全球资金加仓中国深圳抓住这一机遇

Core Insights - Global capital is rebalancing, with foreign investment increasing in China, particularly in high-tech sectors and major cities like Shenzhen [1][4][8]. Investment Trends - In the first half of the year, 30,014 new foreign-invested enterprises were established in China, a year-on-year increase of 11.7%, with actual foreign investment amounting to 423.23 billion yuan [2]. - Shenzhen led the way with 5,581 new foreign-invested enterprises, a 100% increase, and actual foreign investment reaching 20.9 billion yuan, up 11.3% [3][8]. Sector Preferences - Foreign investment is increasingly focused on high-tech industries, particularly telecommunications and healthcare, with Shenzhen seeing a significant rise in new foreign-invested enterprises in these sectors [4][17]. - In the first half of the year, Shenzhen established 113 new foreign-invested medical enterprises, a remarkable increase of 85.2%, and 635 new foreign-invested telecommunications enterprises, up 60% [17]. Regional Dynamics - Major cities in China exhibit different preferences for foreign investment, with Beijing focusing on research and development, Shanghai on finance and trade, Guangzhou on commerce, and Shenzhen on innovation and manufacturing [12][13][14]. - Shanghai reported 3,019 new foreign-invested enterprises and actual foreign investment of approximately 61.29 billion yuan in the first half of the year [10]. Notable Investments - Siemens Medical has established a new R&D and manufacturing base in Shenzhen, investing over 1 billion yuan, which will focus on advanced medical equipment [6]. - Valeo, a leading automotive supplier, has also expanded its operations in Shenzhen, highlighting the city's strong manufacturing capabilities [7]. Future Outlook - The acceleration of service industry openings, particularly in telecommunications and healthcare, is expected to create new investment opportunities for foreign capital [15][16]. - The trend of foreign investment in China is anticipated to continue, with major international investment firms expressing optimism about Chinese assets [8][9].