アングル：中国

中国各地で工場の一時停止を引き起こしている電力不足は、中国恒大集団の債務問題よりも経済にはるかに大きな脅威となる可能性があり、投資家の間では鉄鋼や建設など電力不足の影響を受けやすい業種を回避する動きが出ている。

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