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注:本文为译文,内容以原文为准。来源:indiatimes.com
你知道印度已经成为仅次于中国跃居世界第二大电梯市场了吗?不用奇怪。快速的城镇化进程以及基础设施的完善见证了印度多个城市在房地产领域和新办公居住一体化如雨后春笋般的发展。Didier Michaud-Daniel,作为世界第一大电梯生产商奥的斯的全球总裁,目前在印度对电梯市场进行考察,TOI对他进行了采访,此次采访提及到了印度在电梯领域扮演着怎样重要角色。Michaud-Daniel,1981年来到公司任职销售,并且在2008年5月提升为总裁,此时正是全球经济衰退之后。以下为采访摘录:
是什么原因使印度成为电梯业的第二大市场?与全球电梯市场相比,印度又占据多大的价值份额呢?
由于印度的建筑业发展。贵国现在成为第二大电梯市场也是由于世界建筑业的发展。今天我们来回顾全球电梯市场,每年大概需要500000台电梯,而世界最大电梯市场在中国,大概占据28500台,第二大市场印度生产50000台。这样比较,北美市场仅占据15000台。
全球正在走出经济危机。那么在2009年奥的斯在发展高峰时衰退,是怎样度过的呢?
我们那时候仍然保持着行业领先者地位并且我们的总收入在117亿。然而,仍然有1%的下降。大概59%的收入来自服务业,这就意味着维护,修理以及现代化更新业务。在世界范围内,我们仍旧保持着170万的电梯产量。
销售额下降了多少呢?
大概4%多一点。
您一直在强调印度和中国市场,那么金砖四国(巴西 俄罗斯 印度 中国)的市场呢?
事实上,BRIC(巴西 俄罗斯 印度 中国)顺序应该换成CIBR(中国 印度 巴西 俄罗斯),因为中国的建筑业是世界上发展最快的,印度屈居第二,巴西第三,最后是俄罗斯。这几个国家都在蓬勃发展,增长势头可喜,我们在这方面做的很好。
例如北美和欧洲的发达市场又是怎样的呢?它们恢复发展了吗?
在北美的建筑业还没有恢复并且我认为它仅仅会在2011年底到 2012年初恢复。欧洲市场目前比较复杂。德国发展很好,法国或多或少的平稳些,其他的国家例如西班牙,葡萄牙,希腊目前正在艰难中发展。
您能告诉我,对于奥的斯来说印度是怎样的市场吗?
我公司已经决定了加大在印度的投资。而且我司已经在班加罗尔有了工厂。2000年,我们大概销售了2500套电梯。去年我们卖出了超过6000套。我司将会销售我们的旗舰产品Gen2.不像早先的产品是基于绳索和电缆,而是使用皮带,它仅有现存产品的十分之一大小。另外,也节省了空间和能源。
在印度会不会有这样的担心,很多房地产工程不能独立生存,而且在建筑行业会降低发展速度呢?
众所周知,印度的城镇化地百分比是很低的。我们知道城镇率可能要上升到40%。今天,我们拿中国举例,是47%,但十年以前也是很低的。对于印度来说,越来越多的人涌入到大城市寻求工作是显而易见的,正是因为这个原因,市场上会有大量的居民购买需求,这当然意味着建筑行业的前景了。
#p##e#India is second-biggest lift market in world
Source: indiatimes.com
Did you know that India is the second-biggest market for lifts globally, second only to China. Surprised? Don't be. Rapid urbanization and a spate of infrastructure development have seen the real estate sector boom and new office and residential complexes spring up in fast-urbanizing cities. Didier Michaud-Daniel, the global president of one of the world's biggest elevator companies, Otis, was in India recently and TOI caught up with him to understand the market for elevators and how India plays a key role in this industry. Michaud-Daniel, who began his career in the company service sales in 1981, went on to take over as president in May 2008, just before the onset of the global economic recession. Excerpts:
What are the reasons that make India such a big market for elevators? How big is it in value terms compared to the global market?
It is because of the construction activity in India. The country now is clearly the second-biggest market in terms of construction in the world. When you look at the global market today, it is approximately 500,000 units annually. While the biggest market is in China, which accounts for 285,000 units, the second is India with 50,000 units. In comparison, North America today is only 15,000 units.
The global economy is just coming out of an economic crisis. How did Otis fare in 2009 when the recession was at its peak?
We remained the industry leader and our revenues stood at $11.7 billion. However, there was a decline of 1% on this. Approximately 59% of our revenues come from service which means maintenance, repair and modernization. Worldwide, we maintain 1.7 million elevators.
Of the balance in new sales, what was the decline in that?
It was a bit more than 4%.
You put a lot of emphasis on India and China. How about the BRIC nations?
In fact, BRIC can be termed CIBR because China is the biggest in terms of construction today. India comes second, followed by Brazil in the third spot and finally Russia. These countries are booming very fast. The growth is very good there and we are doing very well in them.
What about developed markets like North America and Europe. Have they recovered?
Construction in North America has not yet recovered and we think that is only going to happen between 2011-end and beginning of 2012. Europe presents a very mixed picture. Germany is doing very well, France is more or less flat, and after that there are countries like Spain, Portugal and Greece which are struggling.
Coming to India, can you tell me how has been the market for Otis?
We have decided to invest more in India. We have a factory in Bangalore. In 2000, we were selling approximately 2,500 units (elevators). Last year we sold more than 6,000 units. We will now localize our flagship product which is called the GeN2. Unlike earlier products which were based on ropes and cables, this is based on belts and is one tenth the size of existing products. Besides, it also saves space and energy.
There are fears in India that a lot of real estate projects are unviable and also that there can be a slowdown in construction activity?
As you know, in India the rate of urbanization is quite low. We know that this rate is going to go up to probably 40%. Today, if you take China, they are at 47%. That was very low as well ten years ago. So clearly you will have more and more people coming to the various cities in India and trying to get a job and because of that, there will be more residential requirements which means more construction.