2017年中国海外投资规模整体下降,“一带一路”沿线投资逆势增长。区域上,中国企业对欧美投资额仍然保持领先,对亚太投资呈升温态势。行业上,交通、能源、金融领域投资额领先,高科技、消费品和健康医疗领域投资有所增长,投资结构趋于优化。主体上,国有和民营企业并驾齐驱,财务投资者表现积极。2018年中国海外投资增速有望回升。随着国家政策的明朗化,企业境外投资方向更为明确,有利于今后海外投资在规范化轨道上稳健有序地开展。行业方面,投资结构将进一步优化,有望在先进制造、新型科技、消费升级、金融创新等领域进行海外战略布局,通过内外整合提升整体竞争力。战略新兴产业如TMT、人工智能、先进制造、健康医疗、清洁能源、绿色产业、现代农业和服务业等行业将成为投资热点。区域方面,随着美国和欧盟监管趋严,英国、北欧及亚太发达经济体的替代效应将凸显;“一带一路”沿线投资除能源和基础设施外,物流业、金融业以及跨境电商将成为新的投资热点;东盟将吸引更多劳动密集型产业投资;澳洲将成为现代农业和消费升级领域的热门投资地区。
<<Under the political guidance of supply-side reform,more investment will go to emerging industries,including TMT,artificial intelligence,advanced manufacture,health and medicine,clean energy,green industries and modern services.With the escalation of foreign investment supervision,more Asian Pacific developed nations such as Singapore,Israel,Japan and Australia will become substitutes of European and American nations that receive Chinese investment in high technologies.Investment prospect in “One Belt and One Road”countries is still promising.Except for energy and infrastructure,logistics,finance and cross-border e-business are becoming new fields that attract increasing Chinese investment.ASEAN countries will attract more labor intensive investment,whereas Oceania will become the hot spot of investment in modern agriculture and consumption upgrading fields.
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