중국의 경제 위기: 비용 상승과 고용 시장의 어려움

### 중국 경제의 도전 과제: 물가 상승, 고용 시장의 어려움, 부채 문제
* 📉 중국 경제가 침체에 직면하면서 고용 시장이 긴축되고 있으며, 이로 인해 **소비자 지출이 감소**하고 사회적으로 심각한 문제가 발생하고 있습니다.
* 💰 특히 생필품의 지속적인 가격 상승으로 **시금치는 18.98위안, 오이는 6.99위안**으로 생활비가 상승하여 주민들에게 큰 부담을 주고 있습니다.
* 🥦 현재 과일은 **8~10위안**, 돼지고기는 **30위안에 육박하는 등 치솟는 식품 가격**으로 인해 어린이를 포함한 많은 시민들이 영양실조 위험에 처해 있습니다.
* 🏢 **2,800만 위안에 거래되던 중고 주택이 현재 예상보다 낮은 가격에 팔리는 등 부동산 가격이 크게 하락**했다는 보도가 나오는 등 주택 시장도 어려움을 겪고 있습니다.
* 🚦 취업 시장의 경쟁이 치열해지면서 많은 젊은이들이 **택시나 배달 운전과 같은 대체 일자리를 찾고** 있고, 기존 기업들은 **파산에 직면**하고 있습니다.
* 💔 스트레스가 많은 생활 및 업무 환경으로 인해 **심근경색과 같은 심각한 질환이 발생하는 사례**가 증가하는 등 젊은 직장인들 사이에서 건강 문제가 증가하고 있습니다.
* 📊 지방 정부의 부채는 **약 100조 위안**에 달해 경제 성장을 촉진하는 능력에 심각한 영향을 미치고 있으며, 급여 삭감과 서비스 축소로 이어지고 있습니다.
* ⚠ 전문가들은 중대한 정책 변화가 없다면 **중국 경제가 부채, 침체된 시장, 내수 부족의 무게**로 인해 계속 어려움을 겪을 수 있다고 경고합니다.

중국 경제는 생활비 상승, 고용 시장 압박, 부채 증가로 어려움을 겪고 있으며, 이로 인해 시민들은 광범위한 어려움을 겪고 있습니다.

Hello, this is Lee Tae-hyun. As the Chinese economy faces a downturn, the job market is tightening, and consumer willingness to spend is decreasing. These factors are combining to create many abnormal phenomena in society. Internet users emphasize that they have never encountered such situations in the past and highlight the difficulties currently faced by the Chinese economy. The continuous rise in prices is increasing the pressure of living costs. The prices of essential goods, such as vegetables and fruits, have skyrocketed and are even comparable to meat prices. This is putting a heavy burden on residents' lives and significantly reducing their sense of happiness. In the video, you can see that 500 grams of spinach costs 18.98 yuan, which is about 3,500 won, while 500 grams of cucumbers cost 6.99 yuan, or about 1,300 won. Poor children are at risk of malnutrition. Life for the citizens is truly very difficult. The price of fruit has risen to 8 to 10 yuan, and even beef is priced at 4 to 5 yuan per jin.

The price of pork has become outrageous, nearly rising to 30 yuan. Originally, it was mostly around 20 yuan. Now, what can you buy for a hundred yuan? A bottle of canola oil, a box of Wuhan, and about two pounds of shrimp. Moreover, recently, gas prices have doubled, even in the middle of summer. The monthly electricity bill will exceed 1,000 yuan. How do people earning 4,000 or 5,000 yuan manage to live? Notably, many white-collar workers in Shanghai have started bringing lunch from home, resulting in a significant drop in consumption levels. The woman featured in the video is challenging herself to live on 500 yuan, approximately 93,000 won, for her living expenses in Shanghai. Living for a month in Shanghai on 500 yuan, on the ninth day of August: Good morning! This morning, I had military rice, and for lunch, I just packed a simple bento for work. I'm just getting by. After work, I plan to eat some spicy sauce.

I bought onions, cilantro, and garlic, and I also purchased three small peppers for 6.9 yuan. I got five eggplants for only 11 yuan. I'm planning to dry these to make dried eggplant. I bought five peppers for just 14 yuan, while at the supermarket, they sell for around 20 yuan per pound. I really got a good deal! For dinner, I had simple dumplings and sausages, along with a glass of lemon water. Today, I spent 38.8 yuan, and there are still 22 days left in August. My food budget is 500 yuan, and I have 214.33 yuan remaining. Young people from rural areas are really struggling to make a living in big cities. Some live in cramped basements, while others barely get by in shabby apartments. This video shows my actual life living in a new room worth 500 yuan, which is about 9,500 won, in the northern region.

The second floor is used, but there is no sink in the bathroom, so washing up is done in the yard, and the kitchen is very shabby. A woman from Shanxi living in the spiritual area pays a rent of 2,500 yuan, approximately 467,000 won, to live in a basement, and she is reportedly solving her meals with instant noodles. Not only is the living environment poor, but the working conditions are also less than ideal. Job seekers in Guangzhou and Shenzhen have been unable to find jobs, leading many to turn to taxi or delivery driving, resulting in fierce competition. A blog by Hoon pointed out that the current job market for general laborers has changed significantly. According to her, the number of taxi drivers and delivery workers nationwide is approaching nearly 100 million. Meanwhile, many locals who have become wealthy through redevelopment are enjoying an early retirement. This polarization is causing more and more young people to leave the frontline cities, resulting in a significant increase in the vacancy rate of urban homes. In such a competitive environment,

Young people need to put in more effort to stand out. As a result, high-intensity work and a Buddhist lifestyle have become part of daily life. Consequently, an increasing number of young people are experiencing age-related diseases and even mental health issues such as depression and hallucinations. The woman featured in the video is a 16-year-old elementary school teacher diagnosed with end-stage chronic uremia. She reportedly often held in her urine and had irregular meals. Yesterday, a 25-year-old patient with acute myocardial infarction was admitted to our department. The attending doctors were very busy trying to save him, but fortunately, they were able to remove the blood clot in his blood vessels. In recent years, there has been a growing number of young people in their 20s suffering from coronary artery disease or myocardial infarction. Many long-established companies in Guangdong and Shenzhen have gone bankrupt one after another, leaving workers lining up to receive compensation.

It is impressive that the one-person media in Guangdong Province has mentioned that Shenzhen, once famous as the world's factory, is quietly changing. People there no longer talk about which company is hiring, but rather focus on which factories are closing. The leading company in the global toy industry, Mattel Group, is an American-funded company that invested in the Pearl River Delta to build factories during the early stages of China's reform and opening up. Its subsidiary, the Zhongmei Wanggu factory in Nanhai, Foshan, which produces Barbie dolls, is celebrating its 40th anniversary this year. However, at this point, discussions in the industry have been further fueled by news that Mattel's Foshan factory will relocate its production in 2014, accelerating the conversation about Mattel's exit from China. This not only poses a serious blow to the Chinese economy but also threatens social stability. A recent report from the Hong Kong-based NGO China Labor Bulletin...

According to the report, in the first half of 2024, China experienced 757 incidents of human rights protection and strike protests, an increase from 696 incidents during the same period last year. Among these, the construction industry had the highest rate at 47.8%, followed by the manufacturing sector at 32.4%. Combined, these two sectors accounted for 577 incidents of protests, up from 517 incidents last year. Furthermore, not only is corporate profitability declining, but it is also becoming increasingly difficult to maintain small businesses and general shops, leading to a constantly worsening economic environment. To survive, some merchants in Beijing are even resorting to negotiating rent waivers. Tenants can maintain their lease if they pay their water and electricity bills on time. Beijing has set records in the luxury housing market, but what is noteworthy now is not the purchase of high-priced homes but the decline in housing prices. Currently, the situation is that when buyers sell real estate, they often cannot recover the original purchase price or market value.

We are in a situation where houses must be sold at prices lower than expected. This reflects a market downturn or the formation of a buyer's market, and sellers need to lower prices for a quick sale. Zhongxin Anfu, located in the western suburbs of Beijing, once attracted significant attention due to its prime location and scarcity. In the past, the price of second-hand houses in this area exceeded 200,000 yuan per square meter, with total prices reaching tens of millions of yuan. Last year, the second phase of this project, housing 550 units, sold out within a day without any special promotions. However, as we approach the third phase launch at the end of May this year, despite sufficient promotion and customer accumulation, only 30 out of a total of 150 units have been sold, resulting in a sales rate of less than 20%. Recently, a second-hand house priced at 28 million yuan has a cost of 141,800 yuan per square meter, while the selling price of new apartments is 155,000 yuan, making it a landmark luxury apartment.

Some of the traded apartments have prices close to 100,000 yuan per square meter. One of them, located at 181 Jemiro, including a parking space, was traded for 18.5 million yuan, which is approximately 3.5 billion won. Excluding the parking space, the price per square meter is about 100,000 yuan. Last year, the highest transaction price for similar housing was 27 million yuan, which translates to 149,000 yuan per square meter, and there is also information from brokers that at one point, the highest price reached 30 million yuan, around 5.7 billion won. This area features a newly completed apartment complex that opened last year. The high-end apartments built here have recently seen a drop of 6.8 million yuan and already have a market value. The living room and dining room are 72 square meters, and you can enjoy the sunset view from the home. There is also a parking space and a room with a password. Additionally, this area symbolizes the core industry of the region's luxury housing. Last month, a large bedroom of 223 square meters was traded in this project, and the total price for the middle floor is...

The price per square meter has fallen to 100,000 yuan, equivalent to about 48 million won for 22 million yuan. In May of last year, similar types of houses were traded at 3.85 million yuan, approximately 60.5 billion won, at a price of 142,000 yuan per square meter. In just one year, the total price has decreased by nearly 10 million yuan, around 1.9 billion won. In 2024, real estate price control policies have already been implemented in at least 11 cities, including Shenyang and Ningde. Industry experts report that the removal of these controls could lead to a sharp drop in real estate prices in some regions. For example, in the Wanhuan District of Wuyuan, the project price has decreased from about 23,000 yuan per square meter to 1,500 yuan. Similarly, the price of the Huangge Buliman project in Guangzhou has dropped from 20,000 yuan per square meter to 13,300 yuan. Experts in the industry suggest that the removal of price controls could trigger a significant decline in prices in certain areas, potentially resulting in unfavorable adjustments in the market.

I would like to point out that Jang Da, a senior expert at the Central Plains Real Estate, states that despite various policies implemented by the Chinese authorities to stimulate the real estate market, the downward trend in the market continues unabated. According to data, during the first seven months of this year, the total revenue of the top 100 real estate companies decreased by 40.1% compared to the previous year. Jang is concerned that the price decline in the Chinese real estate market could worsen due to the oversupply accumulated over several years, and he warns against purchasing real estate that may carry the risk of unfinished properties. Taiwanese scholar Liu Ming-jin analyzes that while the Chinese economy is nearing a bottom, it remains to be seen when it will rebound. He points out that the lack of domestic demand, local government debt issues, the stagnation of the real estate market, and the instability of household financial structures are major factors hindering economic recovery. Ming-jin particularly emphasizes the employment issue and...

The debt of local governments is currently a key issue in the economic recovery, and local governments are emphasizing that they can no longer promote investment through infrastructure construction due to the overwhelming burden of debt. According to reports, the problem of local government debt in China is becoming increasingly serious, with the total amount of bonds issued by local governments reaching approximately 4.2 trillion yuan, equivalent to about 798 trillion won, in the first seven months of 2024. The debt of local governments is estimated to be around 100 trillion yuan, approximately 1,900 trillion won. It is expected that the issuance of local government bonds will peak in the coming months. Experts warn that the pressure of local government debt has already reached its limit, and there is currently a lack of funds to even pay interest. Economist Li Xiang from the U.S. Institute for Strategic Studies notes that local governments are attempting to take on new debt through refinancing bonds to repay existing debts, but the debt crisis persists.

They said it is insufficient to resolve the issue, as the total amount of debt is excessively large, with interest alone reaching several trillion yuan. Local governments have no way to repay the principal and are forced to continue issuing bonds. According to official data from the Chinese government, as of the end of June 2024, the outstanding debt balance of local governments nationwide was 42.6 trillion yuan, approximately 89.4 trillion won. However, the actual debt size may be larger. According to Goldman Sachs estimates, potential debt, including local government financing platforms, totals 94 trillion yuan, about 178.6 trillion won. Faced with such massive debt, local governments have lost their repayment capacity, and in some regions, financial difficulties have arisen, leading to phenomena such as salary cuts and reductions. Newly issued bonds are mainly used for infrastructure construction, but their effectiveness has been less than expected, and some special bond funds have been misallocated.

The state is either in a normal condition or being used abnormally. The report points out that local governments are perpetuating a vicious cycle by continuously passing on the debt problem to state-owned enterprises and banks. Large state-owned enterprises and banks must hold these bonds, which could ultimately lead to a debt explosion crisis. Consequently, Goldman Sachs has downgraded the stock ratings of major Chinese state-owned banks. Yen Jianfa, head of the Democratic Progressive Party's office in China, noted that strict controls on external environments, restrictions on technology imports, and capital outflows have led to a stagnation in China's export and domestic markets, making it difficult for the economic situation to improve. Yen Jianfa criticized Xi Jinping's economic policies from the Cultural Revolution era, assessing that such political measures are not suitable for economic development. He pointed out that the current public ownership economic system in China lacks support for private enterprises, which is exacerbating capital outflows. The real estate market's

Due to serious losses and increasing internal and external economic pressures, Xi Jinping's policies are facing greater challenges, and his method of consolidating power is worsening the influence of other leaders, putting the Chinese economy in a difficult situation. This concludes today's video. Thank you for watching.

【중국인사이트】 中 지방정부 부채 100조 위안! 은행에 떠넘겨! 전문가 한계 도달?! (이태연 보도)

《칸중국》코리아

어려움을 겪고 있는 중국 경제와 주민들에게 미치는 영향

중국 경제가 침체기에 접어들면서 고용 시장이 위축되고 소비 지출이 감소하고 있습니다.

채소, 과일 등 필수품의 가격 상승으로 인해 주민들의 생활비 부담이 커지고 있습니다.

많은 사무직 근로자들이 비용을 절약하기 위해 집에서 점심을 가져오고 있으며, 농촌 지역의 일부 젊은이들은 대도시에서 비좁은 환경에서 생활하는 등 생계를 위해 고군분투하고 있습니다.

중국 도시 지역의 젊은 근로자가 직면한 과제

중국 도시 지역의 일부 청년 노동자들의 생활 환경은 열악하며, 시설이 부족하고 임금이 낮은 일자리가 많습니다.

취업 시장은 경쟁이 치열해져 많은 사람들이 택시나 배달 운전으로 눈을 돌리고 있습니다.

이러한 경제적 양극화로 인해 도시 주택 공실률이 크게 증가했으며, 젊은이들 사이에서 노화 관련 질병과 정신 건강 문제가 증가하고 있습니다.

중국의 인권 시위와 주택 시장 침체

2024년 상반기 중국에서는 인권 보호와 파업 시위가 증가했으며, 건설 및 제조 부문이 사건의 대부분을 차지했습니다.

경제 환경이 악화되면서 베이징의 일부 상인들은 생존을 위해 임대료 면제를 협상하고 있습니다.

고급 주택 시장은 가격 하락을 경험하고 있으며, 판매자가 원래 구매 가격을 회복하기 위해 고군분투하면서 구매자 시장이 형성되고 신규 개발의 판매율이 낮아지고 있습니다.

중국의 부동산 가격은 크게 하락하여 2024년에는 평방미터당 가격이 10만 위안까지 떨어질 것으로 예상됩니다.

최소 11개 도시에서 가격 통제 정책이 시행되면서 프로젝트 가격이 급격히 하락했습니다.

업계 전문가들은 이러한 규제가 철폐되면 하락세가 더욱 악화될 수 있다고 경고하고 있으며, 상위 100대 부동산 기업의 매출은 전년 대비 40.

1% 감소한 것으로 나타났습니다.

중국 지방 정부의 부채 위기 증가

중국의 지방 정부 부채는 2024년 첫 7개월 동안 약 4조 2,000억 위안의 채권이 발행되었고 총 부채는 약 100조 위안으로 추정되는 등 증가세를 보이고 있습니다.

지방정부 채권 발행은 곧 정점에 달할 것으로 예상되지만, 전문가들은 지방정부가 이자조차 감당하지 못하는 등 부채 위기가 악화되고 있다고 경고합니다.

막대한 부채 부담으로 인해 일부 지역에서는 재정난이 발생하여 급여를 삭감하고 새로 발행한 채권의 자금을 잘못 배분하는 일이 발생하고 있습니다.

중국 지방 정부가 국유 기업과 은행에 부채를 떠넘기고 있어 잠재적인 부채 폭발 위기가 우려되고 있습니다.

골드만삭스는 이 문제로 인해 중국 주요 국유 은행의 주식 등급을 하향 조정했습니다.

외부 환경에 대한 엄격한 통제와 민간 기업에 대한 지원 부족으로 자본 유출이 악화되고 중국의 수출 및 내수 시장이 침체되고 있습니다.

【중국인사이트】中 지방정부 부채 100조 위안! 은행에 떠넘겨! 전문가 한계 도달?! (이태연 보도)

【중국인사이트】中 지방정부 부채 100조 위안! 은행에 떠넘겨! 전문가 한계 도달?! (이태연 보도)

【중국인사이트】 中 지방정부 부채 100조 위안! 은행에 떠넘겨! 전문가 한계 도달?! (이태연 보도)

【중국인사이트】 中 지방정부 부채 100조 위안! 은행에 떠넘겨! 전문가 한계 도달?! (이태연 보도)

【중국인사이트】中 지방정부 부채 100조 위안! 은행에 떠넘겨! 전문가 한계 도달?! (이태연 보도)

【중국인사이트】中 지방정부 부채 100조 위안! 은행에 떠넘겨! 전문가 한계 도달?! (이태연 보도)