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镍矿堆积如山,企业纷纷关门,印尼涨税逼走外资,国家利益谁护航
Sou Hu Cai Jing· 2025-12-06 05:29
镍矿堆成山,企业却关门,这不是天灾,是政策和钱袋子的故事在公开上演,普拉博沃做了什么,印尼 在付出什么代价? 印尼有近六成全球镍矿在地下,按理这是躺着赚钱的家底,可现实不是这么简单,外资来了,工人多 了,钞票没留下多少,这里有结构性问题,也有政策性失误,最关键的是,钱花哪儿了,谁在收割? 普拉博沃上台,要当"强人总统",口号响亮,方案更响亮——砍预算、开主权基金、扩军队办产业,听 着像大手笔,实际上像把剪刀和喂钱机器同时上阵,国家的钱袋子被他一会儿捅窟窿,一会儿又往神秘 的基金里塞。 先说节流,他一刀砍下190亿美元,公共工程的钱没了,合同暂停,地方财政被迫加税,这活儿用谁来 干,路谁来修,穷人承担代价,地方政府也只能找门路收钱,结果就是房产税飙升、车购税上涨、电商 代扣新规,民怨四起,这叫把财政紧缩的成本外部化给普通百姓。 再说开源,达南塔拉——第二支主权基金,目标听起来像是冲上云霄的野心,从国企里抽血,把控制权 集中到一个直接对总统负责的机构,账面光鲜,透明度欠奉,亏了谁来负责,这个问题很现实,也是 《财富》杂志质疑的点,政府说和中国投行合作能提高效率,实务操作里,权力与资本合并的危险性不 可小觑。 镍产 ...
蔚来又被做空?
Xin Lang Cai Jing· 2025-10-16 14:07
Group 1 - NIO's stock dropped by 8.99% due to a lawsuit filed by Singapore's Government Investment Corporation (GIC), alleging that NIO inflated revenue through its battery asset company, Wuhan Weinen [1][5] - The lawsuit by GIC was initially filed in August 2023, but the news resurfaced recently, causing the stock reaction [2][4] - GIC, a well-known sovereign wealth fund managing $690 billion in assets, is perceived to have a mediocre management level, and the allegations against NIO are seen as a rehash of previous claims made by short-seller Grizzly Research in June 2022 [4][5] Group 2 - Grizzly Research accused NIO of prematurely recognizing revenue, overstating battery sales, and manipulating depreciation costs to enhance profits, which NIO refuted by submitting a comprehensive explanation to the SEC [5] - GIC's current allegations are viewed as lacking new evidence and are interpreted as an attempt to justify investment losses [5] - The market reaction to GIC's lawsuit indicates a lack of understanding among investors, leading to a significant drop in NIO's stock price [5]