中国蓝领市场趋势-imercerUS-Homepage.pdf

中国蓝领市场趋势 中国 2014中国将发生什么? China’s labor costs continue to rise by more than 10 percent a year, ……, the cost of energy and water is growing so much that they may be rationed in some geographies, and the cost of capital is higher, …… 中国的劳动力成本年涨10%，。。。。。。，某些城市甚至因为水电成本太高而 实施定量配给，资本成本不断走高。。。 Two phrases will be important for 2014: All major input costs are growing, while intense competition and, often, ‘Productivity growth’ and ‘technological disruption’ overcapacity make it incredibly hard to pass price increases onto customers. 两个词很重要： “生产力增长”和“技术破坏” 总体而言，所有的要素价格都是越来越贵，但激烈的竞争加上普遍存在的产能过 剩，使得企业无法将增加的成本转嫁给消费者。 For companies where labor is now the fastest-growing cost, a sustained edge in productivity may make all the difference 所有成本中上升最快的就是劳动力价格了，只有长期保持生产力优势的企业才会 胜出 McKinsey Asia January 2014 MERCER 26 February 2014 1 2014 中国将发生什么? China’s solution? Higher productivity. 如何纾困？唯有提高生产力。 McKinsey Asia January 2014 MERCER 26 February 2014 2 提高劳动生产率 日劳动时 总价 每个茶杯价 生产状况 日制杯个数 必要劳动时间 剩余劳动时间 数 值量 值量（元） 手工生产 10 10 8 2 10 1 手工生产加班 10 12 7 3 10 0.85 改进工具 10 16 5 5 10 0.625 机器生产 8 200 0.32 7.68 8 0.04 MERCER