Global Manufacturing Production Value to Hit $44.5 Trillion in 2022
2022年全球製造業產值將達44.5萬億美元

New research from Interact Analysis projects that total manufacturing industry output will grow by 4% in 2022, then decline by $0.2 trillion in 2023, before rising again in 2024 and 2025.

來自Interact Analysis的新研究預測，2022年製造業總產值將增長4%，然後在2023年下降0.2萬億美元
，但2024年和2025年再次上升。

The new research profiles Russia and Ukraine to ascertain stress points for MIO regions. Despite a GDP of over $1.7 trillion, Russia is considered an ‘emerging economy’ due to its small manufacturing base. However, since the largest companies in Russia are energy suppliers, the country is considered an ‘energy superpower’. Escalating fuel prices, which will impact Europe far more severely than the USA, are an obvious fallout from the conflict. Ukraine on the other hand had a GDP of just over $155 billion in 2020 according to the IMF, of which just over 30% was industrial production. Ukraine produces 70% of the world’s Neon–a key input in semiconductor production–and half of Ukrainian Neon is from Odessa and Mariupol. Since both these cities are key Russian targets, we expect one fallout of the conflict to be severe increases in the price of Neon. This will be a further big problem for the already beleaguered chip industry, which will turn to cheaper suppliers in China for relief.

這項新的研究對俄羅斯和烏克蘭進行了剖析，以確定製造業產出地區的壓力點。盡管國內生產總值超過1.7萬億美元，但由於其製造業基礎較小，俄羅斯被視為“新興經濟體”。不過由於俄羅斯最大的公司是能源供應商，該國被視為“能源超級大國”。不斷攀升的燃料價格是這場衝突的明顯後果

，它對歐洲的影響遠比美國嚴重。另一方麵，根據國際貨幣基金組織的數據，烏克蘭2020年的國內生產總值剛剛超過1550億美元，其中30%以上是工業生產。烏克蘭生產世界70%的氖氣——半導體生產的關鍵原料——烏wu克ke蘭lan一yi半ban的de氖nai氣qi來lai自zi敖ao德de薩sa和he馬ma裏li烏wu波bo爾er。由you於yu這zhe兩liang個ge城cheng市shi都dou是shi俄e羅luo斯si的de主zhu要yao目mu標biao，我wo們men預yu計ji衝chong突tu的de一yi個ge後hou果guo是shi氖nai氣qi價jia格ge的de大da幅fu上shang漲zhang。對dui於yu已yi經jing陷xian入ru困kun境jing的de芯xin片pian行xing業ye來lai說shuo
，這zhe將jiang是shi一yi個ge更geng大da的de問wen題ti
，該gai行xing業ye將jiang轉zhuan向xiang中zhong國guo更geng廉lian價jia的de供gong應ying商shang尋xun求qiu幫bang助zhu。
 
The Shanghai lockdowns have also had an undoubtable impact on the manufacturing industry, particularly because the city hosts a port that handles over 25% of all Chinese freight traffic. Shanghai is primarily a finance center, however if the Chinese government were to implement similar measures in one of their major manufacturing hubs, it could spell disaster for the global economy, since China accounts for 44.4% of total global production output.
 
上海的封鎖也對製造業產生了毋庸置疑的影響，特別是因為該市擁有一個處理超過25%zhongguohuoyunliangdegangkou。shanghaizhuyaoshiyigejinrongzhongxin

，danruguozhongguozhengfuzaiqizhuyaozhizaoyezhongxinzhiyishishileisicuoshi
，kenenghuigeiquanqiujingjidailaizainan，yinweizhongguozhanquanqiuzongchanliangde44.4%。
 
Adrian Lloyd, CEO at Interact Analysis said, “Automotive is particularly worthy of comment at the moment. The sector was already facing severe pressures following the pandemic, and the Ukraine conflict has made matters far worse for the industry. One of these problems is the new pressures on semiconductors, which already hit the automotive sector hard. Another is that Russia provides the majority of the world’s palladium which is used to produce catalytic converters and is now inaccessible. And yet another problem is that Ukraine is a key manufacturer of components for Western Europe’s automotive industry, particularly wire harnesses, supplies of which are now intermittent. As a result of all this, we predict minimal growth for automotive of 2.8% in 2022.”

Interact Analysis首席執行官Adrian Lloyd表示：“汽qi車che行xing業ye目mu前qian尤you其qi值zhi得de一yi說shuo。疫yi情qing之zhi後hou
，該gai行xing業ye已yi經jing麵mian臨lin嚴yan重zhong壓ya力li，而er烏wu克ke蘭lan衝chong突tu讓rang情qing況kuang變bian得de更geng加jia糟zao糕gao。其qi中zhong一yi個ge問wen題ti是shi半ban導dao體ti麵mian臨lin的de新xin壓ya力li，這zhe已yi經jing對dui汽qi車che行xing業ye造zao成cheng了le沉chen重zhong打da擊ji。另ling一yi個ge原yuan因yin是shi，俄e羅luo斯si提ti供gong了le全quan球qiu大da部bu分fen用yong於yu生sheng產chan催cui化hua轉zhuan化hua器qi的de鈀ba，現xian在zai已yi經jing無wu法fa獲huo得de。還hai有you一yi個ge問wen題ti是shi

，烏wu克ke蘭lan是shi西xi歐ou汽qi車che工gong業ye零ling部bu件jian的de主zhu要yao生sheng產chan國guo，尤you其qi是shi線xian束shu，現xian在zai供gong應ying時shi斷duan時shi續xu。因yin此ci
，我wo們men預yu測ce2022年汽車行業的最低增長率為2.8%。”