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华为中兴遭美封杀 或引发贸易战--亲稳网络舆情监控室
2012-10-11

  七年的合作终以分手了结。在这个中国通讯企业在美频遭“礼遇”的时点,中兴通讯和思科的合作走到尽头。尽管双方称,此项决定是基于业务层面的考量,但这一消息紧跟美国众议院情报委员会发布对华为中兴的调查报告之后,因此思科此举仍被一些分析人士看做是美国公司受到政府压力而做出的选择。

Seven years of cooperation with end to break up.In the Chinese communication enterprises in PinZao beauty"courtesy"Points of the,Zte and cisco cooperation come to an end.Although both sides say,The decision is based on business aspect,But this news with the United States house of representatives intelligence committee issued for China and zte report later,So cisco the move will still be some analysts as American company by the government pressure and the choice.

  中兴与思科分手折射出目前中国通讯企业在美国遭遇的窘境:经贸政治化、保护主义让他们在这个精心耕耘的全球最大市场收获寥寥。

Zte and cisco break up reflects the current Chinese communication enterprises in the United States encountered dilemma:Economic politicization/Protectionism let them in this carefully, the world's largest market a harvest.

  中国商务部新闻发言人沈丹阳9日表示,美国会上述调查报告仅凭主观猜忌和不实依据,就以国家安全为由对中国进行无端指控,排斥中国企业在美开展正常经营和参与正当竞争,中方对此表示严重关切和强烈反对。

China's commerce ministry spokesman said ShenDanYang 9,The United States will the investigation report with only subjective suspicion and false basis,On national security on the grounds of China charges for no reason,Exclusive Chinese enterprises to carry out normal operation in the United States and to participate in the competition,China expressed serious concern and strong opposition.

  思科惧怕中兴华为打破其垄断

Cisco fear zte huawei breaking the monopoly

  9日,有媒体报道称美国通信巨头思科已结束与中兴的合作关系。中兴发布公告予以证实。公告称,2012年7月思科通知中兴终止其于2005年与中兴签署的战略合作协议,该协议内容主要包括本公司向其采购路由器等产品。

9,Media reports said the United States communications giant cisco is over and zte relations of cooperation.Zte will be confirmed by way of a public announcement.Announcement to say to,In July 2012 the cisco notice to terminate the zte in 2005 and zte signed strategic cooperation agreement,The agreement content mainly includes the company to its purchasing routers and other products.

  思科和中兴的分手处在一个耐人寻味的时点。8日美方发表调查报告称,华为和中兴对美国国家安全构成威胁,建议阻止这两家企业在美开展投资贸易活动。华为和中兴公司相继发表声明,对上述报告予以驳斥。

Cisco and zte's break up in an intriguing time.8 the United States the research report published,Huawei and zte pose a threat to U.S. national security,Suggestions to prevent the two companies in the United States in investment and trade activities.Huawei and zte have issued a statement,The above report to refute.

  中兴上述公告称:“本公司在美国市场的运营商网络产品销售收入占本公司总体销售收入比例较小,因此,本次调查结果不会对本公司当期财务状况及经营成果造成重大不利影响。”

Zte said the above notice:"The company in the United States market operators network sales revenue account for the company total sales income less proportion,therefore,The survey results will not our company current financial condition and results of operation has caused a serious adverse effect."

  华为相关人士说,今年,华为企业业务给美国市场定的销售目标是1亿美元,相比起思科在美国市场每年上百亿美元的销售额,仍太小。分析人士称,对于华为正试图进入美国企业网市场的动作,思科保持了高度警惕如果华为通过进入美国市场打破思科的垄断优势,可能倒逼后者降价。

Huawei relevant personage says,This year,Huawei enterprise business to the American market fixed sales target is $100 million,Compared with the cisco in the United States market every year tens of billions of dollars of sales,Was too small.Analysts say,For huawei is trying to enter the United States enterprise network market action,Cisco remains highly vigilant if huawei through the access to the American market break cisco monopoly advantage,May DaoBi the latter price cut.

  美国市场是块硬骨头

The American market is a hard stuff

  尽管已进入美国市场数年,但对于华为和中兴来说,美国的电信运营商市场是一块大蛋糕,但更是一块硬骨头。

Although has access to the U.S. market for years,But for huawei and zte speaking,American telecom operators market is a big cake,But is also a piece of hard bone.

  作为全球最大的单一国家电信市场,美国电信市场规模大约占全球电信市场50%的份额。目前华为、中兴的海外市场收入已在公司总收入中占了相当大的比例,特别是对华为而言,继在欧洲市场站稳脚跟之后,美国已经成为华为在全球版图上最后一个未攻克的堡垒。

As the world's largest single national telecommunication market,The telecommunications market scale about of the global telecom 50% market share.At present huawei/Zte overseas market income has set up a file in the company revenue accounts for a considerable proportion,Especially in China for,The gain a firm foothold in the European market after,The United States has become the global map in huawei last not conquer fortress.

  中兴和华为在美国的业务主要分为3块:运营商网络业务、企业服务和终端。

Zte and huawei's business in America is mainly divided into three pieces:Operators network business/Enterprise service and terminal.

  2011年华为在美国市场的收入为13亿美元,但相比其超过2039亿元的营业收入颇为“寒酸”。中兴相关人士说,从系统设备业务看,中兴2011年在美仅销售3000万美元左右,对比整个公司130亿美元的销售占比非常小。

For 2011 years in the United States market income for 1.3 billion dollars,But compared with its more than 203.9 billion yuan of business revenue rather"poor".Zte relevant personage says,See from the system equipment business,Zte in 2011 in the United States sales only about $30 million,Contrast the whole company sales accounted for $13 billion than is very small.

  根据华为官方网站介绍,华为已与全球前50大运营商中的45家建立合作关系,这未能突破的5家运营商中,美国市场就占了三家。

According to the official website huawei is introduced,Huawei has with the global top 50 of the major operators to 45 home establishes the cooperation relations,It failed to breakthrough in five operators,The American market accounted for three.

  华为北美研发部总经理约翰·罗斯曾说:“华为要想建立起关键的客户群仍需数年时间。”

Huawei north American research and development department general manager John Ross said:"Huawei to set up key customers still need years."

  [回应]

[response]

  华为中兴:从没有威胁美国国家安全

Huawei, zte:Never threatened to U.S. national security

  在上述美调查报告中,华为和中兴被贴上了“威胁美国国家安全”的标签。公布这份报告的时间非常蹊跷在美国总统大选进入最后冲刺阶段的当口,两位总统候选人争相拿中国说事。

In the above beauty survey report,Huawei and zte labeled the"Threat to U.S. national security"label.Released the report time very strange in the United States presidential election in the final sprint stage of the point,The two presidential candidates rushed to take China's move.

  事实上,这份报告底气不足。例如,美众院情报委员会的主席麦克·罗杰斯在发布报告时的措辞非常谨慎,只是呼吁美国公司在选择网络经营商的时候考虑其他公司,而并没有要求美国公众和消费者对这两家中国公司的产品进行抵制。

In fact,The report should be.For example,MeiZhongYuan intelligence committee chairman Michael Rogers in the report of the phrase very careful,Just called on the United States company in the choice of network operators when considering other company,And does not require the American public and consumers to the two Chinese company's products to resist.

  华为北美分公司负责外部事务的副总裁威廉·普卢默8日在接受新华社记者专访时说:“(美国国会)报告威胁了华为公司在美数千万美元的投资,阻碍了华为为美国市场带来竞争和创新,推高了美国民众使用宽带的成本。美国国会的决定给美国经济和就业带来了损失,美国民众需要一个更好的解释!”

Huawei north American branch is responsible for the external affairs vice President William plummer 8 in an interview with xinhua news agency said:"(The United States congress)The report threatened the huawei company in the tens of millions of dollars of investment,Hindered huawei for the American market bring competition and innovation,Pushing up the American people use broadband cost.The United States congress decided to give the us economy and employment brought the loss,The American people need a better explanation!"

  他强调说:“华为从没出现过威胁国家安全的问题。”华为不会放弃美国市场、消费者、供应商和华为美国员工。

He stressed that:"Huawei have never been threaten national security."Huawei will not give up the American market/consumers/Suppliers and huawei American workers.

  中兴通讯股份有限公司品牌部副部长戴澍9日在接受新华社记者采访时表示,中兴对美国国会调查结果表示失望,中兴的产品和服务不会对美国国家安全造成威胁,美国单挑中国公司调查是不公平的。

Zte co., LTD., deputy minister of the brand DaiShu 9, accept xinhua news agency reporters in an interview said,Zte to the congress of the United States the results of the survey said disappointed,Zte products and services not to U.S. national security threats,The United States single pick Chinese company investigation is not fair.

  加拿大政府10日暗示,可能会将华为排除在安全政府通信网建设之外,因为考虑到安全风险问题。

The Canadian government 10 suggested,Likely to huawei out of the safety construction of government communication network outside,Because of considering the safety risk problems.

  加拿大如果认为企业存在风险,在参与组建政府电话、邮件、数据中心服务时,会以国家安全为由区别对待企业,这样不违反国际贸易规定。

Canada if think enterprise risk,The formation of a government of participating in the phone/mail/Data center service,With national security for discriminating enterprise,So it is not in violation of the provisions of the international trade.

  [延伸阅读]

[further reading]

  中国企业令美企产生危机感

Chinese enterprises make beauty enterprises produce crisis awareness

  事实上,全球电信设备商正因受到全球经济低迷、电信设备市场增长乏力等因素的影响而处于低谷。

In fact,The global telecommunication equipment business is by the global economic downturn/Telecommunications equipment market growth, such as the lack of the influence of the factors in the doldrums.

  2011年全球电信设备市场增速仅为12.2%,远低于2010年的31%。业内普遍认为,受欧债危机及全球经济复苏不确定性等影响,未来几年全球电信设备市场的增速将持续下滑,现有的市场空间难以成为电信设备商持续快速发展的支撑。

In 2011 the global telecommunication equipment market growth is only 12.2%,Far below 31% in 2010.The industry generally believe that,By the debt crisis and global economic recovery uncertainty influence, etc,The next few years the global telecommunication equipment market growth will continue to decline,The existing market space cannot be telecommunication equipment business, the sustained and rapid development of support.

  在这种情况下,继续加大力度开拓美国的电信设备市场对于任何一家电信设备商都尤为关键。

In this case,Continue to intensify efforts to develop America's telecoms equipment market for any a telecoms equipment are particularly critical.

  在各大企业被迫压低采购预算的时候,价格更有竞争力的华为产品,才会受到更多的重视。例如华为的智真视频会议系统,比其他厂商同等的产品大约要便宜30%,因此有可能受到一些美国企业的青睐,但也会受到排挤。

In each big enterprise was forced to depress the purchasing budget,The price more competitive huawei products,Will receive more attention.Such as huawei's wisdom true video conference system,The same product than other manufacturers is about 30% less,Therefore it is may be some American enterprise's favour,But also are crowded out.

  “中兴如进入美国市场,高性价比的产品对美国企业会产生很大冲击,尤其4G时代,会改写美国全球技术霸主的局面。”业内人士说。

"Zte such as access to the American market,Cost-effective products to the American enterprise will have a great impact,Especially 4 g era,Will be able to rewrite the United States the situation of global technology dominance."The personage inside course of study says.

  思科2011年财报披露,其产品毛利出现下降而且可能受到进一步影响,思科罗列出的几大因素中包括降低成本能力以及来自亚洲特别是中国的价格竞争。

Cisco 2011 earnings disclosure,Its product gross margin decline and likely to be tempted by further influence,Cisco enumerate several major factors including cost reduction ability and from Asia especially China's price competition.

  这意味着来自中国等新兴市场的企业已经通过自身的竞争力让美国本土企业产生了危机感。因此有分析认为,在美国通讯市场相对封闭的业态环境下,华为和中兴频遭“暗算”的背后也涉及地方保护主义。

This means that from China and other emerging markets enterprise has passed their competitive power for the United States to native enterprise produces the crisis awareness.Therefore it is analyzed that,In the United States communications market relatively closed format environment,Huawei and zte PinZao"Plot against"Back is also related to the regional protectionism.

  分析人士认为,美国国会是否会做出下一步行动还很难断定。而美国电信界分析人士最关注的是,这是否将会引发来自中国对美国电信公司的抵制乃至引发中美两国的电信贸易战?市场数据显示,由于中国企业在美拓展空间有限,而思科等企业在华业务比例日益上升,如果真的产生经贸摩擦,思科的损失可能更大。

Analysts believe that,The United States congress will make the next step is difficult to determine.And the American telecom boundary analysts most concern is,Whether this will cause to the United States from China telecom company's boycott and even cause sino-american telecom trade war?Market data display,Because of China's enterprise in the development space is limited,But cisco enterprise business in China rising proportion,If really produce economic and trade friction,Cisco loss may be more big.



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