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The problem is supply chains - the thousands of companies that provide components, from auto parts to zippers to microchips. China's are famously nimble and resourceful, but they lack raw materials and workers after the most intensive anti-disease measures ever imposed closed factories, cut off most access to cities with more than 60 million people and imposed travel curbs.
In smartphones, an industry that relies on China to assemble almost all its handsets, some components suppliers say production is as low as 10% of normal levels, according to Nicole Peng of Canalys, a research firm.
\"The bad news is that there will be further impact, and the impact is worse than a lot of people initially expected,\" said Peng.
Travel and retail businesses that need Chinese customers have suffered the most so far from the partial shutdown of the second largest economy.
But brands including Apple<\/a> Inc. say it is starting to disrupt their supplies. Analysts warn the longer that disruption lasts, the more damage will spread to wider industries<\/a> and other economies.Global brands have used low-cost Chinese labor to assemble goods for three decades. Now, they increasingly depend on China to supply auto, computer and other components. So disruptions can make this country a bottleneck, choking off their sales.
The most optimistic forecasts call for bringing the virus under control by March, allowing manufacturing<\/a> to rebound. Gloomier outlooks would have the outbreak lasting through mid-May or later. Or, as the World Health Organization warned this week, authorities might fail to stop its global spread.
Automakers and other factories are reopening, but analysts say they won't restore normal production until at least mid-March.
\"If factory work does not spike in the coming weeks, a global parts shortage would likely emerge,\" Taimur Baig and Samuel Tse of DBS said in a report.
President Xi Jinping has put his personal authority behind reviving industry.
Beijing is promising tax cuts, though economists say financial help will have limited impact when anti-disease controls still in effect are still keeping workers away from factories and disrupting the movement of goods.
On Sunday, Xi said \"low-risk areas\" should change disease-control measures to fully restore production while high-risk areas focus on fighting the epidemic, according to the official Xinhua News Agency.
Manufacturers face a shortage of workers after millions who visited their hometowns for the Lunar New Year holiday were stranded there by the suspension of plane, train and bus services.
Officials must \"unblock transportation channels,\" Xinhua cited Xi as saying.
The government of Yiwu, a southeastern city known for its thousands of suppliers of buttons, doorknobs and other components to export manufacturers, says it arranged planes and trains to help their employees get back to work.
China accounts for about one-quarter of global manufacturing when measured by the value added in its factories. But it is the final assembly point for more than 80% of the world's smartphones, more than half of TVs and a big share of other consumer goods.
Apple, which has most of its iPhones and other products assembled by contractors in China, rattled stock markets when it warned Feb. 17 that revenue would suffer due to supply disruptions.\"We would certainly expect to see more news like that,\" said Simon Weston of AXA Investment Managers in Hong Kong.
Other global companies that need Chinese plastics, chemicals, steel and high-tech components also \"face reduced production,\" according to Kaho Yu of Verisk Maplecroft, a consulting firm. Yu said that is likely to last through the quarter ending in September.
The American Chamber of Commerce in Shanghai said last week half of 109 companies that responded to a survey reported their global operations already are affected. It said 78% reported they lacked sufficient staff to run production lines.
Some companies including Ralph Lauren Corp. already were moving out of China due to rising costs and U.S. tariff hikes in a fight over Beijing's technology ambitions and trade surplus. But many still depend on China for components or some stages of manufacturing.
Samsung<\/a> is \"feeling the heat\" because it shifted smartphone assembly to Vietnam but has factories run by Chinese managers who returned home for the Lunar New Year and are blocked from returning to their jobs, Peng said.
Other companies including global automakers that rely increasingly on the Chinese market are restarting production but say the pace depends on whether they can get components.
China accounts for about one-quarter of global auto production and according to UBS provides 8% of global exports<\/a> of auto components. Many use \"just in time\" manufacturing, delivering components when needed. Those factories have limited stockpiles to ride out disruptions.
Volkswagen, the country's biggest-selling auto brand, said Monday its challenges include \"slow national supply chain and logistics ramp-up.\" In China, factory production in export-oriented coastal provinces is back above 70% of normal levels, according to Cong Liang, the general secretary of the Cabinet's planning agency, the National Development and Reform Commission.
\"Companies are working overtime,\" Cong said at a news conference. He insisted the epidemic's impact is \"short-term and generally controllable.\" Private sector forecasters are less upbeat. Economic activity is \"likely 45% back on track,\" said a Citigroup report.<\/body>","next_sibling":[{"msid":74305473,"title":"Jio user addition in Dec falls sharply: Trai","entity_type":"ARTICLE","link":"\/news\/jio-user-addition-in-dec-falls-sharply-trai\/74305473","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"seoschemas":false,"msid":74307879,"entity_type":"ARTICLE","title":"China struggles to revive manufacturing amid virus outbreak","synopsis":"In smartphones, an industry that relies on China to assemble almost all its handsets, some components suppliers say production is as low as 10% of normal levels, according to Nicole Peng of Canalys, a research firm.","titleseo":"telecomnews\/china-struggles-to-revive-manufacturing-amid-virus-outbreak","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"PTI","artdate":"2020-02-25 22:49:51","lastupd":"2020-02-25 22:50:24","breadcrumbTags":["coronavirus","apple","Samsung","coronavirus impact","China","Devices","exports","industries","manufacturing","Smartphones"],"secinfo":{"seolocation":"telecomnews\/china-struggles-to-revive-manufacturing-amid-virus-outbreak"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2020-02-25" data-index="article_1">
问题是供应链——成千上万的公司提供组件,从汽车配件、拉链到微芯片。中国著名的灵活、应变能力强,但是他们缺少原材料和工人有史以来最密集的防病措施实施后关闭工厂,切断访问大多数城市有超过6000万人和施加旅行限制。
在智能手机,这一行业依赖中国组装几乎所有的手机,一些组件供应商说生产是低至10%的正常水平,研究公司Canalys的彭妮可。
“坏消息是,将会有乐动扑克进一步的影响,以及影响比许多人预期,”彭说。
旅行和零售企业目前最需要中国客户遭受的部分关闭的第二大经济体。
但品牌包括苹果公司说这是开始扰乱他们的供应。分析师警告称中断持续的时间越长,越会蔓延到更广泛的损害行业和其他经济体。全球品牌利用中国的廉价劳动力来组装产品三十年。现在,他们越来越依赖中国提供汽车、电脑和其他组件。所以中断可以使这个国家的一个瓶颈,扼杀他们的销售。
最乐观的预测要求控制病毒在3月,允许制造业反弹。悲观前景会爆发持续到5月中旬或更高版本。或者,正如世界卫生组织本周警告称,当局可能无法阻止其全球传播。
汽车制造商和其他工厂重新开放,但分析师表示,他们至少在3月中旬之前不会恢复正常生产。
“如果工厂工作没有在未来几周飙升,全球零部件短缺可能会出现,”贝格Taimur撒母耳谢霆锋的星展银行在一份报告中称。
习近平副主席已经将他的个人权威背后振兴工业。
北京承诺减税,但经济学家表示,财政援助仍然会影响有限,当疾病控制效果仍保持工人离开工厂和货物流动的中断。
周日,习称“低风险区域”应该改变疾病控制措施,全面恢复生产而高危地区专注于战斗的流行,据官方的新华社。乐动扑克
制造商面临工人短缺后,数百万人参观了家乡的春节假期被困在暂停飞机,火车和巴士服务。
官员必须“疏通交通通道,”新华社援引Xi的话说。
义乌政府,东南部城市闻名的成千上万的供应商的按钮,门把手和其他组件出口制造商,说它安排飞机和火车来帮助他们的员工回去工作。
中国约占四分之一的全球制造业的附加值的工厂。但它是总装点超过世界80%的智能手机,超过一半的电视和其他消费品的大份额。
苹果,大部分由承包商在中国组装iphone和其他产品,令股市在2月17日警告说,由于供应中断收入将受到影响。“我们当然希望看到更多这样的新闻,”西蒙韦斯顿说在香港安盛投资管理公司。乐动扑克
全球其他公司需要中国塑料、化工、钢铁和高科技组件还面临减产,“根据余部分的政权,一个咨询公司。Yu说,可能会持续到9月份季度结束。
上海美国商会上周表示,109年公司回应调查报告了他们的全球业务已经受到影响。说78%的人报告他们缺乏足够的人员运行生产线。
一些公司,包括拉尔夫•劳伦公司已经走出中国由于成本上升和美国关税上调在北京的技术野心和贸易顺差。但许多人仍然依靠中国制造的组件或一些阶段。
三星“热”的感觉,因为它是智能手机组装转移到越南,但工厂由中国经理人春节回家,回到自己的工作受到阻碍,彭说。
其他公司包括全球汽车制造商日益依赖中国市场的重新启动生产,但说速度取决于他们是否能得到组件。
中国约占全球汽车产量的四分之一,根据瑞银提供了全球的8%出口汽车组件。许多使用“非常及时”的制造,在需要的时候提供组件。这些工厂库存有限渡过中断。
这个国家最畅销的汽车品牌,大众汽车周一说它的挑战包括“慢国家供应链和物流过渡。”In China, factory production in export-oriented coastal provinces is back above 70% of normal levels, according to Cong Liang, the general secretary of the Cabinet's planning agency, the National Development and Reform Commission.
“公司加班,”在一个新闻发布会上说。乐动扑克他坚称疫情的影响是“通常短期和可控的。”Private sector forecasters are less upbeat. Economic activity is "likely 45% back on track," said a Citigroup report.
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