Group 1 - In the first half of the year, 51 foreign manufacturing and R&D projects were signed in the Yangtze River Delta, with a notable increase in European projects and a decrease in American projects [1][3][4] - The investment landscape has shifted, with Europe becoming the primary source of foreign investment, accounting for 35 projects, predominantly from Germany and Italy [3][4] - Major sectors attracting foreign investment include the automotive industry, healthcare, and equipment manufacturing, which together represent over 60% of the total projects [1][5] Group 2 - Global capital, including ESR and CapitaLand, is betting on the value of industrial real estate assets in China through high-standard industrial park developments and REITs [2][6] - Industrial park REITs are expected to yield higher returns compared to traditional logistics and warehousing investments, indicating a potential new trend in Asian industrial assets [6][7] - ESR has invested approximately 14 million square meters in industrial parks in mainland China, with a significant focus on advanced manufacturing facilities [6][7]
欧洲企业逆势加码长三角制造业，高标厂房成资本新风口
Di Yi Cai Jing·2025-07-09 08:37