Hiina arengud

[Kriku]

Ma muide arvan, et hiinlased hakkavad varsti seda hästi sisse töötatud mudelit ja oskusteavet eksportima. Sõbralikesse riikidesse kerkivad tüüpprojektide järgi ehitatud koonduslaagrid, mida hiinlased kohalikule režiimile teenust pakkudes opereerivad.

[ruger]

Eile andis Hiina kaubandusminister inimestele välja soovituse hankida koju toidutagavarad.

A statement from China’s government urging local authorities to ensure there was adequate food supply during the winter and encouraging people to stock up on some essentials prompted concerned talk online, with people linking it with the widening coronavirus outbreak, a forecast cold snap, or even rising tensions with Taiwan.

The Ministry of Commerce urged local authorities to stabilize prices and ensure supplies of daily necessities including vegetables this winter and next spring, according to a statement Monday evening. Chinese households were also encouraged to stock up on a certain amount of daily necessities in preparation for the winter months or emergencies.

https://www.bloomberg.com/news/articles ... ne-chatter

China's government has urged families to stock up on essential supplies in case of emergencies.

No reason was given for the notice from the Ministry of Commerce, but it came amid ongoing coronavirus lockdowns and concerns over vegetable supplies after unusually heavy rain damaged crops.

The ministry also asked local authorities to keep supply chains running smoothly and prices stable.

State media later sought to quell concerns amid reports of panic buying.

"As soon as this news came out, all the old people near me went crazy, panic buying in the supermarket," one user wrote on the Chinese social media site Weibo.

The Economic Daily, a Chinese Communist Party-backed newspaper, urged its readers not to be alarmed, saying the government's advice was aimed at making sure that households were prepared if a lockdown was announced in their area.

https://www.bbc.com/news/world-asia-china-59133027

Lisaks on eelnevalt kästud firmadel hankida ka kütust pikemaks ajaks...(video kommentaariumist pärit lõik)

When a country flat out tells its citizens to stockpile or prepare it's usually not a good omen of things to come. First they told their companies to get fuel for the winter at all costs, now they're telling their citizens to stockpile food and supplies. They have to know this would cause a panic, which means the whatever is coming is worse than the panic this is going to incite. Does seem a little coincidental that china has successfully tested their supersonic "vehicles", expanded into africa, made threats to japan and austrailia, and all but declared war on taiwan in the span of a year or so. Now they're telling their citizens to stockpile, their companies to get fuel, and to top it off their food imports and pretty much quadrupled in the past two years. I think they're preparing for something other than "winter". Seems like with their economic situation they're running out of time and options.

https://www.youtube.com/watch?v=baM9VYH4wKk

[ruger]

Järgmine Hiina kinnisvaraarendaja ei suuda oma makseid tasuda.

Chinese property developer Kaisa Group and its units suspend trading in Hong Kong after missed payments

https://twitter.com/business/status/1456428655798800388

A rout in shares and bonds of Chinese property developers deepened on Friday as Kaisa Group Holdings Ltd (1638.HK) and three of its units had their shares suspended, a day after Kaisa said an affiliate had missed a payment on a wealth management product.

Shenzhen-based homebuilder Kaisa, which has guaranteed the wealth management product, said in a statement on Thursday it is facing unprecedented liquidity pressure due to a challenging property market and rating downgrades.

A Hong Kong stock exchange filing showed Kaisa's shares were suspended as of Friday. The exchange did not elaborate.

https://www.reuters.com/business/tradin ... 021-11-05/

[Tux]

https://www.youtube.com/watch?v=nyMu9TuOaMw

Hiinas on toidukaupade hinnad lakke hüpanud, kohati on vajalik söök kallinenud 50-70% . Valitsus soovitas olla valmis jamadeks talvel ja kevadel ja inimestel on paanika! Variandid, et miks selline erakorraline asi toimus on järgmised:
1. Viimane saak läks aia taha, juurviljade hinnad on hetkel kallimad kui lihal!
2. Valmistutakse üleriigiliseks koroona suluks, et absoluutselt kogu riik sulgeda.
3. Valmistutakses Taiwani vallutamiseks ja siis on rahva varustamisega kindlasti probleeme.
4. Tulemas on mingi uus üllatus, mida me veel ennustada ei oska...

[2korda2]

Paistab, et Evergrande läkski põhja. Investorite jaoks on see päris suur punane tuli. Doominod võivad veel mõnda aega kukkuda.

[ruger]

Mingitel andmetel suutis maksta 3-st 2 intressimakset. Kas sellest ka piisab, ei tea.

China Evergrande, the troubled property giant, made a debt payment on at least two of its bonds on Wednesday, a company bondholder said, a sign that it may yet again manage to head off default.

https://www.nytimes.com/2021/11/10/busi ... dline.html

Ivan Yakovina kommenteerib Hiina majanduse seisu
https://www.youtube.com/watch?v=zS_bqZ-qOfo

[ruger]

Naiste tenniseorganisatsioon WTA peatas kõik Hiinas toimuma pidavad WTA turniirid seoses riigi juhtkonna kuuluva poliitiku käitumisega(vägistamisjuhtum) ühe tennisemängija suhtes, kes selle avalikustas.

Women's Tennis Association announces immediate suspension of all WTA tournaments in China, including Hong Kong, due to Peng Shuai situation.

https://twitter.com/IntelDoge/status/14 ... 2589622274

Hiina vaatab Okeaania saarestikus toimuvat murelikult

Few in the U.S. pay much attention to the goings-on in the South Pacific, but the regular outbreaks of vicious ethnic violence in the Pacific merits far wider notice. Time after time, frustrated native Pacific Islanders choose to lash out at Chinese expatriates, only to see China do little more than express irritation. Last month, after three days of rioting, native Pacific Islanders left the Solomon Islands capital of Honoria in shambles, burning and looting many ethnic Chinese-owned businesses.

This time, international response was swift. Police and military personnel from Papua New Guinea, Australia, Fiji and New Zealand rushed in to restore order. But while the South Pacific mobilized, China’s Foreign Ministry still fumed, with a spokesperson saying that the communist country will “safeguard the safety and legitimate rights and interests of Chinese citizens and institutions.”

Pacific island rioters are becoming desperate pawns in a dangerous game. The next time poor, hungry and angry Pacific Islanders are incited target expatriate Chinese, China could do much more than just sputter from the sidelines. The Chinese public is eager to see the state’s modern military employed to protect threatened expatriates, and the islands of Oceania offer ideal testing grounds for China’s vision of modern conflict; fusing psychological, public opinion and legal “warfare” to a favorable tactical—or even strategic—outcomes.

Oceania’s depressing drumbeat of ethnic outrages offers the Chinese military regular opportunities to use their new power-projection assets in relatively benign environments. Stability and non-combatant evacuation operations are harmless activities in themselves, but there is always the likelihood that, once a modest Chinese force has landed on a suitably strategic ato

https://www.forbes.com/sites/craighoope ... and-chain/?

[ruger]

Evergrande andis jälle hoiatuse, et asi pole hästi

Evergrande says they cannot make good on their financial obligations and extreme caution is necessary with their securities.

https://twitter.com/CryptoWhale/status/ ... 8354063370

[ruger]

Evergrande on defaultile järjest lähemal-ei suuda maksta enam viimaseid makseid. Lisaks defaultis veel kaks kinnisvaraarendajat: Kaisa ja Sunshine 100 China Holdings. Homseks on vastus käes.

Another Chinese property developer said yesterday it had defaulted on a major bond repayment, citing liquidity problems amid a government crackdown on the debt-laden sector. China’s real estate industry-a key growth driver in the world’s second-largest economy-has cooled in recent months after Beijing tightened home buying rules and launched a regulatory assault on speculation. The moves have created headaches for several major developers, notably China Evergrande, the country’s second-largest by volume that is weighed down by billions of dollars in debt.

Yesterday, Hong Kong-listed Sunshine 100 China Holdings said it had missed a Sunday deadline to make $179 million in principal and interest payments on a 10.5 percent bond. The default was due to “liquidity issues arising from the adverse impact of a number of factors including the macroeconomic environment and the real estate industry”, the company said in an exchange filing.

Sunshine 100 has repeatedly struggled to meet its debt obligations this year and also defaulted on a bond repayment in August. The company now has $385 million of outstanding dollar notes, according to data compiled by Bloomberg. Evergrande-which is drowning in $300 billion of debt-has so far managed to avoid default, but it has dollar bond coupons worth $82.5 million in total due yesterday, when a 30-day grace period ends, according to Bloomberg. On Friday, embattled founder Xu Jiayin was summoned by officials after the company released a statement warning it may not have enough money to “continue to perform its financial obligations”.

The Guangdong provincial government later said it would send a working group to Evergrande to “supervise and promote enterprise risk management”. Evergrande’s shares in Hong Kong closed down 19.6 percent yesterday, while Sunshine 100 ended the day down more than 14 percent. Rival developer Kaisa last week said it had failed in a bid for a debt swap that would have bought it crucial time to pay back some of its bonds.

https://news.kuwaittimes.net/website/ch ... repayment/

Developer’s fresh feedback carry expectancies of direct state involvement and controlled debt restructure.

After lurching from closing date to closing date, China Evergrande Workforce is once more getting ready to default, with pessimistic feedback from the valuables developer elevating expectancies of direct state involvement and a controlled debt restructuring.

Having made 3 Eleventh-hour coupon bills up to now two months, Evergrande will once more face the top of a 30-day grace duration on Monday, with dues this time at $82.5m.

However a commentary past due on Friday announcing collectors had demanded $260m and that it would now not ensure sufficient finances for coupon compensation triggered government to summon its chairman – and wiped an 8th off its inventory’s marketplace price on Monday.

Evergrande used to be as soon as China’s top-selling developer however is now grappling with greater than $300bn in liabilities, that means a cave in may ripple in the course of the assets sector and past.

Friday’s commentary used to be adopted through one from government within the corporate’s house province of Guangdong, announcing they’d ship a operating crew to Evergrande on the developer’s request to supervise chance control, toughen inner regulate and handle operations.

The central financial institution, banking and insurance coverage regulator and securities regulator additionally launched statements, announcing the chance to the wider assets sector might be contained.

Brief-term chance from a unmarried actual property company is not going to undermine marketplace investment within the medium or long run, stated the Other people’s Financial institution of China. Housing gross sales, land purchases and financing “have already returned to commonplace in China”, it stated.

Analysts stated government’ concerted effort signalled Evergrande has most likely already entered a controlled debt-asset restructuring procedure to cut back systemic chance.

Morgan Stanley, in a document, stated one of these procedure would contain coordination between government to handle the standard operation of assets initiatives and negotiation with onshore collectors to make sure financing for challenge building and of completion.

Regulators would additionally most likely facilitate debt restructuring dialogue with offshore collectors after industry operations begin to stabilise, the United States funding financial institution stated.

Evergrande’s November 2022 bond – considered one of two bonds that might move into default on non-payment on Monday – used to be buying and selling on Monday on the distressed value of 20.787 US cents at the buck, in comparison with 20.083 cents on the finish of Friday.

https://games4you.me/chinas-evergrande- ... -property/
UKR blogija Ivan Yakovina selgitab
https://www.youtube.com/watch?v=O3CYo6ItV1Q

Järjest rohkem Hiina kinnisvarafirmasid on raskustes ja hakkavad välja andma füüsilise kinnisvaraga kaetud väärtpabereid

Some of China's major property developers are planning to issue asset-backed securities in the near term, a further sign that regulators are marginally broadening financial channels for developers amid Evergrande's debt crisis.

China Evergrande, wrestling with debts of more than $300 billion, said on Friday that there was "no guarantee" it would have enough funds to meet debt repayments, prompting the country's top financial regulators to calm the market.

The regulators said any fallout was controllable, and that developers' normal funding needs would be met, but the sector is facing another year of tight funding conditions and refinancing risks, Moody's said in a note last week.

Country Garden, the country's top property developer, said on Sunday that the company is considering applying for the issuance of supply chain asset-based securities (ABS) in the near term.

"As an innovative financing tool, supply chain ABS products can support upstream suppliers' financing and ease financing difficulties for small and medium firms," the company said in a statement on its official WeChat account.

It also pledged to control company's risks via prudent operations, according to the statement.

Four other developers, including Huafa Industrial and Greentown China, have received regulatory feedback on their plans to issue ABS totalling nearly 16 billion yuan ($2.51 billion), the Shanghai Stock Exchange disclosed on Dec.3.

The Securities Times reported that China Vanke is also planning to issue supply chain ABS worth 777 million yuan in the near run.

"Restrictions on domestic real estate bond financing have eased, and the amount of bond issuance in November is about 3 times that of October," analysts with CICC wrote in a note, adding that bond financing is recovering in an orderly manner.

China's property market, which accounts for a quarter of gross domestic product by some metrics, has been cooling sharply since May with sentiment shaken by intensifying liquidity stress that has engulfed some of the country's most indebted developers.

Analysts do not believe Beijing will ease up much on its campaign to rein in developers with high leverage levels, but they do expect some policy tweaks to ensure home prices and sales don't fall too quickly.

Regulators said they will support private firms, especially those affected by recent debt issues, to raise money "properly", Xinhua news agency reported on Sunday, citing an official from the securities regulator.

https://finance-yahoo-com.cdn.ampprojec ... 38080.html

Varaga tagatud väärtpaber (ABS) on väärtpaber, mille tulumaksed ja seega ka väärtus tuletatakse ja on tagatisega (või "tagatud") kindla alusvara kogumiga.
Varade kogum on tavaliselt väikeste ja mittelikviidsete varade rühm, mida ei saa eraldi müüa. Varade ühendamine finantsinstrumentideks võimaldab neid müüa tavainvestoritele, seda protsessi nimetatakse väärtpaberistamiseks, ja võimaldab hajutada alusvaradesse investeerimise riski, kuna iga väärtpaber moodustab murdosa alusvara mitmekesise kogumi koguväärtusest. varasid. Alusvarade kogumid võivad hõlmata tavalisi makseid krediitkaartidelt, autolaenudest ja hüpoteeklaenudest kuni esoteeriliste rahavoogudeni lennukiliisingutest, autoritasude maksetest või filmituludest.

[ruger]

Evergrande ei maksnudki viimaseid makseid ära. Tehniline default sellega toimunud. Selle asemel aetakse kokku uut riigi osalusega riskihalduskomisjoni, mis peaks suutma firma tegemisi vee peal hoida. Hiina riik pumpas hulga raha süsteemi püsti hoidmiseks sisse.

Just three months after narrowly avoiding collapse, the world's most indebted developer China Evergrande Group (3333.HK) is teetering on the brink again and investors are still unclear how much or for how long the problems could reverberate.

With over $300 billion of liabilities and more than 1,300 real estate projects, Evergrande has been the poster child of a property crisis in China this year that has already ripped down nearly a dozen smaller developers.

Evergrande could still pay an overdue $82.5 million bond payment which has now reached the end of its grace period, but it has warned it might not. Some offshore bondholders did not receive payments by the end of a 30-day grace period on Monday New York time.

China's central bank has pumped 1.2 trillion yuan ($188 billion) into the banking system, its second such move since July, and the regional government where Evergrande is based has said it is now stepping in.

https://www.reuters.com/markets/europe/ ... 021-12-07/
Ivan Yakovina analüüsib toimunut
https://www.youtube.com/watch?v=fNSVXe6B3gU

[Kilo Tango]

Pärast Evergrande tehnilist defaulti on arutelud muidugi taevani tõusnud, et mis edasi saab. Hiinaga, sest Evergrande tulevik on kuulsusrikas, aga kurb. Nimelt on ka paljude Hiina omavalitsuste tulubaas olnud seotud tugevalt kinnisvara müügiga (täpsemalt kinnisvara alusel laenude võtmisega), milline turg on nüüd kokku kukkunud. See tähendab, et on oodata Hiina KOV-de maksejõuetusi.

Täpsemalt siin: https://youtu.be/hz0kK6sFRUw

Suur laev upub aeglaselt. Esialgu käib pidu edasi, aga mis tulevik toob, saab põnev olema. Igatahes paistab majandusrindel olevat perfektne torm küpsemas.

[Kriku]

Hiina majandus ja sanktsioonid:

COVID-19 pandeemia alguses kahtles Austraalia peaminister Scott Morrison avalikult Hiina valitsuse seletustes uue koroonaviiruse päritolu kohta. President Xi pidas Austraalia peaministri ütlusi Hiina rahva ja presidendi solvamiseks. Ta keelas Austraalia söe ja odra sisseveo, kuigi pea kõik Hiina söejõujaamad olid seadistatud Austraalia söe kasutamiseks.

Austraalia kivisüsi sisaldab vähe väävlit ja palju energiat. Sütt Austraaliast laevaga Hiina idarannikule transportida on märksa odavam kui vedada seda Hiina oma läänepoolsetest kaevandustest rahvarohkele idarannikule. Elektrijaamad tõstsid elektri tootmishinda, kui äkitselt oli vaja elektrit toota kehvemast ja kallimast kivisöest. Aga elektrivõrgud ei nõustu ostma elektrit kallimalt kui riigi kehtestatud müügihind. Mida ei osteta, seda ka ei toodeta, seega tabasid Hiina elurajoone ja tööstust elektrikatkestused. Liftid jäävad sageli seisma, valgusfoorid kustuvad, elamud jäävad aeg-ajalt pimedaks. Lõuna-Korea laevaehitus kolis Hiinast minema, Apple’i ja Tesla tehased kaaluvad elektri puudumise pärast lahkumist.

Hiina on maailma vabrik, ta vajab elektrit. Kui elektrit pole, pole ka tootmist.

Ühe mehe kapriisi mõju on lai. Ligi 90% maailma magneesiumi tuli Hiinast, aga kuna magneesiumi tootmine nõuab rohkelt elektrit, jäid tootmisüksused seisma. Magneesiumi hind on tõusnud 200%. Ka alumiiniumi sulatamine vajab rohkelt elektrit, seega on Hiina alumiiniumieksport samuti vähenenud. Alumiiniumisulamite – neid on vaja näiteks autoosade valmistamiseks – hinnad tõusevad kogu maailmas.

Täiuslik torm on tabanud ka Hiina krediiditurgu. Firmadel on vaja laenu, et toormaterjale osta, palkasid maksta ja tegevuskulusid katta, kuni klient on kauba eest maksnud. Tootmine on elektripuuduse tõttu takerdunud ja tehased vajavad laenu, et ellu jääda.

https://epl.delfi.ee/artikkel/95434305/ ... atsioonist

[Roamless]

See tähendab, et on oodata Hiina KOV-de maksejõuetusi.

Taiwani "liitmine" mandri Hiinaga võid siis edasi lükkuda? Samas, kes teab võibolla võetakse Putinilt eeskuju ja sisejamade varjamiseks just korraldatakse midagi.

[ruger]

Prantsuse sõjaväe strateegiliste uuringute instituudi uurimistöö Hiina mõjutustegevusest-ca 650lk raamat
https://www.irsem.fr/report.html
https://drive.google.com/file/d/1mjFz3O ... 66MEn/view

[Kilo Tango]

Hiina mõjutustegevus Leedu suunal Saksamaa kaudu:

https://maailm.postimees.ee/7437061/sak ... t-taganema