The Japanese earthquake affected China's home appliance industry: opportunities and pressures coexist
on March 11, the earthquake, tsunami and nuclear leakage hit Japan, the world's third largest economy one after another, bringing huge losses to the lives and property of local people. However, there is always one product that is suitable for ordinary athletes, and also a great blow to Japan and even the global economy. Affected by this, the global stock market suffered a sharp fall. However, the impact of the Japanese earthquake on China's home appliance industry has both advantages and disadvantages, and opportunities and pressures coexist
under the disaster, Japan's home appliance industry bears the brunt.
march is the romantic time when cherry blossoms are in full bloom. However, Japan suddenly suffered a series of disasters such as super earthquake and tsunami. The disaster scene is shocking, and the Fukushima nuclear leak makes mankind face major challenges. It can be said that the impact of the once-in-a-century earthquake on world economic growth, energy market, global supply chain and financial market has aroused widespread concern and anxiety
at present, the most pessimistic prediction comes from vanessarossi, a senior researcher at the Royal Institute of international affairs, a think tank in London. He predicted that Japan would lose 10% of its capital stock in the earthquake, equivalent to 20% of GDP, or $1trillion
the earthquake, tsunami and nuclear leakage had the most obvious impact on Japan's home appliance industry. The Japanese factories of Sony, sharp, Panasonic, Sanyo, Mitsubishi, Daikin and other enterprises were affected to varying degrees. Sony became the most damaged home appliance digital enterprise. Six factories, including batteries, semiconductors and Blu ray discs, were shut down, and Daikin chemical factory was also shut down. In addition, Asahi Glass Substrate factory and some LCD and plasma panel component factories were also impacted
according to the latest statistics, about 300000 people in Japan have been affected, and it is expected that the affected population will eventually reach 600000. However, as the American economist Roubini said, "the Japanese earthquake is the worst thing that happens in the country at the 'worst time'. The psychological affected population caused by the earthquake, tsunami and nuclear leakage will reach tens of millions, which will make the Japanese pay attention to reviewing their future industrial layout." Experts predict that frequent earthquakes will accelerate the overseas transfer of Japanese industries, including home appliance industry, which should be installed and expanded on the basis of concrete, which is both a challenge and an opportunity for China
advantages and disadvantages coexist. Opportunities and risks coexist in China's home appliance industry.
the impact of the Japanese earthquake on China's industry has both advantages and disadvantages. Opportunities and risks to the domestic home appliance market coexist. White electricity may benefit, and black electricity may have more negative effects
the earthquake disaster in Japan is detrimental to China's home appliance industry in two aspects: first, from the perspective of market, China's exports of refrigerators, freezers, air conditioners and washing machines to Japan accounted for 9%, 4%, 13% and 15% of the total export volume respectively in 2010. The earthquake may reduce the export volume of home appliances to Japan in a short time, although the impact is small; Second, considering that many of the upstream raw materials of China's high-end household appliances, including LCD panels, upstream chips, variable-frequency compressors, variable-frequency motors, etc., are imported from Japan (more and more middle and low-end products come from Taiwan and South Korea), and these high-end upstream raw materials are the ones that have a great impact on the production capacity of the Japanese earthquake. At the same time, the logistics paralysis in Northeast Japan will also hinder the export of upstream components of household appliances. Therefore, there is a high probability that the price of upstream components of color TV sets in the world will rise recently, which may bring some cost pressure to the domestic color TV industry, but the impact is also relatively limited. It is reported that sharp supplies some upstream raw materials for home appliances such as TCL, Skyworth, Konka and Hisense, although they are not their main suppliers
liubuchen, an insider in the household appliance industry, said that if it had been two years earlier, the impact of the Japanese earthquake on domestic black TV enterprises would have been fatal. However, in the past two years, the panel procurement of domestic color TV enterprises has gradually shifted from Japan to South Korea and Taiwan. With the large-scale independent production of domestic upstream modules, the industrial chain has become more complete, and the advantages and daily management of Japanese pressure testing machines have a smaller impact on China's household appliance industry
in terms of domestic marketing structure, the earthquake will have a small impact on famous Japanese brands such as Sony, sharp, Toshiba, Panasonic, Sanyo and Mitsubishi, giving some market opportunities to domestic brands. In particular, famous white appliance enterprises may benefit from the new demand brought about by Japan's post disaster reconstruction. On the other hand, it will also be conducive to the export of Chinese home appliance enterprises, Look for alternative opportunities, but the specific extent needs to be observed. Second, in the medium term, the earthquake disaster will comprehensively accelerate the industrial transfer of Japan's advanced home appliance enterprises to China and other countries, provide opportunities for the domestic home appliance industry to learn and introduce technology and management, and further improve China's home appliance industry chain. It is reported that at present, there are Gree OEM Daikin Air conditioner, Midea OEM Toshiba carrier, TCL OEM Sony DVD, etc. after the earthquake, the proportion of China's OEM of household appliances to Japan will be large, but the proportion of home appliances sold back to Japan may not be large