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中国企业为何密集到海外去种地?
MCCMCC(HK:01618) 3 6 Ke·2025-08-05 11:23

Core Insights - The phenomenon of Chinese agricultural enterprises "going abroad" to cultivate land is gaining attention amid globalization challenges and international supply chain restructuring [1][2] - Recent agreements, such as the $250 million investment by CITIC Construction in Angola to develop 100,000 hectares for corn and soybean cultivation, highlight China's strategic focus on food security and agricultural technology export [1][2] - The global agricultural investment trend reflects China's efforts to address its reliance on imported feed crops, particularly soybeans, and to reshape international food trade dynamics [1][2] Investment Strategies - China's overseas agricultural investments are primarily driven by national food security needs, particularly to mitigate the heavy reliance on imports for feed crops like soybeans and corn [1][2] - The investment in Angola represents an innovative approach to solving the "soybean dilemma," aiming to reduce dependence on American soybeans while establishing a complete agricultural value chain [2][5] - The strategic geographical distribution of Chinese agricultural investments includes significant projects in Africa, Central Asia, and South America, which helps to diversify geopolitical risks and optimize resource allocation [4][10] Technological and Operational Advantages - Chinese enterprises leverage advanced agricultural technologies and management practices in their overseas projects, significantly increasing productivity compared to traditional methods [5][7] - The integration of the entire agricultural value chain, from planting to processing and logistics, enhances product quality and economic efficiency, distinguishing Chinese investments from traditional international agricultural ventures [7][8] - The focus on sustainable development and local capacity building, such as profit-sharing agreements and technology transfer, positions Chinese agricultural investments as more ethically sound compared to historical precedents [8][9] Future Trends - The future of Chinese agricultural investments is expected to diversify geographically, extend into higher value-added segments of the supply chain, and increasingly rely on innovative technologies [10] - The commitment to improving global agricultural productivity and food distribution aligns with broader sustainable development goals, positioning China as a key player in global food security [10][11] - The evolving paradigm of international cooperation in agriculture emphasizes mutual benefits and sustainable development rather than exploitation, potentially paving new pathways for global food security governance [10][11]