Presiunea chineză asupra companiiilor din CEE. Cum este afectată România

Sector dynamics are now more crucial than national borders for company performance in Central and Eastern Europe. Chinese imports have surged by about 17%, increasing competitive pressure on local producers and widening the gap between thriving and declining sectors. The disruption of maritime traffic through the Strait of Hormuz has had far-reaching effects beyond energy markets, raising costs across various industries and contributing to inflation. While sectors like ICT thrive due to digital transformation, others face challenges, particularly automotive and chemical industries. Poland shows strong growth, while Romania faces recession due to fiscal consolidation. The report emphasizes the need for companies to adapt to changing cost structures and global competition.