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网评:“曹德旺跑路”揭示企业成本困境

2016-12-22 13:49:31   

这两天,“曹德旺要跑路”“曹德旺说中国除了人便宜,啥都比美国贵”等网络渲染不停地蔓延,似乎中国制造瞬间遭遇了泥石流一样。直到20日傍晚,曹德旺先生直接辟谣:“我什么时候跑了?福耀制造的市场销路65%在中国,我跑出去干什么呢?!”事情才告一段落。

那么,曹德旺究竟要表达什么?为什么引起网民如此的狂欢?笔者认真听了曹德旺谈话的原视频,感到他的谈话很质朴,既指出了中国制造业发展面临的一些政策环境问题,也表示坚定看好中国本土经济,主张积极推动改革。

如果曹德旺是一个“出口成章”的企业家,他的话大体可以这样梳理:我最近到美国办了一个厂(在其他国家也有投资),这样可以方便我的美国客户;在美国办厂的成本比中国境内还划算,可以多赚10%的利润;中国税收以及其他经营成本太高,应该大力削减,否则会降低中国制造业的竞争力;中国经济增长潜力巨大,我们应该把我们自己的事办好;你们媒体不要乱炒作,要负责任。

但遗憾的是,曹德旺的采访视频语序不够规整,被媒体断章取义、顾头不顾尾地炒作了。还有些人对中国经济大势有误读,拉上曹德旺做垫背。其实,只要我们认真听了谈话的上下文,不会得出“曹德旺跑路”、“曹德旺认为中国经济哀鸿遍野”、“中国除了人便宜,啥都比美国贵”等有违事实的结论。

曹德旺的事业基础在中国,他的“大本营”“后援地”会永远在中国。福耀玻璃产品从中国出口到其他国家的规模占35%,在中国国内销售的占65%,在境外建厂生产的还没有销售,占比为2%-3%。作为全球排名前列的汽车玻璃制造商,福耀集团选择美国开拓市场基于“美国是汽车大国”的考虑,属于正常的海外业务拓展。

事实上,除了曹德旺,山东太阳纸业将投资10亿美元至13亿美元在美国阿肯色州建厂,中国天源纺织也将投资2000万美元在阿肯色州设立服装制造厂,等等。这些企业的选择有可能成功,也有可能失败。但只要它们遵纪守法,按照市场规律办事,都无可非议。

曹德旺等中国企业家到美国参与“再工业化”进程、获取差额利润,不仅是企业家的正常举动,而且也是中国经济发展壮大、中国参与国际经济事务的必然结果。把这些举动解读为“美国太好了,中国太差了”实在是一种悲哀。还需要注意的是,中国企业走出去,特别是到发达国家去经营,还面临很多挑战,不能仓促行事,而要学习曹德旺“观察20年才下手”的科学精神。

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