[新聞] 印度通過10億美元補貼IT製造

看板Stock作者andrew0041時間3年前 (2021/02/25 12:35)推噓3(3推 0噓 3→)

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https://www.google.com.tw/amp/s/au.sports.yahoo.com/amphtml/india-cabinet-appr oves-1-billion-102650516.html (Reuters) - India's cabinet on Wednesday approved a 73.5 billion rupee ($1.02 billion) plan for boosting the local manufacturing and export of IT products s uch as laptops, tablets, personal computers and servers, the country's technol ogy minister said. The production-linked incentive (PLI) plan, which provides manufacturers cash- backs, will help India export IT goods worth 2.45 trillion rupees, technology minister Ravi Shankar Prasad told a news conference. "The focus of the scheme is to get global champions to India and to make natio nal champions out of local manufacturers," Prasad said, adding that the plan c ould create roughly 180,000 jobs. The PLI plan is also likely to help U.S. tech giant Apple Inc assemble some of its iPad tablets in India, Reuters previously reported. Prime Minister Narendra Modi's policy push in the electronics sector has promp ted Apple suppliers Foxconn and Wistron to expand in India, and driven Pegatro n to set up base there. The three Taiwan companies have committed to invest roughly $900 million to ma ke iPhones in India as part of a $6.7 billion PLI plan launched by the governm ent last year. Modi's strategy, coupled with India's huge market, have also helped turned the country into the world's second-biggest mobile maker after China. New Delhi now wants to replicate the success of smartphone manufacturing with other electronics in a bid to cut imports. The federal cabinet last week approved a $1.68 billion plan to promote local m anufacturing and export of telecoms and networking gear. 心得：其實各國都學中國老路錢給的夠就來了一下暴動一下疫情但現實就是印度在疫情大爆發經濟下滑嚴重還是有13%fdi增速外資用錢投票事實上這種組裝也是中國一堆沒上過學的農民工再做的素質也是很低花三倍錢根本盤 20萬員工一年差10萬可是緯創兩年的淨利只要有錢殺頭生意都有人做了適應文化管理成本根本不算什麼目標量不是很大最終產品大概300億鎂而已目前印度的IT製造比紡織還少其實根本不成氣候印度的優勢在市場換投資不來就課稅供應鏈會被迫過去印度出口真正問題是基建尤其港口匱乏隨著莫迪1.4兆鎂公共建設要到一個程度會量變驅動質變不過這個趨勢可能要五年蘋果的中國廠就專做賣給中國產品以前中國代工賺外匯現在是中國自產自銷蘋果賺外匯走人其實日韓產業升級過程都會出口變少中國差別是貪官與移民外匯需求大以及貨幣長期超發導致資產溢價導致外匯流出大未來應該會降低進口因應五年後出口降低台灣是中國主要進口國這五年面臨競爭應該會加劇中國會不計代價政策扶持降低進口如果台灣守住五年後中國應該會出現外匯問題就像俄羅斯一樣有出超但只要不夠強貨幣照貶 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 223.136.211.107 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1614227753.A.766.html

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