贝克·麦坚时近日发布了两份针对亚太地区800名企业领袖所展开的调研,分别关注于供应链及并购领域。报告显示,相当多亚太企业正在重塑供应链布局,并期待继续依靠并购实现健康增长。

该调研囊括了150位中国大陆企业领袖,以及50位中国香港企业领袖,遍及消费品、能源、金融机构、生命健康、制造业等领域。

受访者指出,贸易争端和不断强化的贸易保护主义、供应链中断、全球及区域范围内的合规及监管变化,是当下企业面临的三大风险要素。

亚太企业领袖采取了多元措施,以打破贸易壁垒、坚固供应链。例如24%的受访者预期将重要投资转移到投资门槛更低的司法管辖区;1/3的人准备全盘重新思考投资策略,尤其强调关注国内市场——中国企业家此种态度尤为明确。

73%的人表示将更为多元地布局供应链所在地;91%的人对于必要情况下灵活调整供应链已做出准备。

在并购方面,伴随一季度亚太地区交易量恢复到988宗,企业领袖对未来前景颇为乐观,77%相信2021年并购交易会继续增长,62%指出不良资产投资机会将增加。

企业的并购驱动力则集中在四个方面:增强数字化能力(57%预期将购买新技术);扩大稳定性(40%预期将扩大新市场准入);成本考量(34%预期将削减生产和劳动支出);未来增长(32%预计将扩大市场份额)。

热门领域方面,则包括技术和消费品、健康及生命科学,以及金融机构的数字化基建改造。

 

Baker’s reports show Asian business leaders eyeing for shifting supply chain, optimistic about M&A

Baker McKenzie has recently released two reports from its Asia Pacific Business Renewal Series, shedding light on the supply chains and M&A landscape. Reports show that many business leaders are rethinking their supply chain strategies, and expecting robust growth from the M&A deals.

Baker’s survey included 150 business leaders from mainland China and 50 ones from Hong Kong SAR, covering industries of consumer goods, energy, healthcare, manufacturing etc.

Business leaders see trade disputes and increasing protectionism, supply chain disruption, and compliance and shifting regulations on a regional and global scale, as the three leading risking factors.

They are taking various measures to address trade barriers and disruptions to their supply chain, including moving major investment to jurisdictions where barriers remain lower, emphasizing a focus on domestic markets, diversifying supply chain geographies, as well as building in greater flexibility and contingencies to switch supply lines if needed.

In terms of M&A, with Q1 2021 saw 988 deals worth $180 billion, business leaders remain optimistic of the future deal landscape, with 62 percent believing distressed investment opportunities will increase in 2021.

Key drivers of M&A include boosting digital capabilities, expansion for stability, cost considerations, and expectation of more growth.

The hottest M&A sectors are tech and consumer goods, healthcare and life sciences, and the digital infrastructure modernization needs of financial institutions.

 

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