从这里了解印度人对中国的看法

中国IT公司与印度IT公司角逐市场,中企规模远远不及印企

2013-08-17 00:06 64个评论 字号:

中国IT外包公司曾一度被印度软件服务出口商视为日益上升的威胁,这些公司在私募股权投资公司的赞助下正逐渐退出美国证券交易所。这一势头使得迅猛发展的亚洲市场面临更加严峻的竞争。在过去的三个季度中,至少有5家中国IT服务公司,包括软通动力、文思海辉、亚信、柯莱特和宇信易诚,都对外宣称已接受私募股权投资公司如黑石提出的私有化建议。由于在美国上市的中国公司常面临企业管理混乱的指控,而这一指控会使公司价值受损,所以许多中国公司不得不走私有化的路线。

译文来源:http://bbs.santaihu.com
外文标题:Chinese IT companies new mantra to counter Indian rivals
外文地址:http://timesofindia.indiatimes.com/tech/enterprise-it/strategy/Chinese-IT-companies-new-mantra-to-counter-Indian-rivals/articleshow/21773193.cms

20130813085022905

BANGALORE/MUMBAI: Chinese technology outsourcing companies, once seen as a rising threat to Indian software services exporters, are beating a retreat from US stock exchanges with the help of private equity firms, but the development also raises the spectre of stiffer competition in the fast-growing Asian markets.

During the last three quarters, at least five Chinese IT services companies, including iSoftStone, Pactera, AsiaInfo-Linkage, Camelot and Yucheng Technology have all announced receiving proposals from Private Equity (PE) firms, including Blackstone, to go private.

中国科技外包公司曾一度被印度软件服务出口商视为日益上升的威胁,这些公司在私募股权投资公司的赞助下正逐渐退出美国证券交易所。这一势头使得迅猛发展的亚洲市场面临更加严峻的竞争。

在过去的三个季度中,至少有5家中国IT服务公司,包括软通动力、文思海辉、亚信、柯莱特和宇信易诚,都对外宣称已接受私募股权投资公司如黑石提出的私有化建议。

The push towards privatisation has been a response to US-listed Chinese companies facing accusations of weak corporate governance practices, leading to depressed valuations. But analysts are keeping a close watch on this movement away from investor scrutiny, with support from deep pocketed funds, because Chinese IT companies now have a chance to regroup and better compete against the Indian IT services giants, especially in emerging markets in Asia.

“Going private is a key part of the larger business strategy being adopted by Chinese IT service firms. This is aimed at rationalising the service portfolio to be more solution-oriented. This will definitely help them improve operational efficiency and access local capital markets with better price-to-earnings ratios,” Mike Liu, chief operating officer of Infosys China, told ET.

由于在美国上市的中国公司常面临企业管理混乱的指控,而这一指控会使公司价值受损,所以许多中国公司不得不走私有化的路线。由于中国科技公司有机会重组,以更好地与印度IT服务巨头在亚洲新兴市场竞争,分析师们目前正密切关注这项远离投资者审查、并有重金支持的运作。

印孚瑟斯技术中国有限公司的首席运营官迈克·刘说,“私有化是中国IT服务公司采取的一项重大商业战略。这一战略将使服务组合合理化以提供更多的解决方案,提高这些公司运营效率并在本土资本市场上获得更好的市盈率。”

The Communist Party-led state intervention nearly a decade ago to promote Chinese software services sector was seen as the rise of a formidable challenge to India’s dominance in the global technology outsourcing market. But Chinese companies saw very little traction in markets other than Asia.

In the January-March quarter, iSoftStone, which is evaluating a $332 million (Rs 2,000 crore) takeover proposal from China Asset Management Company, saw its global revenue fall 13%, hurt by slowing business in the US and Europe. Pactera — itself a combination of three Chinese IT services players — received a proposal from private equity giant Blackstone in May that valued the company at more than $600 million (Rs 3,600 crore).

A consortium led by private equity firm CITIC Capital is taking AsiaInfo-Linkage private for about $900 million (Rs 5,400 crore). ISoftStone declined to comment for this story, citing its evaluation of the going-private proposal, while Pactera and others did not respond to emails seeking comment.

这个gcd领导的国家在十年前对中国软件服务领域进行了干预,这一举动被视为对印度主宰全球技术外包市场的强大挑战。然而,在亚洲之外,中国公司的收获甚少。

本年第一季度,正在评估中国资产管理公司价值3.32亿美元的收购建议之际,软通动力的全球收益由于美国和欧洲商业的放缓而下跌13%。宇信易诚本来就是三家中国IT服务公司的合体,其也于今年5月份接受了黑石超过6亿美元(360亿卢比)的估价。

私募股权公司中信资本也以9亿美元的价格将亚信创联私有化。黑石对此事不置可否,宇信易诚和其他公司也拒绝对外发表评论。

The Chinese IT services players have language and cultural similarities with several Asian markets, but have been unable to articulate their value proposition to clients in more mature and lucrative outsourcing markets such as the United States and Europe.

Some of this has been blamed on their plain-vanilla service offerings. The largest IT outsourcing company in China Neusoft reported revenue of about 6.96 billion yuan or $1.1 billion, about a tenth of India’s largest service —provider Tata Consultancy Services. iSoftStone, one of the largest players going private, had revenue of $381.1 million, less than that of mid-sized Indian IT firm Mindtree.

尽管中国的IT服务公司和亚洲市场有语言和文化的相似性,但它们在更加成熟、利润更大的美国和欧洲市场上却无法向客户提供有价值的建议。部分原因是由于它们的服务产品过于普通。

中国最大的IT外包公司东软集集团报收69.6亿元(11亿美元),大约是印度最大服务公司——塔塔咨询服务收入的十分之一。中国其中一家最大的私有化IT服务公司软通动力的收入为3.811亿美元,比印度中等IT公司Mindtree的收入更少。

文章部分参考:http://tech.huanqiu.com/it/2013-08/4237052.html

以下是《印度时报》读者的评论:

译文来源:三泰虎 http://bbs.santaihu.com/thread-7114-1-1.html

True Indian (Blore)
May be India is better in IT overall. But chinese companys product are getting famous, Say WeChat Badoo etc.. We couldnt make any influence so far..??
Agree (0)Disagree (1)Recommend (0)

也许印度IT整体上领先,但中国公司的产品越来越出名了,比如微信、Badoo…….迄今为止,我们还没有推出有影响力的产品。

amdsajjad (hyderabad)
competition in the iT sector is good for indian iT giants they may not be complacent and resort to modern means with innovations
Agree (4)Disagree (0)Recommend (2)

IT领域的竞争对印度IT巨头有利。这么一来,印度IT公司就不会自满了,也许会力争创新。

Prof K C Mehta (vadodara)
Indian companies should not be complacent. They need to probe the weaknesses of their Chinese rivals, howsoever weak, and try to exploit the same to capture their market share by their superior approach and skills.
Agree (2)Disagree (0)Recommend (2)

印度公司千万别自满了,应当去寻找中国对手的弱点,然后利用其弱点并凭借自身先进的技术来抢占他们的市场份额。

Shankar Malhari (Chennai, Tamil Nadu)
Chinese seem adept in adapting to situations. Going private must be a good strategy for them. Why aren’t the Indian biggies thinking about it too?
Agree (0)Disagree (4)Recommend (0)

中国人似乎善于应变形势。对他们来说,私有化是一项不错的战略。为什么印度巨头不考虑这一战略?

vswami11 (Hyderabad)
smart thinking…lets what Indian IT companies do to keep themselves in market
Agree (0)Disagree (2)Recommend (0)

让我们看看印度IT公司有什么对策来保持市场份额。

Abraham Dayasingh (Coimbatore)
The first thing we need to do is to stop buying Chineses Product…
Agree (8)Disagree (1)Recommend (2)

我们首先要做的就是拒绝购买中国货……..

Manish Gupte PhD ()
Boycott china..they relied heavily on exports and manipulated their currency..when we stop buying their products, their currency will unwind..that will reduce their economic growth
Agree (7)Disagree (2)Recommend (2)

大家一起抵制中国货….他们严重依赖出口,为此操纵货币….一旦我们停止购买中国货,他们的货币就会奔溃,经济发展速度就会下降。

Ganesh Babu N R (Chennai)
As IT Salaries increase in India, so do value addition. In short term, pure vanilla application maintenance contracts will be gobbled up by Chinese firms. And India, with high salaries, will be looked upon to develop applications or integrate systems, etc. Eventually, in the long run, may be 15-18 years from now, India will be left with negligible IT presence.
Agree (3)Disagree (7)Recommend (0)

印度IT行业的薪水在上涨,产品的附加值也在上升。短期内,简单的应用维护合同会被中国公司吞下。印度公司在高薪的压力下会寻求开发应用或集成系统。最终,从长远来看,也许是15至18年后,印度留下的IT业将会微不足道。

scamnivas (Madras)
China has a long way to go!
Agree (6)Disagree (4)Recommend (3)

中国还有很长的一段路要走!

kdviswanaathan ()
Beware India! Whatever needs to be done has to be done to ensure that Indian IT companies always occupy the top spot. Let China try its best, India should do everything possible to stick on to that spot.
Agree (6)Disagree (0)Recommend (2)

印度要小心!不管怎样,印度IT公司必须确保占据高端市场。就让中国全力竞争去吧,印度应当不择手段保住高端市场。

Nitish (kar)
everyone knows the product quality of china……n so do the softwares will be….!!
Agree (7)Disagree (6)Recommend (4)

每个人都知道中国货的质量…..他们的软件肯定也是如此!

aviban (noida)
Save Indian manufacturing industry, Create more jobs for Indians. Stop buying cheap Chinese goods.
Agree (16)Disagree (2)Recommend (6)

拯救印度的制造业,为国人创造更多工作。拒绝购买廉价的中国货。

Sandeep Sp (Unknown)
one companies has guts to deploy Chinese IT solution ‘s in their workable environment .
Agree (3)Disagree (0)Recommend (1)

有哪家公司有勇气在其工作环境部署中国IT公司的解决方案。

chandamama2000 (Guntur)
What ever the dragon does in software ,only India can lead the world in soft ware! In future due to encouragement of hardware by India by establishing electronic clusters all over country ,it will beat in hard ware exports as well! Next few months no need to import cheap China mobile phones! We r going to manufacture cell phones and TVs in India itself!
Agree (12)Disagree (10)Recommend (7)

不管中国龙怎么做,在软件上领先世界的只可能是印度!印度正在全国各地成立电子电气产业园,未来在硬件发展的鼓励下,印度必将在硬件出口上打败中国!未来几个月就不必进口廉价的中国手机了!我们将在国内自主生产手机和电视!

Lambert Alvares (Mangalore)
THINK TANK OF INDIA TIME TO INTROSPECT
Agree (4)Disagree (0)Recommend (1)

印度的智囊团是时候反省了。

Sudhir N K ()
The best way to counter this is invest a lot in manufacturing industries. If we show more interest in manufacturing industries and gain confidence in international market, we can very well develop as a manufacturing alternative for foreign companies. Some pro-active steps should be take by Government to bring in lot of manufacturing companies with easing the establishment policies and creating more economic zones. Only providing service wont take us so far with ASEAN countries becoming faster alternatives for cheap IT helpers.
Agree (6)Disagree (0)Recommend (1)

印度最好的反制措施是大力投资制造业。如果我们对制造业表现出更大兴趣并在国际市场上拾获信心,那么我们可以发展成为外国公司可供选择的制造业基地。印度政府应当采取一些积极措施,放宽政策并建立更多的经济区,以此来吸引大量外国制造企业进来。仅靠提供服务是走不远的,东盟国家越来越成为廉价IT服务的替代选择了。

Saurabh Srivastava (Lucknow)
Chinese software…use and throw..sorry, use and uninstall…. 😛
Agree (11)Disagree (8)Recommend (4)

中国软件…….用一次即扔….哦不,抱歉,是用一次就卸载啦……. 😛

Vijay Thirugnanam (Bangalore)
We have beaten Chinese in corporate governance (with respect to stock market). Now, we have to beat corporate governance in employee relations. Companies like TCS and Infosys should try to become the most admired company to work beating software giants like Microsoft and Google.
Agree (19)Disagree (17)Recommend (12)

我们已经在企业管理方面打败了中国人。塔塔咨询服务公司和印孚瑟斯技术公司应该尝试打败微软和谷歌等软件巨头,从而成为世界上最受尊敬的公司。

strategic speaking (India) replies to Vijay Thirugnanam
Boy, I dont know why so many people disagreed with your comments. What you said is so true…..
Agree (15)Disagree (8)Recommend (10)

老兄,不知道为什么那么多人不同意你的评论。你说得太对了……

Ganesh Babu N R (Chennai) replies to Vijay Thirugnanam
Indian IT managers need more maturity to handle people, more technical skills to handle technical challenges and leadership need to develop 7th sense to foresee future gadgets and challenges, to take Indian IT industry to the next level. Massaging Numbers in Excel sheets, will not help beat China !
Agree (9)Disagree (0)Recommend (3)

印度IT经理们在管理员工方面需要成熟一些,他们应当提高技术能力以应对技术挑战,公司领导层应当培养第7感觉,以便预见未来的挑战,从而把印度IT产业带入下一个水平。在Excel表格里捣鼓数据将无助于打败中国!

Aryabhata (Location)
What the hell. Companies from super power china retreat from US stock exchanges. I thought companies from super power china will kill Indian IT industry in 30 days but they are beating a retreat, So bad. This is a sad development for companies from super power china and chinese people. Now they will avenge this in Laddakh. Super power china coming soon for more rasgullas.
Agree (15)Disagree (10)Recommend (12)

怎么回事?来自超级大国中国的公司居然从美国证券交易所撤出。我还以为中国公司会在30天内扼杀印度IT产业呢,结果居然打退堂鼓了。这一事态对中国不妙。看来他们想在拉达克报仇了,超级大国中国很快就会过来要更多印度甜品

pointer1 ()
Forget IT. We should plan to challenge China in manufacturing. But for that we need nationalistic leaders at the helm who can bring passion, entrepreneurship, and belongingness to the country. We currently have a government at the center that does not even move an inch when five of our soldiers are killed by Pakistani cowards. With this kind of government, China will soon surpass India in every field including IT. We need nationalism in India and a decent and patriotic government. People who see no definition in India (like Arundhati Roy) need to be sidelined.
Agree (19)Disagree (0)Recommend (8)

IT就算了吧,其实我们应该筹划挑战中国的制造业。为此,我们需要执政的爱国领导人,为国家带来激情、创业精神和人们的归属感。目前,就连我们的5名士兵被巴基斯坦懦夫杀害了,中央政府居然也无动于衷。就凭这样的政府,中国很快会在包括IT业在内的各领域超过印度。印度需要民族主义,需要爱国的政府。那些不爱国的人就靠边站吧。

友荐云推荐
  1. 三哥想做世界制造业基地?想什么呢?三哥难道不知道美国要在工业化么?难道不知道许多国家已经开始机器人了么?地球有那么多资源叫三哥你们工业化?

  2. 三哥呀三哥,抵制中国货担心他们没有衣服穿,不是中国货低廉劣质,是好的中国货你们买不起呀

  3. 他们说得很对,我们怎么可能超过他们呢?我们连草都不够吃了,就更别提IT什么的了,我必须盘算,明天早上在哪里能挖2棵草去,不然就得饿肚子了 😥

  4. 阿三真有意思 为什么总是有人在说 他们不买中国东西 中国就会崩溃 中国跟印度贸易额才750亿美元 这其中还包括中国从印度进口东西 区区几百亿就能拖垮中国 太开玩笑了 还有阿三一个贫穷人口超越整个非洲的国家 不从中国进口廉价的产品 他们日子过的更惨

  5. 三哥记者根本就没有搞明白什么是IT业,TG和三哥的IT发展模式不同,三哥的IT领先只是服务外包行业,英语系国家将某些劳动密集型信息服务类工作拆解细分,外包给印度,印度就有众多廉价的说英语民众。在中国众多外包服务类公司转型期,三哥真的高潮了。

  6. 我记得2012年印度的it产值是1300多亿美元,2012年深圳的it产值就1.13万亿人民币了。。。吹毛啊,估计就软件外包强点

  7. 很多人被阿三混淆逻辑了!餐饮服务员业务不等于餐饮业!中国的it业远远远远强大于印度。只是外包不行而已!都他妈的内包了!

  8. 这个文章有混淆视听的样子.比较的只是外包.外包印度永远会第一.说英语.工资低.人多.但是比较整个IT行业贡献的GDP的话.光是腾讯+163.就秒杀全印度了.哈哈

    • 前年就看到消息阿里巴巴年营业额已经高于亚马逊和ebay的总和了,三锅跟我鳖比挨踢就跟拿孟买跟上海比一样不自量力

  9. 我是负责来打三哥的脸的。
    ——————————————————————————————————————
    印度软件和服务业企业行业协会(NASSCOM)预计,2011财年(2011年4月-2012年3月),印度IT-BPO(信息业和商务流程外包服务业)部门预计实现业务收入881亿美元,其中软件产品和服务收入预计为761亿美元,占全部行业收入的86%,比2010财年增长19.1%。从业人数为250万人。
    中国国家工信部发布的软件业经济运行报告显示,软件产业2011年共实现软件业务收入超过184679252万元,同比增长32.4%,超过“十一五”期间平均增速4.4个百分点,并超过同期电子信息制造业增速10个百分点以上,实现了“十二五”软件产业的良好开局,按平均汇率计算,约合2859亿美元,软件出口304亿美元。出口只占总产值的10%。2011年中国软件业从业人数320万人。
    ————
    2011年中国软件业务收入已经是印度的3倍多,软件业的劳动生产率也是印度的2倍多。
    中国软件业在外名声不显是因为90%都是服务于本国市场,印度反之同理。

    • 切。。。。新来的吧。。。有我在这里谁敢打我伟大大印度的脸。。。不就挣得比我们多吗。。。你敢和我们伟大的印度比花钱吗。。。看我们的航母。。。50亿美金。。。还未必能完。。。怕了吧你。。。我们航母一下水。。。立马能沉一艘潜艇。。。我们懂得平衡。。。知道为什么没有印度威胁论了吧。。。。看看你我们多会做人。。。学着点吧。。。

  10. 2012年上半年,我国软件产业实现软件业务收入10988亿元,同比增长26.2%。
    2013年上半年,我国软件产业实现软件业务收入1.39万亿元,同比增长24.5%,增速低于去年同期1.7个百分点

  11. 三锅是在自我陶醉呀。中国的软件业体量是三锅的三倍,无非是在外包服务方面逊与他们,三锅们的媒体很会以点盖面的混淆视听,自我陶醉。呵呵。三锅们爱吹牛,外包寻呼当然比不过三锅,一个拿这电话吹牛的行当,也称为IT

  12. 唐时玄奘去天竺取经,阿三的一位得道僧人就劝玄奘留在天竺,何必回到那蛮夷之地?可见阿三的自大是渊源流长的,实际上欧亚大陆上,每一个文明区域都有自大的自以为中心的思想,但他们都有自知之明,中国自比世界中心,但好歹有了自知之明,可阿三自大就与众不同,他们自大到一直没有自知之明。