【柯隆の真相解説】中国全人代で見えた厳しい経済【“成長時代”の終焉】

[Overview] What are the "official messages" of China reflected in the National People's Congress (NPC), and what lies behind them? The Chinese economy is said to be caught in a negative spiral. The sluggish growth of the service industry, which supports employment, is also a cause for concern. This video focuses on the NPC, with full-time researcher Ke Long providing a clear explanation of its system and this year's characteristics. We will analyze the government's aims and limitations, including the lowered 2026 economic growth target, structural problems that cannot be absorbed by strengthening the semiconductor and AI industries, and the implications of the policy to strengthen anti-corruption measures. Furthermore, we will consider why measures to improve the supply-demand gap and address sluggish consumption were "not sufficiently addressed" at this year's NPC, the background to this, the implications of bankruptcies among small and medium-sized enterprises, and the direction of strategies such as the US market strategy. ▼Speaker: Ke Long (Full-time Researcher, Tokyo Foundation) Born in 1963 in Nanjing, Jiangsu Province, People's Republic of China. Came to Japan in 1988 and enrolled in the Faculty of Law and Economics at Aichi University. Graduated from the same university in 1992. Completed a Master's program at Nagoya University Graduate School in 1994 (obtained a Master's degree in Economics). *Researcher profile page here: https://www.tkfd.or.jp/experts/detail... Recording date: March 17, 2026 (Disclaimer) Please note that the content and opinions expressed in this video are the personal views of the participants and do not necessarily represent the official views of the Tokyo Foundation. ▼Related pages and materials here: https://www.tkfd.or.jp/research/detai... [CHAPTER] 00:00 The Chinese Economy as Seen Through the Five-Year Plan 01:06 The National People's Congress, the Highest State Power Institution 03:43 Are Targets Becoming "Peasing" Due to Economic Deterioration? 07:47 Even if you make something, it won't sell 10:19 The "Collapse" of the Service Industry 13:12 The Reasons for Not Taking Solutions 14:03 Impact on US Strategy 15:17 What Will Be Caused by Strengthening Semiconductors and AI 17:56 20% Increase in Corruption Prosecutions 22:25 A Turning Point? China's Economic Growth #TokyoFoundation #ChineseEconomy #ChinaGDP #NationalPeople'sCongress #15thFiveYearPlan #AI ​​#HighTechIndustry #KeLong