Pubblicato in: Cina, Devoluzione socialismo, Economia e Produzione Industriale, Senza categoria

Cina. Grande Muraglia contro la Germania. – Handelsblatt.

Giuseppe Sandro Mela.

2018-06-03.

2018-05-28__Grande_Muraglia__001

Se gli occidentali hanno grande difficoltà a comprendere la mentalità cinese, figuriamoci poi i tedeschi che, si potrebbe dire, sembrerebbero non brillare per acume politico e diplomatico.

Eppure i fatti recenti avrebbero ben dovuto insegnare qualcosa.

Sanzioni. Attenti, che la Cina le fa per davvero.

«Violenta lite tra clienti da Printemps, nel corner del marchio di lusso Balenciaga, dove erano in coda decine di clienti, in attesa di acquistare l’ultimo paio di sneakers del brand. Due donne cinesi hanno raccontato di essersi viste superare nella coda da altre persone e, quando il figlio di una delle due è intervenuto per far valere le ragioni della donna, è stato aggredito e bloccato dal personale di sicurezza dei grandi magazzini. ….

In molti hanno registrato video, presto diffusi su Weibo, il Twitter cinese, scatenando un incidente diplomatico.

Tutti i giri turistici hanno eliminato per i cinesi le visite ai Printemps ed ai negozi che vendono il marchio Balenciaga.

In Cina i negozi che trattavano quel Brand non ne vendono più nemmeno un paio di scarpe a regalarlo e li stanno rendendo alla Maison.»

*

Visto che bello scherzetto?

Nelle valutazioni del commercio estero sicuramente devono essere tenuti in considerazione i fondamentali economici e finanziari, sicuramente giocano i rapporti dei cambi, altrettanto sicuramente giocano leggi, normative e dazi, ma esiste anche un pubblico sentire.

Se l’Occidente è pronto a sanzionare, ed anche severamente, un qualcuno anche solo sospetto di sexual harassment, i cinesi diventano intolleranti a quanti vogliano mettere loro i piedi in testa. Non serve nemmeno che intervenga il Governo. Ed hanno anche una memoria elefantiaca.

2018-05-28__Grande_Muraglia__002

«On paper there is nothing to stop German companies buying Chinese firms»

*

«But the reality is very different»

*

«Yet they don’t complain about the discrimination because they’re making big money in China»

*

«German Chancellor Angela Merkel is on her 11th official visit to China, with corporate bosses in tow. They include happy execs from German automakers BMW, Daimler and VW whose shares gained €6 billion ($7 billion) on Tuesday when China announced it will cut tariffs for all imported cars to 15 percent from 25 percent.»

*

«In fact Germany’s top 30 DAX-listed companies generate an average of 15 percent of their revenues in China and have almost 700 subsidiaries there, according to Handelsblatt calculations. That’s almost €200 billion — more than ever before»

*

«Companies with foreign investors aren’t treated like local companies in China»

*

«Given the dependence of German firms on the vast Chinese market, it’s not surprising that they refrain from criticism of the chronic discrimination of foreign companies in the country»

*

«That’s despite mounting concern here that China is buying German companies because it wants to get technological know-how»

*

«Last year Chinese investors bought €12 billion worth of German industrial companies with deals including the €6 billion takeover of energy services group Ista by Cheung Kong Holding»

*

«non-German companies last year bought 870 German firms worth some €100 billion, almost twice as much as the year before»

* * * * * * * *

Cerchiamo di sintetizzare in poche parole, anche a costo di essere molto riduttivi.

– I cinesi stanno comprando cash un gran numero di aziende occidentali, tedesche in particolare, per acquisirne il know-how. Poi, una volta che le hanno svuotate, le abbandonano al loro destino.

– Quanto sopra detto sarebbe tollerabile, ed anche benvenuto da molti altri punti di vista, le imprese occidentali e tedesche facessero lo stesso in Cina. Cosa che invece i cinesi proprio non permettono: da questo orecchio non ci sentono per nulla.

– Se sicuramente una ditta tedesca può aprire uno o più stabilimenti in Cina, altrettanto sicuramente non potrebbe riportarseli a casa se i cinesi la scacciassero. Il know-how è trasportabile, uno stabilimento no.

– cosa mai hanno da lamentarsi che “Companies with foreign investors aren’t treated like local companies in China”? Se accorgono adesso e vorrebbero che gli altri togliessero loro le castagne dal fuoco?


Handelsblatt. 2018-05-27. A Great Wall against German investment

On paper there is nothing to stop German companies buying Chinese firms. But the reality is very different. Yet they don’t complain about the discrimination because they’re making big money in China.

*

Champagne corks are sure to be popping in Beijing today, at least on first glance. German Chancellor Angela Merkel is on her 11th official visit to China, with corporate bosses in tow. They include happy execs from German automakers BMW, Daimler and VW whose shares gained €6 billion ($7 billion) on Tuesday when China announced it will cut tariffs for all imported cars to 15 percent from 25 percent.

The olive branch intended for America is a late Christmas present for German industry. VW alone will save some €600 million this year on Porsches assembled in Germany and exported to China, according to an auto analyst.

In fact Germany’s top 30 DAX-listed companies generate an average of 15 percent of their revenues in China and have almost 700 subsidiaries there, according to Handelsblatt calculations. That’s almost €200 billion — more than ever before.

——

“Companies with foreign investors aren’t treated like local companies in China.”

——

Given the dependence of German firms on the vast Chinese market, it’s not surprising that they refrain from criticism of the chronic discrimination of foreign companies in the country.

One of few outspoken critics is Kurt Bock, who stepped down as head of chemicals giant BASF this month. He said it was time foreign chemical companies active in China were treated equally. BASF employs some 7,000 people in China who generated 11 percent of group revenues last year, yet the chemical maker is largely shut out of acquiring Chinese firms.

In China’s auto and chemicals industries, foreign companies can only purchase stakes through joint ventures. Rare exceptions include the 2015 acquisition by Germany’s Schuler, the world’s biggest manufacturer of presses, of Chinese engineering company Yadon, and the 2013 acquisition of Chinese machine tool company Jiangsu Jinfangyuan by Germany’s Trumpf.

By contrast, non-German companies last year bought 870 German firms worth some €100 billion, almost twice as much as the year before. The German economy ministry investigated 50 of these bids and in a third of those cases, the buyer was Chinese. In the 14 years since the German government launched the system of reviewing investments, it hasn’t blocked a single one.

That’s despite mounting concern here that China is buying German companies because it wants to get technological know-how. When Chinese group Midea bought Bavarian robot maker Kuka in 2016, the German government promised to scrutinize takeovers more closely.

But China is on a buying spree. Last year Chinese investors bought €12 billion worth of German industrial companies with deals including the €6 billion takeover of energy services group Ista by Cheung Kong Holding.

It’s part of the country’s “Made in China 2025” drive to transform the economy from a low-cost mass producer to a leading high-tech player in internet technology, medical engineering, aerospace, railways and renewable energy.

A study by the Bertelsmann foundation reveals that almost two-thirds of Chinese corporate stake purchases of 10 percent and higher between 2014 and 2017 were in key sectors of “Made in China 2025” identified by the Chinese government.

Annunci