独家
国内外公司对印度成为制造业大国的PLI计划持乐观态度吗
跟踪制造业企业的专家表示,中央政府的这项计划还在一定程度上解决了印度与其他进口商品的制造业目的地之间的“残疾差距”。
跟踪制造业企业的专家表示,中央政府的这项计划还在一定程度上解决了印度与其他进口商品的制造业目的地之间的“残疾差距”。
“我们不需要随大流,也不需要与中国大陆和台湾竞争。但我们必须自力更生。”Satya Gupta, IESA主席
他说:“印度在做生意、获得土地和建立工厂方面可以做得更好。如果我们消除瓶颈,这将以更快的速度发生。”Anil Rai Gupta, CMD, Havells India
“我们的制造业增长与GDP持平或低于GDP,但从未很高。所以这是一个千载难逢的机会。在dia has to build up its manufacturing base in 10-12 years”Cyient总裁兼首席运营官Karthikeyan Natarajan
“最大的问题是需求扩张的稳定性和政策的可预测性。”Manish Sharma,松下印度公司总裁兼首席执行官
\u201cWe don\u2019t need to follow the herd or compete with China,Taiwan. But we must become self-reliant\u201dSatya Gupta, Chairman, IESA<\/cite><\/div><\/blockquote>
\u201cOur manufacturing growth matches GDP growth rate or is below that, but never very high,\u201d says Karthikeyan Natarajan, president & COO of Hyderabad-based Cyient. \u201cSo this is a once-in-a-lifetime opportunity. India has to build up its manufacturing base in 10-12 years.\u201d The PLI scheme aims to be a magnet for the forces that would build factories at scale. The scheme is output oriented and gives out incentives based on performance and not promises. So, according to analysts, if a manufacturer makes $1 million of incremental sales of goods under the PLI scheme, he will get $50,000 as cashback. Industry experts like Satya Gupta, chairman, India Electronics and Semiconductor Association, point out that the profit margin in manufacturing is only around 10%. Even if manufacturers get a complete tax break, the benefit will be 1.5%, if the tax bracket is 15%. The PLI, on the other hand, gives more.\u201cIndia can do better in ease of doing business, acquiring land and setting up factories. This can happen at a faster pace if we remove the bottlenecks\u201dAnil Rai Gupta, CMD, Havells India<\/cite><\/div><\/blockquote>
The central government<\/a> scheme also partly addresses the \u201cdisability gap\u201d that India has against other manufacturing destinations from where goods are imported, say experts who track manufacturing companies. Suvarna Joshi, research analyst at Axis Securities, says, \u201cThe disability gap is 8-11%. The government is trying to bridge the gap by 4-6% with PLI. The balance is expected to be compensated as manufacturers become competitive with large-scale facilities to serve international markets.\u201d Goldman Sachs says the contribution of manufacturing in GDP could rise from around 17% now to 25% in a few years and create millions of jobs. And, of course, make India atmanirbhar or self-reliant. The government is taking initiative in this regard. George Paul, CEO of the Manufacturers Association of Information Technology, says, \u201cEarlier, industry was running after the government for sops. Now, the government sets up meetings with industry bodies and even engages with individual companies to establish or expand factories.\u201d<\/div><\/div>