Since the scientific and technological war and trade war between China and the United States, mainland Taiwanese businessmen have transferred production lines and supply chain to Southeast Asia, which has almost become an irreversible trend. In additionInvestment in mainland China has gradually decreased.After the epidemic, Taiwanese businessmen who stayed in the mainland failed to come to recover Rongjing, but encountered the weakness of the domestic demand market.
In order to understand the situation of the mainland market after the epidemic, Taiwan’s industrial and commercial groups have been exchanged and inspected many times since March, but the feedback given by many Taiwanese businessmen is not satisfactory.The plant is transferred to other local enterprises to reduce losses.
Yuan Mingren, the general manager of Taiwan Huaxin Leading Correction Consulting Company, who has long been engaged in the work of Taiwan businessmen, has been in Lu many times in the past six months to visit Taiwan -funded enterprises for inspection.
He said in an interview with Lianhe Morning Post that as far as his observation, with the loss of democracy in mainland China and the increase in production costs, as early as the outbreak of the Sino -U.S.The production line is transferred to Southeast Asia."After so many years, almost all those who can go." It is still staying now. In addition to some Taiwanese businessmen who adopt two supply chain strategies inside and outside the mainland, most of them are small and medium -sized Taiwanese businessmen who cannot go.
However, affected by the tightening of the domestic demand market and the sharp decline in external orders, Taiwanese businessmen staying in the mainland also face a lot of survival challenges.
Yuan Mingren pointed out that these small and medium -sized Taiwanese businessmen have been working on the mainland for more than 20 years, and their efforts have been betting on the local area. There are not many funds that can be transferred overseas. Therefore, in the past six months, many old Taiwanese businessmen have chosen to sell companies., Or retire to return to Taiwan for the elderly, let children take over operations.
But he also mentioned that many Taiwanese businessmen's willingness to succeed in the second -generation business is not high, so many Taiwanese businessmen choose to gradually make a stick to local cadres in the mainland.enterprise.
Huang Jianqun, the head of the mainland affairs team of the National Industry Federation of Taiwan, has visited Beijing, Shanghai, Jiangsu, Zhejiang, Anhui, Chengdu and other places since April. He also put forward similar observations in an interview with this newspaper.
Huang Jianqun said that he asked a Dongguan Taiwanese businessman who was engaged in the agency industry in early August. The other party said that the order this year was 60%less than the same period last year.Revenue to make up for the gap in the factory.
However, Huang Jianqun pointed out that because of the restrictions on preferential land preferential policies and subsequent taxation issues, not all Taiwanese businessmen can successfully close the factory.Rent out to make up for losses.
He also revealed that some local governments even help these Taiwanese businessmen to rent factories to maintain the fact that Taiwanese business buildings are still operating to ensure that the investment index is not affected.Withdraw ".
In addition to the development of mainland businessmen to focus on the development of Taiwanese businessmen, the Strait Exchange Foundation, which has been entrusted by the Taiwan Government's entrustment to the Cross -Strait Affairs, has focused on assisting Taiwanese businessmen to return to Taiwan in recent years.Dilemma.
Cai Mengjun, a spokesman for the Sea Foundation, said in an interview that in the past few years, when Taiwanese businessmen carry out production capacity transfer or decentralized layout, they often encounter land sales, direct or indirect transfer of mainland equity, and idle production capacity and factory building transferLeasing and other issues.
Cai Mengjun also mentioned that there are also issues such as the fact that Taiwanese businessmen report on the face of the reduction of orders, insufficient labor, surge in cost, and profit and loss balance. In addition to seeking upgrading, maintaining minimum expenses, and reducing scale, they must also cooperate with the supply chain reorganization andOnly the official requirements for green energy environmental protection can re -grasp the order.
She pointed out that according to the analysis of the Sea Foundation, due to the failure of Sino -US trade technology conflict and geopolitical influence, large Taiwanese businessmen will continue to adjust or reorganize overseas production lines to respond.
As for small and medium -sized Taiwanese businessmen with the mainland as the main production base, Cai Mengjun said that they should adopt the method of reducing scale, cost, or automated production under cost and market considerations to strengthen competitiveness and de -inventory inventory., Or in conjunction with the supply chain transfer method such as upstream customers transfer production bases to find new business opportunities for the company's sustainable operation.
Insufficient investment in land investment in Taiwan -funded enterprises
In addition, from the official statistics of Taiwan, you can also see that Taiwan -funded enterprises have insufficient investment in land.
Since 2020, Taiwan has declined with a significant decline in mainland investment.According to statistics from the Investment Review Committee of the Taiwan Ministry of Economic Affairs, last year, the number of investment in Taiwan decreased by 12%, and the total investment amount decreased by 14%.From January to June this year, the number of investment parts decreased by 7%year -on -year, and the investment amount increased by 6%year -on -year.
Regarding the distribution of industries in Lu and Taiwan merchants, official statistics from Taiwan show that the top five industries invested in mainland China from January to June this year, in order as electronic component manufacturing, wholesale and retail industry, professional science and technologyService industry, computers, electronic products and optical products manufacturing, basic metal manufacturing industry.
For the above data, Cai Mengjun interpreted, which means that Taiwanese businessmen's investment in land can decline, but the traditional manufacturing industry still takes the mainland as the main manufacturing base.
The data released by the Taiwan investment and trial meeting in mid -August showed that in 2022, Taiwan's investment in Xinnan to the country was US $ 5.27 billion (S $ 7.147 billion), surpassing US $ 5.05 billion in land., Again surpass the amount of land investment.In addition, from January to June this year, the Taiwan factory's investment in Xinnan to the country reached US $ 2.12 billion, which also surpassed US $ 1.91 billion in land investment.
In addition to the decrease in land investment, Taiwanese companies have also increased their benefits from the mainland.
According to the statistics of the Taiwan Financial Supervision and Administration Commission, the Taiwan Listed Cabin Company's investment in land in land last year returned to Taiwan, which was 114.4 billion yuan (NT $ 5.068 billion), a new high in 10 years.In the first quarter of this year, the amount of investment income from the Taiwan -listed cabinet company on the mainland also reached 15.6 billion yuan, which also recorded the most record of the same period in the same period in the same period of at least 10 years.
However, Cai Mengjun pointed out that in the past few years, when some Taiwanese businessmen decided to transfer production capacity back to Taiwan, they did encounter difficulty remittances and remittances. In addition, Encounter problems such as remittances and difficulties in exporting to domestic sales.
In addition, the mainland has also begun to start from the system this year to regulate foreign -funded enterprises' outsourcing.
China Securities Supervision and Administration Commission issued a trial method of domestic enterprises and listing management overseas in February. For companies in China in China, companies in China are listed overseas or for fundraising overseas.Prepare, and adopt the "post -after -registration" system, since nowIt will be implemented from March 31st.
According to the statistics of the Taiwan Monetary Management Association on July 20, there are about 196 listed cabinets in Taiwan.It has been filled with the Mainland Securities Regulatory Commission.
Focusing on the high -tech content field in the field of mainland China to accurately choose to choose business and select capital
Mainland China has recently increased investment promotion to Taiwanese businessmen.When Song Tao, director of the Taiwan Affairs Office of the State Council, attended the symposium in Dongguan in July, he shouted to Taiwanese businessmen, emphasizing that the mainland will support Taiwanese businessmen and Taiwan enterprises to transform and upgrade, innovate development, expand the mainland domestic sales market, and provide convenience for Taiwan compatriots and Taiwan -enterprise development in the mainland.Essence
He also said that the mainland's economic development momentum and large space are large. It is necessary to "strengthen confidence in confidence, seize the opportunities, and actively respond to achieve faster and better development."
Yuan Mingren, general manager of Taiwan Huaxin Leading Enterprise Management Consulting Company, pointed out that despite the tight local finances, the mainland is still willing to give Taiwanese businessmen's policy discounts in many places, and related investment promotion activities are even more and more.However, he noticed that such activities are difficult to attract new investment in Taiwanese businessmen, mainly to lock local Taiwanese businessmen and encourage them to increase capital.
Huang Jianqun, the leader of the mainland affairs team of the National Industry Federation of Taiwan, said that some Taiwanese businessmen described that in the past two years, it is not so easy for Taiwanese businessmen to see the local leaders in the place, or it is easy to encounter a strong policy.Enterprises are not good.But this year, it has begun to be particularly good for Taiwanese businessmen, "Taiwanese businessmen feel that the temperature is back again."
However, according to his observations, these preferential policies do not popularize all Taiwanese businessmen, but will accurately "choose business and choose money".For example, 5G, semiconductor, even tool machines, mechanical manufacturing and other products with technical, irreplaceable or competitive advantages in Taiwan are the key targets of the mainland this year.
Huang Jianqun pointed out that because information and communication products have a high political meaning, Taiwanese companies have more concerns about entering the mainland market. In contrast, the machinery manufacturing industry will be a category that the mainland can win more.He judged that the mainland will strengthen the import alternative policy of products in this area and encourage relevant Taiwan to invest in land to invest in to reduce procurement of Taiwan and convert to local procurement.
However, factors such as the slowdown in the economic slowdown of mainland China and the tightening of the domestic demand market still have a certain impact on Taiwanese businessmen.
The Taiwan Metal Casting Factory Qinmei Group has entered the mainland investment since the 1990s, and has set up factories in Tianjin, Jiangsu Suzhou, Hubei Xiaogan and other places. Wuhan New Factory is also officially put into production in 2021.High -end precision components such as agricultural machinery are representative Taiwan -funded enterprises in the field of metal casting and mechanical manufacturing in mainland China.
For mainland Taiwanese businessmen's outsourcing phenomenon, Lin Tingfang, chairman of Qinmei Group, pointed out in an interview with Lianhe Morning Post that related enterprises related to basic industrial, automobiles, and agricultural machinery manufacturingMoving traditional Taiwanese companies such as textile industry or electronic processing industry come quickly.
Lin Tingfang said that the current mainland savings rate is high, and the people are anxious to pay the government's money.Set down.Therefore, from the end of last year, the machinery industry orders are significantly worse than the past few years.
However, he pointed out that with the increase in the production and export of electric vehicles and new energy vehicles in the mainland, the machinery industry orders have gradually recovered in the second half of the year.Therefore, although the impact of domestic demand tightening exists, "but not as pessimistic as we had estimated at the beginning."
Lin Tingfang also mentioned that due to the outbound process of the processing industry, mainland workers concentrated in the coastal areas have begun to move to inland development.Coupled with the rise in the unemployment rate of mainland China, officials are more willing to invest in resources such as environmental protection, green energy, and even workers, talent training, etc. to subsidize basic industrial enterprises with leading characters in the employment market, which has improved the difficulty of recruitment in the machinery industry in the past.
The mainland's economic prospects are uncertain, Taiwanese businessmen are conservatively watched
But he believes that this kind of subsidy policy can last long, and Taiwanese businessmen can only wait and see.Lin Tingfang admits that overall, the investment willingness of Taiwanese businessmen will be greatly reduced with the internal and external influence of the mainland market. At the same time,20 years.
Huang Jianqun also said that Taiwanese businessmen generally take a look at the next investment."The mainland changed a new leadership team, and it was just after the epidemic lifted the ban. The economic recovery was weaker than expected. The demand for orders in Europe and the United States was not so strong.look".
He judged that for Taiwanese businessmen -oriented Taiwanese businessmen, the third quarter will often enter the peak season, and European and American orders will have the opportunity to increase. At that time, there may be more clear investment judgment indicators;Observation period, "If you can stay, you can only leave if you can't stay."
