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published in(发表于) 2016/12/11 7:56:52
Media: China’s “factory of the world“ to “global investors“ changes

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中文

Media: China's "factory of the world" to "global investors" change-the world's factory, China-IT information

Japanese media said the recently reported that in mainland China for United States Apple assembled products of Taiwan's Hon Hai precision industry is discussed to the United States for production. Previous outgoing Apple products into the United States production news, but seem to have reason to believe is not bluffing this time, due to the incoming of a new United States President, Trump announced on China's domestic tariff increases.

According to the Nikkei English, December 5, Hon Hai is the world's largest electronics manufacturing services provider. The Apple iPhone-centric company, through the well-known enterprises entrusted with the production of products in mainland China and developed into a giant, had also bought sharp, can be said to be known as the "workshop of the world" representation of China enterprise.

Reported that, with China's soaring labor costs, Apple and Hon Hai's shifted their production to China a lopsided situation, is to Brazil and India expanded the factory. Follow this trend, has occasionally appeared to the United States to transfer messages, but in the United States production costs will rise sharply, it ultimately did not make the final decision. If, however, impose high tariffs on Chinese products in words, to the United States to transfer production may no longer be an empty phrase.

Even without being subject to high tariffs, China domestic seems to have died in the United States the loss of competitiveness. From 2015, the times published an article entitled ' in the Chinese media made in China from the United States market in the article disappears. Article says, the United States bought 7 pieces of sports brands such as Nike, adidas clothing, only one of them made in China.

The report attached to the purchased labels in photos, recorded separately for Viet Nam, and Indonesia, and Egypt, Bangladesh, Thailand and China. Also refers to Panasonic and Samsung Electronics company out of China.

China's engine of growth from exports to domestic demand

Mass production of cheap products for export to China from around the world "world factory" formed after the image in this century, however, this export-dependent structures 2008 Lehman shock, due to economic recession in developed countries, China's exports decline. The Chinese Government's policy to expand domestic demand, China's economy gradually transformed into the structure of domestic-led growth.

Even if the United States economic recovery, China's exports are difficult to grow as big as in the past. Due to the effects of RMB appreciation and further expand domestic demand, led by the labor costs, production costs rise. Although the Yuan depreciated by about 6% and the fall of 2015, but in October exports fell to 7.3%, down. 2016 annual exports is expected to be down for 2 consecutive years.

Once total GDP reached 30% per cent of exports continued to decline year by year 2016 might fall below 20%. This appears to reflect solely a small devaluation has been difficult to restore export competitiveness. If United States President Trump really increase tariffs on Chinese goods, apples, and Hon Hai, I'm afraid will have to shift their production base to the United States.

In that case, it is estimated that Chinese enterprises will also be looking for living through the overseas production and investment. Just 10 years ' time China began its "world factory" to "global investors".


日媒:中国从“世界工厂”向“世界投资人”转变 - 世界工厂,中国制造 - IT资讯

日媒称,近日有报道称,在中国大陆为美国苹果组装产品的台湾鸿海精密工业正讨论到美国进行生产。此前也传出过苹果要将产品转移到美国生产的消息,但这次似乎有理由让人相信不是在虚张声势,原因是即将上任的新一届美国总统特朗普曾宣称要对中中国国产品提高关税。

据日经中文网12月5日报道,鸿海是全球最大的电子产品代工服务商。该公司以苹果的iPhone为中心,通过在中国大陆受托生产知名企业的产品而发展成为巨型企业,此前还收购了夏普,可以说是被称为“世界工厂”的中国的代表性企业。

报道称,随着中国人工费的暴涨,苹果和鸿海转变了生产向中国一边倒的情况,正在向巴西和印度等拓展工厂。顺着这股趋势,此前偶尔也出现了会向美国移转生产的消息,但在美国生产的话成本会大幅上涨,因此最终也没有做出最终决定。不过,如果对中中国国产品征收高关税的话,向美国移转生产就可能不再是句空话了。

即使不被征收高关税,中中国国产品似乎也渐渐在美国丧失竞争力。从2015年起,中国媒体就多次刊登一篇题为《中国制造正从美国市场里消失》的文章。文章介绍称,在美国购买了7件耐克、阿迪等运动品牌的服装,其中只有一件为中国制造。

这篇报道中附上了所购产品标签的照片,上面记载的产地分别为越南、印度尼西亚、埃及、孟加拉国、泰国和中国。还提到了松下和三星电子等电子产品企业撤离中国的情况。

中国的增长引擎从出口转为扩大内需

大量生产廉价产品然后出口到世界各地的中国“世界工厂”形象在进入本世纪后形成,不过,这一依赖出口的结构受到了2008年雷曼危机的冲击,由于发达国家经济衰退,中国的出口出现下滑。中国政府出台了扩大内需的政策,中国经济逐渐转变为由内需拉动增长的结构。

即使美国经济呈现复苏,中国的出口也难以再像过去那样大幅增长。其原因是受人民币升值和进一步扩大内需政策的影响,以人工费为首,生产成本大幅上涨。虽然人民币与2015年秋季相比贬值了约6%,但10月份的出口额仍同比下滑7.3%,表现低迷。预计2016年的年出口额将连续2年同比减少。

曾经达到GDP总值30%左右的出口持续逐年下滑,2016年可能跌破20%。这似乎反映出仅依靠人民币小幅贬值已难以恢复出口的竞争力。如果美国下任总统特朗普真的提高对中中国国产品的关税,苹果和鸿海恐怕将不得不把生产基地转移到美国。

这样的话,估计中国企业也将通过海外生产和海外投资来寻找活路。仅仅10年时间中国就开始从“世界工厂”向“世界投资人”转变。





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