Tom qab muaj Covid tshwm sim ntawm lub Hoobkas Foxconn hauv Zhengzhou, Tuam Tshoj, qee tus neeg ua haujlwm tau xaiv mus tsev. Daim duab ntawm no yog cov tsheb npav thauj thaum Lub Kaum Hli 30, 2022.
Vcg | Pom Tuam Tshoj Group | Cov duab Getty
BEIJING - Tuam Tshoj qhov kev txiav txim siab los tswj Covid tswj tau thawb cov tuam txhab mus saib rau cov chaw tsim khoom sab nraud lub tebchaws, raws li Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam.
"Qhov peb tau hnov los ntawm cov tuam txhab [yog] lawv tab tom mus ua ntej nrog lawv cov phiaj xwm kev sib txawv ntawm cov khoom siv sib txawv vim tias qhov kev lag luam pib nres no nyob ntawm no," said Nick Marro, tus thawj coj lag luam thoob ntiaj teb ntawm Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam.
Nws tau hais tias "Yog tias nws yog kev lag luam tawm, yog tias yam tsis tuaj yeem ua tiav, qhov ntawd cuam tshuam rau kev txiav txim siab," nws hais. "Peb tsis cia siab tias cov tuam txhab yuav tawm hauv Suav teb. Peb tsuas yog cia siab tias lawv yuav nthuav dav lawv cov hneev taw, Tuam Tshoj ntxiv rau ib qho. "
Beijing txoj kev tswj hwm nruj nruj tau pab lub teb chaws rov ua haujlwm thaum lwm lub ntiaj teb tseem tawm tsam nrog kev sib kis thoob plaws xyoo 2020. Txawm tias lwm lub tebchaws tau txo qis kev txwv feem ntau thiab xaiv "nyob nrog Covid," Beijing tau nce kev ntsuas tus kab mob thiab kev tswj dav dav txij li Shanghai. raug kaw rau ob lub hlis ua ntej xyoo no.
Cov tub ceev xwm tau sim khaws cov chaw tsim khoom tseem ceeb hauv kev tsim khoom raws li qhov hu ua lub voj kaw kaw, uas cov neeg ua haujlwm nyob thiab ua haujlwm ntawm tib qhov chaw, lossis feem ntau tsuas yog taug kev ntawm kev ua haujlwm thiab tsev.
Ib qho Covid tshwm sim ntawm Kua Lub chaw muag khoom Foxconn lub Hoobkas nyob rau ob peb lub lis piam dhau los qhia txog cov teeb meem txuas ntxiv rau cov chaw tsim khoom hauv kev sim ua kom muaj kev ua haujlwm thaum ua kom tsis txhob kis kab mob.
Marro tau hais tias "Kuv tsis xav tias peb tuaj yeem nthuav tawm tsuas yog los ntawm ib rooj plaub xwb, tab sis qhov no tseem ceeb heev vim tias nws qhia tau hais tias muaj kev puas tsuaj hauv lub voj voog kaw," Marro hais.
Thaum lub asthiv, qee qhov Cov neeg ua haujlwm Foxconn tau tshaj tawm yuam lawv txoj kev tawm ntawm Covid kev tswj hwm ntawm lub hoobkas. Cov tub ceev xwm hauv nroog tau tshaj tawm cov phiaj xwm tom qab pab cov neeg ua haujlwm uas xav tawm hauv lub Hoobkas rov qab mus rau lawv lub tebchaws.
Foxconn tsis tau teb rau CNBC thov tawm tswv yim.
Patrick Chen, tus thawj coj ntawm kev tshawb fawb rau CLSA hauv Taiwan hais tias "Qhov tseeb yog tias lawv tsis hloov Txoj Cai Lij Choj xoom no peb yuav pom cov xwm txheej zoo li no tshwm sim dua,". Nws hais tias nws cia siab tias yuav hloov me ntsis hauv txoj cai tshwj tsis yog tias cov tshuaj tiv thaiv nce ntxiv.
"Kuv tsis pom ntau tus nqi ntxiv cuam tshuam nrog cov kev tswj hwm kaw lossis kev tsim khoom, tab sis yeej yuav muaj qee qhov cuam tshuam tsis zoo rau cov neeg ua haujlwm kev coj ncaj ncees lossis tag nrho cov txiaj ntsig zoo hauv cov khoom lag luam," nws hais tias Foxconn tau tshaj tawm. kev txhawb nqa nyiaj txiag kom cov neeg ua haujlwm hauv lub hoobkas.
Feem ntau, Chen hais tias cov neeg ua haujlwm ntawm cov chaw ua haujlwm zoo li Foxconn tau txais cov nyiaj hli txhua hli txog $ 1,000.
Tsis muaj zog thov softens cuam tshuam
Kev lag luam smartphone thoob ntiaj teb tau poob qis los ntawm 12% hauv peb lub hlis twg los ntawm ib xyoos dhau los, txawm hais tias Apple tuav nrog kev loj hlob me ntsis, raws li Kev Tshawb Fawb Kev Tuaj Yeem.
Ze li ob npaug ntawm ntau lub tuam txhab Asmeskas txiav lawv cov peev hauv Suav teb xyoo no piv rau xyoo tas los, cov American Chamber of Commerce nyob rau hauv Shanghai pom nyob rau hauv ib daim ntawv ntsuam xyuas lub caij ntuj sov no.
Thaum kawg, nws yog qhov tsis paub tseeb uas yog qhov teeb meem loj tshaj plaws rau cov tub ua lag luam.
Nick Marro
Economist txawj ntse Unit
Tsuas yog ib feem peb ntawm cov neeg teb hais tias lawv tau nce peev hauv lub tebchaws, qhov kev tshawb fawb pom. Tab sis tus lej ntawd tau nqis los ntawm 38% xyoo tas los.
CLSA's Chen tau hais tias qhov nce nqi ntawm kev khiav lag luam loj hauv Suav teb tau ua rau cov tuam txhab thev naus laus zis txav chaw tsim khoom rau cov khoom lag luam tsawg dua sab nraud.
Txawm li cas los xij, nws tau sau tseg tias nws nyuaj rau Apple nrhiav lwm tus neeg ua haujlwm 200,000 txog 300,000 tus neeg ua haujlwm - raws li muaj nyob hauv Foxconn Zhengzhou Hoobkas - ua lub iPhone sab nraud ntawm Tuam Tshoj, tshwj tsis yog hauv Is Nrias teb.
Lub US smartphone loj tshaj tawm nyob rau lub Cuaj Hli nws yog tsim nws cov qauv tshiab, iPhone 14, hauv Is Nrias teb thawj zaug. JPMorgan cov kws tshuaj ntsuam tau kwv yees tias tsuas yog 5% ntawm Apple lub ntiaj teb iPhone 14 kev tsim khoom yuav tsiv mus rau Is Nrias teb xyoo no.
Ob peb lub lis piam dhau los, Tuam Tshoj tau tshaj tawm cov kev ntsuas los txhawb kev lag luam txawv teb chaws ntau dua hauv kev tsim khoom thiab kev lag luam tshwj xeeb xws li kev ua yeeb yam thiab npias brewing. Cov theem ntawm kev siv tseem tsis tau meej meej, tshwj xeeb tshaj yog thaum tswj Covid kev sib kis tseem yog qhov tseem ceeb rau tam sim no.
"Kev lag luam txawv teb chaws xav tau nyob hauv Suav teb, thiab cov tuam txhab tseem nyob hauv kev ua lag luam, kuv xav tias peb tuaj yeem coj lawv ntawm lub ntsej muag thaum lawv hais tias lawv tau cog lus rau Suav lag luam," EIU's Marro tau hais. "Lawv yog hom tos rau cov cim qhia tias ib puag ncig kev ua haujlwm thiab thaj chaw macroeconomic yuav txhim kho."
"Qhov teeb meem loj tshaj plaws yog cov teeb liab tsis tuaj," nws hais. "Thaum kawg ntawm hnub, nws yog qhov tsis paub tseeb uas yog qhov teeb meem loj tshaj plaws rau cov tub ua lag luam."
- CNBC's Arjun Kharpal tau pab sau tsab ntawv no.
Tau qhov twg los: https://www.cnbc.com/2022/11/03/companies-look-to-diversify-as-chinas-covid-controls-take-a-toll.html