外资持续加码在华投资，背后动因依然强劲

Group 1: LEGO's Investment in China - LEGO officially opened its first theme park in China, the Shanghai LEGO Resort, on July 5, highlighting the company's commitment to the Chinese market through substantial financial investment, which is atypical for LEGO's usual operational model [1] - The Shanghai LEGO Resort is a strategic step for LEGO in China, targeting the Yangtze River Delta region, which has nearly 55 million potential consumers, showcasing the vibrancy of the Chinese consumer market [3][4] Group 2: Foreign Investment Trends - The presence of major global companies like Honeywell and Lexus in Shanghai indicates a growing trend of foreign investment in China, with Honeywell's president emphasizing China's role as a key contributor to global GDP growth over the next decade [5][7] - The Lexus electric vehicle project in Shanghai is a significant investment, expected to be completed by August 2026, with an initial annual production capacity of 100,000 vehicles, reflecting Toyota's confidence in China's electric vehicle market [9] Group 3: Local Innovation and Market Adaptation - Foreign companies are increasingly benefiting from China's evolving local innovation ecosystem, with Honeywell's Shanghai technology center serving as a core hub for innovation tailored to local market needs [10] - Lexus aims for over 95% local procurement for its electric vehicle project, indicating a strong focus on local supply chains and adaptation to the rapid pace of innovation in China's smart driving technology [10] Group 4: Government Support for Foreign Investment - The Chinese government is actively working to enhance the investment environment, with plans to expand open sectors and attract high-quality foreign investment projects, despite global economic uncertainties [11] - Data from the Ministry of Commerce shows a 10.4% year-on-year increase in newly established foreign-invested enterprises in the first five months of 2025, despite a 13.2% decline in actual foreign investment amounts [11]