Page 6 - 2023 Mid-Year Report on Impact of COVID Policy Change
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Takeaways 关键要点
The gathering of data for our 我们的年度报告《2023年华南地区经济
annual study, the Special 情 况 特 别 报 告 》于 2 0 2 3 年 2 月 2 7 日 发
Report on the State of Business in South China 布，该报告的数据收集是在2022年12月15日前完
released on February 27, 2023 had been 成的，此后不久，中国优化调整疫情防控措施。因此，
completed by December 15, 2022, shortly 《特别报告》所呈现的数据没有受到政策变动的直
before China ended its Zero Covid Policy. 接影响。在此背景下，《年中报告》为我们提供了独
Therefore, that data had not been impacted 一无二的机会，帮助我们了解疫情防控政策变动后
by immediate emotional impact of the policy 的六个月内，商业决策对在华营收、企业运营、再投
change. As a result, this Mid-Year study offers 资计划、营商环境等方面产生的影响。
a unique opportunity for us to assess decisions
made by businesses impacting various aspects
including revenues, business operations,
reinvestment plans, business environment,
and the like, within the six months after the
change in the Zero Covid Policy.
Key takeaways of this report are as below: 本报告的关键要点如下：
◎ An overwhelming majority (92%) of ◎ 绝大部分（92%）受访企业已经从疫情影
companies have somewhat or fully recovered 响 中 部 分 或 完 全 恢 复，5 6 % 的 受 访 企 业 已 部 分 恢
from the pandemic, with 56% reporting partial 复，36%的受访企业已完全恢复。已经恢复的大型
recovery and 36% reporting full recovery. 企业比例达96%，而中小型企业这一比例达89%。
Large-sized companies lead the recovery at 所有中资企业已完全或部分恢复，美资企业这一比
96%, while small and medium-sized enterprises 例达93%。
follow at 89%. Chinese companies report full or
partial recovery at 100%, followed by American ◎ 对于仍受疫情影响的企业来说，27%预计
companies at 93%. 2023年第四季度恢复，20%预计2024年第一季度
或2024年后恢复。
◎ Of the companies that still suffer from
the impact of COVID-19, 27% expect to recover ◎ 相较2022年，企业2023年在华经营情况明
in the last quarter of 2023, while a fifth expect 显好转，近半（49%）受访企业在华营收显著增加或
to recover either in the first quarter of 2024 or 少量增加，该比例相较去年增长16%。
after 2024.
◎ 整体而言，几乎所有受访企业认为疫情防控
◎ Compared with 2022, there is significant 政策变动对运营产生积极影响。
improvement in companies’ business operation
in China in 2023. Nearly half (49%) of the ◎ 尽管约三分之二（68%）的受访企业表示
companies studied experienced significant or 2 0 2 3 年 在 华 预 算 再 投 资 计 划 保 持 不 变，但 仍 有
slight increases in revenue, up by 16% compared
with last year.
◎ Overall, nearly all companies have
experienced positive impacts on their operations
due to the change in COVID policy.
6
The gathering of data for our 我们的年度报告《2023年华南地区经济
annual study, the Special 情 况 特 别 报 告 》于 2 0 2 3 年 2 月 2 7 日 发
Report on the State of Business in South China 布，该报告的数据收集是在2022年12月15日前完
released on February 27, 2023 had been 成的，此后不久，中国优化调整疫情防控措施。因此，
completed by December 15, 2022, shortly 《特别报告》所呈现的数据没有受到政策变动的直
before China ended its Zero Covid Policy. 接影响。在此背景下，《年中报告》为我们提供了独
Therefore, that data had not been impacted 一无二的机会，帮助我们了解疫情防控政策变动后
by immediate emotional impact of the policy 的六个月内，商业决策对在华营收、企业运营、再投
change. As a result, this Mid-Year study offers 资计划、营商环境等方面产生的影响。
a unique opportunity for us to assess decisions
made by businesses impacting various aspects
including revenues, business operations,
reinvestment plans, business environment,
and the like, within the six months after the
change in the Zero Covid Policy.
Key takeaways of this report are as below: 本报告的关键要点如下：
◎ An overwhelming majority (92%) of ◎ 绝大部分（92%）受访企业已经从疫情影
companies have somewhat or fully recovered 响 中 部 分 或 完 全 恢 复，5 6 % 的 受 访 企 业 已 部 分 恢
from the pandemic, with 56% reporting partial 复，36%的受访企业已完全恢复。已经恢复的大型
recovery and 36% reporting full recovery. 企业比例达96%，而中小型企业这一比例达89%。
Large-sized companies lead the recovery at 所有中资企业已完全或部分恢复，美资企业这一比
96%, while small and medium-sized enterprises 例达93%。
follow at 89%. Chinese companies report full or
partial recovery at 100%, followed by American ◎ 对于仍受疫情影响的企业来说，27%预计
companies at 93%. 2023年第四季度恢复，20%预计2024年第一季度
或2024年后恢复。
◎ Of the companies that still suffer from
the impact of COVID-19, 27% expect to recover ◎ 相较2022年，企业2023年在华经营情况明
in the last quarter of 2023, while a fifth expect 显好转，近半（49%）受访企业在华营收显著增加或
to recover either in the first quarter of 2024 or 少量增加，该比例相较去年增长16%。
after 2024.
◎ 整体而言，几乎所有受访企业认为疫情防控
◎ Compared with 2022, there is significant 政策变动对运营产生积极影响。
improvement in companies’ business operation
in China in 2023. Nearly half (49%) of the ◎ 尽管约三分之二（68%）的受访企业表示
companies studied experienced significant or 2 0 2 3 年 在 华 预 算 再 投 资 计 划 保 持 不 变，但 仍 有
slight increases in revenue, up by 16% compared
with last year.
◎ Overall, nearly all companies have
experienced positive impacts on their operations
due to the change in COVID policy.
6
