2023年度中国商务环境调查报告

CHINABUSINESSCLIMATESURVEYREPORT 中国商务环境调查报告 US-CHINABUSINESSTHENEXTHUNDREDYEARS 2 0 2 3 CONTENTS目录 主席致辞 投资前景 02Chairman'sMessage2.2InvestmentOutlook32 概述 商业环境 04ExecutiveSummary3BusinessEnvironment43 2023年调查方法 投资环境 142023SurveyMethodology3.1InvestmentEnvironment45 绩效速览 人力资源 191.PerformanceSnapshot3.2HumanResources67 商业运营和经营目标 创新和知识产权 30 86 282.BusinessOperationsandGoals3P.r3oIpnenrotyvaRtiigohntsandIntellectual76 2O.p1pGorrotwunthitiOeustlookand增长前景与机遇 4.ImpactofBilateralRelations中美关系的影响 Chairman'sMessage TheAmericanChamberofCommerceinthePeople’sRepublicofChina(AmChamChina)wasfoundedinBeijingin1919,andhaslongbeenanadvocateforastableandbalancedUS-Chinacommercialrelationship.Thewiderbilateralrelationshipcontinuestohaveadirectandprofoundimpactonglobalpeaceandprosperity,andChinaisanimportantmarketformanyAmericancompanies. OurmembersappreciatethecloseattentionthatUSandChinesepolicymakerspaytoourannualChinaBusinessClimateSurvey(BCS)Report.This,togetherwithourWhitePaper,arethekeymechanismsthatweusetoofferconstructiverecommendationstobothcountriesastheyworktowardsgreatermutualunderstandingandsuccessfulresolutionofconcerns. WhileUS-Chinatradehascontinuedtogrowthroughoutthepandemic,bilateralrelationshavebecomeincreasinglycomplexfortheAmericanbusinesscommunityinChinatonavigate.Lastyearwasparticularlychallengingforourmembercompanies,astheydealtwithChina’seconomicslowdown,Zero-COVIDcontrols,andongoingeffortstoensurecompliancewithvariousnewUSandChina-relatedregulations. Forthe25thannualeditionofourChinaBusinessClimateSurvey(BCS)Report,oneofthekeybarometersofthesentimentoftheAmericanbusinesscommunityinChina,wearedelightedtohavepartneredwithPwCforexecutionandanalysis.AlthoughChina’sZero-COVIDpolicyendedshortlyafterthebulkofthedataforthisreportwascollected,subsequentmembershipsurveysandengagementsreinforcethefollowingkeythemes: •Membersreportedaslightlymorepessimisticfinancialoutlookcomparedtopreviousyears:In2022,34%ofmembersestimatedtheirrevenuewouldbelowerthan2021.However,despitethepandemic-relatedrestrictions,another32%ofmemberspredictedtheirrevenuewouldgoup.While2021sawatrendtowardnormalizationoffinancialexpectations,theshocksofthepastyearhaveledtoresultswhichlooksimilarto2020whentheinitialpandemicimpactswereexperiencedbycompanies. •Chinaisnolongertheprimaryinvestmentdestinationitoncewas:Thisyear,lessthanhalfofourmembercompaniesrankChinaasatopthreeinvestmentpriority,markingasignificantshiftforthefirsttime.45%ofmembersnotedthatChina'sinvestment environmentisdeteriorating,up31percentagepoints(pp)fromlastyearandthehighestpercentageofmemberstorespondthiswayinthelastfiveyears. •Themajorityofmembersarenotconsideringrelocatingtheirsupplychain:ManyofourmembercompanieshavebeeninChinafordecadesandthemajorityofthemcontinuetohavealong-termcommitmenttotheChinamarket.However,thereisa10ppincreaseinthenumberofcompaniesconsideringoralreadystartingtorelocatetheirmanufacturingandsourcingoutsideofChina.Riskmanagement andUS-Chinatradetensionsweretwoofthetopthreereasonscitedbymembersfordoingso. •Tensebilateralrelationshipcontinuestostokeuncertaintyinbusinessdecisionmaking:HalfofourmembercompaniesarepessimisticaboutthefutureofUS-Chinarelationsinthecomingyearwiththree-quartersofmembersreportingthattheircompanieshavebeenimpactedbytradetensions.ApositivebilateralrelationshipisextremelyimportanttomembercompanybusinessesinChinaandmanyhopethatfuturetradenegotiationswillresultinmoreopenChinesemarketsandalevelplayingfieldforforeign-investedenterprises. •AmChamChinamemberslookingforwaystosupportthecooperativeagenda:Eight-in-tenofourmembercompaniesreportthattheyhaveanEnvironmental,Social,andGovernance(ESG)strategy inChina.Inadditiontoincreasingbrandvalueandaligningwithheadquarters’initiatives,42%ofmembersbelievethatimplementingESGprogramscanhelptalentacquisitionandretention. ThedataincludedinthisreportprovidesanaccurateandnuancedviewoftheexperiencesthatourmembercompaniesarehavingonthegroundinChina.Withthebordersnowre-openedforbusiness,ourmembercompanieslookforwardtodeeperin-personcommunicationacrosstheboard,amidcontinuinghopethatthetwogovernmentscanaddressandconstructivelyresolveoutstandingissues. ColmRaffertyChairman,AmChamChina March2023 自倡导中稳国定美而国平商衡会的于中19美1经9年贸在关北系京。成中立美以关来系，对一全直球致和力平与于繁国市荣场有至着关直重接要且。深远的影响，对于许多美国企业而言，中 相互理解和成功解决问题的重要抓手。 我商们务的环会境员调企查业报非告常的感密谢切中关美注。两作国为政商策会制重定要者的对政商策会谏年言度机是我制们，向该中报美告两与国中政国府美提国供商富会有“实美质国性企建业议在、中进国一白步皮加书深” 尽系使管在华新运冠营疫的情美期国间企，业中的美运双营边环贸境易更持加续复增杂长。，2但0双22边年关，中在华国美经国济企放业缓遭、遇疫了情前防所控未和有中的美挑两战国。新的合规要求叠加， 今写年衡，量我在们华非美常国高企兴业再意次见与重普要华指永标道的合第作2，5期共中同国研美究国和商撰会时《间为中国20商22务年环1境0调月查中报旬告至》1。1此月次中报旬告。向随会着员中征国求疫意情见防控营情措况施。在今去年的年调末查调报整告，中我包们括持了续以跟下进重了要会议员题企业：在华运 年水平。 •与20往22年年相，比3，4%会的员会企员业对预在估华营整收体将营低商于环2境02略1显年悲水观平。：然员而企，业尽预管计受盈到利新将冠增肺加炎。疫20情21的年冲，击会，员仍企有业3曾2%表示的在会华防财控务措表施现的趋冲于击疫，情会前员水企平业整；但体财20务22表年现受跌到落新至冠2疫02情0 分点，是过去五年中该选项的最高比例。 •中年，国不作到为首半要数投的资会目员的企地业的将企中业国比列例为正前在三下大降投资：2目02的2地业表之示一中，国是的首投次资出环现境的正重在大恶转化变，。同45比%上的涨受了访3会1员个企百 主席致辞 •大员多企数业会在员华企深业耕并数未载考，虑仍转坚移守供在应华链运：营我承们诺的。许但多是会，自至中新国冠境疫外情的以企来业，比考例虑首或次已增经加开了始1将0生个产百和分采点购