Page 44 - 2024 Special Report on the State of Business in South China
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Amajority of the companies studied are 大部 分 受 访 企 业 对 中 国 市 场 的 增 长 持 乐 观
optimistic about the growth of the Chinese 态度。76%的受访企业计划2024年在中国
market. 76% of the companies studied plan to 进行再投资,相较2022年上升了1%。按照受访企业的
reinvest in China in 2024, a rise of 1% compared 来源国进行对比,89%的中资企业(同比上升14%)和
with 2022. When categorized by countries, 89% 63%的美资企业(同比下降5%)表示在2024年有在
of Chinese companies (up by 14%) and 63% of 华再投资计划,而其他企业这一比例仅为11%,相较
American companies (down by 5%) have plans 2022年暴跌71%。
for reinvestment in China in 2024, while the
proportion is only 11% for other companies, a 大部分受访企业(77%)未来一年在华预算再投资
substantial fall of 71% compared with 2022. 主要集中在较低额度(1000万美元以下),在华预算再
投资额超过2.5亿美元的受访企业比例仅占3%,这表
A sizeable number of the participating 明受访企业对未来在华投资仍然维持谨慎态度。按照
companies (77%) plan to reinvest with a low 受访企业的来源国进行对比,计划2024年再投资超过
quota (less than US$10 million) in the coming 2.5亿美元项目的中资企业和其他企业比例均下降至
year. Only 3% will reinvest in projects involving 3%,而美资企业这一比例上升至4%。值得注意的是,
US$250 million or more, indicating continued 美商会2023年2月27日发布的《2023年华南地区经济
caution towards future investment in China. 情况特别报告》显示,没有任何一家美资企业有高额度
When categorized by countries, the proportion 再投资计划(超过2.5亿美元)。此后五个月于8月2日发
of Chinese companies and other companies 布的《年中报告:新冠疫情防控政策变动的影响》显示,
that have budgeted US$250 million or more for 该比例上升至1%。
reinvestment in China in 2024 has each dropped
to 3%. The proportion for American companies
has increased to 4%. It’s noteworthy that according
to the 2023 Special Report on the State of Business
in South China released by AmCham South China
on February 27th, 2023, no American companies
had plans for high-volume reinvestments (US$250
million or more). The Mid-Year Report on Impact
of COVID Policy Change released five months later
on August 2nd shows that the proportion has
increased to 1%.

Figure 45. Plan for Reinvesting in China in 2024 (by Origins of Companies)
图表 45. 2024年在华再投资计划(按照国家来源划分)

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