Page 13 - 2023 Special Report on the State of Business in South China
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orting a positive overall ROI in China. 49% of the 路灏界缇庤祫浼佷笟瀵逛腑鍥藉競鍦哄闀跨殑淇″績鍑虹幇涓€瀹氱▼搴�
companies consider their overall ROI in China to be higher 鐨勬尝鍔紝浣嗕粛鏈夎繃鍗婄編璧勪紒涓氭寔缁湅濂戒腑鍥藉競鍦恒€�
than their global overall ROI.
路涓浗渚濇棫鏄紒涓氭姇璧勬渶闈掔潗鐨勭儹鍦燂紝瓒呬節鎴愬彈璁夸紒涓�
路Although the confidence of American companies in 灏嗕腑鍥借涓烘渶閲嶈鐨勬姇璧勭洰鐨勫湴涔嬩竴銆傚敖绠″皢涓浗浣滀负鎶曡祫
the business outlook in China oscillates to some extent, over 棣栭€夌殑澶栬祫浼佷笟姣斾緥杩炵画绗簩骞村嚭鐜颁笅闄嶏紝浣嗕粛鏈夎繃鍗婂璧�
50% of them still stay sanguine about the Chinese market. 浼佷笟灏嗕腑鍥藉垪涓哄叏鐞冨墠涓夊ぇ鎶曡祫鐩殑鍦般€�
路China is still deemed as the most attractive 路 浼佷笟鎶曡祫鐑儏缁х画楂樻定锛�2022骞磋繘琛屽湪鍗庡疄闄呭啀鎶�
destination for investment. More than 90% of the 璧勭殑浼佷笟姣斾緥杈�80%銆�
participating companies select China as one of the
most important investment destinations. Although the 路2022骞磋惤瀹�2.5浜跨編鍏冧互涓嬬殑鍦ㄥ崕瀹為檯鍐嶆姇璧勬瘮渚�
proportion of foreign companies that regard China as the 楂樹簬鍘诲勾銆備絾浼佷笟瀵瑰ぇ棰濇姇璧勬寔璋ㄦ厧鎬佸害锛屽叿浣撹€岃█锛�2022
first choice for investment has declined for the second 骞达紝10%鐨勫彈璁夸紒涓氬師璁″垝鍦ㄥ崕杩涜瓒呰繃2.5浜跨編鍏冨啀鎶曡祫锛�
consecutive year, more than 50% still list China as the top 浣�2022骞存渶缁堣惤瀹炶秴杩�2.5浜跨編鍏冨湪鍗庡啀鎶曡祫鐨勪紒涓氭瘮渚嬩粎
three investment destinations. 涓�5%銆傜編璧勪紒涓氫笌娑堣垂浜у搧鍙婃湇鍔′紒涓氳惤瀹炲ぇ棰濇姇璧勬儏鍐�
鏈€涓轰箰瑙傦紝鍗犳瘮鏈€楂橈紝鍒嗗埆杈�7%鍜�8%銆�
路The investment enthusiasm of companies is on
an upward trajectory, with four-fifths of companies that 路2022骞达紝74%鐨勫彈璁夸紒涓氶€夋嫨涓嶅悜涓浗浠ュ鐨勫浗瀹�
actually reinvested in China in 2022. 杞Щ鎶曡祫锛屾病鏈変换浣曚紒涓氬畬鍏ㄦ挙绂讳腑鍥姐€�
路Compared with the past year, more companies chose 路澶ч儴鍒嗕紒涓氫粛灏嗕腑鍥藉競鍦鸿涓哄叾鏈潵鎴樼暐鍙戝睍璁″垝
to reinvest less than US$250 million in China in 2022. However, 涓殑涓€澶ч噸瑕佺粍鎴愰儴鍒嗐€�75%鐨勫彈璁夸紒涓氳鍒掑湪2023骞磋繘
companies are cautious about large investments. Specifically, 琛屽湪鍗庡啀鎶曡祫锛屽叾涓紝68%鐨勭編璧勪紒涓氬皢缁х画娣辫€曚腑鍥藉競鍦恒€�
while 10% of the companies had each budgeted to reinvest
US$250 million or more in China in 2022, only 5% actually 路棰勮2023骞村強鏈潵涓夊埌浜斿勾浼佷笟鍦ㄥ崕鍒╂鼎鍐嶆姇璧勯
reinvested that amount in the same year. But American 绠楅灏嗚揪183浜跨編鍏冿紝鐩歌緝鍘诲勾鏄捐憲涓嬮檷30.98%銆�
companies and companies engaged in consumption products
and services take an optimistic view of very large reinvestment 路 浼佷笟鏀剧紦浜嗗湪鍗庝笟鍔℃墿寮犵殑姝ヤ紣锛�69%鐨勫彈璁夸紒涓�
projects, accounting for the highest proportion and reaching 鍦ㄦ湭鏉ヤ笁骞存湁鍦ㄥ崕鎵╁紶鐨勮鍒掞紝杈冨幓骞村悓姣斾笅闄�3%銆�
7% and 8% respectively.
路骞垮窞杩炵画绗叚骞村湪鏈皟鏌ヤ腑琚彈璁夸紒涓氬垪涓烘渶鍙楁
路In 2022, 74% of the participating companies chose 杩庣殑鎶曡祫鍩庡競锛屽叾娆℃槸娣卞湷銆佷笂娴枫€佸寳浜€�
not to shift their investments out of China. Not a single
company has intention to leave China entirely. 路 浠婂勾璋冩煡鏄剧ず锛屼紒涓氬鍗庡崡鍦板尯钀ュ晢鐜鎸佷簺璁告偛
瑙傛儏缁€傝涓哄崕鍗楀湴鍖鸿惀鍟嗙幆澧冣€滃緢濂解€濆強鈥滃ソ鈥濈殑鍙楄浼佷笟姣�
路Most companies still consider China as a critical part 渚嬪悓姣斾笅闄�9%锛岃€岃涓哄崕鍗楀湴鍖烘暣浣撹惀鍟嗙幆澧冩湁鎵€涓嬮檷鐨�
in their future strategic development plans. 75% of the 鍙楄浼佷笟姣斾緥鍚屾瘮涓婂崌11%銆�2022骞达紝杩愯惀鎴愭湰涓婂崌鍙婁汉鍔�
participating companies plan to reinvest in China in 2023, 璧勬簮鎴愭湰澧炲姞鍧囨槸浼佷笟鍦ㄥ崕鍗楀湴鍖哄彂灞曟墍闈复鐨勬渶澶ф寫鎴樸€�
including 68% of American companies that are determined
to dig deeper into the Chinese market. 路楂樿揪97%鐨勫彈璁夸紒涓氳〃绀虹敱浜庢柊鍐犵梾姣掑鑷寸殑绛捐瘉
鍜屾梾琛岄檺鍒跺奖鍝嶄簡浼佷笟杩愯惀銆�
路It is estimated that companies will reserve US$18.3
billion from profits for reinvestment in China in 2023 and the 13
next three to five years, a sharp fall of approximately 30.98%
compared with the previous year.
路Companies are slowing down their business
expansion in China, with 3% fewer companies (69%)
planning to expand over the next three years.
路Guangzhou has been recognized as the top preferred
investment destination in China six years in a row, followed
by Shenzhen, Shanghai, and Beijing.
路Research this year reveals a trace of pessimism
over the business environment in South China. 9% fewer
companies rate the business environment as 鈥渆xcellent鈥� or
鈥済ood鈥� while 11% more companies see a deterioration in
the business environment. Rising operation costs and rising
labor costs are identified as the two biggest challenges that
companies face in South China in 2022.
路Up to 97% of the participating companies stated that
their operations have been impacted by visa and travel
restrictions induced by COVID-19.
companies consider their overall ROI in China to be higher 鐨勬尝鍔紝浣嗕粛鏈夎繃鍗婄編璧勪紒涓氭寔缁湅濂戒腑鍥藉競鍦恒€�
than their global overall ROI.
路涓浗渚濇棫鏄紒涓氭姇璧勬渶闈掔潗鐨勭儹鍦燂紝瓒呬節鎴愬彈璁夸紒涓�
路Although the confidence of American companies in 灏嗕腑鍥借涓烘渶閲嶈鐨勬姇璧勭洰鐨勫湴涔嬩竴銆傚敖绠″皢涓浗浣滀负鎶曡祫
the business outlook in China oscillates to some extent, over 棣栭€夌殑澶栬祫浼佷笟姣斾緥杩炵画绗簩骞村嚭鐜颁笅闄嶏紝浣嗕粛鏈夎繃鍗婂璧�
50% of them still stay sanguine about the Chinese market. 浼佷笟灏嗕腑鍥藉垪涓哄叏鐞冨墠涓夊ぇ鎶曡祫鐩殑鍦般€�
路China is still deemed as the most attractive 路 浼佷笟鎶曡祫鐑儏缁х画楂樻定锛�2022骞磋繘琛屽湪鍗庡疄闄呭啀鎶�
destination for investment. More than 90% of the 璧勭殑浼佷笟姣斾緥杈�80%銆�
participating companies select China as one of the
most important investment destinations. Although the 路2022骞磋惤瀹�2.5浜跨編鍏冧互涓嬬殑鍦ㄥ崕瀹為檯鍐嶆姇璧勬瘮渚�
proportion of foreign companies that regard China as the 楂樹簬鍘诲勾銆備絾浼佷笟瀵瑰ぇ棰濇姇璧勬寔璋ㄦ厧鎬佸害锛屽叿浣撹€岃█锛�2022
first choice for investment has declined for the second 骞达紝10%鐨勫彈璁夸紒涓氬師璁″垝鍦ㄥ崕杩涜瓒呰繃2.5浜跨編鍏冨啀鎶曡祫锛�
consecutive year, more than 50% still list China as the top 浣�2022骞存渶缁堣惤瀹炶秴杩�2.5浜跨編鍏冨湪鍗庡啀鎶曡祫鐨勪紒涓氭瘮渚嬩粎
three investment destinations. 涓�5%銆傜編璧勪紒涓氫笌娑堣垂浜у搧鍙婃湇鍔′紒涓氳惤瀹炲ぇ棰濇姇璧勬儏鍐�
鏈€涓轰箰瑙傦紝鍗犳瘮鏈€楂橈紝鍒嗗埆杈�7%鍜�8%銆�
路The investment enthusiasm of companies is on
an upward trajectory, with four-fifths of companies that 路2022骞达紝74%鐨勫彈璁夸紒涓氶€夋嫨涓嶅悜涓浗浠ュ鐨勫浗瀹�
actually reinvested in China in 2022. 杞Щ鎶曡祫锛屾病鏈変换浣曚紒涓氬畬鍏ㄦ挙绂讳腑鍥姐€�
路Compared with the past year, more companies chose 路澶ч儴鍒嗕紒涓氫粛灏嗕腑鍥藉競鍦鸿涓哄叾鏈潵鎴樼暐鍙戝睍璁″垝
to reinvest less than US$250 million in China in 2022. However, 涓殑涓€澶ч噸瑕佺粍鎴愰儴鍒嗐€�75%鐨勫彈璁夸紒涓氳鍒掑湪2023骞磋繘
companies are cautious about large investments. Specifically, 琛屽湪鍗庡啀鎶曡祫锛屽叾涓紝68%鐨勭編璧勪紒涓氬皢缁х画娣辫€曚腑鍥藉競鍦恒€�
while 10% of the companies had each budgeted to reinvest
US$250 million or more in China in 2022, only 5% actually 路棰勮2023骞村強鏈潵涓夊埌浜斿勾浼佷笟鍦ㄥ崕鍒╂鼎鍐嶆姇璧勯
reinvested that amount in the same year. But American 绠楅灏嗚揪183浜跨編鍏冿紝鐩歌緝鍘诲勾鏄捐憲涓嬮檷30.98%銆�
companies and companies engaged in consumption products
and services take an optimistic view of very large reinvestment 路 浼佷笟鏀剧紦浜嗗湪鍗庝笟鍔℃墿寮犵殑姝ヤ紣锛�69%鐨勫彈璁夸紒涓�
projects, accounting for the highest proportion and reaching 鍦ㄦ湭鏉ヤ笁骞存湁鍦ㄥ崕鎵╁紶鐨勮鍒掞紝杈冨幓骞村悓姣斾笅闄�3%銆�
7% and 8% respectively.
路骞垮窞杩炵画绗叚骞村湪鏈皟鏌ヤ腑琚彈璁夸紒涓氬垪涓烘渶鍙楁
路In 2022, 74% of the participating companies chose 杩庣殑鎶曡祫鍩庡競锛屽叾娆℃槸娣卞湷銆佷笂娴枫€佸寳浜€�
not to shift their investments out of China. Not a single
company has intention to leave China entirely. 路 浠婂勾璋冩煡鏄剧ず锛屼紒涓氬鍗庡崡鍦板尯钀ュ晢鐜鎸佷簺璁告偛
瑙傛儏缁€傝涓哄崕鍗楀湴鍖鸿惀鍟嗙幆澧冣€滃緢濂解€濆強鈥滃ソ鈥濈殑鍙楄浼佷笟姣�
路Most companies still consider China as a critical part 渚嬪悓姣斾笅闄�9%锛岃€岃涓哄崕鍗楀湴鍖烘暣浣撹惀鍟嗙幆澧冩湁鎵€涓嬮檷鐨�
in their future strategic development plans. 75% of the 鍙楄浼佷笟姣斾緥鍚屾瘮涓婂崌11%銆�2022骞达紝杩愯惀鎴愭湰涓婂崌鍙婁汉鍔�
participating companies plan to reinvest in China in 2023, 璧勬簮鎴愭湰澧炲姞鍧囨槸浼佷笟鍦ㄥ崕鍗楀湴鍖哄彂灞曟墍闈复鐨勬渶澶ф寫鎴樸€�
including 68% of American companies that are determined
to dig deeper into the Chinese market. 路楂樿揪97%鐨勫彈璁夸紒涓氳〃绀虹敱浜庢柊鍐犵梾姣掑鑷寸殑绛捐瘉
鍜屾梾琛岄檺鍒跺奖鍝嶄簡浼佷笟杩愯惀銆�
路It is estimated that companies will reserve US$18.3
billion from profits for reinvestment in China in 2023 and the 13
next three to five years, a sharp fall of approximately 30.98%
compared with the previous year.
路Companies are slowing down their business
expansion in China, with 3% fewer companies (69%)
planning to expand over the next three years.
路Guangzhou has been recognized as the top preferred
investment destination in China six years in a row, followed
by Shenzhen, Shanghai, and Beijing.
路Research this year reveals a trace of pessimism
over the business environment in South China. 9% fewer
companies rate the business environment as 鈥渆xcellent鈥� or
鈥済ood鈥� while 11% more companies see a deterioration in
the business environment. Rising operation costs and rising
labor costs are identified as the two biggest challenges that
companies face in South China in 2022.
路Up to 97% of the participating companies stated that
their operations have been impacted by visa and travel
restrictions induced by COVID-19.
