调研报告：新冠疫情对企业的影响上海美国商会

AmCham Shanghai June Covid Impact Survey上海美国商会调研报告：新冠疫情对企业的影响2022年6月|上海 Survey HighlightsBetween June 7-9, AmCham Shanghai conducted a survey of its members to assess theimpact of recent Covid lockdowns in Shanghai on foreign companies. The survey was answered by 133 member companies,with 69 respondents fromthe manufacturingsectorand 64respondentsfrom 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% lowerthan originally projected, while this figure reaches36% 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 localization of their China supply chainswhile 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 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, 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 help them recover from the effects of the lockdowns, while an additional 19% have applied for support and are still waiting. 调研概要2022年6月7日至9日期间，上海美国商会向会员企业发起了新一轮调研，旨在了解近期的上海疫情以及封控政策对在沪外资企业的影响。此次调研共收到133家会员企业的反馈（含69家制造业企业和64家消费品及服务业企业）。主要调研结果如下：•93%的受访企业下调了2022年的营收预期，其中25%的受访企业的预计营收较年初下调20%以上；36%的消费品及服务业企业的预计营收较年初下滑20%以上。•25%的消费品及服务业企业与20%的制造业企业缩减了计划投资规模。仅有一家受访企业表示计划增加在华投资；•26%的制造业企业表示正在加速中国供应链本土化，将全球产品的生产转移到国外。23%的制造业企业表示，上海的疫情封控管理措施并未影响其供应链战略；•近四分之三（74%）的受访企业表示封控管理措施并没有导致外籍员工的计划外离职；•35%的受访制造业企业已全面恢复产能，25%的制造业企业产能仍未超过75%，3%的企业尚未复工。在受访的消费品及服务业企业企业中，仅27%的企业已经全面恢复运营。在尚未实现全面复工复产的受访企业中，71%的企业希望员工可以自由在工厂和住宅小区间自由通勤，逾半数（53%）的企业表示（与）属地政府（街道）的支持和良好沟通对全面复工复产很关键；•仅9%的受访企业表示申请并已获得了市政府的助企纾困补贴；另有19%的受访企业已申请助企纾困补贴，正在等待发放。 Q1: How have you adjusted your revenue projections to account for the impact of recent Covid-related lockdowns in Shanghai and the YRD?近期上海及长三角地区的疫情封控管理措施对贵司今年的预计营收有何影响？*Note: Due to rounding, some charts may not add up to 100%. 本次调研数据以四舍五入的方法精确至整数位，因此会出现个别总和高（低）于100%的情况。2%6%36%14%11%22%9%0%6%14%6%25%32%17%1%6%25%10%18%27%14%All 全体(n=133)Manufacturing 制造业(n=69)Consumer/Services 消费品/服务业(n=64)Decreased yearly revenue projections by less than 5%下调少于5%Decreased yearly revenue projections by 5-10%下调5-10%Decreased yearly revenue projections by 11-15%下调11-15%Decreased yearly revenue projections by 16-20%下调16-20%Decreased yearly revenue projections by more than 20%下降20%以上No impact/maintain current revenue projections没有影响/持平Increased yearly revenue projections预计营收增长 Q2: What impact have the recent Covid lockdowns in Shanghai had on your investment plans?本轮疫情引发的上海封控管理措施对贵司的投资计划有何影响？*Note: Due to rounding, some charts may not add up to 100%. 本次调研数据以四舍五入的方法精确至整数位，因此会出现个别总和高（低）于100%的情况。2%25%25%19%30%0%17%20%31%32%1%21%23%25%31%All 全体(n=133)Manufacturing 制造业(n=69)Consumer/Services 消费品/服务业(n=64)Too early to predict/have not decided言时尚早/尚不确定Delayed investments延迟投资Decreased investments减少投资No impact/maintain current investment plans没有影响/维持当前投资计划Increased investments增加投资 Q3: What impact have the recent Covid-related lockdowns in Shanghai had on your company’s China operations strategy? Select all that apply.本轮疫情引发的上海封控管理措施对贵司的在华运营策略有何影响？（多选）17%5%6%9%16%14%42%20%1%1%13%25%29%29%19%3%4%11%20%22%35%All 全体(n=133)Manufacturing 制造业(n=69)Consumer/Services 消费品/服务业(n=64)No impact没有影响Move some operations outside of China but maintain the majority in China保留在中国的大部分业务，将部分业务迁至海外Accelerate localization of China operations加快运营本土化Identify suppliers outside of China 识别/接洽海外供应商Move majority of operations outside of China in the near future在可预见的未来会将大部分业务迁出中国Move regional headquarters outside of China将地区总部迁出中国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. 鉴于上海的疫情形势仍未完全稳定，以及前期信心受到的严重打击，此类别中的许多受访企业仍在重新评估他们的运营策略。 Q4: What impact have the Shanghai lockdowns had on your supply chain strategy? Select all that apply.本轮疫情引发的上海封控管理措施对贵司的供应链策略有何影响？（多选）20%0%7%12%9%16%26%22%23%19%1%6%11%11%14%16%17%36%All 全体(n=133)Manufacturing 制造业(n=69)No impact没有变化Adopt a China +1 strategy where some factories and suppliers are moved to other Asian countries采取“中国+1”策略——将部分工厂和供应商转移至其他亚洲国家Accelerate localization of supply