上周三(8月1日)公布的兩項(xiàng)數(shù)據(jù)，令人對(duì)中國(guó)經(jīng)濟(jì)狀況感到困惑。 官方數(shù)據(jù)顯示，7月中國(guó)制造業(yè)采購(gòu)經(jīng)理人指數(shù)(PMI)降至八個(gè)月低點(diǎn)50.1，顯示中國(guó)制造業(yè)下半年開局遲滯。 但經(jīng)季節(jié)調(diào)整的匯豐PMI卻升至2月以來(lái)的最高水平49.3。PMI在50左右，是顯示產(chǎn)業(yè)擴(kuò)張或萎縮的分水嶺。 所以，中國(guó)官方制造業(yè)PMI顯示制造業(yè)略有增長(zhǎng)，而匯豐PMI則顯示這個(gè)對(duì)市場(chǎng)比較敏感的民間產(chǎn)業(yè)開始趨于穩(wěn)定。 如果你青睞匯豐的數(shù)據(jù)，可能會(huì)認(rèn)為中國(guó)經(jīng)濟(jì)放緩階段已經(jīng)在2012年第二季度觸底，可以預(yù)期從第三季度開始溫和反彈。 但你可能不應(yīng)忽視中國(guó)總理溫家 寶周二(7月31日)發(fā)出的警告。他指出，在國(guó)內(nèi)經(jīng)濟(jì)成長(zhǎng)放緩而且全球經(jīng)濟(jì)形勢(shì)糟糕的情況下，不應(yīng)低估中國(guó)經(jīng)濟(jì)所面臨的風(fēng)險(xiǎn)。他說(shuō)：“下行壓力仍然相對(duì)較大。” 現(xiàn)實(shí)情況是，今年第二季度中國(guó)經(jīng)濟(jì)增長(zhǎng)7.6%，是2009年初全球金融危機(jī)高 潮以來(lái)的最慢增速。 中興：全球智能手機(jī)市場(chǎng)中的新星 這是官方公布的結(jié)果。盡管“中興”品牌在美國(guó)消費(fèi)者中缺乏名氣，但中興通訊已成為全球五大智能手機(jī)廠商之一，打敗了RIM的黑莓。 據(jù)國(guó)際數(shù)據(jù)公司(IDC)，中興2012第二季度智能手機(jī)出貨量為800萬(wàn)部，全球市場(chǎng)份額僅比HTC落后0.5個(gè)百分點(diǎn)、比諾基亞落后1.4個(gè)百分點(diǎn)。 是否應(yīng)該對(duì)此感到意外？不，一點(diǎn)也不意外。但是，如果還有人仍認(rèn)為中國(guó)企業(yè)只擅長(zhǎng)生產(chǎn)低端手機(jī)，那么絕對(duì)到了應(yīng)該拋棄這種成見的時(shí)候。 中興決心在智能手機(jī)方面投入更多的努力，推出了一款“超薄四核Grand Era智能手機(jī)”。據(jù)中興通訊，它采用英偉達(dá)的Tegra 3應(yīng)用處理器，4.3英寸qHD屏幕，機(jī)身厚度只有7.8毫米。等等，中興還有更多動(dòng)作。中興通訊承諾在今年底之前推LTE版Grand Era。 中興通訊2011年全年智能手機(jī)出貨量超過(guò)1500萬(wàn)部，比2010年劇增400%。這使中興成為蘋果以外增長(zhǎng)最快的智能手機(jī)廠商。 編譯：Luffy Liu 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 參考英文原文：Yoshida in China: Is China’s manufacturing sector slowing down?by Junko Yoshida

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{pagination} Yoshida in China: Is China’s manufacturing sector slowing down? Junko Yoshida Two data points unveiled Wednesday (Aug. 1st) are confusing the narratives on the state of China’s economy. Chinese factory purchasing managers' index (PMI), an official number announced Wednesday, fell to an eight-month low of 50.1 in July, indicating that China’s factories have made a slow start to the second half of this year. Meanwhile, an HSBC PMI rose to a seasonally adjusted 49.3, its highest level since February. PMI readings around 50 show a threshold dividing expansion from contraction. So, China’s official factory PMI suggests the sector is barely growing, while the HSBC number tells a story that the more market-sensitive private sector has begun stabilizing. If you like the HSBC’s number, you may hold the view that China’s economic slowdown hit the bottom in the second quarter of 2012, and you can look forward to a mild rebound beginning in the third quarter. But you probably shouldn’t disregard the warning China’s premier made Tuesday (July 31st) He noted that people should not underestimate the risks that the Chinese economy is facing, with growth slowing at home and the world economy in bad shape. “Downward pressure is still relatively big,” Wen said. The reality is that the Chinese economy grew 7.6 per cent in the second quarter of the year, its slowest since early 2009 at the height of the global financial crisis. ZTE: A new star is born in the global smartphone market It’s official. China’s ZTE, despite its brand’s lack of visibility among U.S. consumers, has become one of the top five smartphone vendors in the world, kicking RIM’s Blackberry butt. ZTE shipped eight million smartphones in the second quarter of 2012, according to IDC. The company’s worldwide market share is by just 0.5 percentage points behind HTC and 1.4 percentage points behind Nokia. Should we be surprised about that? No, not really. But if anyone out there is still thinking that Chinese vendors are only good at low-end mobile phones, it’s absolutely time to correct that pre-conceived notion. ZTE is determined to throw more punches to its smartphone drive by launching a new “ultra-thin quad-core Grand Era smartphone.” Powered by Nvidia’s Tegra 3 applications processor, the new smartphone features a 4.3-inch qHD screen, with its body as thin as 7.8mm, according to ZTE. And wait, there is more. ZTE promised to release an LTE version of the Grand Era before the end of this year. The Chinese company’s smartphone shipments for the full year of 2011 were more than 15 million, an increase of 400% over 2010. That officially makes ZTE the fastest growing smartphone maker after Apple.