中國經(jīng)濟(jì)放緩波及全球公司
????本周,世界最大的航空包裹托運(yùn)公司聯(lián)邦快遞(FedEx)拉響警鐘,說出了一個(gè)讓許多公司高管擔(dān)心的問題:中國的經(jīng)濟(jì)增速正在放緩。眼下,包括歐美在內(nèi)的許多其他經(jīng)濟(jì)體依然難以走出全球金融危機(jī)的陰霾,作為世界第二大經(jīng)濟(jì)體的中國是全球經(jīng)濟(jì)增長的主要推動(dòng)力。 ????聯(lián)邦快遞公司CEO弗雷德?史密斯周二警告稱,歐美的經(jīng)濟(jì)問題已經(jīng)拖累了世界貿(mào)易。他說,這種局面對(duì)中國經(jīng)濟(jì)的影響遠(yuǎn)遠(yuǎn)超過大多數(shù)觀察家此前的估計(jì)。聯(lián)邦快遞是一只受到密切關(guān)注的經(jīng)濟(jì)領(lǐng)頭羊,因?yàn)槠涑鲐浟靠梢苑从吵鼋?jīng)濟(jì)的總體運(yùn)行狀況。這家公司已經(jīng)削減了向美國發(fā)貨的飛機(jī)數(shù)量。 ????受中國經(jīng)濟(jì)放緩影響的公司并不止聯(lián)邦快遞一家。一些大型跨國公司的高管也紛紛下調(diào)了對(duì)中國經(jīng)濟(jì)前景的預(yù)期。中國消費(fèi)者已經(jīng)顯露出了疲態(tài),從豪華雨衣到智能手機(jī),許多產(chǎn)品的制造商都已經(jīng)感受到了這一點(diǎn)。 ????上周,英國奢侈品制造商博柏利(Burberry)出人意料地發(fā)布了一項(xiàng)盈利預(yù)警,該公司公布了一組自金融危機(jī)以來最糟糕的店面銷售數(shù)據(jù)。銷售額的縮水預(yù)示著作為世界增速最快的奢侈品市場的中國存在更廣泛的問題。盡管博柏利公司表示它所面臨的問題并不單純是中國經(jīng)濟(jì)放緩,但該公司首席財(cái)務(wù)官斯泰西?卡特賴特稱:“是的,亞洲經(jīng)濟(jì)總體上也在放緩;沒錯(cuò),中國是亞洲經(jīng)濟(jì)放緩的重要原因之一。” ????可以肯定的是,中國的經(jīng)濟(jì)可能很快就會(huì)好轉(zhuǎn)。近幾個(gè)月來,中國政府已下調(diào)利率,并大膽地宣布了一系列旨在恢復(fù)建設(shè)和政府項(xiàng)目的財(cái)政刺激計(jì)劃。 ????博柏利稱,該公司依然看好中國經(jīng)濟(jì)的長期發(fā)展前景。 ????“有沒有人能控制中國?”當(dāng)博柏利在倫敦時(shí)裝周 (London Fashion Week)上發(fā)布了2013春夏款時(shí)裝系列之后,該公司首席執(zhí)行官安吉拉?阿倫茨周一接受《華爾街日?qǐng)?bào)》(The Wall Street Journal)采訪時(shí)這樣說道。阿倫茨援引的分析報(bào)告顯示,盡管中國經(jīng)濟(jì)最近遭受挫折,但其增長勢(shì)頭將會(huì)延續(xù)下去。 ????卡特彼勒公司(Caterpillar)也對(duì)中國經(jīng)濟(jì)的長期前景持有類似的觀點(diǎn),盡管這家世界最大的運(yùn)土設(shè)備制造商上月在接受彭博社(Bloomberg)采訪時(shí)表示,該公司設(shè)在中國江蘇省徐州市的大型挖掘機(jī)工廠已經(jīng)削減了產(chǎn)量。從7月份開始,這家工廠曾關(guān)停了兩個(gè)月。此外,卡特彼勒公司還縮短了中國工廠的工作時(shí)間。由于中國市場對(duì)建筑和采礦設(shè)備的需求下跌,卡特彼勒公司現(xiàn)在不得不將大部分產(chǎn)品出口至海外。該公司此前曾錯(cuò)誤地預(yù)期中國市場的銷量將會(huì)上揚(yáng)。 ????芯片制造商奇跡科技集團(tuán)(Marvel Technology Group)也感受到了中國經(jīng)濟(jì)放緩帶來的痛楚。上個(gè)月,奇跡科技發(fā)布警告稱,由于個(gè)人電腦銷售放緩,其中國移動(dòng)芯片業(yè)務(wù)當(dāng)前季度的業(yè)績或許難以達(dá)到預(yù)期指標(biāo)。這家公司為采用3G技術(shù)的中國手機(jī)市場制造處理芯片,智能手機(jī)在中國的熱賣曾讓其受益良多。奇跡科技集團(tuán)預(yù)期,它面向移動(dòng)和無線終端市場的芯片銷量增速將回落至中等個(gè)位數(shù)。 ????譯者:任文科 |
????FedEx, the world's largest air package shipper, sounded the alarms this week on what many corporate executives have feared: China's slowing growth. The world's second-largest economy helped drive global growth when many other economies, including the U.S. and Europe, were still struggling from the global financial crisis. ????FedEx CEO Fred Smith on Tuesday warned economic problems in Europe and the U.S. have slowed trade around the wo,rld. And he said the impact on China's economy is far bigger than what most observers have estimated. FedEx is a closely watched economic bellwether, as the volume of its shipments offer a broad glimpse of how economies are doing. Already, the company trimmed the amount of planes carrying shipments into the U.S. ????FexEx (FDX) isn't alone. Executives at some of the world's largest corporations have also been down on China, where consumers have shown they're hurting, and it's starting to be felt by manufacturers of everything from luxury raincoats to smartphones. ????Last week, British luxury-maker Burberry issued an unexpected profit warning, reporting its worst same-store sales figures since the financial crisis. The crimp in sales signaled broader troubles in China, the world's fastest-growing luxury market. Although the company said the problem isn't simply a China slowdown, Burberry chief financial officer Stacey Cartwright said: "Yes, we are seeing a slowdown in Asia, and yes, China is a significant contributor to that." ????To be sure, China's economy could soon turn around. In recent months, the government has cut interest rates and announced a series of bold spending packages aimed at reviving construction and government projects. ????Burberry has said it continues to be bullish on China for the long-term. ????"Can anyone control China?" asked Burberry chief executive Angela Ahrendts on Monday during an interview with The Wall Street Journal after the company unveiled its Spring/Summer 2013 collection at London Fashion Week. Ahrendts pointed to analyst reports that suggest China would continue growing despite recent setbacks. ????Taking a similar long-term view is Caterpillar (CAT), even though executives at the world's largest maker of earth-moving equipment told Bloomberg last month that it has slowed production at its main Chinese excavator factory in Xuzhou city, Jiangsu province. This included shutting down the factory for two months in July. Caterpillar also cut working hours in China. As demand for construction and mining equipment falls, the company is exporting most production after it wrongly anticipated that sales would pick up. ????Chipmaker Marvel Technology Group (MRVL) is also feeling the pain. Last month, the company warned that it may miss expectations for the current quarter at its mobile chips business in China as PC sales slow. The company makes processing chips for phones that run on a 3G technology used in China and had benefited from the boom in smartphone sales. Marvel expects its mobile and wireless end-market sales to fall in the mid-single digits. |