Chinese Economics Thread


Hendrik_2000

Brigadier
China makes a lot of progress in poverty alleviation But make no mistake there are still hell lot of poor people in china specially on the country side. Sometime it hurt to listen to their plight
Remember the Ice boy life is getting better for them but they still struggling
How come they didn't get help with poverty alleviation program There are poor Han you know
 

Quickie

Major
China makes a lot of progress in poverty alleviation But make no mistake there are still hell lot of poor people in china specially on the country side. Sometime it hurt to listen to their plight
Remember the Ice boy life is getting better for them but they still struggling
How come they didn't get help with poverty alleviation program There are poor Han you know
The remote rural area in China is like so ancient, the kid refers to his birthdate using the lunar calendar instead of the international calendar.
 

BrightFuture

New Member
Registered Member
The remote rural area in China is like so ancient, the kid refers to his birthdate using the lunar calendar instead of the international calendar.
I thought everyone did that. My girlfriend, her family and I always celebrate our birthdays according to the lunar calendar. Then again, her familiars are poor farmers, so that might be why.
 

Quickie

Major
I thought everyone did that. My girlfriend, her family and I always celebrate our birthdays according to the lunar calendar. Then again, her family are poor farmers, so that might be why.
Don't read too much into what I wrote. I'm not familiar with which type of calendar the Chinese city folks normally follow for their birthday either. :D
 

cbl21

Junior Member
Registered Member
Can anyone translate this? I'm confused, my Chinese is not great:

再说一次,富士康赚的不是组装费,而是一站式采购的钱。

苹果找富士康代工手机,顺便机壳,PCB、连接件、附件、屏幕等部件也找富士康一站式采购,这才是富士康赚钱的部分。不然就那点加工费人家怎么可能一年赚40多亿美金啊?

如果富士康只卖零件不组装,苹果还要找不同的厂家采购零件,那就肥水流了外人田。组装是皮,一站式采购是毛。没有这样的服务,苹果可能也不会找富士康一站式采购。富士康当初是从塑料件起家,最后横跨整个产业链的。

同样的,中国本质是一个大组装厂。苹果在中国组装产品,才会诞生一批配套企业,癌股都有“苹果概念股”的说法:工业富联、胜宏科技、环旭电子、立讯精密、蓝思科技、欣旺达、欧菲光、舜宇光学(港股)、歌尔声学。。。这些公司市值加起来我不知道有没有上万亿人民币。那个做锂电池的时代新能源,最早就是做iPod电池发家的,当年苹果在中国制造iPod需要本地供应链,单子就给时代新能源的前身东莞新能源(ATL)做。要是iPod在日本组装,那这个单子就给索尼或三洋了

你海思的安防芯片做那么大还不是因为大部分相关企业都在深圳?换成越南人做呢,出问题你海思工程师还得飞带上翻译飞去越南大眼瞪小眼,到时候就有“中干”了。胜宏科技喊自己是全球最大高密度显卡多层PCB制造商,大背景也只是因为现在全世界显卡都MIC而已。随着“越南擎”们越来越多,接下来胜宏科技们也得考虑越南设厂。但一旦到越南设厂失去主场优势(见索尼卖给欧菲光的广州工厂,索尼觉得作为外企成本太高开不下去),能不能打过台企、日企甚至越企就不好说了。

一群人天天盯着富士康那点加工费嫌弃组装厂,根本就是没搞懂富士康赚的什么钱。为什么我说“腾笼换鸟”是这些年最加速的政策?下游产业是地基,他们走了上游也得跟着走的。一开始看不出来,过十年左右就会在别的国家就会产生新的群落。

https://www.reddit.com/r/China_irl/comments/iww1hw
 

Top