Wird China zum Opfer seines eigenen Erfolgs?

Der Economist schreibt, dass gerade die Boom-Zentren Chinas schon wieder zu teuer werden für das internationale Kapital und viele Multinationals inzwischen angrenzende Länder für Fabrikeröffnungen bevorzugen:
So far, most industrial development in China has taken place in the country's eastern coastal regions, particularly around Shanghai and the Pearl River Delta near Hong Kong. But costs in these centres are now rising sharply. Office rents are soaring, industrial land is in short supply and utility costs are climbing. Most significant of all are rocketing wages. In spite of the mass migration of workers from China's vast interior to the coast, pay for factory workers has been rising at double-digit rates for several years. For managers, the situation is worse still. “China has become a victim of its own success,” sighs Peter Tan, president and managing director of Flextronics in Asia. He finds it especially hard to hire and retain technical staff, ranging from finance directors to managers versed in international production techniques such as “six sigma” and “lean manufacturing”. There are not enough qualified workers to go around, causing rampant poaching and extremely fast wage inflation. “China is definitely not the cheapest place to produce any more,” he says. An analysis of labour rates across Asia by CLSA's Mr Brixen supports that view. Average wages for a factory worker, combined with social security costs, came to almost $350 a month in Shanghai in 2005 and almost $250 a month in Shenzhen. By comparison, monthly wages were less than $200 in Manila, around $150 in Bangkok and just over $100 in Batam in Indonesia. Although the productivity of Chinese workers is rising, in many industries it is not keeping pace with wages. One solution is for companies to move inland where many costs are much lower than on China's heavily developed coastline. Indeed, the government has been promoting such a policy since 2000, to spread the benefits of development to China's poor interior. Domestic Chinese companies have led the charge into the hinterland and a small, but growing, number of foreign firms have followed them. ... But not everyone is convinced. At Flextronics, Mr Tan's China factories are all located in eastern coastal provinces. “We have no interest in going west,” he says, because it is too expensive to get products to America and Europe from there. Other observers add that the shortage of management talent inland is even greater than on the coast. And it is not easy persuading expatriate workers to take their families to places like Chongqing and Chengdu, where foreign companions and international schools are thin on the ground. So many firms decide they would rather invest elsewhere in Asia. Costs are only part of the equation. Just as important is diversification. Having already moved a big chunk of their production to China, many firms are reluctant to put any more of their eggs in the same basket.

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At 5:35 nachm., Blogger Frank said...

Das ist der mit Abstand beste China - Blog den ich gelesen habe. Mit Berichten nah an der Realität, sicherlich von jemanden ins Leben gerufen der auch persönliche Erfahrungen mit China aufweisen kann. Weiter so...


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