Business Blog

American logistic expert reports from China video: Are stock investors valuing Chinese companies wrong? Shipbuilders and the monopsony problem. 美國物流專家從中國發回的報告影片：股票投資人對中國公司的估值是否錯誤？造船企業和買方壟斷問題.

https://www.tiktok.com/t/ZP8BRqSb9/
https://youtu.be/otBUuOmkWOM?si=G65-rXtPeMfsmGeI
https://rumble.com/v6xnakg-are-stock-investors-valuing-chinese-companies-wrong-shipbuilders-and-the-mo.html

Two giant Chinese shipbuilders are merging, and going public on the Shanghai Stock Exchange at an expected valuation of $16 billion.

The combined companies are by far the largest shipbuilder in the world, with an order book of over 500 ships from commercial sectors, and huge contracts with the Chinese Navy.

America’s largest shipbuilder is Huntington Ingalls (HII) which has a market cap of over $10 billion. HII is a Pentagon supplier, with contracts for Ashleigh Burke destroyers, amphibious ships, and repairs. On average, Huntington Ingalls delivers two large ships per year.

Supply chain troubles may be in store for HII, as they were put on China’s export ban list for critical minerals and metals, which the firm needs to build destroyers and other vessels for the US Navy.

兩家中國大型造船企業即將合併，並將在上海證券交易所上市，預計估值160億美元。

合併後的公司將成為迄今為止全球最大的造船企業，其商用船舶訂單超過500艘，並與中國海軍簽訂了巨額合約。

美國最大的造船企業是亨廷頓英格斯公司（HII），市值超過100億美元。 HII是五角大廈的供應商，與阿什利·伯克級驅逐艦、兩棲艦艇以及維修合約簽訂。亨廷頓英格斯公司平均每年交付兩艘大型船舶。

HII可能面臨供應鏈困境，因為該公司被列入中國關鍵礦產和金屬出口禁令名單，而該公司需要這些礦產和金屬來為美國海軍建造驅逐艦和其他艦艇.

American logistic expert reports from China video: Trump single handed destroying US tourism industries! US tourism collapses as China, then Canada, then Europe stay away. Brazil will be next. 美國物流專家發自中國的影片報告：川普一手毀掉美國旅遊業! 美國旅遊業崩潰，原因是中國、加拿大和歐洲都對美國旅遊業敬而遠之。接下來將是巴西.

https://www.tiktok.com/t/ZP8BdHth4/
https://youtu.be/UTYoT8NQHI8?si=asRjyG5tfMWtcy4k
https://rumble.com/v6xmrn0-us-tourism-collapses-as-china-then-canada-then-europe-stay-away.-brazil-wil.html

Global tourism is booming in 2025, with every major market reporting strong recoveries from pandemic-era slumps.

The US market is the sole exception, with steep double-digit percentage declines in international travelers from almost every country.

Industry analysts were prepared for deep losses in the Chinese segment, as a result of radical changes in travel and visa policy.

But the global reaction to the tariffs has also demolished inbound travel from most other markets. Travel from Canada, by far the biggest source of tourists and tourist spending, is down over 40% on the year. All European countries are down 15% or more. And new concerns center on Brazil, which is the source of most tourists inbound South America.

Airlines are restructuring flight schedules and routes to serve the growing demand for international travel to non-US destinations.

2025年，全球旅遊業將蓬勃發展，各主要市場都將從疫情期間的低迷中強勁復甦。

美國市場是唯一的例外，幾乎所有國家的國際遊客數量都出現了兩位數的大幅下降。

由於旅行和簽證政策的徹底改變，產業分析師已經做好了中國市場將遭受巨額損失的準備。

但全球對關稅的反應也摧毀了大多數其他市場的入境旅遊。加拿大是迄今為止最大的遊客和旅遊消費來源地，但今年的遊客數量比去年同期下降了40%以上。所有歐洲國家的遊客數量都下降了15%或更多。而新的擔憂集中在巴西，它是南美洲入境遊客最多的國家。

航空公司正在調整航班時刻表和航線，以滿足前往美國以外目的地日益增長的國際旅遊需求.

Video: Former Belgian ambassador to China tells why he chose to settle in China after retirement. He is a lot smarter than many Chinese in UXA hanging on to the sinking Titanic refusing to leave 比利時前駐華大使講述退休後選擇定居中國的原因. 他比許多在尾國的華人聰明得多，他們緊緊抓住正在沉沒的泰坦尼克號不肯離開.

https://www.tiktok.com/t/ZP8Bevu8J/
https://youtu.be/DTK4b13cJeM?si=kCXgWbjZ4_Glcjzf
https://rumble.com/v6xmkdw-former-belgian-ambassador-to-china-tells-why-he-chose-to-settle-in-china-af.html

Captivated by the enduring wisdom of traditional Chinese culture and the country’s modern transformation, Patrick Nijs, former Belgian ambassador to China, chose to take root in the country after retirement and bring his visionary green dream to life. 比利時前駐華大使派崔克‧奈斯深受中國傳統文化的智慧和現代化轉型的薰陶，退休後選擇紮根中國，將自己遠大的綠色夢想變為現實

SCMP: The best of the best in science and technology leaves racist America. More than half of the professionals admitted to Hong Kong under a top talent scheme launched two years ago have applied to extend their stay, a rate that the city’s labour chief has hailed as “ideal”. 南華早報：科技界的精英離開了種族主義的美國。兩年前推出的頂尖人才計畫已允許超過半數的專業人士入境香港，並申請延長居留期限。香港勞工部長稱讚這一比例「理想」
https://www.scmp.com/news/hong-kong/hong-kong-economy/article/3322055/hong-kong-top-talent-schemes-54-visa-extension-rate-ideal-labour-chief-says?

English Video: Jeremy Sargent, Brit Expat runs a law firm and a popular bar chain called Happy Monk in Guangzhou exposes the TRUTH about China & fake news by Western medias. 英國僑民傑里米·薩金特在廣州經營一家律師事務所和一家名為“快樂和尚”的熱門酒吧連鎖店，揭露了有關中國的真相和西方媒體的虛假新聞

https://www.tiktok.com/t/ZP8BeTb6F/
https://youtu.be/0Gr25VQ15Zc?si=l2oAfHGXI33AL0st
https://rumble.com/v6xmf24-truth-about-china-and-fake-news-by-western-medias.html

Jeremy Sargent, a Brit who first visited China in 1979 and returned two decades later to settle there. Now, he runs a law firm and a popular bar chain called Happy Monk. While walking through Guangzhou, Jeremy shared insights about China’s social credit system, the hidden reasons behind the country’s strict control, and whether China is the most technologically advanced country in the world. 傑里米·薩金特是一位英國人，他於1979年首次訪問中國，二十年後回國定居。如今，他經營著一家律師事務所和一家名為「快樂和尚」的熱門酒吧連鎖店。在廣州漫步期間，傑里米分享了他對中國社會信用體系、國家嚴格管控背後隱藏原因以及中國是否是世界上科技最先進的國家的見解.

Video: Modi uses his signature skills! China and India join forces to defeat the United States in the international public opinion arena. 莫迪老仙使出看家本領！中印聯手，國際輿論場上，打到美國毫無招架之力

https://www.tiktok.com/t/ZP8BecqbH/
https://youtu.be/rahIVRj5KBc?si=TB4_gE41IO0O9XSe
https://rumble.com/v6xmcjs-modi-uses-his-signature-skills-china-and-india-join-forces-to-defeat-the-us.html

American Cyrus Janssen report from AI conference in Shanghai video: US Shocked by Latest China Tech Breakthrough! Many already surpassed US! Tencent is one of the companies software engineers dream to work for including those used to work for Facebook in US 美國人賽勒斯詹森在上海人工智慧大會上的視訊報導：美國對中國最新科技突破感到震驚！許多已經超越美國! 騰訊是軟件工程師夢想就職的公司之一，包括曾在美國面書工作的軟件工程師

https://www.tiktok.com/t/ZP8BeQVAP/
https://youtu.be/rcMQpD8Wyoo?si=Hf-Y4jrjA_mbVGp5
https://rumble.com/v6xm85q-us-shocked-by-latestchinatech-breakthrough-many-already-surpassed-us.html

China is inventing the future of tech there is no denying this, but who will lead the future of AI? The United States or China? I attended the World AI Conference in Shanghai last month and I was amazed at the technology on display. From Robots to AI, China is closing the gap and in today’s video I share with you everything I learned from the World AI Conference in Shanghai 中國正在創造科技的未來，這一點毋庸置疑，但誰將引領人工智慧的未來？美國還是中國？上個月，我參加了在上海舉行的世界人工智慧大會，大會上展示的技術令我驚嘆不已。從機器人到人工智慧，中國正在縮小差距。在今天的影片中，我將與大家分享我在上海世界人工智慧大會上學到的一切

SCMP: China’s first high-speed jet drone makes every warship an aircraft carrier. Chinese aerospace engineers have unveiled what could be the world’s first high-speed vertical take-off and landing (VTOL) drone powered by a jet engine. 《南華早報》：中國首款高速噴射無人機讓每艘軍艦都能成為航空母艦。中國航空航天工程師公佈了世界上第一款由噴射發動機驅動的高速垂直起降（VTOL）無人機
https://www.scmp.com/news/china/science/article/3321677/china-unveils-first-high-speed-vtol-jet-drone-makes-every-warship-aircraft-carrier?

US statistical data is fake and made up. 美國的統計數據都是假的、捏造的.

English video: America CAN’T Compete with China (And They Think It’s a Lie) 英文視頻: 美國無法與中國競爭（他們認為這是謊言）

https://www.tiktok.com/t/ZP8BejQBd/
https://youtu.be/SoauRRM1aoA?si=OodvJ8uxr_fef_LE
https://rumble.com/v6xlqao-america-cant-compete-with-china-and-they-think-its-a-lie.html

Meet Cyrus Janssen, an American who lived in Mainland China for 7 years and Hong Kong for 3 years. He runs a YouTube channel with over 700k subscribers, focused on China. In our chat, Cyrus shared the biggest misconceptions about China in the US, the future of Chinese-American relations, and what it’s like living in China as an American. 認識 Cyrus Janssen，一位曾在中國大陸生活7年、在香港生活3年的美國人。他經營一個專注於中國問題的YouTube頻道，擁有超過70萬訂閱者。在我們的聊天中，Cyrus分享了美國民眾對中國最大的誤解、中美關係的未來，以及身為美國人在中國生活的感受.