Barrie Maguire

China, S.A., se hace mundial

NUEVA YORK  -- La economía de China está dando ahora su nuevo gran salto adelante: algunas partes de su sector manufacturero están subiendo por la cadena del valor añadido y saliendo del país. La amenaza china es ahora mundial.

Las razones no son difíciles de entender. Los costos de producción (salarios, alquileres de oficinas, tierras, capital, etcétera) en las provincias costeras de China, donde están radicadas la mayor parte de la producción manufacturera y de servicios del país y la inversión extranjera directa, han ido aumentando rápidamente. Tan sólo desde el año pasado, los salarios mínimos en nueve de las doce provincias costeras (incluida Beijing) aumentaron más del 21 por ciento por término medio:

Al mismo tiempo, el renminbi se está apreciando, con lo que la producción nacional de bienes y servicios destinados a la exportación resulta aún más cara. Es algo que cuenta, en particular en el caso de las actividades con gran densidad de mano de obra (desde la manifactura de juguetes hasta los servicios de introducción de datos), ya correspondan a filiales de empresas multinacionales extranjeras (que representan más de la mitad de las exportaciones de China) o a empresas locales, que están perdiendo competitividad en los mercados internacionales.

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