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.
惠譽:疫情衝擊全球電子供應鏈 窒礙全球工業產出
阿思達克 03-02 12:27
評級機構惠譽發表報告指,中國新冠病毒疫情爆發干擾全球供應鏈,電腦及電子元件面對最大風險。該行經濟團隊最新月度數據顯示,電腦及電子元件屬中國中間進口及出口最大佔比,亦為出口海外增值組裝佔比最大。內地關廠將影響依賴中國輸入的全球工業產出,即使並不直接受中國需求放緩所影響。惠譽表示,儘管內地政府努力遏止疫情擴散,是次疫情對中國經濟活動的干擾,不僅影響內地居民收入及需求,亦對全球供應鏈帶來重大連鎖效應。區內交通受干擾,僱員留在家中,及地方政府「封城」措施,導致過去數周工廠運作遠低於產能,甚至關閉。數據顯示,2015年中國電腦及電子元件板塊中間產品進口值達1,440億美元,隨後在中國組裝並出口。報告指出,中國電腦及電子元件出口龐大。電腦及電子元件板塊(包括個人電腦、手機、半導體、白色家電及電動機械)在2015年出口中間產品達3,860億美元。該板塊出口海外增值組裝佔比龐大,凸顯中國製造業在全球電子供應鏈中的重要角色。惠譽稱,中國工廠受干擾將引發全球供應鏈電子投入日益短缺。全球愈來愈多的製造企業表示產自中國元件短缺將影響其生產線,特別是汽車工業。舉例,南韓現代汽車及日本日產需要暫時關閉部分車廠,而蘋果公司亦指智能手機供應受損。報告表示,主要經濟體製造企業正面對產自中國電子元件供應短缺。印度及日本製造企業料最受損害,其60%電子元件投入來自中國。美國製造企業亦依賴中國電子元件進口,逾50%總中間電子產品來自中國。歐洲企業則相對受影響最小,即使中國電子元件投入佔總中間電子產品進口達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