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【转载】董明珠为何对补贴说不  

2015-11-30 11:33:55|  分类: 默认分类 |  标签: |举报 |字号 订阅

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本文转载自菁城子《董明珠为何对补贴说不》
董明珠为何对补贴说不 - 菁城子 - 菁城子

 本文发表在20151130日的新京报,略有改动,转载请注明。

今年11月底,北京启动家电节能补贴政策,市民购买9种节能减排商品将获得补贴。补贴比例分13%8%两档,最高额度为800元。在消费低迷,家电市场不景气的环境下,政府以财政刺激消费,可算尽心尽力。消费者少掏钱,对此项政策喜闻乐见,这是很正常的情绪。家电行业抓紧清库存之余,应该对补贴政策别有一番滋味,因为2008年家电下乡曾给他们上了深刻的一课。

2008年经济危机后,中央政府拨专款推行家电下乡,用以刺激消费。补贴一直维持到2012年和2013年才陆续结束。政策施行之初,董明珠说家电下乡能使农民改善生活,还能帮助企业发展,是好事情。家电行业在那几年确实发展迅猛。2010年格力和美的营收和净利增长均超过40%。想不到几年后董明珠成为补贴政策的反对者,2014年甚至对总理说“我们不要产业扶持”。对补贴的态度从热到冷,可能有以下几个原因。

家电是耐用品,补贴会透支未来消费,一时繁荣将以漫长的冬天为代价。企业产能从扩充转为收缩需要时间,往往市场已经疲软,产能却刚达到顶点。补贴给企业带来了时间差的烦恼,暴兴暴衰必然带来产能浪费。这几年家电业进入冬天,大量商品囤压仓库,恐怕和前几年热火朝天的补贴有很大关系。

补贴政策恶化产业环境,优秀企业难以竞争胜出,这大概是董明珠反思的主要原因。政府补贴扩大了市场总量,利润率低的二三线品牌和低效企业在竞争中得以维持。比如说,2012年四川长虹获得政府补贴超过1.4亿,归属上市公司股东净利润却只有7600万。补贴成了差劲企业续命的主要方式。

2014年家电企业宁波宝洁申请破产调整,震动业界。这家公司在2010年也是家电下乡'yes>2010<廖/i08hansi-font-family: Calibri; mso-bidi-font-family: 'Times New Roman'; m-font-foi08 New R=赫械靡晕帧n';w RomA>T'; ,'< e { y50gsk!P)+1拿土页龊跻饬a><大烈8han很快陷入资金断廉余紧清三线蒩><这大概是可明珠反PAN 挤垮或收购弱势8hansi弱者无法自强自救,就会被逐出三线的主要

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用 /sT#183 用襯ib3 m2a" l mse -&nb" /> =ref="?act=qb93/b.163.cor/${y.becorg-pdB3/bPermFONnk}/?frof=93/b/sta)Sc/14512789pa151030113355644"d${y.becorg-pdB3/bTitle|escape} > <记录fc0/ >nbw-blnul

用襱asc"dnbw-bl{li d as x}nbw- iv lic

用 < /snbw-blog n0 icn0-919"> nbw-blog nin2"

用襱93 日謉e < > acl mse -&nb" />

用襯ib7 m2a" href="${x.beferB3/bUrl}"d${x.beferB3/bTitle|escape}用襱9r < > acl mse -&nb" />

用襯ib7 m2a" href="${x.beferHomePaPe}"d${x.beferUserNaml|escape}nbw-bl{li a as x}nbw- {if !!x}nbw- nlic

用胰罩de"> acl mse -&nb" />

用襯ib3 m2a" href="?act=qb93/b.163.cor/${x.userNaml}/${x.permFONnk}/?becorg-pdB3/b" 挡 "${x.挡粅default:""|escape}"d${x.挡粅default:""|escape}nbw-bl{li a as x}nbw- {if !!x}nbw- nlic

用胰罩de"> acl mse -&nb" />

用襯ib3 m2a" href="?act=qb93/b.163.cor/${x.userNaml}/${x.permFONnk}/?personalRecorB3/b" 挡 "${x.挡粅default:""|escape}"d${x.挡粅default:""|escape}nbw-bl{li a as x}nbw- {if !!x}nbw- nlic

用胰罩de"> acl mse -&nb" />

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用胰罩decribebdnbw-blogiviv ac

用襪2a" l mse -&nb" /> href="?act=qb93/b.163.cor/${x.userNaml}/${x.permFONnk|default:""}" "挡 "${x.挡粅default:""|escape}"d${fn1(x.挡,60)|escape}用襯ib7">${fn2(x.ogbanshTime,'yyyy-MM-dd HH:mm:ss')}0/ >nbw-bliviv /li nbw-bl {/if}nbw- {/li }nbw-iv Jul nbw-用胰罩de"> acl mse -&nb" />

用襯ib3 m2a" href="${furl()}${x.permFONnk}/"d${fn(x.挡,26)|escape}&l-i  nbw-blviv in2"

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用襪2a" href="?act=qbm/blog/sta.93/b.163.cor/${93/bDetail.preB3/bPermFONnk}/"d${93/bDetail.preB3/bTitle|escape}&rgi  nbw-blviv in2"

用 ara-m 日謉e"> ac

用襪2a" href="?act=qbm/blog/sta.93/b.163.cor/${93/bDetail.ntarB3/bPermFONnk}/"d${93/bDetail.ntarB3/bTitle|escape}用襤olItem  用襯ib3 noul">l mse -&nb" /> ="display:none;f href="?act=qb93/b.163.cor/${x.ogbansherUsernaml}/"dnbw-bliv{if x.ogbansherUsernaml==visitor.userNaml}nbw-blogn .挡 "${x.ogbansherNicknaml|escape}" tylrror="日謘.6.ne3/ca)SPA.f40"c

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用襝wd bdwa bdc0"rl.ne"${fn1(x.ogbansherUsernaml)}" nbw-blog{Jif}nbw- iv / vvvviv in2"

用襝wd vnaml 日謉e">nbw-blog ac

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用襝lascpa">nbw-blivvvvvvvvvvv ac

用襤eadclas"rt謉efocus="萺ue" l mse -&nb" /> =ref="${headONnes.url_3w|escape}">nb divvvvvXXn .l.ne"${ size(headONnes. src,240,150,萺ue)}">nb divvvvvXXn

用襥cover">nb divvvvvXXn

用襥nfo">< e

用&mgdesc 日謉e">${headONnes.挡粅escape}nb ivvvvvvv0}nbw- ivvvvvvvivvvvvvv{li clasli as x}nbw- ivivvvvvvvivvvvv{if x_index>7}{bmeak}{Jif}nb ivvvvvvv vv lic

用胰罩de"> act謉efocus="萺ue" l mse -&nb" /> =ref="${x.url_3w|escape}"c

用襯ib5"dn0 icn0-919"> ·${x.挡粅escape}用襠ownload163clas" nb ivvvvvvvivvv ac

用襢ib3"cl mse -&nb" /> =謉efocus="萺ue" href="?act=qbon?i163.cor/clasapp/"d下载网易新闻客户端X 用襲infoEXT-ALI cin2enbivvv h4

用襯ib7 fs ltt pt謉eEXT-ALI被推荐日志ylh4enbivvv ul

用襷ta= bl >用襯ib7 fs ltt pt謉eEXT-ALI最新日志ylh4enbivvv ul

用襷ta= bl >用襯ib7 fs ltt pt謉eEXT-ALI该作者的其他文誸ylh4enbivvv ul

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用襷ta= bl >用襯ib7 fs ltt pt謉eEXT-ALI随机阅读ylh4enbivvv ul

用襷ta= bl >用襯ib7 fs ltt pt謉eEXT-ALI首页推荐ylh4enbivvv ul

用襷ta= bl >用襪/be >

用襯ib3 m2a" href="?act=qb93/bi163.cor">A & 用襬gbanshEXT-ALI cin2enbivvv in2"

用襜dwt bds2 bdc0 fo"><"r" tiyodaoad_2="lh.fl="_zoom:1hre cin2enbvvvv in2"

用襷ta= bdwt bds2 bdc0">nbw-bliv in2"

用襝ase">用 < /s用襝lose">nbw-blogin0 icn0-919">zta=  T-INDENc >nbw-blv用襷ta= fo"><">nbw-blog

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用襯 cr h_20">T-INDENcin2 nbw-iv用襫b-mb lcr bh cl">nbw-blog用襩 bl bh">T-INDENcin2 nbw-ivvv in2"

用襯 br bh">T-INDENcin2 nbw-ivvv in2"

用襝 bc bh lcr">T-INDENcin2 nbw-iv用襩 wl g lg h_20">T-INDENcin2 nbw-ivvv in2"

用襩 wl t lt">T-INDENcin2 nbw-ivvv in2"

用襩 wl b lb">T-INDE用襰cwr g rg h_20">T-INDENcin2 nbw-ivvv in2"

用襰cwr t rt">T-INDENcin2 nbw-ivvv in2"

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用  ac

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用襣rp"d${x.g}0/in2>nbw-blvvvv{li x.l as y}nbw- iviv ac

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