倒産ラッシュ、人員削減…本格化する経済崩壊Ｃｈｉｎａ Ｗａｔｃｈ201

倒産ラッシュ、人員削減…本格化する経済崩壊
Ｃｈｉｎａ Ｗａｔｃｈ2015.12.3 15:00

９月２４日掲載の本欄は、８月と９月に公表された一連の統計数字から、「崩壊へと向かう中国経済」の実態をリポートした。実は１０月と１１月に入ってからも、この国の経済の沈没ぶりを明確に示すような数字や報道が続々と出てきている。

まずは１０月１９日、国家統計局が第３四半期の経済成長率を発表したが、それは前年同期比６・９％で、今年上半期の７％よりさらに鈍化して、２００９年第１四半期以来の低水準となった。

もちろん、政府が公表したこの「６・９％」の成長率、あるいは上半期の「７％成長率」は果たして本当であったかどうかも実に疑わしい。中国では、たとえば電力消費量の伸び率がいわゆる「李克強指数」の一つとして経済の実態をより適切に反映しているが、今年１月から９月までの全国の電力消費量伸び率が０・８％であったことは、１０月２２日の中国電力企業連合会の発表で判明している。

２０１３年は政府発表の成長率が７・７％であったが、同じ年の電力消費量の伸び率は７・５％であった。しかし上述のように、１～９月の電力消費量伸び率がただの０・８％であったならば、同じ時期の経済成長率は７％か６・９％であるはずはない。おそらく、０％成長に近い水準にあるのではないか。

そして、９月と１０月の電力消費量は両方とも前年同期比０・２％減となって絶望のマイナス成長に転じているから、秋に入ってからの経済状況はさらに悪化していることがよく分かる。

対外貿易の関連数字も大変悪い。１０月１３日の中国税関総署の発表によると、１月から９月までの輸入は前年同期比で１５・３％減となっているという。９月のそれは前年同月比で実に２０・４％減となっており、輸入が急速に縮小していることがよく分かる。

一国の輸入というのは、外国から調達する生産財と消費財の合計であるが、中国の輸入の激減は当然、国内の消費と生産の両方が地滑り的な勢いで落ち込んでいることを意味している。

こうした中で、国内企業が大変な苦境に立たされるのは必至だ。１１月２日、毎日経済新聞が「製造業倒産調査」というタイトルのリポートを掲載したが、それによると、中国の鉄鋼・セメント・石炭・電子・紡績・家具などの７つの労働密集型産業は今、企業倒産の「重度災害区」となっているという。例えば珠江デルタ地域だけで今年に７６件の企業倒産が確認されており、「倒産ラッシュ」が全国的に広がっているもようだ。

こうした中で、１１月１４日、年産千億トンの巨大鉄鋼メーカーである唐山松汀鋼鉄公司が「生産停止」、すなわち事実上の倒産に追い込まれた。毎日経済新聞が言う「倒産ラッシュ」はどうやら本物のようである。

倒産を避けるために思い切った人員削減を行う企業もある。「中国石炭網」が伝えたところによると、中国東北地域最大の石炭企業である「龍煤集団」が９月に、全従業員２４万人のうち、今後３カ月内に約１０万人の人員整理を断行すると発表した。

人員削減は伝統産業に限られたものではない。１１月１５日の各メディアの報道によると、中国の代表的なＩＴ企業のレノボは、やはり業績不振で今後３２００人の人員削減を行うという。中国経済の「未来」を象徴するような花形産業のレノボまでが大量解雇に追い込まれている状況だから、この国の「未来」が知れるであろう。

こうした中で、１１月２０日には、今年１月から１０月までの全国国有企業の営業利益が前年同期比で９・８％減という衝撃ニュースが入ってきた。中国という国の経済基盤を支えている国有企業、その営業利益が約１割減となったことは、まさにこの国の経済崩壊が本格化していることを示しているのではないか。

結果 (英語) 1:

Rush bankruptcy and layoffs. Full-scale economic collapseChina Watch2015.12.3 15:00 9/24 posted this column, reporting from the figures published in the months of August and September a series of realities of the Chinese economy toward collapse. Clearly shows the economy sinking Buri from fact in the 10-and 11-like figures and reports coming out one after another. Became the first announced third-quarter economic growth rate 10/19, Office for national statistics, but it is 6.9% this year in the first half than the 7 percent further slowed by 2009, its lowest level since the first quarter. Whether or not announced by the Government, of course, this "6.9% growth rate, or the first half of" 7% growth rate "plays in real suspicious. In China, for example electricity consumption growth rate as a so-called Li keqiang index economic reality more appropriately reflects the power consumption amount of growth from January this year across the country until September, 0.8% that was turned out in the announcement of the China electricity Council of 10/22. ２０１３年は政府発表の成長率が７・７％であったが、同じ年の電力消費量の伸び率は７・５％であった。しかし上述のように、１～９月の電力消費量伸び率がただの０・８％であったならば、同じ時期の経済成長率は７％か６・９％であるはずはない。おそらく、０％成長に近い水準にあるのではないか。 そして、９月と１０月の電力消費量は両方とも前年同期比０・２％減となって絶望のマイナス成長に転じているから、秋に入ってからの経済状況はさらに悪化していることがよく分かる。 対外貿易の関連数字も大変悪い。１０月１３日の中国税関総署の発表によると、１月から９月までの輸入は前年同期比で１５・３％減となっているという。９月のそれは前年同月比で実に２０・４％減となっており、輸入が急速に縮小していることがよく分かる。 一国の輸入というのは、外国から調達する生産財と消費財の合計であるが、中国の輸入の激減は当然、国内の消費と生産の両方が地滑り的な勢いで落ち込んでいることを意味している。 こうした中で、国内企業が大変な苦境に立たされるのは必至だ。１１月２日、毎日経済新聞が「製造業倒産調査」というタイトルのリポートを掲載したが、それによると、中国の鉄鋼・セメント・石炭・電子・紡績・家具などの７つの労働密集型産業は今、企業倒産の「重度災害区」となっているという。例えば珠江デルタ地域だけで今年に７６件の企業倒産が確認されており、「倒産ラッシュ」が全国的に広がっているもようだ。 こうした中で、１１月１４日、年産千億トンの巨大鉄鋼メーカーである唐山松汀鋼鉄公司が「生産停止」、すなわち事実上の倒産に追い込まれた。毎日経済新聞が言う「倒産ラッシュ」はどうやら本物のようである。 倒産を避けるために思い切った人員削減を行う企業もある。「中国石炭網」が伝えたところによると、中国東北地域最大の石炭企業である「龍煤集団」が９月に、全従業員２４万人のうち、今後３カ月内に約１０万人の人員整理を断行すると発表した。 人員削減は伝統産業に限られたものではない。１１月１５日の各メディアの報道によると、中国の代表的なＩＴ企業のレノボは、やはり業績不振で今後３２００人の人員削減を行うという。中国経済の「未来」を象徴するような花形産業のレノボまでが大量解雇に追い込まれている状況だから、この国の「未来」が知れるであろう。 こうした中で、１１月２０日には、今年１月から１０月までの全国国有企業の営業利益が前年同期比で９・８％減という衝撃ニュースが入ってきた。中国という国の経済基盤を支えている国有企業、その営業利益が約１割減となったことは、まさにこの国の経済崩壊が本格化していることを示しているのではないか。

結果 (英語) 2:

Bankruptcy rush, staff reductions ... economic collapse in earnest
China Watch2015.12.3 15:00 to Honran of published September 24, from a series of statistical numbers that have been published in August and September, China toward the "collapse economy We were reporting the reality of ". Even from actually entered into in October and November, clearly shows such numbers and report the sinking of the first time in this country's economy is coming out one after another. First of October 19, but the National Bureau of Statistics announced the third quarter of economic growth, it is a year-on-year 6.9% this year and further slowed from 7 percent in the first half, the first quarter since 2009 It was the lowest level. Of course, the growth rate of this government has announced "6.9%", or "7% growth rate" in the first half even downright doubtful whether was really true. In China, for example, but power consumption growth rate has been more appropriately reflected as one of the economic realities of the so-called "Li Keqiang index", power consumption growth rate of the whole country up to September this year from January 0 that it was 8%, it has been found in the Chugoku Electric Power Enterprise Confederation of announcement of October 22. 2013 but the growth rate of the government announcement was 7, 7%, growth rate of power consumption of the same year was 7.5%. However, as described above, if the January to September of power consumption growth rate was 0, 8% of the free, the economic growth rate of the same period is a is should not 7% or 6.9%. Perhaps, or not there at the level close to 0% growth. And, because they turned to negative growth of despair become September and the power consumption of October, both year-on-year 0, 2% decline, the economic situation since the beginning of the autumn that it is even worse but I can see well. Related number of foreign trade is also very bad. According to the China Customs General Administration of the announcement of October 13, imports from January to September is that has become a 15.3 percent decrease compared to the same period last year. Of September it has become a really 20, 4% in the same month the year before, I understand well that the imports are rapidly shrinking. Means that because one country's imports, but is the sum of production goods and consumer goods to procure from abroad, sharp decrease of Chinese imports of course, that both the consumption and production of domestic is depressed in a landslide momentum are doing. Under these circumstances, it's inevitable for domestic companies is to stand in a very predicament. November 2, but posted a report titled Maeil Business Newspaper is "manufacturing bankruptcy investigation", according to it, iron and steel, cement, coal, electronics, textile and furniture seven labor-intensive industries such as China Now, that has become a "serious disaster-ku" of corporate bankruptcies. For example, only the Pearl River Delta region has been confirmed corporate bankruptcies of 76 to this year, "bankruptcy Rush" is it's a pattern that has spread nationwide. Under these circumstances, November 14, giant steel maker is Tangshan Matsumigiwa steel, Ltd. "Production Stop" with an annual production capacity of one hundred billion tons, ie it was forced to bankruptcy on the fact. Daily says economic newspaper "bankruptcy Rush" is apparently genuine way. Some companies make job cuts that drastic in order to avoid bankruptcy. According to the place where "China coal network" was reportedly in the Northeast China region's largest coal company "Ryususu population" is in September, out of the total employees 240,000 people, about 10 million people in the next three months month It was announced the carrying out the redundancies. Workforce reductions are not intended to limited to traditional industries. According to reports of the media of the November 15, Lenovo of typical IT companies in China, still a poor performance that make the job cuts of 3,200 in the future. Because it is the situation that up to Lenovo's star industries such as symbolizing the "future" of the Chinese economy has been forced to mass layoffs, it will come out of "the future" of this country. Under these circumstances, the November 20, came the shock news that 9.8% decline in operating profit year-on-year national state-owned enterprises up to 10 months from January this year. State-owned enterprises that support the economic base of the country of China, is that the operating profit was about 10% down, exactly or economic collapse of this country does not indicate that the full swing.

結果 (英語) 3:

Bankruptcy, job cuts... Economic collapse at the China Watch 2015.12.3 15 00 too serious on September 24, the publication of this August and announced in September a series of figures from the statistics report, "China economy to collapse. Actually, in October and November coming from the issue, as shown in figures and reporting to the sinking of a country's economy. Well first of all, on October 19, the National Statistics Bureau announced that economic growth in the third quarter,It is in the last year and 9%, 7% in the first half of this year, slowing the lowest level since the first quarter of 2009. Well, of course, the growth rate of 9 percent, "published by the government," 7 "in the first half of the growth rate was real, or whether it is very doubtful. In China, for example, the power consumption and the growth rate of the so-called "Li Keqiang index" as one of the better reflect economic reality, butFrom January to September this year the growth rate of energy consumption in Japan was 0, 8 October 22, China's electric power industry was presented. Well, the government announced a 2013 growth rate of 7%, and the power consumption of the same year, the growth rate was 7% - 5%. However, as described above, one of the power consumption and the growth rate of 8% and 0 if the economic growth rate in the same period of 7 or 9. 6. Perhaps0 per cent growth may be near. Well then, since September and despair, 2 0 year-on-year negative growth in both to the amount of electric power consumption in autumn in October, well understood that the further worsening of the economic situation. If the number of foreign trade relationship was very bad. According to the General Administration of Customs of China on October 13, from January to September in the year and 15, and 3.In September it in the same month last year, and really fell 20, it is apparent that reduced the import. The country's imports from abroad, which is the sum of consumer goods and capital goods to China, of course, decreased sharply with the momentum of domestic consumption in the production of both landslide. Under these circumstances, there is too much of a domestic enterprise is inevitably run into trouble. On November 2,