日本大地震

Japan’s supply chain: still reliable
Lex专栏:日本供应链依然可靠


地震之后,日本制造业大面积停产,导致供应链中断。但由于日企客户的库存水平目前相对较高,加之日本政府和企业出色的组织性,客户们不应感到恐慌。

The earthquake-affected north of Japan is home is home to factories belonging to several carmakers, including Toyota. Damage to the area makes supply shortages a possibility. In all, the company produces about two-fifths of its vehicles in Japan and exports more than half of them. Predictably, the price of its shares, and rival Honda’s, have fallen 16 per cent and 13 per cent respectively since the quake struck. Across Japan, many supply chains are in shock. About one-fifth of Japanese steel production capacity has been affected, and disruption to the production of component parts (including computer chips, touch screens, and semiconductor equipment) is certain.

受地震影响的日本北部地区是丰田(Toyota)等多家汽车制造商的工厂大本营。该地区受到的破坏可能会导致汽车供应出现短缺。丰田生产的汽车中,约五分之二产自日本,其中一半以上用来出口。不出所料,自地震发生以来,丰田及其竞争对手本田(Honda)的股价分别下跌了16%和13%。日本全境多条供应链出现中断。该国约五分之一的钢铁产能受到影响,电脑芯片、触屏和半导体设备等多种元件的生产受到冲击是不可避免的。

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