DSK 11C

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[hynen?]

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CONFIDENTIAL

1976 003

most important market. Over a third of UK exports is made

Was

up of aircraft; the remainder is predominantly ron and

steel products and machinery.

27. The United Kingdom's recent poor performance is

explained primarily by the inability of British firms to

compete effectively with the fixed price contracts on which

the Chinese insisted during their previous buying round in

Rustan's

1973-74. During this period our competitors, primarily

Japan and the FRG, secured large contracts for steel and

mechanical plant, power stations and similar projects.

The

Chinese placed few orders in 1975 and 1976, a period of

political uncertainty and doubts over the wisdom of importi foreign technology, so exports to China in 1977 are

generally well down. With the much more positive attitude

of China's new leaders towards foreign trade, as part of he. modernisation programme, there is likely to be a steady

increase in the number of orders placed in the West from

1978 onwards, particularly for advanced machinery and

technology.

28. The scale of this increase will depend on Chinese

ability to increase their hard currency revenues, the

availability of Western credit and the willingness of the

Chinese to use it. Though China's hard currency earnings

should grow steadily in coming years, no sharp increase

seems likely in the short, term. Oil is an important hard

currency earner, and the Chinese have abundant reserves

(estimated at 20 billion barrels). But the quality is

generally poor, and importing countries, particularly Japan

are reluctant to invest in the necessary special refining

/equipment

CONFIDENTIAL

D 107991 400,000 7/76 904 953

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