Ntawm no yog qhov uas Tuam Tshoj cov teeb meem vaj tse tuaj yeem tawg

BEIJING - Tuam Tshoj cov teeb meem vaj tse tuaj yeem cuam tshuam mus rau lwm qhov chaw loj yog tias muaj teeb meem tshwm sim - thiab peb lub lag luam tshwj xeeb yog qhov muaj kev phom sij tshaj plaws, raws li lub koom haum ntsuam xyuas Fitch.

Txij li xyoo tas los no, cov tub ua lag luam tau txhawj xeeb tias Suav cov neeg tsim khoom vaj khoom tsev teeb meem nyiaj txiag tuaj yeem kis mus rau lwm qhov kev lag luam. Ob lub hlis dhau los, ntau tus neeg yuav khoom hauv tsev tsis kam them lawv cov nqi tsev tau coj cov teeb meem tsim tawm mus rau pem hauv ntej dua - thaum Tuam Tshoj txoj kev lag luam loj hlob qeeb.

"Yog tias kev cuam tshuam raws sij hawm thiab muaj txiaj ntsig tsis muaj txiaj ntsig, kev ntxhov siab hauv kev lag luam khoom vaj khoom tsev yuav ntev thiab muaj kev cuam tshuam rau ntau yam haujlwm hauv Suav teb dhau ntawm cov khoom vaj khoom tsev tam sim no," Fitch cov kws tshuaj ntsuam tau hais hauv tsab ntawv tshaj tawm hnub Monday.

Raws li qhov xwm txheej ntxhov siab zoo li no, Fitch tau txheeb xyuas qhov cuam tshuam rau 12 txog 24 lub hlis tom ntej ntawm ntau dua 30 hom kev lag luam thiab tsoomfwv cov koom haum. Lub tuam txhab pom peb qhov uas muaj feem cuam tshuam rau vaj tse teeb meem:

1. Cov tuam txhab tswj xyuas khoom vaj khoom tsev

Cov tuam txhab no "tuav ib qho loj npaum li cas ntawm cov khoom muaj nqis uas tau txais kev txhawb nqa los ntawm cov khoom vaj khoom tsev uas muaj feem xyuam nrog cov khoom ntiag tug, ua rau lawv muaj kev cuam tshuam loj heev rau kev lag luam kev lag luam ntev," tsab ntawv ceeb toom tau hais.

2. Engineering, kev tsim kho cov tuam txhab (tsis yog lub xeev tus tswv)

"Txoj haujlwm feem ntau tau ntsib teeb meem txij li xyoo 2021. … Lawv tsis muaj qhov zoo sib tw hauv kev nthuav dav kev tsim kho vaj tse lossis kev nkag mus rau nyiaj txiag txheeb ze rau lawv cov phooj ywg [tsoom fwv]," tsab ntawv ceeb toom tau hais.

3. Cov neeg tsim khoom me me

"Muaj ntau tus tau ua haujlwm poob rau ob peb lub hlis thiab tuaj yeem ntsib teeb meem nyiaj txiag yog tias Tuam Tshoj txoj kev lag luam tseem tsis muaj zog, tshwj xeeb tshaj yog muab lub zog siab hauv kev lag luam," tsab ntawv ceeb toom tau hais.

Fitch tau hais tias kev tsim kho suav nrog 55% ntawm kev thov steel hauv Suav teb.

Kev poob qis hauv vaj tse twb tau rub tawm cov ntsuas kev lag luam dav dav xws li kev nqis peev ruaj khov thiab cov rooj tog muag khoom ntawm cov khw muag khoom muag.

Cov ntaub ntawv raug cai qhia cov tsev nyob hauv tsev muag khoom poob los ntawm 32% hauv thawj ib nrab ntawm lub xyoo no los ntawm ib xyoos dhau los, Fitch tau taw qhia. Daim ntawv tshaj tawm hais txog kev tshawb fawb kev lag luam raws li qhia txog 100 tus neeg tsim khoom loj tshaj plaws yuav pom qhov ua tau zoo dua - nrog kev muag khoom los ntawm 50%.

Thaum Fitch lub hauv paus rooj plaub xav tias Tuam Tshoj txoj kev muag khoom vaj khoom tsev yuav rov qab los rau kev loj hlob xyoo tom ntej, cov kws tshuaj ntsuam tau ceeb toom tias "kev poob qis hauv cov neeg yuav khoom hauv tsev kev ntseeg siab tuaj yeem cuam tshuam qhov kev muag khoom rov qab los peb tau pom nyob rau lub Tsib Hlis thiab Lub Rau Hli."

Txij li thaum lig Lub Rau Hli, ntau tus neeg yuav khoom hauv tsev tau ncua kev them nqi tsev los tawm tsam kev tsim kho qeeb rau cov tsev uas lawv twb tau them rau, tso. cov neeg tsim khoom 'kev muag khoom yav tom ntej thiab ib qho tseem ceeb ntawm cov nyiaj tau los ntawm kev pheej hmoo. Cov neeg tsim khoom hauv Suav teb feem ntau muag tsev ua ntej ua tiav lawv.

"Fitch ntseeg hais tias qhov nce tsis ntev los no ntawm tus naj npawb ntawm cov neeg yuav khoom hauv tsev ncua kev them nqi tsev qiv nyiaj ntau dua li cov phiaj xwm raug kaw qhia txog lub peev xwm rau Tuam Tshoj cov cuab yeej cuab tam kom tob zuj zus, vim tias kev ntseeg siab poob qis tuaj yeem cuam tshuam rau kev lag luam rov qab los, uas thaum kawg yuav ripple los ntawm kev lag luam hauv tsev," tsab ntawv ceeb toom tau hais.

Kev tshuaj xyuas los ntawm Fitch feem ntau pom tias cov lag luam loj thiab hauv nruab nrab ntawm tsoomfwv cov koom nrog tsis tshua muaj kev cuam tshuam rau kev puas tsuaj hauv vaj tsev dua li cov tuam txhab me lossis cov koom nrog tsoomfwv hauv nroog.

Ntawm cov tsev txhab nyiaj, Fitch hais tias cov tsev txhab nyiaj me thiab hauv cheeb tsam - xav txog li 30% ntawm cov peev txheej hauv tuam txhab - ntsib kev pheej hmoo ntau dua. Tab sis lub koom haum ntsuam xyuas tau sau tseg tias kev pheej hmoo rau cov tsev txhab nyiaj hauv Suav tag nrho tuaj yeem nce ntxiv yog tias cov tub ceev xwm txo qis kev xav tau qiv nyiaj rau cov teeb meem kev tsim vaj tsev.

Cov lag luam tsawg kawg nkaus rau cov teeb meem ntawm vaj tse yog cov tuam txhab tuav pov hwm, cov tuam txhab zaub mov thiab dej haus, cov tswv lag luam hluav taws xob thiab cov tuam txhab roj hauv teb chaws, daim ntawv tshaj tawm hais tias.

Cov tuam txhab tsim vaj tsev hauv Suav teb tau muaj kev ntxhov siab ntau dua li ob xyoos dhau los thaum Beijing pib ua phem rau cov tuam txhab kev vam meej ntawm cov nuj nqis rau kev loj hlob.

Cov lej zoo li cov nqi tsis txaus muab kev nkag siab txog qhov teeb meem ntawm vaj tsev loj npaum li cas.

Tuam Tshoj tus nqi vaj tse nyob tsis muaj neeg nyob yog 12% nyob rau nruab nrab thoob plaws 28 lub nroog loj, raws li tsab ntawv ceeb toom lub lim tiam dhau los los ntawm Beike Research Institute, ib chav tsev ntawm Suav vaj tsev muag khoom thiab cov tsev qiv ntawv loj Ke Holdings.

Qhov ntawd yog qhov thib ob thoob ntiaj teb tsuas yog rau Nyij Pooj, thiab siab dua US qhov chaw nyob ntawm 11.1%, daim ntawv tshaj tawm tau hais.

Yog tias muaj kev cia siab muaj zog ntawm cov nqi tsev poob, cov chav tsev khoob no tuaj yeem ua rau muaj kev lag luam ntau dhau - thiab kev pheej hmoo ntawm tus nqi poob ntau dua, tsab ntawv ceeb toom tau hais.

Xyoo no, ntau lub tseem fwv hauv zos tau pib txo qis kev txwv kev yuav khoom hauv tsev hauv kev sim los txhawb kev lag luam vaj tsev.

Tab sis txawm tias muaj kev tawm tsam kev qiv nyiaj tshiab, Beijing tseem tsis tau tshaj tawm kev txhawb nqa loj.

"Txawm hais tias cov tub ceev xwm cuam tshuam hnyav, muaj kev pheej hmoo tias cov neeg yuav tsev tshiab tseem yuav tsis teb qhov zoo rau qhov no, tshwj xeeb tshaj yog tias cov nqi tsev pheej poob qis, thiab tag nrho cov kev xav ntawm kev lag luam yog huab los ntawm kev lag luam thoob ntiaj teb," Fitch Ratings tau hais hauv nqe lus rau CNBC. .

Fitch tau hais tias nws yuav siv ntau yam xwm txheej, tsis yog tsuas yog ib qho xwb, txhawm rau ua rau muaj kev ntxhov siab uas tau teev tseg hauv tsab ntawv ceeb toom.

Cov kws tshuaj ntsuam tau hais tias yog tias kev lag luam tsis muaj zog nyob rau xyoo tas los no, kev lag luam tshuaj xyuas tuaj yeem cuam tshuam tsis zoo rau xyoo tom ntej.