Hong Kong Industrialist Aug Oct 2021

RESEARCH REPORT | 研究報告 「升級轉型」 •受訪港資廠商現時多數仍處於傳統與自動化混 合生產階段(65%)，處於自動化階段及工業聯 網階段的公司僅約13%，估計大部份港資廠商 處於工業2.0至3.0之間。廠商全年銷售總額越 大，其所處的工業生產階段越先進。 •不論在內地或在香港，受訪廠商均面對難以招 聘合適人才的困難，高於其他制約因素。 “China+1” • 23% of the respondents (53 companies) chose to set up new production lines beyond Mainland China, also known as "China+1" strategy. Hong Kong-invested manufacturers opt for the “China+1” strategy mostly due to customers’ requirements (62.3%), coping with the increase in production costs in the Mainland (56.6%) and avoiding the sudden increase in US tariffs (54.7%). 80% of them prefer to set up production lines in ASEAN countries. “Business Repositioning” • Compared with 2015, most of the respondents are working to upgrade their business towards the upper-stream of production chain. The number of manufacturers who adopt coping strategy has grown significantly. • China-focused manufacturing firms stand ready under the US-China trade dispute and COVID-19 pandemic, demonstrating the strong resilience of domestic market. “Upgrade and Transformation” • 65% of the respondents are still adopting hybrid system with traditional and automated production; only 13% respondents adopt industrial Internet of Things (IIoT) and automation production system at present. It can be seen that most of the surveyed Hong Kong manufacturers are in the production phase between Industry 2.0 and 3.0. Their sales revenue relates to the phase of production system. • The greatest challenge faced by respondents is talent recruitment, in both Mainland China and Hong Kong, outpacing that of other constraints. 「中國+1」 •有23%的受訪廠商（53家）選 擇採取「中國+1」策略，主要 因為客戶要求（62.3%)、應對 內地生產成本增加（56.6%） 及規避美國關稅（54.7%）。 接近八成選擇落戶東盟國家。 越南 28.3% 未定 13.2% 馬來西亞 17.0% 泰國 11.3% 印尼 5.7% 柬埔寨 7.5% 菲律賓 3.8% 緬甸 3.8% 孟加拉 3.8% 台灣 1.9% 墨西哥 1.9% 受訪企業採取「中國+1」策略的區位選擇 「市場再定位」 •與2015年相比，有意向生產鏈上下游發展、轉變經營 策略的比率大增。 •在疫情和貿易戰影響下，以內地市場為主的廠商受壓 較少，可見內銷市場較具韌性。 70% 60% 50% 40% 30% 20% 10% 0% 加強科技研發 加強產品設計 品牌建立 管理創新 2015 2020 29% 57% 32% 59% 20% 47% 46% 53% 以內地市場為主的 企業營業額變化 港資製造企業採取的經營策略轉變 以歐美市場為主的 企業營業額變化 減少 44% 增加 25% 不變 31% 減少 75% 增加 13% 不變 12% 1 2 3 港資廠商四個主要轉型策略 Four Key Transformation Strategies Adopted by Hong Kong Manufacturers 104 | 8-10/2021