麦肯锡：中国仍是跨国公司战略优选

如何在应对日益复杂的风险同时，继续享有中国市场机会。4月11日，全球管理咨询公司麦肯锡旗下的麦肯锡全球研究院发布的最新报告《跨国公司的中国要务：新机遇、新风险、新布局》探讨了这一话题，并给出破局思路。

Multinational companies that have benefited from China's leapfrogging growth over the past decades while facilitating the country's economic development should reconfigure their China strategies to take advantage of significant opportunities existing in the Chinese market and address challenges, said global consulting firm McKinsey in a report released on Tuesday.

全球咨询公司麦肯锡在周二发布的一份报告中表示，在过去几十年里促进了中国经济发展，同时受益于中国经济跨越式增长的跨国公司，需要重新规划在华战略，以把握住中国市场存在的重大机遇，应对挑战。

China's economic and market size is too large for many multinational companies to ignore, wrote McKinsey experts in the report.

麦肯锡专家在报告中写道，中国的经济体量和市场规模非常大，许多跨国公司不容忽视。

The consultancy has calculated that China's GDP may grow between 2 and 5 percent annually over the next 10 years. Even under the 2 percent forecast, China's additional GDP over the 2021-30 period will be larger than India's total GDP in 2021. If 5 percent growth is realized, China's additional GDP will be as large as India, Japan and Indonesia combined in 2021.

麦肯锡的研究发现，在未来10年，中国的国内生产总值（GDP）年均增长将达到2%到5%。即便在未来十年，中国GDP增长按照2%的增速计算，仅2021年至2030年的增量GDP就将超过印度2021年的GDP总量。如果能达到5%的年均增速，同期，中国的增量GDP就将与印度、日本和印度尼西亚2021年的GDP总和相当。

"As global investors and corporations look for growth, everyone is wondering — Where is the next China? Our view is that if you are looking for growth, the answer is simple — the next China is China," said Joe Ngai, chairman of McKinsey Greater China.

麦肯锡中国区主席倪以理说：“当全球投资者和企业家寻求增长机会时，大家都好奇：下一个‘中国’在哪里？如果你正在寻求增长，那么我们的答案非常明确，下一个‘中国’，在中国。”

China's continued urbanization and expansion of the middle-income group have implied opportunities for multinational companies from the industries of biopharmaceuticals, consumer health and entertainment, wrote McKinsey's latest report.

麦肯锡的最新报告中写道，中国持续推进的城市化和中等收入群体的扩大，为生物制药、消费者健康和娱乐等行业的跨国公司带来了机遇。

Meanwhile, China's industrial transition will present multinational companies with opportunities concerning power, agriculture, transportation and construction, said the report.

报告称，与此同时，中国的产业转型将为跨国公司提供电力、农业、交通和建筑等领域的机遇。

Multinational companies from industries such as cars, luxury goods and industrial equipment should by no means overlook the Chinese market which already represents 25 to 40 percent of their global revenues, according to McKinsey.

麦肯锡表示，来自汽车、奢侈品和工业设备等行业的跨国公司绝不应忽视中国市场，中国市场已占其全球收入的25%至40%。

It should also be noted that China is becoming a global major in innovation, especially in terms of artificial intelligence, advanced connectivity and space technology, McKinsey experts said.

麦肯锡专家表示，还应该指出的是，中国正在成为全球创新大国，特别是在人工智能、先进互联互通和空间技术方面。

In a 2021 McKinsey study surveying executives at local and multinational companies, 62 percent of respondents called China's development environment and capability already at least as good as those at the best global development centers, or likely to be in five years.

在2021年麦肯锡对本土和跨国公司高管的调查中，62%的受访者认为，中国的发展环境和能力已经可以比肩全球最好的发展中心，或将在五年内比肩全球最好水平。

The business landscape has been changing in China. As discovered by McKinsey, Chinese domestic companies specializing in portable electronics, groceries and 5G infrastructure have gained 20 to 40 percent of market share over the past decade.

中国的商业格局一直在发生变化。麦肯锡发现，在过去10年里，专门从事便携式电子产品、日用消费品和5G基础设施的中国国内企业获得了20%至40%的市场份额。

"Local competition is fiercer than ever," said Nick Leung, senior partner of McKinsey & Co.

“中国市场竞争空前激烈”，麦肯锡全球资深董事合伙人梁敦临表示。

"As Chinese companies grow, more and more are competing regionally and globally. Multinational companies will have to make bold changes in how they operate," he said.

“随着中国本土公司发展壮大，越来越多本土公司正在地区和全球层面与跨国公司竞争。跨国公司需要大胆行动、改变运营方式。”

Multinational companies can update their China strategies in six major areas — capital and ownership, supply chains, innovation, branding and talent, as well as technology and data, said McKinsey experts.

麦肯锡专家表示，跨国公司可以在六大领域重新规划中国战略——资本和所有权、供应链、创新、品牌和人才，以及技术和数据。