中办秘书被换，习被软禁。影武者刘克清火爆网络。习近平倒台，刘克清解禁。习近平又进入了贺电贺信回信的模式。果链三巨头出走，优衣库耐克经营困难，习留下烂摊子

 

中办秘书被换，习被软禁。影武者刘克清火爆网络。习近平倒台，刘克清解禁。习近平又进入了贺电贺信回信的模式。果链三巨头出走，优衣库耐克经营困难，习留下烂摊子

大家好，
我们看最新的新闻联播7月13日，习近平向苏里南当选总统西蒙斯致贺电。
习近平又进入了贺电贺信回信的模式。
其实7月8日习近平去山西考察，完全是打卡。
从7月1日到13日，7月上半个月，习近平什么正事都没干。
2025年7月8日，习近平在山西考察
2025年7月9日，习近平同玻利维亚总统就中玻建交40周年互致贺电
2025年7月10日，习近平向全球文明对话部长级会议致贺信
2025年7月11日，习近平给田华等8为电影艺术家回信
2025年7月12日，播报电影艺术家对总书记回信的反响
2025年7月12日，习近平向苏里南当选总统西蒙斯致贺电。
习近平去山西考察完全就是莫名其妙，因为同期有更重要的活动，金砖峰会和纪念全民族抗战爆发88周年仪式，习近平都没有参加，反而是让李强和蔡奇代为参加。
习近平现在就是完全干一些鸡毛蒜皮的事情。
正事不干。

习近平在阳泉市考察了百团大战纪念馆，并强调弘扬抗战精神，同时，他提出要推动资源型经济转型发展，尤其是煤炭产业的绿色升级。这些议题的重要性很明显不如金砖峰会那样国际瞩目，习近平没有出席金砖峰会和抗战纪念仪式，而是由李强和蔡奇代为参加。这种安排在以往并不常见，尤其是抗战纪念活动，习近平过去多次亲自出席。

这些文书类活动通常具有象征性和外交礼仪性质。频繁发布可能有以下几种解读：

• 维持媒体曝光度：通过贺信、回信等形式保持“在位感”，尤其在缺席重要活动时。
• 传递软性政治信号：例如给电影艺术家的回信强调“文化自信”，可能是对当前意识形态的再强化。这种解释都很难站得住脚，一个总书记把中宣部长的活都干了。

7月12日，中宣部召开学习贯彻习近平总书记给田华等8位电影艺术家重要回信精神座谈会。中共中央政治局委员、中宣部部长李书磊出席并讲话。
中宣部常务副部长胡和平、中宣部副部长、广电总台台长慎海雄、吉林省委常委、宣传部部长曹路宝出席。

中宣部这些骗子，天天就知道撒谎，洗脑。现在中国权力斗争的关键时刻，习近平开始关注起电影了。吴京啊，陈道明这些没骨头的恶心人，跪舔习近平。

当然合理的解释就是，内部权力调整的掩饰：习近平关注电影，真的要演戏。习近平回信措辞风格的变化可能暗示习近平秘书团队更换，甚至是权力结构调整的蛛丝马迹。

 关于回信礼貌用语的变化
2025年习近平回信中缺少“你们好”“来信收悉”等礼貌语，而是直接进入正文。这种风格变化确实引人注意。可能的解释包括：

• 秘书团队更换：新团队风格更简洁，或不熟悉既有文书惯例。
• 刻意简化语言：可能是为了营造更“亲民”或“高效”的形象。
• 权力中枢变化：如果中办接到新的指令，可能反映更深层的政治变动。

习近平天天写回信，反映出，中办都换人了。
蔡奇为什么不陪同习近平去山西考察呢。之前也缺席好多次。

说明中央办公厅好多人都被换掉了。
蔡奇是，现在还没有被正式免掉中办主任的职务。
但是蔡奇的手下，中办的秘书，习近平的秘书早就被换掉了。
习近平回信措辞风格都变化了。
蔡奇也就是顶着中办主任的名头在这里装而已。蔡奇早就指挥不了中央办公厅。
自然习近平也指挥不了中央办公厅。
中央办公厅还是中央警卫局的名义上的上级。
也就是说，现在不管习近平还是蔡奇，都指挥不了中央警卫局。

2025年4月23日，北京人民大会堂东门外广场，习近平为来访的阿塞拜疆总统阿利耶夫举行欢迎仪式。这是全新的国事访问礼仪首次亮相，央视特意强调了这一变化。然而，仪仗队人数从122人缩减至82人，旗帜从26面减少到22面，礼炮装药量从30克降至10克，连军乐团礼号手的红色制服都换成了低调的军绿色。

中央警卫局管辖的军乐团礼号手，制服颜色从红色换成绿色。
习近平现在天天写贺信，贺信的措辞和语言风格的变化。
就证明，习近平已经去去了对中央办公厅和中央警卫局的控制。

习近平现在连贴身警卫都控制不了，那就是被软禁啊。

这名网友说，
最近刘克清火了，国内任何一个大型视频网站随处可以刷到
为什么现在有很多歌唱家刘克清的视频

我们看刘克清在抖音有4万的粉丝。
相关的报道很多，
撞脸习近平，歌唱家刘克清：你知道我这7年是怎么过的吗？
著名男中音歌唱家刘克清因为撞脸习近平，长相违规，在朋友圈求助.
2020年5月12日，网传著名男中音歌唱家刘克清因“长相酷似习近平”自去年9月以来在抖音短视频平台遭遇多次封号，官方解释为“形象违规”，期间刘克清本人不得不多次提交个人证明材料，并向网友求助。
从刘克清本人的描述看，他遭遇的三次封号与网友评论并点赞（习近平名字）触发敏感词、个人头像遭人举报有关：
有网友说，只因太像了。

刘克清本人的说法是
朋友们我们的抖音号昨天给封号了，大家都看不了，都是因为我的形象
惹的事。具体情况是这样的，我5天前以背景莱茵歌剧院注册入住抖音号，
我发了一段有关怎样唱好美声的影片，结果2天之内点击率达到37万人次点赞，
但主要不是点赞我唱的好，而是点赞我长得像一位国家领导。而且很多人
都说出了领导的名字。现在是国庆节期间。
这是2019年9月18日，这个报道是2020年5月。
炒作快1年。
这么多人同时点赞领导的名字，就成了敏感话题，为了不产生麻烦，
他们就把我的抖音影片给屏蔽了，现在我仍然能发抖音影片，可是大家
无法看了。嗨，怎么办啊？朋友，你赶快加我的一个抖音号，不时地看看，
一旦解封了，您就告诉我一声，谢谢。
这是2019年9月18日刘克清发的。
第二年2020年5月9日，刘克清又发贴。
各位朋友，我的抖音号，因为我的头像违规被举报后封号，而且据说是
实名举报通过。所以又再重新审核我，我已经再一次提供了我个人的证明材料，
目前正在等待通过审核，这已经是第三次了，因为形象违规被封帐号了。
谢谢大家最近以来在抖音号上对我的支持点赞。抱歉，在审查通过之前，
您暂时无法在抖音上看到我有关美声歌唱方法的讲解。特此通知。
中国旅欧男中音刘克清，有什么办法可以通过申诉，快点解封吗？

网友说，
他的容貌涉嫌颠覆社会主义政权。
长得有点寻衅滋事…..
声乐分几种唱法？
长得太包。
在朝鮮打飽嗝就是違規，在中國長得像就是違規。
这哥们唱的不错，可惜长相没能避讳。
好无辜的躺枪。
这才艺能秒1000个小学生！
本朝新制，相貌避諱！
有权真好，不仅名字忌讳，肖像也忌讳，赞美不起劲也该抓起来批斗了吧！

这件事情只能说明习近平治国无方，扰民有术。
现在刘克清解禁了，说明习近平下台了。没人搭理他了。

刘克清的“撞脸风波”不仅是一个个体遭遇审查的故事，更是中国网络空间中政治形象、审查制度与民间幽默交织的缩影。他的走红，既是对审查机制的反讽，也是对权力神秘化的解构。

中国「果链三巨头」——蓝思科技、立讯精密、歌尔股份——正集体加速海外布局，特别是向东南亚转移产能，以应对中美贸易紧张与川普政府新一轮关税政策的冲击。这一趋势不仅是企业求生的本能反应，也反映出全球供应链重构的深层动力。

为何东南亚成为新战略基地？

• 避开高关税风险：川普政府即将于8月1日实施新一轮「对等关税」，对中国商品课征高达25%至40%的税率。
• 越南与美国达成关税协议：越南对美出口关税下调至20%，成为果链企业首选。
• 东南亚制造成本低、政策友善：泰国、越南、印尼等地提供税收优惠与土地支持，吸引电子制造业转移。

 果链企业的困境与转型

• 高度依赖苹果：立讯精密2024年来自苹果的营收占比高达75%，歌尔股份也以苹果为主要客户。
• 利润率低，难以承受高关税：果链企业净利率多在个位数，一旦课税，将直接吞噬利润。
• 港股上市成为资金突破口：港交所提供灵活的股权激励与国际融资平台，有助企业全球化发展。

苹果的角色与供应链重构

• 苹果自身也在加速供应链多元化，扩展印度、越南、新加坡等地的产能。
• 果链企业被迫「抱紧苹果大腿」，同步调整产能与地理布局，以维持合作关系与订单稳定。
• 2025年第三财季，优衣库母公司迅销集团净利润同比下降9.7%，中国市场收入下滑约5%，营业利润减少约3%。
• 大中华区门店数首次出现净减少，2025年前5个月关闭9家门店。
• 中国市场收入占比从22.1%降至19.5%，为近年来首次跌破20%。
• 2025财年耐克中国区收入同比下跌13%，少赚约70亿元人民币。
• 全球净利润同比下降44%，中国成为表现最差市场。
• 电商渠道暴跌31%，批发渠道下滑24%，全渠道“雪崩”。

主要原因包括

• 本土品牌竞争激烈：安踏、李宁、特步等在跑步与篮球领域展开正面竞争。
• 新疆棉事件影响：品牌形象受损，消费者情感转向国产品牌。
• 供应链转移问题：越南工厂品控不佳，影响产品质量与口碑。
• DTC战略失误：激进砍掉经销商，导致线下曝光率骤降，消费者体验下降。

优衣库与耐克的困境并非孤例，而是全球品牌在中国市场面临的普遍挑战。
随着中国的经济越来越差，全球品牌在中国市场会面临更大的压力。
习近平果然留下一个烂摊子。
好的，
谢谢大家。

英文翻译

The General Office Secretary was replaced, and Xi Jinping was placed under house arrest. Liu Keqing, the “shadow warrior,” became a viral sensation online. Xi Jinping fell from power, and Liu Keqing was released from congratulations. Xi Jinping has resumed his routine of sending congratulatory telegrams, letters, and replies. The three giants of the Apple supply chain have left, Uniqlo and Nike are facing operational difficulties, and Xi has left behind a mess.

Hello everyone,

We watched the latest news broadcast on July 13th, where Xi Jinping sent a congratulatory telegram to Suriname’s elected president, Simmons.

Xi Jinping has resumed his routine of sending congratulatory telegrams, letters, and replies.

Actually, Xi Jinping’s inspection tour of Shanxi on July 8th was purely a formality.

From July 1st to 13th, the first half of July, Xi Jinping did nothing of substance.

July 8, 2025: Xi Jinping inspects Shanxi Province.

July 9, 2025: Xi Jinping and the President of Bolivia exchange congratulatory messages on the 40th anniversary of the establishment of diplomatic relations between China and Bolivia.

July 10, 2025: Xi Jinping sends a congratulatory letter to the Ministerial Conference on Dialogue of Global Civilizations.

July 11, 2025: Xi Jinping replies to a letter from eight film artists, including Tian Hua.

July 12, 2025: Report on the film artists’ reactions to the General Secretary’s reply.

July 12, 2025: Xi Jinping sends a congratulatory message to Suriname’s elected President Simmons.

Xi Jinping’s inspection tour of Shanxi was completely inexplicable, as there were more important events scheduled concurrently: the BRICS summit and the ceremony commemorating the 88th anniversary of the outbreak of the War of Resistance Against Japan. Xi Jinping did not attend these events, instead having Li Qiang and Cai Qi attend in his place.

Xi Jinping is now only involved in trivial matters.

He’s not doing anything important.

Xi Jinping visited the Hundred Regiments Offensive Memorial Hall in Yangquan City, emphasizing the importance of carrying forward the spirit of the War of Resistance Against Japan. He also proposed promoting the transformation and development of resource-based economies, particularly the green upgrading of the coal industry. While these topics are clearly less internationally significant than the BRICS summit, Xi Jinping did not attend the BRICS summit or the commemoration ceremony for the War of Resistance Against Japan; instead, Li Qiang and Cai Qi represented him. This arrangement is unusual, especially regarding commemorations of the War of Resistance Against Japan, which Xi Jinping has attended personally on numerous occasions in the past.

These written documents are typically symbolic and diplomatic in nature. Frequent releases could be interpreted in several ways:

Maintaining media exposure: Maintaining a sense of presence through congratulatory letters and replies, especially when absent from important events.

Conveying soft political signals: For example, the reply to film artists emphasizing “cultural confidence” might be a reinforcing of current ideology. However, these explanations are difficult to substantiate; it seems a General Secretary is doing the work of the Minister of the Propaganda Department.

On July 12, the Propaganda Department of the CPC Central Committee held a symposium to study and implement the spirit of General Secretary Xi Jinping’s important reply to eight film artists, including Tian Hua. Li Shulei, member of the Political Bureau of the CPC Central Committee and Minister of the Propaganda Department, attended and delivered a speech. Hu Heping, Executive Vice Minister of the Publicity Department of the CPC Central Committee; Shen Haixiong, Vice Minister of the Publicity Department of the CPC Central Committee and Director of the China Media Group; and Cao Lubao, Standing Committee Member of the Jilin Provincial Party Committee and Minister of the Publicity Department, attended the meeting.

These liars in the Publicity Department of the CPC Central Committee only know how to lie and brainwash people. Now, at this crucial moment in China’s power struggle, Xi Jinping has started paying attention to movies. Wu Jing and Chen Daoming, these spineless and disgusting people, are groveling to Xi Jinping.

Of course, the most plausible explanation is that it’s a cover for internal power adjustments: Xi Jinping’s interest in movies is a genuine performance. Changes in the wording of Xi Jinping’s replies may hint at a change in his secretariat team, or even clues to a power structure adjustment.

 Regarding the change in polite language in replies: In 2025, Xi Jinping’s replies lacked polite phrases such as “Hello” and “Your letter has been received,” instead going directly to the main text. This stylistic change is indeed noteworthy. Possible explanations include:

Change in the secretariat team: The new team has a more concise style, or is unfamiliar with existing document conventions.

Deliberate simplification of language: This may be to create a more “approachable” or “efficient” image.

Shifting Power Structure: If the General Office of the Central Committee receives new instructions, it may reflect deeper political changes.

Xi Jinping’s daily correspondence reflects a change in personnel within the General Office.

Why didn’t Cai Qi accompany Xi Jinping on his inspection tour of Shanxi? He had been absent from many previous trips.

This indicates that many people in the General Office of the Central Committee have been replaced.

Cai Qi has not yet been formally removed from his position as Director of the General Office.

However, Cai Qi’s subordinates, including Xi Jinping’s secretaries, have long been replaced.

Xi Jinping’s writing style in his correspondence has changed.

Cai Qi is merely using the title of Director of the General Office as a facade. Cai Qi has long lost control of the General Office.

Naturally, Xi Jinping also loses control of the General Office.

The General Office is still nominally the superior of the Central Security Bureau.

In other words, neither Xi Jinping nor Cai Qi can now command the Central Security Bureau.

On April 23, 2025, at the East Gate Square of the Great Hall of the People in Beijing, Xi Jinping held a welcoming ceremony for visiting Azerbaijani President Aliyev. This was the first public appearance of the new state visit protocol, a change that CCTV specifically highlighted. However, the guard of honor was reduced from 122 to 82 members, the number of flags from 26 to 22, the propellant charge on the cannons from 30 grams to 10 grams, and even the red uniforms of the buglers in the military band were changed to a more understated military green.

The buglers in the military band under the jurisdiction of the Central Security Bureau changed their uniforms from red to green.

Xi Jinping is now writing congratulatory letters daily, and the change in the wording and style of these letters

proves that Xi Jinping has lost control of the General Office of the Central Committee and the Central Security Bureau.

Xi Jinping can no longer even control his personal guards; that’s house arrest.

This netizen said,

Recently, Liu Keqing has become popular; you can find him everywhere on any major video website in China 

Why are there so many videos of singer Liu Keqing now?

We see that Liu Keqing has 40,000 followers on Douyin.

There are many related reports, such as, “Looking like Xi Jinping, singer Liu Keqing: Do you know how I’ve spent the past 7 years?” Renowned baritone singer Liu Keqing sought help on social media after being accused of violating regulations by resembling Xi Jinping.

On May 12, 2020, it was reported online that Liu Keqing’s account on Douyin (TikTok) had been repeatedly suspended since September of the previous year due to his striking resemblance to Xi Jinping. The official explanation was “image violation.” During this period, Liu Keqing had to submit personal supporting documents multiple times and appeal to netizens for help.

According to Liu Keqing’s own description, the three account suspensions were related to netizens commenting on and liking posts containing Xi Jinping’s name, triggering sensitive keywords, and his profile picture being reported:

Some netizens said it was simply because he looked too much like Xi Jinping.

Liu Keqing himself stated, “Friends, our Douyin account was suspended yesterday. Everyone can’t watch videos anymore, all because of my image.” Here’s the situation: Five days ago, I registered a Douyin account with the background of the Rhine Opera House.

I posted a video about how to sing bel canto well, and within two days it received 370,000 likes.

But the main reason for the likes wasn’t for my singing, but for the resemblance to a national leader. Many people even mentioned the leader’s name. This is during the National Day holiday.

This was on September 18, 2019, and the report is from May 2020.

This hype has lasted almost a year.

So many people liking the leader’s name at the same time became a sensitive topic. To avoid trouble,

they blocked my Douyin videos. I can still post videos, but no one can watch them. What should I do? Friend, quickly add one of my Douyin accounts and check it occasionally.

Let me know once it’s unblocked, thank you.

This was posted by Liu Keqing on September 18, 2019.

On May 9, 2020, Liu Keqing posted again. Dear friends, my Douyin account was suspended after being reported for violating regulations regarding my profile picture, and apparently, it was a verified report. So, I’m being reviewed again. I’ve provided my personal supporting documents once more, and I’m currently waiting for approval. This is the third time my account has been suspended for violating regulations regarding my appearance.

Thank you all for your support and likes on my Douyin account recently. I apologize, but until the review is approved,

you will not be able to see my explanations of bel canto singing methods on Douyin. This is a formal notice.

Is there any way to appeal and get my account unblocked quickly, for Liu Keqing, a Chinese baritone who has performed in Europe?

Netizens say that

his appearance is suspected of subverting the socialist regime.

He looks a bit like a troublemaker…

What are the different singing styles?

He looks too…unconventional.

In North Korea, burping is a violation; in China, looking like someone is a violation.

This guy sings well, but unfortunately, he couldn’t hide his appearance.

How innocent he is, getting caught in the crossfire.

This talent could outshine 1000 elementary school students!

The new system of this dynasty: Avoidance of physical appearance!

It’s good to have power; not only is your name taboo, but your image is too. If you’re not enthusiastic about praising someone, you should be arrested and criticized!

This incident only shows Xi Jinping’s incompetence in governing the country, but his skill in harassing the people.

Now that Liu Keqing is unbanned, it means Xi Jinping has stepped down. Nobody cares about him anymore.

Liu Keqing’s “lookalike controversy” is not just a story of an individual facing censorship, but also a microcosm of the intertwining of political image, censorship system, and popular humor in Chinese cyberspace. His rise to fame is both an irony of the censorship mechanism and a deconstruction of the mystification of power.

China’s “Apple supply chain giants”—Lens Technology, Luxshare Precision, and Goertek—are collectively accelerating their overseas expansion, especially shifting production capacity to Southeast Asia, to cope with the impact of US-China trade tensions and the Trump administration’s new round of tariffs. This trend is not only an instinctive reaction for corporate survival, but also reflects the deep-seated driving force of global supply chain restructuring.

Why has Southeast Asia become a new strategic base?

Avoiding High Tariff Risks: The Trump administration is set to implement a new round of “reciprocal tariffs” on August 1st, imposing tariffs of 25% to 40% on Chinese goods.

Vietnam and the US Reach Tariff Agreement: Vietnam’s export tariffs to the US have been reduced to 20%, making it the preferred choice for Apple supply chain companies.

Southeast Asia Offers Low Manufacturing Costs and Favorable Policies: Thailand, Vietnam, Indonesia, and other regions offer tax incentives and land support, attracting the relocation of the electronics manufacturing industry.

 The Dilemmas and Transformation of Apple Supply Chain Companies

High Dependence on Apple: Luxshare Precision’s revenue from Apple accounted for as much as 75% in 2024, and Goertek also relies heavily on Apple as a major customer.

Low Profit Margins, Unable to Withstand High Tariffs: Apple supply chain companies typically have single-digit net profit margins; tariffs would directly erode profits.

Hong Kong Stock Exchange Listings as a Funding Breakthrough: The Hong Kong Stock Exchange offers flexible equity incentives and an international financing platform, facilitating the globalization of companies.

Apple’s Role and Supply Chain Restructuring

Apple itself is also accelerating supply chain diversification, expanding production capacity in India, Vietnam, Singapore, and other locations.

Fruit supply chain companies are forced to “cling tightly to Apple,” simultaneously adjusting their production capacity and geographical layout to maintain stable partnerships and orders.

In the third fiscal quarter of 2025, Fast Retailing, the parent company of Uniqlo, saw its net profit decline by 9.7% year-on-year, with revenue in the Chinese market falling by approximately 5% and operating profit decreasing by about 3%.

The number of stores in Greater China experienced its first net decrease, with 9 stores closing in the first five months of 2025.

The revenue share of the Chinese market dropped from 22.1% to 19.5%, falling below 20% for the first time in recent years.

In fiscal year 2025, Nike China’s revenue fell by 13% year-on-year, resulting in a loss of approximately 7 billion yuan in profits.

Global net profit declined by 44% year-on-year, with China becoming the worst-performing market.

E-commerce channels plummeted by 31%, and wholesale channels declined by 24%, resulting in a “collapse” across all channels.

Key reasons include:

Intense competition from domestic brands: Anta, Li-Ning, and Xtep are directly competing in the running and basketball sectors.

The impact of the Xinjiang cotton incident: Brand image was damaged, and consumer sentiment shifted towards domestic brands.

Supply chain relocation issues: Poor quality control in Vietnamese factories impacts product quality and reputation.

DTC strategic missteps: Aggressively cutting distributors led to a sharp drop in offline exposure and a decline in consumer experience.

The predicaments of Uniqlo and Nike are not isolated cases, but rather a common challenge faced by global brands in the Chinese market.

As China’s economy deteriorates, global brands will face even greater pressure in the Chinese market.

Xi Jinping has indeed left behind a mess.

Okay, thank you everyone.