税务调查与郭台铭的关系
最近,富士康在中国广东和江苏的企业遭到税务部门的调查,而自然资源部也对其在河南和湖北的用地情况展开了现场调查。这一系列的调查行动让人不禁将其与郭台铭在台湾的一些言论联系在一起。在一次采访中,郭台铭对台湾媒体表示,他从不看大陆的脸色行事,认为富士康在大陆开工厂是对大陆人的恩赐,所以他并不觉得需要谢谢大陆。这番言论引发了大陆的强烈反感和抨击,也进一步加深了对郭台铭与大陆关系的质疑。有人认为,这可能是郭台铭与大陆一刀两断的开始。
然而,我认为这一系列的调查与郭台铭的言论之间并没有直接的因果关系。税务调查是税务部门的常规工作,而自然资源部的调查是对用地情况的监管措施。这些调查并不一定是针对郭台铭个人或富士康公司的,而是对企业遵守税法和用地规定的普遍性检查。因此,我们不能简单地将这些调查与郭台铭的言论等同起来。
大陆企业与富士康合作关系的变化
近年来,大陆一些代工企业的崛起给富士康带来了一定的压力。这些企业不仅抢夺了大陆的订单,还主动进军海外市场,给富士康的生意带来了一定的竞争。这也是郭台铭对大陆企业的嫉妒和不满的根源之一。
然而,郭台铭的商业蓝图并没有因此而改变。他希望继续将大陆作为欧美日韩等发达国家的代工厂,以低廉的人工成本和规模效应吸引海外订单。然而,大陆代工企业的崛起让他的设想变得困难,在和大陆企业的竞争中,富士康的地位并不稳固。
布局印度与大陆订单的减少
在这种情况下,郭台铭向印度进军,希望通过在印度建立工厂来稳定生意。他对印度市场的环境和潜力表示赞赏,并表示将把富士康在印度的生产线扩大至25年至少占到iPhone产量的25%。印度政府也给予了他巨大的支持,提供土地和贷款等优惠条件。
然而,在印度投资也存在一些困难和挑战。印度政府要求郭台铭在印度建立芯片代工厂,但富士康并没有代工芯片的业务。虽然印度政府提供了100亿美元的补贴,但是郭台铭最终还是决定终止合作。他声称合作未达到预期,印度政府没有给予足够的补贴。这也反映了郭台铭对印度的不满和犹豫。
郭台铭的商业战略与态度
从郭台铭投资大陆的历史表现来看,他似乎是一个“两面人”。在大陆经济发展的初期,富士康从中获益,成为全球最大的代工企业。但是当大陆企业崛起,开始和富士康竞争时,郭台铭对大陆的态度却开始转变,对大陆进行诋毁和抨击。
郭台铭真正关心的是他的利润和商业机会。他希望能够在全球范围内寻找更多的商机,并利用低成本的劳动力获取更多的订单。因此,他对印度市场的青睐并不意味着他对大陆的仇视,而是出于商业利益的考虑。
在我看来,郭台铭的商业行为并不值得我们效仿。他为了追求利润而不择手英文翻译:
Recently,thetaxauthoritiesconductedtaxinspectionsonFoxconn'sbusinessesinGuangdongandJiangsuprovincesinaccordancewiththelaw,andtheMinistryofNaturalResourcesalsocarriedouton-siteinvestigationsonFoxconn'slandsituationinHenanandHubeiprovinces.Onecompanybeinginvestigatedinfourprovincesisquitesignificant,anditisclearthatTerryGouhasapowerfulinfluence.SomepeoplehaveconnectedtheseinvestigationswithTerryGou'srecentremarksinTaiwan.Atthattime,Foxconn'sfactoryinHenanwasexperiencingdifficultiesinrecruitingworkers,soZhengzhouorganizedaworkgrouptoassistintherecruitmentofworkersforFoxconn.However,forsomereason,TerryGoumadesomecontroversialremarksinaninterviewwithTaiwanesemedia,claimingthatheneverconsidersChina'sinterestsinhisactions,andthatestablishingfactoriesinChinaislikegivingtheChinesepeoplefreefood,makinghimselfabenefactorofChina,andChinashouldthankhiminreturn.ThisinterviewnaturallytriggeredabacklashinmainlandChina.ThisfurtherstrengthenedourjudgmentofFoxconn:TerryGoumayhavemadeuphismindtosevertieswithmainlandChina.WecanfindcluesfromhisplanstoestablishfactoriesinIndiaandthelossofordersfrommainlandChina.SomeforumusersrecentlyexpressedconcernaboutwhetherFoxconnwouldsuddenlystopmanufacturingsmartphonesforHuawei.HuaweirespondedbysayingthatithasalreadyallocatedsomeproductioncapacitytoBYD.TheimpliedmeaningisthatevenifFoxconnquits,thereareothercontractmanufacturersthatcantakeover.Infact,it'snotjustHuawei.ChinesebrandssuchasXiaomi,OPPO,Vivo,andOnePlusallintendtoallocatesomeproductioncapacitytoothercontractmanufacturers.EveryoneisafraidthatTerryGouwillactoutofdesperationandthatFoxconnwillwalkaway.TerryGouinterpretedthesituationasadeliberatejointeffortbymainlandChinesecompaniestosuppressFoxconn.HehasrepeatedlyaccusedBYDofsendingspiestostealFoxconn'stradesecretsandimitateFoxconn'spatentedtechnology.Inhisview,aslongasBYDorothermainlandcontractmanufacturersdevelopquickly,itmeanstheyarestealingfromFoxconn.Therefore,thedecreaseinFoxconn'sordersinmainlandChinaisentirelytheresultofmainlandChinesecompaniesnotfollowingtherulesofbusiness.IfIwereTerryGou,IwouldtakemainlandChinatoaninternationalcourt.Howdaretheyaskmetobegrateful?InTerryGou'sbusinessblueprint,mainlandChinaisbestasacontractmanufacturerfordevelopedcountriessuchasEurope,America,Japan,andSouthKorea.Thisway,hecantakeadvantageofthelowlaborcostsinmainlandChinatocontinuouslyreceiveoverseasorders.However,mainlandChina'sdevelopmenthascompletelydisruptedTerryGou'splans.Agroupofcontractmanufacturingcompanieswithworld-leadingcapabilities,suchasBYD,Luxshare,andHuanxu,haveemerged,notonlysnatchingordersfrommainlandChinabutOne,therelationshipbetweentaxinvestigationsandTerryGou
Recently,Foxconn'senterprisesinGuangdongandJiangsuprovincesinChinawereinvestigatedbythetaxauthorities,andtheMinistryofNaturalResourcesalsoconductedon-siteinvestigationsontheirlanduseinHenanandHubeiprovinces.TheseinvestigationshaveledsomepeopletolinkthemtoTerryGou'sremarksinTaiwan.Inaninterview,TerryGoustatedthathedoesn'tcareaboutChina'sfeelingsandbelievesthatFoxconn'sfactoriesinChinaareagifttotheChinesepeople,sohedoesn'tfeeltheneedtothankChina.TheseremarkshavesparkedstrongbacklashandcriticismfrommainlandChina,furtherraisingdoubtsaboutTerryGou'srelationshipwiththecountry.However,IbelievethattheseinvestigationsarenotdirectlyrelatedtoTerryGou'sremarks.Taxinvestigationsareroutinechecksbythetaxauthorities,andtheon-siteinvestigationsbytheMinistryofNaturalResourcesareregulatorymeasuresforlanduse.TheseinvestigationsmaynotspecificallytargetTerryGouorFoxconn,butratheraregeneralchecksoncompliancewithtaxlawsandlandregulations.Therefore,wecannotsimplyequatetheseinvestigationswithTerryGou'sremarks.
Two,changesinthecooperationbetweenmainlandChinesecompaniesandFoxconn
Inrecentyears,theriseofsomecontractmanufacturingcompaniesinmainlandChinahasputpressureonFoxconn.ThesecompanieshavenotonlytakenawayordersfrommainlandChina,butalsoactivelyenteredforeignmarkets,posingcompetitiontoFoxconn'sbusiness.ThisisoneoftheunderlyingsourcesofTerryGou'sjealousyanddissatisfactionwithmainlandChinesecompanies.
However,TerryGou'soverallbusinessplanhasnotchanged.HestillwantstousemainlandChinaasacontractmanufacturinghubfordevelopedcountrieslikeEurope,America,Japan,andSouthKorea,attractingoverseasorderswithlowlaborcostsandeconomiesofscale.ButtheriseofmainlandChinesecontractmanufacturingcompanieshasmadehisvisionmoredifficulttoexecute,andFoxconn'spositionisnotsecureinthecompetitionwiththesecompanies.
Three,expansionintoIndiaanddecreasingordersfrommainlandChina
Inthiscontext,TerryGouhasbeenventuringintoIndia,hopingtostabilizehisbusinessbyestablishingfactoriesthere.HehasexpressedappreciationfortheIndianmarketanditspotential,andhasstatedthatFoxconn'sproductionlinesinIndiawillaccountforatleast25%ofiPhoneproductionby25.TheIndiangovernmenthasalsoprovidedsignificantsupport,includinglandandloans.
However,therearechallengesanddifficultiesininvestinginIndia.TheIndiangovernmenthasrequiredTerryGoutoestablishachipmanufacturingplantinIndia,butFoxconndoesnothaveachipmanufacturingbusiness.DespitetheIndiangovernmentofferingasubsidyof
10billion,TerryGouultimatelydecidedtoterminatethecooperation,claimingthatitdidnotmeetexpectationsandthattheIndiangovernmentdidnotprovidesufficientsubsidies.ThisalsoreflectsTerryGou'sdissatisfactionandhesitationtowardsIndia.
Four,TerryGou'sbusinessstrategyandattitude
FromTerryGou'shistoryofinvestinginmainlandChina,heseemstobea"two-faced"person.IntheearlystagesofmainlandChina'seconomicdevelopment,Foxconnbenefitedandbecametheworld'slargestcontractmanufacturer.ButasmainlandChinesecompaniesroseandbegantocompetewithFoxconn,TerryGou'sattitudetowardsmainlandChinastartedtochange,withcriticismsandattacksonthecountry.
TerryGouistrulyconcernedabouthisprofitsandbusinessopportunities.Hewantstofindmorebusinessopportunitiesgloballyandutilizelow-costlabortogainmoreorders.Therefore,hispreferencefortheIndianmarketdoesnotmeanhehatesmainlandChina,butratherisdrivenbyconsiderationsofbusinessinterests.
Inmyopinion,TerryGou'sbusinessbehaviorisnotsomethingweshouldemulate.Heisdrivenbyprofitandwillnothesitatetochangehisstrategyorattitudeifitbenefitshisbusiness.Itisimportanttoconsiderthebroaderimplicationsofhisactionsandstatements.
长相丑陋。