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华裔美国地震学家陈有林(Youlin Chen,音译)已在中国遭拘留近两年,并被中国政府依间谍罪起诉,但这起案件至今才首次曝光。据路透社报导,54岁的陈有林2011年取得美国公民身分。他的妻子容玉芳(Yufang Rong,音译)表示,陈有林因曾发表美国政府资助的朝鲜核试验探测研究,遭中国官员多次盘问。 2024年11月5日,陈有林在北京首都国际机场遭中国国安人员逮捕,当时他赴中国结束探亲及赴两所大学演讲,正准备搭机返美。 容玉芳表示,陈有林于2025年5月1日中国政府被依间谍罪起诉,至今仍未受审。她担心北京早已认定陈有林有罪,且审判可能采不公开方式进行。依中国法律,间谍罪最高可判处无期徒刑,情节特别严重者可能判处死刑。 她并指出,陈有林遭拘留初期无法取得糖尿病等疾病所需药物,目前已消瘦十多公斤。美国驻中国使馆官员曾多次探视,但每次均有中方官员在场,无法自由交谈;他遭拘留超过13个月后,才首度获准会见中国律师。 人质倡议组织Global Reach表示,陈有林对朝鲜核试验地震波的研究,由美国国务院及空军研究实验室资助,使用公开资料并与中国学者合作。该组织认为,中国可能希望藉由陈有林的专业,提升利用“解耦技术”(decoupling)降低地下核试爆地震波、避免遭外界侦测的能力。 容玉芳表示,美国国务卿卢比奥(Marco Rubio)今年3月已将陈有林列为“遭错误拘留”人士,使其获释成为美方优先事项,但川普政府未对外公布此决定,以保留高层外交斡旋空间。随着川普表示中国国家主席习近平预计9月访问华府,外界推测陈有林案可能成为美中高层会谈议题之一。 详细报导:
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#为什么是中国# #WhyChina# The Global Logic of China's Economic Growth in the First Half of 2026: A 4.7% GDP Increase 2026年上半年GDP增长4.7%:中国经济增长的全球逻辑 According to the latest semi-annual report, China's gross domestic product (GDP) reached 69.6 trillion yuan, representing a year-on-year increase of 4.7% at constant prices, in line with the annual growth target. Against a backdrop of intertwined international complexities and volatilities, China's economic performance is commendable. Yet, a closer look at the data reveals that the logic underpinning China's economic growth is being reshaped. (I) At the Industry Level, Notable Highlights Emerge: First, new quality productive forces are being cultivated and strengthened at an accelerated pace.** In the first half of the year, industrial production grew robustly. The value-added output of the equipment manufacturing sector increased by 9.3% year-on-year, and that of high-tech manufacturing grew by 13.3%, both outpacing the overall growth rate of industrial output above a designated scale. This underscores a clear trend toward a high-end, intelligent, green, and integrated industrial structure. Looking at specific products, the output of 3D printing equipment, lithium-ion batteries, industrial robots, and other products emblematic of new quality productive forces surged. The average daily token call volume has reached hundreds of trillions, showcasing the vitality and potential of the digital and intelligent economies. Second, new growth drivers are accelerating to take on a leading role. Preliminary estimates suggest that new growth drivers—encompassing high-end manufacturing, the digital economy, and modern services—contributed over 40% to economic growth in the first half of the year. The economy's distinct shift toward a higher quality and more optimized structure is evident, and this overall trend is accelerating. For instance, industries related to artificial intelligence, such as integrated circuit manufacturing and intelligent vehicle equipment manufacturing, have all maintained high growth rates exceeding 30%, vividly illustrating the pace of China's industrial upgrading. Third, confidence on the investment front is on the rise. In the first half of the year, investment in high-tech industries grew by 4.6% year-on-year. Notably, investment in the manufacturing of aircraft, spacecraft, and equipment, computer and office equipment manufacturing, and information services grew by 23.3%, 8.1%, and 15.5%, respectively. Investment structure best reflects market expectations. The increasing "new economy content" in investments signals an acceleration in the replacement of old growth drivers with new ones. Investment in intellectual property products grew by 9.4%, indicating that enterprises are placing greater emphasis on R&D and innovation. This suggests that technological advancement is not simply about capacity expansion but about qualitative change driven by innovation. (II) Observing a Major Economy Requires Looking Beyond the Immediate Figures to the Long-term Trajectory. Behind the "new economy content" of the semi-annual report lies China's ongoing transformation from a global manufacturing hub to a global center of innovation. At the 17th Annual Meeting of the New Champions (Summer Davos), observers noted a new phenomenon: a host of unicorn companies are heading to China. They are establishing R&D centers, regional headquarters, and deeply integrating into China's innovation and industrial chains—shifting from "produced in China" to "created in China." So, why China? Economist Justin Yifu Lin, in his book *Demystifying the Chinese Economy, touched upon the theory of the "speed of technological change." He argues that the essence of the industrial revolution is not just the application of new technologies, but more fundamentally, the ever-accelerating pace of technological change. Since the mid-18th century, starting with the steam engine reshaping the textile industry, the snowball of technological change has grown, rapidly sweeping through industries like chemicals and automobiles, ultimately redrawing the geographical map of great power competition. Looking at China today, the trajectory of accelerating technological change is equally clear. A leading enterprise can drive an entire industry, which in turn can boost a whole region. These burgeoning industrial clusters, growing from saplings to forests, not only enhance production efficiency and invigorate market vitality but also effectively improve development quality and resilience. For example, specialized and sophisticated "little giant" enterprises above a designated scale in Beijing, through deep cultivation of innovation chains, supply chain collaboration, and international expansion, have become "connecting points" and "accelerators" for the dual circulation strategy. More importantly, emerging industrial clusters possess powerful spillover effects. The rapid rise of new energy vehicles is not only reshaping the automotive industry but also driving transformations in chips, software, and energy networks, allowing more sectors to gain value from efficiency improvements. The swift advancements in AI and biomedicine are sparking a "gentle qualitative change" in people's livelihoods, significantly enhancing the sense of fulfillment and well-being through smarter, more affordable products and more livable environments. (III) Looking from the First Half to the Full Year, China's Development Momentum Remains Positive. Of course, during this critical period of transitioning between old and new growth drivers, China's economy still faces lingering issues and new challenges. Some core areas are still grappling with "bottleneck" technologies, certain high-tech industries face external risks of "decoupling" and supply chain disruptions, and "involution"-style competition affects the new energy market ecosystem. However, most of these are issues arising from development and transition, and they can be addressed with effort. The supporting conditions and fundamental trends for long-term economic improvement remain unchanged. China's economic journey toward a newer, higher-quality model is itself a process of encountering new problems and solving them along the way. By maintaining confidence, proceeding steadily, and balancing both qualitative improvements and quantitative growth, China's industries are poised to be brimming with dynamism, and the Chinese economy will continue to advance steadily and sustainably. #China# #Jiangxi# #JiangxiEconomy# #世界经济看中国# #赣出新精彩#
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1、稳态被打破,一定会有新的稳态诞生。新稳态的必然性,是人类社会发展的规律,这符合经济史上的“创造性破坏”(creativedestruction)理论。技术变革摧毁旧结构,但释放资源创新新平衡。例如农业机械化取代农民,却催生城市化和现代服务业。AI可能类似:解放“双手和大脑”后,人类转向高价值活动、高情绪活动。 2、人们只看到失业和混乱,而忽略了长远创新如火车、飞机带来的繁荣如太空基础设施(利用AI降低发射成本、优化计算)、生物永生研究(AI加速药物发现)。工业革命初期(18-19世纪),蒸汽机确实引发大规模失业(如纺织工人抗议),社会动荡(如卢德派破坏机器),但最终推动了生产力爆炸。从蒸汽到电力,再到铁路、汽车、飞机,这些创新创造了新产业、新职位(如工程师、飞行员),整体提升了人类福祉。历史数据显示,技术革命虽延迟显现效益(如蒸汽机需数十年才显著提升生产力),但总带来净正面:例如,数字革命(计算机、互联网)初期也担忧失业,却创造了软件开发、电商等百万职位。 当前AI发展(如代理工具、生成模型)正重演这一模式:2025-2026年已见生产力提升,创业门槛降低(AI工具让启动成本降70-80%),新企业涌现,新的职位也会诞生。而且让个体的能力和效率得到了极大地提升和扩展。 3、AI对就业岗位的冲击,本质是对人类生产属性的挤压。人类需要对自己的功能再定位,当人不主要负责生产甚至不需要生产时,“有用”将变得廉价,人类的稀缺性将转向有趣:生产属性压缩 → 分配结构重构 → 消费属性释放 →人类价值重估。 如果人类劳动时间下降,空闲时间上升,人们会把时间投入到娱乐、消费、内容、游戏、购物等领域。AI不会把所有摩擦和消费都替代掉,否则人类就会“变成植物人”。这里的逻辑是:时间是会被重新分配的,而不是被消灭的。劳动者从重复任务转向高价值活动(如创意或监督AI) 这不是末日,而是重构的过渡期和阵痛期。 4、AI带来生产力和生产效率的极大提升,人类很有可能进入充裕时代。生产力大幅度提升带来的通缩(价格下降)实际上提升购买力,让消费者更富裕。Citrini提到的中介崩塌,实则是资金从中介(rent-seekers)转移到终端用户,推动新消费循环。例如,房地产佣金从2.5-3%降至1%以下,不是破坏市场,而是让卖家净收入增加,买家节省用于装修或家具等新支出。类似地,DoorDash费率下降受益于餐厅、司机和消费者,交易量激增(如Mastercard案例:费率降但收入最终创新高)。历史证明,技术通缩(如计算机革命)总是带来增长,而非崩溃 5、生产力决定生产关系,AI的快速发展,一定会带来整个社会制度、治理结构的变化。这些变化进而导致出现新的分配制度。有潜力推动社会向挪威(以主权财富基金为基础的福利国家)和沙特(资源租金分配模式)式的分配主义制度转型。政府可以通过宏观政策进行对冲,比如财政转移支付、福利体系强化等。 6、当然不是说前方全是坦途,巨大的阵痛期不可避免。前方有坦途,但必须穿越荆棘,这是清醒的现实主义。我们看到最终长期丰裕,但历史也都反复证明,转型过程充满痛苦、颠覆和不平等放大。不能因为“最终繁荣”而忽略短期/中期代价。 生产力提升收益先流向资本和高技能者(科技巨头、AI专家),导致“伟大脱钩”(great decoupling):工资停滞、生产力暴涨。低技能/中技能工人受冲击最大,收入差距拉大,也已引发社会不满和动荡。 也就是倒逼了第5点说到的,政府在政策上必然会做出调整。大规模再培训、失业保险扩展、AI税收资助UBI或主权政策,如挪威主权基金模式。
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