话题讨论:随着大公司进入,德国对华直接投资打破纪录,德国小公司也应该这样做
2024-03-27 碧波荡漾恒河水 15895
正文翻译

In 2023, German Foreign Direct Investment (FDI) into China hit an all-time high. This came despite calls from EU regulators and officials for German industry to reduce its footprint in the China market.

2023年,德国对华直接投资创历史新高。尽管欧盟监管机构和官员呼吁德国工业减少在中国市场的足迹,但还是出现了上述情况。

The boom in investment was led by large companies, while small- and medium-sized enterprises (SME's) were more likely to suspend investments abroad, or to even withdraw from foreign markets.

这股投资热潮是由大公司主导的,而中小企业(SME)更有可能暂停海外投资,甚至退出国外市场。

SME's should strongly reconsider this strategy, in their own businesses. Germany is solidly in recession, with much of Europe struggling with slowing economic growth which will only persist over the rest of the decade. Asia, however, is booming, and companies that abandon these markets will suffer irreparable harm in the long term. The biggest US and German companies are doubling down on their successes in this part of the world; SME's are highly advised to do the same.

中小企业应该在自己的业务中大力重新考虑这一战略。德国深陷衰退,欧洲大部分国家都在努力应对经济增长放缓,这种情况只会持续到本十年的剩余时间。然而,亚洲正在蓬勃发展,从长远来看,放弃这些市场的公司将遭受无法弥补的伤害。最大的美国和德国公司正加倍努力在这个地区取得成功;我们强烈建议中小企业也这样做。

评论翻译
@jaytso1883
The arrival of the Asian Century

亚洲世纪到来了。

@chopinmack5418
At the Table or On the Menu ?
To be an enemy of the US is dangerous, but to be a friend is fatal .
Germany has been half converted into a Sausage on the Menu by his dear friend .

在餐桌上还是在菜单上?
与美国为敌是危险的,而与美国为友则是致命的。
德国已经被他亲爱的朋友变成了菜单上的香肠。

原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@michaeltuffour6714
Stupidity of EU supporting America war through Ukraine, Russia which supply energy to the EU.

欧盟愚蠢地通过乌克兰和俄罗斯支持美国的战争,而这些国家向欧盟提供能源。

@applebee9060
But that’s not what people from wion, first post, etc are saying………….

但来自wion、first post等网站的人不是这样说的.............

@kaleeysmith8801
indian media rofl

印度媒体笑死人。

@AnnieT369
Paid media

收钱媒体。

@terryl858
@AnnieT369 lobbyists in America not doing to well for the people

@AnnieT369 美国的游说者对人民没有好处。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@josupi6454
How do you figure China’s population decline into this?

你如何看待中国的人口下降到这个地步?

@agamliandy7843
Most of developed/ developing countries faces the same population decline issue.
Why only china is the issue?
Looking at how fast they are moving to automation I don't think they'll be the one who'll have the biggest problem.

大多数发达/发展中国家都面临同样的人口下降问题。
为什么只说中国这个问题?
看看他们转向自动化的速度有多快,我认为他们不会是遇到最大问题的人。

@stayfree870
Feel sorry for the citizens of Germany for having puppets as leaders on the Nord Stream sabotage.

为德国公民感到遗憾,因为他们让傀儡当领导人,面对北溪破坏活动。

@jogana6909
German enterprises are much more honest than the German government. Enterprises can't rely on ideology to make money, and enterprises that don't make money can only close down in the end.

德国企业比德国政府诚实得多。企业不能靠意识形态赚钱,赚不到钱的企业最后只能倒闭。

@liamporter1137
Well said.

说得好。

@valuedent6485
thank you Sir for your videos, showing the Business side of Asia, China!!
but sadly, my country, a member of ASEAN, who love a western war loving country so much, is now moving away from China!!! sad! delusional!!!

谢谢你的视频,展示了亚洲和中国的商业一面!!
但可悲的是,我的国家明明是东盟的一员,却非常喜欢西方战争国家,现在正在远离中国!! 难过! 妄想! !

@jonasoffice9853
Big Corps are investing in China. Small n mid coms are exiting. Means China local supply chains must be expanded to serve the Big Corp. A favorable scenario for China.

大公司正在中国投资。中小型公司正在退出。这意味着中国的本地供应链必须扩大,以服务于大公司——这对中国是有利的。

@user-kb3oz3zm8k
Theoritically there won't be much room for SME in the future vs capital intensive and state owned companies who can pay for automation & robotics tech.

从理论上讲,与资本密集型企业和国有企业相比,未来中小企业的发展空间不会太大,前者有能力为自动化和机器人技术买单。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@DucaTech
German government shot themselves in the foot. They sanction cheap Russian gas, importing LNG from US & Norway at 4x the price. What do you expect German business to do?

德国政府搬起石头砸自己的脚。他们制裁廉价的俄罗斯天然气,以4倍的价格从美国和挪威进口液化天然气。你希望德国企业怎么做?
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@herman9255
Investment of BASF in China alone is €10bn, in a really obscure location in West Guangdong Province. The local govt gives them free land, very cheap electricity and many other benefits. BASF definitely feel more welcomed than back in Germany.

巴斯夫仅在中国的投资就高达100亿欧元,地点位于广东省西部一个非常不起眼的地方。当地政府给他们免费的土地,非常便宜的电力和许多其他福利。巴斯夫肯定感觉比在德国更受欢迎。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@jogana6909
The enthusiasm of China government officials for attracting investment is unparalleled, and they regard economic development as their first duty.
German officials regard following the United States (even at the expense of their own interests) as their top priority.

中国政府官员吸引投资的热情是无与伦比的,他们把经济发展作为自己的第一职责。
德国官员将追随美国(即使以牺牲自身利益为代价)视为他们的首要任务。

@TAL142
Germany has only two options, fdi to US or China. The small and middle size companies probably have no choices because of government interference. The profit margin is US is minimal and high risk of US government even steal your asset. The next supply chain is still China. Just that now it is not made in China but the parts are still from China. And they still need China to help them build their infrastructures.

德国只有两个选择,要么直接投资美国,要么投资中国。由于政府的干预,中小企业可能没有选择。美国的利润率很小,美国政府甚至有窃取你资产的高风险。下一个供应链仍然是中国。只是现在它不是中国制造,但零件仍然来自中国。他们仍然需要中国帮助他们建设基础设施。

@kooisengchng5283
German companies are being threatened by US to leave China or be sanctioned. This is economic terrorism by US.

德国企业正受到美国的威胁,要么离开中国,要么受到制裁。这是美国的经济恐怖主义。

@deoibyiyingoma1784
Let them stay in China and make more money, then hopefully when they pay fines to the US they"ll still keep some benefit.

让他们留在中国,赚更多的钱,然后希望他们向美国缴纳罚款时,他们还能留下一些利润。

@jonasoffice9853
There's a grudge. The Germans remember how the US raided German factories n stole their industrial secrets after WW2. Being in China is to diversify its Western risks.

德国人心怀怨恨。德国人还记得二战后美国如何突袭德国工厂并窃取他们的工业机密。进入中国是为了分散西方的风险。

@kooisengchng5283
US also kidnapped Nazi scientists by the thousands and brought them to US and offered citizenship. Without them US would not have developed their rocketry and space technology. Today US has not built its own space station. It is struggling to send anything to the moon in spite of having been there 50 years ago. Even today many people dont believe US sent anyone to the moon.

美国还绑架了数千名纳粹科学家,把他们带到美国,并提供公民身份。没有他们,美国就不可能发展火箭和太空技术。今天,美国还没有建造自己的空间站。尽管它在50年前就登月了,但它现在向月球发射任何东西都费劲。即使在今天,许多人也不相信美国把人送上了月球。

@hockheekwek8431
Don’t cry wolf when your government beholden to Uncle Sam in whatever she dictated. When asked to jump, you have no queries at all and jump as high as possible to please them well.

当你的政府对山姆大叔言听计从时,不要喊狼来了。当被要求跳的时候,不要有任何疑问,跳得越高越好,这样才能取悦他们。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@PhiloSurfer
Good point. Germany is de-risking from the US by doubling down on China. Way to go, Germany.

好观点。德国正通过加大对中国的押注来降低来自美国的风险。干得好,德国。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@user-kb9bd5tt8f
Self inflicted wound. More money for Ukraine...no problem. To hell with its own people. Country run by very smart politicians.

自己造成的伤口。给乌克兰更多的钱……没有问题。让自己的人民见鬼去吧。国家由非常聪明的政治家管理。

@siamcharm7904
for decades the west was happy to simply exploit Chinese low cost labor. now it wishes to exploit the vast new middle class china has painstakingly created. it is now time for Chinese companies to prosper from their owm creation. whenever a western company leaves china, a local counterpart takes over and Chinese gdp increases.

几十年来,西方一直乐于利用中国的低成本劳动力。现在,它希望利用中国苦心创造的庞大的新中产阶级。
现在是中国企业从自己的创造中繁荣起来的时候了。每当一家西方公司离开中国,一家中国公司就会接手,中国的GDP就会增长。

@clearheaded5696
Well said especially from 8:00 onwards.

说得好,尤其是从8:00开始。

@global_southerner
The problem is Asians are starting to wake up now realising that all the west wants is Asian’s money while doing everything they can to maintain the racial supremacy over the Asians.

问题是亚洲人现在开始觉醒,意识到西方想要的只是亚洲人的钱,同时尽其所能维持对亚洲人的种族优越感。

@serriajohn
China share market with German enterprises and they gained profit from China according to their annual operation reports. Germany shall welcome Chinese enterprises to set up joint ventures in Germany as well, therefore deliver win win solution for both countries.

中国与德国企业分享市场,根据德国企业的年度经营报告,他们从中国获得了利润。德方也欢迎中国企业在德设立合资企业,实现两国共赢。

@andrewkoiminwong
When the West introduces 2G, 3G, 4G...Every country accept & pay royalty. China introduces 5G...they were BAN by many western countries.

当西方推出2G、3G、4G…每个国家都接受并支付版税。中国推出5G……他们被许多西方国家禁止了。

@user-kb9bd5tt8f
Too arrogant to accept that China is equal on even far surpassed them.

西方太傲慢了,以至于不愿承认中国是平等的,甚至远远超过了他们。

@user-kb3oz3zm8k
Not under von der liar watch

在冯德莱恩的监视下无法实现。

@eymeeraosaka2954
Good analysis....The present crop of Western leaders are all clowns....They keep making a fool of themselves with all their big talks...oblivious to the fact that the rest of the world are laughing at them....

良好的分析……现在的西方领导人都是小丑....他们总是夸夸其谈,让自己出丑。忘记了世界上其他国家都在嘲笑他们....

@zobenny8290

德国商品在中国总是很受欢迎❤ 我们欢迎德国企业来中国投资,贸易是现代国际社会最好最公平的最和平的交流方式

@siamcharm7904
whatever you're sayiing, i agree.

不管你说什么,我都同意。

@garyevergreen5035
Look nowhere else, everything is here in China helping companies around the world survive and prosper.

看看其他地方,中国的一切都在帮助世界各地的公司生存和繁荣。

@justme6275
didn't Germans hear about being a friend of the US.

难道德国人没听说过“做美国的朋友”那句谚语吗?

@lalatubby4836
that female reporter asked sleepy Joe - 'but but ..how would you put an end to the Nordstream pipeline" ....

那个女记者问瞌睡乔:“但是但是……你要如何终止北溪天然气管道? ”

@siamcharm7904
germany is an occupied country with limited sovereignty

德国是一个主权有限的被占领国。

@anotheryoutubechannel4809
Germany has always been a capitalist 'lady on the street very late at night'.

德国一直是一个资本主义的“深夜站街女”。

@AnnieT369
There is only one other country where you can find a billion people but only a small fraction will be customers and the nightmare of operating there will suck up any profit you may make.

只有在另一个国家,你可以找到10亿人,但只有一小部分会成为客户,而且在那里经营的噩梦将吞噬你可能获得的任何利润。

@nightowl7261
Let me guess?
Super power number 1 Bharat

我来猜猜?
超级大国南波湾巴拉特。

@lifeisgood141
Yep! Number 1 snake oil country.

是的!南波湾蛇油国。

@liongjiahwong5478
At least they don't print money like G7.

至少他们不像G7那样印钞票。

@AnnieT369
@liongjiahwong5478 no point printing worthless money.

@liongjiahwong5478 印毫无价值的钞票是没有意义的。

@applebee9060
@AnnieT369 even their old pal doesn’t want to transact in rooooopeees

@AnnieT369 就连他们的老朋友也不愿意用卢比交易。

@chongkt6469
Wait a minute, it's not supposed to be like that!

等一下,不应该是这样的!

@user-vh2ug4up1k
Germany sanctioned Russian oil and gas, add fuel to Russia Ukraine conflicts that endangers the investment environment, what can you expect?

德国制裁俄罗斯油气,为俄乌冲突火上加油,危及投资环境,你还能指望什么?

@SharpeningIron-jw6rn
In less than 20 years earth will be destroyed

在不到20年的时间里地球将被毁灭。

@jax10x
Small and medium-sized business owners are more prone to believe media propaganda. Whereas big business managers have the inside real data.

中小企业主更容易相信媒体的宣传。而大企业的管理者则掌握着真实的内部数据。

@xmen2130
There are no brains running governance in America and EU, more so in EU.

美国和欧盟的治理没有头脑,欧盟更是如此。

@isorokuyamamoto8423
that was what i was thinking when Australians say they can just give up Chinese customers and find another market to replace....? Where to find another country as big with every growing per capital income?

当澳大利亚人说他们可以放弃中国客户,找另一个市场来替代时,我就是这么想的。哪里能找到另一个人均收入不断增长的大国呢?

@gti500
Apparently India with a seventh of China's GDP.

显然是印度,GDP只有中国的七分之一。

@lifeisgood141
@gti500 Large market does not mean people can afford it. That is the difference between snake oil country versus China.

@gti500 市场大并不意味着人们能负担得起。这就是蛇油国与中国的区别。

@Vicky-Blue
Politicians come and go

铁打的政府流水的官。

@kittydukakis
Biden blew up Nord Stream and Germany just took it in the glass chin. High energy cost is crippling Germany's economy, thanks to the US. But Germany thinks China is the problem.

拜登炸了北溪管道,德国人只能默默接受。由于美国的影响,高昂的能源成本正在削弱德国的经济。但德国认为中国才是问题所在。

@lsh4653
Sadly, most Europeans are misled by western media which is controlled by you know who. They think just because they share similar culture and ideologies, they are your friends. Remember what former US Secretary of State, Henry Kissinger allegedly said "it may be dangerous to be America's enemy, but to be America's friend is fatal".

可悲的是,大多数欧洲人都被西方媒体误导了,而这些媒体是由你知道是谁控制的。他们认为仅仅因为他们有相似的文化和意识形态,他们就是你的朋友。还记得美国前国务卿亨利·基辛格所说过的话吗?“成为美国的敌人可能很危险,但成为美国的朋友则是致命的”。

@taterrhead
and yet the German stock market is at all-time highs ... peak clown world

然而德国股市却处于历史高位……小丑一样的世界正处于巅峰。

@NightSkyTower
They are investing outside for future growth...fdi and stocks growth

为了未来的增长,他们正在海外投资……外国直接投资与股票增长。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@siamcharm7904
mostly inflation. excess euros from overprinting end up in stock mkt

主要是通货膨胀。超量印刷的多余欧元最终流入股市。

@rap3208
That just shows you that the stockmarket is not the economy, it is all pure speculation. the stockmarket could disappear and life goes on except for the speculators, I guess.

这表明股市不是经济,它只是纯粹的投机。我想,股市可能会消失,除了投机者,生活还会继续。

@douginorlando6260
Another thing … economy of scale is the 8th wonder of the world

另外,规模经济是世界第八大奇迹。

@1millionstartups
Those millions of suicidal small and medium size businesses can thank Biden (large ones already given up on Biden and doubling down on China).

那些数百万有自杀倾向的中小企业应该感谢拜登(大企业已经放弃拜登,并对中国加倍下注)。

@jimcysiah4193
At least you more honest than other west media

至少你们比其他西方媒体更诚实。

@douginorlando6260
What’s more likely to succeed? Do what the collective ruling elite tell you to do, or do what ruling elite are doing that contradicts what they say?

哪种方法更有可能成功? 做集体统治精英让你做的事,还是做统治精英正在做的与他们所说的相反的事?

@CarpsterKing
The politicians that call for de risking or decouple from China are at the behest of the MNC from the US and Germany.
By eliminating all competitions from smaller companies in EU countries, they will monopolise
the whole market among themselves.

那些呼吁降低与中国的风险或与中国脱钩的政客,是应美国和德国跨国公司的要求。
通过消除来自欧盟国家小公司的竞争,他们将垄断整个市场。

@blue_eagle4989
You need a product to start out with to sell and compete with Chinese companies, which is hard to do, only big companies have some advantage

你需要一款产品来销售并与中国公司竞争,这很难做到,只有大公司才有一些优势。

@jimcysiah4193
Try jv wuth local Chinese companies

试试与中国当地公司合资。

@herman9255
Only politicians can call sales to your big customers "exposure".

只有政客才能把对大客户的销售称为“曝光”。

@herman9255
Industrial electricity cost in China is 1/5 of Germany. It does not take a PhD to figure where German industrial companies should invest.

中国的工业用电成本是德国的五分之一。不需要博士学位也能弄清楚德国工业企业应该在哪里投资。

@douginorlando6260
There are several infrastructural reasons why Chinese located businesses can underbid external competition. And there are several legal/regulatory reasons China located businesses can underbid external competition. And there are several population characteristics reasons China located businesses can underbid external competition. Cost of electricity is one example of many

中国企业之所以能在外部竞争中出价低于对手,有几个基础设施方面的原因。还有一些法律/监管方面的原因,中国的企业可以出价低于外部竞争对手。此外,有几个人口特征导致中国企业能够在外部竞争中胜出。电力成本是众多例子中的一个。

@wongsy1704
It's amazing how many forget to mention the incomparable efficient and comprehensive supply chain to support any type of business.

令人惊讶的是,许多人忘记了无与伦比的高效和全面的供应链,可以支持任何类型的业务。

@good2freelance1
20 years? most of us will be dead too due to old age. :)

20年? 我们中的大多数人也会因为年老而死去。

@brandonso
Therein lies the difference between Eastern and Western thinking. Long term planning vs short term gains.

这就是东西方思维的不同之处。长期计划 vs 短期收益。

@persimon6598
Western MSM told us western firms leaving China in droves. But you're saying big German companies are increasing their investments in China have increased!

西方主流媒体告诉我们,西方公司成群结队地离开中国。但是你却说德国大公司在中国的投资增加了!

@privacyhelp
Western mainstream media says China is collapsing. But hey apple just opened the 2nd largest store in Shanghai.

西方主流媒体说中国正在崩溃。但是苹果刚刚在上海开了第二大门店。

@justme6275
"MSM told us"

“主流媒体告诉我们”

@user-ed7rz7nl5i
@privacyhelp Apple factory moved out from India !

@privacyhelp 苹果工厂从印度搬走了!

@siamcharm7904
small companies often just cant compete. those already there e. g. usa fast food, are rapidly expanding..

小公司往往无法竞争。那些已经存在的,比如美国的快餐品牌,正在迅速扩张。

@JoMe2
Man, you often used very sharp words. So sharp that some people must feel hurt. But any person with a sound mind can't argue against you. That makes it hurt even more.

老兄,你经常用非常尖刻的话。如此尖锐,一定会让一些人感到受伤。但是任何一个头脑健全的人都不能反对你。这让它更疼。

@phillee8666
If Germany wants to keep its power and leading role in the EU, it has to work together with China. And China seems the only operation left for Germany. US, no, if Germany wants to keep its independent, stay away from the US. Russia is gone due to Ukraine war. Japan is too small. Who else?

如果德国想保持其在欧盟的实力和领导地位,就必须与中国合作。而中国似乎是留给德国的唯一选项。美国,不,如果德国想保持独立,那就远离美国。俄罗斯因为乌克兰战争而完蛋了。日本太小了。还有谁?

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