You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
惠誉:疫情冲击全球电子供应链 窒碍全球工业产出
阿思达克 03-02 12:27
评级机构惠誉发表报告指,中国新冠病毒疫情爆发干扰全球供应链,电脑及电子元件面对最大风险。该行经济团队最新月度数据显示,电脑及电子元件属中国中间进口及出口最大占比,亦为出口海外增值组装占比最大。内地关厂将影响依赖中国输入的全球工业产出,即使并不直接受中国需求放缓所影响。惠誉表示,尽管内地政府努力遏止疫情扩散,是次疫情对中国经济活动的干扰,不仅影响内地居民收入及需求,亦对全球供应链带来重大连锁效应。区内交通受干扰,雇员留在家中,及地方政府「封城」措施,导致过去数周工厂运作远低於产能,甚至关闭。数据显示,2015年中国电脑及电子元件板块中间产品进口值达1,440亿美元,随後在中国组装并出口。报告指出,中国电脑及电子元件出口庞大。电脑及电子元件板块(包括个人电脑、手机、半导体、白色家电及电动机械)在2015年出口中间产品达3,860亿美元。该板块出口海外增值组装占比庞大,凸显中国制造业在全球电子供应链中的重要角色。惠誉称,中国工厂受干扰将引发全球供应链电子投入日益短缺。全球愈来愈多的制造企业表示产自中国元件短缺将影响其生产线,特别是汽车工业。举例,南韩现代汽车及日本日产需要暂时关闭部分车厂,而苹果公司亦指智能手机供应受损。报告表示,主要经济体制造企业正面对产自中国电子元件供应短缺。印度及日本制造企业料最受损害,其60%电子元件投入来自中国。美国制造企业亦依赖中国电子元件进口,逾50%总中间电子产品来自中国。欧洲企业则相对受影响最小,即使中国电子元件投入占总中间电子产品进口达25%至30%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account