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最近,阿里巴巴创始人马云遭习近平当局连续整治,引发各界讨论。与此同时,一篇撑马云的短文,在中国网路窜红,被认为“反习”意味明显。外界分析,习近平“收割”马云,才激起了国内又一轮反习声浪。

发布时间: 2020-12-23 13:41:54    最后更新: 2021-03-20 08:48:41 阅读:2,964  约21 分钟阅读     

最近,阿里巴巴创始人马云遭习近平当局连续整治,引发各界讨论。与此同时,一篇撑马云的短文,在中国网路窜红,被认为“反习”意味明显。外界分析,习近平“收割”马云,才激起了国内又一轮反习声浪。
图片说明:示意图    图片来源:Public Domain(公有领域)

【中国观察2020年12月22日讯】2020年以来,中共病毒疫情和美中关系恶化等因素,重挫中国经济。当局一再强调防范金融风险。中共11日举行的政治局会议,将“反垄断”定为2021年的工作重点。

12月16日至18日,中共召开经济工作会议,部署2021年经济工作,提出明年有“八大任务”、“50件大事”。任务之一就是反垄断和资本无序扩张问题。

18至19日,中共发改委召开工作会议,拟定2021年重点工作,提出明年起实施“国企改革三年行动方案”。习近平更是就反垄断、防止资本无序扩张提出警告。

12月21日,中共全国人大常委会更是宣布,2021年将修订“反垄断法”,正式执行这一政策。

时事评论人士钟原分析,这等于是不点名地把矛头对准了马云等互联网巨头,同时反映出中共没钱了,恐怕要大割一批韭菜。

王健林(左)和马云资料照(VCG/VCG via Getty Images)

中共接连喊反垄断之际,一篇撑马云的短文在中国网路上窜红。这篇题为“你不让马云、马化腾垄断,中国经济搞不起来”的旧文说,每个人都希望自己是个垄断者。读书跟你竞争,怎不想垄断呢?奖金我想要不让你拿,市场也一样;但说要公平竞争,竞争怎可能公平呢?考试我10次赢你9次,怎可能公平?

文章还说,公平竞争是指“游戏规则要公平,胜负、能力本身是不公平的”,这才是人类进步的根源。回头看中国的发展,永远都是“争取垄断”。你看马云、马化腾,都是垄断者,“你不让他们垄断,经济就搞不起来”。

文章认为,关于中国的问题,很麻烦。他不是说公平竞争不应该推行。他只是说游戏规则要说清楚。

外界发现,这篇短文,事实上是中国经济学者张五常,于2018年9月接受中共国家市场监督管理总局邀请,在广州发表的演讲内容。若搜寻张五常及相关关键字,目前还能显示部分内容。

值得关注的是,在马云近期遭到当局接连整治时,上述言论突然在大陆网络热传,被认为是有人发泄对习当局的不满。

这篇短文在网络引起讨论,有网友说,马云、马化腾和王健林一样,都是“韭菜”,只不过是“比较大的韭菜”,但都逃不过被割的命运。


马云和马化腾。 (Andrea Verdelli/Getty Images)

自10月底以来,马云祸事连连。10月24日,马云在上海外滩金融峰会上,批评当前的金融监管思维落后,过分严苛的金融监管,在扼杀创新。

峰会结束后,具有官方背景的金融时报和中共新华社,以及人民日报、光明日报、经济日报等官媒连续发文,对马云展开了文革式的大批判。

11月2日,马云等人受到中共4大监管机构约谈。次日,马云的蚂蚁集团上市计划被叫停。随后,中共先后发布规范互联网小贷、防范平台经济垄断的新规。

“双11网购节”前夕,阿里巴巴旗下的淘宝网被官媒集中打假;11月10日,中共国家市场监管总局发布关于反垄断征求意见稿。

12月10日,马云创办的富商群体“湖畔大学”昆明分校规划项目,被当局叫停;14日,阿里巴巴投资有限公司的收购案被市场监管总局依据“反垄断法”顶格处罚。

12月17日,消息人士披露,中央调查组已进驻阿里巴巴;12月18日,蚂蚁平台上的互联网所有存款产品,均遭监管部门无预警下架。

有评论认为,马云遭整肃,与他10月在上海金融峰会上批评中共监管部门有关,激怒了北京高层。也有观点认为马云卷入高层权斗。

资深评论人蒋清平在财讯网撰文说,习近平的人马盯马云很久了,2015年中国股灾,北京当局将矛头指向马云,涉嫌协助太子党放空期货、再现金买进跌停股,进而两边套利,甚至成为“红二代”们的洗钱工具。

马云与江泽民的孙子江志成有着惊人的利益勾连。阿里巴巴集团有深厚的江派政治背景,江志成所创办的博裕投资、刘乐飞的中信资本,还有多位太子党皆有投资。

而此次蚂蚁金服的众多股东,都指向江志成的博裕资本,江家资本重度介入蚂蚁金服,习近平芒刺在背,习认为资本和影响力不断壮大的民企会威胁中共政权。




Recently, Jack Ma, the founder of Alibaba, has been subjected to a series of criticisms by Xi Jinping's administration, which has sparked discussions from all walks of life. At the same time, a short article in support of Jack Ma has become popular on the Chinese Internet, which is considered to be clearly "anti-Xi". The article is considered to be "anti-Xi". According to external analysis, Xi Jinping's "harvesting" of Jack Ma has provoked another round of anti-Xi voices in China.

China Monitor, December 22, 2020 - Since 2020, the Chinese economy has been hit hard by the Communist Party's viral epidemic and the deterioration of U.S.-China relations. Authorities have repeatedly emphasized preventing financial risks. At a meeting of the Political Bureau on December 11, the Communist Party of China (CPC) identified "anti-monopoly" as a priority for 2021.

From December 16 to 18, the CPC held an economic work conference to deploy economic work for 2021, proposing "eight major tasks" and "50 major events" for next year. One of the tasks is anti-monopoly and disorderly expansion of capital.

On the 18th and 19th, the Development and Reform Commission of the Communist Party of China held a working meeting to draw up key tasks for 2021, and proposed to implement the "three-year action plan for the reform of state-owned enterprises" from next year. Xi Jinping also warned about anti-monopoly and prevention of disorderly capital expansion.

On December 21, the Standing Committee of the National People's Congress announced that the anti-monopoly law will be amended in 2021 to formally implement this policy.

According to current affairs commentator Zhong Yuan, this is an unnamed targeting of Internet giants such as Jack Ma, and reflects that the Chinese Communist Party is running out of money and fears that it will cut a large number of leeks.
Wang Jianlin (left) and Jack Ma (VCG/VCG via Getty Images)

As the Chinese Communist Party continues to cry out against monopoly, a short article in support of Jack Ma has become a hit on the Chinese Internet. The old article, titled "If you don't let Jack Ma and Ma Huateng monopolize, China's economy won't work," says everyone wants to be a monopolist. How do you not want to be a monopoly when you are competing with you? I don't want to let you take the prize money, and the market is the same; but when it comes to fair competition, how can competition be fair? How can it be fair when I beat you 9 out of 10 times in exams?

The article also says that fair competition means "the rules of the game should be fair, winning and losing, ability itself is not fair", which is the root of human progress. Looking back at the development of China, it is always "fighting for monopoly". If you look at Jack Ma and Ma Huateng, they are all monopolists, and "if you don't let them monopolize, the economy won't work".

The article argues that the problem about China is very troublesome. He is not saying that fair competition should not be pursued. He is just saying that the rules of the game should be made clear.

Outsiders found that this short article was, in fact, the content of a speech given by Chinese economist Zhang Wuchang, who was invited by the Communist Party's State Administration of Market Administration to deliver a speech in Guangzhou in September 2018. If one searches for Zhang Wuchang and related keywords, some of the content can still be displayed for now.

It is noteworthy that the above remarks suddenly hit the mainland internet at a time when Ma has recently been subjected to a succession of regulations by the authorities, which is believed to be a venting of dissatisfaction with the Xi authorities.

The short article has sparked discussion on the Internet, with some netizens saying that Ma, Ma Huateng and Wang Jianlin are all "leeks", only "bigger leeks", but they can't escape being cut.

Jack Ma and Ma Huateng. (Andrea Verdelli/Getty Images)

Jack Ma has been in trouble since late October, when he criticized current financial regulation at the Bund Financial Summit in Shanghai on Oct. 24 as backward thinking and overly stringent financial regulations that are stifling innovation.

After the summit, the Financial Times and Xinhua News Agency of the Communist Party of China with official background, as well as the People's Daily, Guangming Daily, Economic Daily and other official media issued successive articles, launching a major criticism of Ma in the style of the Cultural Revolution.

On November 2, Ma and others were interviewed by four major Chinese Communist Party regulators. The following day, Ma's Ant Group's plan to go public was called off. Subsequently, the CCP issued new regulations to regulate Internet microfinance and prevent economic monopoly of platforms.

On the eve of the "Double 11 Online Shopping Festival," Alibaba's Taobao was hit by the official media with a focus on counterfeiting; on November 10, the Communist Party's State Administration of Market Supervision issued a draft on anti-monopoly for public comment.

On Dec. 10, the planning project of the Kunming branch of Lakeside University, a wealthy business group founded by Jack Ma, was stopped by the authorities; on Dec. 14, the acquisition of Alibaba Investment Co.

On December 17, sources disclosed that a central investigation team had been stationed at Alibaba; on December 18, all Internet deposit products on the Ant platform were taken down by the regulator without warning.

Some commentators believe that Ma's purge is related to his criticism of the CCP regulator at the Shanghai Financial Summit in October, which angered Beijing's top brass. There are also suggestions that Ma is involved in high-level power struggles.

Senior commentator Jiang Qingping, writing in Caixin.com, said Xi's people have been watching Ma for a long time, and that Beijing authorities targeted him for allegedly assisting the princeling party in shorting futures and buying stocks in cash, which in turn was used for arbitrage and even money laundering by the "second generation of the Reds.

Ma has a surprising collusion of interests with Jiang Zemin's grandson Jiang Zhicheng. Alibaba Group has a deep Jiang political background, with investments by Jiang's Boyu Investment, Liu Lefei's CITIC Capital, and a number of princelings.

The many shareholders of Ant Financial are all pointing to Jiang Zhicheng's Boyu Capital. The heavy involvement of Jiang's capital in Ant Financial is a thorn in Xi Jinping's side, as Xi believes that private companies with growing capital and influence will threaten the Chinese Communist regime.

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