Page 5 - 2023 Mid-Year Report on Impact of COVID Policy Change
P. 5
Reinvestment plans also show cautious but 预算再投资计划保持不变。尽管75%的美资企业预算
significant increases in projects involving values 再投资计划保持不变，25%的美资企业计划对不同规
under US$250 million. It is important to note that 模的项目进行再投资，其中，计划再投资项目达到或
prior to the COVID policy change, a majority (74%) 超过2.5亿美元的美资企业比例为1%，2022年中国结
of companies planned to reinvest with a low quota 束“动态清零”政策之前，这一比例为零。
(less than US$10 million) in 2023, and only 4%
budgeted to reinvest in projects worth over US$250 结束“动态清零”政策为中国的发展消除了一大
million. The lift of pandemic restrictions and China’s 障碍。中国新冠肺炎防疫政策出现了积极和重大的转
accelerating economic recovery have boosted the 变，这让我们相信，中国很快就会像疫情爆发前一样，
confidence of the business community in the world’s 再次成为推动全球增长的重要引擎。对未来，我们将
second-largest economy, in that 32% of companies 持谨慎乐观的态度。最近，有关中国GDP企稳增长的
now plan to increase their investments in projects of 头条新闻鼓舞人心，但也有新的担忧，例如年轻人就
various scale, while 68% are expecting to stay with 业难的问题和潜在的通货紧缩危机。
their previously budgeted reinvestment plans. While
75% of American companies expect no change in 我 们 的 研 究 表 明，中 国 正 全 力 从 新 冠 疫 情 中 复
their budgeted reinvestment plans, 25% plan to 苏。华南美国商会将一如既往，竭诚为您服务，助您应
increase reinvests in various size projects. 1% have 对未来的瞬息变化。在此，我要感谢所有参与该研究
reinvestment plans for projects involving US$250 的企业。同时，我也要感谢我们一流的团队，他们在这
million or more. This proportion was zero at the end 个项目上付出了无数的时间和精力。他们是最优秀的
of 2022 before China ended its Zero Covid Policy. 团队。
Ending zero-COVID measures has removed 祝好！
a major hurdle to China’s growth. The welcomed
policy U-turn concerning China’s Covid response
leads us to believe that China could soon help
propel global growth as it had before the
pandemic. We are cautiously optimistic. Recent
headlines concerning the country’s GDP growth
has offered some encouragement, but there are
also fresh concerns, such as the job market for
younger people and the possibility of deflation.
Our study shows that China is working
hard to recover from the pandemic. As always,
AmCham South China is here to help you navigate
the changes that are bound to happen over the
next couple of years. We want to thank all the
companies that participated in this study. I would
also like to personally thank our top-of-the-line
team who spent untold tireless hours on this
project. I couldn’t hope for a finer crew.
With best regards,
Dr. Harley Seyedin 哈利•赛亚丁博士
Winner of the 2017 Oslo Business for Peace Award 经济奖评审委员会颁发2017年奥斯陆商业促和平奖获奖者
(together with Elon Musk, Durreen Shahnaz and Murad （同期获奖者包括伊隆•马斯克, Durreen Shahnaz
Al-Katib) – Awarded by an Award Committee of Nobel 与 Murad Al-Katib）
Laureates in Peace and Economics “商业促进和平奖”奖章得主
Among few individuals in 233 years to be awarded the 该奖章由美国第一任国务卿托马斯•杰斐逊于1790年创设
Thomas Jefferson initiated Peace Through Commerce 在创设至今的233年里，全球仅有少数人荣获该奖章。
Medal by the US Government 暨南大学客座教授
Visiting Professor, Jinan University 阿来龙能源总裁
President, Allelon Energy Partners 华南美国商会会长
President, American Chamber of Commerce in South China
5
significant increases in projects involving values 再投资计划保持不变，25%的美资企业计划对不同规
under US$250 million. It is important to note that 模的项目进行再投资，其中，计划再投资项目达到或
prior to the COVID policy change, a majority (74%) 超过2.5亿美元的美资企业比例为1%，2022年中国结
of companies planned to reinvest with a low quota 束“动态清零”政策之前，这一比例为零。
(less than US$10 million) in 2023, and only 4%
budgeted to reinvest in projects worth over US$250 结束“动态清零”政策为中国的发展消除了一大
million. The lift of pandemic restrictions and China’s 障碍。中国新冠肺炎防疫政策出现了积极和重大的转
accelerating economic recovery have boosted the 变，这让我们相信，中国很快就会像疫情爆发前一样，
confidence of the business community in the world’s 再次成为推动全球增长的重要引擎。对未来，我们将
second-largest economy, in that 32% of companies 持谨慎乐观的态度。最近，有关中国GDP企稳增长的
now plan to increase their investments in projects of 头条新闻鼓舞人心，但也有新的担忧，例如年轻人就
various scale, while 68% are expecting to stay with 业难的问题和潜在的通货紧缩危机。
their previously budgeted reinvestment plans. While
75% of American companies expect no change in 我 们 的 研 究 表 明，中 国 正 全 力 从 新 冠 疫 情 中 复
their budgeted reinvestment plans, 25% plan to 苏。华南美国商会将一如既往，竭诚为您服务，助您应
increase reinvests in various size projects. 1% have 对未来的瞬息变化。在此，我要感谢所有参与该研究
reinvestment plans for projects involving US$250 的企业。同时，我也要感谢我们一流的团队，他们在这
million or more. This proportion was zero at the end 个项目上付出了无数的时间和精力。他们是最优秀的
of 2022 before China ended its Zero Covid Policy. 团队。
Ending zero-COVID measures has removed 祝好！
a major hurdle to China’s growth. The welcomed
policy U-turn concerning China’s Covid response
leads us to believe that China could soon help
propel global growth as it had before the
pandemic. We are cautiously optimistic. Recent
headlines concerning the country’s GDP growth
has offered some encouragement, but there are
also fresh concerns, such as the job market for
younger people and the possibility of deflation.
Our study shows that China is working
hard to recover from the pandemic. As always,
AmCham South China is here to help you navigate
the changes that are bound to happen over the
next couple of years. We want to thank all the
companies that participated in this study. I would
also like to personally thank our top-of-the-line
team who spent untold tireless hours on this
project. I couldn’t hope for a finer crew.
With best regards,
Dr. Harley Seyedin 哈利•赛亚丁博士
Winner of the 2017 Oslo Business for Peace Award 经济奖评审委员会颁发2017年奥斯陆商业促和平奖获奖者
(together with Elon Musk, Durreen Shahnaz and Murad （同期获奖者包括伊隆•马斯克, Durreen Shahnaz
Al-Katib) – Awarded by an Award Committee of Nobel 与 Murad Al-Katib）
Laureates in Peace and Economics “商业促进和平奖”奖章得主
Among few individuals in 233 years to be awarded the 该奖章由美国第一任国务卿托马斯•杰斐逊于1790年创设
Thomas Jefferson initiated Peace Through Commerce 在创设至今的233年里，全球仅有少数人荣获该奖章。
Medal by the US Government 暨南大学客座教授
Visiting Professor, Jinan University 阿来龙能源总裁
President, Allelon Energy Partners 华南美国商会会长
President, American Chamber of Commerce in South China
5
