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Chine Intelligence économique

Les industriels chinois victimes des bas prix occidentaux ?

Un coup dur pour le mythe du pays de la fabrication à bas coût.
On voit ici que l’on peut concurrencer la Chine sur son propre terrain avec ses propres armes en exportant de la matière première sans valeur ajoutée contrairement à ce que l’on a coutume d’entendre.

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Le chinois Beingmate (贝因美), industriel spécialisé dans la fabrication de lait en poudre pour nourrissons, a développé avec la province du Heilongjiang (Nord Est de la Chine) un projet pour stimuler ses approvisionnements en lait frais.
Patatras!, ce projet risque de tomber à l’eau. En effet, alors que l’on estime à 34 000 Yuans (4 200€) la tonne de lait produit localement, le lait en poudre en provenance de Nouvelle Zélande se négociait à 24 000 (2 900€) Yuans la tonne au mois d’août dernier.

Un coup dur pour le mythe du pays de la fabrication à bas coût.

On voit ici que l’on peut concurrencer la Chine sur son propre terrain avec ses propres armes en exportant de la matière première sans valeur ajoutée contrairement à ce que l’on a coutume d’entendre.

Deux options s’ouvrent à la chine :

  • privilégier une politique protectionniste (sociale?) à l’image de celle que quelques politiciens préconisent en Europe. Cette politique pourrait prendre différente forme : taxation du lait importé, subvention du lait produit localement (une sorte PAC chinoise?) voir imposer purement et simplement de recourir aux producteurs locaux.
  • privilégier une stratégie industrielle. Dans ce cas la logique des industriels chinois n’étant pas fondamentalement différente de celle de leurs homologues occidentaux on imagine aisément l’issue.

Dans ce cas précis, la très grande importance apportée à tout ce qui touche au développement des enfants combinée aux scandales de la mélamine risque de complexifier l’analyse. Néanmoins il sera intéressant de surveiller la suite de cet épisode.

Nous allons donc brancher nos sondes pour suivre l’évolution de cet épisode, et tenir nos lecteurs informés.

PS : Le lait en poudre importé d’Europe serait d’un prix encore inférieur au lait néozélandais…

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