中国制造业是否正在放缓？

上周三(8月1日)公布的两项数据，令人对中国经济状况感到困惑。 官方数据显示，7月中国制造业采购经理人指数(PMI)降至八个月低点50.1，显示中国制造业下半年开局迟滞。 但经季节调整的汇丰PMI却升至2月以来的最高水平49.3。PMI在50左右，是显示产业扩张或萎缩的分水岭。 所以，中国官方制造业PMI显示制造业略有增长，而汇丰PMI则显示这个对市场比较敏感的民间产业开始趋于稳定。 如果你青睐汇丰的数据，可能会认为中国经济放缓阶段已经在2012年第二季度触底，可以预期从第三季度开始温和反弹。 但你可能不应忽视中国总理温家 宝周二(7月31日)发出的警告。他指出，在国内经济成长放缓而且全球经济形势糟糕的情况下，不应低估中国经济所面临的风险。他说：“下行压力仍然相对较大。” 现实情况是，今年第二季度中国经济增长7.6%，是2009年初全球金融危机高 潮以来的最慢增速。 中兴：全球智能手机市场中的新星 这是官方公布的结果。尽管“中兴”品牌在美国消费者中缺乏名气，但中兴通讯已成为全球五大智能手机厂商之一，打败了RIM的黑莓。 据国际数据公司(IDC)，中兴2012第二季度智能手机出货量为800万部，全球市场份额仅比HTC落后0.5个百分点、比诺基亚落后1.4个百分点。 是否应该对此感到意外？不，一点也不意外。但是，如果还有人仍认为中国企业只擅长生产低端手机，那么绝对到了应该抛弃这种成见的时候。 中兴决心在智能手机方面投入更多的努力，推出了一款“超薄四核Grand Era智能手机”。据中兴通讯，它采用英伟达的Tegra 3应用处理器，4.3英寸qHD屏幕，机身厚度只有7.8毫米。等等，中兴还有更多动作。中兴通讯承诺在今年底之前推LTE版Grand Era。 中兴通讯2011年全年智能手机出货量超过1500万部，比2010年剧增400%。这使中兴成为苹果以外增长最快的智能手机厂商。 编译：Luffy Liu 本文授权编译自EE Times，版权所有，谢绝转载 参考英文原文：Yoshida in China: Is China’s manufacturing sector slowing down?by Junko Yoshida

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{pagination} Yoshida in China: Is China’s manufacturing sector slowing down? Junko Yoshida Two data points unveiled Wednesday (Aug. 1st) are confusing the narratives on the state of China’s economy. Chinese factory purchasing managers' index (PMI), an official number announced Wednesday, fell to an eight-month low of 50.1 in July, indicating that China’s factories have made a slow start to the second half of this year. Meanwhile, an HSBC PMI rose to a seasonally adjusted 49.3, its highest level since February. PMI readings around 50 show a threshold dividing expansion from contraction. So, China’s official factory PMI suggests the sector is barely growing, while the HSBC number tells a story that the more market-sensitive private sector has begun stabilizing. If you like the HSBC’s number, you may hold the view that China’s economic slowdown hit the bottom in the second quarter of 2012, and you can look forward to a mild rebound beginning in the third quarter. But you probably shouldn’t disregard the warning China’s premier made Tuesday (July 31st) He noted that people should not underestimate the risks that the Chinese economy is facing, with growth slowing at home and the world economy in bad shape. “Downward pressure is still relatively big,” Wen said. The reality is that the Chinese economy grew 7.6 per cent in the second quarter of the year, its slowest since early 2009 at the height of the global financial crisis. ZTE: A new star is born in the global smartphone market It’s official. China’s ZTE, despite its brand’s lack of visibility among U.S. consumers, has become one of the top five smartphone vendors in the world, kicking RIM’s Blackberry butt. ZTE shipped eight million smartphones in the second quarter of 2012, according to IDC. The company’s worldwide market share is by just 0.5 percentage points behind HTC and 1.4 percentage points behind Nokia. Should we be surprised about that? No, not really. But if anyone out there is still thinking that Chinese vendors are only good at low-end mobile phones, it’s absolutely time to correct that pre-conceived notion. ZTE is determined to throw more punches to its smartphone drive by launching a new “ultra-thin quad-core Grand Era smartphone.” Powered by Nvidia’s Tegra 3 applications processor, the new smartphone features a 4.3-inch qHD screen, with its body as thin as 7.8mm, according to ZTE. And wait, there is more. ZTE promised to release an LTE version of the Grand Era before the end of this year. The Chinese company’s smartphone shipments for the full year of 2011 were more than 15 million, an increase of 400% over 2010. That officially makes ZTE the fastest growing smartphone maker after Apple.