产业内卷与软预算约束机制
分析新三样、芯片及机器人等工业领域因软预算约束导致的产能过剩与内卷。
odus@odusChina’s Discounts and Three Paths: Why High-Profit Businesses Struggle to Survive in China
The New Three Products Price War；China’s Discounting and Profit Shredder
Sdreavmer@SdreavmerLow profits in the middle tier of industrial economies: four paths beyond mere monopoly-driven clearing
Solutions to the low-profit predicament of mid-tier companies in industrialized countries；The formation of the German-Japanese niche-market model and institutional safeguards
Sdreavmer@SdreavmerSoft Landing for Mid-Tier AI Enterprises: The Tension Between Short-Term Stability and Long-Term Attrition
Comparison of China-US AI Industry Models and Western Giant Stop-Loss Mechanisms
odus@odusInvolutionary Thrust: Capital Anxiety, Startup Leapfrog, and Humanoid Robot Specimens
Soft Budget Constraints vs. Corporate Efficiency；Price Wars and Overcapacity；Humanoid Robot Startup Leapfrog