中美脫鈎?你有你講,我有我做


  • Citi

    早就話因爲沉沒成本,美國佬唔會輕易撤資(何況暫時仲有錢賺);最近上海美國商會份報告果然印證呢一點 :lomore-eating:

    2020-09-10 星島日報 七成受訪在華美企 不願撤離中國(睇下面英文原文似乎係近八成,78.6%)

    上海美國商會對三百多家在華投資美國公司的調查顯示,超過七成在中國有生產活動的美國公司,不理會美國總統特朗普跟中國「脫鈎」要求,無意將生產線搬回美國。

    上海美國商會和普華永道周三聯合在上海發布《上海美國商會2020年中國商業報告》稱,在超過二百家在中國有生產活動的受訪(美國)企業中,百分之七十點六表示不會將生產環節遷出中國;只有少於百分之四將一些生產設施搬回美國。此外,百分之七十八點二受訪在華美國企業去年實現盈利,近半數受訪企業表示其去年在華營收增長高於其在全球的營收增長。

    報告稱,儘管百分之四十九點二的受訪企業預計其今年在華營收將低於去年同期水平,卻同時有百分之三十二點五的企業認為其今年在華營收將高於去年同期。


    AmCham Shanghai Releases 2020 China Business Report

    份調查今年7月中做完,涉及346間公司
    AmCham Shanghai released its bilingual 2020 China Business Report on September 9, one of the longest running surveys of US business in China. This year’s survey was conducted between June 16 and July 16, 2020, and reflects the views and insights of 346 members. It measured trends in company performance, investment, the revenue impact of COVID-19, supply chain and sourcing movements, staff retention in light of US-China relations, as well as Chinese companies’ competitive advantages. The survey was conducted with the support of PwC China.

    七成八企業表示舊年有得賺,不過近半覺得今年會賺得少過舊年;但係仍然有超過三成覺得今年賺得多過舊年
    This year’s report shows that despite a rise in US-China tensions and a slowing economy in 2019, American businesses in China remained profitable, with 78.2% of companies reporting profits last year, marginally ahead of recent years. However, the global COVID-19 pandemic outbreak in early 2020 has impacted investment plans as well as profit expectations for the rest of the year. Nearly half (49.2%) of companies expect their China revenues to be lower than 2019 revenues, although a surprising 32.5% of companies expect 2020 revenues will be greater than in 2019.

    七成八受訪企業表示唔會改變投資,比舊年增加5.1%;不過唔夠三成話會追加投資,而舊年就有近半企業話會追加
    Companies remain committed to the China market, with 78.6% of companies reporting no change in their investment allocations, a 5.1 percentage point increase compared to 2019. However, the percentage of those planning to increase their investment in China dropped from 47.2% in 2019 to 28.6% this year. One reason for the lower investments may be the mounting US-China trade tensions, which 26.9% of respondents expect to last indefinitely.

    企業表示中國監管環境持續改善,特別係牌照易攞過以前 :lidog-fbi: 不過仍有過半企業擔心知識產權保護同執法
    China’s regulatory environment continues to improve, particularly in areas such as obtaining required licenses, which this year 40.6% of companies said was difficult, down from 56.7% last year. Lack of IP protection and enforcement remain a top concern for members, with 53.6% of respondents citing it as a hindrance.


  • Citi

    @恆智德脫鈎?你有你講,我有我做 入面講:

    This year’s survey was conducted between June 16 and July 16, 2020. Companies remain committed to the China market, with 78.6% of companies reporting no change in their investment allocations.

    6月16--7月16日調查,仍有近八成公司表示唔會撤資

    當時龐佩奧都未發表終極滅共宣言
    不過6月24有國安顧問O'Brien針對中共意識形態同狼子野心發表第一篇演説
    7月7有FBI局長演講指控中共進行大規模間諜活動竊取商業機密



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