是去是留 贸易战背景下在华外企面临抉择

<figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; line-height: inherit; margin: 32px -54.2188px 0px 0px; padding: 0px; vertical-align: baseline; background-color: #111111; clear: both;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img alt="刘鹤" src="https://ichef.bbci.co.uk/news/660/cpsprodpb/49A3/production/_101215881_gettyimages-909563100.jpg" width="976" height="549" data-highest-encountered-width="660" style="color: #bdbdbd; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 645.781px; display: block;" /><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">图片版权</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.875rem; font-weight: inherit; letter-spacing: 0.25px; line-height: 1.14286; margin: 0px; padding: 3px 8px 1px; vertical-align: baseline; text-transform: uppercase; background: rgba(0, 0, 0, 0.6); bottom: 0px; position: absolute; right: 0px;">AFP</span></span><figcaption style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 16px; vertical-align: baseline; visibility: visible;"><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">Image caption</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.75rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.33333; margin: 0px; padding: 0px; vertical-align: baseline; display: block;">刘鹤原定下周与美国就贸易纠纷谈判,但中方己经取消计划。</span></figcaption></figure><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; font-weight: bold; line-height: 1.75; margin-top: 28px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">中美的贸易纠纷日前再次升温,中国更取消副总理刘鹤下星期与美方谈判的计划。贸易战持续,许多在华的外资公司据报计划把部份业务撤出中国,避免成为这场纠纷的磨心。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">路透社引述数名分别来自韩国公司海力士(SK Hynix)及日本公司三菱电机、东芝机械和小松制作所(Komatsu)的代表指,它们已经开始着手把公司部份制造业务迁离中国。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">其中,三菱电机向BBC中文证实,中美7月互相加征关税时,公司已经开始把部份出口到美国的产品从中国大连的工厂,转到日本名古屋生产。三菱电机的发言人补充说,旗下工厂的生产能力没有因为搬迁计划受影响。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">专家向BBC中文指出,外资企业在中国的经营成本不断上涨,受这场中美贸易纠纷再加上&#8220;中国制造2025&#8221;计划影响,将加速外资企业将部份业务撤离中国的趋势。</p><figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; line-height: inherit; margin: 24px -24.6484px 0px 0px; padding: 0px; vertical-align: baseline; background-color: #111111; clear: both;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img src="https://ichef.bbci.co.uk/news/624/cpsprodpb/CC2A/production/_103566225_hi049503425.jpg" datasrc="https://ichef.bbci.co.uk/news/320/cpsprodpb/CC2A/production/_103566225_hi049503425.jpg" alt="有外资公司对BBC中文证实,受中美贸易纠纷影响,他们会把部份业务撤离中国。" width="976" height="549" data-highest-encountered-width="624" style="color: #bdbdbd; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 616.211px; transition: opacity 0.2s ease-in; display: block;" /><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">图片版权</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.875rem; font-weight: inherit; letter-spacing: 0.25px; line-height: 1.14286; margin: 0px; padding: 3px 8px 1px; vertical-align: baseline; text-transform: uppercase; background: rgba(0, 0, 0, 0.6); bottom: 0px; position: absolute; right: 0px;">REUTERS</span></span><figcaption style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 16px; vertical-align: baseline; visibility: visible;"><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">Image caption</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.75rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.33333; margin: 0px; padding: 0px; vertical-align: baseline; display: block;">有外资公司对BBC中文证实,受中美贸易纠纷影响,他们会把部份业务撤离中国。</span></figcaption></figure><h2>&#8220;关税影响严重&#8221;</h2><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">海力士、东芝和小松尚未回应BBC中文的查询,但凯源资本董事总经理陆修泉(Brock Silvers)向BBC中文指出,他认为路透社的报道&#8220;极度可信&#8221;,这些公司不会&#8220;在没有必要的情况下公布搬迁生产线的决定&#8221;,惹恼中国政府。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">海力士7月27日发布的一份声明称,将投资约3.5万亿韩圆(即约31亿美元)在位于利川(Icheon)兴建一座半导体生产工场,预计2020年10月完成。海力士指,投资兴建这家工场是为了应付市场&#8220;对晶片日渐增加的需求&#8221;。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">路透社的报道引述海力士的消息人士指,公司部份在中国厂房制造的DRAM晶片会出口到美国,它将把这部份生产工序搬回韩国。但消息人士补充说,中国是全球最大的电脑及智能手机生产国之一,对DRAM晶片的需求仍然强大,因此海力士大部份生产工序将不受影响。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">另外,报道引述东芝的消息人士指,中美贸易战连带的关税对公司&#8220;影响十分严重&#8221;,因此公司预计会在10月把部份出口到美国的产品转移到日本或泰国的工厂制造。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">路透社又指出,台湾企业仁宝电子工业(Compal)和韩国电子公司LG分别都开始草拟应急计划,为中美贸易战持续或扩大作准备。</p><ul style="border: 0px; 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font-weight: inherit; letter-spacing: inherit; line-height: 1.75; margin: 18px 0px 0px 20px; padding: 0px 0px 0px 4px; vertical-align: baseline; list-style: square outside;"><a href="https://www.bbc.com/zhongwen/simp/business-45268864" style="border-width: 0px 0px 1px; border-top-style: initial; border-right-style: initial; border-bottom-style: solid; border-left-style: initial; border-top-color: initial; border-right-color: initial; border-bottom-color: #dcdcdc; border-left-color: initial; border-image: initial; color: #222222; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: bold; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline; text-decoration-line: none; -webkit-tap-highlight-color: rgba(17, 103, 168, 0.3);">美中贸易战波及亚洲国家 福兮祸兮</a></li></ul><figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; line-height: inherit; margin: 24px -24.6484px 0px 0px; padding: 0px; vertical-align: baseline; background-color: #111111; clear: both;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img src="https://ichef.bbci.co.uk/news/624/cpsprodpb/1415A/production/_103566228_hi049518533.jpg" datasrc="https://ichef.bbci.co.uk/news/320/cpsprodpb/1415A/production/_103566228_hi049518533.jpg" alt="美国多次批评中国侵犯其知识产权、贸易壁垒高,以及中国补贴企业的政策。" width="976" height="549" data-highest-encountered-width="624" style="color: #bdbdbd; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 616.211px; transition: opacity 0.2s ease-in; display: block;" /><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">图片版权</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.875rem; font-weight: inherit; letter-spacing: 0.25px; line-height: 1.14286; margin: 0px; padding: 3px 8px 1px; vertical-align: baseline; text-transform: uppercase; background: rgba(0, 0, 0, 0.6); bottom: 0px; position: absolute; right: 0px;">AFP</span></span><figcaption style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 16px; vertical-align: baseline; visibility: visible;"><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">Image caption</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.75rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.33333; margin: 0px; padding: 0px; vertical-align: baseline; display: block;">美国多次批评中国侵犯其知识产权、贸易壁垒高,以及中国补贴企业的政策。</span></figcaption></figure><figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; line-height: inherit; margin: 24px -24.6484px 0px 0px; padding: 0px; vertical-align: baseline; clear: both; background-color: #ffffff;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img src="https://ichef.bbci.co.uk/news/624/cpsprodpb/1035B/production/_103559366_us_china_timeline_sept18_2_640-nc.png" datasrc="https://ichef.bbci.co.uk/news/320/cpsprodpb/1035B/production/_103559366_us_china_timeline_sept18_2_640-nc.png" alt="z" width="640" height="910" data-highest-encountered-width="624" style="color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 616.211px; transition: opacity 0.2s ease-in; display: block;" /></span></figure><h2>&#8220;搬石头砸自己的脚&#8221;</h2><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">中国工人平均工资近年不断上涨,外资公司把业务搬到越南、斯里兰卡等东南亚国家已经不是新鲜事。总部在伦敦的全球零售市场分析研究公司Euromonitor去年一份报告显示,中国工人的每小时平均工资约3.6美元,比2011年上升约64%,是印度的五倍。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">台湾中华经济研究院世界贸易组织及区域经济整合中心副执行长李淳认为,中美贸易战会加速外资工厂把业务搬离中国的决定。他接受BBC中文采访时指出,贸易战中直接受害的都是中国制造的产品。如果一家公司的业务主要是以出口到美国为主,这个额外关税会让&#8220;它的成本进一步增加&#8221;。</p><figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; line-height: inherit; margin: 24px -24.6484px 0px 0px; padding: 0px; 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color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 24px 0px 0px; padding: 0px 0px 346.602px; vertical-align: baseline; height: 0px;"><div id="smphtml5iframemedia-player-1wrp" style="color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px 0px 346.602px; vertical-align: baseline; z-index: 999; position: relative; height: 0px; width: 616.211px;"><iframe id="smphtml5iframemedia-player-1" name="smphtml5iframemedia-player-1" frameborder="0" scrolling="no" src="https://emp.bbc.com/emp/SMPj/2.21.23/iframe.html" gesture="media" allow="autoplay" title="中国制造2025" style="border-width: 0px; border-style: initial; color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; position: absolute; left: 0px; top: 0px; width: 616.211px; height: 346.602px;"></iframe></div></figure></div><div style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;"></div></div></div></div></div></div><figcaption style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.75rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.33333; margin: 0px; padding: 16px; vertical-align: baseline; visibility: visible;">中国制造2025</figcaption></figure><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">另外,中国政府早前提出&#8220;中国制造2025&#8221;计划,提升中国国内制造业科技水平,淘汰落后产能。凯源资本董事总经理陆修泉形容,以现时中美贸易纠纷的情况来说,受&#8220;中国制造2025&#8221;计划影响的公司将&#8220;十分有动机&#8221;把生产业务迁离中国。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">他指出,如果中国成功把国内制造业升级转型,影响也许还不大,&#8220;但如果中国未能完全成功实现中国制造2025计划,北京政府也许会发现自己搬石头砸了自己的脚&#8221;。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">但北京大学汇丰商学院英国校区主任刘芍佳教授认为,这个趋势只会影响部份公司,对其中一些如制造集成芯片的公司等没有影响。他接受BBC中文采访时指出,一些公司可能会趁这场贸易战&#8220;乘火打劫&#8221;,喊着要离开中国,从中国政府挤出一些优惠待遇,形容这&#8220;不失一种商业讨价还价策略&#8221;。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">&#8220;所以,走是假,要更多优惠利益是真。&#8221;</p>