机械业

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台湾8月制造业景气维持“衰退” 逾六成产业低迷
Zhong Guo Xin Wen Wang· 2025-10-02 01:21
中秋节将至,台湾yes123求职网同日公布企业中秋节奖金发放情况调查,显示41.7%的受访企业表示 会"发奖金",低于去年的44.4%,创12年新低。另有28.7%的企业表示"既不会发放中秋奖金,也不发放 中秋礼品"。(完) 台湾8月制造业景气维持"衰退" 逾六成产业低迷 中新社台北10月1日电 (记者 朱贺)台湾经济研究院(简称"台经院")10月1日公布8月制造业景气信号显 示,相关数值虽较7月上升,灯号仍为代表衰退的蓝灯,是今年来连续第四颗蓝灯。从各产业观察,蓝 灯产业占比逾六成。 调查显示,台湾8月制造业景气信号值为9.24分,较7月增加0.88分。台经院分析指,数值改善主要受科 技产品出货、接单动能延续及新台币汇率转贬等因素影响。但传统产业受制于市场需求疲软及海外激烈 竞争,部分厂商持续调节减产,多数产业景气停留在低迷的蓝灯区间,使得8月制造业整体景气灯号续 亮衰退蓝灯。 观察细分产业,半导体业受惠于人工智能应用需求强劲及消费性电子新品备货增加等因素,8月景气灯 号由代表低迷的黄蓝灯转为持平的绿灯。 机械业方面,受惠于半导体产业增产需求,相关生产设备、零组件及自动化仓储产品均有增产,但美欧 等海外市场 ...
回不去的繁荣—美国制造业的崛起与衰落
Huachuang Securities· 2025-09-30 08:05
Group 1: Historical Context of Manufacturing - The rise of manufacturing in both the UK and the US was driven by market expansion, following the logic of "market first, industry later" [3] - The UK became a trade center for cotton textiles in the 17th century, with exports increasing from 12,500 pieces in 1614 to 877,789 pieces by 1700, a nearly 70-fold increase [9] - The US experienced rapid population growth in the 19th century, increasing nearly tenfold from 1800 to 1900, which fueled domestic demand for manufacturing [20] Group 2: Decline of US Manufacturing - The US manufacturing sector has faced two significant declines in supply chain support: the first in the 1980s, primarily in machinery and automotive industries, and the second from the 2010s onward across nearly all manufacturing categories [4] - By the late 20th century, the US manufacturing share of global output remained around 30%, but has since been declining due to increased competition from other countries [32] - The US has lost significant comparative advantages in core manufacturing sectors such as machinery, general chemicals, and electronics, while gaining in pharmaceuticals and energy-related sectors [49] Group 3: Factors Contributing to Manufacturing Resilience - The US historically maintained a diverse industrial base and high export diversity, covering nearly all manufacturing categories, which provided resilience against market fluctuations [34] - The high level of supply chain integration in the US allowed for a complete domestic supply chain in many core industries until the late 20th century [40] - The US manufacturing sector benefited from a dual advantage of resource exports and manufactured goods, allowing it to maintain a strong position in global trade [36]
不到48小时,特朗普和鲁比奥先后表态,中方不能惹,印度成出气筒
Sou Hu Cai Jing· 2025-08-20 09:27
Group 1 - The core viewpoint of the article revolves around the contrasting U.S. strategies towards China and India, highlighting a tactical delay in tariffs against China while imposing significant tariffs on India [1][26][50] - The U.S. has postponed the implementation of a 24% tariff on China for 90 days, from August 12 to November 10, to avoid increasing import costs and inflation during the upcoming holiday shopping season [3][5][12] - The U.S. recognizes the substantial economic ties with China, understanding that a full-blown conflict would primarily harm its own retail and manufacturing sectors [5][33] Group 2 - Senator Rubio's comments indicate that simultaneous punitive measures against China, Europe, and India could disrupt global energy markets and lead to rising oil prices, ultimately affecting U.S. domestic prices [7][31] - The market reacted positively to the news of the tariff postponement, with international oil prices falling, as investors feared a potential disruption in energy supply if China were included in secondary sanctions [10][28] - The U.S. decision to delay tariffs on China is seen as a pragmatic approach to stabilize energy markets and avoid exacerbating inflation, while keeping the option of tariffs available for future geopolitical negotiations [12][40] Group 3 - In stark contrast, the U.S. has increased tariffs on India from 25% to a total of 50%, directly targeting Indian exports due to its continued import of Russian oil [14][20] - The U.S. accuses India of helping Russia circumvent sanctions by purchasing oil at low prices, which raises questions about the timing of this aggressive stance [16][18] - India's strong response to the U.S. tariffs, labeling them as "unfair, unjust, and unreasonable," indicates a potential strain in U.S.-India relations, which could lead to a reevaluation of India's foreign partnerships [20][22] Group 4 - The U.S. strategy appears to be a calculated move to apply pressure on India while maintaining a more lenient approach towards China, reflecting a differentiated strategy based on perceived risks and benefits [26][39] - The implications of the U.S. tariffs on India could lead to significant impacts on key export sectors such as textiles, jewelry, and machinery, potentially resulting in a loss of market share for Indian companies [20][24] - The U.S. aims to use India as a model to demonstrate the consequences of continued Russian oil purchases, but this could backfire by pushing India closer to Russia and China [37][39] Group 5 - The article emphasizes the importance of energy prices in U.S. decision-making, as rising oil prices could reignite inflation and negatively impact the domestic economy [28][31] - The U.S. is cautious about its actions towards Russia, balancing the need to maintain pressure while avoiding disruptions in the oil and gas markets [31][33] - The differing approaches towards China and India highlight the complexities of U.S. foreign policy, which must navigate both economic interests and geopolitical dynamics [51][53]
关税生效,双向暂停!印度、瑞士反击特朗普!印俄加强稀土合作!
Sou Hu Cai Jing· 2025-08-11 04:44
Group 1 - Trump's second round of tariffs has elicited unexpected reactions from countries like Brazil, India, and Switzerland, leading to new uncertainties in global trade [1] - The 50% tariff imposed on Brazil is expected to increase prices for American consumers on popular products such as beef, cola, and hamburgers, while significantly impacting Brazil's export economy [5] - India's response to the 50% tariff includes halting new weapon and aircraft purchases from the U.S. and emphasizing its energy security needs, showcasing its independent foreign policy [5] - Switzerland's 39% tariff will heavily pressure its export-driven economy, particularly affecting companies like Pilatus, which has suspended aircraft deliveries to the U.S. due to increased costs [7] Group 2 - The high tariff policies aim to reduce trade deficits and protect U.S. manufacturing in the short term, but may lead to increased international trade friction and retaliatory measures from affected countries [9]
印度终于认清谁是真朋友?8月9日,亚洲格局突变传来新消息
Sou Hu Cai Jing· 2025-08-10 16:10
Group 1 - The U.S. tariffs, initially perceived as a response to energy issues, are actually aimed at disrupting India's industrialization process, affecting key sectors like textiles, pharmaceuticals, and machinery [1] - The Modi government is experiencing internal conflict over how to respond to the tariff crisis, with younger officials advocating for a pivot towards Russia, while older politicians resist this change [3] - The sudden increase of tariffs to 50% on Indian exports has left Modi's administration in a precarious position, contrasting sharply with previous warm relations with the U.S. [3][4] Group 2 - Indian entrepreneurs are adapting to the tariff challenges by exploring new partnerships, with IT professionals heading north and textile leaders seeking collaborations in Guangzhou [4] - The imposition of tariffs has led to a significant economic threat, with $66 billion in business at risk due to the U.S. policy [7] - The concept of a "China solution" is emerging in the Indian business community, suggesting a shift towards cooperation with China to navigate the energy crisis and trade barriers [11][13] Group 3 - Modi's political advisors have concluded that the immediate solution lies in looking eastward for urgent needs while planning for sustainable development in the long term [13] - The recent tariff imposition has prompted discussions about India's geopolitical strategy, highlighting the need for a reassessment of alliances and trade relationships [15]
美阵营突然闹翻?日本高官直言:特朗普欺人太甚!当着中方的面,岩屋毅称将认真对待历史
Sou Hu Cai Jing· 2025-07-15 12:53
Group 1 - The core issue revolves around President Trump's threat to impose tariffs on Japan, South Korea, and 12 other countries, with a specific mention of a potential 25% tariff aimed at reducing the trade deficit [1][3] - Japan's government is actively discussing countermeasures in response to the U.S. tariff threats, indicating the seriousness of the situation and the potential severe impact on Japan's economy if the tariffs are implemented [1][5] - The expansion of tariffs to cover "all goods" represents a significant systemic pressure test for Japan's economic structure, with potential far-reaching impacts across various industries, particularly in the automotive sector [5][6] Group 2 - Prime Minister Kishida's recent statements reflect a strong stance against perceived U.S. aggression, emphasizing the importance of national interests and the need for Japan to assert itself [3][6] - The relationship between Japan and China appears to be improving, with recent diplomatic engagements suggesting a desire for enhanced cooperation and communication, which may provide Japan with alternative economic partnerships amid U.S. tariff pressures [8]