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10月外贸或现拐点--亲稳网络舆情监测室
2012-10-15

  13日,海关总署公布了由于假期因素而推迟三日发布的进出口数据:9月出口同比增长9.9%,进口同比增长2.4%。由于出口较快增长,因此整体贸易顺差也达到了277亿美元的高位。

13,The general administration of customs announced the delayed due to vacation factors three issued by the import and export data:September exports year-on-year growth of 9.9%,Imports increased 2.4% year-on-year.Due to the rapid export growth,So the whole trade surplus also reached $27.7 billion high.

  从国别来看,中国对欧盟的出口增速则仍为负值,为-10.7%,略好于上月的-12.7%。

From the country to see,China's export growth to the European Union is still as a negative value,For - 10.7%,Slightly better than the 12.7% last month.

  但对美国以及香港地区的出口增速却有了好转,各上升至5.5%和31.7%,高于上月的3.0%和27.1%。

But for the United States and Hong Kong, export growth has improved,Each rose to 5.5% and 31.7%,Higher than last month's 3.0% and 27.1%.

  市场在给今年以来一直处在低迷外需状况之下的企业带来一线曙光的同时,也带来疑虑,这样的情况是否还会持续下去?欧债危机持续向欧盟核心国家发酵,以及美联储刚祭出的第三轮量化宽松货币政策(QE3)带来的人民币升值预期,都在为备受期待的第四季度出口端的表现带来负面效应。

The market has been in this downturn now under condition of enterprise to bring a ray of dawn at the same time,Also bring doubts,This situation is still likely to continue?The debt crisis continued to core eu countries fermentation,And the fed just offering out the third round of the quantitative easing monetary policy(QE3)Bring RMB appreciation,In the fourth quarter for the much-anticipated export performance of the negative effect.

  稳定外贸增长,中国政府已经出台了外贸“国八条”以及16条细则,立足于减免中小企业负担,使企业敢于接单。然而《第一财经日报》从企业了解的情况来看,回暖迹象并不能立即判断为向好拐点,而从政策面来看,现有政策的有效性也有待考察。

Stable foreign trade growth,The Chinese government has issued a foreign trade"Eight countries"Article 16 rules and,Based on the reduction of small and medium-sized enterprise burden,Make the enterprise dare to pick one.however[The first financial daily]From the enterprise to understand the situation,Warmer signs and not immediately judgment for better off inflection point,And the policy surface to see,The effectiveness of the existing policy is to be determined.

  在112届中国进出口商品交易会新闻发布会现场,新闻发言人、中国对外贸易中心副主任刘建军的一席话发人深省:9月已经过去,要看到下一个数据,才能知道当前状况是否有暗示作用。政府只能创造一个相对稳定良好的大环境,而提升竞争力,企业还需要下更大的功夫。

In the 112th China import and export fair press conference,News spokesman/China foreign trade center, deputy director of the LiuJianJun's words were thought-provoking:September is over,Want to see the next data,To know the current situation have suggested that role.The government can only create a relatively stable good environment,And enhance competitiveness,Enterprise need much more time.

  企业仍未感受“回暖”

Enterprise is still not feel"milder"

  抛开是否能完成年初制定的10%目标不谈,对于决策者而言,如何判断9月单月数据回暖的意义,至关重要:是伴随四季度而来的拐点,还是仅仅昙花一现?

Despite can complete set at the beginning of the 10% goal not to talk,As for decision makers,How to judge September monthly performance data milder meaning,vital:With four quarter is of inflection point,Or just a flash in the pan?

  商务部副部长、中国国际经济交流中心秘书长魏建国对本报记者表示,最困难的时候还没有到来,鉴于欧债危机的影响,对欧洲市场出口下滑,应该还会持续一段时间。

Vice minister of commerce/China international economic exchange center secretary general Mr Wei to our reporter said,The most difficult time has not yet come,In view of the influence of European debt crisis,Export to European market decline,Should is likely to continue for some time.

  “如果欧债危机9~10月份有缓和迹象,又赶上圣诞节前订单高潮,10月份将有可能是外贸拐点。”魏建国表示。

"If the debt crisis 9 ~ 10 months have signs of easing,And catch up with high order before Christmas,October will likely is foreign trade inflection point."Mr Wei said.

  出口企业则对市场仍持谨慎态度。新明珠陶瓷集团国际事业部总经理吴敏刚对记者表示,9月是中国传统的出口旺季,在圣诞订单拉动以及国家陆续出台的促进外贸稳定增长利好政策“组合拳”作用下,企业订单企稳回升,但今年9月出口增速仍然低于去年,未来出口压力依然存在,“并未感受到真正的市场回暖”。

Export enterprise in the market is still cautious.New pearl ceramic group international division general manager WuMinGang told reporters,September is the traditional Chinese export season,In the Christmas orders pull and national comes on stage in succession to promote the steady growth of foreign trade good policy"combination"Under the action of,Enterprise order stabilises picks up,But September this year export growth is still lower than last year,The future outlet pressure still exist,"Did not feel the real market thaw".

  “确实有个别客户追加订单,但数量不是很多。”东莞毛纺织企业颖琪实业有限公司行政总裁曾天仁反映,“从目前看,估计今年年末到明年4月的订单数量要比同期略有增长。”不过,曾天仁表示,尽管数量可能会上去,但是难以卖一个好价格,为了生存,现在只要毛利保持在5%左右的单都接,若扣除中间损耗,实际利润微乎其微。

"Do have individual customers additional orders,But the quantity is not many."The dongguan woolen enterprise YingQi industrial co., LTD. Chief executive had tianren reflect,"From the current see,It is estimated that this year the end of the year to April next year the order quantity than over the same period increased slightly."but,Once said we,Although number may go to the meeting,But hard to sell a good price,In order to survive,Now, as long as the Maori remain at around 5% by single,If recoup intermediate loss,Actual profit very little.

  而昨日上午,刘建军对在场记者表示, 本届广交会出口展位满足率仅为54%, 这说明在经济环境不确定的背景下,广大外贸企业对通过广交会开拓国际市场的诉求更加强烈。从酒店、航空公司等先行数据来看,虽然欧盟客商数量在减少,但本届广交会到会的采购商总体数量应该能与上届持平。

And yesterday morning,LiuJianJun to present reporters, The Canton fair booth meet the export rate is only 54%, It shows that in the economic environment under the background of uncertainty,The foreign trade enterprises to develop international market by the China export commodities fair appeal more strongly.From the hotel/Airlines, first data to see,Although the number of customers in reducing,But the Canton fair to the overall number of buyers should be the same with the former.

  第112届广交会继续保持三期展览格局不变, 展览总面积116万平方米,展位总数59509个,境内外参展企业24840家, 比上届增加196家。

The 112th Canton fair to keep the third phase of the exhibition the same pattern, Exhibition area of 1.16 million square meters,A total of 59509 booths,The 24840 enterprises at home and abroad, The last increase than 196.

  从整体来看,全球贸易活动都在降温。世界贸易组织(WTO)近日预计,今年全球商品贸易量将仅增长2.5%,增速低于去年的5%以及2010年的近14%。荷兰经济政策研究局(CPB Netherlands Bureau for Economic Policy Analysis)估计,6月和7月,全球商品贸易量全面下滑。

On the whole,Global trade activities are cooling.The world trade organization(wto)Recently is expected to,Global commodity trade this year will be only 2.5% growth,Growth of less than 5% last year, and almost 14% in 2010.The Dutch economic policy research(CPB Netherlands Bureau for Economic policy analysis)estimate,June and July,Global commodity trade overall decline.

  但是世界贸易量出现总体大幅下滑的现象也是非常少见的。除了2009年全球贸易减少12%之外,过去五十年中世界贸易量减少的情况仅出现过三次。

But the world trade appeared overall sharp decline phenomenon is also very rare.In addition to the 2009 global trade outside the reduced by 12%,The past 50 years the world trade volume reduced situation occurs only three times.

  有待寻找新的竞争力

To be looking for new competitiveness

  对于国务院已经出台的促进外贸“国八条”以及16条细则,相当多的业内人士认为并不是最为给力的刺激政策。然而受困于财政收入减少,以及担心出口退税政策是否能够真正精准解决问题等顾虑,上述政策并没有将汇率、出口退税率调整等纳入最终细则。

The state council has issued for the promotion of foreign trade"Eight countries"Article 16 rules and,Quite a number of the personage inside course of study thinks is not to force the stimulus.However trapped in fiscal revenue to reduce,And worry about the tax reimbursement for export policy whether can really accurate solution concerns,The above policy and no will exchange rate/The export tax rebate rate adjustment into the final rules.

  一位了解该过程的业内人士曾对本报记者表示,与经济下行趋势一致的是,外贸走向颓势也是难以避免的,目前而言,大家都在观望年末状况如何,以判断是否该祭出更为强有力的政策。

In a position to know the process of the industry had told our reporter said,And economic descending trend is consistent,Foreign trade to flagging is also difficult to avoid,For the present,You're looking at the end of the year status,To determine whether the offering a more powerful policy.

  今年上半年以来,无论是欧美日等发达经济体还是以金砖国家为代表的新兴经济体,经济增速普遍放缓。“总体看,由于世界经济仍趋于下行,今后几个月外贸形势仍然很严峻。”刘建军表示。

Since the first half of this year,Both Europe and the United States, and other developed economies or in the nuggets countries as a representative of emerging economies,Economic growth slowdown in common."On the whole,Due to the world economy is still tend to descending,The next few month foreign trade situation is still very grim."LiuJianJun said.

  与不可控的外需相比较,处于一线的企业,在最困难的时期,开始了艰难的转型求生存之路。

And uncontrolled compared to overseas market demand,In a line of the enterprise,In the most difficult time,Started difficult transformation of survival road.

  “这些利好政策对企业来说是有正面影响的,但影响有限。”曾天仁说,“企业当然希望多点出口退税,人民币汇率更加平稳,但实际上有些政策的调节余地并不大,比如服装行业的出口退税,经过多次上调已经达到现在的16%,几乎没有多少上调空间了。”

"These good policy for enterprises is a positive influence,But a limited impact on."Once said we,"Enterprise certainly hope more export tax rebate,The exchange rate for the renminbi more smoothly,But in fact some policy adjustment room is not big,Clothing industry such as the export tax rebate,After many raised has reached 16% now,Almost don't have much increase the space."

  “外需不振的局面单靠国家政策是难以有根本性扭转的。”曾天仁表示,“企业生存和发展很大程度要靠自己,通过转型升级和开拓多元化市场度过寒冬。”

"Now the situation of single by national policy is difficult to have a fundamental change."Once said we,"The enterprise survival and the development largely to rely on their own,Through the transformation and upgrade and develop diversified market through the winter."

  刘建军则向记者举例他多年所关注的一个企业在危机面前发生转变的情况。以前该企业一直与周边类似企业有同质化竞争,后来大家开始逐步细分,其他企业专注做某些组件,而这家企业则侧重于整体组装设计等流程,现在大家都各自找到了自己的蓝海,不仅避免了打价格战,还在出口的过程中都提升了竞争力,成功度过金融危机。

LiuJianJun have told reporters his years concern for an enterprise in a crisis happened before the change of the situation.Before this enterprise has been and peripheral similar enterprise have homogenization competition,Then we began to gradually segmentation,Other enterprise dedicated to do some components,And the enterprise are focusing on the whole assembly design process,Now everybody each found their own blue ocean,Not only avoid the price war,In the process of export have enhanced competitiveness,Success through the financial crisis.



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