美国商会中国分会对新冠肺炎业务影响的快速调查结果（英）-中国美国商会-2022.5-24页_454kb

AmCham China Flash Survey on COVID-19 Business Impact (May 2022)

Core Content

AmCham China conducted a Flash Survey in May 2022 to assess the impact of the recent COVID-19 outbreak on the American business community in China. The survey followed an earlier April 2022 Flash Survey and was distributed to 121 companies operating throughout China. The survey focused on several key areas including supply chain disruptions, investment decisions, revenue projections, and talent retention challenges.

Main Survey Categories

Survey respondents were divided into the following categories:

• Consumer (n=32): Includes sectors like consumer products, retail, healthcare services, education, media, and hospitality.
• Resources & Industrial (n=28): Covers agribusiness, automotive, machinery, oil & gas, and other industrial sectors.
• Services (n=22): Encompasses financial services, real estate, transportation, and other service industries.
• Technology and R&D-intensive Industries (n=33): Includes aerospace, healthcare products, and technology/telecom sectors.
• Other (n=6): Encompasses social and public sector, environmental services, and think tanks.

Key Findings

Overall Impact

• 100% of respondents reported an impact from China's policies regarding the recent outbreak.
• The primary factors cited include disruptions in transportation, reduced production capabilities, and the ongoing "Dynamic zero-COVID" policy.

Investment Impact

• 52% of respondents have either delayed or decreased investments due to the outbreak.
• This figure increased by 6% from the April survey.
• The Tech and R&D sector reported the highest expected impact on investments, with 82% expecting delayed or decreased investments.
• 62% of the Service sector and 50% of the R&D sector respondents also said it is too early to predict the impact on investment plans.

Production and Revenues

• 59% of respondents reported slowed or reduced production due to employee shortages, supply chain issues, or lockdowns.
• 58% of respondents have decreased 2022 revenue projections, up from 54% in the April survey.
• 51% of respondents expect a loss of expatriate staff if current restrictions continue.

Foreign Staff and Talent Retention

• 49% of respondents indicated that foreign talent is either significantly less likely to relocate or refusing to do so due to the "Dynamic zero-COVID" policies.
• 82% of respondents cited uncertainty about the length of quarantine and lockdowns as the main reason for this trend.
• 37% of respondents said foreign talent is significantly less likely to relocate to China or is seriously reconsidering staying.
• 12% of respondents said foreign talent is refusing to relocate and is making permanent exit plans from China.
• 52% of respondents reported a reduction of less than 10% in foreign staff, while 25% said the reduction was over 30%.

Satisfaction with China's COVID-19 Management

• 46% of respondents expressed satisfaction with China’s contact tracing efforts.
• 82% were dissatisfied with the length of quarantines.
• 77% were dissatisfied with travel restrictions and conditions.
• These levels of dissatisfaction are consistent with the April survey results.

Supply Chain Disruptions

• 61% of respondents reported that supply chain disruptions were the primary challenge caused by the outbreak.
• 12% found recent policy measures to stabilize supply chains and ease transportation requirements effective.
• 56% reported ongoing negative impacts from supply chain issues, despite policy efforts.
• Companies with Shanghai operations showed the least improvement, with 60% stating that recent policies had no-to-little impact on business recovery.

Top Challenges and Recommendations

• HR challenges and supply chain instabilities are the top concerns across all sectors.
• Resolution of travel-related challenges was highlighted as a top recommendation for improving China’s COVID-19 management.
• Recommended actions include simplifying travel requirements, reducing quarantine lengths, and allowing vaccinated individuals to bypass quarantine.

Summary of Sector-Specific Impacts

Conclusion

The survey highlights a continued decline in confidence among the foreign business community in China due to the ongoing impact of the "Dynamic zero-COVID" policies. Supply chain disruptions and HR challenges remain the most pressing concerns, while travel restrictions and quarantine policies are widely criticized. Despite recent policy measures, many companies still face significant operational and financial challenges, with a notable portion of respondents expecting long-term negative impacts on investments and talent retention.