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默多克緩步撤離中國

默多克緩步撤離中國

Adam Lashinsky 2013-09-24
傳媒巨頭默多克煞費苦心追逐中國市場多年之后,他旗下的21世紀(jì)??怂构粳F(xiàn)在卻開始縮減在華投資規(guī)模。幾年前,它把手頭持有的星空傳媒中國分公司股份削減到了50%以下,最近又把在鳳凰衛(wèi)視的股份從17%縮減到了12%。公司負(fù)責(zé)人小默多克稱,中國政治環(huán)境趨緊,創(chuàng)意產(chǎn)業(yè)的生意越來越不好做。
????21世紀(jì)??怂构靖笨偛谜材匪?默多克稱,在中國做生意變得越來越困難。

????當(dāng)代生意場上有一條鐵律:去中國投資,否則就會危及未來的發(fā)展。正因為如此,有一件事值得引起注意,一度在打開中國市場中積極扮演急先鋒的一家公司如今正在某種程度上放棄這種努力。

????默多克今年夏天從其以出版為主的新聞集團(News Corp.)拆分出來的電影和電視公司——21世紀(jì)??怂构荆?1st Century Fox)正在積極縮減自己在這個世界第二大經(jīng)濟體的投資規(guī)模。這個事態(tài)的發(fā)展令人震驚,原因完全在于,默多克曾經(jīng)耗費了這么多年的時間這么熱情地追逐中國市場。而且這家公司從中國撤資的方式充滿了火藥味。默多克目前聘為旗下公司高管的唯一一個兒子詹姆斯批評中國政府行事膽怯,而且對改革缺乏承諾。

????為什么現(xiàn)在從中國撤資呢?小默多克今年7月份在美國科羅拉多州阿斯彭召開的《財富》雜志年度科技行業(yè)大會上接受全面采訪期間說:“我們搞創(chuàng)意產(chǎn)業(yè)的在中國做生意一直都很困難。江澤民領(lǐng)導(dǎo)時期,政治開放,一切都可以積極嘗試。這個時期結(jié)束后,中國對投資和開放變得謹(jǐn)小慎微……我認(rèn)為很多人并沒有充分地注意到(這種轉(zhuǎn)變)?;旧峡梢哉f,在中國做生意變得越來越困難了?!?/p>

????因此,21世紀(jì)福克斯公司近來一直在忙于拋售在華資產(chǎn),同時減持投資。幾年前,這家公司將自己在電視廣播公司——星空傳媒集團中國分公司(Star China)持有的股份削減到了50%以下。最近,它又將自己在上市公司鳳凰衛(wèi)視(Phoenix Satellite Television)持有的股份從17%縮減至12%。一位發(fā)言人說:“我們將繼續(xù)在這個以及其他在華投資項目上研究我們的戰(zhàn)略選擇?!?/p>

????從某種程度上講,21世紀(jì)??怂构菊诳s減在華投資規(guī)模,而其他公司則正在擴大在華投資規(guī)模。相對論傳媒公司(Relativity Media)和夢工廠動畫公司(DreamWorks Animation)已在中國電影制作方面投入巨資。傳奇娛樂公司(Legendary Entertainment)最近與中國最大的電影發(fā)行商簽署了一項協(xié)議?!?1世紀(jì)??怂构静]有完全逃離中國:一年前它收購了中國另一家電影發(fā)行公司——博納影業(yè)集團(Bona Film Group)17%的股份。】

????不過,根據(jù)詹姆斯?默多克的語氣來判斷(他是21世紀(jì)福克斯公司的副首席營運官,主要負(fù)責(zé)全球的電視業(yè)務(wù)),中國在默多克帝國中的優(yōu)先事項列表上排名靠后。而印度已經(jīng)成為它最青睞的亞洲國家?!芭c此同時,在我們投資亞洲的20年里,我們在印度擁有最大的傳媒公司,獲得了巨大的成功,無論是從財務(wù)角度還是……知名度的角度。我們在印度九種語言的原創(chuàng)節(jié)目和原創(chuàng)作品和內(nèi)容創(chuàng)作領(lǐng)域投資巨大。而與我們在印度取得的上述成就相比,我們在中國取得進展的態(tài)勢與此完全不同。我們只是認(rèn)定,(印度)是一個更好的市場?!?/p>

????從某種程度上說, 21世紀(jì)??怂梗ㄖ袊┕境冯x中國市場與其特定行業(yè)有關(guān)。著名的中國問題觀察人士、亞洲協(xié)會(Asia Society)美中關(guān)系中心主任奧維爾?斯科勒說:“傳媒行業(yè)是中國打算留到最后一批才會放手的自留地。雖然很多人在中國賺到了錢,但在傳媒領(lǐng)域賺錢并不容易。外資成功介入的與傳媒最接近的領(lǐng)域是公關(guān)行業(yè),公關(guān)實際上就是宣傳。而中國人很懂宣傳?!保ㄘ敻恢形木W(wǎng))

????譯者:iDo98?

????It is an iron-clad rule of the contemporary business landscape: Invest in China or imperil your future growth. It's noteworthy, then, that one of the most aggressive western companies in terms of trying to crack the China nut is more or less giving up the fight.

????21st Century Fox, the film and TV company Rupert Murdoch cleaved from his print-focused News Corp. (NWSA) this summer, is actively reducing its exposure the world's second-largest economy. It's a shocking development only in that Murdoch spent so many years pursuing the China market so enthusiastically. The company is going out guns-a-blazing too. Murdoch's son James, his only child currently employed as a company executive, has criticized the Chinese government for timidity and a lack of commitment to reform.

????Why get out now? "It's always been hard for us in the business of ideas to do business in China," the younger Murdoch said during an extensive interview in July at Fortune's annual technology-industry conference, in Aspen, Colo. "We went from the end of the Jiang Zemin regime, which was liberalizing, trying to do all things, to a much more ... timid approach to investment and to liberalization ... I don't think a lot of people noticed [the shift] enough. And basically it became harder to do business there."

????As a result, 21st Century Fox (FOX) has been busy selling off and selling down investments. A few years ago it cuts its stake in broadcaster Star China to below 50%. More recently it reduced its stake in publicly traded Phoenix Satellite Television from 17% to 12%. A spokeswoman says "we're continuing to explore our strategic options," in this and other China investments.

????To some extent 21st Century Fox is zigging where others are zagging. Relativity Media and DreamWorks Animation have invested heavily in film production in China. Legendary Entertainment recently signed a deal with China's largest film distributor. (21st Century Fox isn't completely fleeing: A year ago it took a 17% stake in another Chinese film distribution, Bona Film Group.)

????But judging James Murdoch's tone -- he is the company's deputy chief operating officer, with responsibilities primarily in global television activities -- China is low on the Murdoch empire's list of priorities. India has become its favored Asian nation. "In the meantime, in the 20 years we've been investing in Asia, contrast what we've achieved in India, [where we own] the largest media company ... which is hugely successful financially and ... from a popularity point of view. We're a big investor in original programming and original writing and content creation in India in nine different languages. It's a fundamentally different animal [from China]." We just decided that [India] was a better place to be."

????To some extent, the 21st Century Fox China retreat is a function of its specific industry. "When it comes to the media this is one of the last preserves that China is going to let go of," says Orville Schell, a noted China observer and director of the Asia Society's Center on U.S.-China Relations. "Although many people are making money in China, it's not easy to make money in the media. The closest anyone has come is in public relations, which is really propaganda. And the Chinese understand propaganda."??

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