{"id":173334,"date":"2023-01-05T10:31:35","date_gmt":"2023-01-05T09:31:35","guid":{"rendered":"https:\/\/legrandcontinent.eu\/fr\/?p=173334"},"modified":"2023-01-06T18:02:30","modified_gmt":"2023-01-06T17:02:30","slug":"les-perspectives-des-geants-technologiques-chinois-en-2023","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/fr\/2023\/01\/05\/les-perspectives-des-geants-technologiques-chinois-en-2023\/","title":{"rendered":"Les perspectives des g\u00e9ants technologiques chinois en 2023"},"content":{"rendered":"\n<p>En 2022, les BATX \u2014 les quatre g\u00e9ants technologiques chinois Baidu, Alibaba, Tencent et Xiaomi \u2014 ont enregistr\u00e9 une croissance plus faible que les ann\u00e9es pr\u00e9c\u00e9dentes.\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Les g\u00e9ants de l&rsquo;Internet Tencent et Alibaba ont affich\u00e9 leur plus faible taux de croissance de revenus en 2022, avec une baisse de 3&#160;% en glissement annuel.&nbsp;<\/li>\n\n\n\n<li>Xiaomi a fait \u00e9tat d&rsquo;une baisse de 9,7&#160;% de son chiffre d&rsquo;affaires au troisi\u00e8me trimestre 2022, \u00e0 70,5 milliards de RMB (9,8 milliards de dollars) \u2014 une baisse attribuable en partie \u00e0 la p\u00e9nurie de <a href=\"https:\/\/legrandcontinent.eu\/fr\/2022\/11\/08\/guerre-technologique-10-points-sur-les-semi-conducteurs\/\">semi-conducteurs<\/a>.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium \">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/flo.uri.sh\/visualisation\/12350723\/embed\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Cette baisse s\u2019explique en grande partie par des mesures endog\u00e8nes de politiques publiques, dont la <a href=\"https:\/\/legrandcontinent.eu\/fr\/2022\/11\/28\/pourquoi-la-chine-persiste-elle-dans-sa-politique-zero-covid\/\">politique z\u00e9ro-Covid<\/a>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>En d\u00e9cembre 2022, la Banque mondiale a r\u00e9duit \u00e0 2,7&#160;% ses pr\u00e9visions de croissance pour 2022, loin de l\u2019objectif de 5,5&#160;% fix\u00e9 par le Parti&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-173334' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2023\/01\/05\/les-perspectives-des-geants-technologiques-chinois-en-2023\/#easy-footnote-bottom-1-173334' title='&lt;a href=&quot;https:\/\/www.worldbank.org\/en\/news\/video\/2022\/12\/20\/china-economic-update-december-2022#:~:text=Activity%20in%20China%20has%20followed,a%20reopening%20of%20the%20economy.&quot;&gt;China Economic Update &amp;#8211; December 2022&lt;\/a&gt;, Banque mondiale, 20 d\u00e9cembre 2022.'><sup>1<\/sup><\/a><\/span><\/span>.<\/li>\n\n\n\n<li>Depuis septembre 2021, la r\u00e9gulation limitant le temps de jeux en ligne des moins de 18 ans a impact\u00e9 les revenues de Tencent \u2014 ce que l\u2019entreprise a qualifi\u00e9 de \u00ab&#160;d\u00e9fi transitoire&#160;\u00bb&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-2-173334' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2023\/01\/05\/les-perspectives-des-geants-technologiques-chinois-en-2023\/#easy-footnote-bottom-2-173334' title='&lt;a href=&quot;https:\/\/static.www.tencent.com\/uploads\/2022\/08\/17\/791713851693e0db85c6e7f5c870d9d6.pdf&quot;&gt;Audit financier de Tencent sur les deux premiers semestres de 2022&lt;\/a&gt;.'><sup>2<\/sup><\/a><\/span><\/span>.<\/li>\n<\/ul>\n\n\n\n<p>Afin de s\u2019adapter aux r\u00e9gulations gouvernementales et assurer leur rentabilit\u00e9, les BATX ont op\u00e9r\u00e9 en 2022 un changement de mod\u00e8le en diversifiant leurs activit\u00e9s, promouvant le d\u00e9veloppement du <em>cloud<\/em> et des diff\u00e9rentes applications de l\u2019<a href=\"https:\/\/legrandcontinent.eu\/fr\/2023\/01\/04\/lessor-de-lintelligence-artificielle-en-chine\/\">intelligence artificielle<\/a>. Cette strat\u00e9gie d\u2019optimisation des co\u00fbts passe aussi par une r\u00e9duction in\u00e9dite de la main-d&rsquo;\u0153uvre. Au 30 septembre 2022, Tencent et Alibaba comptaient 108 836 et 243 903 employ\u00e9s, une baisse de 3,5&#160;% et 6&#160;% par rapport \u00e0 fin 2021&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-3-173334' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2023\/01\/05\/les-perspectives-des-geants-technologiques-chinois-en-2023\/#easy-footnote-bottom-3-173334' title='\u00ab&amp;#160;&lt;a href=&quot;https:\/\/finance.sina.cn\/tech\/2022-11-24\/detail-imqqsmrp7383089.d.html&quot;&gt;\u4eca\u5e74\uff0cBAT\u4e09\u5de8\u5934\u5df2\u51c0\u51cf\u5c1123936\u540d\u5458\u5de5&lt;\/a&gt;&amp;#160;\u00bb, &lt;em&gt;Sina&lt;\/em&gt;, 24 novembre 2022.'><sup>3<\/sup><\/a><\/span><\/span>.<\/p>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium \">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/flo.uri.sh\/visualisation\/12350821\/embed\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>En 2023, une reprise de la croissance des g\u00e9ants technologiques chinois, permise par la <a href=\"https:\/\/legrandcontinent.eu\/fr\/2023\/01\/02\/face-a-la-flambee-de-cas-de-covid-en-chine-le-retour-des-controles-aux-frontieres\/\">r\u00e9ouverture de la Chine<\/a>, est toutefois \u00e0 anticiper. Alibaba devrait conna\u00eetre une augmentation de 12&#160;% de ses revenus au deuxi\u00e8me trimestre 2023, tandis que Tencent devrait conna\u00eetre une croissance de 10,5&#160;%&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-4-173334' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2023\/01\/05\/les-perspectives-des-geants-technologiques-chinois-en-2023\/#easy-footnote-bottom-4-173334' title='Arjun Kharpal, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.cnbc.com\/2022\/12\/20\/china-technology-sector-stock-outlook-for-2023.html&quot;&gt;From recovery to regulation&amp;#160;: How China\u2019s tech giants could fare in 2023 after a bruising year&lt;\/a&gt;&amp;#160;\u00bb, &lt;em&gt;CNBC&lt;\/em&gt;, 19 d\u00e9cembre 2022.'><sup>4<\/sup><\/a><\/span><\/span>.<\/p>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium \">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/flo.uri.sh\/visualisation\/12337531\/embed\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Le ratio cours-b\u00e9n\u00e9fice\/croissance des g\u00e9ants technologiques chinois est lui aussi relativement \u00e9lev\u00e9, signe de la confiance des investisseurs.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Les actions d&rsquo;Alibaba cot\u00e9es aux \u00c9tats-Unis devraient augmenter d&rsquo;environ 35&#160;% cette ann\u00e9e par rapport \u00e0 la cl\u00f4ture du 4 janvier de 96.4 dollars. Le cours des actions de Tencent devrait quant \u00e0 lui conna\u00eetre une hausse d&rsquo;environ 7&#160;%&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-5-173334' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2023\/01\/05\/les-perspectives-des-geants-technologiques-chinois-en-2023\/#easy-footnote-bottom-5-173334' title='&lt;a href=&quot;https:\/\/money.cnn.com\/quote\/forecast\/forecast.html?symb=BABA&quot;&gt;Alibaba Group Holding Ltd &amp;#8211; Stock price forecast&lt;\/a&gt;, &lt;em&gt;CNN Business&lt;\/em&gt;.'><sup>5<\/sup><\/a><\/span><\/span>.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>En 2022, les BATX \u2013 les quatre g\u00e9ants technologiques chinois \u2013 ont connu des taux de croissance en baisse par rapport aux ann\u00e9es pr\u00e9c\u00e9dentes. Bien que P\u00e9kin mette progressivement fin \u00e0 la politique z\u00e9ro-Covid, celle-ci a un impact consid\u00e9rable sur les perspectives de croissance et la strat\u00e9gie de ces grandes entreprises en 2023.<\/p>\n","protected":false},"author":3041,"featured_media":173332,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"footnotes":""},"categories":[1727],"tags":[],"staff":[],"editorial_format":[],"serie":[],"audience":[],"geo":[531],"class_list":["post-173334","post","type-post","status-publish","format-standard","hentry","category-economie","geo-chine"],"acf":{"open_in_webview":false,"accent":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Les perspectives des g\u00e9ants technologiques chinois en 2023 | Le Grand Continent<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/legrandcontinent.eu\/fr\/2023\/01\/05\/les-perspectives-des-geants-technologiques-chinois-en-2023\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Les perspectives des g\u00e9ants technologiques chinois en 2023 | Le Grand Continent\" \/>\n<meta property=\"og:description\" content=\"En 2022, les BATX \u2013 les quatre g\u00e9ants technologiques chinois \u2013 ont connu des taux de croissance en baisse par rapport aux ann\u00e9es pr\u00e9c\u00e9dentes. Bien que P\u00e9kin mette progressivement fin \u00e0 la politique z\u00e9ro-Covid, celle-ci a un impact consid\u00e9rable sur les perspectives de croissance et la strat\u00e9gie de ces grandes entreprises en 2023.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/legrandcontinent.eu\/fr\/2023\/01\/05\/les-perspectives-des-geants-technologiques-chinois-en-2023\/\" \/>\n<meta property=\"og:site_name\" content=\"Le Grand Continent\" \/>\n<meta property=\"article:published_time\" content=\"2023-01-05T09:31:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-01-06T17:02:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/legrandcontinent.eu\/fr\/wp-content\/uploads\/sites\/2\/2023\/01\/gc-BATX-2023-scaled-e1672910360605.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1453\" \/>\n\t<meta property=\"og:image:height\" content=\"838\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Alexandre 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