Japanese suppliers must raise workers'  wages

Yang  Jian

Automotive News | 2010-6-25

SHANGHAI  -- A walkout this week at a Denso fuel injector plant in south
China was the seventh strike against a Japanese-owned automotive supplier
since late May.
What is most interesting about these stoppages is the central  government's
attitude, which has shifted its support from the companies to  the workers.

In a tight labor market, the Japanese suppliers' just-in-time  production
strategy left them vulnerable to strikes. All four of Honda's  assembly
plants were forced to shut down three days after workers staged a
walkout at the
automaker's transmission supplier.
Beijing's sympathy for the strikers leaves their suppliers no choice  but
to raise the workers' wages. And this marks a big change in China's  labor
climate.
Under China's existing laws, strikes are not allowed. Governments at
different levels in the country have long been friendly towards
foreign-invested
companies for jobs and tax revenue.
So when workers staged a walkout on May 19 at a Honda transmission  plant
in south China's Guangdong province, the local government sided with
management and urged the strikers to return to work.
But with work stoppages spreading to other Japanese factories, the  central
government became anxious to get things under control and maintain  social
stability. So Beijing began sending signals to the employers.
In recent weeks, state media such as the Xinhua news agency published
editorials expressing sympathy for the strikers, who endure harsh working  and
living conditions.
On June 14, Chinese Premier Wen Jiabo appeared on TV urging government  and
society to "treat young migrant workers as they would treat their own
children."
Most of the strikers are in their early 20s. They have migrated from
inland China after finishing high school and vocational school. They  typically
work about 10 hours a day and earn a monthly salary of 1,000 to  2,000 yuan
($146 to $293).
Now that they have the government on their side, workers in other
Japanese-owned factories are likely to strike and demand pay raises.
What can these companies do to resolve the strikes? Well, they have no
choices but to raise wages.
Can they quickly hire new workers to replace the protesters? No, they
can't.
The labor market in coastal China -- where most of the foreign auto
companies are located -- already is very tight. With industrialization
 picking up
speed in inland China, many migrants are returning to work in  factories
near their homes.
Is it possible for suppliers to relocate their factories to inland  China
or other low-cost countries like Vietnam and Cambodia? No, that's  not an
option either.
The just-in-time production system requires suppliers to remain close  to
the automakers, said Yale Zhang, China director of CSM Worldwide, an
automotive research firm.
That system, which has long been Japanese auto companies' powerful  weapon
in cost reduction, has turned out to be a major weakness during  strikes.
For example, Toyota was forced to halt production of the Camry  and Yaris on
Tuesday soon after Denso's employees walked out.
That explains why six parts plants supplying Honda and Toyota in China
resolved their strikes by agreeing to raise wages by 20% to 30%.
Beijing hasn't issued any new edicts on wages, but it won't have to.  The
government's message is clear: wages should go up, and they should go  up
soon.
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