汇丰调查：内地企业面对贸易变局更具韧性和信心

Core Insights - Despite uncertainties in global trade policies and tariffs, mainland companies are adapting to the "new normal" of trade, leading to increased confidence in revenue prospects [1] - Over 70% of surveyed mainland companies have a clearer understanding of global trade changes compared to six months ago, with 54% expecting revenue growth in the next two years [1][2] - Concerns about significant revenue impacts from tariffs and trade changes have decreased, with the percentage of companies worried about a major impact dropping from 24% to 8% [1] Group 1 - More than 70% of mainland respondents now have a clearer understanding of global trade dynamics, higher than the global average of 66% [1] - 54% of mainland companies anticipate revenue growth over the next two years [1] - The percentage of companies concerned about a significant revenue impact (over 25%) has decreased from 24% to 8% [1] Group 2 - Nearly 30% of mainland companies plan to increase their business presence in Southeast Asia, followed by 24% in Northeast Asia and 23% in the Middle East [2] - Saudi Arabia ranks as the top target market for mainland companies, with 36% from the healthcare sector and about 20% from the energy and materials sectors planning to increase sales there [2] - 86% of mainland companies are expanding online business and developing new revenue sources, while 85% are formulating risk management and business continuity plans [2] Group 3 - The evolving global trade landscape presents both challenges and opportunities, prompting companies to seek innovative solutions and new trade corridors [3] - Chinese companies are gaining experience and strength in emerging industries such as renewable energy, consumer goods, and healthcare, enhancing their resilience and diversified business layouts [3]