
据彭博新闻社网站4月26日报道,中国企业以8年来最快的速度向海外投资。
According to a report on the Bloomberg News website on April 26, Chinese companies are investing overseas at the fastest pace in eight years.
报道说,随着中国的优势企业在海外建设更多工厂,中国的海外投资正在走向8年来的最高点,这一转变可能会软化对北京出口热潮的批评。
The report says that as China's leading enterprises build more factories overseas, China's overseas investment is heading for its highest point in eight years, a shift that could soften criticism of Beijing's export boom.
上周公布的数据显示,今年一季度,中国对外非金融类直接投资达到近2430亿元人民币。这是自2016年以来一季度的最高数据,比去年同期增长近13%。
Data released last week showed that China's non-financial outbound direct investment in the first quarter of this year reached nearly 243 billion yuan. This is the highest figure for the first quarter since 2016, representing a nearly 13% increase from the same period last year.
报道还说,中国领先于竞争对手的行业(如电动汽车和太阳能)的企业冲在前面。这些投资在海外市场创造就业和经济增长,而不是通过向这些市场大量出口导致当地生产商破产,从而可能有助于缓解贸易紧张关系。
The report also noted that Chinese enterprises in industries leading their global rivals—such as electric vehicles and solar energy—are at the forefront. These investments create jobs and economic growth in overseas markets, rather than causing local producers to go bankrupt through massive exports, which may help ease trade tensions.
报道援引法国外贸银行亚太区首席经济学家阿莉西亚·加西亚-埃雷罗的话表示:“中国希望在海外生产,从而减少贸易顺差。我预计这种节奏会积极保持下去,但它们还是会面临保护主义。”
Citing Alicia García-Herrero, chief economist for Asia-Pacific at Natixis, the report stated: "China hopes to produce overseas to reduce trade surpluses. I expect this pace to be actively maintained, but they will still face protectionism."
20世纪80年代的日本能够利用其世界领先的汽车制造商的海外投资来缓和外交关系。但它并不像今天的中国那样被当成美国的战略竞争对手。新加坡国立大学教授、世界银行前中国事务主管伯特·霍夫曼表示,这意味着北京可能无法效仿。他说,美国和欧洲“对中国的投资抱有巨大怀疑”。
In the 1980s, Japan leveraged overseas investments by its world-leading automakers to ease diplomatic tensions, but it was not viewed as a strategic rival to the U.S. as China is today. Bert Hofman, a professor at the National University of Singapore and former director of China Affairs at the World Bank, said this means Beijing may not be able to follow the same path. He noted that the U.S. and Europe "harbor enormous suspicion of Chinese investments."
本周公布的另一份报告显示,中国对东盟的制造业投资激增,去年几乎增加了3倍,是美国、韩国和日本企业总和的将近两倍。
Another report released this week shows that China's manufacturing investment in ASEAN surged, nearly tripling last year and being nearly twice the combined total of investments from U.S., South Korean, and Japanese enterprises.
中国企业在关键原材料加工领域(比如印度尼西亚的镍矿和冶炼厂)投入了大量资金。它们还在进行下游投资。奇瑞汽车公司本周宣布计划成为最新一家在泰国设立工厂的中国汽车制造商,目标是明年开始生产电动汽车。
Chinese companies have invested heavily in key raw material processing sectors, such as nickel mines and smelters in Indonesia. They are also making downstream investments. Chery Automobile Company this week announced plans to become the latest Chinese automaker to set up a factory in Thailand, aiming to start producing electric vehicles (EVs) next year.
奇瑞本月还签署了另一项协议,收购日产公司在西班牙的一家老厂,并且在那里生产电动汽车。作为全球最大的电动汽车制造商,比亚迪在巴西的工厂上个月正式开工,这是该公司在亚洲以外的第一家电动汽车工厂,计划在2025年初投产。比亚迪在匈牙利也有一个大项目,该国已经成为中国在欧洲的商业活动中心。
This month, Chery also signed another agreement to acquire an old Nissan factory in Spain and produce EVs there. As the world's largest EV manufacturer, BYD officially broke ground on its factory in Brazil last month—the company's first EV plant outside Asia—with production scheduled to begin in early 2025. BYD also has a major project in Hungary, which has become a hub for China's commercial activities in Europe.
报道还说,在太阳能行业,由于许多国家对依赖一个地缘政治对手获得对能源转型至关重要的设备感到不安,主导全球生产的中国制造商正在寻求加大海外投资。
The report adds that in the solar energy sector, Chinese manufacturers—who dominate global production—are seeking to increase overseas investments as many countries feel uneasy about relying on a geopolitical rival for equipment crucial to the energy transition.
隆基绿能和天合光能宣布了在美国建厂的计划。在该国,作为拜登政府推动发展可再生能源的举措之一,它们可以获得慷慨的政府补贴。
Longi Green Energy and Trina Solar have announced plans to build factories in the U.S., where they can access generous government subsidies as part of the Biden administration's push to develop renewable energy.
增加建厂标志着中国摆脱了直到不久前还是中国海外支出主要内容的基础设施投资。
The increase in factory construction marks a shift away from infrastructure investment, which until recently constituted the main focus of China's overseas spending.