Page 12 - 2021 Special Report
P. 12
Takeaways 鍏抽敭瑕佺偣
Th e global economy appears to be emerging 2020骞存柊鍐犺偤鐐庣柅鎯呯垎鍙戝紩璧蜂簡鍋ュ悍涓庣粡
from one of its deepest recessions 娴庡嵄鏈猴紝鍏ㄧ悆缁忔祹浼间箮姝ｄ粠鏈€涓ラ噸鐨�
followed by the devastating health and economic crisis 琛伴€€涓鑻忚繃鏉ャ€備腑鍥戒綔涓哄叏鐞冪涓€涓鑻忕殑涓昏缁忔祹浣擄紝
caused by COVID-19 in 2020. As the first major economy 鐜板凡閫愭笎浠庢柊鍐犵柅鎯呭甫鏉ョ殑鏋佺鍥伴毦涓庢寫鎴樹腑璧板嚭鏉ャ€傝
to show a recovery, China has successfully navigated 澶氬崕鍗楃編鍥藉晢浼氫細鍛樹紒涓氶兘鎶靛尽浜嗙柅鎯呮墍甯︽潵鐨勪笉鍚岀▼搴�
the extreme hardship brought by the COVID-19. Many 鐨勫奖鍝嶃€備负浜嗚瘎浼版柊鍐犵柅鎯呭鎴戜滑浼氬憳鐨勫奖鍝嶏紝鎴戜滑浜�2020
AmCham South China members have withstood the 骞�2鏈堥娆″彂琛ㄤ簡銆婃柊鍨嬪啝鐘剁梾姣掞紙COVID-19锛夌柅鎯呯殑褰卞搷
impact to various degrees. To evaluate the impact 鐗瑰埆鎶ュ憡銆嬶紝鐒跺悗鍦�2020骞�3鏈堝彂甯冧簡銆婃柊鍨嬪啝鐘剁梾姣掞紙CO-
of COVID-19 on our members, our first study of the VID-19锛夊渚涘簲閾剧殑褰卞搷鐗瑰埆鎶ュ憡銆嬶紝骞朵簬鍚屽勾9鏈堝彂甯冧簡
subject, the Special Report on the Impact of Coronavirus 銆�2020骞村崕鍗楀湴鍖虹粡娴庢儏鍐靛勾涓壒鍒姤鍛娿€嬨€�2021骞达紝鐤儏
was published in February 2020. Then the Special Report 鍙樺寲鍜屽閮ㄧ幆澧冧粛鐒跺瓨鍦ㄨ澶氫笉纭畾鎬э紝涓栫晫缁忔祹褰㈠娍渚�
on Impact of COVID-19 on Supply Chain was released in 鐒跺鏉備弗宄汇€傚崕鍗楃編鍥藉晢浼氭寔缁窡杩涚柅鎯呭浼氬憳浼佷笟鍦ㄥ崕
March 2020 followed by the 2020 Mid-Year Special Report 杩愯惀鐨勫奖鍝嶏紝鏈勾搴︾殑鐗瑰埆鎶ュ憡涔熶笉渚嬪銆�
on the State of Business in South China in the same year
in September. With the uncertainties of pandemic and
external environment in 2021, the world economic
situation remains complex and severe. AmCham South
China has continued to track its impact on companies
with established operations in China in various ways, and
this report is another one in a series of studies to come.
Key takeaways of this report are as below: 鏈姤鍛婄殑鍏抽敭瑕佺偣濡備笅锛�
路None of the companies surveyed showed 路娌℃湁浠讳綍鍙楄浼佷笟琛ㄧず瑕佸畬鍏ㄦ挙绂讳腑鍥姐€�
willingness to leave China completely.
路缁濆ぇ閮ㄥ垎鍙楄浼佷笟琛ㄧず鍦ㄥ崕鎶曡祫鎬讳綋鍥炴姤鐜囦负姝ｅ€�
路Most companies reported positive overall returns 涓旈珮浜庡叏鐞冩姇璧勬€讳綋鍥炴姤鐜囥€傚ぇ閮ㄥ垎浼佷笟瀵逛腑鍥藉競鍦虹殑澧�
on investment (ROI) in China, which were higher than their 闀夸粛淇濇寔涔愯鐨勬€佸害銆傝窡鏃╂湡2016骞村埌19骞寸殑鏁版嵁鐩告瘮锛屼紒
global ROI. A majority of companies remain optimistic 涓氬涓浗甯傚満鐨勪俊蹇冩樉钁椾笂娑紝灏ゅ叾鏄編璧勪紒涓氬涓浗甯�
towards the business outlook in China, a remarkable 鍦哄闀挎渶涓轰箰瑙傘€�
increase compared to data from 2016 to 2019. In particular,
American companies see a brighter prospect of China鈥檚 路 灏界涓浗浣滀负鐢熶骇鍒堕€犲熀鍦扮殑鍚稿紩鍔涙閫愭笎涓嬮檷锛�
market growth. 瓒呰繃涓€鍗婄殑鍙楄浼佷笟浠嶅皢涓浗鍒椾负鍏ㄧ悆鎶曡祫璁″垝涓殑棣�
閫夈€�
路China remains the top investment destination
by more than half of the studied companies despite its 路铏界劧鏂板啝鐤儏绛変竴绯诲垪鍥犵礌瀵艰嚧2020骞村叏鐞冪粡娴庡彈
decreasing attraction as a manufacturing base. 鍒颁弗閲嶅奖鍝嶏紝浣嗘槸2020骞翠紒涓氬湪鍗庡疄闄呭啀鎶曡祫浠呭皬骞呬笅闄嶃€�
涓�2019鐩告瘮锛�17%鐨勫彈璁夸紒涓氶€夋嫨灏戦噺鍑忓皯鎴栨樉钁楀噺灏戝湪
路While a combination of factors including the 鍗庡啀鎶曡祫浠介銆�
coronavirus pandemic severely impacted the global
economy in 2020, only a slight decrease in actual 路 涓浗甯傚満宸ㄥぇ鐨勫闀挎綔鍔涖€佹斂绛栧埄濂戒互鍙婂叾浠栧浗瀹�
reinvestment in China was realized. However, compared to 鏂板啝鐤儏鐨勪笉纭畾鎬у寮轰簡浼佷笟鍦ㄥ崕鎶曡祫鎴栬浆绉绘姇璧勫埌涓�
2019, a 17% of companies slightly decreased or significantly 鍥界殑鍏磋叮銆�
decreased their reinvestment quota in 2020 in China.
路銆婄壒鍒姤鍛娿€嬫寚鍑猴紝鍦ㄥ崕澶栫睄楂樼鏁伴噺鐨勫噺灏戜笌璁″垝
路Factors including huge market potential, preferential 鍐嶆姇璧勭壒澶ч」鐩殑澶у箙鍑忓皯瀛樺湪鐫€鐩存帴鑱旂郴銆傚ぇ涓皬鍨嬪啀
policies and uncertainties of pandemic in other countries,
have whetted companies鈥� interest to increase investment
in China or shift investment to China.
路An interesting finding of the 2021 Special Report
is the direct connection between the reduced number of
expatriate executives in China and the massive reduction
12
Th e global economy appears to be emerging 2020骞存柊鍐犺偤鐐庣柅鎯呯垎鍙戝紩璧蜂簡鍋ュ悍涓庣粡
from one of its deepest recessions 娴庡嵄鏈猴紝鍏ㄧ悆缁忔祹浼间箮姝ｄ粠鏈€涓ラ噸鐨�
followed by the devastating health and economic crisis 琛伴€€涓鑻忚繃鏉ャ€備腑鍥戒綔涓哄叏鐞冪涓€涓鑻忕殑涓昏缁忔祹浣擄紝
caused by COVID-19 in 2020. As the first major economy 鐜板凡閫愭笎浠庢柊鍐犵柅鎯呭甫鏉ョ殑鏋佺鍥伴毦涓庢寫鎴樹腑璧板嚭鏉ャ€傝
to show a recovery, China has successfully navigated 澶氬崕鍗楃編鍥藉晢浼氫細鍛樹紒涓氶兘鎶靛尽浜嗙柅鎯呮墍甯︽潵鐨勪笉鍚岀▼搴�
the extreme hardship brought by the COVID-19. Many 鐨勫奖鍝嶃€備负浜嗚瘎浼版柊鍐犵柅鎯呭鎴戜滑浼氬憳鐨勫奖鍝嶏紝鎴戜滑浜�2020
AmCham South China members have withstood the 骞�2鏈堥娆″彂琛ㄤ簡銆婃柊鍨嬪啝鐘剁梾姣掞紙COVID-19锛夌柅鎯呯殑褰卞搷
impact to various degrees. To evaluate the impact 鐗瑰埆鎶ュ憡銆嬶紝鐒跺悗鍦�2020骞�3鏈堝彂甯冧簡銆婃柊鍨嬪啝鐘剁梾姣掞紙CO-
of COVID-19 on our members, our first study of the VID-19锛夊渚涘簲閾剧殑褰卞搷鐗瑰埆鎶ュ憡銆嬶紝骞朵簬鍚屽勾9鏈堝彂甯冧簡
subject, the Special Report on the Impact of Coronavirus 銆�2020骞村崕鍗楀湴鍖虹粡娴庢儏鍐靛勾涓壒鍒姤鍛娿€嬨€�2021骞达紝鐤儏
was published in February 2020. Then the Special Report 鍙樺寲鍜屽閮ㄧ幆澧冧粛鐒跺瓨鍦ㄨ澶氫笉纭畾鎬э紝涓栫晫缁忔祹褰㈠娍渚�
on Impact of COVID-19 on Supply Chain was released in 鐒跺鏉備弗宄汇€傚崕鍗楃編鍥藉晢浼氭寔缁窡杩涚柅鎯呭浼氬憳浼佷笟鍦ㄥ崕
March 2020 followed by the 2020 Mid-Year Special Report 杩愯惀鐨勫奖鍝嶏紝鏈勾搴︾殑鐗瑰埆鎶ュ憡涔熶笉渚嬪銆�
on the State of Business in South China in the same year
in September. With the uncertainties of pandemic and
external environment in 2021, the world economic
situation remains complex and severe. AmCham South
China has continued to track its impact on companies
with established operations in China in various ways, and
this report is another one in a series of studies to come.
Key takeaways of this report are as below: 鏈姤鍛婄殑鍏抽敭瑕佺偣濡備笅锛�
路None of the companies surveyed showed 路娌℃湁浠讳綍鍙楄浼佷笟琛ㄧず瑕佸畬鍏ㄦ挙绂讳腑鍥姐€�
willingness to leave China completely.
路缁濆ぇ閮ㄥ垎鍙楄浼佷笟琛ㄧず鍦ㄥ崕鎶曡祫鎬讳綋鍥炴姤鐜囦负姝ｅ€�
路Most companies reported positive overall returns 涓旈珮浜庡叏鐞冩姇璧勬€讳綋鍥炴姤鐜囥€傚ぇ閮ㄥ垎浼佷笟瀵逛腑鍥藉競鍦虹殑澧�
on investment (ROI) in China, which were higher than their 闀夸粛淇濇寔涔愯鐨勬€佸害銆傝窡鏃╂湡2016骞村埌19骞寸殑鏁版嵁鐩告瘮锛屼紒
global ROI. A majority of companies remain optimistic 涓氬涓浗甯傚満鐨勪俊蹇冩樉钁椾笂娑紝灏ゅ叾鏄編璧勪紒涓氬涓浗甯�
towards the business outlook in China, a remarkable 鍦哄闀挎渶涓轰箰瑙傘€�
increase compared to data from 2016 to 2019. In particular,
American companies see a brighter prospect of China鈥檚 路 灏界涓浗浣滀负鐢熶骇鍒堕€犲熀鍦扮殑鍚稿紩鍔涙閫愭笎涓嬮檷锛�
market growth. 瓒呰繃涓€鍗婄殑鍙楄浼佷笟浠嶅皢涓浗鍒椾负鍏ㄧ悆鎶曡祫璁″垝涓殑棣�
閫夈€�
路China remains the top investment destination
by more than half of the studied companies despite its 路铏界劧鏂板啝鐤儏绛変竴绯诲垪鍥犵礌瀵艰嚧2020骞村叏鐞冪粡娴庡彈
decreasing attraction as a manufacturing base. 鍒颁弗閲嶅奖鍝嶏紝浣嗘槸2020骞翠紒涓氬湪鍗庡疄闄呭啀鎶曡祫浠呭皬骞呬笅闄嶃€�
涓�2019鐩告瘮锛�17%鐨勫彈璁夸紒涓氶€夋嫨灏戦噺鍑忓皯鎴栨樉钁楀噺灏戝湪
路While a combination of factors including the 鍗庡啀鎶曡祫浠介銆�
coronavirus pandemic severely impacted the global
economy in 2020, only a slight decrease in actual 路 涓浗甯傚満宸ㄥぇ鐨勫闀挎綔鍔涖€佹斂绛栧埄濂戒互鍙婂叾浠栧浗瀹�
reinvestment in China was realized. However, compared to 鏂板啝鐤儏鐨勪笉纭畾鎬у寮轰簡浼佷笟鍦ㄥ崕鎶曡祫鎴栬浆绉绘姇璧勫埌涓�
2019, a 17% of companies slightly decreased or significantly 鍥界殑鍏磋叮銆�
decreased their reinvestment quota in 2020 in China.
路銆婄壒鍒姤鍛娿€嬫寚鍑猴紝鍦ㄥ崕澶栫睄楂樼鏁伴噺鐨勫噺灏戜笌璁″垝
路Factors including huge market potential, preferential 鍐嶆姇璧勭壒澶ч」鐩殑澶у箙鍑忓皯瀛樺湪鐫€鐩存帴鑱旂郴銆傚ぇ涓皬鍨嬪啀
policies and uncertainties of pandemic in other countries,
have whetted companies鈥� interest to increase investment
in China or shift investment to China.
路An interesting finding of the 2021 Special Report
is the direct connection between the reduced number of
expatriate executives in China and the massive reduction
12
