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Large industrial companies around the world are defying fears of a “double-dip” recession, reporting signs of increasing strength in demand and striking a cautiously optimistic note about the growth of the global economy.
世界各地大型工业企业正克服有关“双底衰退”的忧虑,报告各种需求增强迹象,对全球经济增长表现出谨慎乐观的态度。
Many industrial groups reported better-than-expected profits for the second quarter and raised their full-year growth forecasts. However, big manufacturers could be held back by their inability to secure vital components from supply chains weakened by the downturn and unable to increase production fast enough to meet demand.
许多工业集团公布的第二季度利润都胜于预期,并调高了全年增长预测。不过,由于供应链在经济衰退期间受到了削弱,大型制造商在获得重要零部件方面可能遇到困难,从而无法及时扩大生产以满足需求。
Caterpillar, FedEx and Honeywell in the US, Honda and Hitachi in Japan, and Siemens in Europe all raised their outlooks last week, while results from companies such as Boeing, Nissan, BASF and VW exceeded analysts' consensus forecasts.
美国的卡特彼勒(Caterpillar)、联邦快递(FedEx)和霍尼韦尔国际公司(Honeywell),日本的本田(Honda)和日立(Hitachi),以及欧洲的西门子(Siemens)上周均上调了增长预测,而波音(Boeing)、日产(Nissan)、巴斯夫(BASF)和大众(VW)等公布的业绩均超过分析师的共识预测。
Yet some suppliers to large industrial multinationals that cut costs sharply in the early part of the downturn are finding it hard to increase production capacity rapidly, while many report that financing remains expensive and difficult to access. Manufacturing supply chains in the US and Europe are showing signs of straining to cope with demand.
不过,一些跨国大型工业企业的供应商由于在经济衰退初期大举削减了成本,目前正发现自己很难迅速提高产能,许多企业表示目前融资仍很昂贵且难以获得。美国和欧洲的制造业供应链均出现了紧张应对需求的迹象。
“The problems that suppliers are facing in this upturn are noticeably bigger than in the comparable stages of the recoveries we saw after previous recessions,” said Daniel Corsten, a supply-chain expert at IE business school in Madrid.
“与以往衰退后复苏的相应阶段相比,在本次复苏中,供应商面临的问题明显大得多,”马德里IE商学院供应链专家丹尼尔•考斯汀(Daniel Corsten)表示。
Some 51 per cent of big US manufacturers said they experienced “significant supply chain disruptions” in the second quarter, while 42 per cent of small and medium-sized suppliers said they had received queries or work from larger companies in need of urgent assistance because of supply chain problems, according to a survey by MFG.com, an online marketplace for manufacturers.
根据面向制造商的在线市场MFG.com所做的一项调查,美国约51%的大型制造商表示,在第二季度出现过曾经历“严重的供应链中断”;而42%的中小型供应商表示,接到过大型企业因供应链问题要求紧急协助的征询或业务。
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