Core Insights - China is significantly increasing its oil reserves, accounting for 90% of the global increase in oil inventory in the first half of the year, which has helped stabilize falling oil prices [1][3][5] - The strategy behind China's oil accumulation is rooted in a long-standing philosophy of preparedness and national security, rather than impulsive buying [1][7][27] Oil Import and Storage - By September 2025, China is projected to import over 11 million barrels of oil daily, with a substantial portion being stored rather than refined [3][5] - China's oil storage capacity has surpassed 2 billion barrels, with plans to build additional storage facilities, indicating a robust infrastructure for oil reserves [5][10] Market Strategy - China's oil purchasing strategy is calculated, taking advantage of lower prices during geopolitical tensions, such as the Russia-Ukraine conflict, to secure cheaper oil supplies [7][9] - The country has diversified its oil import sources, significantly increasing imports from Indonesia and Brazil, while also developing pipeline projects with Russia and Myanmar to mitigate supply risks [10][12] Financial and Economic Considerations - China is adjusting its foreign exchange reserves, reducing the proportion of USD and increasing gold holdings, while investing in oil as a more stable asset [12][27] - The transition to renewable energy is ongoing, with projections indicating that by 2025, electric vehicles will comprise 40% of the market, yet oil remains essential for industrial operations [25][27] National Security and Preparedness - China's oil reserves are part of a broader strategy to ensure national security, including food security and military readiness, reflecting a comprehensive approach to risk management [14][16][19] - The country is enhancing its military capabilities to protect its energy supply lines, ensuring that resources are secured against potential geopolitical disruptions [16][19] Conclusion - The accumulation of oil reserves is not merely an economic strategy but a reflection of China's commitment to maintaining stability and security for its population, positioning itself as a responsible global player in energy governance [27]

不一样的认识带来不一样的选择和路径，从而造成不一样的结果。 比如华为创业开始阶段，国内企业界普遍是以所谓的利润最大化为追求，谁赚钱多谁是英雄，而华为则 强调成长最大化，这就是对商业的认识不同。 我们看联想的例子，它起步比华为早几年，规模比华为公司大好几倍，有背景有资本有技术有人才，按 道理来说应该是比华为更成功才对。 但为什么发展几十年后，两家公司有那么大的区别呢？ 关键就在于两家公司的创始人有不一样的认识，各自的目标不一样，于是方向不一样，战略路径也不一 样了。 思想认识是最根本的东西。 我现在越来越能体会到"境界"的微妙，打个比方，我年轻时候看女人是看皮相，看长得好不好看，身材 如何，现在则觉得跟女人谈话时候有没有好的想法很重要，有的漂亮女人说两句就失去了魅力，而有的 女人却能让你着迷。 所以说美人在骨不在皮，女人的思想和性格最有魅力。 而在企业领域，我们可以把"成功"比喻为美人，追求成功的过程就好比跟她谈恋爱、娶回家的过程。 那你要如何做才能成功呢？ 最靠谱的办法就是让自己配得上她，所谓企业战略，核心也就是一句话：能力与目标相匹配。 如何快速提升能力？ 我们学习就是为了能力的提升，非学无以广才，德才兼备 ...