Some time ago, a country became an internet celebrity, and many great masters gave him a new title, and kindly exclaimed that he was an economically bully. To put it simply, he was particularly good at fighting in economics, so how could he fight? It is said that if we can fight to a close, we will almost replace our world factory title. This country is our neighbor Vietnam.
Then he gave a serious data: in the first five months of 2022, Vietnam's cumulative import and export of goods reached US$305.1 billion, and its trade surplus was US$516 million. Exports of in May increased by 16.4% year-on-year, and expected growth of 25.6%. Imports increased by 12.9% year-on-year, with an expected increase of 15.0%.
First day of junior high school, it is indeed worthy of being the little overlord of East Asia. This data completely kills many countries today, because many countries have now increased energy and food prices due to the explosion of Russia and the recurrence of the epidemic, causing the economy to plummet. With his achievements, he is indeed impressive enough.
But to be honest, it is estimated that the American, German, and Japanese friends have seen each other more, and now they suddenly popped up, which makes many young men feel a little off guard, and then they have a lot of questions, is it really that the East Asian overlord is so capable? Are we really not able to do it?
Today's article is about this. Let's take a look at what the real situation is.
—1—
The amazing real estate price
We need to understand whether a place can be economically fought. In fact, it can be seen from several places, such as real estate, import and export data, stock market, etc., which means that if the economy of this place is improving, these data will definitely be very good.
So let’s take a look at its real estate market first. When it comes to real estate, we have to mention our own side. Since we started to explode the real estate industry last year, our market can be said to be in a mess now, but Xiaobawang is in a state of peace.
According to the information released by our official, by April this year, the prices of newly built housing and second-hand housing in almost 50 of the 70 major cities had fallen, which was completely cut in half. The growth rate of our real estate development investment has not been cut in half. It can be said that it was uprooted and fell directly to -2.7%. The housing market is in great pain now, friends can take a look at the picture below.
But Xiaobawang is different, but it has been rising wildly at this time. According to a report by the Ministry of Housing and Urban-Rural Development of Vietnam, in the same first quarter, prices in almost all cities were rising, not just rising, but also soaring.
From February this year, the average price of new houses in 65 key monitoring cities in Vietnam has reached RMB 17,561 per square meter.
Some people will say, what is this price? Any first-tier city can kill him instantly, but according to his GDP in 2021, it is about 2 trillion yuan, which is similar to Inner Mongolia, which ranks low. In other words, the average housing price in each city in Inner Mongolia reaches 20,000 yuan. Isn’t this an exaggeration? You should know that the housing prices in the provincial capital are usually higher, and the housing prices in other cities are no more than 7,000 to 8,000 yuan at most.
Just passed April, the largest city of Little Ba Wang, Ho Chi Minh City , and the housing prices were even higher than that of unprecedented people. How terrifying is the increase? You should know that in the past few years, the housing prices in this city were still about US$790 per square meter, but now it has reached US$2,200 per square meter, almost three times the price. Hanoi rose by about 20% last year, and some special areas actually reached more than 60%.
I guess friends will have an illusion that they seem to have seen this scene somewhere? That’s right, we also experienced the time when housing prices soared more than ten years ago, and some people directly realized their financial freedom when they took a taxi on the road.
The reason why Xiaobawang's house prices soared was almost a few points. One is that the land prices soared. In March this year alone, land prices rose by about 25% during the same period. Just talking about his land on Furen Street, 24.5 trillion Vietnamese Dong was sold, which was about 690,000 yuan per square meter, directly breaking the historical record.
The second reason is naturally that supply is in short supply. Friends who have been beaten by six years of elementary school undergraduates should know the principle of supply and demand. The fewer things are, the more expensive it is. In the first quarter of this year, he built about 3,500 new houses, about 20% less than last year. Therefore, many houses were blocked at the door and rushed in and swept in. It felt like buying a house was like buying vegetables, and in this way, many people could not buy a house.
actually doesn’t mean that the people of Xiaobawang are rich. After all, their per capita GDP is only US$3,700, which is about RMB 20,000, but the main thing is that there is no way. As the houses are getting smaller and smaller, there will be no place to live if they don’t buy them. In addition, their urbanization rate is getting higher and higher, and many people go to big cities, so the houses are naturally not enough to sell, so paying for a house is like buying vegetables.
It is also said that international real estate speculators have begun to inject funds. It seems that the housing prices are definitely coming.
—2—
The great economic skills
Whether the economy is good or not depends on Xiaobawang's other skills in the economic field, one is import and export skills, the other is stock market skills, and the other is investment skills. Let's see what the situation is.
Let’s first look at its import and export. If there is a trade surplus, it means that it can make money from others.
Checked it and said, "Good guy, his data is so good. In the first quarter, Vietnam's total import and export of goods was US$176.35 billion, of which the export volume was US$89.1 billion." Many friends have no idea about this number, so we can compare Shenzhen, which has the most powerful exports, to know. In the same first quarter, Shenzhen's export volume was US$62.7 billion. Simply put, Xiaobawang's export skill level in the first quarter has already been able to crush our Shenzhen.
Let’s take a look at the stock market again. Our stock market has been fighting with 3,000 points now. I guess many friends are willing to die, but Xiaobawang’s stock index is booming, rising 125.54% in 2021 alone, completely crushing any market on Blue Star .
In fact, it is not surprising that the market has risen, but in the past two years, so many black swan , either new crown , or Russia's blow-up slam, or Fed is preparing to reduce the balance sheet , in short, the world has plummeted, but the market of Little Overlord has gone out of the opposite form. Can this not be surprising?
In fact, if you look at the time dimension a little longer, you will be even more surprised. Xiaobawang's index has soared from less than 400 points in early 2012 to 1,500 points now, a total of 4 times. I'm asking if you are afraid?
Finally, let’s take a look at Xiaobawang’s investment skills. According to the news he posted himself, foreign investors have invested more than US$10.8 billion in the first four months, and has increased by 88.3% year-on-year compared with .
A little knowledge point is that there is a business prosperity index (BCI) in Xiaobawang that has reached 73 points. This business index was published by the EuroCham of EU Vietnam to major European business leaders. The higher the index, the more worth investing in this place.
Friends, don’t underestimate this index. You should know that in 2020, the index was only 27, which means that it hit the ankle directly with one knife and fell to the historical low. Many European companies are generally too lazy to conduct on-site investigations. They make decisions based on this index, which means that the butt determines the head. So they immediately withdraw their capital and leave, which made them lose money that year. If the factory does not produce, it means that workers are unemployed and social turmoil. Now the whole country is in a panic and immediately try every means to improve the index.
first agreed to allow European companies to postpone tax payments, and then agreed to reduce land rents, and they could not pay social insurance . After Xiaobawang made various extremely painful series of fat cuts, the index finally climbed 7 points to 34%. European companies slowly returned to invest, and Xiaobawang slowly recovered, feeling like he had a life of surviving the disaster.
Now this index reaches 73, which means that many European tycoons want to give him money. For example, in an industrial park in his province, foreign investors have given him almost US$1.8 billion to him until April, which is about 4 times that of 2021.
Now in Vietnam, these three main skills in the economic field are fully powered, and investment, consumption and exports are all crazy. It makes people feel that they are really worthy of being the Internet celebrity Southeast Asian overlord, and they are very good at fighting in terms of economy.
—3—
5 East Asian Little Overlord was harvested against the will of heaven
The data is really good, so no matter how you look at it, Vietnam is really a Southeast Asian Little Overlord, so the so-called "Moving Blow" some time ago, and many places are really worried whether our manufacturing industry will be replaced by him.
If you really have this idea, it can be said that this is a typical behavior of listening to the wind and rain. When we look at the problem, we must know the fundamental reason.
Let’s talk about import and export first. Before April, Xiaobawang’s data was indeed very good, but by May this year, it was not so beautiful, and it directly spit out nearly 1.73 billion US dollars.
According to the State Administration of Statistics of the Ministry of Planning and Investment of Vietnam, in May 2022, the total import and export volume of Vietnam is expected to reach US$62.69 billion, a month-on-month decrease of 4.7% and a year-on-year increase of 14.5%, and the trade deficit of is 21.73 billion.
looked carefully and it turned out that in May this year, Xiaobawang imported 32.21 billion US dollars and exported 30.48 billion US dollars. Although exports increased by about 16% compared with last year, the imports were 12.9% more than last year, so when it totaled, he even vomited 1.73 billion.
Didn’t he say he has been making money? Why did someone suddenly earn 1.73 billion? Then the question becomes, where did his money be harvested?
Checked it out, and friends will probably understand a lot after reading this set of data. In the first five months of this year, China became Vietnam's largest import market with an import value of US$49.6 billion. Can't you understand this sentence? Let’s look at the next sentence. The United States is Vietnam’s largest export market, with an estimated export volume of US$46.7 billion.
Do you understand now?
To put it simply, it means that Xiaobawang and us imported things, then assembled them, and then sold them to the US imperial examination. Specifically, for example, if we buy our electrical equipment or electronic products, of course, they are in bulk, and then assemble them and sell them to the United States, or import fabrics from us, and simply sew them into clothes, and then sell them to others. In short, it is just a simple move, do a hard work, and earn some hard work, and the big part of profit is still here.
But specifically, there is still a part of Xiaobawang that is purely profitable. For example, in the first quarter, the export of agricultural, forestry and aquatic products is expected to be US$7.27 billion, a year-on-year increase of 19.7%. But to be honest, this part of the profit is profitable, but there is no big profit, which only accounts for about 8% of the total export volume in the first quarter. But mosquitoes are also meat, and eating meat is better than eating meat without meat.
In fact, friends just need to look at the data carefully and know that no matter how large the total import and export volume of Xiaobawang is, it will always revolve around us and the United States and the United States, which means that as much as you import from us, you will sell it to the United States. The two sets of data are basically the same.
After talking about import and export, let’s look at its stock market again. In May, just after 520, some friends showed their love, and the day when single dogs were hammered, although single dogs were miserable, our neighbors were even worse. The market set off a tsunami and was directly cut in half.Why is this happening to
? According to his own judgment, it is estimated that some people are playing tricks on the market, which means that some people are maliciously hyping.
Little Overlord is also decisive in his work. He issued a claim to be a major cleaning operation. As soon as he took action, he first copied his highest securities chairman. Not only did he copy him, he directly kicked him out of the Vietnam Party, and then he also made the general manager of the exchange. He also warned the board boss of the exchange and the boss of the Securities Custody center, which meant to let them pay attention and not do anything randomly.
The boss finished it, and then it was naturally the shrimp soldiers and crab generals. Within a few months, executives and bosses of many listed companies were all involved in the market. Anyway, anyway, any person involved in playing tricks in the market was knocked out.
is not bad now. All the large listed companies have no heads, and the stock price of has plummeted. The decline of so many large companies has caused panic in the entire market, so the entire market fell directly by 10%. At this time, Xiaobawang continued to say that the whole year of 2022 will be cleaned up, and he also proposed that if the company has risen for more than 5 trading days in a row, he will be warned. To put it simply, don’t mess around with those of you who want to cut leeks, and you will mess around with them, and you will mess around with them to the death.
This is the case in the market. Some friends say that there is no real estate? Don’t worry, don’t look at the joyful dance today, be careful to draw the list in the future, Xiaobawang also punched the housing market.
In the Internet, the real estate industry is a favorable situation, but in fact, there is already a surging underworld. Many real estate companies are looking for money in the market. After all, there is not that much money to develop a real estate at once, but it is impossible to borrow so much money through the bank. So naturally, they want to get money in the market. As a result, the market is now hit, and then the hidden thunder is detonated.
For example, there are three real estate companies under a listed company that have illegally issued bonds multiple times. What does it mean?
To put it simply, these companies and rich people said that after they have made plans, they have to spend a lot of money to do several projects, such as doing photovoltaic , new energy, or bring it to a piece of land and say that this is the future Shenzhen of Vietnam, where they want to build high-rise buildings to do CBD projects. Anyway, the project looks very large and very profitable.
When many people heard that they had money, they generously donated money to make money to these companies. As a result, after they got the money, these companies immediately used other things and did not use the money to do projects at all. In this way, several executives of this large real estate listed company were all attacked, which means that Xiaobawang's real estate was also hit. Why does this happen suddenly? It's actually very simple. Their series of actions began in March. What happened in March? The reason was that the US imperialists made a fuss at that time that the Federal Reserve was preparing to raise interest rates at and hibernator 2. In order not to let the US imperialists harvest the little capital they had saved up, they quickly squeezed out their bubble.
plus Russia's blowback, Europe is in chaos, so the money that it would be worth to hit Xiaobawang is naturally hanging. So in order to reassure the rich Europeans, they began to express their opinions on blowback the stock market.
But I didn’t expect that Xiaobawang would probably have taken too much action by accident. In addition, he didn’t learn any skills in the real estate industry, so he actually specialized in learning money from the market. Most of his listed companies are real estate companies, and there are not many that really do business. After all, everyone knows that doing business can’t make a lot of money, so the real estate industry is also hit.
Have you seen it? Their investment, consumption, import and export skills are either helping us make money or being harvested by foreign capital. Even their real estate has to be severely beaten because of capital harvesting. This is actually the current situation of Xiaobawang.
—4—
Conclusion
In fact, friends can see from these things that we are touching the Eagle Sauce across the river, while the Little Overlord is touching us across the river. It is simply copying everything. These are things we have experienced before.
So, let’s take a look at the popular words, they are nothing more than the template for the same small composition. The beginning is “I am an engineer who has been in the manufacturing industry for x years. A large amount of manufacturing industry has been transferred to Vietnam, but China cannot do so.”
In fact, after all, capital is profit-seeking. Do you want it to do charity? How is that possible. The US imperialists or Japanese capital came to our land not for charity, but for making money. Why did it transfer it before? Of course, it is because we used to have low labor, low land rent, and low taxes, which means we have low manufacturing costs.
What industry is now transferred to the Xiaobawang? Basically, there are some manufacturing industries that have no competitiveness and no manufacturing cost advantages. Now capitalists can find workers with a monthly salary of 1,000 yuan to work in them, but it is difficult to find them here, so the capital has been withdrawn.
But in fact, many mid-range manufacturing industries are gradually taking root in us. Let’s talk about the power industry I am engaged in, and the mainstream electrical equipment in the world has been moved here. The price of domestic electrical equipment is only about 30% of them. Europe produces it here and then sells it to other places to get higher profits.
The cost of a product is human resources, logistics costs, material costs, electricity costs, land rental costs, while textiles, garment, electrical assembly, etc., basically human resources costs and logistics costs account for the majority. Their labor costs are not only cheap, but also the entire eastern part is a coastline. Human resources costs and cheap shipping costs can be said to have many advantages over us.
What we really have to do now is to focus on the mid-to-high-end manufacturing industries, instead of continuing to look at those low-end manufacturing industries that no longer have any advantages. After all, a country's manufacturing industry relies on infrastructure construction, electricity, engineers, and logistics.
Xiaobawang's population, power generation, and science and engineering talents are only so large, which is much worse than Guangxi, which ranks lower, so I don't know how long it will take to blow the more I blow.
So many internet celebrities often say, "Vietnam's exports exceed Shenzhen, Li Ka-shing withdrew from the UK and moved to Vietnam, Nike Adidas Samsung factory to move to Vietnam." Through this kind of publicity, people feel that Vietnam will replace us as a factory in the world.
But after reading the analysis just now, I know that these are just fooling people. Bullying others does not understand how big the real economic scale of Vietnam is. After all, most of us lack an intuitive understanding of Vietnam's economic scale and size, which is why we are deviated by the statement that Vietnam was trying to conquer Shenzhen a while ago.
Still the same thing, we just need to insist on doing it honestly and down-to-earth. As for what others say and what they brag, as long as we move forward steadily at our own pace and live a happy and beautiful life is the bottom line.
I said a lot today, I hope everyone can finish reading it slowly.
If you like it, please like this article, thank you.
or above, encourage each other!
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