上海美國商會：2022新冠疫情對企業的影響調研報告（16頁）.pdf

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1、AmCham Shanghai June Covid Impact Survey上海美國商會調研報告：上海美國商會調研報告：新冠疫情對企業的影響新冠疫情對企業的影響2022年年6月月|上海上海Survey HighlightsBetween June 7-9, AmCham Shanghai conducted a survey of its members to assess the impact of recent Covid lockdowns in Shanghai on foreign companies. The survey was answered by 133 member

2、companies, with 69 respondents from the manufacturing sector and 64 respondents from the consumer and services sectors. The key survey findings include: 93% of respondents have cut their revenue projections for the year. 25% of respondents expect revenues to be more than 20% lower than originally pr

3、ojected, while this figure reaches 36% for consumer and service companies. 25% of consumer and services companies have decreased their investment plans, as have 20% of manufacturing companies. Just one respondent plans to increase their investment in China.26% of manufacturers are accelerating the l

4、ocalization of their China supply chains while moving production of global products out of the country. 23% of manufacturers said that the Shanghai lockdowns had not impacted their supply chain strategy.Nearly three-quarters of respondents (74%) had no unexpected resignations of expatriate staff due

5、 to the recent lockdowns. Among manufacturers, 35% are operating at full capacity, 25% are operating at or below 75% capacity, and 3% have not resumed operations. Among consumer and service sector companies, only 27% are fully operational. Among respondents who are not yet operating at full capacity

6、, 71% need their workers to be allowed to move freely between home and the workplace while more than half (53%) need better coordination with neighborhood committees in order to return to full capacity.Only 9% of respondents have received economic support measures from the Shanghai government to hel

7、p them recover from the effects of the lockdowns, while an additional 19% have applied for support and are still waiting.調研概要調研概要2022年6月7日至9日期間，上海美國商會向會員企業發起了新一輪調研，旨在了解近期的上海疫情以及封控政策對在滬外資企業的影響。此次調研共收到133家會員企業的反饋（含69家制造業企業和64家消費品及服務業企業）。主要調研結果如下：93%的受訪企業下調了2022年的營收預期，其中25%的受訪企業的預計營收較年初下調20%以上；36%的消費品及

8、服務業企業的預計營收較年初下滑20%以上。25%的消費品及服務業企業與20%的制造業企業縮減了計劃投資規模。僅有一家受訪企業表示計劃增加在華投資；26%的制造業企業表示正在加速中國供應鏈本土化，將全球產品的生產轉移到國外。23%的制造業企業表示，上海的疫情封控管理措施并未影響其供應鏈戰略；近四分之三（74%）的受訪企業表示封控管理措施并沒有導致外籍員工的計劃外離職；35%的受訪制造業企業已全面恢復產能，25%的制造業企業產能仍未超過75%，3%的企業尚未復工。在受訪的消費品及服務業企業企業中，僅27%的企業已經全面恢復運營。在尚未實現全面復工復產的受訪企業中，71%的企業希望員工可以自由在工廠

9、和住宅小區間自由通勤，逾半數（53%）的企業表示（與）屬地政府（街道）的支持和良好溝通對全面復工復產很關鍵；僅9%的受訪企業表示申請并已獲得了市政府的助企紓困補貼；另有19%的受訪企業已申請助企紓困補貼，正在等待發放。Q1: How have you adjusted your revenue projections to account for the impact of recent Covid-related lockdowns in Shanghai and the YRD?近期上海及長三角地區的疫情封控管理措施對貴司今年的預計營收有何影響？近期上海及長三角地區的疫情封控管理措施對貴司

10、今年的預計營收有何影響？*Note: Due to rounding, some charts may not add up to 100%. 本次調研數據以四舍五入的方法精確至整數位，因此會出現個別總和高（低）于100%的情況。2%6%36%14%11%22%9%0%6%14%6%25%32%17%1%6%25%10%18%27%14%All 全體 (n=133)Manufacturing 制造業 (n=69)Consumer/Services 消費品/服務業 (n=64)Decreased yearly revenue projections by less than 5%下調少于5%De

11、creased yearly revenue projections by 5-10%下調5-10%Decreased yearly revenue projections by 11-15%下調11-15%Decreased yearly revenue projections by 16-20%下調16-20%Decreased yearly revenue projections by more than 20%下降20%以上No impact/maintain current revenue projections沒有影響/持平Increased yearly revenue proj

12、ections預計營收增長Q2: What impact have the recent Covid lockdowns in Shanghai had on your investment plans?本輪疫情引發的上海封控管理措施對貴司的投資計劃有何影響？本輪疫情引發的上海封控管理措施對貴司的投資計劃有何影響？*Note: Due to rounding, some charts may not add up to 100%. 本次調研數據以四舍五入的方法精確至整數位，因此會出現個別總和高（低）于100%的情況。2%25%25%19%30%0%17%20%31%32%1%21%23%25%

13、31%All 全體 (n=133)Manufacturing 制造業 (n=69)Consumer/Services 消費品/服務業 (n=64)Too early to predict/have not decided言時尚早/尚不確定Delayed investments延遲投資Decreased investments減少投資No impact/maintain current investment plans沒有影響/維持當前投資計劃Increased investments增加投資Q3: What impact have the recent Covid-related lockdo

14、wns in Shanghai had on your companys China operations strategy? Select all that apply.本輪疫情引發的上海封控管理措施對貴司的在華運營策略有何影響？（多選）本輪疫情引發的上海封控管理措施對貴司的在華運營策略有何影響？（多選）17%5%6%9%16%14%42%20%1%1%13%25%29%29%19%3%4%11%20%22%35%All 全體 (n=133)Manufacturing 制造業 (n=69)Consumer/Services 消費品/服務業 (n=64)No impact沒有影響Move so

15、me operations outside of China but maintain the majority in China保留在中國的大部分業務，將部分業務遷至海外Accelerate localization of China operations加快運營本土化Identify suppliers outside of China 識別/接洽海外供應商Move majority of operations outside of China in the near future在可預見的未來會將大部分業務遷出中國Move regional headquarters outside of

16、 China將地區總部遷出中國Other其他With the situation in Shanghai not yet stable and confidence taking a major hit, many respondents in this category are still reevaluating their strategies. 鑒于上海的疫情形勢仍未完全穩定，以及前期信心受到的嚴重打擊，此類別中的許多受訪企業仍在重新評估他們的運營策略。Q4: What impact have the Shanghai lockdowns had on your supply chai

17、n strategy? Select all that apply.本輪疫情引發的上海封控管理措施對貴司的供應鏈策略有何影響？（多選）本輪疫情引發的上海封控管理措施對貴司的供應鏈策略有何影響？（多選）20%0%7%12%9%16%26%22%23%19%1%6%11%11%14%16%17%36%All 全體 (n=133)Manufacturing 制造業 (n=69)No impact沒有變化Adopt a China +1 strategy where some factories and suppliers are moved to other Asian countries采取“中國

18、+1”策略將部分工廠和供應商轉移至其他亞洲國家Accelerate localization of supply chain in China, move production of global products outside of China加快中國供應鏈的本土化進程，將全球產品的生產環節轉移到中國以外Temporarily move warehouses and supplies outside of Shanghai暫時將倉庫和供應鏈遷出上海Identify suppliers outside of China for the long term識別/接洽海外供應商以長期合作Move

19、 or delay production of certain products outside of China將部分產品的生產遷至海外或延后Temporarily identify suppliers outside of China to fulfill orders臨時與海外供應商合作以完成訂單Permanently move warehouses outside of China將倉庫永久遷出中國Other其他Q5: How have the recent lockdowns in Shanghai impacted your HR strategy in China? Select

20、 all that apply.本輪疫情引發的上海封控管理措施對貴司的人力資源戰略有何影響？（多選）本輪疫情引發的上海封控管理措施對貴司的人力資源戰略有何影響？（多選）13%8%11%23%33%28%12%4%10%16%29%45%12%6%11%20%31%37%All 全體 (n=133)Manufacturing 制造業 (n=69)Consumer/Services 消費品/服務業 (n=64)No impact沒有影響Delayed planned hiring/secondments from other locations推遲雇傭/借調境外員工計劃Accelerated lo

21、calization plans加速本土化進程Moved foreign staff outside of China將外籍員工調離中國Raised benefits to attract/retain foreign staff加碼吸引/留任外籍員工Other其他Several respondents are conducting layoffs while others are still assessing the situation to see how market demand changes.在大部分企業仍在觀望評估，了解市場需求變化的同時，個別受訪企業已經開始了裁員的動作。Q6

22、: What percentage of your expatriate staff have unexpectedly resigned due to recent lockdowns?貴司外籍員工中出于本輪疫情封控管理措施而提出非計劃內離職申請的比例為：貴司外籍員工中出于本輪疫情封控管理措施而提出非計劃內離職申請的比例為：16-20%11-15%No unexpected resignations/all departures were planned.無非計劃內辭職/均在計劃內Less than 5%小于5%5-10%(n=133)Greater than 20%大于20%6%2%2%5

23、%10%74%All 全體全體(n=133)*Note: Due to rounding, some charts may not add up to 100%. 本次調研數據以四舍五入的方法精確至整數位，因此會出現個別總和高（低）于100%的情況。Q7: Has your company resumed operations and, if yes, at what capacity is your company currently operating?貴司是否已恢復生產經營？若是，產能貴司是否已恢復生產經營？若是，產能/經營活動的恢復程度為：經營活動的恢復程度為：*Note: Due t

24、o rounding, some charts may not add up to 100%. 本次調研數據以四舍五入的方法精確至整數位，因此會出現個別總和高（低）于100%的情況。3%9%11%19%31%27%3%0%12%13%38%35%3%5%11%16%35%31%All 全體 (n=133)Manufacturing 制造業 (n=69)Consumer/Services 消費品/服務業 (n=64)Yes, fully operational是；已全面恢復Yes, operating at 99-76% capacity是；99-76%的產能Yes, operating at

25、75-51% capacity是；51-75%的產能Yes, operating at 50-26% capacity是；26-50%的產能Yes, operating at 25-0% capacity是；0-25%的產能No, our company has not resumed operations尚未復工復產Q8: What measures are needed to allow your company to operate at full capacity?Select all that apply.若尚未全面復工，下列哪些措施有助于貴司全面恢復經營生產？（多選）若尚未全面復工

26、，下列哪些措施有助于貴司全面恢復經營生產？（多選）16%38%62%69%67%56%47%58%71%12%27%41%46%48%48%53%58%71%All 全體 (n=92)Manufacturing 制造業 (n=45)Allow workers to move freely between facilities and home保障員工在工廠和住宅小區間自由通勤Reduce quarantine requirements for engineers and other key overseas personnel that must travel to China降低對工程師等重

27、要來華海外員工的隔離要求Better coordination with neighborhood committees（與）屬地政府（街道）的支持和良好溝通Allow suppliers to restart operations供應商全面復工復產Better coordination between local governments in the Yangtze River Delta（與）長三角地方政府的支持和良好溝通Allow free movement of supplies to factories允許原料和商品自由運輸至工廠Reduce wait time at Customs

28、減少貨物進口通關時間Open warehouses開放倉庫Other其他Q9: How can the local government mitigate concerns about the impact of Covid lockdowns on your companys revenues? Select all that apply.哪些政策可以緩解因疫情封控措施對貴司預計營收造成的負面壓力？（多選）哪些政策可以緩解因疫情封控措施對貴司預計營收造成的負面壓力？（多選）1%53%62%79%81%86%87%None of above以上皆非Accelerate customs clea

29、rance process to allow goods to move more freely and quickly加快貨物清關流程，使貨物可以自由、快速流通Ensure that foreign companies have access to the same treatment, subsidies and programs as domestic companies保障外資企業可以享受與本土企業同等的補貼、項目等待遇Provide economic support in the form of rent subsidies, tax breaks, benefits for wor

30、kers, and removal of tariffs提供如：租金補貼、稅收減免、員工福利、取消關稅等經濟支持Provide more clarity and stability on government Covid policies to enable companies to better plan and increase consumer confidence提高防疫政策的清晰度與可預測性，使企業能更好地做提前規劃并提振消費者信心Adjust travel policies to decrease quarantine length, allow for home quaranti

31、nes, simplify travel requirements, and allow for more international flights調整人員入境管理措施：縮短隔離時間、允許居家隔離、簡化入境要求、增加國際航班數量Limit the usage of lockdowns to manage Covid outbreaks減少大范圍封控管理措施Limit the usage of lockdowns to manage Covid outbreaks減少大范圍封控管理措施Provide economic support in the form of rent subsidies,

32、 tax breaks, benefits for workers, and removal of tariffs提供如租金補貼、稅收減免、員工福利、取消關稅等經濟支持Provide more clarity and stability on government Covid policies to enable companies to better plan and increase consumer confidence提高防疫政策的清晰度與可預測性，使企業能更好地做提前規劃并提振消費者信心Adjust travel policies to decrease quarantine len

33、gth, allow for home quarantines, simplify travel requirements, and allow for more international flights調整人員入境管理措施：縮短隔離時間、允許居家隔離、簡化入境要求、增加國際航班數量Ensure that foreign companies have access to the same treatment, subsidies and programs as domestic companies保障外資企業可以享受與本土企業同等的補貼、項目等待遇Accelerate customs cle

34、arance process to allow goods to move more freely and quickly加快貨物清關流程，使貨物可以自由、快速流通None of above以上皆非All 全體全體 (n=133)Q10: What short-term economic support measures would be most helpful to your company to recover from the lockdowns? Select all that apply.哪些短期經濟援助政策有助于貴司從疫情封控措施造成的影響中恢復？（多選）哪些短期經濟援助政策有助

35、于貴司從疫情封控措施造成的影響中恢復？（多選）Waive/reduce utilities fees (water, electrical, sewage) 降低企業公共服務費用成本（補貼水費、電費、污水處理費等)Tax breaks稅收優惠Rental support租金減免Tax reduction or direct subsidies for Chinese public to stimulate consumption個人所得稅減免或發放現金補貼以提振消費One-off subsidies一次性現金補助Extension of benefits-in-kind non-taxatio

36、n treatment for foreign employees延長外籍員工的津補貼優惠政策Waive administrative fees行政事業性收費減免Waive social security benefits contributions for foreign employees減免外籍員工社保繳納金76%66%63%50%All 全體全體 (n=133)47%46%41%41%Q11: Has your company already enjoyed any economic support measures since the Covid lockdowns in Shang

37、hai?自上海實施疫情封控管理措施實施以來，貴司是否已經享受到政府補貼？自上海實施疫情封控管理措施實施以來，貴司是否已經享受到政府補貼？72%19%9%All 全體全體(n=133)No未申請到任何補貼Yes, applied but still waiting to enjoy已申請，仍在等待補貼發放Yes, already applied and enjoyed 已申請并已獲得補貼Q12: If yes, what economic support measures has your company already enjoyed or applied to enjoy? Select a

38、ll that apply.若是，貴司已享受到下列哪些紓困或補貼措施？（多選）若是，貴司已享受到下列哪些紓困或補貼措施？（多選）None of the above以上皆非14%3%3%5%8%8%8%11%30%38%43%None of the above以上皆非Access to low-interest loans提供低息貸款Transportation and housing subsidies for workers為員工提供交通和住房補貼Extension of benefits-in-kind non-taxation treatment for foreign employee

39、s延長外籍員工的津補貼優惠政策Waiving administrative fees行政事業性收費減免Tax reduction or direct subsidies for Chinese public to stimulate consumption減免個人所得稅或發放現金補貼以提振消費Waive social security benefits contributions for foreign employees減免外籍員工社保繳納金Waive or reduce utilities fees (water, electrical, sewage)降低企業公共服務費用成本（補貼水費、

40、電費、污水處理費等）One-off subsidies一次性現金補助Tax breaks稅收優惠Rental support租金減免Rental support租金減免Tax breaks稅收優惠One-off subsidies一次性現金補助Waive or reduce utilities fees (water, electrical, sewage)降低企業公共服務費用成本（補貼水費、電費、污水處理費等）Tax reduction or direct subsidies for Chinese public to stimulate consumption減免個人所得稅或發放現金補貼以

41、提振消費Waive social security benefits contributions for foreign employees減免外籍員工社保繳納金Access to low-interest loans提供低息貸款Extension of benefits-in-kind non-taxation treatment for foreign employees延長外籍員工的津補貼優惠政策Transportation and housing subsidies for workers為員工提供交通和住房補貼Waiving administrative fees行政事業性收費減免N

42、one of the above以上皆非(n=37)Q13: In the medium and long term, what economic stimulus policies would be the most helpful for your company to further grow and develop in the China market?中長期來看，哪些紓困刺激政策有助于貴司未來進一步發展和開拓中國市場？中長期來看，哪些紓困刺激政策有助于貴司未來進一步發展和開拓中國市場？43%38%20%All 全體全體(n=133)Stimulus policies for ent

43、erprise expansion, e.g., companies that achieve business growth at a certain level, expand capital commitment to the China market, obtain high-tech or new IP related certifications, etc.向符合條件的企業定向提供紓困政策或補貼，如：1. 實現一定程度的業務增長的企業；2. 擴大在華資本投入的企業；3. 獲得高新技術認定或新的知識產權認證的企業等Other policies其他政策Stimulus policies

44、 for enterprise consumption, e.g., subsidies to consume/purchase certain industrial products, manufacturing equipment, R&D equipment, high-tech products, etc.對企業的消費類刺激政策，如對企業消費/購買部分工業產品、制造設備、研發設備、高科技產品等給予補貼Additional suggestions include 其他建議包括其他建議包括: Better market access and equal treatment for fore

45、ign and local products 進一步放開市場準入，并保障內外資企業的產品得到平等對待 Equal treatment for private and state-owned companies 對國有企業與民營企業一視同仁 Clearer macroeconomic guidance and Covid management policies 提高宏觀經濟指導和防疫政策的清晰度 Easier domestic travel 更便利的本土差旅*Note: Due to rounding, some charts may not add up to 100%. 本次調研數據以四舍五入的方法精確至整數位，因此會出現個別總和高（低）于100%的情況。