投资中国就是投资长期确定性

Economic Growth and Resilience - China's GDP grew by 5.3% year-on-year in the first half of the year, with domestic demand contributing 68.8% to economic growth [1] - International financial institutions, including Deutsche Bank, Morgan Stanley, and Goldman Sachs, have raised their economic growth forecasts for China [1] Market Environment and Reforms - The construction of a unified national market in China is progressing, with recent legal reforms aimed at promoting fair competition [2] - The business environment in China is continuously improving, with increasing marketization, rule of law, and internationalization [2] Foreign Investment Trends - In the first half of the year, actual foreign investment in high-tech industries reached 127.87 billion RMB, with significant growth in e-commerce services (127.1%), chemical manufacturing (53%), aerospace manufacturing (36.2%), and medical equipment (17.7%) [4] - Foreign companies are increasingly focusing on modern services and advanced manufacturing sectors in China [4] Corporate Confidence and Investment - Companies like Honeywell and Schneider Electric express strong confidence in the Chinese market, citing its scale, resilience, and innovation potential as key factors for their continued investment [3][5] - The Thai Tsingtao Group has invested 4.36 billion RMB in China over the past five years, highlighting the importance of the Chinese market for its long-term strategy [5] Innovation and R&D - Foreign companies are establishing R&D centers in China, with over 600 centers in Shanghai alone, reflecting the country's robust innovation ecosystem [5] - Henkel's investment in smart manufacturing and green production in China demonstrates the commitment to enhancing innovation capabilities [6] Supply Chain and Global Integration - The establishment of factories like Ferrero's in Hangzhou has improved supply chain efficiency and enabled exports to over 20 countries [6] - Schneider Electric's integration of R&D and production in China allows for rapid response to local market demands while contributing to global operations [7]