[Qin Peng Live]Yoshihide Suga stepped down from the “Olympic Curse” and took off again? | Lei Jun | Xiaomi Stocks

Lei Jun throws 300 million shares of Xiaomi stock?Investors fry the pan, the opposite is true

Iris: Lei Jun, the founder of the mainland mobile phone giant Xiaomi, has become a hot topic on the Internet today.

Qin Peng: In recent months, the top Chinese figures, especially the bosses of innovative technology companies, have focused attention on almost every big move by the media and netizens. Everyone wants to see what information is revealed here.

Iris: Yeah. The founder of Xiaomi, known as the heir to Jobs, has also become one of the focal points in this wave of purging Internet companies. A few days ago, Xiaomi announced an investment of 10 billion yuan to build a car, which seemed to calm the market sentiment. However, on the afternoon of September 3, on Sina Weibo, #雷军Sales more than 300 million shares of Xiaomi stock# suddenly rushed to the hot search, arousing huge attention.

According to the information, according to documents disclosed by the Hong Kong Stock Exchange: On August 31, the founder of Xiaomi Group Lei Jun sold more than 300 million shares of Xiaomi; the long position in Xiaomi dropped from 10.63% to 9.12%. Based on the closing price of Xiaomi’s 25 Hong Kong dollars on the 31st, Lei Jun sold 300 million shares of Xiaomi stock for about 7.5 billion Hong Kong dollars.

Qin Peng: This amount of money is really a lot, and it has aroused heated discussions. Netizens are a bit fried.

Generally speaking, the major shareholders of the company sold on a large scale. It is easy to recall that this is a problem with the company. Some people may also think of a recent hot internal analysis of China Merchants Bank: How do the rich in China view the rich people mentioned in Common Wealth. Of course, some netizens may remember that Lei Jun wants to raise funds for Xiaomi cars to build cars?

Iris: In short, this announcement from the Hong Kong Stock Exchange really disturbed Chinese netizens, especially Xiaomi shareholders. However, a few hours later, Wang Hua, the general manager of the public relations department of Xiaomi Group, made it through Weibo. In response, he said, “Lei Jun’s no longer controlling the Lei Jun Foundation led to a reduction in the statistical share, not a reduction in holdings. This foundation is a public charity, and Lei Jun terminated its control of the foundation in accordance with local regulations in Hong Kong.”

Lei Jun donated money to charity fund is also spending money to eliminate disasters

He forwarded a previous announcement from Xiaomi, which stated that the chairman of Xiaomi Group Lei Jun will donate a total of approximately 616 million Class B shares to the Xiaomi Foundation and Lei Jun Foundation, and the money will be used for public welfare projects. At present, this donation has been completed.

Qin Peng: In other words, the reason for the reduction is not because of selling, but because these foundations are charitable organizations of a public nature. According to local regulations in Hong Kong, foundations are subject to Hong Kong tax laws and can only be used for charitable purposes. This led to the previous donation to be deducted from the shares held by Lei Jun.

Iris: It turned out to be a big oolong incident. I believe investors are somewhat relieved. However, this news actually reminds the outside world of the original intention when Lei Jun donated these stocks. According to the stock price at the time, the value of these stocks exceeded US$2.2 billion. Spending money to eliminate disasters, fearing being rectified by the CCP authorities.

Because, at that time, Lei Jun’s donation was another case of a huge donation by a Chinese technology giant when the CCP strengthened the supervision and rectification of the technology industry. Before Lei Jun’s donation, some Chinese Internet giants had done similar behaviors. ByteDance founder Zhang Yiming donated about 77 million US dollars to his hometown to establish an education development fund; or Meituan founder Wang Xing also donated more than 2 billion US dollars of shares to his charitable foundation.

Technology companies throw money to participate in “sports”

Qin Peng: Yes. Later, we saw many technology companies throwing money to join the Chinese Communist Party’s New Deal. On August 18, Tencent announced an investment of 50 billion yuan to launch the “Special Project for Common Wealth.” Prior to this, in April this year, Tencent donated 50 billion yuan for the “sustainable social value innovation” strategy. On September 2, Alibaba also announced that by 2025, it would invest 100 billion yuan to help common prosperity.

Iris: So, now, when I see the Xiaomi Group come out to explain this oolong incident, I feel inexplicably sad, because the current behavior of these rich people must have too much helplessness and fear of the authorities.

Qin Peng: The voice of “movement” seems to resound over the land of China. In China, it is really not easy to be a company, especially a high-tech company. Not only do you have to be busy with technological innovation, business operation, and customer satisfaction, but also to prevent the government from looking over it from time to time. In addition, you must worry about The CCP’s external expansion, requiring companies to help collect information on overseas customers, was suppressed by the United States.

Iris: Yes, in the first half of this year, Xiaomi also experienced such a roller coaster moment of shock:

On January 14, the U.S. Department of Defense identified 9 Chinese companies including Xiaomi, Luokung Technologies, and COMAC as enterprises related to the CCP’s military in accordance with the Trump (Trump) administration’s decision, and listed them List of restrictions on U.S. investment. After the incident, Xiaomi immediately filed a lawsuit, calling the US government’s actions “illegal and unconstitutional” and denying any connection with the Chinese military. In March, a US federal judge temporarily blocked the enforcement of the restriction against Xiaomi. On May 11, according to a document submitted to the US court, the US Department of Defense agreed to remove Xiaomi from the blacklist.

Qin Peng: Xiaomi is not a pure mobile phone manufacturer. It also has its own customized version of the Android system. There are also many apps developed by itself. Next, if the CCP oppresses them to cooperate with the authorities’ external expansion, Xiaomi will still be frightened.

Iris: So, we still wish Rebs to be careful, hope him Are you OK?

Japanese Prime Minister Yoshihide Suga resigns as leader-designate to be tough on the CCP

Iris: Next, we will focus on another important news in the international community today. Japanese Prime Minister Yoshihide Suga suddenly threw a shock bomb at the Liberal Democratic Party’s temporary meeting today (September 3), stating that he had no intention of running for the Liberal Democratic Party presidential election on September 29. This means that Yoshihide Suga will be at the end of September. After the expiration of his term, he will leave the post of Prime Minister.

Qin Peng: And on the same day that Yoshihide Suga announced his abandonment of the election, the current hot candidate Fumio Kishida gave a high-profile interview to Bloomberg, saying that after the CCP’s suppression of Hong Kong, the Taiwan Strait may be the next “major diplomatic issue.” This also allows the outside world to focus on Japan’s next policy toward China and whether it will join the United States to help defend Taiwan.

Iris: I am looking for this “potential stock” in Japanese politics and is currently the only candidate who has officially announced his candidacy.

Of course, let’s first turn our attention back to Yoshihide Suga, who “comes and goes in a hurry” like a revolving lantern.

Yoshihide Suga stated that the reason he did not want to participate in the election was because he wanted to concentrate on epidemic prevention measures.

And we know that since the Tokyo Olympics, the epidemic in Japan has been out of control for a while, and the people are also dissatisfied with the government’s insufficient economic support. Japanese media polls show that Yoshihide Suga’s approval rate has fallen below 30% from 60% at the beginning, and he has entered “dangerous waters.”

Qin Peng: Some analysts also said that the Liberal Democratic Party also believed that he could not lead the Liberal Democratic Party in the October congressional election, and Yoshihide Suga had to give up his hope of re-election.

Japan’s “Olympic Curse” has worked again and again

However, regardless of the reason, what we have seen is that Japan’s “Olympic spell” has been efficacious again and again, with unsuccessful attempts.

Iris: What is the “Olympic Curse”? This term was invented by the Japanese media themselves, because the outside world discovered that the Prime Minister of Japan would change in the year that the Olympics were held, and it had been three times before.

Japan’s first Olympics was the Tokyo Olympics in October 1964, and the day after the closing ceremony, then Prime Minister Yuto Ikeda announced his step down due to cancer. After Ikeda, the next prime minister was Sato Eisaku, who also ended his ruling five months after hosting the Sapporo Winter Olympics in 1972. In February 1998, when the Nagano Winter Olympics were held, then Prime Minister Ryutaro Hashimoto was defeated in the election in July of the same year, and as a result, he had to step down.

Qin Peng: Actually more than three times. Had it not been delayed because of the epidemic, Abe’s resignation would have just hit the Winter Olympics that should be held in 2020.

Iris: Now it seems that not only Abe failed to escape this “Olympic curse”, but Yoshihide Suga was also “unfortunately hit”.

Qin Peng: This is also reminiscent of a sentence that became popular on the Internet many years ago. In December 2012, the Chinese website of the Japanese media “Asahi Shimbun” posted a Weibo, “We (yòu) double (shuāng) 叒 (ruò) 叕 (zhuó) are about to change prime minister.” The key to this sentence is the character “you”. The four Chinese characters are separated into 10 “you” characters, which are used to reflect the frequent change of prime minister in Japan. Now these few “you” characters, I don’t know if they are enough.

Iris: Yes, the Prime Minister of Japan changed his portrait. But will Suga Yoshihide’s rapid resignation also cause concern for the United States? We know that as soon as Biden came to power, the first foreign leader he received at the White House was Yoshihide Suga. This shows the determination of the United States to win over Japan and fight the CCP in the Indo-Pacific region. And if Japan really falls into the unstable state of “the prime minister changes every year,” will it cause Japan’s foreign policy, especially its China policy, to be difficult to unify and sustain? Teacher Qin Peng, what do you think.

Being tough on the CCP has become the consensus of the Japanese government and opposition

Especially today, the “Wall Street Journal” warned that “one of the most important allies of the United States is falling into a state of political instability.” Will the rotation of the Japanese prime minister bring variables to the cooperation between the United States and Japan, especially in cooperation to check and balance the CCP?

Qin Peng: I personally think that there will be no big changes in this area. Because the Japanese government was relatively weak to the CCP before, businessmen and politicians are more concerned about doing business with China, the largest trading partner, and do not want to offend the CCP. However, starting with Shinzo Abe, he awakened Japan, which is very similar to the United States, and Trump was in this state before.

Now, it has become the consensus of the Japanese government and opposition to be tough on the CCP. The main major event is that the CCP has increased its pressure on the East China Sea and the Taiwan Strait. The pandemic and its aggressive intentions against Taiwan have become more and more obvious. This is a necessity for Japan to protect its own interests.

Of course, the wake of Japan has something to do with the CCP. The CCP’s warships and aircraft carriers have crossed the Miyako Strait in southern Japan on many occasions, and clashed with Japan in the East China Sea. According to Jin Canrong, this was to prevent Japan from rescuing Taiwan, so it was necessary to encircle Wei and rescue Zhao and frighten Japan first. This has irked Japan instead.

Iris: There seems to be a problem with Jin Guoshi’s history. The strategy of encircling Wei and saving Zhao is really not used in this way.

Kishida Fumio: Tension in the Taiwan Strait will also have a huge impact on Japan

We see that the only person who has officially announced his candidacy is the former Foreign Minister Fumio Kishida, who is very optimistic. He announced his race for the prime minister this week and was interviewed by Bloomberg News on the 3rd (today).

He clearly pointed out that with the increasing power of authoritarian countries, Japan should seek cooperation with Taiwan and other countries that share the same values ​​of freedom, democracy, and the rule of law as Japan. “Taiwan is at the front line of the confrontation between the United States and China. Given the situation, I strongly feel that the Taiwan Strait will be the next major issue.”

This seems to correspond exactly to what you just mentioned. The CCP’s repression of Hong Kong and Xinjiang directly threatens Taiwan, which has a cold lips and teeth, and also makes Japan, which values ​​its relations with Taiwan, highly vigilant.

Qin Peng: Yes. Japanese Defense Minister Nobuo Kishi told Bloomberg in June that Taiwan’s security issues are closely related to Japan’s security. Deputy Prime Minister Taro Aso also said in July that if the Taiwan Strait issue turns into a major crisis, Japan should defend Taiwan together.

Iris: And Fumio Kishida was also asked during the interview how Japan will respond if an emergency occurs in Taiwan. Kishida briefly stated that Japan will “act in accordance with the law,” but he also reiterated that tensions in the Taiwan Strait will also have a huge impact on Japan. He emphasized that Japan’s defense budget may continue to increase to strengthen its response to regional threats, including North Korea.

Qin Peng: In fact, what he meant should also be “including the CCP”, but he is the Minister of Foreign Affairs and prefers diplomatic rhetoric, so he still has room to speak.

Kishida is regarded as a “dove” within the party

Iris: We know that Kishida has always been seen as being less tough on the CCP than others in the Liberal Democratic Party, but he stated in a policy document this year that Japan needs to project power to China to stop Beijing’s aggression. He said Japan should acquire missiles to enable them to destroy their missile launch sites before the enemy attacks Japan. This position also makes him more likely to win the support of former Prime Minister Shinzo Abe and other major conservatives in the party.

Qin Peng: Yes, “Bloomberg” also mentioned that Kishida itself is regarded as a “dove” within the party, and the Liberal Democratic Party has always been more pro-China. However, this time Kishida emphasized that the policy of the faction will be adjusted according to the current diplomatic situation and must adapt to the new reality. He said, “The current situation has undergone major changes. China has changed and has a greater sense of existence in the international community. And I have a lot of concerns about China’s authoritarian attitude.”

This is what we are talking about. Under the persecution of the CCP, Japan’s attitude towards the CCP has changed. Kishida also has to fight for those hardline supporters.

Of course, our old audience knows why Japan should be so wary of the CCP? Why is it necessary to help defend Taiwan? Is it to interfere in China’s internal affairs, as the CCP said? We have talked about it many times: The CCP makes its own way and restrains itself.

Iris: Exactly. The Chinese Communist Party responded: We solemnly urge relevant Japanese people not to interfere in China’s internal affairs in any form, and not to send wrong signals to the “Taiwan independence” forces in any form.

Qin Peng: This is not the same thing as the Chinese Communist Party’s claim that Japan interferes in China’s internal affairs. This is because once the CCP contains the Taiwan Strait, it will definitely strengthen its attack on Japan. In the past two years, apart from confronting Japan on the Diaoyu Islands, the CCP has issued a maritime police law that threatens to shoot, and has repeatedly crossed the Miyako Strait, threatening Japan.

In addition to the so-called reunification, the CCP’s occupation of Taiwan has another purpose: to dominate the world, that is, to penetrate the first island chain. There are only two big straits that can travel, one is the Miyako Strait and the other is the Bashi Strait. The Liaoning traverses the Miyako Strait. Why is Japan so angry? Because it is equivalent to opening the back door of Tokyo.

Iris: And the relationship between the United States and Japan…

The person who will be the new prime minister of Japan has an important responsibility not only to deal with the threat from the CCP, but also to participate in the meeting of leaders of the United States, Japan, India and Australia in the fall soon. This group, known as the “four countries”, is linked by concerns about China and has strengthened military coordination. Japanese leaders will also participate in the summit of democratic nations that Mr. Biden plans to hold in December.

Lithuanian ambassador leaves China and the EU envoys to China see off

Iris: Next, we also want to briefly talk about Lithuania. Today, its ambassador to China has left China, and the envoys of the European Union to China are dedicated to the embassy as the ambassador Diana Mickevičienė (Diana Mickevičienė) Seeing off, and taking a photo with her to show our solidarity.

On September 3, Tim Harrington, the deputy head of the EU delegation to China, posted a photo of the EU’s multi-country envoys to China with Diana Mikvician on Twitter, expressing to her the support and solidarity of all countries in Lithuania Meaning. He Yunteng said: “I hope she can return as soon as possible.”

Qin Peng: Lithuania, a small country with a population of less than 3 million, has become a hero of the world‘s attention in recent months and has also become familiar to Chinese netizens. We also introduced in many previous programs because they dared to confront the CCP, not only withdrew and agreed to the CCP’s 17+1 mechanism in Central and Eastern Europe, but for the first time Taiwan’s local representative office wrote “Taiwan Representative Office”. This made the CCP very annoyed, so after the coercion behind it was invalid, it announced the withdrawal of the CCP’s ambassador to Lithuania, and Lithuania also recalled its own country. I wish Beijing’s ambassador.

Iris: It should be said that this is a major failure of the CCP. However, today, I saw some netizens on Weibo scolding Sina scum. It’s really interesting.

Qin Peng: Why do you scold Sina?

Iris: Tell me about this story. What do you think of this…

Production Team of “Qin Peng Live”

Editor in charge: Li Hao #