Page 12 - 2024 Special Report on the State of Business in South China
P. 12
Key Takeaways ?³é?è¦??
Key takeaways of this report are as below: ???????³é?è¦??å¦??ï¼?
·26% of the companies studied gain over 60% ·26%???访ä?ä¸?¡¨ç¤ºè?è¿????????????????
of their global revenue from China, a drop of 14% ?¥è?ä¸??ï¼??æ¯???¸è?2022å¹´ä???14%??
from 2022.
· 88%???访ä?ä¸?¡¨ç¤ºå·²?¨ä¸?½å??°ç??©ï??¶ä¸
·88% of the companies studied have already 46%表示已å??°ç??©ä?è¾¾å?é¢??????°å?????©ç?ç¾??
made profits in China, among which 46% reported to ä¼??é«?¾¾ä¹??ï¼?90%ï¼???
have met their budget expectations. 90% of American
companies have achieved profitability in China. ·60%å°??å®???¨å???????访ä?ä¸??计å??¨ä¸¤å¹?
????°ç??©ï?15%???为å??°ç??©æ????¶é?å°??è¿??å¹´ã??
·60% of the companies studied that have yet to
make profits in China expect to achieve profitability · ?»ä????ï¼??访ä?ä¸??为å?ä¸???½è?å¾??é«????
within two years, while 15% believe that it will take èµ???¥ç???????访ä?ä¸??80%ï¼?¡¨ç¤?2023å¹´å????»ä???
over six years to reach that goal. èµ???¥ç?为æ??¼æ?è¾?¤§æ£å?¼ï?该æ?ä¾??é«?????ä¸?¹´??
ï¼?2020å¹´è?2022å¹´ï????????????¹³???¼ï?74%ï¼??????
·Generally speaking, companies studied ???ä¼??ï¼?51%ï¼??为ç?è¾?????»ä???????????¶å???
believe that they enjoy a high rate of return on ?»ä??????????ä½³ã??
investment (ROI) in China. 80% of the participating
companies report that their overall ROI in China is · 62%???访ä?ä¸??ä¸??å¸????????ä¹????º¦ï¼?
positive or very positive, a proportion far higher 该æ?ä¾??è¾?2022å¹´ä???4%ï¼?»¶ç»??????????»¥?¥é??¹´
than the average positive ROI (74%) during three ä¸??????¿ã??
years of the pandemic (2020 to 2022). Compared
with their overall return on global investment, over ·çº?????äº?????ä¼??ï¼?39%ï¼??ä¸????¸º?¶å???
half of the companies studied (51%) believe that ???计å?ä¸??é¦??ï¼??æ¯???¸è?2022å¹´ä???1%ï¼?»¶ç»??
their overall ROI in China is better. è¿?¹´?¥ä???????è¶????
·62% of the companies studied are optimistic · ???ä¼??????¾ç??¨å????æ¥ä?ï¼?66%???访ä?
about the prospect of the Chinese market, a drop � � � 2 0 2 3 � ?? ?? � ?? � � � ?? ?? ?? �?� � � ?? �
of 4% from 2022, continuing the trend of decrease 2022å¹´ä???14%??
since the outbreak of COVID-19.
·4%???访ä?ä¸??计å?2023å¹´å????è¡??è¿?2.5äº?
·China is ranked the number one priority in ç¾?????èµ????ä»??è°???¾ç¤ºï¼?2023å¹´æ?ç»??å®??è¿?2.5
the global investment plans by approximately two 亿ç??????????访ä?ä¸??ä¾??好为4%??
fifths of the companies studied (39%), down by
1% from 2022, continuing the trend of decrease in ·2023å¹´ï?62%???访ä?ä¸????ä¸??ä¸??以å????
recent years. 家转移æ?èµ??????ä¸??èµ??ç¾??ä¼??æ¯????é«??66%???
èµ??ä¸????ç»§ç»æ·±è??¸?½å??ºã??
·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: ???????³é?è¦??å¦??ï¼?
·26% of the companies studied gain over 60% ·26%???访ä?ä¸?¡¨ç¤ºè?è¿????????????????
of their global revenue from China, a drop of 14% ?¥è?ä¸??ï¼??æ¯???¸è?2022å¹´ä???14%??
from 2022.
· 88%???访ä?ä¸?¡¨ç¤ºå·²?¨ä¸?½å??°ç??©ï??¶ä¸
·88% of the companies studied have already 46%表示已å??°ç??©ä?è¾¾å?é¢??????°å?????©ç?ç¾??
made profits in China, among which 46% reported to ä¼??é«?¾¾ä¹??ï¼?90%ï¼???
have met their budget expectations. 90% of American
companies have achieved profitability in China. ·60%å°??å®???¨å???????访ä?ä¸??计å??¨ä¸¤å¹?
????°ç??©ï?15%???为å??°ç??©æ????¶é?å°??è¿??å¹´ã??
·60% of the companies studied that have yet to
make profits in China expect to achieve profitability · ?»ä????ï¼??访ä?ä¸??为å?ä¸???½è?å¾??é«????
within two years, while 15% believe that it will take èµ???¥ç???????访ä?ä¸??80%ï¼?¡¨ç¤?2023å¹´å????»ä???
over six years to reach that goal. èµ???¥ç?为æ??¼æ?è¾?¤§æ£å?¼ï?该æ?ä¾??é«?????ä¸?¹´??
ï¼?2020å¹´è?2022å¹´ï????????????¹³???¼ï?74%ï¼??????
·Generally speaking, companies studied ???ä¼??ï¼?51%ï¼??为ç?è¾?????»ä???????????¶å???
believe that they enjoy a high rate of return on ?»ä??????????ä½³ã??
investment (ROI) in China. 80% of the participating
companies report that their overall ROI in China is · 62%???访ä?ä¸??ä¸??å¸????????ä¹????º¦ï¼?
positive or very positive, a proportion far higher 该æ?ä¾??è¾?2022å¹´ä???4%ï¼?»¶ç»??????????»¥?¥é??¹´
than the average positive ROI (74%) during three ä¸??????¿ã??
years of the pandemic (2020 to 2022). Compared
with their overall return on global investment, over ·çº?????äº?????ä¼??ï¼?39%ï¼??ä¸????¸º?¶å???
half of the companies studied (51%) believe that ???计å?ä¸??é¦??ï¼??æ¯???¸è?2022å¹´ä???1%ï¼?»¶ç»??
their overall ROI in China is better. è¿?¹´?¥ä???????è¶????
·62% of the companies studied are optimistic · ???ä¼??????¾ç??¨å????æ¥ä?ï¼?66%???访ä?
about the prospect of the Chinese market, a drop � � � 2 0 2 3 � ?? ?? � ?? � � � ?? ?? ?? �?� � � ?? �
of 4% from 2022, continuing the trend of decrease 2022å¹´ä???14%??
since the outbreak of COVID-19.
·4%???访ä?ä¸??计å?2023å¹´å????è¡??è¿?2.5äº?
·China is ranked the number one priority in ç¾?????èµ????ä»??è°???¾ç¤ºï¼?2023å¹´æ?ç»??å®??è¿?2.5
the global investment plans by approximately two 亿ç??????????访ä?ä¸??ä¾??好为4%??
fifths of the companies studied (39%), down by
1% from 2022, continuing the trend of decrease in ·2023å¹´ï?62%???访ä?ä¸????ä¸??ä¸??以å????
recent years. 家转移æ?èµ??????ä¸??èµ??ç¾??ä¼??æ¯????é«??66%???
èµ??ä¸????ç»§ç»æ·±è??¸?½å??ºã??
·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

