因为疫情,越南制造业正重新回到中国,还是回到中国更好,真是太疯狂了,印网民热议

2021.9.20 发布在 世界看中国 栏目

因为疫情,越南制造业正重新回到中国,还是回到中国更好,真是太疯狂了,印网民热议 世界看中国-第1张 A Vietnamese military personnel (R) checks the travel documents of a motorist at a checkpoint in Ho Chi Minh City on August 23, 2021, after the government imposed a stricter lockdown until September 16 to stop the spread of the COVID-19 coronavirus. (Photo by Pham THO / AFP)

Vietnam’s Covid outbreak is pushing manufacturing back into China
因为疫情,越南制造业正重新回到中国
Companies have spent the past several years moving manufacturing out of China and into neighboring southeast Asian nations,both to exploit cher labor in other countries and to dodae tariffs imposed during the Trump administration’s trade war with China.Vietnam hasbeen one of the most popular destinations for US companies opening up new factories,along with Cambodia,Indonesia,Myanmar,and Mysia.
近几年来,一些企业将制造业务从中国迁至周边的东南亚国家。越南与柬埔寨、印度尼西亚、缅甸和马来西亚一样,一直是美国公司开设新工厂的最热门目的地之一。但如今,在严重疫情导致越南各地工厂关闭后,这些企业纷纷把工厂迁回中国
Now,companies are scrap those efforts and moving their factories back to China after a punishing wave of Covid-19 infections has shuttered factories across Vietnam.After three months of lockdowns,the Vietnamese go nment is only just begng to gradually ease restrictions.Earnings calls are resounding with executives’worries over their lost manufacturing capacity
“I talked to one CEO who shared with me that he had six years of supply chain work they undid in six days,”said Roger Rawlins,CEO of the footwear and accessory conglomerate Designer Brands,according to a FactSet transcript of a Sept.14 management conference.”And when you think about the amount of effort everyone was putting into getting out of China,and now one of the places where you can get goods is China-it really is crazy,the rollercoaster that everybody s been on.”
在越南长达数月的疫情封控后,跨国公司高管们的担忧正在公司财报电话会议中回响。“一名首席执行官CEO告诉我,他花了6年在越南打造的供应链,6天内就被放弃了”,美国鞋业集团Designer Brands的CEO罗林斯说,“想想大家为离开中国付出了多少努力,可如今你能获得商品的(为数不多的)地方之一就是中国。这真是太疯狂了,好像每个人都在坐过山车”

以下是印度时报读者和youtube网友的评论:

Harikesh A

I’m Indian but I love Vietnam and Vietnamese people,they are so generous and kind-hearted
我是印度人,我爱越南和越南人民,他们是如此慷慨和善良

Lalit Gulati

If we are thinking there is an alternative to Chinese manufacturing,then it’s wrong.I have seen Chinese industrial areas,and they are huge,we can fit many small countries into those areas.
如果认为我们有替代中国制造业的其他选择,那就错了。我看过中国的工业区,规模很大,比很多小国都大。

Harikesh A

moving supply chains from China to Vietnam is not easy as people think.Yes,you will see small manufacturers moving out of China,but these are low end products.China is very qood making things more efficient,cher,and quicker.Plus china got the people resource and materials.Not easy to replicate.
将供应链从中国转移到越南并不像人们想象的那么容易。是的,你会看到小的工厂离开中国,但这些工厂生产的都是低端产品。中国制造效率更高、成本更低、速度更快。再加上中国有充足的人力资源和物资。这套模式不容易复制。

Bchandran Nair

India and Vietnam are brothers forever
印度和越南永远是兄弟

Harikesh A

India and Vietnam will attract more manufacturing companies.
印度和越南能吸引更多制造企业

Mahendra Snt

Well how about India?Narendra Modi is enticing investments.
那么印度呢?纳伦德拉,莫迪正在吸引投资。

Bchandran Nair

the eidemic is not hurting China that much
疫情对中国的影响没有多大啊

Jagdesh Pandey Dr.

The fact that Vietnam prospers only shows that Chinese models work
越南的繁荣只是证明了中国模式是有效的

Dinesh Sskar

Vietnam have stable Govt&only One one nation just like china that’s why they have advantage on decision making here in india one decision leads to prests
越南政府稳定,也是一党制国家,做决策速度快,这点也有优势,而印度每个决策都会遇到阻挠

Mahendra Snt

China fears that India and Vietnam are good friends.
中国担心印度和越南成为好朋友。

Jagdish Madan

Perhaps the tune has now changed at G.P that China is now a major global power
也许调子现在已经改变了,中国现在是一个主要的全球大国

guru klr

Vietnam’s rise is important for the stability of South-East Asian region and hegemony of China in South China sea.As an Indian,I do feel bad for my country,but we will get there,we don’t have that infrastructure yet.It will take us next 10-15 years to complete all the infrastructure given the sheer size of the country and po itical environment.We will rise too.Till 2040,oul GDP will surpass US gdp becoming the second biggest economy in the world
越南的崛起对东南亚地区的稳定和制衡中国在南海的霸权具有重要意义。作为印度人,我为我的国家感到难过,我们还没有那种基础设施
考虑到我们国家的规模和政治环境,我们需要10-15年的时间来完成所有的基础设施。我们也会奋起直追。到2040年,我们的GDP将超过美国成为世界第二大经济体。

Kaliyug

As an Indian,I feel Vietnam deserves more foriegn investment which wants to leave China,than India or Meco
作为印度人,那些想要离开中国的外国投资,我觉得越南应该得到比印度和墨西哥更多的投资

Subodh Mishra

India is not the alternate of China It is more than that!
印度不是中国的替代选择

Rahul Malhotra

Bottom line,China will dominate the global supply chain for years to come.Deal with it
总之,在未来几年里,中国将主导全球供应链。

Uday Gohi

China zero Covid policy It has greatly attracted foreign investment
中国实现新冠肺炎清零政策,极大吸引了外国投资

Manohar Sharma

when i see the extreme efforts needed to control the epidemic i think there might be hope for the future of China
看到控制疫情所需要付出的努力,我认为中国的未来可能会有希望

pm platinumman

China zero covid strategy It’s like killing a fly with a hand granade and then cheering becouse the fly is dead
中国的疫情清零政策,就像用手榴弹打死一只苍绳,然后欢呼苍蝇死了

sanjeey suri

This should send a message to manufacturers-diversify geographically.Do not become dependent on one country
这应该给制造商发出一个信号,让他们实现地域多元化。不能过度依赖一个国家的供应链

Ram Dularay Verma

Cant underestimate Vietnam after the USA war
越战后,我们就不能低估越南了

Nataraj

India is big and has a lot of internal conflicts.Need to solve those first.
印度是个大国,内部冲突不断。我们首先要解决这些问题。

Guru

Vietnam and India are working very closely to provide an alternative to china.Its Vietnam now but India is ready to rocket.Com-on India
越南和印度正在密切合作,为中国提供另一个选择。现在是越南,印度也在摩拳擦掌。印度加油

Balhans Jayaswal

The manufacturing industry in Vietnam is terrible Ya i think world needs alternative and India would be best
越南这个国家的制造业太差了
我认为世界需要替代选择,印度就是最好的替代选择

V For Vendetta

Now would be a great time to start a war with China…if anything…weken it further
现在是向中国开战的好时机,进一步削弱中国

Sarveshwar Singh

Nah,it is a stress test for the rest of the world in terms of China supply chain.Pretty smart people in Chinese go nment,with great deal of discipline in many successful decision making
这是世界其他国家对中国供应链的压力测试。中国的领导班子非常聪明,做出了很多成功的决策,办事有很强的纪律性。

Sangeet Kumar

Jain k India i believe,will benefit most from this.Problem with India is that the population and sub cultures vary by region.
我相信印度将从中受益最大。印度的问题在于各地区的人口和亚文化差异。

Madan Mohan

I think so india will attract the companies more as india has the most manpower in wor d.also their sry per hour is less than china and Meco…
我认为印度会吸引更多公司,印度拥有世界上最多的人力资源,工人的时薪也比中国和墨西哥更低

Asok Datta

it would not be easy for India to replace china.India is still at the early stage of being manufacturing hub where as china is exporting high end manufactured products
印度要取代中国并不容易。印度仍处于崛起为制造业中心的早期阶段,而中国正在出口高端工业成品。

User kathirvel

Im indian but i love vietnam Vietnam send yur goods to india
我是印度人,我爱越南。越南啊,请把你们的产品出口到印度来

Anik Debnath

What’s affecting China’s economy is they’ve run out of computer chips,not epidemic
影响中国经济的是,芯片告馨,而不是疫情

Sanjoy Pandey

keep rising Vietnam
越南,继续崛起吧

Rajesh T

There is a limit to which Vietnam and other small countries can rise.There is no limit to which India and China can rise.Look at Japan,once an economic powerhouse,still a very technologically advance county has not been able to grow bevond 2%each vear for the last 30 years
I am not living in a dream,I talk what I see on the ground.India will become a military superpower till 2030,and an economic powerhouse till 2050.
If you are in so much hurry to develop,go settle in other countries.India will grow at it’s pace.
越南和其他小国的崛起是有限度的。印度和中国的崛起没有极限,天空任鸟飞的那种。看看日本,曾经的经济强国,现在仍然是一个技术先进的国家,在过去的30年里每年的增长率都不超过2%
我不是活在梦里,我说的是我亲眼看到的。
到2030年,印度将成为军事超级大国,到2050年成为经济强国。印度将按照自己的速度继续发展

Ankush Jagga

Vietnam has always been a great friend of India and we Indians have great respect for you.I hope Vietnam prosper into a developed country in coming decades.India has developed a lot of SEZ in past decade.Most of it is occupied by software companies.
越南一直是印度的好朋友,我们印度人尊重你。我希望越南在未来几十年成为一个繁荣的发达国家。印度过去十年建立了很多经济特区。入住的大部分是软件公司