This article is from the WeChat public account: Titanium Industry Watch (ID: Taifangwu) , author: Liu Aiguo, data support: titanium Wo industry Research Institute, topic map from: the movie” me and my motherland “

In the past ten years, the word “country” has never been able to make 1.4 billion Chinese feel the presence of hot temperatures like this year.

“Me and My Motherland” on National Day, when Huang Bo played Lin Zhiyuan ascended to the flagpole in the breeze of Beijing in the early morning, removing the last obstacle for the first five-star red flag of the founding ceremony, the cinema collective Tears surged. This 70-year history resonates with the great power of the great powers on the 70th anniversary of the National Day parade, becoming the most memorable national memory of the Chinese in 2019.

After that moment of common touch, the Chinese continue to live their lives in various ways. Friendship circles share their busyness and joy, as well as mixed stories and emotions. 2019, as a milestone year in China’s picture book of reform and opening up, have you had a good year?

Inventory shuffling

In 2019, after the e-commerce company was liquidated for five years, CTO Zhao Gang was hired as a P8 engineer by a unicorn company with an annual salary + options close to one million. For Zhao Gang, even 996’s work intensity and rigorous promotion assessments are far lower than the psychological burdens he assumed when starting a business.

Zhao Gang’s landing process was smooth. The founding shareholder of the company was relatively tortuous. Since he was carrying too much personal debt, he hoped to continue to find his next project opportunity, but the process of starting the financing was extremely difficult.

In 2019, Qian Xiaohu, a private equity fund partner in Shanghai, dismissed his fund after repeated fundraising failures, and led the management team to collectively join a state-owned capital. With rich first-line investment experience, Qian Xiaohu was quickly promoted to executive vice president of the fund. The new problems facing Qian Xiaohu now are: how to make the investment decision of this state-owned capital faster and the team incentive more market-oriented.

In 2019, the Internet venture capital market will no longer be smokeless, and the flags of various entrepreneurial armies will no longer be swaggering. In the rivers and lakes of the new economy, it is no longer the scene of thousands of sails competing in the past and a hundred rushing streams, but a series of aircraft carrier formations that are fully assembled and go to sea.

The trillions of venture capital invested in the Internet and the new model for many years have turned into huge personnel salaries and huge marketing expenses. They have been redistributed in a series of industry reshuffles, washing the industry order and creating At the same time when a number of “new nobles” were produced, it also destroyed countless old entities.

The absence of incremental competition in stocks is nothing more than directing the wealth of the east to the west. The new model can disrupt the old order, but it may not be able to rebuild the new economy. As Ma Yun said, “If the landlord is killed, the peasants may not be able to get rich.”

Most of the Internet vents that have been fired in the past few years have been proven to be a demon wind. The wind stopped, and the free-falling pigs fell blue and swollen. Only one type of pig can break through the fence of the slaughterhouse and be upgraded into an invincible hot wheel that sweeps the industry-their founder must be a Nezhe-type figure who believes that “I ca n’t help but be my god”. Behind them, there is often an outstanding investment mentor, Tai Yizheng.

In 2019, Li Guoqing dropped a cup of dog-blooded melon—behind the model couple’s revenge, the lost and fallen of the e-commerce originator of the past; after being overloaded by the court, Luo Yonghao It issued a self-deprecation of “artistic repayment”-time proves that technological entrepreneurship cannot rely on ideals and feelings.

” Love Craftsman “Luo Yonghao

On July 28, 2019, Feng Xin, the founder of Fengying Yingyin, was forced by the public security organs and then formally apprehended. A capital bet “to cut the leek but to be cut by others” made the 2011 ” “Zhongguancun Top Ten People of the Year” ended up in prison. One month later, Zendai Dai Zhikang surrendered. The former “private equity crocodile”, “real estate tycoon” and “cultural master” did not step on the beat this time and transformed the stud P2P.

These popular characters in the past are now the main protagonists of the entertainment edition and even the legal edition.

Fengshui rotates in the entrepreneurial circle, and folk wealth is also shuffling. Even catching up with the “second generation” of the shed reform bonus, it may not be as good as it is now.

Three years ago, the Xiao Sun family, who lived in the Jianggan District of Hangzhou, received more than 8 million yuan in compensation for the demolition, achieving short-term “financial freedom.” After one year of resigning and traveling, Xiao Sun continued to invest in buying a house with the remaining money + commercial loans. In 2019, facing the continuously cooling property market, Xiao Sun resumed his life as a “family slave”, and began to seek employment again with the urging of his family.

In June 2019, the Quanzhou Intermediate People’s Court announced a number of “dishonest trustees”. Among them, the well-known 100 billion real estate liabilities were 990 million yuan, and the chairman Zeng Yongsheng was involved in 114 million yuan. According to incomplete statistics, from 2009 to 2013, the private loan amount of Quanzhou’s 100 billion real estate exceeded 58.47 million yuan.

Twenty years of real estate dividends have helped Huang Tengda’s “real estate tycoon”, now collectively entering the debt repayment time.

In 2019, in the headlines of major financial and economic media, various negative words such as running roads and prisons have emerged endlessly. Fortune telling, pyramid schemes, and girlfriend economy have become common screens in the circle of friends of the “pan-middle-class crowd.”

At the end of 2019, Li Li, a restaurant manager of a five-star hotel in Nanjing, received nearly half of the orders at the annual meeting of Weishang and direct sales companies. These girls and housewives, dressed in beautiful costumes, dragged the suitcase uniformly distributed by the company, and shouted a grateful slogan under the leadership of the host. On the big screen of the banquet, there were cases of “one night getting rich”. Li Li, who has also been a part-time Weishang for a while, said: “It is only a few ‘heads’ who really make money. Most of the members are still desperately pulling their heads and consuming their girlfriends resources.” strong>

December 16, 2019At this time, how will China’s manufacturing industry cope with global competition in the new era when the demographic dividend is gradually disappearing and the low-end production capacity is severely overcapable? Become a subject for common research across the industry.

In 2019, China’s manufacturing industry is ushering in a rare opportunity to “break” and change lanes and overtake. The advent of the digital age has brought the possibility of implementation to C2F and customized production.

2019, for the Great Wall Motor Information Minister Dou Zhiling, is a busy year for both “body and soul”. How can a traditional automobile manufacturer achieve efficiency and reduce costs through digitalization, and make its asset load more “light”? It is a question that Great Wall Motors and other industry peers are thinking at the same time.

Assisting Dou Zhiling’s team to develop a solution are Internet engineers from Alibaba Cloud. These young technicians shuttle through the workshops and conference rooms of Great Wall Motor every day and repeatedly explain with the staff leaders of each department What the “cloud” is, and at the same time humbly learn every step of the car manufacturing process.

In 2019, the Industrial Internet, which brings together various elements such as cloud computing, 5G, IoT, and artificial intelligence, has become the “second half of the Internet” in people’s mouths. This is not only a brainwashing of Internet people ’s thinking about traditional industry people, but also a remodeling of traditional industry people ’s perception of Internet people. “Porcelain shop”, no longer dare to say “dimensional reduction blow.” In this industrial thinking revolution, both ends are students and teachers are each other.

In 2019, BATs who have led the Internet wave in China for more than a decade have gradually become “traditional enterprises” in the eyes of future generations. They also sought to “break the game” in the tide of rolling waves, and brewed their “butterfly changes” again.

On November 13, 2017, during the Trump visit to China, “U.S.” Time published a magazine with the cover “Chinese won” in both Chinese and English. The cover article ” In the article “How the Chinese Economy Wins the Future,” author Ian Bremer wrote:

“Although companies in Silicon Valley have advantages in multi-field innovation, China is more likely to win in artificial intelligence from the perspective of deep pursuit of a single goal and financial strength. < / blockquote>

On November 13, 2017, “Times Magazine” cover “China won”
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In the article, the author also highly praises that China’s political and economic system has been improved and may even be more sustainable than the US system. The government will formulate laws to help strategic industry development. Speed ​​and scale are about to become the world’s most important variables, and this level of protection is even more important. The Chinese government’s better control of its economy will help to withstand some shocks that will have a greater impact elsewhere in the world.

Revisit this article after two years. For Chinese who are accustomed to strong winds and waves, whether it is the “stick killing” or “holding killing” of Western ideology, we must always keep our heads clear and keep asking ourselves: have we really won?

Chinese model

The word “country” gives Chinese people special strength and temperature whenever the external environment is difficult.

On December 13, 2019, Sino-US relations are still an unavoidable word in the world economic structure. A united and optimistic nation will become a powerful spiritual backing for the state game in certain specific periods.

The White House, which used the dollar + ideology to promote “hidden colonization,” was almost invincible in the post-Cold War era. But this time, Trump encountered Eastern wisdom that knew Tai Chi too.

Today, there are still many areas in China that require further market-oriented reforms-but China does not need marketization as defined by the West.

The long-term “globalization” ideology promoted by Western politicians essentially transfers excess capacity from developed countries to developing countries. Refining wealth with financial instruments-and when every round of the economyWhen the crisis came, it agreed with the so-called “marketization” of the Western definition, which meant falling into a procyclical trap.

State intervention is an effective antidote to the crisis. With a large overproduction in 1929-1933, Americans relied on the “Roosevelt New Deal” to escape the crisis. In the post-war dollar-dominated world economic system, when facing an economic crisis again, Americans ransacked the world by transferring contradictions over and over again.

State intervention and market regulation in resource allocation will always be two ideological games that have faded in history. Nowadays, Chinese people who insist on “road self-confidence, theoretical self-confidence, system self-confidence, and cultural self-confidence” are firmly exploring a model of their own.

China, which has the world’s most complete industrial system, can’t be tied to any ideology in today’s irresistible tide of globalization. How precious the national spirit of “independence, self-reliance, and hard work” inherited from the Yan’an period seems today.

“China does not import any foreign models, nor does it export models to any country.” This is the solemn promise of the Chinese to the world.

The in-depth thinking brought about by the game of great powers to the Chinese, as well as the gaps in reality. Behind the round of rounds of competition, China is reflecting from top to bottom-how to make itself stronger.

In 2019, in addition to the market entities making a living for themselves, the national decision-making level is also focusing on promoting “breaking the game.” How to break the “cocoon” of the system and incubate the “butterfly” of the market is a key subject of decision-making research. State-owned enterprises, which have always been “difficult to separate government and enterprises,” and have been repeatedly criticized, have become a key breakthrough in this round of reform.

In a sense, the focus of the new round of state-owned enterprise reform is no longer on the “state-owned enterprises” themselves, but on the top level to promote the full capitalization of state-owned assets-from managing enterprises to managing capital, perhaps The key to cracking the system problem that has existed for more than 20 years and to get out of the strange circle of “death with one tube and chaos with one tube”.

In 2019, the central government intensive airborne “Vice Governor of Finance” in various provinces and cities. These professionals from the financial system have a special mission, and they may become a new force in China’s economic transformation in the future.

In 2019, Americans repeating the old tricks are igniting in Hong Kong, hoping to force the withdrawal of capital by creating a regional crisis and return to save the hollow US economy. But according to the “Newscast” comment, these clowns in chaos are nothing but a group of grasshoppers after the fall.

On August 18, 2019, the Central Government supported ShenzhenThe full text of the opinions on building a leading socialist demonstration zone with Chinese characteristics was announced. In December, major ministries and commissions sent “gifts” in succession, which will promote financial cooperation between the mainland and Macau in five major areas. There are also rumors that the idea of ​​preparing a stock exchange in Macau-the central government’s layout in the Guangdong-Hong Kong-Macao Greater Bay Area is self-evident. Under the trend that the continuum of the mainland’s economy is continuously increasing and its international status is rapidly increasing, the solution of the Taiwan issue is only a matter of time.

In 2019, China’s new economic engine is accelerating. In November, the National Bureau of Statistics released data that China’s industrial production growth rate has accelerated significantly, and structural optimization has continued. New growth momentum is accumulating.

December 10-12, 2019, the Central Economic Conference. In the summary report, three key keywords were mentioned, “stable, good, progressive”-“stable”, is a summary of this year’s economic performance. “Good” is a judgment on the current economic situation. “Progress” is a requirement for economic work next year.

Promote the coordinated development of Beijing-Tianjin-Hebei, the integrated development of the Yangtze River Delta, the construction of the Guangdong-Hong Kong-Macao Greater Bay Area, and build a world-class innovation platform and growth pole. Solidly promote the construction of Xiong’an New District, implement measures to protect the Yangtze River Economic Belt, promote ecological protection and high-quality development in the Yellow River Basin … A big game of the country is being carried out in an orderly manner by policymakers.

After 2019, the earliest batch of post-80s is about to enter forty, and the earliest batch of post-90s will also enter thirty. All aspects of China’s politics, economy, culture, and science and technology will be gradually provoked by these people. Their courage and responsibility will determine the future of China in the next few years.

Postscript: Write to 2020

Inventory 2019 is to write the story to 2020. Many years later, when you open this article again, you will vaguely remember that year you ran hard in the wind, sweated and chased hope.

How many points do you give yourself in 2019?

At the end of last year, Titanium Industry Watch’s year-end inventory of “2018, hard work! 》, Trigger the whole network to brush the screen. Many big Vs have forwarded their responses—stress, anxiety, and anxiety have become the keywords of these netizen comments.

In 2019, this kind of anxiety and stress still exists on Weibo and the circle of friends. But in fact, most of these anxious people are just “pan-middle-class people” in our mouths. They either live in first-tier or second-tier cities, or from third-tier or fourth-tier cities.It’s about traditional industries. They have their own life pressures and entrepreneurial work pressures, but they do not represent the emotions of China as a whole.

In 2019, Feng Xiaohui, a college graduate from a small town in the west, founded his own mountain brand and took care of his own homestay with his father. Feng Xiaohui recorded the daily process of collecting mountain products and making products into videos. The number of clicks on Douyin exceeded one million, which attracted tourists from many big cities to drive there. Feng Xiaohui has been very busy this year, but the world in her eyes is still beautiful and sunny.

In 2019, Chen Zhijun, the stall owner of the farmers’ market, felt much better. “Sweep the evil and eliminate evil” has wiped out the “Xingba Shiba” that has been running for many years, and the security of the market has obviously improved. He can finally do business in a down-to-earth manner.

In 2019, Chu Yingying, who had worked hard in Beijing for many years, returned to his hometown in Shandong. He spent five years of savings to buy a wedding house and joined a local manufacturing company as vice president of marketing. Although large companies in first and second tier cities have laid off employees, many emerging industries in third and fourth tier cities are desperately trying to grab people. The battle for high-quality talents is in full swing everywhere, and “fleeing from Beijing, Shanghai, Guangzhou and opening up to third- and fourth-tier cities” has become a new plan for many outstanding talents.

In 2019, in the remote counties of Gansu, Ningxia, which is about to usher in poverty, among the large group of retirees covered by urban and rural medical insurance, their faces have little anxiety, and they are still filled with happy smiles–social well-being. The benefits are rising in general, which is a solid and stable chassis for the overall situation of the country.

2019, my homeland and me

Economic shifts, reshuffle of resources, and global competition are the main reasons behind the anxiety of the “pan-middle class” in recent years. In the uncertain Chinese economy, the original benefit generation and distribution model is undergoing profound adjustments. In the future, it will be a capability to create valueTimes. Opportunities still exist, but they will not belong to opportunists.

In 2020, Chinese-style gear shifting will continue, and in-depth reforms at all levels are still ongoing. Are you ready for the coming new year?

On the penultimate day of the New Year’s Day, after failing the previous launch, the Fat 5 rocket that had been dormant for two years was successfully launched again at the base in Wenchang, Hainan. A cloud arrow that takes off and takes off, carrying confidence and hope, draws the most complete end to the Chinese story in 2019.

Looking at the “heavy weapon of the country” heading towards the sky, cheering and applauding the aerospace researchers, we will return silently to pick up the memories of 2019 and continue our busy work and ordinary life of chai oil and salt.

2020, we are not old yet, and we have dreams to pursue.

This article is from the WeChat public account: Titanium Industry Watch (ID: Taifangwu) < span class = "text-remarks">, author: Liu Aiguo, data support: titanium industry Research Institute Wo