2018年商业信心调查（英文版）_19页_988kb

报告摘要

AmCham Hong Kong 2018 Business Sentiment Survey Summary

Core Content

The AmCham Hong Kong 2018 Business Sentiment Survey is the first in a new annual series aimed at understanding the concerns, hopes, and expectations of Hong Kong's international business community. Conducted in partnership with Ipsos Business Consulting, the survey provides insights into the current business climate, the role of Hong Kong as a global commercial hub, and its strategic position in the context of the Greater Bay Area (GBA).

Main Points and Findings

Hong Kong's Position as a Global Business Hub

70% of respondents believe Hong Kong retains its core attraction as a global business hub.
The city is valued for its deep pool of world-class professional services and connectivity to China and other Asian markets.
Government transparency, rule of law, free flow of information, and business-friendly policies (e.g., low tax regime) are the most important factors behind Hong Kong's status as an international business center.
Availability of talent is also a key concern, with many respondents seeing it as a critical enabler of business success.

Concerns Over Governance and Rule of Law

There are clear concerns about the integrity of the One Country, Two Systems framework and the rule of law, with over 50% of respondents believing they have been eroded.
Some members feel that the erosion is just a media perception, while others remain worried.
The bureaucratic mindset is seen as a potential threat to Hong Kong's competitive edge, especially in the context of the smart city race.

Business Environment and Costs

26% of respondents felt Hong Kong's business environment was getting worse, compared to 19% who felt it was improving.
Operating costs were not a major concern for most respondents, despite Hong Kong being one of the world's most expensive property markets.
Talent recruitment and cost efficiency are seen as important considerations, with some companies looking to tap into a cheaper talent pool in the GBA.

Greater Bay Area (GBA)

70% of respondents were positive about the impact on revenue from operating in the GBA, with over 25% being "very optimistic."
Over half of respondents already have an office presence in the GBA outside of Hong Kong.
Only 14% of respondents said their companies had plans to expand in the GBA.
The main attractions of GBA expansion include access to a large consumer base (67 million), market expansion opportunities, and Hong Kong's connectivity to the region.

Hurdles to GBA Expansion

Lack of transparency and policy uncertainty from Chinese authorities are the biggest hurdles.
Market access barriers, complex and expensive taxes, poor communication of opportunities, talent shortages, and cultural differences between Hong Kong and Guangdong are also cited as major concerns.

Innovation Economy

37% of respondents believe technology and innovation will be transformative for their companies.
26% see technology and innovation as a top three priority, though not necessarily transformative.
Members view the government's push for an innovation-led economy as an opportunity to develop new business lines and improve operations.
However, challenges such as shortage of skilled workers and lack of a fail-and-learn culture are seen as obstacles to building a smart city.

Education and Talent

The education system and availability of skilled workers are seen as key strengths for Hong Kong's smart city ambitions.
Shortages in growth areas (e.g., cybersecurity) and lack of a fail-and-learn culture are the most cited challenges.
Talent recruitment is closely linked to lifestyle options, open society, rule of law, and the One Country, Two Systems framework.

Methodology and Respondent Profile

The survey was conducted online and by phone between March 10 and May 11, 2018.
230 valid responses were collected from approximately 1,380 invited members.
Respondents represented a diverse group of multinational businesses from over a dozen countries, with 50% from U.S. companies, 36% from Asian companies, and 12% from EU companies.
SMEs account for 40% of respondents, while companies with more than 100 employees make up almost half of the respondents.

Conclusion

The survey highlights that while Hong Kong remains a strong global business hub, there are growing concerns about governance, transparency, and the rule of law. These concerns are particularly relevant in the context of the GBA initiative and the smart city race. Despite these challenges, members continue to see value in Hong Kong's connectivity, lifestyle options, and business environment. The survey serves as a benchmark for future assessments of business sentiment in Hong Kong.