兩山大說: ~~中國汽車之起,台灣車廠賺的錢遠比車胎廠的錢少,因為車廠是大陸國營車廠合資的天下,捉大放小,輪胎就有台資拼戰的空間.

~~在中國國企(國家利益)優先之下,石化,鋼鐵,汽車等重工業的市占空間是被管制的,只有小的,不被注意的,才有自由擴展的空間,就如康師傅的泡麵...

this is very interesting indeed. financials probably will have a hard time extending there...retail stores however are having a good run.