Thursday, January 14, 2021

Is This The End Of Made In China?

Enrique Dans 


In early July, an important announcement by Apple went relatively unnoticed: it was shifting assembly of its iPhone 11, then the most advanced model in its product line, from China to Chennai in India. 


A couple of weeks later, Samsung, along with several other Apple suppliers (Foxconn, Pegatron and Wistron), Indian manufacturers Micromax and Lava, and up to 18 other companies applied for an Indian government incentive program for the large-scale manufacture of electronic products, that would see a significant part of these companies’ manufacturing transferred to the subcontinent. 


On the one hand this will allow them to avoid the 20% levy that India, one of the world’s most important markets in quantitative terms, imposes on imported electronics, within its increasingly protective trade policy. Perhaps more importantly, it reflects deeper macroeconomic issues to do with China’s higher costs, as well as the mechanization of production, which means less dependence on labor. 


At the same time, the Biden administration is expected to keep up pressure on China, and will exhort its allies to do the same, in a bid to force Beijing to open up the country to competition and hopefully to respect its citizens’ human rights. 


Likewise, the transfer of some of Apple’s assembly to Vietnam has helped the local economy of China’s neighbor. 


Are we witnessing a change in the economic cycle? In the latter half of the last century, China set out to create a scenario in which Made in China would be replaced by Engineered in China: the country would no longer be the world’s factory, a cheap place for the world to outsource manufacturing, and instead an advanced source of technology. At the same time, Chinese companies have increased automation, causing some of them to send up to 80% of their workers home and switch to using robots instead. The higher level of specialization of the production line workers — typically experts in machine maintenance, machine learning — generates higher wages, while mechanized factories with higher output fewer errors and accidents also means that wage costs are no longer such an important. 


In the consumer electronics industry, staying on Chinese soil still has its advantages, mainly in terms of maintaining proximity to suppliers. But increasingly, these companies are becoming global and can consider offering services and solving problems almost anywhere in the world, which could lead to pressure to progressively relocate production. 


With labor costs no longer an issue, more mechanization and a tendency to relocate production, could the future see Western companies putting more pressure on China to avoid possible sanctions and blockades at home and to try to bring value closer to the countries that design or consume their goods? And if so, within what timeframe? 


https://www.forbes.com/sites/enriquedans/2020/12/01/is-this-the-end-of-made-inchina/?sh=3694922b3531 

Tuesday, January 12, 2021

生產基地大遷徙 中國世界工廠時代已結束

 


一名工人在印度諾伊達的拉瓦工廠裝配智慧手機。 (彭博) 


編譯:楊芙宜/特譯 


一場讓全球確診感染逾3,800萬人、超過108萬人死亡的武漢肺炎爆發大流行疫情後,加上美中貿易戰延燒2年多、以及中國生產成本不斷升高的趨勢,製造業分工模式發生大變革,多元化布局新生產基地開始出現更清晰線索:例如,印度鎖定成為智慧手機廠牌聚集的新製造中心,東南亞預計2030年可望成為筆記型電腦的最大產地,尤其以越南和泰國為中心;中國作為「單一」世界工廠的分工邏輯已成過去式。 


此外,武肺爆發後造成世界供應的「斷鏈」、「碎鏈」現象,也加速製造業「短鏈革命」及在地化布局。製造業應對大國衝突下的貿易壁壘四起、「世界不再是平的」困境,企業在這波接近市場在地布局的「去全球化」趨勢下,生產基地正進行大遷徙。 


企業去全球化 接近市場在地布局 


根據麥肯錫全球研究所(MGI)研究報告,貿易戰、網路攻擊、大流性傳染病疫情及氣候變遷的威脅下,企業未來3到5年可能會將全球25%的產品,移往新的國家生產,估計將轉移至新地區生產的產品約占2018年全球貿易的16%至26%,價值約達2.9兆至4.6兆美元(約台幣84.1兆至133.4兆元)。 


這份報告分析13種產業的325家公司,凸顯了武肺危機迫使企業重新思考全球經濟依賴即時供應鏈的程度。MGI合夥人隆德(Susan Lund)表示,新冠病毒疫情可謂「所有供應鏈衝擊之母」,若出現模擬的供應中斷衝擊到企業營運的最嚴重情境,可能造成全球逾5兆美元的經濟損失。 


MGI先前對全球供應鏈領袖的訪調結果顯示,企業針對供應鏈受到擾斷的應對6項策略包括:拓展原料來源(53%)、提高關鍵產品庫存(47%)、鄰近地區尋找及增加供應商(40%)、推動供應鏈區域化(38%)、減少產品組合庫存單位數量(30%)、提供供應鏈既有庫存(27%)。 


MGI報告指出,通訊設備、服裝、石油產品、運輸設備及採礦等5種產業年出口額總計4.4兆美元,約占全球貿易的四分之一,卻最容易暴露於傳染病疫情、大規模網攻、貿易紛爭、洪水、熱壓、地層活動等6類衝擊。 


報告說,在成本考量與及政府要求企業更能自給自足的壓力下,可能迫使製藥及服飾業把半數以上的生產轉移到新的國家;例如,紡織 、服飾與家具等勞力密集產業,有充分理由把生產從中國移往孟加拉、越南、印度或是衣索匹亞等國家。不過,根據MGI合夥人隆德,半導體等高科技領域則和製造業生產基地遷移趨勢相反,更聚焦在台灣、南韓既有產業聚落,主因涉及資本投資規模龐大、巨大的規模經濟,以及高度專業化。 


印度製造 吸引手機品牌設廠 


彭博報導,印度莫迪政府正試圖以「生產相關獎勵(PLI)」計畫,吸引世界上最大智慧手機品牌在當地設廠,在當地組裝生產手機,以「印度製造」外銷供應全球,尤其希望吸引將生產線分散、轉移到中國以外的公司,包括蘋果iPhone代工組裝商在內。印度政府希望獲得PLI計畫補助的企業,未來5年能在當地創造出20萬人以上的就業機會。 


如需了解更多新聞訊息請點擊此連結 

https://ec.ltn.com.tw/article/paper/1406798 

Thursday, January 07, 2021

Q&A: How malls are becoming multi-use centers as COVID-19 speeds their demise




Article By JEFF COLLINS | Southern California News Group 

PUBLISHED: January 4, 2021 


Shopping centers are adding offices, hotels and apartments as e-commerce cuts into their foot traffic. 


“Retailers have been losing foot traffic for years as e-commerce takes an increasing share of sales,” Barclays reported. “COVID-19 has sharply accelerated this trend.” 


Fifteen percent of mall stores have closed this year, the report says. If that trend persists, 15-17% of malls will fail and may need to be redeveloped for other uses. 


We asked retail consultant Greg Stoffel how that trend is playing out in Southern California. 


  • Q: What happens to ghost malls after the shoppers vanish? 
  • Q: What Southern California malls already have been or are being redeveloped? 
  • Q: How are they being reused? 
  • Q: How are redeveloped malls in our region being reused? 
  • Q: Which Southern California Malls are at most risk of closing due to COVID-19?
  • Q: Barclays said some of the new developments aren’t as valuable as malls, with valuations dropping 60-90%. Is that the case here?
  • Q: Looking 10 to 20 years down the road, will malls like South Coast Plaza, Fashion Island, the Beverly Center and Ontario Mills still be around? If so, how will they be different than today?


For the Answers to these questions go to https://www.marinij.com/2021/01/04/qa-how-malls-are-becoming-multi-use-centers-as-covid-19-speeds-their-demise/

Wednesday, January 06, 2021

How the COVID-19 Pandemic Has Forever Changed the Process of Selling a House


In a world rocked by the COVID-19 pandemic, safety and social distancing are a must, and real estate professionals and sellers have had to adapt to a new way of doing business. That means altering how they approach open houses, closings, and even personal greetings.


The pandemic ushered in many new methods to facilitate selling a home. Here are some of the practices experts say are here to stay. 


  • Curbside and no-touch closings 
  • Goodbye, out-of-focus photos and meager listing descriptions 
  • Virtual showings are here to stay 
  • Buying sight unseen 


Source: realtor.com (https://www.realtor.com/advice/sell/covid-19-pandemic-changed-selling-a-house/)

Tuesday, January 05, 2021

Recap of 2020

We would first like to extend a very Warm Welcome into the New Year from all of us here at LandBlueBook.com! We thought an appropriate way to start off the New Year would be by giving our users a recap of 2020


To keep things concise but informative, we compiled a table that we thought might attract your interest. Below you will see the top three companies that have sold the greatest amount of property listings. Please feel free to click on the companies’ logos to go to their websites. You can also click on the states to view the property details. 


Top 3 Companies 

States Where Company has SOLD Listings 

IllinoisMississippi

KentuckyTexas 

IowaNebraska

Illinois 

Virginia 

On the following map, the states in red represent the States shown on the table above


You can compare for yourself, where you are among the standing. If you’re on top, do your best to stay there throughout the New Year! If you’re not, well, you have a whole year to catch up. Thus far, all of our users’ property listings have compiled to value of over $4.2 Billion Dollars! What that translates to is a lot of potential for 2021-for both you and us! 

Interstate Development Land SOLD at Auction

14.82 Acres of Commercial land SOLD at Auction in Williamstown, Kentucky.

CORPORATE LIQUIDATION – COMMERCIAL DEVELOPMENT IN UNDERSERVED MARKET! • Shovel ready commercial lots along Noah’s Way with Interstate 75 frontage & visibility!


Wednesday, December 30, 2020

Click on the Country / Region to start your Property Search

LandBlueBook.com is proud to provide real estate brokers and owners all over the world with an excellent way to promote their for-sale properties. Please click on the blue or red pins when you search on the LandBlueBook Mobile Map to see the for sale listings in the following Country/Region:

·         United States

·         Canada

·         Caribbean

·         Central America

·         Mexico

·         Oceania

·         East Asia

·         South Asia

·         South America


The LandBlueBook.com team would like to encourage you to check out LandBlueBook Mobile and Search by Map for all the New For Sale Listings posted by our users. 

Don’t forget that when you Post your for sale listings on our database, they will be shown on LandBlueBook’s network of sites which include: LandBlueBook USA, LandBlueBook International, LandBlueBook Mobile and Land4Bid (if your listings is for sale by auction).

Schedule Your Virtual Tour Via LandBlueBook

To help you on these uncertain times, we are glad to be able to offer the option of Scheduling a Virtual Tour Appointment by using LandBlueBook Mobile. All you have to do to schedule a virtual tour is Register for Free and you will be able to view the different videos posted on our Virtual Tour Section and you will be able to set up a LIVE Virtual Tour of the property that interest you.  


We are happy to announce that for a limited time, when you Become a New Member, and you post a for sale property with a video or virtual tour video, we will advertise it for Free on every page of LandBlueBook Mobile and add it to the Virtual Tour Section of our website.



Monday, December 28, 2020

Industrial Parks in Taiwan, Mexico, Thailand and Vietnam

Being part of our family brings added value to your business, since we are constantly improving our website to accommodate your needs. This is why we have added an “Industrial Park” category to LandBlueBook Mobile.     

 

You will now be able to find Industrial Parks from TaiwanMexicoThailand and Vietnam. 




 


In order to gain access to all Industrial Parks you will first have to “Register” and then “Become a Member” of LandBlueBook Mobile.

 


Search SOLD Listings by Map

 TheLandBlueBook.comteam is very grateful to our users for their constant support and cooperation and for updating the contract status of their properties. Remember that you can useLandBlueBook Mobileto search for the most recent 100 SOLD Listings by Map. 



 

Having your sold listings on our website helps show our users your success, and it will help you generate more leads.  

 

If you have sold listings that you need to report, please click on the Edit Listings link to update the contract status. 

 

When you update your listings, they will be shown in different color pins on the LandBlueBook Mobile Map for the following Country/Region: 

 

 

Please do not hesitate to contact us if you need help with any aspect of managing your account and we will be glad to assist you in every way possible.