aileenjinzh-cnGoodspeed Rss6Thu, 08 Jan 2009 08:28:19 GMT美国制造业历史新低，中国制造业迂回前进Sun, 04 Jan 2009 18:13:47 GMThttp://blog.cechina.cn/aileenjin/172835/message.aspx<p>对比中美最新出炉的制造业指数，期待中国制造业可以逆流而上。</p> <p>据中国物流与采购联合会４日发布报告显示，２００８年１２月宏观经济现行指标——制造业采购经理指数（ＰＭＩ）为４１．２％，比上月上升２．４个百分点，但已连续三个月低于５０％。 </p> <p>国务院发展研究中心研究员张立群认为，这表明中国经济继续处于回落状态，但出现底部徘徊迹象。随着库存调整的减弱以及宏观经济政策效果的显现，预计未来经济增长回落态势将趋稳。 </p> <p>美国供应管理学会(Institute for Supply Management, 简称ISM)上周五公布，其12月份制造业指数为32.4，低于11月份的36.2和10月份的38.9。市场此前预期为35.4。12月份ISM制造业指数为1980年6月以来的最低水平。12月份的新订单指数是1948年1月以来的最低水平。</p> <p>（制造业ＰＭＩ是一个综合指标，由新订单、生产、存货和产成品库存等１２项指数组成。ＰＭＩ指数高于５０％，反映经济总体扩张；低于５０％，反映经济衰退。)</p>http://blog.cechina.cn/aileenjin/172835/message.aspx 工控经理人环保不是时尚Tue, 09 Dec 2008 11:58:21 GMThttp://blog.cechina.cn/aileenjin/161982/message.aspx<font size="4"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'"> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; mso-char-indent-count: 2.0"><font size="3"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">这是一个以环保为时尚的年头，任何一条关于污染的消息，不论是食品还是环境，都将成为媒体的头版头条。工业领域也不例外，从</span><span lang="EN-US"><font face="Times New Roman">2008</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年大大小小新能源展会的火爆场面中便可见一斑。</span></font></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; mso-char-indent-count: 2.0"><font size="3"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">据悉，目前北京中关村科技园区，从事清洁技术的企业和科研机构已经近</span><span lang="EN-US"><font face="Times New Roman">2000</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">家，在空气环境、新能源、高效节能等领域形成了一批实力雄厚的技术产品。</span><span lang="EN-US"><font face="Times New Roman">2007</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年，中关村清洁技术产业销售总额已经超过</span><span lang="EN-US"><font face="Times New Roman">1000</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿元，同比增长</span><span lang="EN-US"><font face="Times New Roman">35%</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">，成为继通讯设备之后的第二大产业。</span></font></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; mso-char-indent-count: 2.0"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'"><font size="3">不过，也有人质疑这种快速的增长。来自马丁可利中国公司的总裁克里斯·拉弗尔在接受英国金融时报的采访时说，中国的环保产业发展迅速，很多人认为投资绿色产业是个时髦的举动，但较低的市场准入机制，以及过多依靠政府的扶持等因素，使中国太阳能电池板的企业存在一定的泡沫风险。</font></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; mso-char-indent-count: 2.0"><font size="3"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">“中国的太阳能电池的产量已经是世界第一，份额占到</span><span lang="EN-US"><font face="Times New Roman">20%</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">左右”，中国科学院<?xml:namespace prefix = st1 ns = "urn:schemas-microsoft-com:office:smarttags" /><st1:PersonName w:st="on" ProductID="褚">褚</st1:PersonName>君浩院士说，“但问题是我们市场还没有很好地开发出来，所以尽管我们的产量很多，但是我们应用太阳能电池，只占到国际上面的</span><span lang="EN-US"><font face="Times New Roman">0.5%</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">左右。”</span></font></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; mso-char-indent-count: 2.0"><font size="3"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">导致这种现象出现的，主要是因为中国尚未掌握太阳能电池核心技术和关键技术。中国现在太阳能电池绝大多数都是采用国外进口的技术。为了加快核心技术的研究，中国最近成立了一个上海太阳能电池研发中心，这个研发中心是中国科学院和上海市的合作项目，涵盖了清洁能源，生物质能以及太阳能方面的内容。<st1:PersonName w:st="on" ProductID="褚">褚</st1:PersonName>君浩希望用</span><span lang="EN-US"><font face="Times New Roman">10</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年左右的时间，中国会出现一批核心技术，会出现新型太阳能电池，效率的提高是靠中国的技术提高的，中国太阳能的市场也会得到更好的开发。</span></font></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; mso-char-indent-count: 2.0"><font size="3"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">根据国家的专项规划，到</span><span lang="EN-US"><font face="Times New Roman">2010</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年，中国环保产业总产值将达到</span><span lang="EN-US"><font face="Times New Roman">8800</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿元，大概要占到同期年</span><span lang="EN-US"><font face="Times New Roman">GDP</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">的</span><span lang="EN-US"><font face="Times New Roman">3.4%</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">，并计划在</span><span lang="EN-US"><font face="Times New Roman">2010</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年将清洁能源在总能源消耗中的比例增加到</span><span lang="EN-US"><font face="Times New Roman">10%</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">，在</span><span lang="EN-US"><font face="Times New Roman">2020</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年增加到</span><span lang="EN-US"><font face="Times New Roman">15%</font></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">。显而易见，这将是投资者眼中的一块肥肉。不过正像股票市场一样，当人人都看到机遇的时候，也是警惕风险的时候。</span></font></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21.75pt"></span></font></p>http://blog.cechina.cn/aileenjin/161982/message.aspx 工控经理人火腿也是外国的好Thu, 14 Dec 2006 16:53:41 GMThttp://blog.cechina.cn/aileenjin/832/message.aspx<p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'"></span>&nbsp;</p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">与此前舍弗勒对洛轴的收购案相比，高盛集团</span><span lang="EN"-US>12</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">日对中国最大的肉类加工公司——双汇集团的收购可谓一帆风顺。</span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">这家世界著名的投资集团今年</span><span lang="EN"-US>4</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月向商务部递交这笔涉及</span><span lang="EN"-US>20</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿人民币的收购案时，正值中国装备制造业民族情绪日渐高涨。受此影响，凯雷对徐工、花旗对广发等几个大收购案的进行都走了许多弯路。而高盛轻松摘得的</span><span lang="EN"-US>20</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿大单无疑是商务部送给它的圣诞大礼了。</span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">可能是火腿肠不如轴承、机械设备显得块头大、分量重，要不然怎么没人为失去了民族火腿工业愤愤不平呢？或是中国的老百姓早就习惯了日常生活中的外资品牌了，超市去沃尔玛、家乐福，日用品买宝洁、联合利华，吃快餐去肯德鸡、麦当劳，饮料喝可口可乐、百事……正如国外的人翻开产品底牌都是</span><span lang="EN"-US>MADE IN CHINA</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">一样，中国人的生活已经被</span><span lang="EN"-US>INVESTED BY FOREIGN CAPITAL </span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">所覆盖。</span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">我们不知道河南省国有资产监督管理委员为什么将其在双汇集团中持有的</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt">100%</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">股权卖给高盛，难道是因为高盛还同时持有双汇最大竞争对手中国雨润食品集团有限公司</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt">13%</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">的股权吗？就像广告中说的那样，一直觉得“吃火腿就要吃双汇”的，不知道这样的习惯会不会在收购后改变。</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>http://blog.cechina.cn/aileenjin/832/message.aspx 休闲娱乐11月电气机械及器材制造业增幅显著Wed, 13 Dec 2006 15:24:00 GMThttp://blog.cechina.cn/aileenjin/816/message.aspx<p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: left; mso-pagination: widow-orphan" align="left"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-font-kerning: 0pt">据国家统计局</span><span lang="EN"-US style="FONT-SIZE: 12pt; mso-font-kerning: 0pt">13</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-font-kerning: 0pt">日公布的最新数据显示，</span><span lang="EN"-US style="FONT-SIZE: 12pt; mso-font-kerning: 0pt">11</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">月份，全国规模以上工业企业（全部国有工业企业和年产品销售收入</span><span lang="EN"-US style="FONT-SIZE: 12pt; mso-font-kerning: 0pt">500</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">万元以上的非国有工业企业）完成增加值</span><span lang="EN"-US style="FONT-SIZE: 12pt; mso-font-kerning: 0pt">7936</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">亿元，同比增长</span><span lang="EN"-US style="FONT-SIZE: 12pt; mso-font-kerning: 0pt">14.9%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">。</span><span lang="EN"-US style="FONT-SIZE: 12pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: left; mso-pagination: widow-orphan" align="left"><span lang="EN"-US style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: left; mso-pagination: widow-orphan" align="left"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">其中，交通运输设备制造业和通用设备制造业延续了今年前三个季度的领先优势，分别以<span lang="EN"-US>23.2</span>％和<span lang="EN"-US>20.6</span>％位居前两位。而较<span lang="EN"-US>10</span>月份数据相比有大幅度提升的是电气机械及器材制造业，<span lang="EN"-US>17.3</span>％的增长率比<span lang="EN"-US>10</span>月份高出<span lang="EN"-US>4.7</span>个百分点。</span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: left; mso-pagination: widow-orphan" align="left"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"></span>&nbsp;</p><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: left; mso-pagination: widow-orphan" align="left"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">近日多家金融机构调高了对机械设备板块的股票评级，沈阳机床，太原重工等工业类股也表现不俗，有专家称，工程机械，造船工业，数控机床，起重运输设备等行业可能成为大盘下一轮蓝筹板块。<span lang="EN"-US><o:p></o:p></span></span></p></span>http://blog.cechina.cn/aileenjin/816/message.aspx 市场营销WTO给中国带来了什么Tue, 12 Dec 2006 14:53:48 GMThttp://blog.cechina.cn/aileenjin/769/message.aspx<p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'"></span>&nbsp;</p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">中国的繁荣是属于世界的，倘若在</span><span lang="EN"-US>5</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年前对外国人说出这句话，一定少有人信。但是在中国加入</span><span lang="EN"-US>WTO 5</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年后由外国人说出这句话，我们骄傲之余也难免警醒。</span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">华尔街日报在批评中国在金融和电信领域开放频频设障的同时，也中肯地评价了中国</span><span lang="EN"-US>5</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年的入世表现，认为</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-size: 10.5pt">中国经济的开放程度比亚洲的另两个经济大国日本和印度要大得多。以零售业为例，当沃尔玛在中国开设第</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt">66</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-size: 10.5pt">家分店的时候，其在印度市场依然一筹莫展。</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US style="mso-bidi-font-size: 10.5pt"><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-size: 10.5pt">五年前国人满怀无线憧憬等待多哈的那一声响锤，以为从此可以不再收到贸易壁垒的烦扰，受到</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt">WTO</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-size: 10.5pt">组织成员的关心和庇护。可能时至今日我们已经忘却了当初的心情，对于日益频繁的农产品战，钢材战，小商品战，纺织品战，汽车零部件战等贸易争端越来越麻木起来。</span><span style="mso-bidi-font-size: 10.5pt"> <span lang="EN"-US><o:p></o:p></span></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">不过值得庆幸的是中国的出口从未停止前进的脚步，单月高达</span><span lang="EN"-US>238</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元的顺差记录让发达国家不遗余力地鼓吹人民币升值。摩根大通中国研究部认为，要想平衡贸易顺差，人民币至少要累计升值</span><span lang="EN"-US>15</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">％（目前已经升值</span><span lang="EN"-US>4.7</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">％）。而</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: &#718;&#805;; mso-hansi-font-family: &#718;&#805;; mso-bidi-font-size: 10.5pt">对于我国规模高达</span><span lang="EN"-US style="FONT-FAMILY: &#718;&#805;; mso-bidi-font-size: 10.5pt">1</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: &#718;&#805;; mso-hansi-font-family: &#718;&#805;; mso-bidi-font-size: 10.5pt">万亿美元的外汇储备而言，</span><span lang="EN"-US style="FONT-FAMILY: &#718;&#805;; mso-bidi-font-size: 10.5pt">15</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: &#718;&#805;; mso-hansi-font-family: &#718;&#805;; mso-bidi-font-size: 10.5pt">％的升值即意味着</span><span lang="EN"-US style="FONT-FAMILY: &#718;&#805;; mso-bidi-font-size: 10.5pt">1500</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: &#718;&#805;; mso-hansi-font-family: &#718;&#805;; mso-bidi-font-size: 10.5pt">亿美元的损失。升值后中国脆弱的出口产业能否经得起考验，谁都不能准确的预测。</span><span lang="EN"-US style="FONT-FAMILY: &#718;&#805;; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">入世</span><span lang="EN"-US>5</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年对于普通老百姓来说，除了医疗，教育，养老改革的失败，交通日益拥堵，房价越控制越贵，就业压力越来越大，似乎就是用人民币出境游时能感受到瞬间的阔绰与轻松。对于基础工业而言，仿佛是与先进的技术离的越近差的就越远。曾经在多国展会上遇见一位外国企业的产品经理对我说，他实在搞不懂，为什么连一个变频器中国都做不好。</span> </p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">担心归担心，抱怨归抱怨，历史总是要发展的，入世的承诺也不是白给的。</span><?xml:namespace prefix = st1 ns = "urn:schemas-microsoft-com:office:smarttags" /><st1:chsdate w:st="on" IsROCDate="False" IsLunarDate="False" Day="11" Month="12" Year="2006"><span lang="EN"-US>12</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月</span><span lang="EN"-US>11</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">日</span></st1:chsdate><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">中国的银行业正式对外开放，包括花旗，汇丰在内的</span><span lang="EN"-US>8</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">家外资银行已经提出了在中国开设零售业务的申请。在北京的王府井，西单等商业区已经看到花旗等外资银行的</span><span lang="EN"-US>ATM</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">机。不久之后，中国老百姓再遭遇国有银行无礼的服务时，就可以挺直了腰板说“我要存到花旗去”。</span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><o:p>&nbsp;</o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><o:p>&nbsp;</o:p></span></p>http://blog.cechina.cn/aileenjin/769/message.aspx 工控经理人工业会是股市下一个金矿吗？Mon, 11 Dec 2006 13:27:24 GMThttp://blog.cechina.cn/aileenjin/710/message.aspx<p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; mso-char-indent-count: 2.0"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">工业乃立国之本，不过</span><span lang="EN"-US>2006</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年中国股市的疯长似乎根本不关工业什么事。沪深两市</span><span lang="EN"-US>A</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">股市场先是银行股</span><span lang="EN"-US>IPO</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">兴风作浪，后是房地产股跟风而上，加上</span><?xml:namespace prefix = st1 ns = "urn:schemas-microsoft-com:office:smarttags" /><st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="3" UnitName="g"><span lang="EN"-US>3G</span></st1:chmetcnv><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">等概念股的炒作，推动两市接连创下历史新高。</span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; mso-char-indent-count: 2.0"><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">沪市</span><span lang="EN"-US>A</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">股从</span><span lang="EN"-US>1547</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">点到</span><span lang="EN"-US>2100</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">点（历史最高点为</span><span lang="EN"-US>2001</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年的</span><span lang="EN"-US>2245</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">点）只用了不到</span><span lang="EN"-US>4</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">个月时间，有专家对这样的速度表示了担心，认识人民币升值带来的“汇率幻觉”是此番上涨的主要因素，因为从盘面上我们可以看到少数股票的上涨掩盖了大多数股票的下跌，这与</span><span lang="EN"-US>2000</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年左右的牛市形成了反差。不过随着股市交易量的持续放大，很多专家乐观地认为随着股市结构性调整的逐步完善，以及</span><span lang="EN"-US>A</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">股市场规模的不断扩大，中国股市即将开始黄金十年的牛市征程，更有人预测沪市</span><span lang="EN"-US>A</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">股</span><span lang="EN"-US>07</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年将涨到</span><span lang="EN"-US>3000</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">点。</span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt"><span lang="EN"-US><span style="mso-spacerun: yes">&nbsp;&nbsp;&nbsp; </span></span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">不管是作为普通的投资者还是旁观者，我们都希望作为一国经济晴雨表的股市能真正结束</span><span lang="EN"-US>5</span><span style="FONT-FAMILY: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年的熊市，更好地反映经济真实情况，而不是待人民币升值预期泡沫打破后就灰飞烟灭化为乌有。大盘涨了这么多，高额的利润多半被国外投资基金截获，有多少流入立国之本的工业企业中去了呢？健康的股市需要注入持久的动力，而工业正是提供这种动力的源泉。</span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; TEXT-ALIGN: left; mso-pagination: widow-orphan; mso-char-indent-count: 2.0" align="left"><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">据国家统计局的数据显示，</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">1</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">—</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">10</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">月份，全国规模以上工业企业（全部国有工业企业和年产品销售收入</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">500</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">万元以上的非国有工业企业，下同）实现利润</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">14697</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">亿元，比去年同期增长</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">30.1%</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">。工业经济效益综合指数</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">187.29</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">，比去年同期提高</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">17.12</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">点。</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">其中，</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">私营企业实现利润</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">2209</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">亿元，增长</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">50.1%</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">，增速最快。在</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">39</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">个工业大类中，有色金属冶炼及压延加工业增速最快，达到</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">105.5%</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">；交通运输设备制造业增长</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">50.4%</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">，专用设备制造业增长</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">50.3%</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">，电力行业增长</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">38.0%</span><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">。</span><span lang="EN"-US style="mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></span></p> <p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; TEXT-ALIGN: left; mso-pagination: widow-orphan; mso-char-indent-count: 2.0" align="left"><span style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'; mso-bidi-font-family: 宋体">可能是表现良好的数据给了投资者以信心，目前各大机构都调高了对工业类股票的预期，尤其是机械制造、运输基础设施等行业更是受到了格外关注。不知道此番工业股的崛起是否能富了自己的腰包。</span><span lang="EN"-US style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>http://blog.cechina.cn/aileenjin/710/message.aspx 工控经理人