UUV的个人主页 - 老虎社区

UUV

UUV

此心光明，亦复何言

IP属地：中国香港

368关注

172粉丝

2主题

0勋章

2022-01-31

$特斯拉(TSLA)$感谢老马给大家的春节礼物[开心]

2021-10-27

$AMD(AMD)$amd好几次都是财报后盘前假跌盘中拉升啊

2021-08-11

$BioNTech SE(BNTX)$cnbc报道说美国各大航空公司不要求雇员打疫苗，不知道这是否是利空的一个因素

2021-03-29

$哔哩哔哩-SW(09626)$换手率这么低，看来b站的忠实用户很高啊！

2021-03-11

$拼多多(PDD)$每次同行财报，多多总是勇于表现！

2020-11-04

$优步(UBER)$天时地利助Uber！

2021-10-25

$特斯拉(TSLA)$万亿市值gogogo!

2020-11-19

$特斯拉(TSLA)$八点神秘力量！

2020-11-06

$优步(UBER)$居然翻绿了！

2021-11-08

$特斯拉(TSLA)$盘前这走势，感谢老马倒车接人

2021-10-21

$特斯拉(TSLA)$感谢特斯拉！

2022-03-21

$纳斯达克(.IXIC)$V起来

2021-12-23

$特斯拉(TSLA)$感谢老马给大家的圣诞礼物

2021-11-02

$特斯拉(TSLA)$1200达成！

2021-05-27

$京东物流(02618)$600中2

2021-01-07

$特斯拉(TSLA)$不愧为宇宙总龙头！

2020-11-23

$特斯拉(TSLA)$520[爱你] [爱你] [爱你]

2020-10-15

$蔚来(NIO)$开始了开始了！

2020-02-18

$特斯拉(TSLA)$呼唤老虎服务器也扩容一把，加速加速

2022-07-22

$特斯拉(TSLA)$感谢，相信下半年的特斯拉会越来越好！

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],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300587214942520","repostId":"1109320226","repostType":2,"repost":{"id":"1109320226","pubTimestamp":1714402402,"share":"https://www.laohu8.com/m/news/1109320226?lang=&edition=full","pubTime":"2024-04-29 22:53","market":"hk","language":"zh","title":"李强与马斯克往事","url":"https://stock-news.laohu8.com/highlight/detail?id=1109320226","media":"曾老师的资本观察","summary":"据央视消息，国务院总理李强28号在京会见了美国$特斯拉$公司首席执行官马斯克。在公开的报道中，当天是时任上海市委书记的李强与马斯克首次会面。2019年1月7日下午，上海超级工厂开工建设，这是李强与马斯克第二次会面。2020年1月7日，在首批国产特斯拉交付仪式上，李强再次会见了马斯克。2020年4月29日，李强与马斯克“云会面”，第五次在公开报道中同框。","content":"<html><head></head><body><p>据央视消息，国务院总理李强28号在京会见了美国<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司首席执行官马斯克。</p><p>李强表示：“特斯拉在中国的发展，堪称中美经贸合作的成功范例。”他还表示，中国的超大规模市场将始终向外资企业敞开，将在扩大市场准入，强化服务保障等方面继续下功夫，让各国企业安心放心地投资中国。</p><p>马斯克对特斯拉上海超级工厂非常认同，他表示这是特斯拉表现最好的工厂，这得益于中国团队的勤劳智慧。</p><p><strong>实际上，2019年特斯拉超级工厂正是李强当年主政上海时引进的，这一工厂当时创造了“当年开工、当年投产、当年交付”的世界级纪录，“上海速度”令世界侧目。</strong></p><p><strong>此次见面，也是两人的第6次会面。</strong></p><p style=\"text-align: justify;\">时隔三年，马斯克再一次踏上了中国，24小时见了3位部长，引发了热议。</p><p style=\"text-align: justify;\">就在1个月前，他的母亲来到中国，晒出了一张特斯拉汽车等交通灯的照片，问了马斯克这样一个问题：</p><p style=\"text-align: justify;\"><strong>上海和洛杉矶哪里的特斯拉更多？</strong></p><p style=\"text-align: justify;\">10年前，特斯拉累计只生产了约3000辆汽车；10年后的2022年，这一数字已突破300万辆，中国是特斯拉全球最大生产中心和第二大市场，仅次于美国。</p><p style=\"text-align: justify;\">有媒体统计，这是马斯克第十次来到中国。<strong>实际上，马斯克第一次来中国就碰了壁。</strong></p><p style=\"text-align: justify;\">他到访中南海，开门见山的地提出了特斯拉想要在华发展的建议，包括让特斯拉的充电桩进入中国，给予特斯拉不同于燃油车的关税。</p><p style=\"text-align: justify;\">结果自然是无功而返，回到美国后，马斯克抱怨：<strong>“在中国，我们就像一个匍匐前进的婴儿。”</strong></p><p style=\"text-align: justify;\">马斯克不放弃，此后多年，他频频向中国示好，甚至炫耀着自己学会了使用微信。</p><p style=\"text-align: justify;\"><strong>中国人做事讲究天时、地利、人和。直到2017年，马斯克终于等来了机会。</strong></p><p style=\"text-align: justify;\">当年4月，工信部发布了《汽车产业中长期发展规划》，宣布将放宽外资汽车厂商在华运营生产合作企业时的出资限制。</p><p style=\"text-align: justify;\">一周后，焦头烂额的马斯克火速来到中国，他寄希望于中国市场，能让特斯拉“起死回生”，摆脱产能危机。</p><p style=\"text-align: justify;\"><strong>中国确实是马斯克的福地。</strong></p><p style=\"text-align: justify;\">2019年，马斯克的超级工厂在上海落地，创下了“当年开工、当年投产、当年交付”的世界级纪录，“上海速度”令世界侧目。</p><p style=\"text-align: justify;\">马斯克，这个硅谷钢铁侠，被无数媒体盛赞，人们说他是天才，他的偏执狂个性被写入了商业教科书。</p><p style=\"text-align: justify;\">从过往海量信息中抽丝剥茧，我们发现马斯克超级工厂顺利落地的背后，有一个人不容忽略。</p><p style=\"text-align: justify;\"><strong>他就是时任上海市委书记的李强，也正是当下的中国总理。特斯拉，正是在他的主政之下引进的。</strong></p><p><strong>1、马斯克与李强的五次会面</strong></p><p style=\"text-align: justify;\">李强1959年出生于浙江，在他47年的工作生涯中，在改革开放一线做过县委书记、地市级市委书记、省委书记和直辖市市委书记，低调直率又务实。</p><p style=\"text-align: justify;\">马斯克1971年出生于南非的中产家庭，敢把全部财产投身实业，自杀般地创立特斯拉、SpaceX、Starlink等高科技企业，被称为硅谷钢铁侠。</p><p style=\"text-align: justify;\">一个低调务实，一个天马行空，两个截然不同的人，跨越时空的会面，就为了一件事：<strong>特斯拉超级工厂在沪落地。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad5b7ba97d5baf23d78dcb34e671c90c\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"337\"/></p><p style=\"text-align: justify;\">他们见过五次面，每一次都是推动新能源汽车产业的发展。</p><p style=\"text-align: justify;\">2018年，是李强兼任上海市委书记的第二年。</p><p style=\"text-align: justify;\">这一年，上海确定了今后五年的目标，在这个目标中，多次提及了世界影响力、全球城市，总结为一个关键词，就是开放。</p><p style=\"text-align: justify;\">而大洋彼岸的硅谷钢铁侠正处于水深火热中。</p><p style=\"text-align: justify;\">特斯拉内外交困。花费数十亿美元的自动化工厂几乎不能运作，特斯拉深陷产能地狱，Model 3多次推迟交付，两年内共有36位副总裁级别以上的高管离职；外界开始看空特斯拉，大量预订者要求退款，12亿美元债务即将到期。</p><p style=\"text-align: justify;\">重压之下，马斯克曾亲口承认，特斯拉的现金流只能撑一个月，他甚至动起了把特斯拉折价卖给库克的心思。</p><p style=\"text-align: justify;\">一向乐观狂妄的马斯克，在直播时抽起了烟。这个颇为“任性”、不顾形象的举动，震惊了很多人。</p><p style=\"text-align: justify;\">雪上加霜的是，美国发布了加征关税的商品清单，对3000多亿美元的中国商品加征25%的关税，这个“额外”费用，由美国进口商承担。</p><p style=\"text-align: justify;\">中国是马斯克的“救命草”。       </p><p style=\"text-align: justify;\">中国政策的放开，是马斯克苦求多年的机遇。当年5月10日，马斯克在上海成立了新公司。</p><p style=\"text-align: justify;\">两个月后的7月11日，《解放日报》头版，刊登了两则新闻：其一，特斯拉首个海外超级工厂落户上海；其二，上海公布扩大开放行动方案100条。</p><p style=\"text-align: justify;\"><strong>在公开的报道中，当天是时任上海市委书记的李强与马斯克首次会面。</strong></p><p style=\"text-align: justify;\">马斯克的特斯拉落户上海，值得注意的是，它是首个外商独资整车制造项目。这是一个新的风向标，以此为起点，中国逐步解除汽车行业外资股比限制。</p><p style=\"text-align: justify;\">2019年1月7日下午，上海超级工厂开工建设，这是李强与马斯克第二次会面。</p><p style=\"text-align: justify;\">从签约到开工，这座超级工厂只用了半年时间，速度惊人。</p><p style=\"text-align: justify;\">李强说，我们开放的大门只会越开越大，也始终坚持在开放合作中实现共赢发展。</p><p style=\"text-align: justify;\">半年后，双方在2019年世界人工智能大会上见面，马斯克惊叹上海超级工厂项目超乎想象的审批和建设速度。</p><p style=\"text-align: justify;\"><strong>2020年1月7日，在首批国产特斯拉交付仪式上，李强再次会见了马斯克。</strong></p><p style=\"text-align: justify;\">短短1年间，特斯拉的上海超级工厂，在一片荒芜中拔地而起，成为一座每周可产3000辆Model 3的超级工厂。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad5b7ba97d5baf23d78dcb34e671c90c\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"337\"/></p><p>只要有人来参观，公司讲解员第一站总是领他们，去看入口处的一张海报，还特别强调一句：“从工厂奠基到第一辆车交付，仅用时11个月。”</p><p><strong>“当年开工、当年投产、当年交付”，这场合作的效率令外界侧目，被称为“上海速度”。</strong></p><p>在那次会面中，李强说，特斯拉案例将作为上海优化营商环境的范例。</p><p>绝处逢生的马斯克，在交付现场兴奋地跳起了“脱衣舞”。在当年底的股东大会上，他忍不住再次感叹：</p><p>上海超级工厂是我见过的建成速度最快的建筑！</p><p>可供参照的是，特斯拉加州工厂和柏林、德州工厂，均用了2年左右，还遭到百般阻挠。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f1f5d80d4635210213087dc35377126\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p><strong>2020年4月29日，李强与马斯克“云会面”，第五次在公开报道中同框。</strong></p><p>正是马斯克的中国战略，让特斯拉在2020年这个“最难开局”的年份，交了一份亮丽的成绩单：</p><p><strong>2020年一季度销量达到1.67万辆，几乎是其它所有中国造车新势力的销量总和；</strong></p><p>汽车业务实现营收51亿美元，同比增长38%，是全球汽车行业中唯一一家逆势增长的企业。</p><p>直到现在，马斯克依然感谢当时的上海市委书记的李强，在疫情期间支持特斯拉工厂的运营。</p><p style=\"text-align: justify;\">他还多次点赞中国，点赞上海超级工厂，说“上海团队很难被超越”。</p><p style=\"text-align: justify;\"><strong>2、马斯克为什么选择上海？</strong></p><p style=\"text-align: justify;\">在十次的访华中，马斯克的中国菜单都会上热搜。</p><p style=\"text-align: justify;\">在北京，他解锁了簋街涮羊肉、西四包子；在上海，他又解锁了城隍庙的小笼包和街头的煎饼果子。5月30日，落地北京后，马斯克当天的晚宴还吃了炸酱面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d4058298196cde0696cb89b67cbcacd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1440\"/></p><p style=\"text-align: justify;\"><strong>中国菜只能征服马斯克的胃，但真正征服马斯克下注的，除了上海的产业链基础，还有营商环境。</strong></p><p style=\"text-align: justify;\">为了让更多像马斯克这样的企业家来到上海，李强在上海长达五年的执政期间，聚焦了两件大事：</p><p style=\"text-align: justify;\"><strong>1.“革命性的再造”，让大上海甘当店小二</strong></p><p style=\"text-align: justify;\"><strong>“营商环境没有最好，只有更好”，这是李强反复提及的话。</strong></p><p style=\"text-align: justify;\">所谓营商环境，是指做生意的容易程度，营商环境的好与坏，直接影响投资者投资兴业的热情和地区经济的发展。</p><p style=\"text-align: justify;\">李强初到上海不久，就在大大小小的场合强调各级官员要“主动亲近企业”，并提出各级政府要“当好服务企业的‘店小二’”，令沪上舆论感到耳目一新。</p><p style=\"text-align: justify;\"><strong>李强主政上海后，在经济领域做的第一件大事，就是关于营商环境的。</strong></p><p style=\"text-align: justify;\">履新的1个月内，他密集调研了浦东、徐汇、松江、杨浦、嘉定等区，每到一处，他都会提出两大灵魂拷问：<strong>一是企业怎么发展，二是政府如何作为。</strong></p><p style=\"text-align: justify;\">追溯过往，李强看重企业，尤其是民企由来已久。</p><p style=\"text-align: justify;\">任职浙江省长时，他手抓的第一件事是深化行政审批制度的改革；任职江苏省委书记时，他将“不见面审批（服务）”作为放管服改革的重中之重，政府要当好服务企业的店小二。</p><p><strong>优化营商环境，关键在于政府下定决心向内改革。</strong></p><p>李强曾率领上海市党政代表团去安徽等地考察，专程前往江苏的政务服务中心“取经”。两个月后，他马不停蹄地召开了一场“超规格会议”，目的只有一个：优化营商环境。这是李强履新后，以上海市委、市政府的名义，召开的第一个专题推进会。</p><p>于政府而言，改革难免伤筋动骨。但在李强看来，<strong>上海的营商环境非得有一种“革命性的再造”。</strong></p><p>在那场会议上，上海真正放了大招，出台的行动方案中，有30项改革任务，力度不可谓不空前，其中一网通办是杀手锏，上海要跑通所有数据，让企业少跑腿。</p><p><strong>“有好的环境，项目自然会来；环境不好，企业来了也要跑掉。”他说。</strong></p><p>与超级大的经济体量不同，上海放低姿态，换来企业活力，用公务员的“辛苦指数”，换来企业的“发展指数”。</p><p>改革实施三年，上海一网通办能力全国第一。</p><p><strong>2.重构战略优势，提出上海之问</strong></p><p>来到上海8个月，李强思虑最多的是上海的未来，在上海展览中心的2楼会议室内，他提出了著名的“上海之问”：</p><p><strong>10年、20年后，上海拿什么参与全球竞争？</strong></p><p><strong>李强曾表示，上海作为全国最大的经济中心城市，其使命不只体现在自身发展的水平上，更重要的是服务全国大局，代表国家参与全球合作竞争。</strong></p><p>亚当·斯密的《国富论》中第一次提出了劳动分工的观点。产业协同，同样离不开高质量分工。</p><p>在履新之初，长三角一体化就已经进入李强的施政视野。他赴与江浙接壤的上海郊区松江、嘉定等地调研时，就要求当地更好发挥区位优势，在长三角协同发展上要有新作为。</p><p>他率领上海市党政代表团在2天内密集访问了苏浙皖3省，这是他履新之后，首次赴外省学习考察。</p><p><strong>一体化不是空谈，李强的施政方针是在“一”字做文章。</strong>比如成立了一个机构、编制了一个计划、开好了一个会议、推进了一批项目。</p><p><strong>归根到底，不过是“服务”二字，为企业服务、为全国服务。</strong></p><p>请谁来做顶级智囊，在某种程度上折射出上海在一段时间内的发展思路。</p><p>上海市决咨委首次换届时，有个明显的新特点，决咨委委员不再局限于上海、北京，这一次，聘任的视野首次投向了长三角，比如浙江省政府研究室原主任沈建明就是首次获聘。</p><p>所幸，李强的心血没有白费。过程做好了，结果自然就有了。</p><p>在他的主政下，上海出人、出地、出钱，让马斯克建起了上海超级工厂，摆脱了十来年的亏损。</p><p>与此同时，这条鲶鱼激活了国内的新能源汽车产业。</p><p>当我们立足当下，回望过去，马斯克和特斯拉造车中，“4小时朋友圈”的造富故事仍旧为人津津乐道。</p><p>2017年，特斯拉超级工厂落户<a href=\"https://laohu8.com/S/600848\">上海临港</a>。进入特斯拉供应链的，首先是“宁波帮”：提供汽车电子的，是<a href=\"https://laohu8.com/S/002048\">宁波华翔</a>；提供传感器的，是宁波均胜……而给特斯拉提供电池的，是<a href=\"https://laohu8.com/S/300750\">宁德时代</a>和LG化学在溧阳、南京的新建工厂。</p><p><strong>特斯拉Model 3的零部件国产化率已超过90%，大部分供应商都来自江浙沪包邮区。</strong></p><p><strong>这说明了一个事实：长三角城市群在汽车产业链上高效协同。</strong></p><p>据此前的统计，全球汽车零部件Top10中，9家的中国总部都在上海，上海汽车光零部件产值有8000亿。</p><p>就拿汽车行业紧缺的芯片来说，上海是供应主力，芯片产业规模占全国1/4、集聚超过700家行业重点企业。</p><p><strong>硬实力加软环境，让马斯克再次狂赌上海。</strong></p><p>就在上个月，马斯克带来了他的诚意，美国本土外第一座储能超级工厂再次落户上海临港。</p><p>马斯克钟情于上海，换个角度看，是离不开。</p><p><strong>3、中国最需要“企业家精神”，需要实干的人</strong></p><p style=\"text-align: justify;\">李强和马斯克两个截然不同的人，有着同样的执着。</p><p style=\"text-align: justify;\">李强坚持“吃改革饭、走开放路”，重视民营经济，力推新能源产业。马斯克是个狂热的新能源信徒，宣称要改变世界。</p><p style=\"text-align: justify;\"><strong>这个世界上，从来不缺乏梦想，缺的是脚踏实地，把梦想变成现实的人。</strong></p><p style=\"text-align: justify;\">汉代王符在《潜夫论·叙录》中曾说，大人不华，君子务实。意思是说，君子要求真务实，不要夸夸其谈。</p><p style=\"text-align: justify;\"><strong>李强和马斯克，一个是政府高层，一个是企业家，但他们有着同一个身份——实干家，身上有着共同的特质就是务实。</strong></p><p style=\"text-align: justify;\">空谈误国、实干兴邦。在上海主政期间，网上关于“上海错失了互联网机遇”的言论甚嚣尘上。李强十分关注，在他看来，网上议论恰恰是“人们对上海的关心和期盼”。</p><p style=\"text-align: justify;\">凡是过往，皆为序章。李强十分接地气，自称是“老网民”。他说：<strong>“大家都在讨论上海有没有BAT，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>全球也就只有一个，感叹这个不如去发现和培养成长性好的科技企业，特别是中小企业，让产业政策、人才政策更多关注这些优秀企业。”</strong></p><p style=\"text-align: justify;\">这是李强一贯的务实作风。上海无需也不应该有过多不必要的纠结，当务之急是瞄准未来优势，精准发力。</p><p style=\"text-align: justify;\">近几年以来，妖魔化民营经济的言论时有发生，甚至颇有市场，企业家群体也成为众矢之，有些人的人格甚至受到社会怀疑。</p><p style=\"text-align: justify;\"><strong>信心比黄金更重要，多年的执政生涯，李强可以说是最懂企业家的人之一。</strong></p><p style=\"text-align: justify;\">在他任职的浙江、江苏等地，有一个鲜明的特征，就是民营经济较为发达，而他最常做的事情是调研。</p><p style=\"text-align: justify;\"><strong>“民营经济一定大有可为！”李强多次强调过。</strong></p><p style=\"text-align: justify;\">2023年3月11日，李强就任国务院总理。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3c92a82739683a7c3204a9f211c4ad1\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"647\"/></p><p>在总理记者会上，他说，自己长期在民营经济比较发达的地方工作，有很多机会接触民营企业家、与他们交流学习，对他们发展中的一些期盼和遇到的一些困难比较了解。</p><p>李强说，坚持“两个毫不动摇”是我国基本经济制度的重要内容，是长久之策，过去没有变，以后更不会变。</p><p>在熊彼特的经济学理论中，“企业家”是推动经济发展的唯一主体。这句话在全世界都是通用的。</p><p>而企业家精神不仅存在于企业中，政府同样需要企业家理念，敢闯敢试、敢于改革，说的就是企业家理念。</p><p><strong>同样在记者会上，李强说，政府改革要真正做有创造力的执行者，大兴调研之风。</strong></p><p>”没有调查，就没有发言权“，因为长期在地方工作，他有一个很深的感受：<strong>坐在办公室碰到的都是问题，深入基层看到的全是办法。他说高手在民间，到基层去，问需于民、问计于民。</strong></p><p>作为世界级的企业家，马斯克本人也是个实干家。</p><p>1995年前后，当李强在浙江任民政厅副厅长时，马斯克还在沃顿商学院求学，他是个狂热的新能源信徒，对电动汽车产品兴趣浓厚，甚至于写了篇论文，探讨如何用超级电容存储能源。</p><p>当年卖掉Paypal就足以让他成为亿万富翁，潇洒享受人生了。但他却进入了完全陌生的领域，处处碰壁，他坚定地认为“自己的人生使命是拯救人类”。</p><p>他的大学室友阿迪奥·雷西曾用“疯狂创业者”来形容他，只要他看好的，他会一直前进，直到达到目标。</p><p>大到一个国家的治理，小到企业的经营管理，就是一个不断出现问题、解决问题的过程。面对逆境和困难时，李强总理说，中国人从来没有被任何困难压倒。</p><p>他们那一代人，从小就听大禹治水、愚公移山、精卫填海等故事，哪一个不是筚路蓝缕、披荆斩棘。李强力挺“四千精神”，走遍千山万水、说尽千言万语、想尽千方百计、吃尽千辛万苦，四千精神是企业家群体的精神图腾，</p><p>作为CEO，马斯克最重要的特质或许是他克服逆境的能力，他最喜欢的是丘吉尔的名言：<strong>“如果你正在地狱穿行，那就继续前进。”</strong></p><p>Model S投产时，马斯克在工厂车间里放了张办公桌，他解释说：“如果你在打仗，冲在前线比坐镇后方要好得多。坐镇后方的将军会打败仗。”</p><p>这样的精神甚至传导到特斯拉的二号人物朱晓彤身上，为了恢复产能，他曾在工厂里睡了两个月。</p><p>对目标执着、坚定不移地干下去、敢于克服逆境，李强和马斯克身上有着同样珍贵的企业家精神。</p><p><strong>4、结语</strong></p><p style=\"text-align: justify;\">改革开放45年，中国成为全球第二大经济体，从来就不是一蹴而就。</p><p style=\"text-align: justify;\">正如马斯克的超级工厂的落地，离不开李强，但也离不开很多高瞻远瞩的人物。</p><p style=\"text-align: justify;\">比如万钢，时任中国科技部部长，在美国硅谷，万钢第一次试驾了特斯拉刚刚推出的第一辆双门电动跑车，他痴迷于研究电动车，被西方誉为中国电动车之父。</p><p style=\"text-align: justify;\">比如当年的国务院副总理汪洋，在《汽车产业中长期发展规划》发布后，与马斯克会晤 。而在与前任总理李克强的会晤中，马斯克将特斯拉开到了紫光阁，拿到了“中国绿卡”。在那里，他说：“我希望能把特斯拉上海工厂打造成全球范例。”“我非常热爱中国，愿意多到这里来。”这个想法已然变成了现实。</p><p style=\"text-align: justify;\">产业兴，则国兴；产业强，则国强，是一个国家经济发展的真实写照，这个过程离不开一代又一代人的努力。</p><p style=\"text-align: justify;\"><strong>功成不必在我，功成必定有我。前人栽树，后人乘凉。</strong></p><p style=\"text-align: justify;\">就是因为有这个信念在，中华民族伟大复兴才不是梦。不必着急，时间自会为你证明。 </p></body></html>","source":"lsy1714402412810","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李强与马斯克往事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-29 22:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Q45nJyTn2oDI1flKz2xSCg><strong>曾老师的资本观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据央视消息，国务院总理李强28号在京会见了美国特斯拉公司首席执行官马斯克。李强表示：“特斯拉在中国的发展，堪称中美经贸合作的成功范例。”他还表示，中国的超大规模市场将始终向外资企业敞开，将在扩大市场准入，强化服务保障等方面继续下功夫，让各国企业安心放心地投资中国。马斯克对特斯拉上海超级工厂非常认同，他表示这是特斯拉表现最好的工厂，这得益于中国团队的勤劳智慧。实际上，2019年特斯拉超级工厂正是李强...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Q45nJyTn2oDI1flKz2xSCg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad5b7ba97d5baf23d78dcb34e671c90c","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ 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INC","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4588":"碎股","BK4574":"无人驾驶","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4581":"高盛持仓"},"source_url":"https://mp.weixin.qq.com/s/Q45nJyTn2oDI1flKz2xSCg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109320226","content_text":"据央视消息，国务院总理李强28号在京会见了美国特斯拉公司首席执行官马斯克。李强表示：“特斯拉在中国的发展，堪称中美经贸合作的成功范例。”他还表示，中国的超大规模市场将始终向外资企业敞开，将在扩大市场准入，强化服务保障等方面继续下功夫，让各国企业安心放心地投资中国。马斯克对特斯拉上海超级工厂非常认同，他表示这是特斯拉表现最好的工厂，这得益于中国团队的勤劳智慧。实际上，2019年特斯拉超级工厂正是李强当年主政上海时引进的，这一工厂当时创造了“当年开工、当年投产、当年交付”的世界级纪录，“上海速度”令世界侧目。此次见面，也是两人的第6次会面。时隔三年，马斯克再一次踏上了中国，24小时见了3位部长，引发了热议。就在1个月前，他的母亲来到中国，晒出了一张特斯拉汽车等交通灯的照片，问了马斯克这样一个问题：上海和洛杉矶哪里的特斯拉更多？10年前，特斯拉累计只生产了约3000辆汽车；10年后的2022年，这一数字已突破300万辆，中国是特斯拉全球最大生产中心和第二大市场，仅次于美国。有媒体统计，这是马斯克第十次来到中国。实际上，马斯克第一次来中国就碰了壁。他到访中南海，开门见山的地提出了特斯拉想要在华发展的建议，包括让特斯拉的充电桩进入中国，给予特斯拉不同于燃油车的关税。结果自然是无功而返，回到美国后，马斯克抱怨：“在中国，我们就像一个匍匐前进的婴儿。”马斯克不放弃，此后多年，他频频向中国示好，甚至炫耀着自己学会了使用微信。中国人做事讲究天时、地利、人和。直到2017年，马斯克终于等来了机会。当年4月，工信部发布了《汽车产业中长期发展规划》，宣布将放宽外资汽车厂商在华运营生产合作企业时的出资限制。一周后，焦头烂额的马斯克火速来到中国，他寄希望于中国市场，能让特斯拉“起死回生”，摆脱产能危机。中国确实是马斯克的福地。2019年，马斯克的超级工厂在上海落地，创下了“当年开工、当年投产、当年交付”的世界级纪录，“上海速度”令世界侧目。马斯克，这个硅谷钢铁侠，被无数媒体盛赞，人们说他是天才，他的偏执狂个性被写入了商业教科书。从过往海量信息中抽丝剥茧，我们发现马斯克超级工厂顺利落地的背后，有一个人不容忽略。他就是时任上海市委书记的李强，也正是当下的中国总理。特斯拉，正是在他的主政之下引进的。1、马斯克与李强的五次会面李强1959年出生于浙江，在他47年的工作生涯中，在改革开放一线做过县委书记、地市级市委书记、省委书记和直辖市市委书记，低调直率又务实。马斯克1971年出生于南非的中产家庭，敢把全部财产投身实业，自杀般地创立特斯拉、SpaceX、Starlink等高科技企业，被称为硅谷钢铁侠。一个低调务实，一个天马行空，两个截然不同的人，跨越时空的会面，就为了一件事：特斯拉超级工厂在沪落地。他们见过五次面，每一次都是推动新能源汽车产业的发展。2018年，是李强兼任上海市委书记的第二年。这一年，上海确定了今后五年的目标，在这个目标中，多次提及了世界影响力、全球城市，总结为一个关键词，就是开放。而大洋彼岸的硅谷钢铁侠正处于水深火热中。特斯拉内外交困。花费数十亿美元的自动化工厂几乎不能运作，特斯拉深陷产能地狱，Model 3多次推迟交付，两年内共有36位副总裁级别以上的高管离职；外界开始看空特斯拉，大量预订者要求退款，12亿美元债务即将到期。重压之下，马斯克曾亲口承认，特斯拉的现金流只能撑一个月，他甚至动起了把特斯拉折价卖给库克的心思。一向乐观狂妄的马斯克，在直播时抽起了烟。这个颇为“任性”、不顾形象的举动，震惊了很多人。雪上加霜的是，美国发布了加征关税的商品清单，对3000多亿美元的中国商品加征25%的关税，这个“额外”费用，由美国进口商承担。中国是马斯克的“救命草”。       中国政策的放开，是马斯克苦求多年的机遇。当年5月10日，马斯克在上海成立了新公司。两个月后的7月11日，《解放日报》头版，刊登了两则新闻：其一，特斯拉首个海外超级工厂落户上海；其二，上海公布扩大开放行动方案100条。在公开的报道中，当天是时任上海市委书记的李强与马斯克首次会面。马斯克的特斯拉落户上海，值得注意的是，它是首个外商独资整车制造项目。这是一个新的风向标，以此为起点，中国逐步解除汽车行业外资股比限制。2019年1月7日下午，上海超级工厂开工建设，这是李强与马斯克第二次会面。从签约到开工，这座超级工厂只用了半年时间，速度惊人。李强说，我们开放的大门只会越开越大，也始终坚持在开放合作中实现共赢发展。半年后，双方在2019年世界人工智能大会上见面，马斯克惊叹上海超级工厂项目超乎想象的审批和建设速度。2020年1月7日，在首批国产特斯拉交付仪式上，李强再次会见了马斯克。短短1年间，特斯拉的上海超级工厂，在一片荒芜中拔地而起，成为一座每周可产3000辆Model 3的超级工厂。只要有人来参观，公司讲解员第一站总是领他们，去看入口处的一张海报，还特别强调一句：“从工厂奠基到第一辆车交付，仅用时11个月。”“当年开工、当年投产、当年交付”，这场合作的效率令外界侧目，被称为“上海速度”。在那次会面中，李强说，特斯拉案例将作为上海优化营商环境的范例。绝处逢生的马斯克，在交付现场兴奋地跳起了“脱衣舞”。在当年底的股东大会上，他忍不住再次感叹：上海超级工厂是我见过的建成速度最快的建筑！可供参照的是，特斯拉加州工厂和柏林、德州工厂，均用了2年左右，还遭到百般阻挠。2020年4月29日，李强与马斯克“云会面”，第五次在公开报道中同框。正是马斯克的中国战略，让特斯拉在2020年这个“最难开局”的年份，交了一份亮丽的成绩单：2020年一季度销量达到1.67万辆，几乎是其它所有中国造车新势力的销量总和；汽车业务实现营收51亿美元，同比增长38%，是全球汽车行业中唯一一家逆势增长的企业。直到现在，马斯克依然感谢当时的上海市委书记的李强，在疫情期间支持特斯拉工厂的运营。他还多次点赞中国，点赞上海超级工厂，说“上海团队很难被超越”。2、马斯克为什么选择上海？在十次的访华中，马斯克的中国菜单都会上热搜。在北京，他解锁了簋街涮羊肉、西四包子；在上海，他又解锁了城隍庙的小笼包和街头的煎饼果子。5月30日，落地北京后，马斯克当天的晚宴还吃了炸酱面。中国菜只能征服马斯克的胃，但真正征服马斯克下注的，除了上海的产业链基础，还有营商环境。为了让更多像马斯克这样的企业家来到上海，李强在上海长达五年的执政期间，聚焦了两件大事：1.“革命性的再造”，让大上海甘当店小二“营商环境没有最好，只有更好”，这是李强反复提及的话。所谓营商环境，是指做生意的容易程度，营商环境的好与坏，直接影响投资者投资兴业的热情和地区经济的发展。李强初到上海不久，就在大大小小的场合强调各级官员要“主动亲近企业”，并提出各级政府要“当好服务企业的‘店小二’”，令沪上舆论感到耳目一新。李强主政上海后，在经济领域做的第一件大事，就是关于营商环境的。履新的1个月内，他密集调研了浦东、徐汇、松江、杨浦、嘉定等区，每到一处，他都会提出两大灵魂拷问：一是企业怎么发展，二是政府如何作为。追溯过往，李强看重企业，尤其是民企由来已久。任职浙江省长时，他手抓的第一件事是深化行政审批制度的改革；任职江苏省委书记时，他将“不见面审批（服务）”作为放管服改革的重中之重，政府要当好服务企业的店小二。优化营商环境，关键在于政府下定决心向内改革。李强曾率领上海市党政代表团去安徽等地考察，专程前往江苏的政务服务中心“取经”。两个月后，他马不停蹄地召开了一场“超规格会议”，目的只有一个：优化营商环境。这是李强履新后，以上海市委、市政府的名义，召开的第一个专题推进会。于政府而言，改革难免伤筋动骨。但在李强看来，上海的营商环境非得有一种“革命性的再造”。在那场会议上，上海真正放了大招，出台的行动方案中，有30项改革任务，力度不可谓不空前，其中一网通办是杀手锏，上海要跑通所有数据，让企业少跑腿。“有好的环境，项目自然会来；环境不好，企业来了也要跑掉。”他说。与超级大的经济体量不同，上海放低姿态，换来企业活力，用公务员的“辛苦指数”，换来企业的“发展指数”。改革实施三年，上海一网通办能力全国第一。2.重构战略优势，提出上海之问来到上海8个月，李强思虑最多的是上海的未来，在上海展览中心的2楼会议室内，他提出了著名的“上海之问”：10年、20年后，上海拿什么参与全球竞争？李强曾表示，上海作为全国最大的经济中心城市，其使命不只体现在自身发展的水平上，更重要的是服务全国大局，代表国家参与全球合作竞争。亚当·斯密的《国富论》中第一次提出了劳动分工的观点。产业协同，同样离不开高质量分工。在履新之初，长三角一体化就已经进入李强的施政视野。他赴与江浙接壤的上海郊区松江、嘉定等地调研时，就要求当地更好发挥区位优势，在长三角协同发展上要有新作为。他率领上海市党政代表团在2天内密集访问了苏浙皖3省，这是他履新之后，首次赴外省学习考察。一体化不是空谈，李强的施政方针是在“一”字做文章。比如成立了一个机构、编制了一个计划、开好了一个会议、推进了一批项目。归根到底，不过是“服务”二字，为企业服务、为全国服务。请谁来做顶级智囊，在某种程度上折射出上海在一段时间内的发展思路。上海市决咨委首次换届时，有个明显的新特点，决咨委委员不再局限于上海、北京，这一次，聘任的视野首次投向了长三角，比如浙江省政府研究室原主任沈建明就是首次获聘。所幸，李强的心血没有白费。过程做好了，结果自然就有了。在他的主政下，上海出人、出地、出钱，让马斯克建起了上海超级工厂，摆脱了十来年的亏损。与此同时，这条鲶鱼激活了国内的新能源汽车产业。当我们立足当下，回望过去，马斯克和特斯拉造车中，“4小时朋友圈”的造富故事仍旧为人津津乐道。2017年，特斯拉超级工厂落户上海临港。进入特斯拉供应链的，首先是“宁波帮”：提供汽车电子的，是宁波华翔；提供传感器的，是宁波均胜……而给特斯拉提供电池的，是宁德时代和LG化学在溧阳、南京的新建工厂。特斯拉Model 3的零部件国产化率已超过90%，大部分供应商都来自江浙沪包邮区。这说明了一个事实：长三角城市群在汽车产业链上高效协同。据此前的统计，全球汽车零部件Top10中，9家的中国总部都在上海，上海汽车光零部件产值有8000亿。就拿汽车行业紧缺的芯片来说，上海是供应主力，芯片产业规模占全国1/4、集聚超过700家行业重点企业。硬实力加软环境，让马斯克再次狂赌上海。就在上个月，马斯克带来了他的诚意，美国本土外第一座储能超级工厂再次落户上海临港。马斯克钟情于上海，换个角度看，是离不开。3、中国最需要“企业家精神”，需要实干的人李强和马斯克两个截然不同的人，有着同样的执着。李强坚持“吃改革饭、走开放路”，重视民营经济，力推新能源产业。马斯克是个狂热的新能源信徒，宣称要改变世界。这个世界上，从来不缺乏梦想，缺的是脚踏实地，把梦想变成现实的人。汉代王符在《潜夫论·叙录》中曾说，大人不华，君子务实。意思是说，君子要求真务实，不要夸夸其谈。李强和马斯克，一个是政府高层，一个是企业家，但他们有着同一个身份——实干家，身上有着共同的特质就是务实。空谈误国、实干兴邦。在上海主政期间，网上关于“上海错失了互联网机遇”的言论甚嚣尘上。李强十分关注，在他看来，网上议论恰恰是“人们对上海的关心和期盼”。凡是过往，皆为序章。李强十分接地气，自称是“老网民”。他说：“大家都在讨论上海有没有BAT，阿里巴巴全球也就只有一个，感叹这个不如去发现和培养成长性好的科技企业，特别是中小企业，让产业政策、人才政策更多关注这些优秀企业。”这是李强一贯的务实作风。上海无需也不应该有过多不必要的纠结，当务之急是瞄准未来优势，精准发力。近几年以来，妖魔化民营经济的言论时有发生，甚至颇有市场，企业家群体也成为众矢之，有些人的人格甚至受到社会怀疑。信心比黄金更重要，多年的执政生涯，李强可以说是最懂企业家的人之一。在他任职的浙江、江苏等地，有一个鲜明的特征，就是民营经济较为发达，而他最常做的事情是调研。“民营经济一定大有可为！”李强多次强调过。2023年3月11日，李强就任国务院总理。在总理记者会上，他说，自己长期在民营经济比较发达的地方工作，有很多机会接触民营企业家、与他们交流学习，对他们发展中的一些期盼和遇到的一些困难比较了解。李强说，坚持“两个毫不动摇”是我国基本经济制度的重要内容，是长久之策，过去没有变，以后更不会变。在熊彼特的经济学理论中，“企业家”是推动经济发展的唯一主体。这句话在全世界都是通用的。而企业家精神不仅存在于企业中，政府同样需要企业家理念，敢闯敢试、敢于改革，说的就是企业家理念。同样在记者会上，李强说，政府改革要真正做有创造力的执行者，大兴调研之风。”没有调查，就没有发言权“，因为长期在地方工作，他有一个很深的感受：坐在办公室碰到的都是问题，深入基层看到的全是办法。他说高手在民间，到基层去，问需于民、问计于民。作为世界级的企业家，马斯克本人也是个实干家。1995年前后，当李强在浙江任民政厅副厅长时，马斯克还在沃顿商学院求学，他是个狂热的新能源信徒，对电动汽车产品兴趣浓厚，甚至于写了篇论文，探讨如何用超级电容存储能源。当年卖掉Paypal就足以让他成为亿万富翁，潇洒享受人生了。但他却进入了完全陌生的领域，处处碰壁，他坚定地认为“自己的人生使命是拯救人类”。他的大学室友阿迪奥·雷西曾用“疯狂创业者”来形容他，只要他看好的，他会一直前进，直到达到目标。大到一个国家的治理，小到企业的经营管理，就是一个不断出现问题、解决问题的过程。面对逆境和困难时，李强总理说，中国人从来没有被任何困难压倒。他们那一代人，从小就听大禹治水、愚公移山、精卫填海等故事，哪一个不是筚路蓝缕、披荆斩棘。李强力挺“四千精神”，走遍千山万水、说尽千言万语、想尽千方百计、吃尽千辛万苦，四千精神是企业家群体的精神图腾，作为CEO，马斯克最重要的特质或许是他克服逆境的能力，他最喜欢的是丘吉尔的名言：“如果你正在地狱穿行，那就继续前进。”Model S投产时，马斯克在工厂车间里放了张办公桌，他解释说：“如果你在打仗，冲在前线比坐镇后方要好得多。坐镇后方的将军会打败仗。”这样的精神甚至传导到特斯拉的二号人物朱晓彤身上，为了恢复产能，他曾在工厂里睡了两个月。对目标执着、坚定不移地干下去、敢于克服逆境，李强和马斯克身上有着同样珍贵的企业家精神。4、结语改革开放45年，中国成为全球第二大经济体，从来就不是一蹴而就。正如马斯克的超级工厂的落地，离不开李强，但也离不开很多高瞻远瞩的人物。比如万钢，时任中国科技部部长，在美国硅谷，万钢第一次试驾了特斯拉刚刚推出的第一辆双门电动跑车，他痴迷于研究电动车，被西方誉为中国电动车之父。比如当年的国务院副总理汪洋，在《汽车产业中长期发展规划》发布后，与马斯克会晤 。而在与前任总理李克强的会晤中，马斯克将特斯拉开到了紫光阁，拿到了“中国绿卡”。在那里，他说：“我希望能把特斯拉上海工厂打造成全球范例。”“我非常热爱中国，愿意多到这里来。”这个想法已然变成了现实。产业兴，则国兴；产业强，则国强，是一个国家经济发展的真实写照，这个过程离不开一代又一代人的努力。功成不必在我，功成必定有我。前人栽树，后人乘凉。就是因为有这个信念在，中华民族伟大复兴才不是梦。不必着急，时间自会为你证明。","news_type":1},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300585042329912,"gmtCreate":1714404491676,"gmtModify":1714404492936,"author":{"id":"3457751801309024","authorId":"3457751801309024","name":"UUV","avatar":"https://static.tigerbbs.com/bc78ccfc8dc4409ade525fc264c3e839","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457751801309024","authorIdStr":"3457751801309024"},"themes":[],"htmlText":"<a 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先空后多，今天的特斯拉动能十足～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233657433337864","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218714226696472,"gmtCreate":1694421012200,"gmtModify":1694421013344,"author":{"id":"3457751801309024","authorId":"3457751801309024","name":"UUV","avatar":"https://static.tigerbbs.com/bc78ccfc8dc4409ade525fc264c3e839","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457751801309024","authorIdStr":"3457751801309024"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218714226696472","repostId":"218647083290672","repostType":1,"repost":{"id":218647083290672,"gmtCreate":1694414932082,"gmtModify":1694494003287,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"摩根士丹利：受益于Dojo超算，特斯拉股价将飙升至400美元","htmlText":"大摩分析师在一份报告中指出，Dojo超级计算机可以开辟“新的潜在市场”，就像AWS为亚马逊所做的那样。 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