Page 4 - 2023 Mid-Year Report on Impact of COVID Policy Change
P. 4
sident’s Message 会长致辞
Dear Members, 尊敬的会员：
China’s second-quarter gross 中国国家统计局2023年7月17日公布的数据显
domestic product released on Monday July 17, 示，2023年二季度国内生产总值同比增长6.3%。从环
2023 by China National Bureau of Statistics showed 比来看，二季度GDP环比增速达0.8%，较一季度环比
growth at 6.3%, an increase of 0.8% from the first 增速2.2%有所放缓。路透社早期分析调查预估，二季
quarter, slower than the 2.2% quarter-on-quarter 度中国国内生产总值同比增速或达7.3%。国家统计
pace reported in the first quarter. Analysts polled 局新闻发言人付凌晖表示，尽管中国面临着复杂的地
by Reuters had projected a 7.3% GDP growth 缘政治和经济国际环境，但中国有望实现全年5.5%
rate for the second quarter. National Bureau 的经济增长预期目标。国家统计局公布的数据显示，
of Statistics (NBS) spokesperson, Fu Linghui 中国经济增速略低于预期，增长放缓但呈稳定发展趋
explained that China faces a complex geopolitical 势。本报告对此也有所体现。
and economic international environment but
expects China to achieve its full-year growth target 华南美国商会对企业信心、投资计划和商业活动
of 5.5% for 2023. NBS statistics show a slightly 进行研究并出版《2023年中报告：新冠疫情防控政策
slower than expected but steady growth. This is 变动的影响》。该报告显示，企业在华经营情况明显好
also reflected in this study. 转。自2023年5月4日至2023年6月21日，共计185家
企业参与了问卷调查，受访企业来自多个行业，具有
The American Chamber of Commerce in South 广泛代表性。一如往常，近半受访企业为美资企业。报
China’s study of businesses’ sentiment, plans and 告显示，企业在各行各业的经济活动大幅反弹。绝大
activities entitled the 2023 Mid-Year Report on 多数的受访企业表示，2023年第一季度，企业正持续
Impact of COVID Policy Change shows significant 复苏，稳健前行，超三分之一（36%）的受访企业表示
improvement in companies’ business operation in 已完全恢复。近半（49%）受访企业在华营收显著增加
China. A total of 185 companies, involved in a wide 或少量增加，较2022年同期增长16%。此外，由于部
range of industries, participated in the study from 分企业原本预计“动态清零”政策会持续到2023年，
May 4 to June 21, 2023. As in the past, nearly half of 因此，31%的受访企业在2022年下半年遭遇订单取
the companies studied are from the United States. 消或转交，这对企业在华营收造成损失。其中，美资企
The study shows that businesses have achieved 业2023年一季度在华营收下滑的比例是中资企业的
substantial rebound in economic activity across a 3.5倍、其他企业的2.3倍。预计近三成（27%）受疫情
variety of sectors. A majority of companies studied 影响的企业将于2023年底恢复。
report that they are on the road to recovery and
over a third report they were already there in 2.5亿美元以下的再投资计划也出现了谨慎但显
the first quarter of 2023. Nearly half (49%) of the 著的增长。值得注意的是，在新冠疫情防控政策变动
companies studied experienced significant or 前，大部分（74%）受访企业2023年在华预算再投资
slight increases in revenue, up by 16% compared 主要集中在较低额度（1000万美元以下），仅4%的受
with the same time in 2022. At the same time, 访企业计划再投资超过2.5亿美元的项目。疫情限制
31% experienced losses in revenue caused by 的解除和中国经济的快速复苏增强了商界对这个世
cancellation and relocation of orders in the second 界第二大经济体的信心，32%的受访企业计划扩大不
half of 2022 due to expectations that the Zero 同规模的再投资项目，而68%的受访企业2023年在华
Covid policy would continue into 2023. American
companies’ losses were 3.5 times higher than that
of Chinese companies and 2.3 times higher than
that of other companies. Of all companies that still
suffer from the impact of COVID-19, 27% expect to
recover by the end of 2023.
4
Dear Members, 尊敬的会员：
China’s second-quarter gross 中国国家统计局2023年7月17日公布的数据显
domestic product released on Monday July 17, 示，2023年二季度国内生产总值同比增长6.3%。从环
2023 by China National Bureau of Statistics showed 比来看，二季度GDP环比增速达0.8%，较一季度环比
growth at 6.3%, an increase of 0.8% from the first 增速2.2%有所放缓。路透社早期分析调查预估，二季
quarter, slower than the 2.2% quarter-on-quarter 度中国国内生产总值同比增速或达7.3%。国家统计
pace reported in the first quarter. Analysts polled 局新闻发言人付凌晖表示，尽管中国面临着复杂的地
by Reuters had projected a 7.3% GDP growth 缘政治和经济国际环境，但中国有望实现全年5.5%
rate for the second quarter. National Bureau 的经济增长预期目标。国家统计局公布的数据显示，
of Statistics (NBS) spokesperson, Fu Linghui 中国经济增速略低于预期，增长放缓但呈稳定发展趋
explained that China faces a complex geopolitical 势。本报告对此也有所体现。
and economic international environment but
expects China to achieve its full-year growth target 华南美国商会对企业信心、投资计划和商业活动
of 5.5% for 2023. NBS statistics show a slightly 进行研究并出版《2023年中报告：新冠疫情防控政策
slower than expected but steady growth. This is 变动的影响》。该报告显示，企业在华经营情况明显好
also reflected in this study. 转。自2023年5月4日至2023年6月21日，共计185家
企业参与了问卷调查，受访企业来自多个行业，具有
The American Chamber of Commerce in South 广泛代表性。一如往常，近半受访企业为美资企业。报
China’s study of businesses’ sentiment, plans and 告显示，企业在各行各业的经济活动大幅反弹。绝大
activities entitled the 2023 Mid-Year Report on 多数的受访企业表示，2023年第一季度，企业正持续
Impact of COVID Policy Change shows significant 复苏，稳健前行，超三分之一（36%）的受访企业表示
improvement in companies’ business operation in 已完全恢复。近半（49%）受访企业在华营收显著增加
China. A total of 185 companies, involved in a wide 或少量增加，较2022年同期增长16%。此外，由于部
range of industries, participated in the study from 分企业原本预计“动态清零”政策会持续到2023年，
May 4 to June 21, 2023. As in the past, nearly half of 因此，31%的受访企业在2022年下半年遭遇订单取
the companies studied are from the United States. 消或转交，这对企业在华营收造成损失。其中，美资企
The study shows that businesses have achieved 业2023年一季度在华营收下滑的比例是中资企业的
substantial rebound in economic activity across a 3.5倍、其他企业的2.3倍。预计近三成（27%）受疫情
variety of sectors. A majority of companies studied 影响的企业将于2023年底恢复。
report that they are on the road to recovery and
over a third report they were already there in 2.5亿美元以下的再投资计划也出现了谨慎但显
the first quarter of 2023. Nearly half (49%) of the 著的增长。值得注意的是，在新冠疫情防控政策变动
companies studied experienced significant or 前，大部分（74%）受访企业2023年在华预算再投资
slight increases in revenue, up by 16% compared 主要集中在较低额度（1000万美元以下），仅4%的受
with the same time in 2022. At the same time, 访企业计划再投资超过2.5亿美元的项目。疫情限制
31% experienced losses in revenue caused by 的解除和中国经济的快速复苏增强了商界对这个世
cancellation and relocation of orders in the second 界第二大经济体的信心，32%的受访企业计划扩大不
half of 2022 due to expectations that the Zero 同规模的再投资项目，而68%的受访企业2023年在华
Covid policy would continue into 2023. American
companies’ losses were 3.5 times higher than that
of Chinese companies and 2.3 times higher than
that of other companies. Of all companies that still
suffer from the impact of COVID-19, 27% expect to
recover by the end of 2023.
4
