Author: Neumann

This year's Spring Festival, everywhere is the "year of the dog" Wang Wangwang, but also the Pyeongchang Winter Olympics to add color to the most important and grandest holiday life of the year. Speaking of it, if you have skied or skated a little, you will be interested in many of the projects in the Winter Olympics. I was warmly invited by local friends to play curling and hockey games during my time in North America. I have a little understanding of the culture and spirit of these sports: one is fine and soothing, one is Inadvertently, all are lost; one is sturdy and fast, representing the coziness and blood of life - and this seems to be the two states of life.

With this little touch, when I see these sports on TV, I won’t switch off immediately, but I will see some meanings and feelings, and even have some memories of those friends, even though Facebook and whatsaPP And Twitter will make everyone's world a reality. The Internet does deconstruct our emotions and psychology. It even makes us live at the bottom of the mind, innate, and different from other primates. And it is out of date.

It is said that the Pyeongchang Winter Olympics was criticized by many people for refereeing problems, and many people were angry. In fact, many people may be very angry now, probably the so-called giant baby psychology. This not only reminds me of the World Cup that Japan and South Korea co-hosted, but Korea seemed to be the fourth. This has made many people unable to stand up, out of anger, what kind of referee issues and other conspiracy theories are prevalent, and want to argue that South Korea does not match the fourth place. At that time, I was ignorantly arguing at the then unnamed forum of Peking University that if I really care about the national football, only the better the Korean and Japanese rankings, the Chinese football can find the basis and hope for development, because everyone is the same, and the Brazilian German monopoly wins. It can only make us more desperate, because the race is not the same. It is very interesting that a few people support this view or silence after listening, and many people are still angry and almost slandered me.

On the evening of February 20th, in the Pyeongchang, South Korea, the women’s 3,000-meter long-distance speed skating competition ended in the finals of the Winter Olympics. In the finals, the controversial penalty was reappeared. The Chinese team and the Canadian team were disqualified for fouls.

In fact, the charm of sports competition lies in its uncertainty. The referee is part of the game; even if it is a step back, it is really a problem with the referee or the athlete actually took the foul as the god of the ball king Maradona. Hand, that is also the result of the game. According to the current popular saying, the consensus under the circumstances is to be respected. Unless you have a mechanism to change the outcome of the game, just like the last time the US Olympics sprint replay, what we need to do is to accept the results of the game and make the best and best efforts to the results that benefit us. If it is just anger, then it is a gluttony that replaces the sense of happiness in sports. It is the psychological gap caused by the excessive sense of substitution that leads to pain. This is very unworthy. It is as if you are pinning your patriotic sentiments on the 11 national football players. You are pinning your emotions on a certain Winter Olympics athlete who wins a gold medal. It also has a lot of risk exposure, which is very irrational.

Having said that, what is the relationship between this Winter Olympics and the Northeast?

The basic facts that have been neglected: Most of the athletes of the Winter Olympics national team are Northeasters.

A subtle but important element in the Winter Olympics may be overlooked by many people. That is, despite the "300 million people on the ice" initiative, the 82 national team members account for a large proportion of the Northeast, the Northeast has been The main force of China's ice and snow sports, the northeastern three provinces native players basically monopolize the winter Olympics list.

Wu Dajing

Needless to say, Heijioliao certainly has the best ice and snow sports venue resources in China. The three provinces together sent 39 elite athletes to the Chinese delegation, accounting for nearly half of the total number of athletes in the delegation. Among them, Heilongjiang is the most: in this northeastern province of China with typical economic problems, a total of 37 athletes played for the national team; and, in addition to biathlon and snowmobiles, every winter project has athletes from Heilongjiang. From the perspective of the city, it is the largest provincial capital, Harbin, contributing about 20 ice and snow athletes. A city accounts for almost a quarter of the country. In addition, there are 12 athletes from Jilin Province and 7 athletes from Liaoning. The three provincial administrative divisions rank second and fourth, forming the largest source of ice and snow athletes in China.

According to the logic of attaching importance to medals, the contribution of the three provinces of Heilongjiang is indelible. At this time, we will suddenly find that the Northeast is still very valuable, and the Northeast is still very cute - although it is a bit utilitarian, but if you are honest, this is the logic of the basic facts.

However, this contribution of the Northeast in the Winter Olympics is in stark contrast to its bleak economic situation and investment reputation. The economic growth rate is lagging behind, and even dragging the growth of the national economy, "investment is not Shanhaiguan" Word of mouth, coupled with the recent snow-town incident of famous entrepreneurs and economists on the Internet, has become a negative asset of the national economy and the investment community has evaded it. In this case, a reasonable question will arise in the minds of mentally sound people: if they bring us happiness and honor, what should they get? Is our cognitive framework for Northeast economic issues scientific and healthy? What are the comparative advantages of Northeast China?

Second, look at the developed economies north of 40 degrees north latitude: why climate determinism is ridiculous

There are many sayings about the Northeast economy going to this field today. One of the typical ones is also recognized by many people. The northeast is too cold, which is not conducive to the development of the economy, so people have gone to the south. There may be some geography here.

On the earth, the northeast is probably north of 40 degrees northeast, and these areas are indeed much colder in the winter than in the south. Let us look at the cities of the same latitude that are closer to the climatic conditions in the Northeast.

International cities between 40 and 45 degrees north latitude are:

Philadelphia (40.0094°N); New York (40°39′51′′N); Salt Lake City (40°45′0′′N); Chicago (41.8376°N); Boston (42.3320°N); Detroit (42.3830°N) Buffalo (42°54'17"N); Madison (Wisconsin) (43°4'N); Toronto (43°42'59.72"N); Minneapolis (44°59'N) Madrid (40°23'N); Naples (40°50′00′′N); Istanbul (41°00′49′′N); Barcelona (41°23′N); Rome (41°54′N); Marseille (43°17'47′′N); Florence (43°47′N); Bologna (44°30′N); Sapporo (43°4′N). China is Datong (40°05′00′′) N); Baotou (40°39'N); Hohhot (40°49'N); Anshan (41°07'N); Shenyang (41°44'N); Fushun (41°52'N); Ulu Much (43°49′30′′N); Jilin City (43°52′N); Changchun (43°54′N);

International cities between 45 and 50 degrees north latitude are:

Ottawa (45°25'15′′N); Montreal (45°31′N); Seattle (47.6205°N); Vancouver (49°15′N); Turin (45°04′N); Milan (45°) 27'51"N); Lyon (45°45'35"N); Budapest (47°28'19"N); Munich (48°8'0"N); Vienna (48°12'30"N) Stuttgart (48°46'43′′N); Paris (48°51′24′′N); Harbin (45°45′N);

International cities between 50 degrees and 55 degrees north latitude are:

Prague (50°05'N); Frankfurt (50°6'42"N); Brussels (50°51'0"N); Cologne (50°57'N); Dresden (51°2'0) "N"; Düsseldorf (51°13'N); Antwerp (51°13′0′′N); Leipzig (51°20′0′′N); Bristol (51°27′N) London (51°30′26′′N); Dortmund (51°31′N); Rotterdam (51°55′18′′N); Warsaw (52°13′48′′N); Hanover (52°22′N) ); Amsterdam (52°22'23′′N); Birmingham (UK) (52.4796°N); Berlin (52°30′2′′N); Dublin (53°20′52′′N); Liverpool (53°24) 'N); Manchester (53°28'N); Hamburg (53°33'55′′N);

International cities between 55 and 65 degrees north latitude:

Copenhagen (55°40′34′′N); Moscow (55°45′N); Edinburgh (55°57′11′′N); Gothenburg (57°42′N); Stockholm (59°19′46′′N) ; St. Petersburg (59°57'N); Helsinki (60°10'15′′N);

Obviously, some of these international cities are even colder than the Northeast, but they are obviously more famous and confident than the Northeast cities. According to the logic of the climate, the global economic center should be in Africa, because the climate is the warmest. Some people even say that many Ivy League universities in the world are in the area north of 40 degrees north latitude. This is also a basic fact, so the temperature is lower or even a climate advantage. In this way, the cold climate should not be the cause of the economic downturn in the Northeast.

▌三, 知羞后勇与冰雪风骨: Northeast Winter Olympics Opportunity

If you have experienced snow and ice, you will find its charm - ice and snow sports may be the most advanced form of leisure for human beings. Its leisure activities with the sun and the beach are completely two realms, and the snow and ice sports are more "fathers". Because it relies on challenging natural conditions, the movement itself is also very challenging, and it has great social value for cultivating people's willpower that is not afraid of hardship and aggressiveness. Moreover, the economic driving force of ice and snow appliances should not be underestimated. In North America and even the very mainstream sports consumption field, the driving effect on technology and industry is very obvious.

It can be seen that as the main battlefield of the ice and snow sports, the Northeasters do not have to be discouraged and arrogant, and they should not be troubled by external noise. The so-called sings of the forest and the sound of the leaves, to be shameful, to restore morale, to create the ice and snow of the Northeast. In fact, this is also the reason why the economy is not the model of the big snow and ice sports countries such as Norway, Sweden and other countries who are confident, sunny and even proud. They have their own ice and snow, and there is a kind of ranking for the ice and snow sports. Conceit and pride. In fact, people live a breath, under this state of mind, they will inevitably be respected by economically developed countries such as the United States, Britain, and Japan.

On February 10th, local time, the winner of the Swedish player Charlotte Kara (middle), the runner-up Norwegian player Marit Bjøggen (left) and the runner-up Finland Krista Palmakoski at the award ceremony Take a photo

The external portrayal of the image of the Northeast is a state that is influenced by a certain culture. From the perspective of history and reality, the Northeast people should generally be a very aggressive and tense group. It is worth reminding that the Northeasters should not give the image of a "false mother" who can do live broadcasts and perform small pieces. Instead, they should be the original source of Qingyuan, and show their heroic and dry spirits in Linhai Xueyuan. This is the key to the revitalization of the Northeast.

Now I am talking about the transformation of the kinetic energy of the Northeast economy. To change gears, in fact, "the result is that you want to learn poetry and work outside the poem." That is to say, we cannot talk about the economy on the economy. The economy is only a means, not an end, or the economy is not so important. If you don’t believe that people in the circle of friends will be in Beijing, they will worry that the GDP growth rate will be lower than 6.9?

▌4, bowing and archery: the valuation logic of “Northland scenery”

Pulling so much, it seems to be hot. However, investment is to use a calm mind to serve the enthusiasm, capital is still not willing to cross the Shanhaiguan how to do? In fact, the story of Shang Yang's reform has already explained how to rebuild the truth of trust. Compared with the relevant departments, it is really a vegetarian meal.

From the perspective of the capital market, the northeast plate is almost completely wiped out by the whole army, and several of them have even become alternatives to the "Northern Scenery" on the market. For example, the scallop story of Zhangzidao (SZ2069), which has not been warmed up, such as the first delisting Xintai Electric (SZ300372), such as Huishan Dairy (HK06863), which has set off the Xuanran wave, is such a species.

Mr. Gron had hoped and spurred to write the heroic words of "the necessary Kanto", which may be the most positive gesture of the capital market to the Northeast. However, after watching it, it is still unsatisfactory. It should be a disappointment to Gloron’s ardent hope.

Nowadays, management has stated that the registration system will be postponed for two years. From the expected results, this may be the last chance for those low-cap companies, and of course, the opportunity for listed companies in the Northeast, otherwise it is really like "hate" economists said, "the ice cream is going to be." The opportunity to bend the bow to shoot the big eagle came: the northeast valuation is already a trough, and the developed economies of the same latitude have a parity effect. At the very least, there should be a listed company with a snow theme. It is said that the 4 trillion Tencent has cast an offline step by step (SZ002251), showing its desire for offline scenes. Compared with the monotonous climate in the south, the scenery of thousands of miles of ice and snow drifting is good, so it is not a world where capital is hiring!

Of course, if the local is still the "bear-like" in the past, then don't bend the bow and shoot the big eagle, and bend the bow to shoot the "scorpion".

▌ Five, the meaning of context conversion: Do not regard the means as a purpose

On November 25, 2014, when Pope Francis was speaking in the European Parliament, he described the European continent as "old and sturdy" and warned members of the European Parliament "Do not build Europe around the economy, but around the sacredness of human beings." In fact, he may be emphasizing not to use means as an end, but the sanctity of man is the purpose. Furthermore, human happiness and happiness are the purpose, not the economy. Therefore, the happiness index of people in the Nordic countries that are still northerly and colder than the northeast is much higher.

What implications does this have for the Northeast? In fact, it is the logic of "working outside the poem": If economic activities are directed at people's happiness and happiness, they must be healthy and active, rather than a sporty target that targets economic indicators. operating. The spirit of human beings has been born, and the development of science and technology and economy should be the meaning of the title. Therefore, it is not necessary to attract investment in a big way. As long as the local environment is created to form a value, capital will naturally flow in.

By the way, the four-year Winter Olympics is the Beijing Winter Olympics. What should be done in the three northeastern provinces? We know that we have nothing to say. It is best not to say anything. Otherwise, some people may be angry again, so they can only help here.

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