WSJ:川普沒料到 貿易戰讓中國競爭力更強 - 股票

By Dora
at 2018-09-23T11:22
at 2018-09-23T11:22
Table of Contents
https://udn.com/news/story/6811/3373420
WSJ:川普沒料到 貿易戰讓中國競爭力更強
美國與中國的貿易戰,出現讓美國當局意料之外的影響:中國的製造業中樞珠江三角洲的
企業正開始加速生產更高品質的產品,與美國的競爭對手抗衡。
關稅調高將使商品更加昂貴,為了因應這種狀況,一些公司開始採用更多自動化設備,藉
此降低成本。此外,有些公司也開始把技術需求較低的作業移轉至亞洲其他地區,只把研
發部門和生產較先進產品所需的高技術勞工留在此區。
一名生產照明設備的業者表示:「美國關稅推動中國生產更高階的產品,這將使中國更具
競爭力。」
中國靠大量低價出口品發展經濟後,已準備進行出口升級。過去幾年,北京開始推動低技
術工廠外移,打造運用先進製造技術生產高價值產品的的經濟。
美中貿易戰固然使中國面臨壓力,但也可能加速珠江三角洲轉向高價值產品。美國加徵關
稅,將使低成本商品的利潤更低,中國的企業因而重新思考營運和產品策略,政府也提供
獎勵,協助企業加速轉型。這種結果,並非川普政府實施關稅的目標。
依據當地政府和HSBC Research的資料,珠江三角洲出口的產品,在200年時有17%屬於高
科技產品,包括電子、商業和航太元件;這個比率,去年已升高至44%。
為協助企業轉型因應高關稅,廣東省政府近來宣布,至2020年將投資人民幣4,500億元(
約655億美元),補助資訊科技、高階設備製造和生物醫藥產品等戰略性產業。
川普最新關稅措施,也將衝擊美國業者。以TechTurbo Innovation公司為例,該公司購買
電腦晶片並修改,供智慧手表、連網家用裝置和特殊照明產品使用;該公司許多客戶的產
品可能將受關稅衝擊,也設法降低成本,包括要求TechTrubo提供更便宜的晶片。
面對客戶的要求,TechTrubo決定減少向高通採購的數量,改向國內製造商採購;這個趨
勢,有助中國半導體產業發展。TechTurbo表示:「中國的晶片性能不如美國,但國內製
造商正積極和業者合作改良晶片,性能已提升許多。」
comment :
川普輸定了。美國人搞不清楚席主席在想甚麼?
但美國人玩甚麼把戲?咱們偉大的席主席那可是門清
現在買陸股,獲利滿山谷
--
吾開天眼覷紅塵,可憐身是眼中人 http://tinyurl.com/nqprycc
--
WSJ:川普沒料到 貿易戰讓中國競爭力更強
美國與中國的貿易戰,出現讓美國當局意料之外的影響:中國的製造業中樞珠江三角洲的
企業正開始加速生產更高品質的產品,與美國的競爭對手抗衡。
關稅調高將使商品更加昂貴,為了因應這種狀況,一些公司開始採用更多自動化設備,藉
此降低成本。此外,有些公司也開始把技術需求較低的作業移轉至亞洲其他地區,只把研
發部門和生產較先進產品所需的高技術勞工留在此區。
一名生產照明設備的業者表示:「美國關稅推動中國生產更高階的產品,這將使中國更具
競爭力。」
中國靠大量低價出口品發展經濟後,已準備進行出口升級。過去幾年,北京開始推動低技
術工廠外移,打造運用先進製造技術生產高價值產品的的經濟。
美中貿易戰固然使中國面臨壓力,但也可能加速珠江三角洲轉向高價值產品。美國加徵關
稅,將使低成本商品的利潤更低,中國的企業因而重新思考營運和產品策略,政府也提供
獎勵,協助企業加速轉型。這種結果,並非川普政府實施關稅的目標。
依據當地政府和HSBC Research的資料,珠江三角洲出口的產品,在200年時有17%屬於高
科技產品,包括電子、商業和航太元件;這個比率,去年已升高至44%。
為協助企業轉型因應高關稅,廣東省政府近來宣布,至2020年將投資人民幣4,500億元(
約655億美元),補助資訊科技、高階設備製造和生物醫藥產品等戰略性產業。
川普最新關稅措施,也將衝擊美國業者。以TechTurbo Innovation公司為例,該公司購買
電腦晶片並修改,供智慧手表、連網家用裝置和特殊照明產品使用;該公司許多客戶的產
品可能將受關稅衝擊,也設法降低成本,包括要求TechTrubo提供更便宜的晶片。
面對客戶的要求,TechTrubo決定減少向高通採購的數量,改向國內製造商採購;這個趨
勢,有助中國半導體產業發展。TechTurbo表示:「中國的晶片性能不如美國,但國內製
造商正積極和業者合作改良晶片,性能已提升許多。」
comment :
川普輸定了。美國人搞不清楚席主席在想甚麼?
但美國人玩甚麼把戲?咱們偉大的席主席那可是門清
現在買陸股,獲利滿山谷
--
吾開天眼覷紅塵,可憐身是眼中人 http://tinyurl.com/nqprycc
--
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