2024-10-07-罗兰贝格-跨国公司如何在中国当前经济环境下取得成功_6页_1mb

报告摘要

Business Success in New China Summary

Introduction

The report questions whether China remains a key growth engine for multinational companies, examining its economic transformation after the 2001 WTO accession. It argues that while China's old growth story (high-speed expansion from 1990-2008) is over, its new trajectory remains resilient amid challenges.

Historical Context and Current Trends

Old China Story: Driven by low labor costs, lax regulations, and high growth rates (e.g., 14.2% in 1992 and 2007).
New China Story: Since 2010, GDP growth has normalized to around 5-6%, continuing through the pandemic. China's growth is steady but slower; it compares positively to global peers like the US and euro area, though lagging some Southeast Asian countries.

Prospects and Challenges

Resilient Growth: IMF forecasts 4.6% in 2024 and 4.1% in 2025, highlighting China's strength in consumption, industrial modernization, and massive investment. However, uncertainties from global risks, domestic demand slumps, rising unemployment, and geopolitical tensions create new challenges.
Opportunities: Untapped consumption potential, digital ecosystem, and innovation for leading companies, particularly in low-carbon transitions.

Strategic Recommendations for Multinational Companies

Adapt to Ambivalence: Balance risk reduction and strategic investment. Key strategies include:
- De-risking: Localizing supply chains, strengthening IP protection, partnering locally.
- Doubling Down: Investing selectively in localization, China-specific approaches, and digital integration.
Example Actions: Companies like life sciences firms adopt localization plans; automotive suppliers enhance IP safeguards.

China Competition Readiness Index

Roland Berger's index assesses seven aspects (business model, supply chain, etc.) to help companies adapt. It identifies four options: exit, decoupling, de-risking, or doubling down, tailored to company contexts.

Roland Berger's Offerings

Diagnostic Tools: China Competition Readiness Index and advisory services like China Power Hour and Business Improvement Plans.
Key Services: Supply chain optimization, risk management, decarbonization strategies, and China-specific initiatives (e.g., digital transformation).

Conclusion

China remains a vital market for multinational companies, but adaptation is crucial amid uncertain times. The index and strategic guidance can enhance resilience and competitiveness.

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