每日免费阅读行业报告1、每日星球内分享10+精品报告；2、不定时分享国际投行报告，脱水研报等；3、行业报告均为公开内容，版权归原作者所有，星球仅分享内部学习。扫描右侧二维码即刻加入【行业报告（免费） 】星球（此页只为更多需要行业报告的朋友提供便利，希望不会影响您的阅读，谢谢理解！）The American Chamber of Commerce in South China2019 Special Report on the State of Business in South China华南美国商会2019 年华南地区经济情况特别报告Content 目录56 Special Supporter 特别支持机构58 economic Conditions in South China 华南地区经济概况 64 Guangdong Province 广东省 82 Fujian Province 福建省 92 Guangxi Zhuang Autonomous Region 广西壮族自治区 104 Hainan Province 海南省 114 Hong Kong Special Administrative Region 香港特别行政区 120 Macao Special Administrative Region 澳门特别行政区 01 •Preface02• Study reSultS03•economic overview序言调查结果经济概况16 Demographics 受访企业组成 23 Revenue and Profitability 收入与利润 29 Reinvestment trends 再投资趋势 42 Business environment 营商环境 49 US-China Bilateral Relations 美中双边关系 08 President’s Message 会长致辞12 Key takeaways 关键要点 13 Special Sponsor 特别赞助商 © 2019 The American Chamber of Commerce in South China版权所有 华南美国商会 2019 年“South China Economic Overview” courtesy of EY. “华南地区经济概况”由安永授权刊登。Reproduction for commercial use is strictly prohibited. This document is available free of charge in electronic form at: http://www.amcham-southchina.org严禁复制以作商业用途。华南美国商会官方网站提供该出版物电子版免费下载。Last updated: Feb 20, 2019最后更新2019年2月20日The American Chamber of Commerce in South ChinaSuite 1801, Guangzhou International Sourcing Center8 East Pazhou Avenue, Haizhu DistrictGuangzhou, Guangdong, PRC, 510335华南美国商会中国广东省广州市海珠区琶洲大道东路8号广州国际采购中心1801室, 510335Tel. (86 20) 8335 1476 Fax. (86 20) 8332 1642amcham@amcham-southchina.orgwww.amcham-southchina.org01 •Preface序言98 Dear Members,China’s extraordinary progress has provided historic opportunities for world peace and prosperity. Daily trade between the US and China is now valued at more than US$1.5 billion per day. The two countries are more connected than ever before in their mutual history. If the 40th anniversary of Sino-US diplomatic relationship proves nothing else, it proves that cooperation is in the best interest for both countries while confrontation does neither country any good. To succeed, both countries must work together.In spite of all of the obstacles thrown at it last year, the state of business in South China for American investment remains robust. Almost all of the businesses who participated in our 2019 Special Report on the State of Business in South China remain profitable in China and optimistic towards the future of the economy.China’s January export and import data, released shortly before this publication went to print, show China’s January dollar-denominated exports rose 9.1 percent from a year ago, healthily beating a forecast of a 3.2 percent contraction. China’s imports fell 1.5 percent over the same period proving far better than the ten-percent predicted decline. China’s overall trade surplus of US$39.16 billion in January also outperformed the estimates.The January figures can easily confirm the findings of this Special Report as many companies have taken advantage of the 90-day truce between the US and China, completing orders for rush delivery from the US and China. Those orders or deals account for 20 to 30 percent of the companies’ annual numbers. The good news is that President Trump announced in mid-February during trade negotiations between the two countries that he may extend a March 1 deadline for a deal and keep tariffs on Chinese goods from rising.Among many findings, the Special Report suggests most business executives have had sufficient time to assess the present and possible future impact of the trade 中国改革开放40多年来，经济社会发展取得的非凡成就，为世界和平与繁荣提供了历史性机遇。仅美中两国的日贸易额便超过了15亿美元，两国关系的紧密程度达到历史最高点。要说美中建交40周年证明了什么，那便是“合则两利，斗则俱伤”。要实现共赢，两国必须协同发展。尽管去年障碍重重，但美资企业在华南地区的投资依然强劲。华南美国商会的《2019华南地区经济情况特别报告》（下简称《特别报告》）显示，几乎所有外资企业在华均保持盈利状态，并对未来经济发展持乐观态度。2019年1月中国进出口数据显示，以美元计，中国出口同比增长9.1%，比3.2%的预期降幅要好；进口同比下降1.5%，远比10%的预期降幅要好。当月贸易顺差为391.6亿美元，也超出了市场预期。以上数据印证了《特别报告》的结论：众多企业利用美中为期90天的“休战期”，交付了两国的紧急订单。此类订单量或交易额在上述企业年度数据中的占比达20%至30%。好消息是，特朗普总统在2月中旬两国贸易谈判期间宣布，他愿意考虑将3月1号对中国加征关税的期限延后，并保持对华进口税率，暂不上调。《特别报告》的许多调查结果也显示，大多数企业高管有足够的时间来评估贸易争端对企业业务的短期冲击及未来潜在的影响，同时相应地扩大2019年在美中两国的再投资计划。虽然中国经济确实略有放缓，但仍以超过6%的速度增长。在2018年推迟再投资的企业增加了2019年在华再投资的预算，以解决去年因此得不到满足而增加的客户需求。然而，尽管面向中国市场的生产再投资大幅增加，但某些企业也将出口制造的相关部分再投资转移至其他亚洲国家。或许这些企业是在两方下注。同时，美中两国的新闻媒体充斥着双方的高谈阔论和报复性关税的报道。大多数受访企业认为，美中两国的争端可能会在2019年后的很长一段时期内产生影响。且到目前为止，美中两国的关税对企业的负面影响已经超过了正面影响。然而，相比过去两年，受访企业2018年全球年收入和中国市场年收入的波动幅度很小，越来越多的企业亲爱的会员：President’s Message会长致辞dispute on their businesses, and have increased their 2019 plans for reinvestments in the US and China accordingly. While it is true that China’s economy has slowed down slightly, it is still growing at a rate of over six percent. Companies which postponed their reinvestments in 2018 have increased their budgets for reinvestments in China in 2019 in order to keep up with customer demand—a need intensified by the postponement of their reinvestments in 2018. However, while the reinvestments in China related to the production for the Chinese market have increased substantially, a few companies have also shift...
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