「消滅美國霸主 要冒上先被大佬打死風險」

Quest

業績潮文妙論中美貿戰「消滅美國霸主 要冒上先被大佬打死風險」

業績期快將結束，正當大家覺得大部份業績驚喜欠奉之際，昨晚公佈半年成績表的CHINA PROPERTIES（1838），就反而有意另類驚喜。CHINA PROPERTIES半年收入2878萬元（人民幣，下同），按年大減72.3%，但受惠投資物業公平值大增，純利則增加19.9%，至2.78億元。

不過，CHINA PROPERTIES業績最搶眼的都不是財務表現，吸晴位在管理層的「業務回顧及展望」一欄，當中有對中美貿戰的獨特見解，再夾雜廣東話口語、兼引經據典撰寫，寫作手法非常驚喜，例如直指「打晒全世界」的特朗普沒有毛澤東「韓信更忍跨下之辱」的智慧，「要整冧中國的模式，也不是係借火這麼容易」，精彩全文如下：

「10年前美國狂印鈔票輸出全世界。現在美國與全世界為敵，要將輸出的美金（於今年第一季度新興市場的美金債已逼近3.7萬億）和遷出美國的供應鏈搬師回朝，整冧別國的資產市場和全球供應鏈佈局。所以美國的敵人特別多，幸好川普沒有毛澤東的智慧，拉一個打一個，佢係打晒全世界。但要消滅美國這個霸主不容易，歷史上要踢走大佬，都是要冒上先被大佬打死的風險，但中國足智多謀，鄧小平說：要摸著石頭過河，江澤民說：要悶聲發大財，韓信更忍跨下之辱。但造就了一個又一個「奇世」。今天美國把貿易戰打得翻天，不過以川普的智慧，要整冧中國的模式，也不是係借火這麼容易。只是大戰在即，有危就有機。所以本集團的既定方針不變，雖然部分項目正等待政府的新規劃而延誤，但令股東盈利始終是本集團的目標。」

英文版一樣精彩：

10 years ago, the U.S. printed money like crazy and exported U.S. dollars all over the world. Now, the U.S. has become a global enemy, trying to bring back the exported U.S. dollars (the U.S. dollar debt of the emerging market in the first quarter was close to 3.7 trillion) and supply chains, as well as to undermine the asset markets of other countries and the global supply chain order. No wonder the U.S. has made a lot of enemies. Fortunately, Trump does not have the same wisdom as Mao Zedong in making alliance with one while fighting another. He wants to fight the world. But to defeat the U.S. hegemony is not an easy task. The history told us that those who wanted to kick out the big brother would run the risk of being wiped out. Nevertheless, Chinese are savvy and resourceful. Deng Xiaoping said, “we should grope our way across the river, going one step at a time”. Jiang Zemin said, “keep a low profile to make a big fortune”. Han Xin demonstrated his immense ability to endure humility in order to preserve his existence for future accomplishments. Such wisdoms contributed to the creation of incredible historical achievements one after the other. Today, the U.S. is pushing the trade war to the limit. Yet, it is not easy to cripple the China model, even with Trump’s wisdom. With a looming war, there are risks as well as opportunities. Therefore, the Group’s established policies will remain unchanged. While some projects are delayed pending for the government’s new plan, the Group will always ensure that Shareholders’ benefits are well taken care of.

CHINA PROPERTIES在內地從事物業發展及投資，大東股為本地發展商太平協和主席汪世忠。