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[財經分析] China Trade

進口存變數恐危及供應 京下令嚴查糧食庫存
https://orientaldaily.on.cc/cnt/news/20190510/00176_003.html

中美貿易前景不明朗,內地各級政府開始清查糧食存量。內地輿論認為,貿易戰導致中美兩國關係惡化,危及中國糧食供應,中央需緊急採取措施以防不測。

中國國家發改委網站透露,全國糧食庫存數量和品質大清查視像會議,周二在北京召開。會上要求各地有關部門,要切實擔當大清查責任,主動發現、報告和查處各類問題,不隱瞞、不回避、不護短。確保摸清家底,交上一本「明白帳」。

中國國務院去年七月發布通知,開展全國政策性糧食庫存數量和品質大清查,並由今年二月底前至十月底,分成準備、自查、普查、抽查和整改五個階段進行。這次清查的糧食種類範圍包括中央儲備糧、最低收購價糧,以及地方儲備糧等。

民眾憂現糧荒 價格暴漲

境外媒體周三引述一位湖北作家熊先生指,中國不少糧食由美國進口,庫存有限。假如中美貿易戰持續,將對糧食進口造成影響,未來中國可能面臨糧荒危險。另居於武漢的彭女士稱,現在很多農民都放棄了種糧食。她舉例說,自己曾向來自農村的鄰居買米,但對方表示種植的糧食僅夠自己吃,所以導致現在米價暴漲。

中國海關資料顯示,中國二○一八年進口糧食達到一千零八十五億噸,是全球最大的糧食進口國,而美國則是全球最大的糧食出口國。

學者指唱好中國經濟只為穩定軍心 2019/05/10 21:33
http://cablenews.i-cable.com/ci/videopage/news/548330/%E5%8D%B3%E6%99%82%E6%96%B0%E8%81%9E/%E5%AD%B8%E8%80%85%E6%8C%87%E5%94%B1%E5%A5%BD%E4%B8%AD%E5%9C%8B%E7%B6%93%E6%BF%9F%E5%8F%AA%E7%82%BA%E7%A9%A9%E5%AE%9A%E8%BB%8D%E5%BF%83

中美展開新一輪貿易談判,雖然副總理劉鶴表明自己是帶著誠意去美國,認為談判有希望,但都無阻美國如期向中國貨再度加徵關稅。

內地官媒積極唱好經濟,有經濟學者認為,這樣只是為穩定軍心擺出的姿態,因為一旦中美真是談不成協議,除了經濟上的損失,下一步會引發西方和中國在價值觀和意識形態上的對抗。

官媒集體唱好中國經濟,有分析認為官方其實不是太樂觀,只是為安定民心和平衡輿論,稱是官媒的職責。財經評論員石述思認為,官方提到的經濟內容無錯,但並不是事實的全部。他又指貿易談判一旦破裂,不僅是金錢上的損失如此簡單,貿易戰更深層的意義是西方對中國價值觀、意識形態上的對抗,他對中國在這方面的應對能力更有保留。

[ 本帖最後由 U52.5U4G 於 2019-5-10 10:25 編輯 ]
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歐美晶片股挫 中資企業揚
https://orientaldaily.on.cc/cnt/finance/20190521/00202_010.html

華為遭封殺,全球晶片製造商股價反應各異。市場憂慮歐美晶片商受華為禁令拖累銷售業務,以致股價持續下跌,反而中國的晶片商因憧憬可取而代之獲投資者追捧。惟有分析指,內地晶圓技術落後歐美日、南韓及台灣逾十年,料股價升勢難以持續。

港股中芯升8% 難續漲

周一曾傳出會停止向華為供貨的意法半導體(STMicro),早段在歐洲交易時段股價挫8.4%;德國晶片商Infineon亦曾經挫5.3%,公司發言人其後澄清向華為提供的大部分晶片不受今次禁令限制,奧地利晶片商AMS亦宣稱不會向華為禁運產品。至於美國晶片商英特爾和高通,在美股早段分別跌2.65%及5.74%。

香港上市的部分中資晶片股昨日逆市上升,中芯國際(00981)昨日股價更大漲7.97%至8.67元,華虹半導體(01347)與上海復旦(01385)亦分別漲1.59%和1.36%。另外,A股泰晶科技(603738.SH)、星星科技(300256.SZ)、誠邁科技(300598.SZ)及興森科技(002436.SZ)等多家華為海思概念股股價昨日早段已觸及每日一成升幅上限而停板。

宏滙資產管理董事及投資策略總監林嘉麒指,中芯雖然研發14納米製程晶圓有突破,但目前仍只能主打中端市場。

他續稱,一般來說,內地晶片製造商技術較海外仍落後十年。由於華為被封殺,涉及美國國家安全事宜,故相信一段較長的時間難以解決。他估計中芯股價短期內會「打回原形」返回8元或以下的水平。

滙豐環球研究發表報告指,中芯致力研發新技術固然好,可支持中國內地半導體工業的成長;惟該行認為,相關投資大,令公司的折舊成本百上加斤,影響其未來三至五年的結構性利潤。故維持中芯「減持」的投資評級,目標價5.38元。
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America too dependent on China for its medicine, experts warn
https://www.foxnews.com/us/america-dependent-china-medicines

Experts are warning America has become too dependent on China for its medicine -- everything from painkillers, to antibiotics, and even aspirin can all be sourced back to a country the Department of Defense considers an adversary.

The Food and Drug Administration estimates that at least 80 percent of the active ingredients found in all of America's medicines come from abroad – primarily China.

"Imagine if China turned off that spigot," said Rosemary Gibson, author of "China RX: The Risks of America's Dependence on China for Medicine." "China's aim is to become the global pharmacy to the world -- it says that. It wants to disrupt, to dominate, and displace American and other Western companies."

In 2015, China unveiled "Made in China 2025," a national plan to make it the world's leader in 10 high-tech manufacturing sectors, including bio-medicine, by 2025.

The new national security warning comes as China is threatening to weaponize its dominance in mining rare earth minerals against the United States, in an escalation of the ongoing trade war.

CHINA IS FIGHTING TO 'PROTECT ITS LEGITIMATE RIGHTS AND INTERESTS' IN TRADE WAR WITH US, STATE MEDIA SAYS

"I have no doubt that they would consider weaponizing their dominance of the pharmaceuticals market if they felt that that would give them an advantage over us strategically," retired Brig. Gen. John Adams told Fox News. Adams is also president of Guardian Six, a defense research consulting firm.

In a worst-case scenario, experts warn, China could withhold supply of medicines like important antibiotics, or degrade the quality of our medicines -- even put lethal contaminants in them. Even when it comes to treating anthrax, China is the largest exporter of the building block to make ciprofloxacin, an anthrax antidote.

The more probable threat from China, however, is that it could make America's prescription drugs more expensive.

"In five to 10 years, when China has a complete chokehold over the United States and its supply of medicine, it's gonna be telling us how much to pay for our medicine," Gibson told Fox News. "We will lose control over how much we pay. We will be the price taker, not the price setter. And that's devastating."

Gibson said China wants to do with medicine what it has done with steel.

"China dumped its steel in the United States at below-market price and it drove out so many factories and jobs and communities were devastated. We have the same story with a lot of our medicines and that happened with penicillin," Gibson said.

US NEEDS TO STAND UP TO CHINA ON TRADE WAR, WILL WIN IF IT DOES: ANDY PUZDER

The last U.S. plant manufacturing the penicillin antibiotic closed in 2004.

China is also positioning itself to dominate the generic drug industry. Generic drugs account for 90 percent of prescriptions filled in the United States. Already, generic versions of high blood pressure meds, anti-depressants, and cancer treatments, including chemotherapy, can be traced back to China. Today, India is the leader in generic drug manufacturing but China provides India with 80 percent of its raw ingredients, according to estimates.

Adding to the national security threat, generic drugs sourced back to China are used by America's military troops and veterans. The problem is health care providers -- including military hospitals -- do not know where all their drugs are sourced because pharmaceutical companies are not required to publicly disclose the source of their active ingredients.

"Knowing the scope of the problem," Adams said. "I think that's the start."

CLICK HERE TO GET THE FOX NEWS APP

Sen. Sherrod Brown, D-Ohio, said in a statement to Fox News that pharmaceutical companies must be able to trace the origin of their ingredients.

"American consumers have a right to know where the ingredients in their medications are coming from, regardless of whether they are brand or generic," Brown said.

In a 2010 study of pharmaceutical executives, 70 percent of respondents cited China as their top source country for pharmaceutical ingredients. But Gibson said pharmaceutical companies don't want to disclose China as a source of their medicine because Americans are less trustworthy of their products.

The U.S.-China Economic and Security Review Commission will be holding a hearing on this potential threat and vulnerability on July 31.  As for solutions, experts like Gibson and Adams are calling on the U.S. to bring back America's medicinal manufacturing prowess.

"We'd be fools not to understand," Adams said. "They have a goal of having authority or having power over us and economic power is for them part of their national security. We should look at it in much the same way."
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