Wednesday, February 04, 2009

民工歸田概念股

孫柏文睇某美帝大報,發覺佢哋呢排寫關於大陸經濟嘅題材,基本上就係溫總應該會歸類為「唱衰中國」嘅稿。佢哋特別鍾意講啲關於民工回鄉後,返唔到沿岸工廠再搵工做嘅故事。

有次,佢就寫話當好多千萬民工「失業」時,就會爆發社會暴亂,中央官員驚亂,所以係都要「保八」。

開發內陸好時機

睇完忍唔住覆佢,我話沿岸工廠冇工,令民工回鄉邊歸田,就咁一刀切話佢哋「失業」,實在太低估班民工。今次,其實係大陸開發內陸嘅大好時機。

民工,當年離鄉別井、千里迢迢去打工,證明錢雖然冇,不過膽識過人、心中有團火。一班咁嘅人,呢幾年喺沿岸地區打工,希望不但儲咗少少錢,仲要呢幾年有擘大隻眼、小心聆聽,同問咗啲啱嘅問題。

佢哋呢幾年嚟,如果醒目,係會吸收咗好多營商知識,眼界大開。

會似港人富起來

當突然間,佢哋大規模歸田,呢班心中有團火、手上有啲資金、眼界被擴闊咗嘅人,你覺得會甘心失業、無所事事咩?

我呢個民工歸田搞活內陸概念,你唔會喺啲官員、專家、分析師口中聽到,因為唔似啲大興土木投資,冇數據可被測。唯一會信呢個概念就係你,香港人。因為當年我哋就係咁樣富起來。

咁有冇概念股?有,聯想(992)。點解?自己諗諗。

13 comments:

  1. 如果根據你的思路,班開左眼界既民工會心郁郁想自己搞檔生意,佢地需要一部電腦既協助,因此聯想受惠

    淨係得部電腦都唔夠,要有一個交易既platform先得...

    咁樣,下一隻概念股應該係阿里巴巴

    你同意嗎?

    ReplyDelete
  2. 有電腦就一定要有線上網,咁係咪買中電訊好o的? 由始至終,電訊商既利潤點都大過硬件商.

    再講,硬件商既競爭對手 (土炮、進口貨、砌機....),點都多過電訊商 (淨係得得兩三間土炮....)!!

    ReplyDelete
  3. 你估個班地方領導咁順灘??

    耕田又要什麼什麼費用,不紡睇"神州穿梭"

    又有限制交付指定人仕,又壓價.

    所以一路走來沿海省份打工,你估佢地好自在,路出來找工作前,通常响車站掛牌"找工作"露宿",你睇下我地年青人,辛苦点話耕田,又多多事實,香港未來??

    咩... 咩... 咩...

    ReplyDelete
  4. 若果"ICAC"可以上市,發...

    淨捉所謂貪官,有市場....

    ReplyDelete
  5. 毛巾或床可能會有銷路,重有D浴室潔具都可能得,不過要你PAKMAN攪多D鄉下自由行至得。

    ReplyDelete
  6. Very smart analysis on this thread...

    Very good.

    I am getting ideas too.

    Alibaba is good regardless of workers going home, because they have so much cash on hand.

    And yes, equipment makes too. Thats what Tai C is saying too upon hearing my concept.

    As for the final anon... If I form a trip to villages it will be to start a 助養北姑計畫...

    ReplyDelete
  7. How come I get a sense of those "educated" workers will come up with creative ways to take shortcuts in making unbelievable products?

    You might want to stock up on some imported can food and things just in case. We are what we consume, but the problem is we don't even know what the heck that is which we're consuming.

    ReplyDelete
  8. FW: Lenovo Reports Loss, Chief Executive Officer Amelio Steps Down

    Sales in China, Taiwan and Hong Kong fell 6.5 percent in the three months to Dec. 31, while revenue in the Americas region, the company’s biggest market outside of China, dropped 22 percent, Lenovo said.

    http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aGmvfHPniI8I

    ReplyDelete
  9. 助養北姑計劃...

    四川 the best.

    重建嗎.....

    ReplyDelete
  10. 內地大把地方荒山野嶺...

    別講亞里爸爸?? 聯想..

    有飯食,凍肉... 甚至糧食..

    唔係. 都唔駛走私啦...

    國情都唔清楚,就炒...????xxx

    ReplyDelete
  11. I love 亞羊's idea of an ICAC IPO. Still-employed bankers, here's a good use of your time!

    ReplyDelete
  12. 你應該對。

    不論班民工成功與否,錢會流入市場,造成流通。

    不過看中國的問題要看政治。

    中央同地方已很大矛盾,中央改為以集權收緊控制主導,地方如資本增加,中央同地方的矛盾會加大。

    內戰機會不算太大,但仍存在。

    胡不是善類。胡主要思想是維持共党統治。
    胡目前之政策是鼓動底層民眾吸取支持以壓制中層幹部,增強中央控制。

    但此策會為中國的長期造成不穩和不安。
    太強硬會引發內戰。

    外部因素,世界大戰亦有可能。不能不防。

    ReplyDelete