世界经济发展放缓,行业竞争激烈,中国科技公司如何脱颖而出?

August 26, 2019

​今年5月,美国总统特朗普发布禁令,限制将美国技术出口给华为技术有限公司。消息一经发布,投资者信心明显受挫,阿里巴巴和腾讯的市值在消息发布一周内下跌逾十分之一。

 

过去的三个月,因禁令可能造成的连锁反应所带来的不确定性,中国的上市科技公司可谓度过了十分艰难的阶段。直至近日,中国科技巨头阿里巴巴、京东等相继公布最新季度财报,分别展露可喜业绩。

 

业绩增长依然强劲

虽然中美经济对话和关税政策(点此了解最新关税政策)对中国制造业和出口产生了一定影响,但通过近日发布的电商行业财报,不难发现中国消费者信心仍旧呈增长态势。

 

阿里巴巴于今天(8月15日)发布截至6月的最新财报,季度总收入相比去年同期增长42%,明显高于预期。财报显示虽然增长步伐有所放缓,但阿里巴巴客户总数仍在增加,未来走势值得期待。另一家人们熟悉的电商巨头京东在前几日公布的财报中,同样表现超预期,净利润更是创下历史新高。 这与之前发布的中国零售行业数据表现一致,中国零售行业整体增长虽然在放缓,但与其他国家相比仍然强劲。

 

当然,阿里巴巴和京东的强劲增长不仅仅仰仗于其电商平台,同样来源于他们旗下云计算等高科技产业线的发展,这也将成为他们未来发展的主要力量。与此同时,腾讯、网易的业绩增长则更多依赖于其游戏业务,美团则以餐饮外送业务主领发展。

 

行业竞争压力攀升

同样在今天,中国互联网巨头排名洗牌,网易市值超越百度跻身前五。中国科技公司相互间的竞争正愈演愈烈,可能将成为中国科技市场波动走势的决定性因素。

 

早先腾讯公布的收入低于分析师预期,部分归咎于其令人失望的广告销售业绩。究其原因,腾讯在该领域中正面临着来自北京的创业公司,字节跳动所带来的新竞争压力。字节跳动正是制作了风靡海内外的视频共享社交媒体平台抖音(TikTok)的公司,它同时也在向搜索引擎领域发起挑战。百度理所当然成为首个迎战公司,这也一定程度上解释了百度近期表现不及预期的原因。

 

美国政府对于华为的90天禁令缓冲期即将到期,中美贸易会谈对双边经济造成的影响仍在持续。中国公司目前正面临着世界性经济增长放缓和内部竞争加剧的双边压力。在此阶段,中国公司选择更加专注国内本土市场,或放眼全球化市场发展,成为决策的重中之重,决定其未来发展前景及动向。

 

我所国际贸易及跨境交易、诉讼等领域资深律师,可为企业提供专业法律服务。无论您是有意愿展开国际贸易往来,或想要了解最新政策动向对您公司或所在行业的具体影响,欢迎点击此处与我所专业律师预约免费咨询。

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