Page 12 - 2024 Special Report on the State of Business in South China
P. 12
Key Takeaways 关键要点
Key takeaways of this report are as below: 本报告的关键要点如下：
·26% of the companies studied gain over 60% ·26%的受访企业表示超过百分之六十的全球营收
of their global revenue from China, a drop of 14% 来自中国，该比例相较2022年下降14%。
from 2022.
· 88%的受访企业表示已在中国实现盈利，其中
·88% of the companies studied have already 46%表示已实现盈利且达到预期。实现在华盈利的美资
made profits in China, among which 46% reported to 企业高达九成（90%）。
have met their budget expectations. 90% of American
companies have achieved profitability in China. ·60%尚未实现在华盈利的受访企业预计将在两年
内实现盈利，15%则认为实现盈利所需时间将超过六年。
·60% of the companies studied that have yet to
make profits in China expect to achieve profitability · 总体而言，受访企业认为在中国能获得较高的投
within two years, while 15% believe that it will take 资回报率。八成受访企业（80%）表示2023年在华总体投
over six years to reach that goal. 资回报率为正值或较大正值，该比例远高于疫情三年间
（2020年至2022年）的正投资回报率平均值（74%）。过半
·Generally speaking, companies studied 受访企业（51%）认为相较全球总体投资回报率，其在华
believe that they enjoy a high rate of return on 总体投资回报率更佳。
investment (ROI) in China. 80% of the participating
companies report that their overall ROI in China is · 62%的受访企业对中国市场的前景持乐观态度，
positive or very positive, a proportion far higher 该比例相较2022年下降4%，延续了自疫情爆发以来逐年
than the average positive ROI (74%) during three 下降的趋势。
years of the pandemic (2020 to 2022). Compared
with their overall return on global investment, over ·约五分之二的受访企业（39%）将中国列为其全球
half of the companies studied (51%) believe that 投资计划中的首位，该比例相较2022年下降1%，延续了
their overall ROI in China is better. 近年来不断下降的趋势。
·62% of the companies studied are optimistic · 受访企业普遍放缓在华投资步伐，66%的受访企
about the prospect of the Chinese market, a drop 业 表 示 2 0 2 3 年 有 在 中 国 进 行 实 际 再 投 资，该 比 例 相 较
of 4% from 2022, continuing the trend of decrease 2022年下降14%。
since the outbreak of COVID-19.
·4%的受访企业原计划2023年在华进行超过2.5亿
·China is ranked the number one priority in 美元再投资。我们的调查显示，2023年最终落实超过2.5
the global investment plans by approximately two 亿美元再投资的受访企业比例正好为4%。
fifths of the companies studied (39%), down by
1% from 2022, continuing the trend of decrease in ·2023年，62%的受访企业选择不向中国以外的国
recent years. 家转移投资。选择不撤资的美资企业比例最高，66%的美
资企业选择继续深耕中国市场。
·66% of the companies studied actually
reinvested in China in 2023, a decrease of 14%
compared with 2022, indicating a slowdown in
investment pace.
·4% of the companies studied had each
budgeted to reinvest US$250 million or more in
China in 2023. Our study shows that precisely the
same proportion of companies actually reinvested
that amount in the same year.
12
Key takeaways of this report are as below: 本报告的关键要点如下：
·26% of the companies studied gain over 60% ·26%的受访企业表示超过百分之六十的全球营收
of their global revenue from China, a drop of 14% 来自中国，该比例相较2022年下降14%。
from 2022.
· 88%的受访企业表示已在中国实现盈利，其中
·88% of the companies studied have already 46%表示已实现盈利且达到预期。实现在华盈利的美资
made profits in China, among which 46% reported to 企业高达九成（90%）。
have met their budget expectations. 90% of American
companies have achieved profitability in China. ·60%尚未实现在华盈利的受访企业预计将在两年
内实现盈利，15%则认为实现盈利所需时间将超过六年。
·60% of the companies studied that have yet to
make profits in China expect to achieve profitability · 总体而言，受访企业认为在中国能获得较高的投
within two years, while 15% believe that it will take 资回报率。八成受访企业（80%）表示2023年在华总体投
over six years to reach that goal. 资回报率为正值或较大正值，该比例远高于疫情三年间
（2020年至2022年）的正投资回报率平均值（74%）。过半
·Generally speaking, companies studied 受访企业（51%）认为相较全球总体投资回报率，其在华
believe that they enjoy a high rate of return on 总体投资回报率更佳。
investment (ROI) in China. 80% of the participating
companies report that their overall ROI in China is · 62%的受访企业对中国市场的前景持乐观态度，
positive or very positive, a proportion far higher 该比例相较2022年下降4%，延续了自疫情爆发以来逐年
than the average positive ROI (74%) during three 下降的趋势。
years of the pandemic (2020 to 2022). Compared
with their overall return on global investment, over ·约五分之二的受访企业（39%）将中国列为其全球
half of the companies studied (51%) believe that 投资计划中的首位，该比例相较2022年下降1%，延续了
their overall ROI in China is better. 近年来不断下降的趋势。
·62% of the companies studied are optimistic · 受访企业普遍放缓在华投资步伐，66%的受访企
about the prospect of the Chinese market, a drop 业 表 示 2 0 2 3 年 有 在 中 国 进 行 实 际 再 投 资，该 比 例 相 较
of 4% from 2022, continuing the trend of decrease 2022年下降14%。
since the outbreak of COVID-19.
·4%的受访企业原计划2023年在华进行超过2.5亿
·China is ranked the number one priority in 美元再投资。我们的调查显示，2023年最终落实超过2.5
the global investment plans by approximately two 亿美元再投资的受访企业比例正好为4%。
fifths of the companies studied (39%), down by
1% from 2022, continuing the trend of decrease in ·2023年，62%的受访企业选择不向中国以外的国
recent years. 家转移投资。选择不撤资的美资企业比例最高，66%的美
资企业选择继续深耕中国市场。
·66% of the companies studied actually
reinvested in China in 2023, a decrease of 14%
compared with 2022, indicating a slowdown in
investment pace.
·4% of the companies studied had each
budgeted to reinvest US$250 million or more in
China in 2023. Our study shows that precisely the
same proportion of companies actually reinvested
that amount in the same year.
12
