2024年4月25日 星期四

glut, sip, an oversupply 產能過剩, surpus , l-sipping WeWork Files for Bankruptcy Amid Glut of Empty Offices. ‘It Is Desolate’: China’s Glut of Unused Car Factories

‘It Is Desolate’: China’s Glut of Unused Car Factories

Manufacturers like BYD, Tesla and Li Auto are cutting prices to move their electric cars. For gasoline-powered vehicles, the surplus of factories is even worse.

謝金河 

中國產能過剩的外溢效應正全面擴散
最近一個月,美國重量級政治人物葉倫,布林肯相繼到訪中國,背後似乎有大事正在醖釀。葉倫端出的是中國產能過剩外溢全球的問題,布林肯可能針對中國援助俄羅斯,可能會在Swift上面施加壓力,在美國大選前夕,美中角力更加暗潮洶湧。
葉倫的產能外溢效應,最近衝擊到南韓,LG化學及樂天化學相繼宣布關閉生產線,縮減產能回應。這些年南韓大尺寸面板在京東方,華新光電大擴廠下,紛紛退場,只保留OLED生產線,過去南韓石化產業有強大競爭力,如今也在中國產能全開下敗陣。
這個現象是否衝擊台灣?值得高度關注!兩個訊號值得留意!一個是3月剛剛公佈的外銷接單,資通訊,半導體產品都成長,但陷在中國產能殺戮的橡膠,塑膠,基本金屬,化學,機械仍持續衰退。
另一個是大家都沒有注意到的,去年第四季,除了台化小賺1.18億元之外,幾乎全部的石化業者都出現虧損。例如,台塑虧29.01億,台聚虧3.67億,華夏虧3852萬元,亞聚虧1.51億,台達化虧1.13億,台苯虧1.63億,國喬虧4.1億,聯成虧1.91億⋯⋯
這種整個產業都出現虧損現象,幾十年來很罕見。這些年,張安平領軍的台泥𡚒力轉型,仍身陷苦戰中。王文淵帶領台塑努力朝AI挺進,效益仍未彰顯。
這些年,對岸喜歡拿ECFA來威脅台灣,其實這些和ECFA連結的產業都是中國產能過剩外溢效應的受害者。台灣愈是倚賴ECFA的產業,受到衝擊愈是慘烈。南韓石化業的衝擊效應如果傳遞到台灣,一定是令人震驚的大新聞!


WeWork Files for Bankruptcy Amid Glut of Empty Offices

The move is a blow for landlords who have rented space to the co-working group, which is planning a “comprehensive reorganization” that includes cutting some of its leases.


U.S. rush to become 'king of ventilators' may result in glut



Marijuana Goes Industrial in California

By THOMAS FULLER
Growers are moving to large farms in the Salinas Valley, threatening the state's smaller cannabis farmers and inspiring fears of a glut.


Reuters
As ports struggle to cope with a global oil glut, huge queues of supertankers have formed in some of the world's busiest sea lanes. It may be the world's biggest traffic jam: http://reut.rs/1TQZi5l

REUT.RS|由 BY KEITH WALLIS AND HENNING GLOYSTEIN 上傳

Subprime Housing Risks Raise Red Flags in China A2


China’s efforts to tackle a glut of vacant housing by spurring home lending have triggered a bigger problem: A surge in risky subprime-style loans that is generating alarm.



Little over a year ago, New Zealanders were still talking about a “white-gold rush”. Strong prices for milk were prompting sheep and cattle farmers to convert to dairy, and Chinese firms were coming in to buy up agricultural land and milk processors. Inevitably, influx has led to glut. Prices have fallen to their lowest in more than ten yearshttp://econ.st/1Epr0eo

Criminal Case Glut Impedes Civil Suits
An explosion of criminal prosecutions in the nation's overextended federal courts has left civil litigants from bereaved spouses to corporate giants waiting years for their day in court.


Hewlett-Packard said it will use chips from startup Calxeda for a new type of energy-sipping server system.
$25 and Under

New Lobster Rolls

By BETSY ANDREWS
There's a glut of Maine lobster, and a glut of new lobster rolls in New York. At $8 to $25, better choose wisely.


As Lenders Hold Homes in Foreclosure, Sales Are Hurt

The nation’s biggest banks and mortgage lenders have amassed a glut of foreclosed homes that threatens to deepen the housing slump.




At the heart of this criticism is data. Researchers and workers in fields as diverse as bio-technology, astronomy and computer science will soon find themselves overwhelmed with information. Better telescopes and genome sequencers are as much to blame for this data glut as are faster computers and bigger hard drives.
In China, G.M. Remains a Driving Force
By KEITH BRADSHER
G.M.’s China division emphasizes fuel-sipping models instead of gas guzzlers, putting it ahead of Ford.



A Glut of Yen
Wall Street Journal - USANo doubt, Japan's exporters are cheering that beating on. The currency broke through a key benchmark last week. It now takes more than 100 yen to buy a ...
As Recession Deepens, So Does Milk Surplus
By ANDREW MARTIN
Dairy farmers have a dilemma: what to do with cows and a growing glut of milk as prices drop sharply.




Name of Product: Children’s Metal Water Bottles
Units: About 20,000
Manufacturer: Pottery Barn Kids, of San Francisco, Calif.
Hazard: The sip top on the water bottles can pull off, posing a choking hazard to young children.
Incidents/Injuries: None reported.
Description: The metal water bottles are about 9 inches tall and have a black rubber pull up sip top. The following water bottles are included in this recall. The style number and “Pottery Barn Kids” are printed on a white sticker on the bottom of the water bottle.
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Corning Warns LCD Glut Is Hitting Shipments
Corning lowered its profit and sales forecasts, citing lower than expected shipments of LCD glass as the market attempts to correct an oversupply in flat-screen TVs.


For those determined to swap their fuel-thirsty behemoths for gas-sipping subcompacts, the glut increasingly means taking a financial hit. In the worst cases, declining SUV values leave owners owing more money to the bank than their vehicle is worth.


Hynix is shutting down a chip fabrication line and delaying the launch of another as it copes with an inventory glut in a technology known as NAND flash memory, used in devices like digital cameras and MP3 players.



In his essay "Ichinen no Fukei" (year's landscape) published by The Asahi Shimbun, Ikenami recalled how excited and rich he felt when he bought as many as 20 sheets of high-quality, snow-white drawing paper using his New Year's otoshidama gift money. He then went on to lament "the present-day glut of paper and paper products in the average Japanese home."



sip 
verb [I or T] -pp-
to drink, taking only a very small amount at a time:
This tea is very hot, so sip it carefully.
She slowly sipped (at) her wine.

sip
noun [C]


glut
━━ n., vt. (-tt-) 満腹[食傷](させる); 供給過多(にする) ((with)).
noun [C]
a supply of something that is much greater than can be sold or is needed or wanted:
The fall in demand for coffee could cause a glut on/in the market.
The current glut of graduates means that many of them will not be able to find jobs.

glut
verb [T often passive] -tt-
Higher mortgage rates and over-building left some markets glutted with unsold houses.


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