52gaoapp@gmai l.com
添加时间:另外,从上榜美国企业的名单来看,它们在信息技术服务、半导体等前沿领域和保健、制药、食品等生命健康领域的技术优势,依然和中国企业保持着代差。同我们的邻国日本相比,虽然我们在上榜企业数量上已经遥遥领先,但日本上榜的52家企业,全部是对应领域的全球领头羊,有的甚至形成了难以赶超的优势。
CNS:We have noticed that the German government has recently launched the National Industrial Strategy 2030, which aims to maintain the leading position facing the tremendous competitions from the US and China. Several industries have been identified to be ones representing Germany’s manufacturing excellence and the government is urged to be more supportive, in another sense, to be more protective. So how do you view this directional change of the government to be more involved in the business activities? What are the impacts on the mittelstand sector, which is the backbone of Corporate Germany? Meantime, how can Germany and China achieve a win-win situation taking into account the variables of the government policies?
Simon:China has become the factory of the world, as expected for many years. It has gone through a transformation from low cost, low price, low quality producer to a medium cost, price, quality producer. In some sectors Chinese companies are world-class manufacturers, a good example are railroads. But in general the quality of typical Chinese products is not yet at the level of German products. It is important to be realistic about these facts and not to dream. The objective quality is one side, the perceived quality is the other side. Perceived quality is created through objective quality plus branding. And branding remains a weakness of Chinese firms. There are only two Chinese companies among the top 100 in the world, Huawei is No. 70 and Lenovo is No. 100.
很难把黄金走弱归咎于一个原因。黄金交易商不得不应对系列事件,包括:英国退.欧的最后期限、特.朗.谱退出与朝的核.谈判、持续的中.美..争.端、美债收益率曲线倒挂,后者预示着今年晚些时候美国经济可能出现衰退。如果认为黄金是一种避险资产、并在地缘政治动荡时期上涨的传统观点,那么上述所有因素都有可能成为看涨因素。
波音公司周三发布了737 MAX系列客机飞行控制系统的软件升级程序,以解决迎角传感器提供错误数据的情况。该公司还计划在所有737 MAX系列上安装特别警告系统。波音同时也强调,对软件的升级并非承认两起坠机是由MCAS系统引发。波音737 MAX何时恢复飞行还将由各国民航局自行决定,美国联邦调查局已经加入对波音的调查。
短中长期指标警戒,猪周期拐点确立,预计年内猪肉价格累计增长44.26%3月份猪肉价格反季节性波动,符合历次猪周期变动规律,预计猪周期上行通道已经开启。受2018年8月非洲猪瘟疫情影响,2019年2月生猪及二元母猪存栏数量锐减,已超过2006年猪蓝耳病疫情水平。根据生猪养殖周期规律,预计今年3-9月、11-12月猪肉价格将持续上行,9-11月受到猪肉消费季节性因素影响,预计猪肉价格小幅度回落。通过对比,本轮猪周期与2006-2010年、2010-2014年猪周期有较多相似性,测算结果显示,预计在乐观/中性/悲观的情境下,猪肉价格年内累计增长幅度依次为34.64%/44.26%/55.38%。