“动态清零”政策加剧影响在华法国企业的业务运营

!"#$%&'()*+,-,,./0从9 月2日到9月14日303名受访者!"#$%&'()*+,-./01232456 !"#$%&'()*+,-./0*123456789:;<=>.?@AB法国在中国拥有2100多家企业子公司，雇用员工近44.5万人，就企业数量而言，法国是欧洲在华的第一大投资国。拥有1600名会员的中国法国工商会（CCIFRANCECHINE）自1992年以来一直努力维护上述企业的利益。继2022年5月发布法国在华企业经营调查报告后，中国法国工商会于今年9月2日至14日再次对其会员企业进行了调查。303家企业对该调查作出了回应。•自今年初以来，中国的疫情使许多城市出现部分或整体封控，对中国形象造成了影响（据79%的受访企业），并对大多数（58%）在华法国企业子公司的投资战略产生了影响；16%的受访企业（与5月份比例相同）甚至考虑减少其在华业务。43%的企业不打算在未来三年内新增在华业务（5月份为27%）。因此中国政府的卫生防疫政策业已成为较以往任何时候都更能决定法国企业投资战略的变量（89%，5月份为80%），远超国际合规问题（16%）这一变量。•大量企业的盈利受到一定冲击（61.6%）。•会员企业也更多地受到中国经济放缓的影响，经济放缓正日益影响其在华投资的决定（54%，5月份为49%）。•尽管70%的企业称其需要外籍员工以经营在华业务，但超过半数的受访企业表示其员工队伍中的外籍员工比例下降；仅1%的企业外籍员工比例上升。•吸引外国人才遇到的首要问题是来华外籍人员的青黄不接（66%），其次是入境防疫限制措施（58%，春季时为65%）和外籍员工的人力资源成本（26%）。•法国企业呼吁中方采取以下措施放宽来华入境政策，这与动态清零政策并不矛盾：o缩短入境隔离时间（82%）并改善隔离条件（64%）。o终止阳性病例强制住院治疗机制，给予其居家自愈的选项（80%）。o增加航班频次（87%）；终止导致不可预测的航班取消的“熔断机制”（76%）。上述最新调查证明，法国企业在华遇到的困难依然存在。因此，越来越多的在华企业正在重新考虑，在这种不乐观的情况下放缓对这个国家投资新的项目。尽管今年夏天中国的入境限制有所放宽，但法国企业仍然很难吸引到外籍人才。疫情期间以牺牲经济活动为代价来加强防疫措施，其造成的不确定性或将损害中国在全球价值链中的中心地位。中国法国工商会特此呼吁中方尽快采取措施，为外籍人士来华提供便利，并重申法国企业希望看到中国制定一项计划，尽快走出动态清零的政策。为使法中两国的贸易和双向投资得以维持和发展，透明、可预期和公平的营商环境必不可缺。 Profile of respondents2.5%2.8%3.2%3.5%3.9%3.9%5.3%5.6%6.3%7.0%7.4%7.7%9.9%13.4%16.5%24.3%0%5%10%15%20%25%30%Hospitality / TourismEducationTra nsports & Log is tic sHealth & MedicalBank & FinanceE- Comme rceIT & SoftwareConstructionDigital Agency & MarketingAutomotiveOthe rDistribution & ImportAgro, Food, Wine...Services to companiesConsultingIndustrySector Profile of respondents29.6%34.5%16.2%6.3%7.7%5.6%0%5%10%15%20%25%30%35%40%0-10 employees11-100 employees101-500 employees501-1000 employees1001-5000 employees> 5 00 0 employe esNumber of employees in China24.3%16.2%13.0%8.8%13.4%24.3%0%5%10%15%20%25%30%0-10 employees11-100 employees101-500 employees501-1000 employees1001-5000 employees> 5 00 0 employe esNumber of employees worldwide Profile of respondents33.5%71.5%34.5%9.9%7.0%Company locationNorth ChinaEa st ChinaSouth ChinaWest ChinaOthe r Economic situation5.3%16.5%27.8%21.5%23.6%5.3%0%5%10%15%20%25%30%Decrease of 80%Decrease of 50%Decrease of 20%UnchangedIncreaseNo visibilityExpected turnover in 202214.1%16.5%33.5%52.1%61.6%0%20%40%60%80%Debtors defaulting paymentOthe rDebtors delaying paymentRising costsProfit marginOther financial indicators impacted by the zero-Covid policy Challenges and responses3.5%13.0%22.9%34.9%38.4%39.8%57.4%68.3%0%10%20%30%40%50%60%70%80%Othe rProductionCommitment of local employeesCommitment of foreign employeesSupply chainCash flowWeakening demandLess business tripsHurdles preventing the return to business as usual9.9%20.1%21.5%21.8%32.4%37.3%0%10%20%30%40%Funding requestsSupply chain agreement renegotiationsPayment deadlines extensionsRent reductionsContract renegotiationsNo mea suresMeasures taken with commercial partners to face the challenges6.0%20.8%29.9%40.8%43.3%0%5%10%15%20%25%30%35%40%45%50%Exiting the Chine se ma rketLayoffsNo mea suresSpendings on haltReassessment of future inv estmentsMeasures taken internally to face these challenges Perception of China and impact on investments31.3%47.5%16.9%3.5%0.7%0%5%10%15%20%25%30%35%40%45%50%Significant deteriorationDeteriorationNo cha ng eImprovementSignificant improvementEvolution of the company’s perception of China –Autumn 20228.1%33.8%58.1%0%10%20%30%40%50%60%70%Yes, positiveNoYes, negativeDoes this change affect your investment decisions? Outlook9.5%15.8%22.9%26.1%42.6%18.1%15.7%37.0%31.5%26.8%0%5%10%15%20%25%30%35%40%45%JV creationDownsizingMore investmentsAcquisitions or expansionNo development plannedPresence in China for the next three yearsSpring 2022Autumn 2022Investmentstrategy11.3%16.2%23.9%53.9%87.7%15.3%18.0%27.0%48.6%80.2%0%20%40%60%80%100%Data regulationInternational complianceMarket restrictionMacro-economic factors(s low ing down of the Chine se e conomy)COVID-19 (zero-COVID policy)Main factors impacting the investment strategySpring 2022Autumn 2022 Human resources69.7%30.3%Do you require expatriate employees to run your business efficiently ?YesNo76.1%12.0%7.0%4.9%86.4%6.8%3.8%3.0%0%20%40%60%80%100%0-10%11-20%21-50%51–100 %Share of expatriate staff in ChinaSpring 2022Autumn 2022 Human resources48.5%36.3%51.5%63.7%0%10%20%30%40%50%60%70%80%90%100%Replacement of foreigners with local employeesYesNo29.6%20.1%49.3%1.1%0%10%20%30%40%50%60%Significantly decreaseSlightly decreaseNo cha ng eSlightly increaseChange in expatriate staff since the Covid-19 pandemicSpring 2022Autumn 2022 Human resources2.9%19.4%26.2%35.0%58.3%66.0%2.9%42.0%37.7%43.5%65.2%65.2%0%20%40%60%80%Othe rNeed for fluid communica tion w ithChinese clients and partners ( including Gove rnme nt A ge nc ies )CostPreference for Chinese talentsEntry res trictions into China due to CovidDifficulties attracting expatriate staff to ChinaReasons behind the replacement of expatriate staffSpring 2022Autumn 202247.2%64.1%76.4%78.1%80.5%82.2%87.3%0%10%20%30%40%50%60%70%80%90%100%Ea se of visa iss uanceImprovement of quarantine conditionsNo flight ca