外资持续重仓广东

Core Insights - Amway's long-term investment in Guangdong highlights the province's attractiveness for foreign investment, with a total investment exceeding 2.2 billion yuan over 30 years [2] - Guangdong has established over 360,000 foreign-invested enterprises, with a 33.7% year-on-year increase in new foreign enterprises in the first nine months of this year [2][3] - The upcoming 2025 Guangdong-Hong Kong-Macao Greater Bay Area Global Investment Conference aims to enhance investment opportunities and attract global investors [3] Investment Trends - BASF's integrated project in Zhanjiang represents the largest single investment by the company, with a total investment of approximately 10 billion euros, expected to become its third-largest integrated production base globally [5] - Major foreign companies like SEW, ExxonMobil, and Unilever are investing in Guangdong, viewing it as a strategic hub linking the Chinese market with global resources [5] - Foreign investment in Guangdong is increasingly focused on advanced manufacturing and R&D, with 29.1% of actual foreign investment in the manufacturing sector in the first seven months of this year [9] Policy and Environment - Guangdong has implemented a series of policies to attract foreign investment, including tax incentives and financial rewards for R&D centers, with the highest reward reaching 150 million yuan [7] - The province's favorable business environment, including strong infrastructure and supportive governance, has instilled confidence in foreign investors [6][9] - Guangdong's "Five External Linkages" strategy aims to create a more open and diversified economic system, transitioning from factor openness to institutional openness [11] Future Outlook - The Greater Bay Area is expected to continue evolving as an innovation center, with plans to expand free trade zones and enhance cooperation with other regions [12] - The integration of foreign enterprises into local supply chains is expected to drive innovation and elevate the local industry to higher levels of competitiveness [10][11]