从“制造基地”到“研发热土” 外资企业投资中国提质升级

Core Viewpoint - Foreign investment in China is accelerating, with a notable increase in newly established foreign-invested enterprises, reflecting confidence in the Chinese market and its evolving business environment [1][6]. Group 1: Investment Trends - Wacker's recent expansion project in Zhangjiagang marks its largest single investment in 15 years, emphasizing a strategic commitment to long-term growth in China [2]. - In the first four months of the year, the number of newly established foreign-invested enterprises in China increased by 12.1% year-on-year, indicating sustained foreign interest [6]. - The total sales from Asia account for 37% of Wacker's global revenue, with approximately half of that coming from China, showcasing the region's significance to the company [2]. Group 2: Market Environment - China's broad market and improving business environment provide a solid foundation for foreign enterprises, as highlighted by the National Development and Reform Commission's report on the business environment [2]. - The Chinese government is actively reducing restrictions on foreign investment and enhancing trade facilitation, which boosts investor confidence [2][6]. Group 3: Industry Development - Emerging industries in China, such as green energy, automation, and new energy vehicles, are attracting international cooperation and investment [3]. - The development of artificial intelligence and digital technologies presents new opportunities for collaboration between foreign companies and Chinese enterprises [4]. Group 4: Localization Strategies - A significant percentage of German companies in China are advancing localization strategies, with 75% of members from the China-Germany Chamber of Commerce focusing on local operations [5]. - The establishment of a robust supply chain in China is becoming crucial for foreign companies, as seen in the case of Westinghouse, which benefits from the Belt and Road Initiative [5]. Group 5: Policy and Future Directions - The Chinese government is prioritizing the landing of key foreign investment projects, particularly in telecommunications, healthcare, and education, to enhance the quality of foreign investments [6][7]. - The "2025 Action Plan for Stabilizing Foreign Investment" aims to expand pilot programs in various sectors, indicating a strategic approach to attract high-quality foreign investments [6].