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供应链转移:中国的损失或成为印度的收获

来源:  三泰虎    时间:2020-08-19 08:33:03   关注:47   转发
China's loss may become India's gain in shifting supply chains

在供应链转移中,中国的损失可能会成为印度的收获

NEW DELHI: India’s latest set of incentives to entice businesses moving away from China seem to be working, with companies from Samsung Electronics Co to Apple Inc’s assembly partners showing interest in investing in the South Asian nation.

新德里:印度最近推出的一系列吸引企业离开中国的激励措施似乎奏效了,很多公司,包括三星、苹果的组装合作伙伴等,都显示出了在印度这个南亚国家投资的兴趣。

Prime Minister Narendra Modi’s go nment in March announced incentives that make niche firms -- electronics manufacturers -- eligible for a payment of 4%-6% of their incremental sales over the next five years. The result: about two dozen companies pledged $1.5 billion of investments to set up mobile-phone factories in the country.

莫迪政府今年3月宣布了一些激励措施,旨在让电子产品制造商等利基企业在未来五年内获得相当于其新增销售额4%-6%的补贴。成果:大约二十多家公司承诺投资15亿美元在印度建手机工厂。

Besides Samsung, those that have shown interest are Hon Hai Precision Industry Co, known as Foxconn, Wistron Corp and Pegatron Corp. India has also extended similar incentives to pharmaceutical businesses, and plans to cover more sectors, which may include automobiles, textiles, and food processing under the program.

除三星外,表现出兴趣的还有富士康、纬创资通以及和硕。印度也将类似的激励措施扩大到制药企业,并计划在更多行业实施该计划,其中可能包括汽车、纺织品和食品加工行业。

While companies have been actively looking to diversify supply chains amid the US-China trade tensions and the coronavirus outbreak, it hasn’t yet translated into big gains for India despite the nation making it cheaper for businesses to open shop. Vietnam remains the most favored destination, followed by Cambodia, Myanmar, Bangladesh and Thailand, according to a recent survey by Standard Chartered Plc.

在美中贸易紧张和疫情持续之际,企业一直在积极寻求实现供应链多元化,但这尚未给印度带来巨大好处,尽管印度降低了企业开店的成本。根据渣打银行最近的一项调查,越南仍然是最受欢迎的投资目的地,其次是柬埔寨、缅甸、孟加拉国和泰国。

“There is a reasonable chance for India to gain in terms of incremental investment of supply chains within the country over the medium term,” said Kaushik Das, chief India economist at Deutsche Bank AG in Mumbai. “These programs are aimed at increasing India’s manufacturing share in the gross domestic product.”

德意志银行孟买分行首席印度经济学家Kaushik Das表示:“在中期内,印度有不错的机会从国内供应链投资增加中获益。这些项目旨在提高印度制造业在GDP中的比重。”

Economic boost

拉动经济增长

The go nment expects the program for electronics alone could lead to $153 billion worth of manufactured goods over the next five years and create about one million jobs directly and indirectly.

政府预计,这项仅针对电子产品的计划,将在未来五年内带来价值1530亿美元的制成品,并直接和间接创造约100万个就业岗位。

This would bring an additional investment of $55 billion over five years, adding 0.5% to India’s economic output, according to analysts led by Neelkanth Mishra at Credit Suisse Group AG. This could shift an additional 10% of global smart-phone production to India in five years, most of it from China, they wrote in a report August 10.

以瑞士信贷集团的密什拉为首的分析师们表示,这将在未来五年内为印度增加550亿美元投资,使印度的经济产出增加0.5%。他们在8月10日的一份报告中写道,这可能会使全球智能手机生产的10%在五年内转移到印度,其中大部分将来自中国。

That complements Modi’s goal to grow the share of manufacturing in the economy to 25% from the current around 15% as part of his ‘Make in India’ program. His go nment has already lowered taxes on companies to among the lowest in Asia, seeking to attract new investments in an economy headed for its first contraction in more than four decades this year.

莫迪计划将制造业在经济中的比重从目前的15%左右提高到25%。印度政府已将企业税率降至亚洲最低水平之一,以吸引新的投资。今年,印度经济正面临40多年来的首次萎缩。

The latest output-linked incentive plan is a “big win for Make in India,” Amish Shah, an analyst at BofA Securities, said in a report to clients. He sees gains for industrials, cement, pharmaceuticals, metals and logistics, with long-term indirect benefits across many sectors.

美银证券分析师埃米什在一份客户报告中称,最新的与产出挂钩的激励计划是" “印度制造”的一大胜利"。他认为,工业、水泥、制药、金属和物流行业将出现上涨,许多行业将获得长期间接收益。



印度时报读者的评论:


Sanit

Good news

好消息



Eranki Ravi

Steps taken by this go nment will realise in 3 to 4 years and start production in India. It is good step in deed.

印度政府所采取的措施将在3到4年内落实到位,外企将开始在印度生产。这确实是很好的一步。



PaniPuri

This govt has another 24 -27 months to make the economy gallop.. so that NDA forms the next govt in 2024..

这届印度政府还有24 -27个月的时间推动经济快速发展。他们将在2024年组建下届政府。



Chandrasekaran Krishnamurthy

There is nothing impossible.If there is a will there is a way.Let us hope for the best.

一切皆有可能,有志者,事竟成。希望获得最好的结果。



Hindustani

Improved working environment and incentives will surely lure MNC's to shift their manufacturing base to India

工作环境的改善和激励措施的出台肯定会吸引跨国公司将生产基地转移到印度



Rational Indian

Indians have to be as hardworking as the Chinese.

印度人必须像中国人一样努力工作啊。



Agnelo Dsa

under the present gov, nothing much is going to happen. world knows the policies of this gov.

在这届印度政府的领导下,什么也不会发生,全世界都知道他们的政策。



Arshi Ashu

DAYDREAMIG!!

白日梦!



Nitin

For Progress Like China?? Urgent Need is Strict family Laws!! 2-Children Only!!

要像中国一样发展,印度当务之急是要实施严格的计划生育法!最多只能生2胎!



Quhesobi

India now has more daily new Covid-19 cases than any country on earth. Things are rapidly deteriorating across the board. But, Feku keeps on creating new jumlas on a daily basis, despite the fact that 80 crore people now need free food grains to keep themselves alive.

目前印度每天的新冠肺炎新增病例比世界上任何一个国家都多。所有行业的情况正在迅速恶化。但是,莫迪每天都在撒谎吹牛,现在有8亿人靠免费的粮食配给来养活自己。



Anish Kumar

Talk is easy and cheap. When they open up shop here we can boast about it. Until then please stay quiet.

说起来容易。等这些外企在印度建好工厂后,我们再炫耀吧,在那之前请保持安静。



Anthony

There is something called technology which is with China still, India cannot even make a pcb the basics of electronics and thinking of shifting jobs to India. China spends 48 billion dollars for education and India 2 billion, priority of our govt is religion and thinking about competing with China

有一种叫做技术的东西仍然留在中国,印度甚至不会造印刷电路板这种基础电子产品,还妄想工作岗位会转移到印度。中国在教育上投入了480亿美元,而印度只投入了20亿美元,印度政府的优先事项是宗教,然后才是和中国竞争

Ranjit Narayanan

you should shift to China

你应该搬到中国去



Truthfully Yours

Just dreams till realized.

在实现之前这只是梦



Alwin Roy

First do than talk. Only empty talk as usual.

先做再吹,否则和往常一样只是空谈。



Nachiket Katha

Who would want to invest in India where Modi is busy destroying economy. We dont even have roadmap of where lockdown would would end. Out of 42 textile firms that left China, 22 went to Vietam, 12 to Bangala Desh and only 2 came to India.

莫迪忙于破坏经济,谁会想在印度投资呢?

我们甚至不知道封锁会在何时结束。在42家离开中国的纺织企业中,22家去了越南,12家去了孟加拉国,只有2家来印度。



Devender

May?....we live on this may.......Always hoping for the impossible. Rehmo karam pe jeena bolte hein isko. We have to grow strong by Honest hard work and with faith in self....rather than hoping for miracles. They dont happen.

可能? 我们靠“可能”过活,我们总是希望不可能的事发生。我们必须要对自己有信心,通过努力工作来变得强大,而不是期待奇迹发生。



Sanjay Bhat

I have dealt with Chinese suppliers. The facts are that the quality has improved. Besides the service levels are consistently superb. There is a genuine caring attitude from all staff of a Chinese supplier. Their approach is under commit but over deliver.

我和中国供应商打过交道。事实是中国产品的质量提高了。除此之外,他们的服务水平一直都是一流的。中国供应商的所有员工都很真诚,周道,他们做的总比承诺的多。



Ranjan Yendrembam

No hope for a corrupted country like India. We can't compete to China. All the border states of India are still underdeveloped compare to the to border states/province of China. Indian Governance is far behind in comparison to China, Thailand and Japan etc.

像印度这样附败的国家是没有希望的。我们无法与中国竞争。与中国的边境省相比,印度所有的边境邦仍然欠发达。印度的治理远远落后于中国、泰国和日本等国。



Truthfully Yours

Economy already going negative. Such news will not lift economy. Economic blunders are having negative effect now

印度经济已经出现负增长。这种消息不会提振经济。印度政府在经济上的失误正在产生负面影响



Shambhu

Unless corrupt politicians & officials are rooted out, its just a dream.

除非印度反腐力度加大,否则这只是一个梦。



N R

India should grab the chance with both hands.

印度要用双手抓住机会。



Upendra Chaudhari

stupid article india is at loss by banning imports from china...really idiotic move

印度禁止从中国进口,只会给自己带来损失,愚蠢!



badshah khan

Keep on hallucinating!!

Maybe more tea stalls will be set up!

继续幻想把! !

也许还会开更多茶摊呢!
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