News Goals of 'Made in China 2025' Are Unachievable: Tsinghua Professor

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bit_user

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It's nice to see some hard data behind his claims, but did anyone realistically think otherwise?

Even when we first heard about "Made in China 2025", it seemed unattainable. At the time, I figured they must be aware of that, but decided to set a lofty goal anyway, perhaps for inspirational reasons ...or maybe pride?
 

pug_s

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Anton is wrong about "Made in China 2025" policy is and it is not all about semiconductors. Go to the wikipedia page it also mentions about IT, Robotics, Green Energy and Green Vechicles, Aerospace, high tech ships, railway equiopment, power equipment, new materials, medicines, and argiculture. Almost all of them they made much more headways than in semiconductors. Despite not reaching the 70% in 2025, 13% in 2013 to 41% in 2022 is considered significant, no?
 
Jul 7, 2022
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Anton is wrong about "Made in China 2025" policy is and it is not all about semiconductors. Go to the wikipedia page it also mentions about IT, Robotics, Green Energy and Green Vechicles, Aerospace, high tech ships, railway equiopment, power equipment, new materials, medicines, and argiculture. Almost all of them they made much more headways than in semiconductors. Despite not reaching the 70% in 2025, 13% in 2013 to 41% in 2022 is considered significant, no?
Yes and no, Chinese companies conducting business in market sectors affected by CCP 5 year plans have always benefitted from heavy government subsidies, now that western nations are beginning to subsidize their equivalent market segments, we are seeing a more level “input” playing field where western companies achieve more efficient “output” CAGR than Chinese companies. Some might say the de-centralized economic style of western nations plays a beneficial role in this vs the centralized economic style of China. However this is just speculation on my part. It would be interesting to do a deeper dive in this topic.
 
Jun 3, 2023
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Anton is wrong about "Made in China 2025" policy is and it is not all about semiconductors. Go to the wikipedia page it also mentions about IT, Robotics, Green Energy and Green Vechicles, Aerospace, high tech ships, railway equiopment, power equipment, new materials, medicines, and argiculture. Almost all of them they made much more headways than in semiconductors. Despite not reaching the 70% in 2025, 13% in 2013 to 41% in 2022 is considered significant, no?
No. Acceptable, if anything.
 

pug_s

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Yes and no, Chinese companies conducting business in market sectors affected by CCP 5 year plans have always benefitted from heavy government subsidies, now that western nations are beginning to subsidize their equivalent market segments, we are seeing a more level “input” playing field where western companies achieve more efficient “output” CAGR than Chinese companies. Some might say the de-centralized economic style of western nations plays a beneficial role in this vs the centralized economic style of China. However this is just speculation on my part. It would be interesting to do a deeper dive in this topic.
The whole point of government subsidies is to help spur growth in a particular sector. This is what many countries do and not just in China. A success story as the result of this Made in 2025 policy is its EV vechicles. In the first few years the government has been subsitizing the Chinese car makers and couldn't compete of the likes of Tesla. Now the Chinese government has eliminated those subsitidies and is extremely competitive despite not having it.
 
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The whole point of government subsidies is to help spur growth in a particular sector. This is what many countries do and not just in China. A success story as the result of this Made in 2025 policy is its EV vechicles. In the first few years the government has been subsitizing the Chinese car makers and couldn't compete of the likes of Tesla. Now the Chinese government has eliminated those subsitidies and is extremely competitive despite not having it.

The Chinese EV industry is rittled with market and investor manipulation so not a strong rebuttal. This tactic has been seen in many sectors, the most notorious is the bike-sharing market where dozens of startups manufactured hundreds of thousands of bikes to gain government subsidies then the owners running away with the money. The density of bikes on the streets became so bad that now almost every city in China has a bike-sharing graveyard.

Not to mention the hundreds of cases where their EV’s seemingly ignite into fireballs.
 
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pug_s

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The Chinese EV industry is rittled with market and investor manipulation so not a strong rebuttal. This tactic has been seen in many sectors, the most notorious is the bike-sharing market where dozens of startups manufactured hundreds of thousands of bikes to gain government subsidies then the owners running away with the money. The density of bikes on the streets became so bad that now almost every city in China has a bike-sharing graveyard.

Not to mention the hundreds of cases where their EV’s seemingly ignite into fireballs.
Lol, you quoted an article from Serpentza and Hindustantimes which are biggest producers of anti-China fake news propaganda. As for bikes, the government ended subsidies a long time ago and not even listed in Made in China 2025 campagain.
 
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Lol, you quoted an article from Serpentza and Hindustantimes which are biggest producers of anti-China fake news propaganda. As for bikes, the government ended subsidies a long time ago and not even listed in Made in China 2025 campagain.
Pictures and videos of the mass Chinese EV graveyards don’t lie. I didn’t quote the article or serpentza, the pictures were the point. And the bikes comparison was used to point out the trend with Chinese companies to overproduce in order to manipulate the government subsidies market and private investments.
 
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