中国官方一直在塑造这样一种希望：中国制造的“新三样”——电动汽车、锂电池和太阳能电池，正在成为拉动中国经济的新引擎。今年，国产大语言模型 DeepSeek 横空出世，让很多人重新找回了一种民族科技和文化的信心。
另一个中国里，却是截然不同的景象：欠薪事件频发，失业问题严重，消费疲软，社会保障不足，地方债务危机加重，年轻人因失去希望而不愿结婚生子……
为什么“两个中国”同时存在？技术突破和产业升级，为什么没有变成普通人的“好日子”？本期节目，袁莉和李厚辰一起谈论，为什么“新三样”和AI救不了中国经济？
李厚辰是「翻转电台」和 YouTube频道「世界苦茶」的主持人，也是一位时事和经济分析专栏作家，他带来了他对中国经济现象的分析和观察，例如科创表面蓬勃，背后却是风投和民间投资的逐年萎靡；华为等大公司总是为了“国家安全”在重复发明；被誉为希望的电动汽车产业实际上饱受价格战和产能过剩之累……袁莉则带来她常年对科技和商业领域的采访观察。欢迎收听本期节目。
时间轴：
01:57 “中国的经济就像吃了兴奋剂的人”，局部繁荣难以掩盖系统性萧条
06:56 中国经济中的资源如何错配？
08:29 合肥模式与产业投资泡沫
11:38 风投行业这么萎靡，这么多初创企业从哪儿来的？
14:48 大公司科创困境：为了国家安全重复发明“轮子”
20:46 中国企业“战术上勤奋，战略上懒惰”？
22:35 价格战 、产能过剩、毛利降低：电动车行业即将暴雷？
28:31 新三样在国际贸易中真的那么如鱼得水吗？
33:52 为什么新质生产力无法拯救经济疲软？
35:31 出口补贴越高，财政税收拖累越严重
38:30 “比亚迪过去五年净利润940亿，从政府拿了860亿现金补贴”
41:32 新质生产力靠国家巨额补贴推动，并非市场行为
42:49 AI提升生产力的同时也制造更多失业
48:46 为什么中国政府如此痴迷新质生产力？
57:23 嘉宾推荐
嘉宾推荐：
黄道炫《铁水流：战时中共革命系统的运作（1937-1945）》
Harukata Takenaka《Failed Democratization in Prewar Japan》
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