and brain-computer interfaces (Neuralink), all of which are critical in international competition [3][5]. - The relationship between Musk and China has been beneficial, particularly with the establishment of the Tesla Gigafactory in Shanghai, which has received significant support from the Chinese government [5][10]. - Musk recognizes the risks of relying too heavily on a single market, especially given the fluctuating nature of U.S.-China relations, which could lead to sudden policy changes affecting his business in China [5][8]. Group 2: Geopolitical Considerations - Sending his father to Russia serves as a signal to both China and the U.S. that Musk is not overly reliant on any one country, thereby maintaining a balance in his international business dealings [10][11]. - Russia, despite its current economic challenges, possesses valuable space technology and experience, which could be advantageous for Musk's ambitions in space exploration [7][11]. - The U.S. government closely monitors Musk's activities due to his influence in strategic sectors, making it essential for him to navigate relationships carefully to avoid perceptions of favoritism towards China [8][13]. Group 3: Risk Management - Musk's approach reflects a broader understanding of the importance of maintaining multiple avenues for business operations, akin to diversifying investments to mitigate risks [13][14]. - The decision to establish a presence in Russia, while seemingly simple, is a calculated move to ensure that Musk has options and can adapt to changing geopolitical landscapes [10][15].
特朗普“三分天下”阴谋破产?中国凭实力打破美国如意算盘!
Sou Hu Cai Jing· 2025-05-29 17:33
Group 1 - The core idea of the article revolves around the geopolitical tensions between the US, China, and Russia, highlighting the US's attempts to dominate global trade and politics while trying to reduce China to a low-cost manufacturing hub [1][5]. - The article discusses the US's strategy of dividing the world into three spheres of influence, which is seen as a ploy to maintain its global hegemony rather than a genuine effort for fair cooperation [1][5]. - It emphasizes that the US's trade war tactics, including tariff increases, backfired, leading to domestic economic issues such as rising prices and empty store shelves, ultimately resulting in the US retracting many tariffs [2]. Group 2 - China's response to US aggression is characterized by strategic countermeasures, including retaliatory tariffs and controlling rare earth exports, which are critical to the US [2]. - The article highlights China's unique advantages, such as a large domestic market of 1.4 billion people and a complete industrial chain, which provide resilience and risk management in international competition [3]. - It points out that China's governance model allows for rapid mobilization of resources to tackle significant challenges, distinguishing it from the approaches used by the US against other nations like the Soviet Union and Japan [3].