ѣളቅᗤ㔅㩛㘻䈹ḛ2021ᒪᆙᓜᣛ ᳞2022ᒪжᆙᓜѣളቅᗤ㔅㩛ؗᗹᮦᣛ Online Survey of Micro-and-small Enterprises (OSOME): Quarterly Report (2021Q4) and Confidence Index (2022Q1) ्ӢཝᆜԷѐཝᮦᦤ⹊ガѣᗹ Center for Enterprise Research, Peking University ्Ӣཝᆜѣള立Ր〇ᆜ䈹ḛѣᗹ Institute of Social Science Survey, Peking University 㲸㲷䳼ഘ⹊ガ䲘 Ant Group Research Institute 㖇䬬㺂 MYbank 2022ᒪ1ᴾ January 2022 䈹ḛᣛ৸ф㘻 ᕖ⌘Ƚᆊ⏑ȽᶞᄋለȽ⧁Ƚᢵᆆ⨰Ƚ䱾、Ƚ⺋ࡎ ᶄᥥȽ⧁㣩Ƚ傢ፕ ᢶᵥ᭥ᤷ 㲸㲷䳼ഘ⹊ガ䲘Ƚ㲸㲷䳼ഘᇘᡭ։僂ᵹⴀؓ䳒䜞Ƚ㖇䬬㺂 ्Ӣཝᆜቅᗤ䈹⹊䬴φ https://www.cer.pku.edu.cn/osome 㲸㲷䳼ഘ⹊ガ䲘ቅᗤ䈹⹊䬴φ https://www.dfor.org.cn/research/confidencedata 㾷 㔝䘔㔣ӊ⅗ਇᐹɅѣളቅᗤ㔅㩛㘻䈹ḛᆙᓜᣛɆδ2020ᒪпᆙᓜࡦ2021ᒪпᆙᓜεθ2021ᒪ12ᴾθ्ӢཝᆜԷѐཝᮦᦤ⹊ガѣᗹȽ्Ӣཝᆜѣള立Ր〇ᆜ䈹ḛѣᗹф㲸㲷䳼ഘ⹊ガ䲘Ƚ㖇䬬㺂㔝㔣䙐䗽㓵р䈹⹊ᒩਦੇֵ⭞᭥Ԏᇓ᭬vᵃࣗⲺ⍱䏹ቅᗤ㔅㩛㘻䳅ᵰਇ᭴䰤ভθ᧘ḛቅᗤ㔅㩛ᴶ᯦߫Ⱦ㔅䗽њઞᰬ䰪Ⲻᣋ᭴θާ䇗ഔ᭬ᴿ᭾ᆑভ15569ԳȾṭᵢѣⲺቅᗤ㔅㩛㘻ᒩൽࡑ䙖ቧѐውփ㓜4.3Ѡδу㔅㩛㘻ᵢӰεθ࠼ݻ։⧦֒ެѰ੮㓩ቧѐѱ࣑ߑⲺ䀈㢨Ⱦቅᗤ㔅㩛㘻ᰘᱥᡇള立Ր㔅⎄ਇኋⲺ∑㓼㹶㇗ૂѣඐ࣑䠅θੂᰬഖެ㿺′′′′㙂ޭᴿ⢯⇀Ⲻ㜼ᕧᙝȾ ะӄᵢ⅗䈹⹊Ⲻ࠼᷆θᡇളቅᗤ㔅㩛㘻൞2021ᒪᅴᆙᓜⲺ㔅㩛⣬߫Ƚᡶ䶘ѪⲺু࣑Ƚᤷ᭵ᆔⲺ㾼ⴌȽ㷃䍺߫θԛሯᵠᶛⲺؗᗹᅀᯯ䶘⧦ԛс⢯⛯φ 1Ƚቅ ᗤ 㔅 㩛 ᮪ ։ 㔅 㩛 㺞 ⧦ ᴿ ᡶ с ┇ θռ у ᧈ 䲚 ᆙ 㢸 ᙝ ഖ ㍖ Ⱦԛ⯡ࢃⲺ2019ᒪੂᵕ֒Ѱ∊䖹ะθ㔅㩛ᚘགྷ∊ׁ䲃㠩䗽ৱѠᆙᓜԛᶛⲺᴶք⛯χ㙂ሯ∊2020ᒪੂᵕθᵢᆙᓜቅᗤ㔅㩛㺞⧦ࡏሯഔᡌфҁᤷᒩȾфржᆙᓜ⧥∊㙂䀶θቅᗤ㔅㩛࠰⧦㩛ѐ᭬ޛȽ⧦䠇⍷㔪ᤷ⣬߫ԛ⏜⦽“п䲃”߫⣬θӜਥ㜳⭧㔅㩛ᆙᓜᙝഖ㍖ሲ㠪Ⱦ 2Ƚᐸ൰䴶≸у䏩ૂᡆᵢু࣑ԃᱥቅᗤ㔅㩛Ⱁ⛯θ᭵ᆔу⺤ᇐᙝૂい䍯䍕ሯ䖹ཝ㿺′′′′ቅᗤ㔅㩛㘻ᖘᡆু࣑Ⱦфржᆙᓜ㊱ղθᤷ㔣ദᢦቅᗤ㔅㩛㘻Ⲻѱ㾷ഖ㍖ԃᱥᐸ൰䴶≸⯨ᕧૂᡆᵢⲺ ু࣑θެѣᐸ൰䴶≸у䏩ሯ㿺′′′′䖹ቅⲺቅᗤ㔅㩛㘻ᶺᡆᴪཝ᥇ᡎχሯ㿺′′′′䖹ཝⲺቅᗤ㔅㩛㘻㙂䀶θ䲚㔅㩛ᡆᵢু࣑ԛཌθ᭵ᆔу⺤ᇐᙝૂい䍯ু࣑ҕᡆѰⰑ⛯Ⱦ 3Ƚᤷ᭵ᆔ䙆↛䘶࠰θ㾼ⴌ∊ׁфрᆙᓜ∊ቅᑻс䲃θᲤᙝⲺい᭬᭥ᤷ᭵ᆔ㾼ⴌ∊ׁ䖹ެԌ᭵ᆔᴪ儎Ⱦ亯ᤷ᭵ᆔሯቅᗤ㔅㩛㘻Ⲻ㾼ⴌぁᓜ൞уੂ⌞߂㊱ශȽуੂ㿺′′′′ҁ䰪ᐤᔸ᱄ᱴȾ“い᭬᭥ᤷ”㊱᭵ᆔⲺ㾼ⴌ⦽䖹ެԌᤷ᭵ᆔᴪ儎θӡࡦ“ᡆރࠅᵢ”ⲺѠ։ᡭδ⢯ࡡᱥᵠᐛ⌞߂㘻ε∊ׁ儎Էѐਮޢӄχ“どውどቧѐ”᭵ᆔᴪཐޢਮԷѐȾ 4Ƚቅ ᗤ 㔅 㩛 㘻 ሯ2022ᒪжᆙᓜⲺ㔅㩛ؗᗹᙱᮦс┇㠩㦙ᷥ㓵ԛсθޢਮԷѐؗᗹс䲃᱄ᱴθѠ։ᡭؗᗹᒩ㕉с┇Ⱦ൞ᐸ൰䴶≸ૂ㩛ѐ᭬ޛᯯ䶘θቅᗤ㔅㩛ؗᗹᮦԃؓᤷ൞䖱ᓜ҆㿸॰䰪χ䳽㿺′′′′Ƚ䘆㩛ᡆᵢњ亯Ⲻؗᗹ൞ᛨ㿸॰䰪ᵠ㿷㕉ૂȾޢਮԷѐⲺؗᗹᮦс┇㠩㦙ᷥ㓵ԛсθъᙱ։р䖹Ѡ։ᡭؗᗹᴪքȾ 5Ƚቅᗤ㔅㩛㘻〥ᶷ䶘ሯ㔅㩛ദ䳴ф⯡θሯ㔅㩛ؓᤷ丝ᙝθؗᡆࣕᴪཝぁᓜрߩӄѠӰ࣑࣠θᒬ䙐䗽䈹᮪ᇐԭ㩛䬶ȽѠӰቧѐȽ䳽ᐛ㔅㩛ᅀᯯᕅ〥ᶷᓊሯ᥇ᡎȾ∊䶔ቅᗤ㔅㩛㘻θቅᗤ㔅㩛㘻Ფ䚃ሯ⭕⍱┗ᝅᓜᴪ儎θъᴪⵁ䠃ѠӰ࣑࣠ഖ㍖Ⱦታ㇗ཝ䠅ቅᗤ㔅㩛㘻䇚Ѱ㠠䓡䶘Ѫ㔅㩛ദູθռԌԢ䙐䗽ᇐԭ㩛䬶Ƚ䳽ᆿᧈૂ㔅㩛⭕ӝᅀᯯᕅ〥ᶷᓊሯθᒬԛᢉ䴬ᐛᅀ䙊ᖺᶛᇔ⧦㠠ᮇθᱴ࠰ᕰཝ丝ᙝȾ ⴤᖋ жȽѣളቅᗤ㔅㩛㘻䈹ḛⲺะᵢ߫ ........................................................................ 6 δжε䈹ḛ䇴䇗ᇔ᯳ ................................................................................................ 6 δӂε䈹ḛ⢯㢨 ............................................................................................................ 7 ӂȽѣളቅᗤ㔅㩛䈹ḛⲺѱ㾷ਇ⧦ ............................................................................ 9 δжε2021ᒪᆙᓜቅᗤ㔅㩛䖹пᆙᓜс┇θռሯ∊2020ᒪᆙᓜะᵢどᇐ . 9 1. 㔅㩛⣬߫ ........................................................................................................... 9 2. ⧦䠇⍷㔪ᤷ߫ ............................................................................................... 9 δӂεᡆᵢু࣑ૂᐸ൰䴶≸⯨䖥ᤷ㔣ᡆѰቅᗤ㔅㩛Ⱁ⛯ ...................................... 10 1. ቅᗤ㔅㩛㘻ᡶ䶘ѪⲺᴶѱ㾷ু࣑ᶛⓆӄᡆᵢ ............................................. 10 2. 〕䠇Ƚᶆᯏૂ䳽ᐛᡆᵢᶺᡆ㔅㩛ᡆᵢু࣑Ⲻᴶѱ㾷ഖ ..................... 11 3. い䍯䍕ᴿᡶࣖ䠃 ......................................................................................... 14 δпεሯቅᗤ㔅㩛㘻Ⲻᤷ᭵ᆔ㾼ⴌ䶘㕉䲃,᭵ᆔу⺤ᇐᙝᱴ⧦ ...................... 17 1. ᤷ᭵ᆔ㾼ⴌ䙆⑆␗࠰θቅᗤ㔅㩛㘻ԃᴿ䴶≸ ......................................... 17 2. ᭵ᆔу⺤ᇐᙝૂい䍯ሯቅᗤ㔅㩛㘻Ⲻᖧଃ ................................................. 20 δεቅᗤ㔅㩛㘻㷃䍺䴶≸どᇐȽ㷃䍺ᡆᵢрॽ .................................................. 21 1. 㷃䍺䴶≸ ......................................................................................................... 21 2. 㷃䍺䚉 ......................................................................................................... 23 3. 㷃䍺㧭ᗍ ......................................................................................................... 24 4. 㷃䍺ሯ㔪ᤷቧѐ㿺′′′′Ⲻᑤࣟ ......................................................................... 27 δӊε2022ᒪжᆙᓜቅᗤ㔅㩛㘻ؗᗹᮦ䎦ք ..................................................... 27 1. ᇔ䱻㺞⧦ᘝ৸ঀθቅᗤ㔅㩛㘻2022ᒪжᆙᓜؗᗹᮦᴿᡶс┇ ....... 27 2. ቅᗤ㔅㩛㘻ؗᗹᮦᔸ䍞ᙝ࠼᷆ ................................................................. 28 εޣδቅᗤ㔅㩛㘻ሯ⭕⍱҆㿸ᘷᓜуࠅθ〥ᶷ䟽᧠᯳ᓊሯ᥇ᡎ ...................... 31 1. ቅᗤ㔅㩛㘻Ფ䚃ᴪࣖⵁ䠃ѠӰ࣑࣠ഖ㍖θሯ⭕⍱ᴪࣖ┗ᝅ ..................... 31 2. 䶘ሯ㔅㩛ദ䳴θቅᗤ㔅㩛㘻ԃ࣑ؗ࣠ᴿഔᣛ ......................................... 33 3. ⯡ሯቅᗤ㔅㩛ӝ⭕࠱ߨθռ㔅㩛㘻ԃؓᤷ丝ᙝ ..................................... 34 4. 䶘ሯуഖ㍖θቅᗤ㔅㩛㘻〥ᶷᔶኋ䈹᮪ᓊሯ ......................................... 36 пȽᙱ㔉ф䇞䇰 .......................................................................................................... 38 䱺φ“ቅᗤᴿ䈓䈪” ...................................................................................................... 40 6 жȽѣളቅᗤ㔅㩛㘻䈹ḛⲺะᵢ߫ δжε䈹ḛ䇴䇗ᇔ᯳ 2021ᒪ12ᴾθ्ӢཝᆜԷѐཝᮦᦤ⹊ガѣᗹȽ्Ӣཝᆜѣള立Ր〇ᆜ䈹ḛѣᗹф㲸㲷䳼ഘ⹊ガ䲘Ƚ㖇䬬㺂䙐䗽᭥Ԏᇓᒩਦ㓵р䈹⹊ᒩਦθሯ⍱䏹ቅᗤ㔅㩛㘻1䳅ᵰਇ᭴䰤ভθᣋ᭴ᰬ䮵ާњઞθᴶ㓾ഔ᭬ᴿ᭾ᆑভ15569ԳȾᵢ⅗䈹ḛᡶ᭬䳼Ⲻؗᚥऻᤢቅᗤ㔅㩛㘻Ⲻ㔅㩛Ƚ㷃䍺䴶≸ԛሯᵠᶛⲺ人ᵕᅀ߫θṭᵢ㾼ⴌᡇളуੂ൦॰Ƚуੂ㺂ѐθሯᡇളቅᗤ㔅㩛Ⲻ㔅㩛⣬߫Ƚᡶ䙽ࡦⲺ᥇ᡎሯсжᆙᓜⲺؗᗹᴿ䖹Ѱޞ䶘Ⲻ։⧦Ⱦᵢ⅗䈹ḛᱥ㠠2020ᒪ9ᴾ䎭θᵢ䈴从㓺䘔㔣ᅴޣѠᆙᓜੇᡇളቅᗤ㔅㩛㘻ᣋ᭴䈹⹊䰤ভθѰᐸ൰ѱ։Ƚᆜᵥ⮂Ƚ᭵ᆔᇐ㘻立ՐޢՍҼ䀙ቅᗤ㔅㩛㘻⭕ᆎ⣬߫ᨆבҼᮦᦤ᭥ᤷθީ⹊ガᡆ᷒ҕਇᐹӄѣ㤧ᮽᆜᵥࡀᵕθᒬࡦ立Ր⮂Ⲻᒵ⌑ީ⌞2Ⱦ ᵢ䈹ḛⲺ䰤ভ䇴䇗৸㘹ҼީⲺԷѐȽѠ։ᡭ⯡䈹⹊θᒬ䪾ሯѣളቅᗤ㔅㩛㘻Ⲻ⢯ᖷളགྷᐛགྷӝⲺ᮪։䏁ࣵθੂᰬ㔉ਾ㓵р䈹ḛⲺ⢯⛯䘑㺂Ҽ᭯䘑Ⱦެѣθ䰤ভ䜞࠼⢯ٕࡡ䢪ᒬᔬ㔣Ҽ्Ӣཝᆜ“ѣളԷѐࡑ᯦ࡑѐ䈹ḛ”(Enterprise Survey for Innovation and Entrepreneurship in ChinaθESIEC)3ѣቅᗤ㔅㩛㘻⯡⭕ᆎ䈹ḛ䰤ভȾ↚ཌθᵢ䈹ḛⲺ䰤ভ䇴䇗䘎৸㘹Ҽޞള㔅⎄ᲤḛȽޞളӰਙᲤḛᅀཝශ䈹ḛȾቧ䈹ḛᮦᦤ㙂䀶θESIEC൞2020ᒪ2ᴾȽ5ᴾȽ8ᴾԛ2021ᒪ7-8ᴾݾሯѣളѣቅᗤ㔅㩛㘻⌞߂Ѡ։ᡭᔶኋҼ䖤⭫䈓ᇔ൦䈹ḛθޭᴿ䖹儎৸㘹ԭٲȾ ᵢ䈹ḛⲺᇯѱ㾷ऻᤢԛсӊѠᯯ䶘φжᱥቅᗤ㔅㩛㘻ะᵢؗᚥθऻᤢᡶኔ㺂ѐȽᡆᰬ䮵Ƚ䳽ӰᮦȽ㩛ѐ᭬ޛᅀؗᚥχӂᱥቅᗤ㔅㩛㘻⯡ҁⲺᚘགྷ߫χпᱥ㔅㩛߫θऻᤢ㩛᭬Ƚ⏜ૂ㔅㩛ু࣑ᅀχᱥ㷃䍺߫θऻᤢ㷃䍺ⴤⲺૂ䴶≸Ƚ㷃䍺䚉ૂᡆᵢȽ㷃䍺ദ䳴ૂ⬬亾ᅀχӊᱥሯᵠᶛпѠᴾ㔅㩛߫δᐸ൰䴶≸Ƚ㩛ѐ᭬ޛȽ㔅㩛ᡆᵢ